Printing With Barcodes
Question: How can I configure the specification designer to output barcodes for document numbers in Adagio OE and PO?
Answer: To make the fields formatted with a properly 'scannable' bar code font, recent versions of the Adagio Specification Editor, such as for OE or PO, have a setting in the Options / Properties area to select the Bar Code font that you have downloaded and installed on your own. Any fields in a specification that are formatted using this same bar code font will not only have the font display, but also have the appropriate starting and ending characters added to the field value so that scanning it works.
If you are using the designer program and access the Options / Properties screen, clicking the Help button and then the System tab will show the Bar Code field in the screen for supported programs, and clicking that will give some additional help.
Post Dating Emailed Invoices
Question: Is there a way to post-date when my invoices will be emailed out? I'm going on vacation for three weeks in August and if I can set my invoices to be emailed when I'm away that would be great.
Answer: No sorry, there isn't a way to schedule emails to be sent from the queue (in the same way that faxes can be), nor is automation currently available to print/email specification forms.
The closest you can get is to have the invoices sent to the Email Queue, and have someone else open the Email Queue and send the invoices. That might be a potential solution for you.
Negative Credit Note
Question: We have a customized credit note specification. We're noticing the Extended Price is negative when it should be positive. All other data is showing as positive.
I've compared the fields with some of the samdata specs and the correct fields are being used. Is there an option that allows the credit note to be shown as a "-" versus a "+"?
Answer: In the Adagio Invoices Company Profile, on the Print/Post tab, there is an option towards the bottom right in the Credit Note section titled 'Print Credit Notes with negatives'. This is likely the option you are looking for.
Automatic Styles
Question: How can I disable or consistently maintain/configure "automatic styles" in AR, OE & CQ?
Answer: Automatic Styles are set to the Style Name set for a Filter when a Filter is refreshed. If a Filter has no Style associated with it, then the Automatic Style field will not be updated.
Most Adagio master records also contain a "Manual Style" field that overrides the Automatic Style setting. You set the Manual Style in the Edit function for the record (Edit Customer for example). If the Manual Style is set for a specific record, then whatever is in the Automatic Style field is ignored.
Refund From Receivables
Question: I have a customer that overpaid an invoice and I would like to issue them a refund. Is there an easy way to do this? C
an I create a cheque from Receivables? Or import the amount owing into Payables?
Answer: Current versions of Adagio Receivables support using a Write-off batch to send net credit amounts to Adagio Payables as a manual check batch, to allow printing a check for a customer. To do this, you have to set up the customer with an associated vendor code from Adagio Payables, then use the Write Off batch function to generate an Adjustment batch for that customer, and choose the option to send to Payables.
Here is a link to a ShowMeHow training video on how to use Write Off batches in Adagio Receivables, including the sending of customer credit balances to Payables (starting at 2:25).
http://softrak.com/video.php?id=90
You can find more tips like this in the Softrak Technical Support Forum at www.softrak.com, by signing into the Client Portal.
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