Hello Norm,

Yes and no.

Zippy Notes
Adagio maintains notes (both chronological and additional) for Customers, vendors, Inventory items and g/l accounts. It does not offer Zippy Notes "pop up" capability - you'd have to go and check the file. I am sure we will eventually add pop-up functionality at some point.

Report Master
Are you referring to Report Master DOS or Windows? You will be able to use Report Master to report on the basic Adagio files. Adagio OrderEntry maintains its own history. If you want to report on that file, you'll need to move to Crystal Reports for Adagio or GridView. Adagio OrderEntry will automatically load its files from Invoice History when it "wakes up" for the first time. You might also consider installing Adagio SalesAnalysis to replace Invoice History. What kind of reports are you producing with Report Master?

Invoice History
Adagio OrderEntry maintains a complete order/invoice/credit note history, from which you can reprint or restore invoices. If you do your dayend in Adagio, then Invoice History will not be updated. If you do your dayend in ACCPAC Plus, then completed orders and invoices will not be moved to Adagio's historical files. What functionality are you looking for that Invoice History provides?

Thanks for considering Adagio.

Hi Norm,

There are two types of 'notes' you can store on each and every customer record, or vendor or item or GL account. One is an unlimited memo field where you could write instructions, addresses, contacts or other information that wouldn't change very often. The other is a set of text information that are indexed by date/time and user. So if you have a conversation with a customer and want to keep a record of that, you could enter that here, and also remember the date and time.

If you use Report Master for creating 'quick' exports, then you really ought to look at GridView. It can take any single data file (IC Items, AR customers or transactions, or ANY file) and with a single button click the information is sent directly to Excel. You can also include selection filters and calculated fields.

The Adagio OrderEntry historical files has a purpose of keeping older documents for the purposes of reprinting or restoring. You can search for particular documents but by itself you cannot easily maintain statistical data.

If you want to do statistical analysis of your data, such as which customer bought which item, how much and how often, then Adagio SalesAnalysis is the proper tool for this, or you could use a report writer (Crystal Reports or GridView) against the OrderEntry History files.

And to clarify Andrew's last point: Accpac Plus OE does not know about Adagio data files, meaning if you were to run Day End Processing in Plus, the Adagio historical files would not get updated. Vice versa, Adagio OE does not interface to the Invoice History module, so when running Day End, the necessary retrievals and file updates are not done for IH.

So you'd need to decide what sort of things you want to be able to with your sales history and what tools will do that best for you. With a combination of the re-printing capability of the built-in Adagio OE History, and the statistical reporting of either SalesAnalysis or a reporting tool, is there anything else in Invoice History that you use and require?

Hello Norm,

To add slightly to Warren's post.

You can make the appropriate notes for a customer in Adagio's note pads. Someone would have to remember to check the customer's notes for any special instructions, but hese notes can be checked while entering an order, without changing applications.

If you are using Report Master to export data into Excel, click here to take a look at GridView today! It can export anything in Plus or Adagio directly to Excel with a single button click (which will automatically launch Excel if necessary - no importing or exporting).

GridView hooked to Sales Analysis or Adagio's OrderEntry history should be able to answer the questions about what you've sold to a customer.

Why not download a demo copy of Adagio and point it at a copy of your data to take a look?

Hello Norm,

There are two Purchase Order solutions integrated with Adagio - both from Adagio Developer Partners. For a complete Purchase Order solution, check out [http://www.purple.co.za]Purple IR for Adagio[/url]. If you are satisfied with the functionality of your 6.5 Inventory PO processing, the POTracker module from Island Microsystems might fit your needs.

We understand how dependant some companies are on functionality offered by various ACCPAC Plus add-on modules. I'm sure you'll see that functionality added to Adagio in upcoming releases. Of course, we'd be happy to quote on adding something special for your firm if our development timetable does not meet you needs.

As far as getting customer/item sales from order entry using GridView - you're right - you need to point it at SalesAnalysis to get that information directly.

Feel free to give me a call if you'd like to discuss your requirements (1.800.663.9798).

I don't know if I'm allowed to post here, but I guess if you reading this, then the answer is yes!

One clarification to Warren's post above. You can use Invoice History and Adagio Order Entry together without any problem, as long as you set the number of days to keep orders alive in OE sufficiently high (I like 30 days).

Invoice History doesn't require any special files or procedures to integrate, it simply reads the OE Header and Line files, and synchs itself. So it doesn't care whether it is looking at a Plus or an Adagio OE database - they are identical for it's purposes.

Steve Schwartz