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New Features
Adagio Inventory 8.1C
Released: July 16th, 2010
Fully compatible with Windows 7 and compatible with Adagio Invoices 9.0A.
Supports the 'scaling text' feature if run on Windows 7 (previously referred to as 'large fonts').
Extensive improvements have been made to the grids and finders used to select items. The Find button allows you to locate an item by entering the Item Description. Item grids can be sorted by Item Number or Item Description. The Column Editor allows you to hide inactive items when the grid is displayed in item number sequence.
Item Number segments can be shown as separate fields in grids and finders. The field names are set to the Segment Name fields from the System Options tab in the Company Profile. These fields are also available in GridView after installing Inventory 8.1C.
Field lists in the Column Editor can be displayed in alphabetical order. Column Editor settings are now saved by grid by user by database.
File | User Preferences menu added to control program appearance and menu bar. Supports implied decimal entry and SmartFinder auto-advance. User can set and save their own desktop color, image or text.
Optional Fields have been significantly improved with the addition of edit controls to validate optional field entry within and across an Adagio module(s).
You now have explicit control of how an item record is displayed in any item selection grid. File | Edit Styles allows the creation of named styles with a colored background and font color. User control of font attributes bold and italic are also supported. Named styles may be assigned to individual items by editing a record or importing the style you wish to use. The style controls the display of an Item on the grid. Use this feature to highlight low stock levels or newly received items in inventory.
Display just the records you need in your main Item selection grid. User defined filters can select and instantly display item records that meet specific criteria in a user specified sequence. Compare data elements to a constant value (YTD Sales > $10,000), another data element (Standard Cost < Most recent cost) or, in the case of dates, to a “floating date range” (Last receipt date in Last 30 days). Grid filters may be public or private. Item filters can be refreshed automatically when a Data Integrity Check is performed or on demand. Styles can be automatically applied to records that belong to a specific group, making it easy to identify important records according to criteria that you choose. The Display Style may also be set manually in the Edit Item function. The Apply Styles function in the Maintenance menu allows you to apply multiple filter styles simultaneously.
You can now maintain reorder data by Location for items, including Minimum and Maximum, Reorder Quantity and Projected Sales. The Reorder and Overstocked Items reports can now be sorted and printed by a range of locations.
Dimension fields (W x L x H) for the item and for its packaged dimensions have been added to items.
15 Tax Levy fields have been added to items on the Pricing tab to extend the number of jurisdictions available for automatically adding a surcharge for items in OrderEntry 8.1C.
The ExcelDirect button has been added to many grids to allow single click export of information to an Excel spreadsheet. A progress bar and Cancel button has been added where exports may take longer than originally anticipated. The button may be configured to created a CSV file and load an alternate application on workstations where Excel is not installed.
And these changes were made in earlier versions:
Version 8.1B (December 10th, 2009)
Adds full AR 9.0A feature compatibility and generic features found in AR 9.0A compatibility upgrades to other products that were missing in the 8.1A (2009.02.17) Service Pack released for basic AR 9.0A compatibility.
Many enhancements to edit / view item function
Inquiry to POA in item inquiry
Add items on the fly in shipment and receipt entry
Import/export sales history and Categories
Requires Adagio Lanpak 9.0B.
Version 8.1A (February 17th, 2009)
Compatible
with Adagio Receivables 9.0A and earlier versions. The Customer Edit and
Customer Inquiry functions support the new features in the Customer in Adagio
Receivables 9.0A wherever possible.
Users are now warned if a transaction
date is outside the session date by a range set in the company profile, and
(optionally) warned if the transaction will be posted to a closed period in
Adagio Ledger. Warnings are also available if a period end should be performed
before processing further transactions.
The item edit form has been enlarged
and made sizeable. Alt-speed keys have been added to display specific tabs, and
Location, Reorder and Sales History tabs are now available in the main item edit
function as well as being available as separate menu choices. Items can be made
active at specific (or all) locations when they are being edited. Last edited by
user, date and time are now recorded with the item.
You are now warned if you
select an inactive vendor in the Edit Item and Edit Receipts functions.
Changing the costing method in a control account set will result in all the
inventory records having their costing changed when the control account edit is
saved.
A toolbar button has been added to launch the Transaction History
inquiry function. This function now includes an ExcelDirect button to quickly
export selected transaction to Excel for analysis and a Print button to print
the Transaction History report.
There is now a View Bill of Materials
function.
Function locking has been made less restrictive in Item Inquiry,
Adjustment and Receipt Entry.
You can add items on the fly when
entering Receipts if security allows adding items. The same is true in Shipment
Entry if inventory is allowed to go negative. Unit and extended costs are now
shown when entering shipments.
Report printing performance has been
improved. Inactive items can be excluded from all reports where this option is
applicable. Users can be prevented from purging historical inventory
transactions inadvertently. Audit lists can be automatically printed after
transactions are posted. The Stock Card report has been significantly improved
Scaled printing has been improved for multi-currency reports on letter sized
paper.
Multiple users can do physical inventory counts on the same location.
Import and export category functions have been added. You can now import and
export the Sales History buckets. Import errors are now logged.
You can now
exclude the transaction history from the Data Integrity Check function to speed
processing.
Compatible with Windows Vista and Adagio Lanpaks V8.1A. Signed with a
Verisign digital certificate.
SmartFinder can now search on
multiple criteria. Select up to five separate rules using "AND", "OR", "AND NOT"
and "OR NOT" conjunctions between rules. Use SmartFinder to easily create
mailing lists and simple reports. Sending a SmartFinder result list to Excel has
been improved, with better formatting of dates and numbers.
WebSafe integration
under File | Backup allows secure, offsite, automatic backup of your accounting
data to the web, (optionally) each time a backup is made. Full details about
WebSafe can be found here.
More information is now being sent to Adagio Ledger and is
accessible in GridView for inquiries. A "User Defined" option is now available
to provide complete control of the fields that are sent to the general ledger in
the transaction account description. The module is ready to send additional
description information supported in Adagio Ledger V9.0.
Import and export reorder data
functions added.
Transaction history is now updated by posting transactions rather than
having to print and clear audit lists. You no longer have to print and clear the
audit lists to ensure the Stock Card report and backdated Item Valuation report
are up date.
Adagio Inventory is now integrated with Adagio JobCost.
A transaction history
inquiry has been added. You can select by transaction type (Receipts, Shipments,
Adjustments, Stock Transfers and Assemblies) and date ranges, location, source,
customer or vendor. This is available on an additional tab in item inquiry.
Improved
transaction history report runs faster and allows you to select ranges of
customers (for shipments) or vendors (for receipts).
A stock card report has been
added. This report shows, for each item, an opening quantity on hand at a given
date, and all the stock movement up to and including an ending date. The report
can be printed in either summary or detail form.
Back dated item valuation reports can
now be printed. You can print the item valuation report calculated "as at" any
date in the past. This removes the need to remember to post all the inventory
receipts and shipments before printing the report at the end of the month.
Import
and export functionality has been greatly improved! You can now import Receipts,
import/export Physical Inventory Worksheets, and import Adjustments
Additional tables are
available to GridView. You can now create Views into the unposted Shipment,
Adjustment and Transfer batch.
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