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Home > Products > Reference > Releases Notes > Adagio JobCost

Adagio JobCost Release Note

Version: 8.1A
Release Date: 2007.06.08
Service Pack

Compatibility

Adagio® Ledger 6.8A - 8.1A (See Note 3)
BankRec 6.8B – 8.1A (See Note1) OLEDB 6.8A - 8.1A
Crystal Reports 8.5 for Adagio Payables 6.8B - 8.1A (See Note 1)
DataCare 8.0A, 8.1A Receivables 6.8B - 8.1A (See Note 1)
GridView 6.8A - 8.1A Other
Inventory 8.0B - 8.1A(See Note 1) MS Office 97 – 2003, 2007
Invoices 6.8B - 8.1A (See Note 1) MS Windows 2000, XP, Vista
Lanpak 8.1A  

Note: The compatibility information displayed above may only be as current as the actual release date (indicated in brackets below). To get the most up-to-date compatibility information for this and other products, see the Compatibility Chart.

Enhancements and revisions in Adagio JobCost JC 8.1A (20070608)

Compatible with Windows® VistaT.

Compatible with Adagio Lankpaks 8.1A. Lanpaks must be 8.1A for all Adagio 8.1A modules.

Smart Finder can now search on multiple criteria.

Contents of disabled fields are shown in blue rather than dimmed gray. This may be easier to read on some monitors at higher resolutions.

Adagio download files, installs, workstation installs, all workstation install (\softrak\allwkst\allwkst.exe), and the Adagio Check System utility (chksys.exe) are now signed with a digital certificate using VeriSign to allow you to verify the Publisher is Softrak Systems Inc.

Vista does not support the old style Windows Help (.HLP files). All .HLP files were converted to compiled HTML help (.CHM files), which are supported by Vista.

For security reasons Windows does not permit .CHM help files to be run from a network drive. This is true in XP as well as Vista. The .CHM files must be run from a local drive. Adagio 8.1A installs all .CHM help files to your local hard drive and loads them from there. The workstation install also copies .CHM files to the local drive.

When switching window/task in Vista with Alt-Tab or the new Flip 3D (Windows-Tab) an image of the current Adagio screen is shown rather than just the icon of the Adagio program.

You can now backup Adagio data in zip form to WebSafe, a web-based storage facility. WebSafe is a service which allows you to store your important information in a secure location that you can access from anywhere in the world. See www.websafe.com for details.

The formatting of dates and text sent to Excel from Smart Finder results has been improved.

A 'User defined' field has been added to the G/L Description 'Send to' options in the Company Profile. This allows you to format the G/L Description field sent to the GL using a combination of fields from the original transaction, batch information (posting sequence, batch number, entry number), and free form text. The following specification codes are supported.

Code

Description

Code

Description

%job

Job number

%bat

Batch number

%jd1

Job description 1

%ent

Entry number

%jd2

Job description 2

%ven

Vendor number

%phs

Phase

%vnm

Vendor name

%cat

Category

%cst

Customer code

%est

Estimate job-ph-cat

%cnm

Customer name

%ref

Reference

%mgr

Manager number

%des

Description

%mnm

Manager name

%dno

Document number

%xid

Vendor or Customer

%psq

Posting sequence

%xnm

Vend or Cust name

Adagio JobCost is Adagio Ledger 9.0A ready. Fields required for future drill-down from Ledger to JobCost are included in the GL transaction batch and will be retrieved by Ledger 8.1A. Cost batches post Units through to the Statistical Units field in GL 9.0A. The GL 9.0A Fiscal Calendar is used if a GL 9.0A database is present.

A simple Timecard entry function has been added to allow labor costs to be entered by employee. Posting timecards creates a cost batch in JC and optionally creates a transaction batch for retrieval by payroll programs or a payroll service. Entering time in JobCost rather than in payroll allows you to post labor related costs to jobs immediately without having to do a payroll run. The interface in previous versions required time be entered in payroll and retrieved in JobCost (this interface is still supported as well). Timecards entries can be copied and/or retained after posting, providing for recurring time entry. JobCost maintains its own Employee, Earnings, and Classes. Earnings codes are optional and if used can be assigned to Employees. Classes can be used for Union codes or for WCC codes in the US, making the timecard entry function suitable for use in Canada or the US.

Import and export functions have been added for Timecards, Employees, Earnings, and Classes. Payroll programs interfacing to JobCost can create Employee, Earnings and Classes import files for maintaining these files in JobCost.

The sample data has been updated to include Employees, Earnings, Classes and Timecards.

You can now multi-select jobs within a range in the Recognize Revenue and Expense function. The spacebar can be used to select or unselect entries and automatically moves to the next row.

You can multi-select jobs within a range in the following reports: Job Summary, Job Status, Direct Cost Analysis, Change Order, Customer Job Summary, Manager Job Summary, Jobs In Progress, Job Estimates, Job Estimate Worksheet, Billing Worksheet, Job Inspection Worksheet, AIA Billing Worksheet, Retainainge Payable Aging, and Retainage Receivable Aging. Selecting a subset of jobs in a range can also improve the performance of the report.

Adagio JobCost retrieves additional fields to cost batches in Adagio Payables 8.1A. The new fields include the Description, Vendor Number and Document Number. The Description field is shown on the edit cost batch screen, Cost Batches report and Cost Posting journal in JobCost. The Document Number and Vendor Number fields are not shown on the edit cost batch screen, Cost Batches report or Cost Posting journal but are available in the cost batches column editor and to GridView and Crystal Reports for Adagio. All 3 fields are posted though to the job details file.

The performance of reports has been significantly improved for these reports: Job Status, Billing Worksheet, Job Estimate Worksheet, Job Estimates, Retainage Payable Aging, and Retainage Receivable Aging. The ability to multi-select jobs in range also speeds up reports in some cases.

Jobs now appear on the following reports even when no transactions have been posted for the Job (at least one Job Estimate is required in some cases): Billing Worksheet, Change Order Report, Job Inspection Worksheet, Direct Cost Analysis, Job Status, Retainage Payable Aging, Retainage Receivable Aging, Job Estimates and Job Estimates Worksheet.

The function 'Active Users' has been added to the Help menu. This function lists the users and the applications they have open for the company you have open.

Users of Adagio GridView can add views to the Inquiry menu. To use this feature, create a Workspace in GridView containing one or more Views, copy the Workspace (.gvs) and Views (.gv) it uses to \softrak\ajwin\views. GridView must be version 8.0A or higher.

The F2 key now supports Windows standard behavior by editing the line selected on a grid (same as clicking the Edit button).

The F6 key now opens the smart finder directly from any grid where you can do a find. You do not have to press F5 or the Find button first to invoke the smart finder.

The Windows calculator can added to and launched from the toolbar by selecting 'Calculator button' in File | Options.

The date of the last data integrity check is now displayed in the status bar.

The Data Integrity Checker memo now shows the date the integrity check was run, the starting and ending time, the path and extension of the data and the user name.

The source files for all reports in Adagio JobCost are installed in the StandardRP sub-directory rather in the program directory \Softrak\AJWin. You can modify the built-in reports using Crystal Reports for Adagio and place them in \Softrak\AJWin\ModRP. Adagio JobCost will print the modified version of the report from ModRP directory. This allows future installations of Adagio JobCost to update report files without over-writing custom versions of the report. Note: customizations to built-in reports should be redone on any updated report file to take advantage of revisions in the updated version.

The Billing Rate field is no longer displayed with a dollar sign as this was confusing because it can be a markup factor as well as an amount.

The database conversion process now shows an hourglass and progress bar.

Copying a Job permitted the new Job Number to be lower case. Lower case Jobs are not allowed and this led to problems selecting and closing jobs.

It was possible to post a cost batch containing transactions in a closed Entry Period if you entered the batch and later turned on the 'Warn on invalid entry periods' option.

An error occurred when retrieving transactions from Adagio Receivables 8.0A or older in JobCost 6.8B (2006.12.16). There was no problem if Receivables was 8.0B.

The cost type summary on various reports can now be printed by Classification. The option 'Cost type totals by' has been added to the Job Estimates, Job Estimate Worksheet, Billing Worksheet and Job Status reports, including the 'archive' versions of those reports. You can select to summarize by 'Classification' or 'Cost type'.

GL Department fields were active on some screens when the 'Use GL departments' was off in the Company Profile.

Copying a customer did not trim leading zeros from the new vendor number. Leading zeros are not allowed in customer numbers.

Enhancements and revisions in earlier versions of Adagio JobCost

Refer to the Readme help file for details of enhancements and revisions in earlier versions.

Installing

To install Adagio JobCost from the Adagio Product CD you need the serial number and install code from the Product Label that came with your CD.

If you are installing a Service Pack you do not need to enter a serial number or install code. However, a previous version of Adagio JobCost 8.1A must be installed before the Service Pack can be installed.

To install Adagio JobCost (or an upgrade), insert the CD in the drive. If the install program does not start automatically, run ADAGIO.EXE from the root of the CD. Or, if Adagio JobCost was downloaded, run the program file you downloaded. Once the install program is running you can click the View button for detailed instructions in the Readme help. If Adagio JobCost is installed on a network, you must also do a workstation install for each workstation running Adagio JobCost. Refer to the manual or "Installing on a network" in the Readme help for instructions.

To install the Adagio JobCost Service Pack, run the Service Pack program and follow the instructions on the screen. After installing the Service Pack, and depending on the version you were running prior to installing it, a workstation install may be required at each station running Adagio JobCost. To determine if a workstation install is required, start Adagio JobCost at the station. The workstation install will be automatically started if required. Note: If you are updating multiple applications at the same time, it may be faster to run the all workstation install to update all applications at once on the station. Refer to "Installing on a Network" in the Readme for instructions.

Note 1: Adagio Payables must be version 6.8B (2005.01.12) or later. Adagio Receivables must be version 6.8B (2004.05.07) or later. Adagio BankRec must be version 6.8B (2004.11.30) or later. Adagio Inventory must be 8.0B or later. Adagio Invoices must be version 6.8B (2005.01.13) or later.

Note 2: Adagio JobCost and Adagio Time&Billing cannot be used on the same company database.

Note 3: Adagio JobCost requires Adagio Ledger 8.0C or higher if you have a multi-currency GL database.

Upgrading to this Version

You may encounter problems posting billing batches containing Retainage Invoices or Credit/Debit note transactions with Retainage if the original invoice with Retainage was posted in Adagio Receivables 8.0A or earlier. If this happens, turn off the option 'Warn on missing Retainage reference' in the company profile. Once all Retainage has been posted for transactions originating in earlier versions of Receivables has been posted you can turn this option back on.






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