Adagio Support Tip Of The Month: Alert for On Hold Vendors

Question: Is there a place to turn the sound off when selecting Vendors that are on hold? I understand the usefulness, but I use a lot of hold vendors and every time I select one of them I get the alert sound and then again when I go to enter anything. It’s driving me insane!

I use the Hold feature to stop payments from being generated to vendors that I pay by EFT etc. Maybe there’s a better way?

Answer: Yes, there is a better way. To prevent inadvertently paying the EFT Vendors in a System Check run, assign one of 2 Report Groups to each Vendor: “CHQ” or “EFT”. Then, on the System Check run screen, use “CHQ” for the Report Group starting and ending values.

Also, Report Groups can be easily imported from Excel. Here’s a fast way to set all your “On Hold” vendors to the Report Group “EFT”:

• On the Vendor Grid, Press F6 to bring up the SmartFinder.
• Adjust the Grid Columns to show Vendor number, Vendor Name, Vendor Status (On Hold) and Report Group.
• Set the SmartFinder Rule to select all vendors where Vendor Status = 1.
• Send the resulting list to Excel and save the file in amongst your Adagio Data, turning off the Total Row.
• Create an import template to import this Excel Sheet using File | Import | Vendors.
• Choose the Vendor Code Field and four Fillers (You don’t actually need to import anything other than the Vendor Code).
• Set the default Values for Vendor Status to “0” and Report Group to “EFT”.
• Don’t allow the addition of New Vendors.
• Say the First Row contains Headings.
• Make a backup.
• Process the import.
• Check the changes have been made as you expect.