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Home > Products > Reference > Releases Notes > Adagio SalesAnalysis

Adagio SalesAnalysis Release Note

Version: 8.1B
Release Date: 2009.02.24
Service Pack

Compatibility

Adagio® ODBC 9.0A
Crystal Reports 8.5 OLEDB 6.8A - 8.0A
DataCare 8.1A OrderEntry 6.8A - 8.1C
GridView 6.8A - 9.0A Receivables 6.8A - 9.0A
Inventory 6.8A - 8.1B Other
Invoices 6.8A - 8.1A, 8.1B MS Office 97 - 2003, 2007
Lanpak 9.0B MS Windows 2000, XP, Vista
MultiCurrency 8.0A - 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 problems fixed in Adagio SalesAnalysis 8.1B (20090224)

Compatible with Adagio Receivables 9.0A. Compatibility with earlier versions of Adagio Receivables is maintained.

The Customer Inquiry function supports all the new features in the Customer in Adagio Receivables 9.0A.

The Adagio Open Data Dialog has been significantly improved. The Previously Opened database list is now saved by Adagio User rather than for all users. The first time an existing user or a new user logs into Adagio SalesAnalysis 8.1B they will be asked “Would you like your historical company access list set up?” Answer yes to have all entries from the Previously Opened list from your prior use of SalesAnalysis copied for your use. You may also elect to have Adagio save your Adagio User Id and Password and default them when logging into Adagio. The saved information is based on your Windows authenticated user name. The Open Data screen and Previously Opened database list now show the date the database was last opened by the user.

The date control has been updated to improve the speed of data entry. You can enter just the 1 or 2 character day in any date field without having to enter the month or year. The month and year are automatically populated with the initial values from the field. For example, if the date is 1/23/2009, typing “22” and tab changes the date to 1/22/2009. You can also enter just 4 characters for the day and month (zeros are required) and the year will be populated. This change speeds up data entry in most cases where you need to enter a date different than the session date or last remembered date.

The Data Integrity Check (DIC) function can be set to automatically do a backup of the SalesAnalysis database if there are no errors reported. Set the ‘Auto-backup after DIC’ option on the System Options tab in the Company Profile. The backup details and backup filename are shown in the DIC log.

A backup is done automatically in the Data Integrity Check when you do a Rebuild on database with errors.

The options ‘Enable SF Export’ and ‘Enable SF Printing’ have been added to the Edit User screen to allow you to disable Excel Direct in Smart Finders to help safeguard your sales data, customer list and other information in your database.

The Help Menu has been modified to allow the user to launch the Adagio System Status utility (chksys.exe) and print the Adagio Lanpak registration form.

The list of printers available from Windows is now refreshed immediately before printing reports and invoices / credit notes. When a user with a shared local printer logs in under Terminal Services the list of printers available to Windows changes because one more printer has in effect been added. If other users were in Adagio applications this resulted in the selected printer being changed in Adagio in some cases. If the user did not notice this and reselect the correct printer before printing then their report or form randomly and unexpectedly printed on a different printer.

When Adagio GridView 9.0A or higher is opened from the Adagio menu Adagio SalesAnalysis 8.1B will be displayed as the first line on the Select Module screen so you do not need to scroll down to find it.

The Smart Finder performance has been significantly improved across a network.

The Help (.CHM) file has been updated. The Import / Export Tech Note for SalesAnalysis on Softrak’s website has been incorporated into the product help.

The multi-currency files for single currency database are now backed up when you backup a ‘Complete Dataset’.

WebSafe changed to vitalEsafe™ in Backup function to reflect the 3rd party name change.

When you size a screen containing a grid, the size is automatically adjusted so that an entire line will be visible for the last grid line. This corrects a problem where double-clicking on a partially displayed last line selected a different line than the one intended.

The Scan Sales Data function displayed a warning message for every single transaction where the invoice number was greater than 8 characters when scanning an Adagio Invoices database, as the Document Number in SA has a maximum size of 8 characters. The function now has an option to not show this message again. The Retrieve Sales Data function now has a similar option.

A SalesAnalysis transaction import file has been added to the sample data.

The arrow buttons in View/Print Statistics became disabled after scrolling in some cases.

An Online Inquiry for a single customer displayed “Error: 120 Lookup item not found” when you printed a report from multi-currency data in some cases.

Fixed a problem in the Statistics function where the date range generated from the interval was incorrect, resulting in zeros in the columns. This occurred when the Calendar Type was fiscal, Adagio Ledger 9.0A was used and Next Year was active, and you edited the Report Date to be in the Next Year.

The Online Inquiry did not summarize properly if the result spanned multiple years and the primary sort was any field other than Customer.

Enhancements and problems fixed in earlier versions of Adagio SalesAnalysis

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

Installing

To install Adagio SalesAnalysis 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 an upgrade, you need the serial number and install code that came with your upgrade. A previous version of Adagio SalesAnalysis should already be installed on your computer before installing the upgrade. If a previous version is not already installed, you can still install the upgrade. After entering the upgrade serial number and install code, you will also have to enter the serial number and install code from your previous version.

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 SalesAnalysis 8.1B must be installed before the Service Pack can be installed.

To install Adagio SalesAnalysis (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 SalesAnalysis was downloaded, run the program file you downloaded. Once the install program is running you can click the View button for detailed instructions. If Adagio SalesAnalysis is installed on a network, you must also do a workstation install for each workstation running Adagio SalesAnalysis. Refer to the manual or “Installing on a network” in the Readme help for instructions.

To install the Adagio SalesAnalysis Service Pack, run the Service Pack program and follow the instructions on the screen. After installing the Service Pack, a workstation install may be required at each station running Adagio SalesAnalysis. To determine if a workstation install is required, start Adagio SalesAnalysis at the workstation. 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.

Upgrading to 8.1B

Note 1 If Adagio Receivables is 9.0A then these modules (if used) must be at the version indicated, or higher, to be compatible with Adagio SalesAnalysis 8.1B.

DataCare 8.1A
Inventory 8.1A (2009.02.17) – Note: if OrderEntry 8.1C is used, Inventory must be 8.1B or higher
Invoices 8.1B
OrderEntry 8.1C

Adagio SalesAnalysis 8.1B remains compatible with earlier versions of all Adagio modules when Adagio Receivables is version 8.1A or earlier.

Adagio SalesAnalysis 8.1B requires Adagio Lanpak to be version 9.0B or higher.

Adagio SalesAnalysis 8.1B is not compatible with DataCare 8.0A. It is only compatible with DataCare 8.1A or higher.

A database conversion is required for compatibility with Adagio Receivables 9.0A but SA remains downward compatible with earlier versions of Adagio Receivables. A conversion will take place even if SalesAnalysis is used with versions of Receivables previous to 9.0A.

The conversion to 8.1B could take a significant period of time on databases with a large number of transactions across a network. For large databases, we recommend copying your database to a local machine, converting the data, and then copying it back. We strongly recommend you contact your dealer or consultant for assistance with this procedure and take a backup before proceeding.

Adagio SalesAnalysis 8.1B is not compatible with earlier versions of SA or with Softrak Sales Analysis for DOS. These programs will open an SA 8.1B database without a warning but must not be used.

Adagio SalesAnalysis 8.1B remains compatible with ACCPAC® Plus™ Accounts Receivable and ACCPAC Plus Order Entry (unless Adagio Receivables is 9.0A). However, using ACCPAC Plus is not recommended, compatibility is not guaranteed and this configuration is not supported.

The Previously Opened database list is now saved by Adagio User rather than for all users. The first time an existing user or a new user logs into Adagio SalesAnalysis 8.1B they will be asked “Would you like your historical company access list set up?” Answer yes to have Adagio SalesAnalysis add all entries from the Previously Opened list from your prior version of Adagio SalesAnalysis. It is no longer possible for all users to share the same Previously Opened list.

Settings remembered from the last use of the Set Paid Invoices and Statistics Inquiry functions are lost when you convert to V8.1B and must be re-selected the first time these functions are used after the conversion.

The Territory field increased in size from 2 to 6 characters in Adagio Receivables V9.0A and has also been changed in Adagio SalesAnalysis V8.1B even if Adagio Receivables V9.0A is not used. GridView views created for earlier versions of Adagio SalesAnalysis will continue to work although they must be adjusted for the new Territory field. The Territory field will change to ‘Territory Old (pre-81B)’ in existing views and must be deleted and replaced with the ‘Territory’ field, which is the new field. Reports created in Crystal Reports for Adagio for earlier versions of Adagio SalesAnalysis will continue to work and do not need to be adjusted for the new Territory field. The SRW68 table continues to be used for Adagio SalesAnalysis 8.1B.

A new Composite dictionary “Adagio {Composite Tables 9.0A}” that links to Receivables 9.0A tables is installed by A/R for use with GridView. See the AR 9.0A Release Notes or Readme help for further details if you have views linking S/A tables to A/R tables.







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