Enhancements & Revisions

Adagio OrderEntry 8.1C

July 31, 2009

Compatible with Adagio Receivables 9.0A. Compatibility with earlier versions of Adagio Receivables is maintained. The Enter
Orders/Invoice/Credit Notes function supports the Customer in Adagio Receivables 9.0A and associated new features where ever
possible. Customer Alerts by module and function are supported. Address blocks in Adagio OrderEntry documents do not yet
support the North American formatting available in Adagio Receivables 9.0A although customer and ship-to addresses will be moved
into the four unformatted address lines in the document as space permits.

Sign-on
The Adagio Open Data Dialog has been significantly improved. 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 Adagio OrderEntry 8.1C they will be asked “Would you
like your historical company access list set up?” Answer yes to have all entries from the Previously Opened list from your prior use of
OrderEntry copied for your use. The Open Data screen and Previously Opened database list now show the date the database was
last opened by the user. You may also elect to have Adagio save your Adagio User Id and Password and default them when logging
into Adagio. The saved information is based on your Windows authenticated user name. This option may be turned off by editing
softraksystemADS.INI and adding the lines:
[Options]
RememberUser=0
RememberPassword=0
Options have been added to open functions when the program starts up, including order edit, customer inquiry and item inquiry.
Imports can be automatically processed on start up.

Backup
Adagio OrderEntry will optionally create a backup of related data whenever a Data Integrity Check completes without errors. Adagio
OrderEntry will offer 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 multi-currency files for single currency databases are now backed
up when you backup a ‘Complete Dataset’.

Edits
OrderEntry includes enhancements to the item edit and inquiry functions added in Adagio Inventory 8.1B, including sizing screens
and Alt Keys on tabs. These and other enhancements are included stand-alone (no IC) OrderEntry. Note: Edit Item function in OE
does not include the new Location, Reorder and Sales History tabs as they are controlled by Group security settings in IC.
Ship-to addresses are now maintained in the customer when Adagio Receivables 9.0A is used. Ship-to Addresses in AR are also
used by Adagio Invoices. A separate function to edit Ship-to addresses has been retained in OE.
Salespersons are now entered and maintained in AR9. Salespersons are shared with other applications, including Adagio Invoices.
Copy Locations, Categories and other records places you directly in the edit for the newly created record.
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.
Deleting an item now also deletes all transactions in history for the item.
Speed keys have been added to select the Category or Item option on the Edit Special Prices screen.

Inquiries
Excel Direct from the history inquiry in document entry and from display history now create a table in Excel version 2007 or higher.
Settings on the History Inquiry, Items tab, are now remembered.

Enter Orders/Invoices/Credit Notes
The edit Orders/Invoices/Credit Notes screens are now sizeable. This allows more detail lines to be shown on the screen at one
time. The Edit Detail screen is also sizable. This allows more lines (Locations) to be shown in the ‘Qty on hand’ grid.
Enter Orders/Invoices/Credit Notes function supports look up of customer by name, phone number and AR document number (for
credit note entry).
Prevent / warn when the document date is for a closed period / Year in Ledger. The ‘Validate closed periods’ option in the Company
Profile, System Defaults tab, can be set to Allow, Warn, or Disable.
The option ‘Allow order for on hold customer?’ has been added in the Company Profile, System Options tab. Use this option to
disallow entering an order if the customer in on hold. OrderEntry has always prevented invoices for customers on hold. Now you can
also prevent orders from being entered. The import orders function respects this option.
Supports the ‘Active’ flag in customers in Receivables 9.0A. When you attempt to create an order for an inactive customer a warning
will be displayed. The warning prompt allows you to make the customer active or cancel entry of the order.
The option ‘Always use special price?’ has been added in the Company Profile, System Options tab. Use this option to force the
special price by item or category to be used for the customer even if that price is not the lowest price. For example where additional
services or equipment are supplied, or broken package costs are reflected.
The Territory can be defaulted from the Ship-to Address if Receivables 9.0A is used. Note: leave the Territory blank in the Ship-to
Address if you want Adagio SalesAnalysis to track sales by Bill-to rather than Ship-to.
The Salesperson can be defaulted from the Ship-to Address if Receivables 9.0A is used. Note: leave the Salesperson blank in the
Ship-to Address if you want Adagio SalesAnalysis to track sales by Bill-to rather than Ship-to.
You can now create a credit note without requiring an invoice number. The Invoice number is editable and it can be left blank or set
to something other than an actual invoice number. The credit note will then be sent to AR as unapplied cash to be left as a credit on
file. You can enter an invoice number initially to have the detail lines from the invoice populated for the credit note, then change it or
blank it out so it will not be applied. This may be useful in helping prevent customers from taking a credit twice.
Supports the ‘Payment required’ option in AR Terms. This option can be used at sites that always enter payments when invoicing
orders so that invoices aren't posted without a payment.
It is now possible to automatically add a flat or percentage surcharge for items and have it show up as a detail line on invoices. For
example, recycling fees on electronics are required by the Ontario Environmental Stewardship program. To accomplish this, 5 new
Section Types have been added in the specification designer: Detail Line Tax - Jurisdiction 1 to 5. For a flat see, define a Tax
Jurisdiction for it in the Tax Group, specifying an Account/Department to track the fee for reporting purposes. Set the tax base for the
Jurisdiction and set the ‘On invoice as’ option as ‘Total'. Set the rate to a very high amount so the fee will always be charged. An
invoice template demonstrating use of the new Section Types has been added – ‘Invoice: Detail Tax’ (OE$INVC4). The Tax Group
‘CANADA’ in the sample data includes a Jurisdiction ‘Envro Levy’.
If you change the Expected Ship Date on the header for an order the program will ask if you want to change this date on all existing
lines on the order.
A Category field was added to Alternate Items in Adagio Inventory 8.1B (2009.07.14). The Category in the Alternate Item overrides
the Category from the Item (if different) when the Alternate Item is entered on a line in OrderEntry.
The overall OE discount percentage on the Totals screen is defaulted from the ‘Default OE Discount’ on the Invoicing tab in the
customer in Receivables 9.0A.
Supports the ‘Skip credit check?’ option in AR Terms. This allows skipping the “over credit limit” warning for COD terms where
payment in full is required.

Posting
Payments entered in OE flow through Receivables to BankRec when Adagio Receivables 9.0A is used. The ‘Adagio Receivables
batch type’ in the OE Company Profile must be set to ‘Direct’ to use this feature. The feature will be supported when the option is set
to ‘Retrieval’ in a future release of Adagio Receivables.
If Adagio OrderEntry optional fields have the same name as the new optional transaction fields in Adagio Receivables V9.0A, the
information in these fields will flow through to the Adagio Receivables batch and be posted to the transaction file. The ‘Adagio
Receivables batch type’ in the OE Company Profile must be set to ‘Direct’ to use this feature. The feature will be supported when the
option is set to ‘Retrieval’ in a future release of Adagio Receivables.

Print Orders/Invoices/Credit Notes and the Order Designer
New toolbar icons in the Order Designer provide a cleaner look and differentiate this new version visually.
Specification codes are available to print the formatted address information from the Adagio Receivables V9.0A customer record.
Use the specification form “All specification codes” to see every field available to print on a user defined order confirmation, invoice,
credit note or other customized form.
C41-45 address 1-5 (formatted)
C46 Name (Customer name line2)
C47 City
C48 State/Province
C49 Country
C50 Comments 1
C51 Comments 2
C52 DUNS
C53 Salesperson name
You can now print the tax jurisdiction descriptions in the Totals section of invoices using codes V11-15 Tax Jurisdiction Descriptions.
Several other new spec codes have also been added:
M18 current date (actual date, M1 is the session or Adagio log in date)
E62 Copy label (prints “Copy” to indicate a reprint).
D73 Item Cost 1
D74 Item Cost 2
D75 Base unit price per selling unit of measure
You can now indicate a reprint of document, i.e. the word “COPY”, using new spec code E62 – copy label. The word “COPY” will be
printed on documents if they have already been printed. This is especially useful on orders or picking slips sent to the shipping
department to help prevent accidental duplicate picking and/or shipping of orders.
The list of documents to print only shows documents of the correct type (confirmations, invoices, picking slips, credit notes) or those
marked all types in the order designer.
Shipping labels can now be printed from completed orders.
There is a new way to extend vertical lines through the Detail section(s) specifications. Place the vertical line object at the position
where it should begin printing, right click and select ‘Extend’.

Reports
Added option ‘Prompt to consolidate’ on the System Defaults tab in the Company Profile. Disabling this option ensures you do not
accidentally consolidate transactions after printing the ‘Print/Consolidate G/L transactions’ report.
Added option ‘Close report dialog after print’ on the System Defaults tab in the Company Profile. Set this option off if you often print
reports multiple times with different settings or ranges.
Report performance has been improved for the Order/Invoice/Credit Note List, Order Action, Tax Tracking, and Invoice/Credit Note
Audit List.
The Payment Method is now included on the Invoice Audit List, allowing totals to be reconciled to individual invoices.
The Order Action report now supports Expected Ship Date by line field.
Custom reports in Crystal Reports for Adagio can now be created from the OE G/L Transaction batch file when Ledger 9.0A or
higher is used. Use the ‘OEX81’ table.
The Expected Ship Date field in order detail lines is now available for custom reports in Crystal Reports for Adagio table (OEW65).
Note: the Order Action report also supports this field for 8.1C.

Import / export
Imports can be automatically processed, including import of orders automatically when OE is started, for example for an import file
created from a web store. This makes it easier to import orders (you don’t have to open the import function and find the correct
import template) and warns you there are new orders to import.
Old formats such as Lotus, Dbase and Clipper that are almost never used any more have been removed from import / export
templates, leaving Excel, ASCII CSV (Delimited), ASCII Fixed Length and PSV Delimited. The old formats may be manually turned
back on for sites that need them. See the Upgrading section below for details.

Miscellaneous
The date control has been updated to improve the speed of data entry. You can enter just the 1 or 2-character day in any date field
without having to enter the month or year. The month and year are automatically populated with the initial values from the field. For
example, if the date is 1/23/2009, typing “22” and tab changes the date to 1/22/2009. You can also enter just 4 characters for the day
and month (zeros are required) and the year will be populated. This change speeds up data entry in most cases where you need to
enter a date different than the session date or last remembered date.
The Smart Finder performance has been significantly improved across a network. Note: refreshed customer and item tables are
not available to the smart finder when other users add or delete records until you close and reopen the Enter
Orders/Invoices/Credit Notes function to cause a refresh.
An ‘additional index’ to the order details by item number has been added to speed up GridView views used for inquiries into the open
orders/invoices/credit note details by item. Note: this may affect the compatibility of OrderEntry 8.1C with some third-party
products. See the Upgrading section below in this Release Note.
The Territory field increases from 2 to 6 characters when Receivables 9.0A is used.
Removed field verification option.
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.
Emailing setup (“reply to” etc) is now stored by company and optionally by user. The SYS user can copy settings to all users for a
company. The default E-mail port number 25 can now be changed to another port if necessary when sending directly. Some ISPs
require use of port number 587 for SMTP transfers. Emails will now have the correct transmission time regardless of e-mail client.
Moved fax queue from QIFAX to generic filename starting with SD that is shared by all Adagio modules that send faxes.
You can have database fields in the email subject line in Email covers. For example you may want to include a contact name when
emailing an invoice to a generic email address for a customer or you may want to include the amount of the invoice.
Added the option ‘Bypass history in DIC?’ to the Company Profile, System Options tab. Set this option to speed up the integrity
check if checking history is not critical for your site. Skipping history is not recommended if at all possible as historical documents can
be restored to current and invoices may be reprinted from history. Adagio DataCare can be used to schedule a full check of large OE
databases after business hours.
Adagio GridView 9.0A or higher is opened from the Adagio menu, Adagio OrderEntry will be displayed as the first line on the Select
Module screen so you do not need to scroll down to find it.
WebSafe changed to vitalEsafe™ in the Backup function to reflect the 3rd party name change.
Cost fields can now be hidden dynamically, allowing users to use the column editor but still not see costs. The menu option for
'Inquiries | Display Items With Cost’ in the security Group is used to control the visibility of cost fields in the Column Editor and on
grids/finders. The user ‘SYS’ can always see costs in grids. If a cost field was on a grid prior to upgrading to 8.1C, a message will
appear saying costs are no longer available to be seen and the columns will be reset to the default. You may then need to redefine
your choices in the Column Editor for the grid. When using this feature the cost fields should not be included when the 'Set views for
all users' setting is selected by SYS in grids/finders, as they would be reset by a user that does not have access to costs when they
open the particular grid.