GridView would be the tool to use to get the information you need. You could easily define a View that would provide you with the Invoice # and the associated Customer #.

Go to the followinf URL for a description of the product, there is also a downloadable video (15 megs) that describes the features.

http://www.softrak.com/products/adagio/gridview.php

There is a free way to do it, although GridView is more elegant and smooth.

You could preview an AR Aged Trial Balance, and then enter the invoice number in the field next to the binoculars, and click on the binoculars - each match will be highlighted in turn.

Steve Schwartz

Sounds like what you are looking for is National Accounts. Unfortunately this does not yet exist for Adagio.

The ACCPAC Plus version of this module consolidates all invoices for selected customers into one account. For example if you had individual accounts for every Sears store but got one cheque from head office then National Accounts could be used to consolidate all Sears invoices for cash receipts processing.

Another option would be to have a custom cash receipt process created that would allow you to enter receipts by invoice number.

Hi christi,

We would be willing to quote this on a custom basis for your client. I don't think it's all that much work, and we could do it in such a way that it would be integrated within Adagio Receivables. I'm assuming that your client just wants a data entry form that prompts for invoice number and amount, and then creates the requisite cash batch for posting. Are early payment discounts an issue?

Contact Michael Mulrooney in our office (604.736.3741) and he will discuss the requirements.

Now would be a good time as we have Adagio Receivables undergoing its next major revision. However, we were not planning on implementing anything along these lines for this next release.

Speaking from the vantage point of a consultant with many clients, I can confirm that this is almost a basic request - more clients ask for this than don't. It would add to the saleability of Adagio.

Since Andrew mentioned that Softrak is in planning mode for a major revision to AR, let me remind him that my favorite module is Adagio Invoices, and it could be even better if:

1) AR had a feature that could synch the customer master information with the same information in Invoices archive or open batches

2) Shipto addresses were stored in AR and not Invoices, and could be shared by OE.

I don't know whether these are AR or Invoices requests, but just in case they are AR-related, here they are.

Hello Steve,

Yes - we have received this request before, but it significantly changes the method of data entry (prompting for an invoice number and then figuring out the correct customer - as well as dealing with the possibility of duplicate invoice numbers in the system). Also, there are some accounting/reporting issues in dealing with this type of cash entry (such as what do the Ledger transactions look like and do you need to record the receipt of the actual check against some client). Again, it hasn't made it far enough up the list yet. Doing it on a custom basis for a client can change that, and may be well justified for a large company dealing with this on an ongoing basis.

1) Is an Invoices request and we do know of it.

2) Is an Invoices/Receivables/OrderEntry request and probably won't make this cut because of the complexity of co-ordinating the move of the ShipTo file with Invoices and OrderEntry.

(BTW - implementing this change would require re-coding any custom Crystal Reports that reference the OrderEntry ShipTo table. That might be a problem for some customers.)

Unfortunately, there will always be more suggestions for improvement to a module than we can accomodate in any specific release. If we waited until we finished all the things on the suggestion list before releasing a version, you'd still be waiting for the first release of Adagio Receivables.