Enhancements & Revisions

Adagio Inventory 8.1C

July 16, 2010

Fully compatible with Windows 7.

Compatible with Adagio Invoices 9.0A. Inventory 8.1C requires Invoices be at version 9.0A (if used). It is not compatible with earlier versions of Invoices.

Supports the scaling text feature on Windows 7 (previously referred to as 'Large Fonts'). To increase the font size, from the Windows 7 Control Panel select Appearance and Personalization, Display, and 'Set custom text size (DPI)'. Enter a scale percentage and turn off 'Use Windows XP style DPI scaling'. You must off your computer and log back in for the change to be applied. Note: The option 'Use Windows XP style DPI scaling' must be off, and changing the scaling will cause your Windows desktop to be rearranged.

Extensive improvements have been made to the grids and finders used to select items to view or edit. Item grids can be sorted by Item Number or Item Description using the right mouse context menu. The Column Editor allows you to hide inactive items when the grid is displayed in item number sequence. The Find button allows you to locate an item by entering the Item Description (without case sensitivity). A 'Find Item' button has been added to the detail screen in all transaction entry functions. If an inactive item is located and these records are suppressed from the grid, the user is warned the item is inactive and is able to activate the item (if the user has permission to edit items, otherwise the entry must be canceled).

Adagio OrderEntry 8.1C (2010.05.07) or higher and Adagio Invoices 9.0A or higher support find by description and inactive item functionality when Inventory 8.1C data is present.

Item Number segments can be shown as separate fields in grids and finders. The field names are set to the Segment Name fields from the System Options tab in the Company Profile. These fields are also available in GridView after installing Inventory 8.1C.

Column Editor settings are now saved by grid by user by database.

Option to print Active items only has been added to report dialogs these reports: Item Status, Overstocked Items, Slow Moving Items, Price List, Selling Price/Margin Analysis, Markup Analysis, Sales History, Alternate Price Lists, and Alternate Items,

Added new function User Preferences under the File menu. It allows you to set certain options by user that were previously global, including options previously found under File | Options, Reports | Report Options and from the Company Profile (company background color and On Start-up functions). The preferences can optionally be set for all users and preferences can be printed. If no individual user preferences have been set up for a user, all preferences originally set for the Adagio System Administrator, user SYS, will be used.

The option 'Auto-advance smart finder' has been added (in the User Preferences function). It controls whether the focus is on the previously found grid or on the search criteria field when the smart finder is opened. Select the option if you want focus to be on the next row in the grid, allowing you to press F6, Enter and select each item in turn through the found list. Turn it off if you usually want to search by new criteria each time the smart finder is invoked. In either case the position is advanced in the grid each time the finder is opened. When the smart finder Grid is opened, you can toggle the focus between the Grid and the selection criteria by pressing F6.

The option 'Implied decimal' has been added (in the User Preferences function). Turn the option on if you want a decimal automatically entered before the last two digits. For example, typing 400 in an amount field and tabbing to the next field will result in the number being changed to 4.00; typing 400.00 and tabbing to the next field will leave the number as 400.00. With the option off, typing in 400 will result in the number being changed to 400.00 (the behavior in previous versions). Percent fields and exchange rate fields are not affected by this setting. The setting is by Adagio user, for all companies, and when set in any Adagio module, it is set for all Adagio module versions that support it.

The option 'Alphabetically sorted field list' has been added (in the User Preferences function). Turn this option on if you want field lists in the Column Editor and Filters sorted alphabetically.

Optional Fields have been significantly improved with the addition of edit controls to validate optional field entry within and across an Adagio module(s). Users can control whether a text field, combo box or Finder field is used to validate optional field entries. Data can be restricted as to length and case. Fields shared between modules (such as Adagio Receivables Customer optional fields in Adagio OrderEntry) will automatically inherit the same validation rules. Module by module control of field entry and validation is available.

You now have explicit control of how an item record is displayed in any item selection grid. File | Edit Styles allows the creation of named styles with a colored background and font color. User control of font attributes bold and italic are also supported. Named styles may be assigned to individual items by editing a record or importing the style you wish to use. The style controls the display of an Item on the grid. Use this feature to highlight low stock levels or newly received items in inventory. Adagio Styles are shared globally between all Adagio modules and company datasets.

Display just the records you need in your main Item selection grid. User defined filters can select and instantly display item records that meet specific criteria in a user specified sequence, ascending or descending. Column settings are saved by grid for each filter by user by database. Up to 5 selection rules can be defined per filter. Compare data elements to a constant value (YTD Sales > $10,000), another data element (Standard Cost < Most recent cost) or, in the case of dates, to a “floating date range” (Last receipt date in Last 30 days). A 'Week starts on' field has been added to System Options tab in the Company Profile. Grid filters may be public or private. Item filters can be refreshed automatically when a Data Integrity Check is performed or on demand. Styles can be automatically applied to records that belong to a specific group, making it easy to identify important records according to criteria that you choose. The Display Style may also be set manually in the Edit Item function. The manual and automatic style code for the item print on the Item Status report in the Profile section. The Apply Styles function in the Maintenance menu allows you to apply multiple filter styles simultaneously.

Data Integrity Check (DIC) will automatically refresh all filters and reset all filter Styles used based on the Style priority set in the item filter. For items that no longer meet any filter criteria, any filter style previously assigned to them is removed and reset to the Standard style. No messages or warnings are given in the DIC.

You can now specify a desktop background color, image and/or text constant to display on the Adagio desktop. Use this feature to display your company logo. Use the text strings to make the company name prominent on the desktop. Any JPG or other graphic image can be centered or stretched to fit on the main program desktop. These settings are made on the Appearance tab in the User Preferences function.

You can now maintain reorder data by Location for items, including Minimum and Maximum, Reorder Quantity and Projected Sales. You can edit the reorder data in the Edit Item function on the Reorder tab or in the separate Edit Reorder Data function by entering a Location. A future release of Purchase Orders for Adagio will let you auto-generate purchase orders by location.

The Reorder and Overstocked Items reports can now be sorted and printed by a range of locations. Each of the reports now has 2 ranges, allowing it to be printed by Item/Location, Location/Item or in other combinations. If you choose other fields such as Category/Report Group, the report will print sorted by Category/Report Group/Item/Location. Note: The 'Reorder data' option on the Item Status report prints the total of all locations for the item.

The Import and Export Reorder Data functions now include the Location field. The default template has changed to include the Location field as it must be included in the import file or defaulted.

Dimension fields (W x L x H) for the item and for its packaged dimensions have been added to items. The units of measure are set in the 'Dimensions unit of measure' field on the System Options tab in the Company Profile. The dimensions print on the Item Status report in the Profile section. Future releases of Adagio OrderEntry and Adagio Invoices will support these fields, including the ability to print them on orders and other documents.

Added an Excel Direct button to the Edit Item and Item Inquiries grids.

Excel Direct from grids now has a progress bar and cancel for grids with a very large number of rows.

Excel Direct (from finders, smart finders and from grids in some modules) can be configured to export an ASCII CSV file (instead of sending data direct to Excel) and start an application that automatically opens the file. This allows export when Excel is not installed and provides support for other spreadsheets such as OpenOffice.org. Note that unlike Excel Direct there is no formatting with CSV. To enable this functionality, entries must be made manually in the file softraksystemssi2xl.ini. Refer to the Configuring Excel Direct to Export to CSV section for details.

The Help | About dialog now has a 'System Info' tab showing the version and path to various DLLs used by the program.

Import/Export supports Excel® 2007 format (.xlsx) allowing for greater than 65,535 rows in import and export files. Spreadsheets no longer need to be saved in Excel 97-2003 format (.xls) before they can be imported.

15 Tax Levy fields have been added to items on the Pricing tab. In OrderEntry 8.1C a feature was added to automatically add a flat or percentage surcharge for items and print it as a detail line on invoices. For example, for recycling fees on electronics. To accomplish this the Tax Base for the Jurisdiction in the Tax Group was set to charge tax on 1 of the 2 user specified cost fields in the item. There was a limit of 2 different fees per item, limiting the feature to supporting 2 jurisdictions if the fees were different. The addition of 15 Tax Levies in the item allows for up to 17 different jurisdictions. OrderEntry 8.1C (2010.05.07) or higher is required. The Tax Levies have been added to the Item Status report.

Listing button added on the Group Setup window prints all options or enabled options only for a range of groups.

The 'Overwrite records?' and 'Add new records? options in the Import Physical Inventory Worksheet function have been removed, as the existing worksheet is always replaced on an import (unless there is an error during import). In addition, the message warning that the worksheet for the Location will be replaced has been updated to indicate that it will only be replaced if the import completes with no errors.

The subtotals on the Item Valuation report printed sorted by Category Code, Item Segment, or Report Group with the 'Restrict to nonzero qtys and costs' option selected, totaled only the positive quantities and did not subtract the negative quantities.

The Item Valuation report printed with a 'Valuation as of' date backdated from today, with the 'Restrict to nonzero qtys and costs' or 'Restrict to positive qtys and costs' option selected, excluded zero quantity as of the run date (today) instead of the valuation date.

The Item Valuation report printed with a 'Valuation as of' date backdated from today, with the 'Restrict to nonzero qtys and costs' or 'Restrict to positive qtys and costs' option selected, and printed as Items by Location in detail format showed extra lines without item numbers or descriptions in some cases.

The Item Valuation report printed as Separate Locations, with the 'Restrict to nonzero qtys and costs', had an incorrect Location subtotal. The Item Valuation report printed as Items by Location, with the 'Restrict to nonzero qtys and costs', had an incorrect Item subtotal. The Report Total was also incorrect for these reports.

The Item Valuation report did not show the cost of items if the items currently have 0.00 cost and quantities at locations are not also 0. Consolidated Locations was affected for backdated reports. Items by Location and Separate Locations reported the correct quantity but not the cost. If the current cost of an item is 0 but the quantities at locations are not also at 0, the cost of an item will be calculated using the Most Recent Cost.

The default column titles for the Archived Documents grid on the Purchase Orders tab in the Item Inquiry function did not match the actual fields in the columns.

The Data Integrity Check can now rebuild "Item location file is out of sequence" errors.

Typing the Adagio user password on the Open dialog displayed the characters very slowly when on a network in rare cases.

The Enter Adjustments function did not allow multiple users in version IC8.1B, even when the 'Single user adjustment entry?' was turned off on the System Options tab in the Company Profile.

The Reorder Report now has the item number and description on a separate line, which allows more of the description field to be shown.

The Data Integrity Check (DIC) changed non-stock items that had Quantity on PO greater than zero to be a stocked item. The item could not be easily changed back to a non-stock item because not all quantities stored with the item were zero. The DIC no longer checks the Quantity on PO for non-stock items.

If the 'Auto print audit list after post?' option was on, an error occurred in the Assemble Master Items function if you did a second assembly without first closing the function.

The Item Assembly function now checks the active status of component items and displays a message indicating assembly is prevented if any on the items are marked inactive.

When an inactive customer is selected from the finder or entered in the Customer field of the Enter Shipments function a warning is displayed.

The Bills of Material inquiry screen did not update the fields when the Next and Previous buttons were clicked.

The 'Inventory Control (I.C.)' total was wrong for Stock Transfer on the Transaction History report in multi-currency databases.

If you cleared a Shipment by deleting details and blanking out the customer number you still could not import shipments and received the message "There is a shipment in progress. The shipment must be processed or cleared before importing can occur."

In Item Edit, on the Vendors page, the width of the Additional Information fields has been increased to show more of the 75 characters allowed.

The Composite Dictionary @Z80C has been updated to include changes made for 8.1C for use in Adagio GridView. The dictionary name changes to V3 (Adagio {Composite Tables 8.0C V3}). Views made using "IC Item w Add, Item Loc, Category ( @Z80C201 )", "IC Item w Additional ( @Z80C207 )" and "IC Item w Additional, Category (@Z80C200)" may need to be updated.