Hi,
We would request consideration be given to resolving unnecessary restrictions on batch import processing that blocks unattended and manual import processing especially in Receivables and Inventory. Every module should have the same functionality but you would make our client's and my life better if you could resolve with an update or hot fix.

We do tons of integration work with importing validated transactions into Adagio from many 3rd party solutions. The ability to integrate Adagio with so many 3rd party solutions is one of the benefits of using Adagio as our preferred solution for our clients' operations.

Specifically, in Inventory, we need the ability to import transfers, and inventory adjustments into Inventory Batch transactions no different that manually entering the inventory adjustments or inventory transfers. Currently, if anyone is in Inventory or Purchase Orders or Order Entry, we cannot import inventory transfers or inventory adjustments unless all users exit these modules. It makes no sense now that Inventory 9.3A has been updated with batch functions for transfers and adjustments.

Why do we need this? We are using the import functions to integrate with Link2MyPOS, WMS, and 3PL solutions, to report real time adjustment transactions. Having to wait until the end or start of the day is a real limiting issue when you need to know the quantity on hand for example for creating Purchase Orders, or Assembling items for sales order Fulfillment, or determining inventory quantities available for any purpose.

Specifically, in Receivables, we are importing cash settlement transactions from 3rd party credit card merchant card services (Stripe) into a cash batch and we are blocked with our automated scheduled import during the day if users are in Receivables processing transactions in invoices or cash receipts.

You need to have the same rules for batch import functionality as users manually entering batch transactions.

Open for comments of support or ways to resolve.

Thanks for your consideration.

Brian

Hello Brian,

I had forwarded a request to R&D to investigate this for a future release when you originally submitted it. I have added your additional comments to the request.

Hello again, Brian,

With Receivables 9.3B, I had no issues with importing cash batches (with or without Adagio Payments) while other users were editing Cash or Invoice batches in Receivables.