Enhancements & Revisions

Adagio JobCost 8.1B

June 9, 2009

Compatible with Adagio Receivables 9.0A. Note that Adagio JobCost 8.1B also remains compatible with earlier versions of Receivables. The Customer Edit and Customer Inquiry functions support the new features in the Customer in Adagio Receivables 9.0A wherever possible.
The Adagio Open Data process has been improved. The user can be identified through their Windows authenticated user ID using the “remember user name” and “remember password” options on the log in dialog. The Previously Opened database list is now saved by Adagio User rather than for all users. The first time an existing user or a new user logs into the module they will be asked “Would you like your historical company access list set up?” Answer yes to have the module add all entries from the Previously Opened list from your prior version. The Previously opened list also displays the date the data was last accessed by the user. The authentication option may be turned off by editing \softrak\system\ADS.INI and adding the lines:

[Options]

RememberUser=0

RememberPassword=0
Added option to open functions on startup, including: Job Edit, Job Inquiry, Cost batch entry, Bill/Payment batch entry, and Auto-Retrieve batches.
The options ‘Enable SF Export’ and ‘Enable SF Printing’ have been added to the Edit User screen to allow you to disable Excel Direct in Smart Finders to help safeguard your sales data, customer list and other information in your database.
Date entry has been improved by recognizing a single number as a day and defaulting the month and year of the entry. Four digit numbers default the year. Entering “12” into the date control with the sign-on date being Feb 26, 2008 will result in February 12, 2008 being returned to the application.
Adagio JobCost will optionally create a backup whenever a Data Integrity Check completes without errors. Adagio JobCost will prompt you to create a backup of a database prior to applying any “fix” as a result of the “Rebuild” option being selected to repair damaged data. Backup details are written to the log file.
The Field Verification option has been removed from File | Options. Fields are always verified during entry.
WebSafe changed to vitalEsafe™ in Backup function to reflect the 3rd party name change.
The Help Menu has been modified to allow the user to launch the Adagio System Status utility (chksys.exe) and print the Adagio Lanpak registration form.
Added option ‘Close report dialog after print’ on the Print/Post tab in the Company Profile. Set this option off if you often print reports multiple times with different settings or ranges.
Added ‘Allow posting journal purge’ option to Company Profile. If this option is off you cannot clear the posting journals after printing them. This prevents accidental purging of posting journals. If this option is off the posting journals will be purged as part of Year End.
Added ‘Require batch print before post’ option in the Company Profile, Options tab.
Added option ‘Prompt to consolidate G/L transactions’ on the Options tab in the Company Profile. Disabling this option ensures you do not accidentally consolidate transactions after printing the ‘G/L transactions’ report.
The “Customer” button on the toolbar will launch “View Customers” if the operator does not have permission to edit a customer. The buttons for Jobs, Phases, Categories, Estimates, and Managers also support this feature.
Default batch description text can be automatically created with user initials (%usr), date (%dat) and time (%tim) created/edited in a user specified format. Multiple date and time formats are supported. These options are set on the Batch tab in the Company Profile. The batch description can still be edited as required when the batch is created.
The integration with Adagio Ledger now supports the Second Description field for the Send-To Description field in the Company Profile, System Settings tab.
When Adagio GridView 9.0A or higher is opened from the Adagio menu Adagio JobCost 8.1B will be displayed as the first line on the Select Module screen so you do not need to scroll down to find it.
The install, workstation install and Service Pack install now support installing to a LINUX server without a special command line parameter.
Automatically copies help files (*.chm) to the local drive so that Service Packs do not require a workstation install just to update the readme help file.
The Help has been updated in addition to adding the new features for this release. JobCost specific improvements
You can now close Jobs by range. Jobs can be multi-selected within the range.
Job Alerts added. Jobs can have multiple alerts and alerts can be set to display in specific functions in a specific module. Options on an alert allow them to be disabled once they are displayed, or require a user to acknowledge the alert. User ID’s are stored when alerts are disabled. All alerts for a job can be disabled in a single tick box.
Job Alerts are popped in batch entry if selected in the alert. Job Alerts are popped in other modules, including Receivables (9.0A or higher) and Invoices (8.1B and higher).
A Job Notes report has been added.
A ‘Ready to post’ status has been added to the batch status. Default settings for Entered, Retrieved or Imported batches can be set in the company profile.
Entries in batches can be sorted. You can sort by Job, Estimate, Document Date, Document Number, Document Type, Reference, Reference, Description, and Entry Number.
JobCost Units, such as labor hours in Cost batches, post through to Ledger 9.0A or higher (if the account tracks Statistical Units) for use on financial statements.
Copy Job allows control of ‘Additional files to copy’, including Estimates, Notes and Alerts.
Copy Jobs, Phases, Categories and Managers places you directly in edit for the newly created record.
Date, Time, User Lasted Edited stamps added to Job Master, Job Estimates, Job Details, and Cost and Bill/Payment batches. This information can be shown in Grids and using Adagio GridView.
Created by User, Last Edited Time and Last Edited User added to batches (batch control). (Creation Date and Last Edited Date have always been there). This information can be shown in Grids and using Adagio GridView.
Composite tables containing links between tables within JobCost have been moved to the ‘Adagio JobCost 8.1A-8.1B’ dictionary for use by GridView. Composites between JC tables and AR9 customer have been added to the new Adagio {Composite Tables 9.0A}’ dictionary installed by JobCost, including ‘*J/C Hst Master w Manager, Cust’ and ‘*J/C Hst Master w Manager, Cust’.
Added the ‘Remember report settings’ option to Company Profile, Options tab.
Added option ‘Include jobs without transactions’ to the Job Status, Billing Worksheet, Retainage Payable Aging, and Retainable Receivables Aging reports. If this option is off jobs with no transactions in the date range specified will be excluded. This speeds up the reports and reduces the number of pages in cases were you do not want to see jobs on the report at all where there are no transactions in the date range specified. For example when you do not want close jobs for tax reasons.
Receivables 9.0A included the new option ‘Send tax as’ which can be set to ‘Do not send’ (i.e. don’t send tax as Other Charges) if you do not wish to send tax to JobCost. This option is also supported in Adagio Invoices. For users of Receivables 8.1A or earlier the option ‘Include other charges in billings’ has been added to the Job Summary report. Turn this option off to exclude taxes from Customer Billings on the report. If you are using Adagio Invoices, you must turn off the option ‘Include tax in transfer to Job Costing’ in the Adagio Invoices Company Profile (Print / Post tab) to use this option. This will separate taxes as Other Charges so they can be excluded on the Job Summary report. Job related invoices entered in Receivables always separate tax as other charges.
When a new JobCost database is created the company address and phone number fields are defaulted from another module (Ledger, Receivables, Payables, or Inventory).