Adagio JobCost Change log


Adagio JobCost
9.2A | 2016-01-26 (Jan '16)
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    ·    In JobCost 9.2A (2015.12.03) sorting the details in a batch deleted the details.



Adagio JobCost
9.2A | 2015-12-03 (Dec '15)
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    ·    You can now start other Adagio modules from toolbar buttons showing the icon for the module. This allows easy switching between Adagio modules. If a module is running against the same company data, Adagio will now just switch to that running instance, rather than launching a second instance. Toolbar buttons can be rearranged under File | User Preferences, or by dragging the buttons around or off the toolbar itself.

    ·    Adagio JobCost now logs user activity within the module, including login, menu choices and batch New, Edit, Copy, Delete and Post. Audit logs may be viewed with GridView.

    ·    The Edit / View Jobs and Estimates grids now display the total number of records, as well as a count of the displayed records when a Filter is active. An Ignore Style Color button has also been added. Click this button to toggle the grid between no color and Style colors or no color and banding (if it is enabled in User Preferences).

    ·    Job and Estimate Filters can now be displayed in Style Priority sequence. Added ‘Display Priority’ field to the grid in the Edit Account Filters function. This makes it easier to tell the sequence in which Styles will be applied. The setting of the sort option is saved by user.

     


    ·    Grids may be “banded” with a user selectable color and banding frequency set under File | User Preferences. Filter Styles may be disabled and replaced with regular banding if desired.

    ·    Added Filter criteria 'Before today' and 'After today' for Floating Date Range.

    ·    The status bar at the bottom of the main window now shows activity of various steps when the program is starting up and the database is opening.

    ·    The Column Editor screen can be sized. The size is remembered by module on the workstation.

    ·    Adagio JobCost 9.2A now installs to the \Softrak\JobCost folder and the program name is JobCost.exe. Previous versions were installed in \Softrak\AJwin and had the program name AJWin.exe.

    ·    Updated splash screen with new Adagio logo and colors. Updated icon and toolbar button images.

    Jobs and Estimates

    ·    Optional Fields have been added to Jobs and Estimates.

    ·    The Job Inquiry screen is now sizeable to allow room to display Optional Fields on the grids of the Summary General, Summary Costs and Summary Units tabs.

    Batch Entry and Posting

    ·    Optional Fields are populated in batches from Estimates if defined, otherwise from Jobs. Batches Retrieved from Payables, Inventory, Payroll, Receivables and Invoices are populated with Optional Fields. The Day End function in PurchaseOrders populates Optional Fields in cost batches. Optional Fields are posted through to the Job Details and can be sent to the G/L Description field 1 or 2 for the ‘User defined’ format using these codes:

       %os1 -  for Optional string 1
       %os2 -  for Optional string 2
       %os3 -  for Optional string 3
       %od1 -  for Optional date 1
       %od2 -  for Optional date 2
       %oa1 -  for Optional amount 1
       %oa2 -  for Optional amount 2
       %ou1 -  for Optional unit 1
       %ou2 -  for Optional unit 2

    Reports

    ·    Adagio JobCost’s standard reports are now created using Crystal Reports 2013, replacing the Crystal Reports 8.5 Print Engine (CRPE32.dll). The module’s management reports are now stored in \Softrak\JobCost\StandardReports. Revisions to these reports should be placed in \Softrak\JobCost\ModifiedReports. Custom reports to be added to the Reports menu should be stored in \Softrak\JobCost\CustomReports. Reports must be edited or created using Crystal Reports 2011 or 2013 and Adagio ODBC for access to the data files. Users will notice minor changes to some of the visual elements in the module and a new Print Preview window. The size and position of the Print Preview window are now remembered between sessions by user, so the Workstation Options controlling this function have been removed. Exporting to an Excel spreadsheet from the print preview window has been significantly improved. The Report Tables Drive settings and Crystal tables in the \QRASP folder are not used by version 9.2A modules.

    ·    An updated version of Adagio PrintTool (PT) is installed in \Softrak\PrintTool. PT allows you to print / preview custom reports without needing to run Crystal Reports itself or without placing the report on the Custom Reports menu in an Adagio module, and allows reports to be placed on the Windows desktop. PrintTool 9.2A prints custom reports created with Crystal Reports 2011 or 2013 only. Adagio ODBC must be installed to create custom reports but is not required to print custom reports. Your Adagio dealer or consultant can create custom reports for you and deploy them at your site. PT allows you to specify a report to print on the command line using the /r parameter. This allows Adagio automation batches to print custom reports (to printer – a future release of PT will allow automation batches to print custom reports to PDF). PT does not require registration with Softrak Systems but does use Adagio Lanpak licenses. Note: PT does not print reports created with Crystal Reports 8.5 for Adagio. Existing version 8.5 custom reports must be converted before they can be printed by 9.2A.

    ·    A new ePrint code %CDT is available to put the Run date into either the PDF filename or folder name for the Retainage Payable Aging and Retainage Receivable Aging reports.

    Import / Export

    ·    Optional Fields are supported in Import / Export templates.

    ·    The Import / Export functions have generally been made standard with other Adagio modules.

    ·    Import templates now have finders on fields on the Defaulted Fields tab.

    ·    The Default Import Templates in prior versions contained all fields. The default templates have been changed to use a reduced set of fields that would more typically be required. Additional fields can be added or defaulted as needed.

    Note: The conversion to JobCost 9.2A will delete ALL existing import/export templates and create new default templates. You should print any template you use before installing the 9.2A upgrade so you can easily recreate them after conversion.

    ·    Adagio Console can now copy import/export templates for JobCost 9.2A, whereas for earlier versions it could not.

    ·    Added ‘Auto-import on startup’ option to import templates and ‘Process Imports’ option to User Preferences.

    ·    The Job is no longer a required field in the import file for Jobs or Estimates. If you have an import file with a list of Phases and Categories, you can default a Job. If the import file is a list of Jobs, you could default the new Phase and Category.

    ·    New export templates created for Excel format default the file extension to .XLSX rather than .XLS as in prior versions.

    Miscellaneous

    ·    The conversion from earlier versions now offers to make a backup zip file prior to converting.

    ·    The Data Integrity Check (DIC) saves results for the last 9 previous runs in files AJWINERR01...09.dat (where .dat is your company data file extension). The current DIC information will always be in AJWINERR. If you do check/rebuild/check without closing the DIC function the results are appended to the same file.

    Problems Fixed

    ·    Import Jobs, Phases and Categories functions now prevent you from importing fields that cannot be edited in their respective Edit functions. Importing certain other fields could cause data integrity errors. Such fields are automatically calculated as required.

    ·    Default Export and Import templates have been made to match to simplify importing a file created from an export.

    ·    Additional field validation and limit checking is done during import.

    ·    Import functions calculate and default fields as required if the import template does not contain them.

    ·    When creating a new import template it could not be saved in some cases.

    ·    Import functions now force you to import or default required fields, such as the Job Number, where applicable.

    ·    Corrected field validation in the Timecard entry function.

    ·    Many other fixes were made to the import functions.

    ·    If you use Timecard batches, and there were no cost batches in JobCost, in rare cases when you ran Day End in PurchaseOrders you could receive the error message \\\"Error adding record to batch control file, record already exists.\\\" on all PO job-related receipt details and a cost batch was not created in JobCost.

    ·    Some codes were not being sent to G/L Description 2 field for the ‘User defined’ format.

    ·    The Job Status Report defaults the ending date to a date in the future to avoid confusion when Retainage Receivable and Retainage Payable amounts are not included on the report because they are future dated and selected by the Due Date.

    ·    The Job Estimates Worksheet report with the option 'Cost type totals by' set to ‘Cost Type’ printed only the LAB (labor) type totals and others (material and subcontract) did not print in the totals section for either the job or the report.

    ·    The option ‘Include other charges in billings’ (i.e. Taxes) on the Job Summary report is now respected in the totals for Billings less Costs. The report now includes the setting of this option in the header.

    ·    The option ‘Include jobs without transactions’ is now included in the header of the Job Status, Billing Worksheet, and the Retainage Payable/Receivable Aging reports.

    ·    The Direct Costs Analysis report did not respect the 'Print report for' settings. If you selected 'Active only,' closed jobs also printed. If you selected 'Closed only', active jobs also printed.

    ·    The Billing Worksheet report printed the description passed from Payables rather than the Category description in some cases.

    ·    Added more protection to retrieve functions when other users are posting in the modules being retrieved from.

    ·    The default for the Revenue Level is now respected when creating new jobs with simple cost tracking.

    ·    The Data Integrity Check function did not create a log file (AJWINERR.dat) like other modules.

    ·    The Set Style Color button did not work for Jobs, Estimates or Archived Jobs grids.

    ·    After using the Styles function you could not access it again until you logged out or closed JobCost.



Adagio JobCost
8.1D | 2014-09-12 (Sep '14)
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       Compatible with future release of Adagio Payables 9.2A.

       The Edit Job function now displays a warning if the customer is inactive and prevents the job from being saved.

       When entering a GL Account / Department, validation did not work and no warning was given when you entered a Department that did not exist for an Account if that Department did exist for the next highest Account. For example you had account 8000-150 and the next account in the chart is 8001-250, then entering 8000-250 did not give a warning.

       When the %cnm code for Customer Name was used in the Send to GL Description and User Defined settings, only the first 30 of 40 characters of the customer name were sent to the GL.

       The Auto-fill options for vendors are now supported in the Edit Customer function.

       Minor fixes in Edit Customer made in Adagio Receivables were made in JobCost.



Adagio JobCost
8.1D | 2014-06-23 (Jun '14)
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    Enhancements and revisions in Adagio JobCost 8.1D (2014.06.23) Upgrade

    New Features

       Full compatibility with Adagio Console. Supports Automation when Adagio Console is installed. Automation allows you to automate many functions in Adagio modules, including retrieving, importing, printing report sets, backup and integrity check, etc. across modules, and view, print or email the results from an automation log. Security Groups and Import/Export Templates are now supported in the Copy Definitions function in Console.

       Revenue can now be tracked to the Phase or Category level for jobs having the 'Simple cost tracking job' option enabled.

       Adagio ePrint users can view the customer copy PDF of invoices from transactions in the Edit/View Customer functions.

       The number of Previously Opened databases (saved by user) has been increased from 25 to 100.

       A Listing button and report have been added to the Security Groups function. The report prints all options or enabled options only for a range of groups.

       Added options on the Copy Job dialog to allow you to copy either the estimate amounts or the actual amounts, and to recalculate amounts, when copying estimates with the job.

       The Open Data screen can be sized horizontally to allow you to see the full data path if it is long.

    Problems Fixed

       The smart finder got the error "Invalid Pointer Operation" in some cases.

       In JobCost 8.1C, the Data Integrity Check (DIC) reported errors in Job Percentages for jobs in the Job Percentage Audit List that have been archived or deleted. The DIC in DataCare did not have this problem.

       In JobCost 8.1C, Inventory Control transactions could not be retrieved, although JobCost recognized a batch was available to retrieve after job-related shipments were posted in Inventory.

       If more than 255 transactions were posted for the same Job, Phase and Category, with the same date, the posting process hung.

       In JobCost 8.1C, the enable/disable of the Post button for the Cost and Billing batch functions was controlled by the wrong menu setting in Security Groups. The Post choices on the menu and in the right-mouse pop-up menu were not affected. No adjustments to Security Groups are required after installing this version.

       The Post button for the Cost and Billing batch functions, and Post in the right-mouse pop-up menu, were not controlled correctly from the settings in Security Groups.

       Custom reports created with Crystal Reports for Adagio and printed from the Reports menu in JobCost could not be printed in landscape in some cases.

       When creating views in Adagio GridView, links to customer are now to AR customer rather than JC customer, allowing Insert Related Data to get the customer name from Receivables.

       The Delete Closed Jobs function displays a message on completion indicating whether any jobs were not deleted because 'Keep as template' was set in the job.

       The Shade Color in User Preferences was not being used in some sections for some reports.

       The Data Integrity Check (DIC) appeared to be hung in some cases when checking very large databases across a network, with many jobs, transactions, and closed jobs that are not deleted. Visual responses have been added to each step of the DIC.

       Posting Multiple batches from the batch list or Post button was ignoring Ready to Post set equal to No and posted these batches.



Adagio JobCost
8.1C | 2012-05-13 (May '12)
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    New Features

       Fully compatible with Windows 7.

       A table for GL details for posted transactions is written to when batches are posted. This allows the drill down to the Transaction Detail in the Job Inquiry to show the GL details. New postings after installing 8.1C are required.

       Installs the AdagioPDF printer driver. All reports and printouts from Adagio can be printed to the AdagioPDF printer to create a PDF document in the data folder.

       Supports the features in Adagio ePrint. When ePrint is installed you can print reports to PDF files in configurable folders determined by the Report Type (General, Transaction or Audit). Fields can be embedded to establish the file and folder names (User, Session Date, System Date, Time). Click the ePrint button (red "EP" icon) on any report dialog to print the report to PDF. The Paperless Reports option forces all reports to be printed to PDF. Reports can be printed to PDF and attached to an email (MAPI) with a single button click.

       Report Favorites allow saving Reports with specific options chosen. Click the Favorite button (a star icon) on any report dialog to create a Favorite. Favorites for a report can be accessed from the report dialog in a drop-down field. Private Favorites are yellow, Public Favorites are blue. Added Favorite Reports and Print/Delete Favorites functions to the Reports menu. Multiple favorites can be defined for the same report. Favorites can be private to the Adagio user or public for use by all users.

       Report Sets allow the grouping of Report Favorites into a single print job that will run unattended. Report Sets may be printed to printer or PDF files. Report Sets may be launched from a command file or a scheduled Windows task by running tbwin.exe with the parameter /R followed by the Report Set (ex. /RMonthEnd). A progress dialog lists the reports in the Report Set, the printing status of each, the destination folder, filename and conflict strategy. 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 daily or month end reports.

       Added User Preferences under the File menu. It allows you to set certain options by user that were previously global, including options previously found under File | Options, Reports | Report Options and the Company Profile. Includes new options 'On Start-up', 'Alphabetically sorted field list' and 'Exclude Ranges'. The preferences can optionally be set for all users and preferences can be printed. If no individual user preferences have been set up for a user, all preferences originally set for the Adagio System Administrator, user SYS, will be used.

       You can now specify a desktop background color, image and/or text constant to display on the Adagio desktop. Use this feature to display your company logo. Use the text strings to make the company name prominent on the desktop. Any JPG or other graphic image can be centered or stretched to fit on the main program desktop. These settings are made on the Appearance tab in the User Preferences function.

       The option 'Auto-advance smart finder' has been added (in the User Preferences function). It controls whether the focus is on the previously found grid or on the search criteria field when the smart finder is opened. Select the option if you want focus to be on the next row in the grid, allowing you to press F6, Enter and march through the found list. Turn it off if you usually want to search by a new criteria each time the smart finder is invoked. In either case the position is advanced in the grid each time the finder is opened.

       The option 'Alphabetically sorted field list' has been added (in the User Preferences function). Turn this option on if you want field lists in the Column Editor and Filters fields sorted alphabetically.

       Column Editor settings are now saved by grid by user by database.

       Added an Excel Direct button to various grids, including View Customer and the customer transaction tab, Jobs, Phases, Categories, Estimates and Managers. Use the 'Enable SF Export' option in Edit User to enable or disable the Excel Direct button. Excel Direct from grids now has a progress bar and cancel for grids with a very large number of rows.

       New program icon and toolbar buttons provide a cleaner look and differentiate this new version visually. If you are installing an upgrade to 8.1C, to see the new icon you will need to edit the properties of any existing JobCost shortcuts, click the Change Icon button and select the new image.

       Added Job, Estimate and Archived Job Styles and Filters to grids and finders in JobCost.

       Account Styles were added in Ledger 9.0D. They are now supported in GL account finder grids in JobCost.

       Customer Styles and Filters in Receivables 9.0B and higher are supported in customer grids and finders in JobCost.

       Added a Find button to the Edit Jobs and Archived Jobs functions to allow you to look up jobs by Job Description 1 or Contract Number, rather than having to determine job numbers or search by smart finder.

       The Estimates finder and smart finder use a composite of the Estimates and Job Master tables. This allows you to search by Job fields when entering batches or editing Estimates. This means you can now search by Customer and do not need to memorize which jobs belong to which customers.

       All report dialogs have been changed to the Adagio standard.

       Added 'Report Preview Options' in the File | Workstation Options function to allow you to set the default preview zoom factor (percentage) and preview window state (full screen or partial screen) for previewing reports to screen. These settings are saved by workstation. Note: this applies to previewing reports only (but not previewing orders, invoices and credit notes).

       On the Open database dialog you can now use Alt-B to open the browse and Alt-F (for Favorites) to open the previously opened list. In previous versions you had to use the mouse to select the folder buttons.

       Alt-X now selects the Excel Direct button on grids where it is available. In previous versions you had to use the mouse to select Excel Direct. Alt-F4 closes the program.

       The vitalEsafe upload progress dialog has been improved and the progress bar now accurately shows the percentage. It is no longer necessary to install the vitalEsafe patch.

       The Adagio menu now includes the module from which it was selected to allow you to quickly open another instance of the same module.

       Most Access Violation (AV) errors are now recorded by module in an exception log text file. The file is located in the program folder: \softrak\ajwin\ajwin.error.log. An AV error is a generic error that can occur in Windows applications. This occurs when a program tries to access memory that cannot be addressed, which can happen for many reasons, including software or hardware/network problems. The address, program (EXE or DLL), form, and version information contained in the log will assist Softrak in tracing a problem if the address is located in the Adagio application code.

       The System Status function can create a snapshot of detailed information about your Adagio installation and package it in a single zip file that can be sent to Softrak Technical Support or your Adagio dealer to assist them when answering questions or tracing problems. The information includes: Adagio install logs, program INI files and logs, system INI files and logs, directory listings of Adagio folders, versions and dates of all Adagio programs and system files. To create the snapshot zip file, select System Status in the Help menu, proceed when prompted and click the System Snapshot button at the top left of the Status of System screen. The zip file will be in the \softrak\system folder, located on the drive where Adagio is installed. The filename contains a date and time stamp, and is of the form AdagioSnapshotYYYYMMDD_HHMM.zip. The zip does not take any of your Adagio database files.

       The Help | About screen has been changed to the Adagio standard, having a 'System Info' tab and including a link to a documentation page for the module that shows New Features, What's New video and manuals.

       When JobCost is opened after installing an upgrade, a dialog is displayed with a link to a short video highlighting the new features. The dialog is displayed for each user until they tick 'Don't show this message again'. The video also be viewed anytime by visiting the Softrak website. Note: the dialog also appears when Adagio is installed at a new site.

       The Adagio Data Source (ADS) writes to log files containing “last access” information about each workstation using Adagio, including the date, time, Adagio User ID, Windows User ID, Windows version and system settings. There is one log file per workstation, with a filename of <computer name>.log, containing one entry per Windows user who used Adagio. The log files are kept in the StationLogs subfolder, on the EZTasks path, typically \softrak\system\stationlogs. The log files are included in the System Status snapshot zip file.

       The Shade Color for reports found in the Report Options tab in User Preferences now uses the full color pallet rather than just 8 solid colors.

       Grids, filters, and finders now show the lookup values instead of the raw data values for many typed fields. For example in Job grids the Revenue Recognition Method shows 'Completed Contract' and '% Complete' instead of 1 and 2.

       Added Notes tables to the Crystal table (AJW81) to allow you to create custom reports in Crystal Reports for Adagio. Added Notes Header, Notes Detail, and History Notes Header and History Notes Detail.

       The Edit/View Customer functions now show documents from history in Adagio Invoices 9.0A and higher on the Transactions tab.

    Install Changes and Fixes

       This version moves toward our goal of a more Windows 7 friendly environment for installation. If you are installing to a mapped network drive that is normally accessible, but you cannot see it during the install when attempting to select a drive or folder, you can now install by browsing to the correct folder using the Universal Naming Convention (UNC), for example \\myserver\accounting\. This avoids having to adjust the User Account Control settings, which requires you to restart your computer and temporarily grant Administrative privileges to the user if they are not an administrator.

       This version simplifies installation by removing any consideration of the location of the Report Tables Drive (RTD) by the install and program in virtually all cases. Therefore the install no longer prompts for the RTD.

       The install writes to the master install log file "AdagioMasterInstall.log" in the \softrak\system folder. An entry is written to this log when any full, upgrade or SP for any Adagio module (with a release date of March 2011 or later) is installed. It shows the version installed and the version being replaced, the name of the Windows user who did the install and the rights for that user. An entry is also written to the log when an updated version of the Adagio Data Source (ADS) is installed, showing the version installed and the version being replaced. This log can be used to quickly determine the install history for all Adagio programs.

       When you select the 'Backup Files' option during an install, the replaced files are now saved in a subfolder named YYYYMMDD in the BACKUP folder, under the programs destination folder (rather than the BACKUP folder itself, where extensions need to be changed to .001, .002, etc. when there are multiple versions of the same file).

       The install includes an option allowing you to skip creating entries under Windows Start for cases where you will be manually creating an icon for the user to start Adagio and do not want them starting from Windows Start. During the install, uncheck the option 'Start Menu programs'. This avoids having to delete or change the Windows Start entry that would have been created.

       The install no longer checks the Opportunistic Locking setting (Oplocks) on the workstation.

       The Opportunistic Locking setting (Oplocks) on the workstation is no longer checked when the program is started.

       The System Status function in the Help menu (chksys.exe) no longer prompts you to disable Oplocks. It displays the current Oplocks setting and allows you to change it. The 'Check R/W Status', 'Check Specific Folder' function now supports UNC browse, whereas before you would have had to turn UAC off to use it.

       SetServerForAdagio and SetReportsTablesDrive utilities have been updated. The latter should virtually never be needed at an Adagio site once any Adagio module dated March 2011 or later has been installed.

       The install warns you if it finds reports in ModRP or CustomRP that may need to be adjusted for compatibility after installing a JobCost upgrade. See the section Converting Custom Reports and Views in the Release Notes for more information.

       When installing Adagio JobCost (or other Adagio modules that use version 8.5 of the Crystal Reports print engine) for use with Remote Desktop Services (known as Terminal Services in Windows Server 2008 and previous versions), this necessitated manually copying the crystal folder from the main windows folder to the windows under each user. For example, on Server 2003 you had to copy the crystal folder from C:\windows\ to C:\Documents and Settings\username\windows. This is no longer required. The install and workstation installs will do the copy. The JobCost program will also do the copy if possible, which will avoid the need to do a workstation install in some cases. If the copy was not done you received an error when printing reports.

    Problems Fixed

       The Data Integrity Check no longer reports errors in posting journals containing Jobs that have been closed and deleted.

       Imported Job Estimates now show on the Job Estimates Audit report.

       The Cost Types inquiry was disabled unless your Security Group was set to allow edit as well.

       The Edit Notes button is now available on the Customer Inquiry function if the user belongs to a Security Group that does not allow access to Edit Customer.



Adagio JobCost
8.1B | 2009-06-09 (Jun '09)
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  • Compatible with Adagio Receivables 9.0A. Note that Adagio JobCost 8.1B also remains compatible with earlier versions of Receivables. The Customer Edit and Customer Inquiry functions support the new features in the Customer in Adagio Receivables 9.0A wherever possible.

  • The Adagio Open Data process has been improved. The user can be identified through their Windows authenticated user ID using the “remember user name” and “remember password” options on the log in dialog. 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 the module they will be asked “Would you like your historical company access list set up?” Answer yes to have the module add all entries from the Previously Opened list from your prior version. The Previously opened list also displays the date the data was last accessed by the user. The authentication option may be turned off by editing \softrak\system\ADS.INI and adding the lines:

    [Options]

    RememberUser=0

    RememberPassword=0

  • Added option to open functions on startup, including: Job Edit, Job Inquiry, Cost batch entry, Bill/Payment batch entry, and Auto-Retrieve batches.

  • 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.

  • Date entry has been improved by recognizing a single number as a day and defaulting the month and year of the entry. Four digit numbers default the year. Entering “12” into the date control with the sign-on date being Feb 26, 2008 will result in February 12, 2008 being returned to the application.

  • Adagio JobCost will optionally create a backup whenever a Data Integrity Check completes without errors. Adagio JobCost will prompt you to create a backup of a database prior to applying any “fix” as a result of the “Rebuild” option being selected to repair damaged data. Backup details are written to the log file.

  • The Field Verification option has been removed from File | Options. Fields are always verified during entry.

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

  • 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.

  • Added option ‘Close report dialog after print’ on the Print/Post tab in the Company Profile. Set this option off if you often print reports multiple times with different settings or ranges.

  • Added ‘Allow posting journal purge’ option to Company Profile. If this option is off you cannot clear the posting journals after printing them. This prevents accidental purging of posting journals. If this option is off the posting journals will be purged as part of Year End.

  • Added ‘Require batch print before post’ option in the Company Profile, Options tab.

  • Added option ‘Prompt to consolidate G/L transactions’ on the Options tab in the Company Profile. Disabling this option ensures you do not accidentally consolidate transactions after printing the ‘G/L transactions’ report.

  • The “Customer” button on the toolbar will launch “View Customers” if the operator does not have permission to edit a customer. The buttons for Jobs, Phases, Categories, Estimates, and Managers also support this feature.

  • Default batch description text can be automatically created with user initials (%usr), date (%dat) and time (%tim) created/edited in a user specified format. Multiple date and time formats are supported. These options are set on the Batch tab in the Company Profile. The batch description can still be edited as required when the batch is created.

  • The integration with Adagio Ledger now supports the Second Description field for the Send-To Description field in the Company Profile, System Settings tab.

  • When Adagio GridView 9.0A or higher is opened from the Adagio menu Adagio JobCost 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 install, workstation install and Service Pack install now support installing to a LINUX server without a special command line parameter.

  • Automatically copies help files (*.chm) to the local drive so that Service Packs do not require a workstation install just to update the readme help file.

  • The Help has been updated in addition to adding the new features for this release. JobCost specific improvements

  • You can now close Jobs by range. Jobs can be multi-selected within the range.

  • Job Alerts added. Jobs can have multiple alerts and alerts can be set to display in specific functions in a specific module. Options on an alert allow them to be disabled once they are displayed, or require a user to acknowledge the alert. User ID’s are stored when alerts are disabled. All alerts for a job can be disabled in a single tick box.

  • Job Alerts are popped in batch entry if selected in the alert. Job Alerts are popped in other modules, including Receivables (9.0A or higher) and Invoices (8.1B and higher).

  • A Job Notes report has been added.

  • A ‘Ready to post’ status has been added to the batch status. Default settings for Entered, Retrieved or Imported batches can be set in the company profile.

  • Entries in batches can be sorted. You can sort by Job, Estimate, Document Date, Document Number, Document Type, Reference, Reference, Description, and Entry Number.

  • JobCost Units, such as labor hours in Cost batches, post through to Ledger 9.0A or higher (if the account tracks Statistical Units) for use on financial statements.

  • Copy Job allows control of ‘Additional files to copy’, including Estimates, Notes and Alerts.

  • Copy Jobs, Phases, Categories and Managers places you directly in edit for the newly created record.

  • Date, Time, User Lasted Edited stamps added to Job Master, Job Estimates, Job Details, and Cost and Bill/Payment batches. This information can be shown in Grids and using Adagio GridView.

  • Created by User, Last Edited Time and Last Edited User added to batches (batch control). (Creation Date and Last Edited Date have always been there). This information can be shown in Grids and using Adagio GridView.

  • Composite tables containing links between tables within JobCost have been moved to the ‘Adagio JobCost 8.1A-8.1B’ dictionary for use by GridView. Composites between JC tables and AR9 customer have been added to the new Adagio {Composite Tables 9.0A}’ dictionary installed by JobCost, including ‘*J/C Hst Master w Manager, Cust’ and ‘*J/C Hst Master w Manager, Cust’.

  • Added the ‘Remember report settings’ option to Company Profile, Options tab.

  • Added option ‘Include jobs without transactions’ to the Job Status, Billing Worksheet, Retainage Payable Aging, and Retainable Receivables Aging reports. If this option is off jobs with no transactions in the date range specified will be excluded. This speeds up the reports and reduces the number of pages in cases were you do not want to see jobs on the report at all where there are no transactions in the date range specified. For example when you do not want close jobs for tax reasons.

  • Receivables 9.0A included the new option ‘Send tax as’ which can be set to ‘Do not send’ (i.e. don’t send tax as Other Charges) if you do not wish to send tax to JobCost. This option is also supported in Adagio Invoices. For users of Receivables 8.1A or earlier the option ‘Include other charges in billings’ has been added to the Job Summary report. Turn this option off to exclude taxes from Customer Billings on the report. If you are using Adagio Invoices, you must turn off the option ‘Include tax in transfer to Job Costing’ in the Adagio Invoices Company Profile (Print / Post tab) to use this option. This will separate taxes as Other Charges so they can be excluded on the Job Summary report. Job related invoices entered in Receivables always separate tax as other charges.

  • When a new JobCost database is created the company address and phone number fields are defaulted from another module (Ledger, Receivables, Payables, or Inventory).


Adagio JobCost
8.1A | 2007-06-08 (Jun '07)
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  • 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.


Adagio JobCost
6.8B | 2006-12-16 (Dec '06)
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  • Compatible with Adagio Inventory 8.0B when interfaced at the Phase or Category level.

  • If the date on the login screen was blanked out, the database was opened with a date of 1899.

  • The decimal point was wrong on the Retainage percentage field on the Billing Worksheet.

  • In the retrieve function, if you selected payroll only when there were other types of batches to retrieve the Proceed button could not be selected.

  • For jobs with the 'simple costed jobs' setting enabled, the Batch Listing report printed an 'invalid estimate' message for estimates that used either phases or descriptions for a cost entry.

  • An error was displayed when printing the Billing and Payment Posting Journal if you had previously partially printed and cleared the journal. This has been corrected and existing posting journals will be covered in most cases. However, in some cases the posting journal cannot be corrected and will be lost.

  • Retrieving the AP batch from a path different than the JC data directory did not work if JC was stared from an icon that passed in the database path in lower case.

  • The translated codes are now shown for the 'Trx Type' field in Job Cost Detail file in GridView.

  • After converting to Adagio JobCost from ACCPAC® PlusT Job Costing run without AR and adding Adagio Receivables, the Job Status report and other reports printed the customer name from the original JC customer file rather than the Adagio Receivables customer file.

  • The Job Status report now prints all Billings and Payments transactions regardless of the range for 'Trans dates'. Only the Costs are affected by the date range.

  • Sample data has been updated for AR 8.0B. The JC, AP, GL, IC and Invoices sample data has also been updated, including adding an AP spec for the CCRA T5018 Statement of Contract Payments form.


Adagio JobCost
6.8B | 2006-03-17 (Mar '06)
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  • Compatible with Adagio Inventory 8.0B.

  • The field 'GL transaction date' has been added to the Recognize Revenue and Expenses screen.

  • The Total on the Bill/Payment Posting Journal was always zero in the 6.8B (2005.09.28) version.

  • Notes entered in the main note section of a Job were not saved.


Adagio JobCost
6.8B | 2005-09-28 (Sep '05)
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Release Notes
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  • An AIA Billing Worksheet report has been added.

  • Sample data now includes integrated databases for Adagio Receivables, Payables, Invoices and BankRec.

  • For Jobs using one of the percentage complete revenue recognition methods, the Job Completion % was not being updated correctly in the Job or Estimate in some cases when Estimates were edited, added, deleted or copied, or when Jobs were restored.

  • The Transaction Date range now works on the Job Status report when printed at the transaction level.

  • For cost plus jobs on the Billing Worksheet and Job Estimates Worksheet the billing rate did not print and the estimated billing amount was instead a markup over the estimated cost by the cost plus percentage.

  • When you close a Job using a Close date that precedes the last activity you now get a warning message are prevented from continuing.

  • The range of batch numbers was not working when you exported batches.

  • When creating a new Entry Period in a new database it started with 2 rather than 1.

  • If your JobCost data is integrated with Adagio Receivables, the customer list report in JobCost printed nothing. This report is now disabled unless you do not have Receivables and your customers are entered in JobCost.

  • The Estimated Billing Amount on the Job Estimates report was wrong in some cases.

  • If no cost postings or no postings at all had been made to a Job it did not show at all on the Job Status report.

  • When restoring an archived Job, the new estimates did not adhere to the options chosen for recalculating the Units and Estimated Cost.

  • The Job Estimate Worksheet now provides more space for the Phase and Category fields.

  • The Retainage Receivables report did not show an amount for the detail although the amount was included in the Retainage total for the Job.

  • Supports the forced integrity check feature in Adagio DataCare.

  • Help | About screen now correctly shows the product version and revision date.

  • The Billing Worksheet was not handling retainage properly.

  • The drilldown on transactions in the Job inquiry, Summary Costs grid, showed fields from the first transaction when viewing the second or subsequent transactions.

  • When a Payments and Billings batch is posted with errors in transactions, the posting journal no longer includes transactions with errors that did not actually post, and the total then matches the total of the transactions that posted successfully.

  • The batches range on the Batch Status report did not work correctly.

  • When closing a Job under Maintenance | Close Jobs, the last button has been changed to Exit (rather than Close) to avoid confusion.

  • When posting a billing batch originated by posting invoices in Adagio Invoices, JobCost now requires a Phase and Category code on transactions for Jobs set to recognize revenue at the Category level.

  • When a job was archived, the Labor Burden Allocation was changed from Percentage of Labor hours to the default in the Company Profile.


Adagio JobCost
6.8B | 2005-04-21 (Apr '05)
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  • If you only preview a posting journal or audit list you no longer get a option to purge it. You must print first.

  • The Job Inquiry showed retainage invoices included in the amount displayed as accrued payables.

  • The Recognize Revenue and Expenses function calculated an incorrect amount for the revenue amount for '% completion phases / categories' revenue recognition method in some cases.

  • Restoring an archived Job now resets the Closed Date so the restored job can be used without having to reopen it first.

  • The auto-workstation install could not be completed and displayed a message indicating the borlndmm.dll was missing.

  • The drill-down feature on custom reports created in Crystal Reports for Adagio and added the JobCost reports menu did not work.

  • You could not enter transactions dated after January 31, 2005 until JobCost was registered and you entered the license number from Softrak.

  • The 'Delete import file on success' option did not work.

  • If you installed JobCost at a site were at least one of Adagio OrderEntry, Inventory or Invoices was not also installed, the finder and smart finder in Adagio Payables stopped working.

  • The option 'Auto add items on documents' was not saved beyond the current session.

  • For the '% completion' revenue recognition methods, the Recognize Revenue and Expenses function generated incorrect GL transactions for expenses if the job had costs or losses previously expensed. It also calculated an incorrect amount for certain statistics in the job and estimate. This was also a problem when recognizing revenue when closing a job.

  • For jobs that had both of the options 'Simple cost job tracking' and 'Phase/Category cost tracking' enabled, posting bills or payments for those jobs do not update the Job Details file.

  • The Job Status report showed the 'Other charge' transaction amount as zero rather than the actual posted amount.

  • If you pressed the ENTER key twice when closing a job on a slow computer, the revenue postings were done twice for the audit list and the GL transaction batch.


Adagio JobCost
6.8B | 2005-01-14 (Jan '05)
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Release Notes
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  • Initial release.