Payment Terms
Question: In Adagio Receivables, when the payment terms for a customer have been entered, will the system automatically apply the terms if the payment is within the terms specified? For example, terms entered as 2% 10 Net 90 is a 2% discount if the payment is made within 10 days. When I receive the payment and enter it into Adagio within that 10 days, will Adagio automatically discount the invoice being paid by the 2%?
Answer: When a customer has payment Terms that allow for an early payment discount, new invoices for this customer will use that Terms code, unless you choose to change this on the invoice. Posting this invoice will save all the terms information, including the discount date and the percentage.
When a payment is entered for this invoice, if the document date is not later than the discount date, the discount percentage will automatically be calculated for you, and the payment amount applied to the invoice will be reduced by the discount amount.
Email attachment from OE
Question: I email our customer invoices from Adagio Order Entry's "email queue". However, I only see an option to attach a .PDF file. I need to attach an Excel file. How can I change this option?
Answer: If you open the Email Queue in Adagio, for forms written to the Queue but not yet sent, and select one or more records from the grid, you can right-click and choose Attach File to include other files of any type, including Excel sheets.
There are no options to attach file types other than PDF directly from the Print/Email Invoice screen in Adagio. You have to do this sort of attaching from the Email Queue. This would mean that you have to send the emailed 'To the Queue' rather than 'Now', to give you the chance to include those extra attachments.
Post imported batch to next year
Question: We regularly retrieve a batch from our payroll provider and post it to the GL. We need to retrieve and post the journal entries for the Jan 4, 2019 payroll into Fiscal Period 1, 2019. We have created Next Year but not closed the Current Year.
The batch is retrieved and assigned a batch number from the Current Year. It can be posted there, but there does not seem to be an option to post to Next Year. The radio buttons appear for 2018 and 2019 but when 2019 is checked, the batch number disappears and there are no batches to post. Any directions or suggestions?
Answer: "Move" the batch to the "Next Year" batches.
Update SA from invoice history
Question: We have been running Invoices & AR (as well as other modules) for a number of years. We are now considering installing Sales Analysis. Is it possible to build the Sales Analysis records from the Invoices history from the last many years?
Answer: Yes, this feature is available through "Maintenance > Scan".
GridView filter
Question: I want to run a GridView search that pulls all invoices for a certain date range and for transaction "IN" or "CN". How do I add OR to the Trx Type to include "IN" or "CN"?
Answer:
AND(
{Trx Date} >= DATE(2018,01,01),
{Trx Date} <= DATE(2018,10,31),
OR(
{Trx Type} = "IN",
{Trx Type} = "CN"))
You could also use the QUERYDATE function so you don't have to hard code the date range into the filter.
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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