Adagio SalesCQ 9.3A

• SalesCQ now integrates with Adagio DocStore. Attach PDFs to Quotes or Prospects directly or from import. View or Attach PDFs on documents from OrderEntry, customers from Receivables, and items from Inventory.

• Multiple Quotes can now be selected on the Enter Quotes grid to print or delete, for either consecutive or non-consecutive quote numbers.

• Item Optional fields are now available on quote details.

• The quote number length has been expanded to 12 characters, to match Order numbers in OrderEntry.

• Print functions for Quotes allow you to select and send/print to multiple Send Methods (Printer, PDF, Email, Fax) simultaneously. The Print, Email, ePrint and Fax buttons on print dialogs have been replaced with a single button called Send/Print. Allows you to quickly print and email a document in one operation.

• The Find button is now available to use when a Filter is active. Records can be found within the filtered results.

• The Contact field on the Quote Header tab is now 30 characters long (it was only 18 characters). It was also the incorrect length for Quote specifications and import functions. Entry into Entry Templates and BillTo / ShipTo Contact fields were also limited to 18 characters.

• There is a new option in the Company Profile to set a default order date for Quotes transferred to OrderEntry. On the Quotes tab, the option 'Default order date to' has 3 options: Today, Expected Close Date, or Quote Date. The default Date can be overridden when the Quote is transferred to OrderEntry.

Quotes copied to Open Quotes, will default the new Quote date to the session date. Quotes copied to Template or History Quotes will default to the original quote's dates. Quotes created from OrderEntry Orders or History also default to the session date. If the copy is done from the Quote List, the default Date can be overridden.

• Added a new Item Information inquiry on the Edit Detail screen. Use the ‘i’ button next to the Item number field to show detailed information about the item selected. The inquiry shows:

Price Levels for the base price list or Alternate Price List

Stock Quantity for the selected or for all Locations

Price History showing invoices for various periods, for the selected or all Customers

Alternate items (if any) showing the Qty on hand / Sales order / PO / RMA.

Highlighting an Alternate item will change the information reported in the other grids to be for that item.

• 'Ordered' quantity for Item details now defaults to 1.

• If IC is 93A, transaction entry supports barcodes.

• In Quote Entry, there is a new button for, 'Update Pricing'. Selecting 'Update Pricing' will do the same updates as the 'Update Item Information And Pricing' option in Copy Quotes.

• Added an option to automatically append string fields from the item to the Item Description when the item is added to an order. The Description field from the item is 40 characters long but the Description on a detail in SalesCQ allows for 75 characters. Added the option 'Auto-append to item Desc.' dropdown field to the Quotes tab in the Company Profile. You can select 1 of the Additional Information fields 1 to 4 to append. Trailing blanks are trimmed from the Item Description and one space is inserted prior to the append.

• The Round to Nearest pricing option introduced in Adagio Inventory 9.3A is now supported in SalesCQ quotes for items and alternate price list items.

• The Quotes List grid now supports the second customer name field. Smart Finder searches can also be performed using Customer Name 2 in the criteria.

• If the Company Profile is set to 'Respect customer Require PO?', and a customer is configured to require a PO number for orders, Enter Quotes and Import Quotes will show an error if no Reference value is included for the quote.

• A 15-character Company ID number has been added to the Company Profile. For form printing: M025, Company ID number, has been added.

There are many new specification codes with this upgrade to CQ9.3A. Please refer to the CQ$AllSpec.sam (!ALL codes to March 2022) spec.

• In the Form Designer, added Blank on Zero (property on amount fields).

• New Specification codes have been added for customers and customer statistics:

C167, Payables use contact code

C168, Oldest unpaid invoice date

C169, Require PO

C170, Order confirmation email

C171, Miscellaneous customer

C172, Project code (incl. dividers)

C173, Project code (unformatted)

C174, Cell phone

C175, Toll free phone

• Specification codes that print information stored on the Item Master record have had the titles appended with 'IC' to indicate this, as compared to spec codes used for printing quote detail information.

• A new specification code D119 prints the Inventory Item Master Description, which could be different than the quote detail description.

• 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.

• When a grid that supports the Grid Search feature has focus, a hint will appear at the left in the Status bar to indicate that the Ctrl-F keyboard shortcut can be used to open the search, and the Ctrl-Z shortcut for removing the last search level. When the mouse is used within the Grid search window to click an arrow button and change the column, the cursor will remain anchored on the clicked arrow to make it easier to move multiple columns over.

• It is easier to choose the correct field from tables with large numbers of fields in the Column Editor. You can now sort the list, restrict the list using the data type you are searching for (Text, Date, Amount and Value), and type in some text likely to identify the field. Use the Select the Type option on the Select Fields dialog to show fields of that type.

• Standard 93A feature for phone numbers to display as formatted on grids, if the Format Phone Number option is enabled in the Company Profile. Works for Edit Customers, Prospects and Scan Lists.

• 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 Prospects has been updated.

• DocStore integration now allows attaching a single PDF to each imported quote

• 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.

• Print Quotes now has an option, 'Reprint Quotes Already Printed'. Turn this option off if you want limit printing to quotes that have not been printed.

• Print dialogs for Quotes can be saved as Report Favorites and included in Report Sets.

• Print Quotes now has a 'No of Copies' options. Use this field to specify the Number of copies of the form that should be printed.

• Printing a group of quotes now allows attaching an additional PDF along with the quote form, typically used when emailing. This feature was already available when printing single forms from the Enter Quotes grid.

• Printing or emailing quotes can now be automated in conjunction with Adagio Console, when the Print Quotes process has a Favorite setting defined and used for the Automation Command.

• Those users who have access to the Maintain Automation Log feature can view the automation logs for any user.

• Optional Field titles are now displayed in the Import and Export Field Selection lists, instead of the generic option field data ftype labels, to select the correct fields more easily.

• New Filter criteria for Floating Date Ranges of Last 365 Days and Last 730 days have been added.

• SalesCQ On-Premise and Hosted will launch x64 version of GV if found.

• The 64-bit version of Adagio GridView (if available) is launched from the Adagio menu and for custom Views added to the Inquiries menu. The 64-bit version makes use of more memory (if available), allowing for views on larger databases and it can be faster.

• The Reference field on the Quote Header has been expanded to 24 characters long, to match what is currently available in OrderEntry 9.3A.

• In Edit Styles, it is now possible to limit the list of Adagio Styles to those that are App specific and Generic. Make sure the program prefix (CQ or AC) 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.

• When a Filter is active on the Edit Prospects grid, the Find button is now still available to search within the filtered list of records.

• Data Integrity Check and Transferring Prospects to Customers now checks for invalid values in Control Account Sets, Billing Cycle, Terms and Salesperson fields on Prospects.

• You can now multi-select quotes from the Edit Quotes grid and click the order button to transfer them all to new orders in OrderEntry. New orders will use the automatic next order number and the customer cannot be changed. Customers created from Prospects will have the same customer codes as the prospect codes. If any quotes cannot be transferred because of security or other restrictions, they will be skipped and others will continue to have orders created.

• A new company profile option allows selecting the Default Order Date for new OrderEntry orders. Choices are Today, Quote Date and Expected Close Date. The Transfer Quote screen now includes an Order Date field where you can see the default date and change it if desired.

• If OrderEntry is configured to not allow creating orders for customers On Hold, now quotes for these customers cannot be transferred to new orders.

• When a Quote is transferred to OrderEntry with a new Order date, if the Expected ship date is not blank, it will be recalculated based on the OrderEntry Company Profile Processing Options setting for Expected Shipdate spread.

• Optional fields may now be defined for Quote Details in addition to the Quote Header. When the optional field titles match what are defined for Adagio Inventory Items, adding items to quotes will use optional field values from the item records. When the optional field titles match what are defined for Adagio OrderEntry details, creating orders from

quotes, or quotes from orders, will transfer the optional field values to the new document.

• User preferences have been added to control the behavior of double clicking in a Dialog field. You can also choose to apply banding to those grids that do not display Styles and choose a date format to use in the Adagio Grid. Telephone numbers are now formatted in grids.

• New User Preference options have been added to give a quote print success confirmation message and to close the print quotes screen after completion. This matches what is available in Adagio OrderEntry.

• A new Entry Template option has been added to disable editing the Unit Cost field though still allow displaying the value. Data conversion initially sets this value to True for the main entry template and all security groups

When the Entry Template option to Display cost information on quotes is disabled, this will now also hide the Unit Cost field when the item has the User Specified Costing method configured, in the same way as for items with other costing methods.

• A new security group option has been added to prevent users from editing the Credit Limit value on Prospect records.

• The Adagio Login dialog permits browsing to a UNC. The Create database button is hidden unless “/C” is included on the command line. New databases are created with the extension “ADB” or the extension used by existing modules in the selected Folder.

• A new Entry Template option to Show I/C Item Price Grid has been added to assist with keyboard entry and overriding quote item unit prices. Tabbing or clicking into the Unit Price field will pop the pricing grid to display customer/quantity discounts and other sale prices.

• When emailing quotes, the choice to send emails either Now or to the Queue is remembered for the next time.

• Added ‘Outlook’ option in Email Setup. This corrects a problem where you could not send email using the ‘MAPI’ setting or you had slow performance sending emails if you use Outlook and Windows 10 in some cases.

• Quote Detail grid rows now support Automatic and Manual font Styles from Inventory items. Other detail types may have font Styles applied as well.

• A “Backup” button has been added to the Adagio Toolbar. Backup Options select whether the button saves the module data, related data or the entire database and whether exclusive access is required for the backup to proceed. The backup now includes the Automation Batch Folder.

Backup options enable automatic or prompted backups prior to Period End and Year End Processing. You can choose the number of these backups that will be saved.

• When Adagio Console is integrated, a new Automation command is available to Refresh Scan Lists. The Scan command can be configured to refresh all scan lists for a specified user ID.

• Refresh Sample Data function has been added to the Help menu. It allows you to refresh single and multi-currency sample data to its original state at install time.

• Word Wrap is now supported for blocks of text copied and pasted in Quote Entry for the Item Detail Description Text.

• Automating Import Quotes now works correctly.

• During Conversion, the Company Profile, Quotes tab option to 'Copy Quote Number To' has been disabled and removed from the Company Profile. The Quote and Revision number are transferred to the Quote No and Revision fields in the OrderEntry 93A Order Header.

• The window size and positions are now correctly remembered for quote entry and view order screens.

• Entering or Importing Quotes was not correctly calculating prices when Rounding methods were saved on Inventory items.

• The company profile option to remember prospect tab was removed as it didn't work correctly.

• When transferring Prospects to new Customers, the chosen customer code is now correctly validated against the customer number format in the Receivables company profile.

• The Last Maintenance Date on Prospects now correctly uses the System Date instead of the Sign-on Date when a change to a prospect record is saved.

• Creating a new prospect record with a formatted address required 4 additional tab key presses after the postal code to put the cursor into the next field Contact Name.

• Creating a new prospect properly uses the Default Invoicing Send Method values from the Receivables company profile.

• Viewing a quote detail within Prospect Inquiry and the Transactions tab previously gave an access violation error.

• Transferring a Prospect to a new Customer now correctly writes the Prospect code to the respective field on the customer record.

• More functions are now logged in the Application Log data file when using Edit Prospects, Edit Scan Lists and Enter Quotes.

• Viewing Prospects and the Transactions tab did not correctly display records after using the Previous or Next button to view a different Prospect.

• In some cases, Email Setup settings were saved to the wrong location, making it appear that they were not being saved at all. Changes made in the Email Setup within SalesCQ were being written to the OEWININI data file rather than the ACWININI data file.

• Copying a quote from either the Template or History list to a new Open Quote now defaults the quote number to AUTO, so that the next quote number from the company profile will be used. Previously, the new quote number defaulted to the value being copied.

• Viewing a quote for a customer on hold no longer displays the credit check screen, because viewing a quote cannot set the quote on hold status. Editing the quote will continue to display the credit check screen.

• If a Salesperson record is deleted in Receivables, quotes that refer to this record in either the Salesperson or Sales Manager fields no longer give data integrity errors.

• When Quote Revisions use alpha characters, typing a revision value for Quote Find or Copy now forces an uppercase character.

• When the Company Profile, Quotes option for 'Cost To Use' was set to Average and the Selling Unit did not match the Stocking Unit, the Unit Cost was incorrectly displayed for the Stocking Unit instead of being converted to the cost per Selling Unit.

• Tax was not calculated correctly when jurisdictions had a specific combination of Taxable and Include Tax Jurisdiction options enabled.

• Deleting the customer code from a quote no longer asks the question to create a new customer on the fly.

• If a customer is configured to require a PO number for orders, Import Quotes now gives a verification error if no Reference value is included for the quote in the import file or Template default.

• Importing Quotes now properly verifies invalid Optional text field values.

• Export and Import Prospects now correctly limit choosing Optional Fields from those defined in the Receivables Company Profile.

• The Import Prospects import template now has a Finder for the Territory field when selected on the Field Defaults tab.

• Importing with Field offset was trimming the import field on the right instead of the left.

• If there was a currency mismatch between the customer and tax group on an imported quote, and import was set to not Validate before Import, instead of skipping the quote, the items were included on a different quote. This has been fixed.

• Searching OrderEntry History by Item was extremely slow if the Customer Number range was not blank to ZZZZZZ (i.e. when searching for specific customers).

• When optional fields are not configured for OrderEntry transaction headers, viewing OE Historical orders did not display the Notes / Optional Fields tab. This has been fixed.

• When Quotes are transferred to OrderEntry, the Quote number and Quote Revision number are included in the information that may be displayed on the Order Log tab.

• Added a DIC check for orphaned extension records.

• Inventory item optional fields now display correctly on quotes when more than 4 optional fields are defined.

• Improved performance and corrected problems on the quotes, orders and history grids, including scrolling and clicking on rows, when Adagio DocStore is used and there are links to documents on the grids.

• If a quote specification was defined with a Spec Type of Quote, printing quotes using this specification gave an error that the spec type was invalid. The workaround was to set the specification type as Any. This error has been fixed.

• The Customer tab on the Entry Template has had default fields removed that would never be used because that information would always come from the Customer record, to prevent confusion about how new quote fields are populated.

• The Prospect List and Statistics report previously did not use the page break on the primary sort field when selected.

• Print Quote Notes in Note Format: Extended for Historical quotes was not working in some case.

• The Quote Listing report did not print the Billing Country field value for some formatted customer addresses. This has been fixed.

• The quote list report now prints all 6 characters of the Territory field when the value has all capital letters.

• When printing Report Sets using either AdagioV2PDF or AdagioV3PDF as the specific printer, instead of using PDF Document as the destination, the report log now stores the PDF file name and save location instead of simply 'Printed to AdagioV3PDF'.

• There are now separate security options for creating either new customers or prospects on the fly within quote entry.

• Users who do not have security rights to edit Quotes no longer have the ability to create quotes from OE Current or Historical Orders.

• Entering just the day to change a date value no longer gives an invalid date message with the Windows Short Date format include a dash character.

• Quotes for inactive or invalid items can no longer be transferred to OrderEntry.

• Transferring quotes to orders was previously not sending the Terms Description value.

• When OrderEntry company profile options 'Quantity shipped on orders' and 'Default shipped as ordered' are both enabled, transferring quotes to new orders will write the item quantity values to both the Qty Ordered and Qty Shipped fields.

• The security group option to 'Permit transfer of quotes' has been separated into two separate options for transferring either customer or prospect quotes. These are independent to the other security option for 'Permit transfer of prospects'.