Attach PDFs to Inventory Items
Question: Is there a way to attach PDF files to inventory items like you can attach images?
Answer: Yes. The latest version of Inventory, 9.3A, supports DocStore, and DocStore lets you attach PDF files to items and transactions, including Inventory items. This will allow users to link spec sheets, manuals, diagrams and many other PDF documents to inventory items, and is one of many great reasons to install Adagio DocStore, if you haven't already.
Deleting Filters
Question: I'm learning to use filters in Accounts Payable, and I set one up just to test it out. I had my filter highlight a bunch of things yellow. Then I deleted the filter, but the style still shows in the View Vendor List, so quite a lot of my vendors are now highlighted yellow. How do I get rid of a style from a Filter that no longer exists?
Answer: From the Maintenance menu, look for Apply Styles at the top. This brings up a screen similar to Edit Filters, where you can select filters to apply the colour. Here, there is an additional checkbox to 'clear unselected filter styles', so that records that don't match any of the filters selected here will be reset.
Also, data integrity check redetermines the filters and would clear the style colour from the rows that don't match any filters.
Deleting Sundry Items
Question: When Adagio was originally set up, our purchasing manager did not do a good job organizing the sundry item list. We are trying to recategorize everything and were wondering what would happen if we just deleted all of the current sundry items and then created new ones with new categories. Would this mess up any open POs or would they still show up on the PO, but just not link anywhere?
Answer: The problem with deleting sundry items is the fact that this will mess up all of the current and historical PO's.
You would be much better advised to purchase a Utility called Toolkit for Adagio, which will allow you to change Sundry Item Code X to Y. The utility would then go through all the current and historical PO's to make the corresponding change.
MAPI email and Adagio
Question: After running EFT in Payables, we are getting the following message: "A program is trying to send an e-mail message on your behalf". While the emails themselves get sent successfully, the issue is that we have to keep clicking on the OK button after each EFT advice is emailed. Can this be avoided somehow?
Answer: That is a security message from Windows 7 when the MAPI email option is being used in the Adagio email setup. It's there to prevent malicious software from automatically sending emails.
Since Windows 7 is near end of life, you should just upgrade to Windows 10 and use the "Outlook" option in the Adagio email setup. Then you shouldn't get that prompt anymore.
The other alternatives are to buy and download a program called "Click Yes" that will override that setting or to set up Direct settings using your SMTP server.
Also, it is worth noting that in some circumstances Adagio will still use MAPI to send email out of Adagio even in Windows 10. So if you are using Windows 10 and seeing this message, then "Click Yes" or Direct Settings are currently the only ways around that security message.
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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