Enhancements & Revisions


Adagio SalesAnalysis 9.3B


June 16, 2023


     Controls

        ·          In Edit Sales Data, multi-segment Inventory or OrderEntry Price List Items are displayed with the item format in the Detail List and from the Find function.

    ·          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. 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.

                                                                        ·          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 (SR) 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.

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

                                                            Import/Export

                                                                       ·          When Editing properties for Text-type Optional Fields, a new Import button is now available to populate the list of possible values for this field. Only one-column Excel sheets without a header row are supported.

                                                                       ·          Import and Export Transactions templates now show Optional Field Titles in the field list instead of the generic labels like Optional Field Text 1.

                                                                       ·          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.

                                                           Miscellaneous

    ·          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.

    ·          There is a new option in Company Profile: ‘Retrieve misc. charges as amount?’.  If this option is selected, Miscellaneous Charges that are retrieved or scanned will only update the ‘Amount’ field. The ‘Base Price’ and ‘Cost’ will be set to 0.00.

    ·          The ‘Set Invoice Paid Indicator’ Utility has been updated.  If a Paid Invoice is adjusted to reduce the ‘Current amount’ to less than zero, the ‘Invoice Paid?’ status is no longer reset to ‘Unpaid’. Negative Invoices and Credit notes that are Paid and then are adjusted to increase the ‘Current amount’ to above zero are also left unadjusted.

    On-line inquiry

    ·          In Edit Online Inquiry Templates, the finder and smartfinder are available for the Customer Name Starting and Ending Range fields.

    ·          Online Inquiry Templates can be private to the Adagio user or public for use by all users. Except for the SYS user, Report Sets can only be printed for the User’s private  or the public Online Inquiry Templates.

    ·          There is a new Company Profile option, ‘Revert to Master Item Description?’.  It is only available if the option, ‘Use Desc. From Transaction’, is not selected.  It works with the ‘Update Item Description File’ Utility when the ‘IC Alternate Price List Items’ option is selected.  If the Price List item for an Item Detail no longer exists in Inventory, the Item Description for that detail will come from the IC Item Master

    Automation

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

    ·          If the Company Profile option, 'Use desc. from transaction' is selected, there are new Automation Commands for: UpdateltemDescFromIN and UpdateltemDescFromOE with these Nouns: ScanCurrent, ScanHistory, ScanBoth. If the Company Profile option, 'Use    desc. from transaction' is not selected, there is a new Automation Command for: UpdatedItemDescFromIC with these Nouns: ICItemMaster, ICAltPriceList, InvoicesItems.

    Bugs Fixed

    ·          The Customer Transactions viewed from SalesAnalysis did not show the DocStore Viewer for SalesCQ Quotes.

    ·          There was a Report error printing an Online Inquiry that included Miscellaneous Charge items with a longer length than the Item numbers, in some cases.

             ·         The Archived File Properties report was updated to handle longer document numbers.


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