“Designed for Adagio”

Softrak is firmly committed to developing and enhancing its Adagio Developer Partner (ADP) program and wants to make every effort to encourage its Partners to integrate their products with Adagio. The closer the integration, the greater the ease of use for the end user and the shorter the learning curve for the channel. Our Business Partners are also looking to Softrak to provide some reassurance as to the quality of its Development Partner’s products. By sporting the “Designed for Adagio” logo, industry specific verticals that use Adagio as their accounting “back end” will be able to easily counter arguments from competitors offering integrated solutions.

Benefits

Softrak Development Partners that complete the “Designed for Adagio” process will be eligible to receive the following benefits:

1. Inclusion in Softrak’s Price List
2. Promotion in the AdagioNotes channel e.newsletter.
3. Promotion in the Adagio KeyNotes end user e.newsletter.
4. Participation in Softrak's direct mail, direct email and fax broadcasts.
5. Mention in end user seminars.
6. Mention at partner meetings and events.
7. Access to Softrak’s webinar conferencing site for channel presentations

Objective

Increase the marketing visibility of 3^rd Party products that provide a consistency of user experience with the core accounting modules and minimize the set-up and learning curve for this integration.

Methodology

Provide a documented set of specifications that 3^rd Party products need to conform to and then allow them to display a “Designed for Adagio” logo on their product packaging and promotional literature while they are an Adagio Developer Partner. “Designed for Adagio” products would be eligible to appear in Softrak’s compatibility charts and price lists. We might decide to offer distribution for these products.

Minimum requirements for “Developed for Adagio” logo.

Objective

Assurance of quality and interface.

Methodology

ADPs must implement the Ledger interface described in this document. Adagio must be listed on their accounting integration tab, or they must create a build specifically to integrate with Adagio. “Developed for Adagio” logo is subject to a review by Softrak’s QA department.

Objective

Provide integration with Ledger that is operator error resistant and has similar integration as the other Adagio core modules. Ledger must display this message on start-up if transactions exist:

and must list the application in the retrieve transactions check list.

The 3^rd Party developer is responsible for creating a file in Adagio Ledger’s data directory, with the correct extension. The format of the file is pure ASCII text with fixed length data elements and CRLF record delimiters. This file points to the file containing the actual transactions and has other control information. ADP’s with products that already produce a batch that can be retrieved (not imported) by Adagio Ledger already meet this requirement.

Other Requirements for “Designed for Adagio”

1. In order to allow our Partners to maximize their learning curve, 3^rd Party Developers using databases not accessible from ADS need to be using a database environment supported by Crystal Reports Standard Edition, or must have a function that will export the essential tables from their application to such a database.
2. Forms must be customizable using some form of designer. Crystal Reports is an acceptable design tool.

Future Requirements

As Adagio matures, we will expect our Partners to gradually improve their integration with the core accounting modules. Some of this integration requires tools from Softrak which have not yet been written, so this integration requirement is several years off. Looking forward, you can expect us to look for:

1. Easy (and automatic) departmentalization of g/l entries.
2. G/L entries can be consolidated before being sent to the g/l.
3. Product has pop-up finders for g/l accounts, customers, vendors etc to validate entry.

Technical Description

The name of the file is “GLBTHxxx.dat” where xxx is a 3 character code assigned by Softrak to the developer and dat is the company’s data extension. The ADP’s application is responsible for asking and storing the location of the Ledger data. The process for creating the transactions must make it impossible to miss or duplicate any entries destined for the general ledger without explicit operator overrides and warning messages. Preferably, transactions will be generated and written to the file as part of any posting process, without any required operator interaction. To the extent that an operator must explicitly create the Adagio Ledger batch, taking all the default options in any dialogues must automatically select the correct entries.

The 3^rd Party product must append the records it generates. Adagio Ledger will empty (or delete) the file when it successfully retrieves the batch.

Resource File Format

The format of GLBTHxxx.dat is:

Batch File Formats

There are two possible formats for importing transactions; simple and header/detail. Header/detail provides a tighter audit trail and is the preferred format.

Simple Batch File Format

Records in this file are identical in structure. They must contain this data in this order. Empty fields should be filled with spaces.

Header - Detail Batch File Format

This file groups balanced entries from a single transaction together. Balanced entries share the same Transaction Date and Fiscal Period.

Dates are always in the form YYYYMMDD. Credits are negative amounts. Numbers are right justified with a leading minus sign if required.