• Compatible with Adagio SalesAnalysis 9.0A. The batch file for retrieval SA contains information for the many new fields in SA 9.0A, including Job, Phase and Category, Item and Customer Report Group, Optional Fields from the invoice header and details, and the IC Item Description (from the invoice, where it may have been edited and thus different from the item description in inventory). The Document Number retrieved in SA is now the full 12 characters rather than only 8 of 12 characters.
• The 'SA Opt. Fields' tab has been added to the Company Profile function if SalesAnalysis 9.0A data is present, allowing you to specify which Optional fields are sent to SA from the invoice header and detail lines.
• The User Preferences function has been updated. The Appearance tab, 'Alphabetically sorted field list' option and 'Exclude Ranges' option have been added.
• Customer (AR 9.0B and higher) and Item filters (IC 8.1C and higher) are supported in the Edit Customer, Edit Items, Customer Inquiry and Item Inquiry functions.
• 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 AR Customer optional fields in invoice headers and IC Item optional fields in invoice detail lines) will automatically inherit the same validation rules. Module by module control of field entry and validation is available.
• The Import Invoices function now imports optional fields and supports the 'newer' Optional fields functionality.
• Many new specification codes have been added to the Invoices Designer:
Company Information:
N015, Print comments
Customer | Profile:
C155, Name 1 + 2
Customer | Address (new section):
Address fields C4 - C8, 109-113, 135-139 move from Profile section to Address section
C151, Address line 6 (formatted)
C152, Address line 7 (formatted)
C153, Address line 6 (compressed)
C154, Address line 7 (compressed)
Customer | Ship to (new section):
L001, Tax Type
L002, Tax Group
L003, Price List
L004, Telephone
L005, Fax
L006, Contact
L007, Email
L008, Ship Via
L009, FOB
L010, Home Email
L011, Additional Email
L012, Letter Name
L013, Salutation
L014, Home Phone
L015, Home Fax
L016, Website
L017, Territory
L018, Salesperson
L019, Cell Phone
L020, Duns Number
L021, Ship Location
Batch | Batch Control:
B010, Batch created by user
B011, Batch last date edited
B012, Batch last time edited
B013, Batch last edited by user
Invoice Header | Bill to:
E146, Customer name 2
E147, Bill to formatted address
E175, Bill to name 1 + 2
E171, Bill to address line 6 (compressed)
E172, Bill to address line 7 (compressed)
E148, Bill to address 1 (formatted)
E149, Bill to address 2 (formatted)
E150, Bill to address 3 (formatted)
E151, Bill to address 4 (formatted)
E152, Bill to address 5 (formatted)
E169, Bill to address 6 (formatted)
E170, Bill to address 7 (formatted)
E153, Bill to city
E154, Bill to state/province
E155, Bill to country
E162, Invoices description 2
Invoice Header | Ship to:
E166, Ship to customer name 2
E176, Ship to name 1 + 2
E173, Ship to address line 6 (compressed)
E174, Ship to address line 7 (compressed)
E156, Ship to formatted address
E157, Ship to address 1 (formatted)
E158, Ship to address 2 (formatted)
E159, Ship to address 3 (formatted)
E160, Ship to address 4 (formatted)
E161, Ship to address 5 (formatted)
E167, Ship to address 6 (formatted)
E168, Ship to address 7 (formatted)
E162, Ship to city
E163, Ship to state/province
E164, Ship to country
Invoice Header | Payment information:
Fields E125 - 129 moved from Bill to section to Payment information section
Item | Item:
D068, Job number
D069, Phase
D070, Category
Item | IC Specific:
D061, Line discount (in percent)
D062, Unit discount
D063, Extended line discount amount
D064, I/C Base price in selling unit
D065, Extended I/C Base Price
D066, I/C Base price
D067, Unit price (IC Items) in selling unit
• The Ship to code now respects the setting for Uppercase contacts to codes' option in the Company Profile in Adagio Receivables 9.0B or higher.
• Changing Item Date field on an IC item line in an invoice changed the Item Price back to the default from IC.
• The Item Date field on an line in an invoice now defaults to the session date (as it did in 8.1B and earlier) rather than the invoice date.
• When Historical Invoices are restored and the items no longer exist or are inactive a warning is displayed.
• Invoices was not including Misc Charges in Billings entries sent to JobCost. Misc Charges are sent to JobCost, as Billings, to the Job/Phase/Category set on the Header page.
• If Security prevents access to Edit Customer, then the Customer button should bring up View Customer List. TOO MINOR.
• The Import Invoices function now validates GL Account and Department fields.
• The Invoice Posting Journal could not be printed to a destination of 'File' in Excel format in version 9.0A.
• The Sort by 'Customer number' and Sort by 'Document date' options on the Invoice Posting Journal did not work.
• The Batch Listing for data with retainage had an incorrect home currency Invoice total, Retainage and Net amount, and this caused an incorrect report total.
• Totals for Tax and the document on the Invoices Posting Journal for multi-currency databases printed 0.00 instead of the home currency amount.
• When Adagio Inventory versions prior to 8.1C were used with Invoices 9.0A, if you set 'Show active records only' in the Column Editor for items, all items were hidden and the grid was empty.
• If you searched using the 'Item text' field in the Invoice Search function, although the document was found, it was displayed with missing fields and you receive the error "Unable to find the tax group".
Install Changes
• This version moves toward our goal of a more Windows 7 friendly environment for installation. If you are installing to a mapped network drive that is normally accessible, but you cannot see it during the install when attempting to select a drive or folder, you can now install by browsing to the correct folder using the Universal Naming Convention (UNC), for example \myserveraccounting. This avoids having to adjust the User Account Control settings, which requires you to restart your computer and temporarily grant Administrative privileges to the user if they are not an administrator.
• This version simplifies installation by removing any consideration of the location of the Report Tables Drive (RTD) by the install and program in virtually all cases. Therefore the install no longer prompts for the RTD.
• The install writes to the master install log file "AdagioMasterInstall.log" in the softraksystem folder. An entry is written to this log when any full, upgrade or SP for any Adagio module (with a release date of March 2011 or later) is installed. It shows the version installed and the version being replaced, the name of the Windows user who did the install and the rights for that user. An entry is also written to the log when an updated version of the Adagio Data Source (ADS) is installed, showing the version installed and the version being replaced. This log can be used to quickly determine the install history for all Adagio programs.
• When you select the 'Backup Files' option during an install, the replaced files are now saved in a subfolder named YYYYMMDD in the BACKUP folder, under the programs destination folder (rather than the BACKUP folder itself, where extensions need to be changed to .001, .002, etc. when there are multiple versions of the same file).
• The install includes an option allowing you to skip creating entries under Windows Start for cases where you will be manually creating an icon for the user to start Adagio and do not want them starting from Windows Start. During the install, uncheck the option 'Start Menu programs'. This avoids having to delete or change the Windows Start entry that would have been created.
• The install no longer checks the Opportunistic Locking setting (Oplocks) on the workstation.
• The Opportunistic Locking setting (Oplocks) on the workstation is no longer checked when the program is started.
• The System Status function in the Help menu (chksys.exe) no longer prompts you to disable Oplocks. It displays the current Oplocks setting and allows you to change it. The 'Check R/W Status', 'Check Specific Folder' function now supports UNC browse, whereas before you would have had to turn UAC off to use it.
• SetServerForAdagio and SetReportsTablesDrive utilities have been updated. The latter should virtually never be needed at an Adagio site once any Adagio module dated March 2011 or later has been installed.