Enhancements and revisions in Adagio PurchaseOrders 8.1D (2014.03.10)
Features
You can now search the details on purchase orders, receipts and other documents using the smart finder. A Find button as been added on the Details tab and Find Line added to the right-mouse menu on the grid.
You can now select which vendors of a multiple vendor document to print when auto-printing individual documents or printing from the grid. The vendors appear in a list on the print dialog. Vendors that do not have Print, Fax or Email set in Send Method for PO Print Options do not show on the list. If one of the options is set, the vendor will show on the list but printing will match the vendor record. For example, if the vendor is set to Print only, it will show on the list but documents will not be faxed or emailed.
You can now manually prorate multiple Miscellaneous Charges.
Supports Transport Layer Security (TLS) / Secure Socket Layer (SSL) for secure email servers when emailing documents. Added option 'Use TLS/SSL' added to Email Setup function. Note: this will require a workstation install (see Upgrading topic in Release Notes).
Text Blocks can be defined and added to purchase orders as multiple comment or instruction lines. Note that Edit Text Blocks defaults to disabled in any existing Security Groups if you are using Adagio security.
Added the new sort Category / Item Number when sorting lines on a document or sorting lines when printing a document.
If you add a new Ship To Address on the fly after using Import OE Lines, when you click the ShipTo button on the Bill to / Ship to tab it asks the question "Do you want to create a ship to address, and use the OE address as the default?". Responding “Yes” allows you to use the customer's address from the OE order. The Ship To code is set to the Customer Number. If the Ship To Address already exists it asks "An address exists with the code from OE, do you wish to updated it?".
When adding an IC item on the fly while entering purchase orders the vendor from the detail is set as the Primary Vendor in the item.
You can now change the Adagio JobCost allocation on details in receipts.
Code 39 barcodes could be printed for any field on purchase orders and other documents in previous versions. However, these barcodes could not be scanned because they were missing the leading and trailing asterisk. Added Bar Code Font field to the System tab in the Program Properties function in the designer. Fields using this font on documents will print a barcode that can be scanned. Note: The barcode font is not embedded in PDFs or email attachments and, therefore, must be installed on the computer that prints the documents. Typically fonts will be installed on all machines at a site and barcodes will print. However, this will be a limitation when sending documents by email. Barcodes will be embedded in a future release.
Added M19, Company Contact spec code in the document designer.
The status bar now shows activity of various steps when the program is starting up and the database is opening.
Added 'Auto-backup after DIC' option to the System Options tab in the Company Profile.
Added Filter criteria 'Before today' and 'After today' for Floating Date Range.
A 'Report set' button has been added to the toolbar.
The Item button on details in documents opens the Item Inquiry with Sales and Costs rather than the standard Item Inquiry if security permits.
The Data Integrity Checker detects and deletes orphaned document header records when there is no totals record or details records.
Problems Fixed
If you edited the primary vendor and vendors on details such that a vendor that was used is no longer used on the purchase order, the vendor was not removed from the View tab. It remained until posting so changes to the vendor where not lost in case you used the vendor again. Now the vendor does not show on the View tab or print if there are 0 lines for the vendor.
Edits to tax amounts were lost if multiple vendors on a purchase order were invoiced separately.
An Access Violation occurred if you quickly clicked between the View and Total tabs without letting the document load on the View tab.
When you entered a Receipt for a PO with manually prorated Miscellaneous Charges that had already been partially received, the warning message about the remaining amount to be allocated showed the wrong amount.
The warning for an inactive vendor was displayed for every detail added to the purchase order. It is only displayed once now on the edit of an existing purchase order and when creating a new purchase order, once on the header and once for the first detail.
When importing an order from OrderEntry, if you respond Yes to the 'Do you want to use the vendors on the IC items?' prompt, IC items that do not have a vendor specified in the item are now assigned the vendor from the purchase order header. In some cases in version 8.1C, the vendor was left blank and a integrity error resulted when this occurred. There were further problems if these items were receipted and invoiced. For purchase orders where this may have happened, you cannot post until it has been corrected. If this has happened, the Data Integrity Check will assign the primary vendor on the purchase order to these items. If Day End has been done, adjustments will need to be made. You are now prevented from posting a Receipt or Invoice/Adjustment when there are a blank vendors.
On the Details tab when editing or viewing a purchase order, if you clicked the triangle button to hide the vendor information and clicked it again re-show the information, the Change Vendor appeared.
The Db GL Account field for Sundry Items could not be edited on receipts.
Posting a purchase order with a Sundry vendor as the primary vendor, that also included a item with a Payables vendor, incorrectly displayed an error that the Sundry vendor was not found. Starting with either a Payables or Sundry vendor, and then adding an item with the other type, now sets the vendor type value correctly even if an IC item is set with the primary vendor having a sundry code. If the primary vendor code on the IC item isn't a Payables or Sundry vendor, then the correct 'vendor code doesn't exist' message appears.
The Day End process may have created incorrect GL entries to the Ledger rounding error account when Receipts were partially invoiced. When Misc Charges are allocated on a Receipt and Item details are deleted from the Invoice/Adjustment, all Misc Charge details will be deleted from the Invoice/Adjustment entry. The cost allocations from the Receipt are not reversed. A new Misc Charge may be added to the Invoice/Adjustment to update the Items on the Invoice/Adjustment. When the remaining Items on the Receipt are invoiced, the Misc Charges can be adjusted if needed.
The grid was not refreshed correctly, in some cases, in the Auto Generate function after generating purchase orders.
Taxes were not added to purchase orders created for the Auto Generate function.
When printing a Report Set, your choice on the message dialogs displayed is remembered. If you select the option 'Don't show this message again' the dialogs will no longer be displayed and the action taken will be for the remembered choice.
Importing documents containing new IC items that do not have Item Location records caused data integrity errors in the Total Quantity on PO that could not be rebuilt correctly.
For formatted item numbers, if you added an IC item in Adagio Inventory (or other modules) by copying and pasting the item number and you inadvertently included a CR/LF, the item was added and could be seen in grids and finders in any module. However, when selected an error displayed saying "Record not found". This is now prevented in Adagio PurchaseOrders. Likewise for formatted document numbers, if you created a purchase order or receipt and manually assigned the document number by copying and pasting a number with a CR/LF, the document posted and could be seen in grids and finders but, when selected, an error displayed saying the document was not found.
The smart finder did not work for Sundry Items that had leading spaces in the Item Number.
The Data Integrity Check now checks for details on purchase orders where the Qty Ordered * Unit Cost doesn't equal Extended Cost.
Installs an updated version of the Adagio Data Source (ADS) that correctly records the OpLocks setting shown in station log files.