Enhancements & Revisions

Adagio OrderEntry 9.3B

December 7, 2022

· OrderEntry is now integrated with REPAY's ClickToPay. This allows you to place an image on a customer's Invoice. Your client can select the image to access outstanding invoices and pay them online using a credit card or ACH (for US Customers).

For data that is setup with ClickToPay, there is a new feature in the Order designer for C2P Images. When you choose C2P Image from the button bar and insert the Image, you can choose the size of the REPAY ClickToPay image in the Specification. The sizes range from: Very Small to Very Large.

· OrderEntry can be configured to create Export files for bMobile™ Route Software. The Export to bMobile functions can be run ‘On Start-up’ or by using Automation and the bMobileExport Command.

· Edit Tax Groups now has a Calculation Method setting. It supports Automatic, Override and Manual. Use Automatic to have tax calculations behave without changes. Select Override to allow editing the tax calculated in Enter Orders/Invoices/Credit Notes. If Manual is selected, no taxes are calculated.

For an entry created with a Tax Group set to Override, the Total tab, will show a 'Recalculate taxes' button if the taxes do not match the calculated totals. The F9 key will 'Recalculate Taxes'.

With Manual or Override set on the Tax Group, Tax Totals for an Order with Quantity Shipped may be imported.

· There is a new option for Auto-invoicing. The ‘Auto-invoice method’ may be set to: Shipped quantity as is. Only item details that have a Shipped quantity will be invoiced.

· Word Wrap is now supported for blocks of text copied and pasted into Text Blocks in Edit Text Blocks and Document Entry.

· 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.

· There is a new option, 'Use computer date for new transactions'. If selected, the System Date will be the default Document Date instead of the Session Date.

· Better support for Barcodes. If the same item is repeatedly scanned, the Quantity Ordered, Quantity Backordered or Quantity Shipped on the first line item is updated depending on Company Profile settings. If pricing is based on Quantity purchased, it will also be updated.

If the Company Profile is set to ‘Serial entry mode’ of ‘Auto’ or ‘Prompt’, if there is a Quantity Shipped, Serial Lines will be added or prompted for.

· In Automation, the SetSessionDate command has a new noun for: Yesterday.

· Added the option 'Print credit notes with negatives?' to the Spec Options tab of the Company Profile. If turned on, amounts on credit notes will print with a leading negative sign (e.g., -75.60). This may help make it clearer that the document is a credit note rather than an invoice.

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

· For form printing, new specification codes have been added for:

C76, Preferred stat. send method

C77, Preferred inv. send method

C78, Preferred B/R send method

D146, Stocking Unit of Measure Description

D147, I/C Vendor 1 Name

D148, I/C Vendor 1 Item #

D149, I/C Vendor 2 Name

D150, I/C Vendor 2 Item #

E73, Quote Number

E74, Quote Revision

· Email Cover Sheets have been updated to include these new fields:

Customer Salesperson Name

Invoice Salesperson Name

Order Number

· Floating Date Ranges have been added to selected reports to simplify Date selection for Report Favorites, Report Sets and Automation.

· 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.

· 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 (OE) 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.

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