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.
