agrē Release Notes 2.24.01 - February 22, 2024
Last updated: April 11, 2024
What's New & Improved in agrē 2.24.01:
Additional process information from FCL may follow the release.
Top 5 Highlights from this Release
1. Manual Counts/Count Sheets – Date Criteria
2. Lot Number Management - Dropdown showing On Hand Quantities
3. Lot Number Deactivation when Deactivating Products
4. New Secondary Manufacturer Reporting Partner: TKXS
5. Work Order Standard Comments
Security
This symbol 
indicates that your Local Company Security Administrator needs to make a security permission change to allow user access to the new feature.
Configuration Options
This symbol 
indicates a new feature integrates with a Configuration Option (at either the Company, Location, or User level).
Note
Release Notes highlight the best new features and improvements from each release of agrē. In case you missed a prior version, Release Notes for the last two years are available from the online Help Release Note archives.
Grower Central
Big Things have been Added to Grower Central!
Be sure to check out all the new config options - these are just the really big ones.
I want to read the white paper (with lots of screenshots) on Grower Central Setup.
Quotes/Orders
Growers can request online quotes or order products.
File > Config Options > Grower Central
Products
You configure what products growers can order, and what details they can view.
File > Config Options > Grower Central
Product Overrides
GC Configs can be overridden (and enhanced) at the product level.
Inventory > Manage > Products
Online Payments
Tronia is introducing a new optional add-on Online Payment functionality to enable growers to make credit card payments online.
Contact your CSC to learn more about the availability of this feature.
File > Config Options > Grower Central
Global
New Citrix Password Requirements
Your Citrix ID is your TSLEdmonton1@tronia.com ID.
All current Citrix passwords are fine as they are but to increase security as of February 7, 2024 all new Citrix passwords:
(for new users, changing expiring passwords, or resetting existing passwords)
min of 14 characters (case sensitive)
min 1 non-alpha character (numeric or special character/symbol i.e. $ % & , ; - + etc.)
min 1 UPPER CASE character and 1 lower case character
cannot be one of your last 5 passwords (your 6th last one may be reused)
will expire in 365 days
Report Criteria - Select Details
Number of records selected is displayed for customers and products.
reports with More Options / Select Details
Accounts Receivable
Invoices
Import from Customer Group
When adding customer invoices, you can import Loadout Ticket product rows from other members of Customer Groups.
Accounts Receivable > Invoices
Quick Print
Right-click an invoice to send directly to default printer (no need to preview first).
Accounts Receivable > Invoices
Loadout Tickets
Invoice Reference Numbers
If a loadout ticket is billed on multiple invoices, all Reference Numbers are displayed.
Accounts Receivable > Loadout Tickets
Quantity Committed
Quantity Committed is displayed when adding products to loadout tickets.
(not displayed if linked to a work order; click Details and agrē will do the math for you)
Accounts Receivable > Loadout Tickets > Add Product Row
Work Orders
WO Standard Comments
Combine your own product line comments with one or more Standard ones.
Accounts Receivable > Work Orders
CRM
Activities
Use the scroll bar to navigate long Activity Notes more quickly.
Accounts Receivable > CRM > CRM Activities
Blending
Shift Innovations Blend System
New integrated blender control available for Shift Innovations & Controls.
I want to read the Automated Blender Setup and Work Flow whitepaper (with lots of screen shots)
Blending > Manage > Automated Blenders
Inventory
Products
Percentage Taxes
With 1 click of Apply Selected Setting to all Locations the status of the selected box (checked or not checked) is copied to all locations.
Inventory > Manage > Products > Prices/Taxes
Alternate Product Description
Quick Search for items by their Alt Product Desc (added also to Product List export).
** available for agrē SEARCH PURPOSES only!
Inventory > Manage > Products
New Secondary Manufacturer Reporting Partner: TKXS (Telus Ag)
Flag a product's Secondary Manufacturer as reporting to TKXS.
** Additional documentation regarding transition reporting of Syngenta items to TKXS (Telus AG) is also available - inclusive of setup & submission steps.
Inventory > Manage > Products
Lot Number Management
When adding products to loadout tickets and invoices, active Lot#s with quantity remaining are listed in ascending order by date.
Accounts Receivable > Loadout Tickets
Lot#s can be activated and deactivated from the Lot Number window.
Inventory > Lot Numbers
When a product is deactivated, all Lot#s with On Hand Amt = 0 are automatically deactivated at the same time, even if there are other reasons why the product can't be deactivated (because it's also on a Work Order for example).
Inventory > Manage > Products
If the only reason the product cannot be deactivated is one or more Lot#s with on Hand Amt <> 0 (non zero balance could be positive or negative), you will be prompted to to deactivate the Lot#s manually before the product itself can be deactivated.
Inventory > Manage > Products
Manual Counts
Date Criteria
New criteria: Suppress Zero Balance, Not Counted Since, With Activity Since.
Overrides for GL Account and Project moved to toolbar.
The same date criteria were added to the Inventory Count Sheet.
Inventory > Manual Counts
Accounts Payable
Purchase Invoices
Sort Product Rows
To change the order of items listed in a product grid, select the item and press Control+Up Arrow or Control+Down Arrow, or right-click and select Move Row Up or Move Row Down.
Account Payable > Purchase Invoices
Import Fixed Asset
Fixed Assets can be imported with purchases for 4-9 accounts.
Accounts Payable > Purchase Invoices > Import
Purchase Orders
Search by Line Location
Search for purchase orders by product Line Location.
Accounts Payable > Purchase Orders
Default Delivery Date
Set a default Expected Delivery date.
File > Config Options > Company / Accounts Payable > Purchase Orders
Emailing Supplier Reports
Default To: Address
When emailing purchase orders, inventory receipts, purchase invoices, and payments, the To address will default to the supplier Email address.
Accounts Payable > Manage > Suppliers / e.g. Accounts Payable > Purchase Orders
General Ledger
Bank Reconciliation
EFT Batch Numbers
Batch Reference Numbers are displayed in the Cheque Number column.
General Ledger > Bank Reconciliations
Reports & Exports
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have access to new Exports and Reports and who should not so we leave that up to them.
Updates to Current Reports
| Report Name | What's New? |
|---|---|
| AP Purchase Order | criteria: Created From filter for Header Location |
| AR Aged Receivables | criteria: Group by: [None, Location, Sales Rep] |
| AR Customer Statement - No Running Totals only | criteria: Credit Balances [Show if There Is Activity] |
| AR Email Batch Confirmation for Statements | data: sort order matches Selected for Statement Emailer window |
| AR Release Numbers | new criteria: Work Order Status, Sales Rep enhanced criteria: Shipped from raw data: Sales Rep |
| GC Summary Statement | data: blends are not itemized |
| GL Account Transaction Detail | data: payment Chq# (AR refunds, AP supplier payments, Grain producer payments) |
| GL Accrual Reconciliation | data for Unbilled Receipts: Supplier |
| INV Inventory Count Sheet | criteria: Suppress Zero Lot Number? criteria: Not Counted Since: [date] criteria: With Inventory Since: [date] data: LOT# Expiry Date(hotfixed Dec 20) |
| INV Inventory Forecast Position | data: Reference links to Inventory Forecast Position Detail |
New Exports
| Export Name | Description |
|---|---|
| AR PCP Sales | sales of products with a PCP Number |
PCP Sales
Export sales of products with a PCP Number.
Manitoba retails are required to submit this information to the Manitoba government for Pesticide Dealer Licenses.
File > Exports > Data
Updates to Current Exports
| Export Name | What's New? |
|---|---|
| AR Customer Sales | criteria: Manufacturer |
| AR Customer Sales Summary | data: Billing address fields (Address Line 1, Address Line 2, Town/City, Province, Postal Code); Credit Code [changes column order] |
| INV Product List | data: Alternate Product Description [changes column order]; data: Omit from Sales data: Sec TKXS Manuf data: Show in Grower Central |
Configuration Options
Note
Company Configuration Options are managed by your local company agrē administrators. As with all new features, we don’t presume to know if your administrator would enable a new Config Item or not so we leave that up to them.
New config options are released OFF unless they are replacing/enhancing existing items, in which case we do our best to match existing functionality. Any exceptions would be noted.
Company Config Options
| Tab / Subtab | Config Item | Description |
|---|---|---|
| Accounts Payable / Purchase Orders | Default Delivery Date: - Default to No Delivery Date - Rolling Delivery Date - Fixed Delivery Date |
if Default to No Delivery Date was checked prior to the release, the same will be selected after deployment if it was not checked, Rolling Delivery Date 30 days will be selected |
| Inventory | Manual Counts: Default to Pending Status | default status of new counts can be Complete or Pending |
| Reports / Default Criteria | Report Criteria Defaults - Work Order Activity | Line Status [Any Status, Active+Complete, Active, Complete] (default matches existing functionality) |
Location Config Options
| Tab | Config Item | Description |
|---|---|---|
| Reports | Default Print Copies | default # of copies (max 3) for WO, LOT/Batch Sheets/TDG/INV, PMT, LocTran |
Grower Central Config Options
| Tab | Config Item | Description |
|---|---|---|
| General | Display Balance Display: Entries Per Page (for growers) Message: Heading, Body Email: Subject, Body |
include or exclude Prepayments default = 10; min=0 spell-checked spell-checked |
| Online Payments Quotes/Orders Products |
new tabs | see Grower Central white paper for setup details |
Security
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have security permission and who should not so we leave that up to them.
New security permissions are released UNCHECKED unless they are enhancing existing permissions, in which case we do our best to match existing functionality. Any exceptions would be noted.
Role Permissions
| Tab | Item | Action(s) |
|---|---|---|
| Grain | Report - Commodity Position by Crop Year Report - Grain Position by FOB |
View View |
| Grain | Print Cheque | Enable on menu |
| Administration | Export Data | PCP Sales |
| Administration | Grower Central Online Orders Grower Central Online Payments |
Edit Edit |
CRS Hub
Updates to CRS Hub Exports
| Export Name | What's New? |
|---|---|
| INV Item Details | data: Manufacturer (for unmapped/retail-managed items) data: Sec KENNA Manuf, Sec TKXS Manuf |