Adagio PurchaseOrders 9.3B

·   In the Designer, Properties for Amount fields has a new option for the Thousands separator: None.

·   Formula spec codes X001 to X005 are now available to do arithmetic calculations with numeric spec codes, to determine and print amounts that don't have define codes but can be calculated from existing codes. Conditional calculations using an IF function can also be made, provided that the condition is based on a numeric field code.

Edits

·   Sundry Items now have an Active/Inactive Status. Creating a document for an Inactive item will prompt for activation in order to proceed. Copying or restoring documents will have a warning. Posting and Importing details for new documents with inactive items will be prevented.

·   Word Wrap is now supported for blocks of text copied and pasted into PurchaseOrders in Edit Text Blocks as well as in Document Entry for the Text Block Document Line Detail. F7 / Spell checking has also been added for Text Blocks.

·   Edit Email Cover Sheets has been updated to include new fields for Requisition Approval Managers.

·   In Edit Styles, it is now possible to limit the list of list of Adagio Styles to those that are App specific and Generic. Make sure the program prefix is the first 2 characters of Style code description. If this option is selected, when you create a new filter, the Style codes available will be limited to match the application prefix.

Controls

·   A new grid search process is available to use for most grids, accessible from the Control-F keyboard shortcut. Similar to filters, you can restrict displayed rows that meet defined search criteria.

Email

·   The ability to email Requisition forms has been added. A new Approval Manager record with an associated email address can be added to requisition transactions to assign the email recipient, or a default requisition email address can be set in the company profile. Requisitions may also be emailed to the new Bill to Contact Email Address.

·   When emailing purchase orders, you can now choose a vendor PO Email address as the recipient instead of always emailing the main vendor contact. Payables must be 9.3B or higher.

·   Email Cover sheets are now remembered along with other Print Forms settings, when the User Preferences option for Remember Report Settings is enabled. Different email cover sheet codes can be remembered for each transaction type.

Enter Transactions

·   Transaction grids now support multi-selection for the purpose of Printing, Completing or Deleting transactions, whether or not selected rows are consecutive. Printing is disallowed if non-consecutive rows are selected. Printing transactions is properly prohibited for those where Event Budgets or JobCost estimates are exceeded. Completing POs is properly prohibited for those that have quantity on backorder and cannot be completed

·   Editing the primary vendor number on the transaction Header tab now offers to propagate this change to all details already saved on the transaction.

·   When combining multiple purchase orders onto a single receipt, or combining multiple receipts onto an invoice, you can now multi-select the transactions from the grid, rather than having to select and add them one at a time.

·   When combining multiple purchase orders onto a single receipt, completed purchase order details no longer available to select or retrieve.

·   When integrated with Adagio Payables version 9.3C or later, creating a new purchase order will use Ship Via and FOB Point values from the vendor.

·   Selecting a vendor on a new transaction now defaults the FOB Point from the value defined on the vendor master record.

·   Edit Ship/Bill to Addresses has been updated to include a Bill to Address Email field. This field is display only on the Bill to /Ship to tab and may be used as the recipient for Purchase Orders, Requisitions, Receipts, and Invoice/Adjustments.

·   The Vendor and Item Inquiries, opened with the \\\"i\\\" button next to the Vendor number or Item number field, can now be accessed using the keyboard shortcut: F4.

·   On the grid for selecting purchase orders to Combine to another on a Receipt, or Combining receipts onto an Invoice, the column editor now allows selecting any of the Optional Fields defined on the transaction header.

·   The drop-down list grid for the Purchase Unit in transaction detail entry now shows the unit conversion factor as a column.

·   A new Company Profile option allows preventing the addition of multiple vendors onto a single purchase order or Requisition. This option will override the IC Item Vendor Check setting to read the item Primary or Secondary vendor onto new transaction details.

·   The Complete button on the Enter POs screen now has an Alt-M speed key shortcut.

·   When the Location field on the Header tab is changed to a new value, you now have an option to propagate this change to all incomplete item lines, for all transaction types except invoice/ adjustments. Protection is in place to prevent saving a disallowed location on items, and negative quick receipt values that would cause the quantity on hand at the new location to go negative when not allowed - in both situations the affected detail is skipped for the location change.

·   A company profile option has been added to give a warning when posting a purchase order that the total cost of the PO is zero. It is still possible to post the purchase order after this warning if required.

·   When copying Purchase Orders and Requisitions, a new option is available to Update item information and Costing from Inventory and Sundry Items. Information such as item description, category or weight and the unit cost will be read from the Master or Alternate Price List item. This includes checking for new or expired contract costing.

·   Requisitions and POs no longer allow editing the Discount Base field on the Totals tab, because this amount always gets recalculated when creating Receipts.

Entry Templates

·   Entry Templates have been re-organized to have Vendor Information fields on a separate tab, and a new Details tab to control tab sequence and access to specified fields on the Detail entry screen.

·   The Entry Template has a new field for a default Approval Manager used on Requisition entry and importing.

·   The Templates list in Purchase Orders Entry now has ExcelDirect and DocStore Viewer buttons.

Auto Generate

·   A new Company Profile option Import OE Comments for Autogenerating allows retrieving Comment and Instruction lines from OE Orders when using the Auto-Generate PO function, in the same way as when importing a single OE order into a single purchase order, as long as the Consolidate Items option is not used.

Import/Export

·   Requisitions can now be imported in the same way as Purchase Orders are.

·   Import and Export templates now have the same ability as the Column Editor to restrict the Available Field list to those of selected data types and/or contain specified characters. The Available field list can also be sorted alphabetically.

·   Import/Export displays user defined names for Optional Field Titles and for Ledger Project Code.

·   In Import, the Unit of Measure can be imported for Inventory Items for Purchase Orders, Receipts, Quick Receipts and Requisitions.

Inquiry

·   The Purchase History inquiry grids, include Open and History POs and OE Sales Orders, now has a Reverse Order checkbox that allows sorting the grid with the newest transactions at the top. The selection is remembered for future use.

Miscellaneous

·   The ExcelDirect export button has been included with the following grids:

·        AutoGenerated items from OE or IC

·        Create PO items from AutoGenerated list

·        Import items from OE Orders

·        PO List from Combined Receipt

·        Receipt List from Combined Invoice

·        Event Budgets sub-details

·   The Item Purchase History grid now displays all 12 characters or OrderEntry order numbers when that field is on the grid, instead of the last 8 characters.

Backup

·   If PurchaseOrders is integrated with JobCost, JobCost data will be included in a backup of Related Data.

Reports

·   Outstanding Purchase Orders report has improved spacing and subtotals.

·   Transactions Report, Outstanding PO Items may be sorted by Job number.

·   After purging or consolidating the contents of a report, this action is now logged in the Application Log data file in addition to the printing action.

·   The Tax Tracking report now has floating date range options for This Month and Last Month, that can be used as part of Favourite Report settings and printing the report unattended from report sets. There is another new option to suppress records that have zero tax amounts, printing only transactions with tax.

·   Printing reports now is logged in the application log, in addition to accessing the print report screen from the menu.

·   Installs a new version of the printer driver used to print documents and reports to PDF. The new driver name is AdagioV3PDF. This driver uses novaPDF version 10.