Adagio OrderEntry 8.1E 2011-12-15 (Dec. 15, 11)

8.1E release notes
Video demonstration of 8.1E

   Report Favorites allow saving Reports with specific options chosen.

   Report Sets allow the grouping of Report Favorites into a single print job that will run unattended, and may be launched from a command file. A log is generated that records the printing status of each report in the set. Use Report Sets to automate the printing of all your month end reports.

   New options Ask Print OK after forms print? and Close forms dialog after print? allow you to customize form printing.

   New program icon and toolbar buttons provide a cleaner look and differentiate this new version visually.

Version 8.1D | 2011-09-29 (Sep. 29, 11)

8.1D release notes

• Filters and Styles have been added to automatically select and sort Orders, Invoices or Credit Notes that meet specific user defined criteria. Filters can be applied to either current or historical documents and are automatically refreshed when a document is copied to the history file. Separate filters are available for each document type and may be either public or private. Filters can compare document fields against a constant (Order value > $10,000), against another document field (ship date > expected ship date) or, in the case of date fields, against a "floating date" (expected ship date = tomorrow). Documents that meet a Filter's criteria can have a display Style automatically assigned to them so that they are highlighted on the Grid. For example, all orders expected to ship tomorrow could be displayed in green. Grid settings are now stored by user, company and filter selection.
  
  
• A User Preferences menu has been added that allows user to set their own background desktop color, image or text. Users can elect to have implied decimal entry (across all Adagio modules) for currency amounts and have the field lists for the Grid editor and Filter definition sprted alphabetically. Report settings can be remembered and may include or exclude the field selection ranges.
  
  
• Optional fields have been significantly improved, with the addition of data validation tables that apply across modules. Users may add entries on the fly, or be forced to select an entry from a restricted set of values. Text data can be limited as to length and case.
  
  
• Forms (invoices, order confirmations, picking slips, packing slips and credit notes) can now be printed to file as plain text (TXT), rich text (RTF) or PDF documents.
  
  
• When viewing an order, a check box will hide completed lines on the order, making it simple to update ship quantities on partially shipped orders.
  
  
• The spelling checker (F7) is now active in Comment and Instruction lines and Texts.
  
  
• Special Price Lists can now be updated using Import/Export templates.
  
  
• Unique payment numbers can now be generated on the Edit Payment Distribution screen. This simplifies payment via credit card.
  
  
• Shipto Addresses may now be added "on-the-fly" when entering an order.
  
  
• When Adagio BoM (Bill of Materials) is installed, you may elect to have OrderEntry automatically build an item if insufficient quantity of the master item is available to ship when day end is performed.
  
  
• Supports Adagio ePrint and print to AdagioPDF.
  
  
• Optionally prints accounting or customer copies of invoices/cn's to PDF.

Version 8.1C | 2010-05-07 (May. 7, 10)

8.1C release notes

• 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.

Version 8.1B | 2008-04-21 (Apr. 21, 08)

8.1B release notes

• 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