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New Features
Adagio OrderEntry 8.1C
Released: July 31st, 2009
This
release provides full compatibility with Adagio Receivables V9.0A, including
support for extended features such as credit check bypass on terms, function
specific alerts and integration of cash receipts with Adagio BankRec. Customers
can be located by code, name or telephone number. Inactive customers can be
suppressed from the selection Grids. Territory and salesperson codes can be
overridden from the Ship-to file. Users can be forced to record payment
information on an invoice before it is saved.
You can
select specific forms to open or processes to run on application start-up.
The edit
Orders/Invoices/Credit Notes dialogs are now sizeable.
Users can
be prevented from dating documents in a period marked as closed in Adagio
Ledger.
E-mail
setup is now stored by company and optionally by user ("reply to" etc). Database
fields can now be specified for the e-mail subject of the cover page.
New codes
have been added to the specification forms designer. A complete list can be
printed using the "All specification codes" document in the sample data. You can
now print the tax jurisdiction descriptions in the Totals section of an invoice.
You can now add a section to print the tax description after an item. This can
be used to separate out environmental fees and other "per unit" taxes so that
they appear under the item to which they apply. You can now indicate that this
is a COPY of a previously printed document.
You can
now prevent a user from entering an Order for a customer on hold.
The Order
Action report now uses the expected ship date on the order line file for its
reporting. If you change the expected ship date in the order header, you are
given an opportunity to propagate the change through all the item lines.
And these changes were made in earlier versions:
Version 8.1B (April 21st, 2008)
New inquiries
available under Display History allow quick lookup of sales by customer/item or
item/customer within a specific date range. Sales lines can be sent to Excel
with a single click. When entering an order, you can quickly review historical
pricing for an item to the customer.
Common text blocks can be created and
easily placed on an Order, Invoice or Credit note as either Instruction or
Comment lines.
Credit notes can be created from invoices in History, and warnings are
given for duplicate credit notes against an invoice. Warnings are also given if
an item shipped quantity will force inventory levels negative, or if an Order is
already in the system with the same customer PO number.
A line item entry template
is available to automatically skip fields. This can be used to prevent users
from changing item prices.
Users cannot enter orders for
customers over their credit limit without providing the initials of an
authenticated user with that authority. Order confirmations can be printed for
Orders that are "On hold".
User initials, date and time are
saved for each document creation, last modification and printing occurrence. A
count of the number of times a document has been printed is available for
display or printing on a form.
Payments can be recorded on Orders
and will only flow through to Adagio Receivables when the order is
invoiced.
Non-financial text only information may be changed on posted invoices
and credit notes. A company profile option controls which fields may be changed.
Users can be further restricted from changing specific fields. This is useful to
correct minor spelling or other errors.
The invoice and credit note audit
lists now include a payment method summary at the end of the report to assist in
end of day cash reconciliation.
Compatible with Windows Vista. All
Adagio modules are now signed with a Verisign digital certificate.
Invoices and
other documents can be emailed as PDF attachments
New customer fields in Adagio
Receivables are supported in Adagio OrderEntry: email addresses, web site URL,
credit cards (encrypted), alternate contacts, and selected document
specifications (email, fax, printout for invoices, order confirmations, and
credit notes).
New fields added to OrderEntry include defaults for: Ship from
location; Ship-to code; FOB point; Picking Slip spec.
Documents can include optional
user defined fields: 3 x string (character), 2 x date, 2 x amount, 2 x units
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