The following table shows the available configuration settings for the company level and the effects of each.
To open the Company Level Settings window
Navigate to File > Config Options > Company
The Company Level Settings window opens. Detailed information about each configuration option is listed in the following table.
Tip
Run: File > Exports > Data > Audit/Admin > Notes (Loc, Cust, Prod) data export to double check all notes in one place.
Company Level Configuration Settings tabs:
related to blending:
Note
Company Level Configuration Settings can be overridden by Location Level and User Level Configuration Settings.
Company Settings | Config Item | On | Off | ||||||||||
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General tab | |||||||||||||
General | Use a background colour (C1) |
The selected colour is shown in the background. | The default colour is shown in the background, | ||||||||||
General | Hierarchical Pricing (C2) |
On the Manage Price Levels window, you are able to add price levels, and the Hierarchy Order and Enter At Level columns appear. | On the Manage Price Levels window, you are able to add price levels, but the Hierarchy Order and Enter At Level columns are hidden. | ||||||||||
General | Use customer's location for AR Invoice postings (C4) Note: If you change a customer's home location, only postings from invoices added or edited after the change are affected.
Caution: Changing this setting after it has been in use may cause unexpected results in your income statements. It is recommended to change this setting at month or year end if necessary.
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Invoice sales and COGS are posted to: - Customer Home Location - Invoice Header Location - Invoice Line Location Inventory is always taken from the line location of the transaction. The cost of the inventory is based on line location. |
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General | Use customer’s location for AR Invoice postings- Advanced button | Specify any customers whose postings should be applied opposite to the location indicated above. not applicable when using Header Location |
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General | Prevent Cost Cascade in closed periods | Prevents postings in closed periods resulting from any change in costs (agrē always prevents postings in closed fiscal years). The postings will be dated as of the first day of the first available open period.
Note: When this configuration setting is selected, the subledger may be out of balance for reports run "as of" a date within closed periods.
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When making cost changes (e.g. a cost adjustment) date the postings as of the original date even if the date is in a closed period. | ||||||||||
General | Spell Check | Certain Comments and Notes fields will be proofed for spelling errors. (e.g. Field Scouts) |
No fields will be proofed for spelling errors. | ||||||||||
General | Use Global Cache Refresh (cached data is stored for the current session only, so each time you log in to agrē the cache will be automatically refreshed - if you need the cache updated immediately in your current session click Refresh or use the menu setting Help > Refresh Settings; data [customer, product, supplier, etc.] entered by you in the current session is added to your cache immediately, other users will need to Refresh to update their cache with the information you added) |
Retrieve customer, product, location, etc. data from the server the first time it is needed, then cache it so it doesn't need to be retrieved again during the current session. | Retrieve data each time it is needed. (retrieves the complete data set - including newly added records by other users - each time it is needed) |
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General | Time Zone Pacific: BC Mountain: AB Canada Central*: SK Central: MB Eastern: ON, QC Atlantic: NB, NS, PEI Newfoundland: NL * no daylight savings time change |
Transaction times are reported in the selected zone time. e.g. Created On (shown on reports), Audit History |
Transaction times are reported in Mountain Time. | ||||||||||
General | Password Complexity Affects agrē user password requirements for ALL your company's agrē databases, including training, additional, and CRS Hub. |
[Low, Medium, High] |
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General |
Password Reset (you must be a local security Administrator to change password config options) |
[Never, 60 Days, 90 Days, 1 Year] Best Practice: High, 1 Year |
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Accounts Receivable tab | |||||||||||||
Invoices sub tab | |||||||||||||
AR / Invoices | Automatically generate Reference Number (C12) |
Reference numbers for invoices are automatically generated. |
Reference numbers for invoices must be manually entered. |
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AR / Invoices |
Offer to import Loadout Tickets |
On invoice Purchase & Returns tabs , a message appears asking if you want to import rows from existing unbilled loadout tickets for the customer. |
A message does not appear. |
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AR / Invoices |
Offer to import Work Orders |
On invoices Purchases tab only, a message appears asking if you want to import rows from existing work orders for the customer. |
A message does not appear. |
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Allow Bill and Hold Contact Support to have the Bill & Hold flavour of the Inventory Position report added to your agrē database. |
Allow products on invoices and loadout tickets to be flagged as Bill and Hold. |
Do not allow products to be flagged as Bill and Hold. |
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Sales Rep Mandatory |
Invoice must have a Sales Rep selected before it can be saved. |
Invoice can be saved with no Sales Rep selected. |
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Split Invoice: Default Keep WO links (applies only to invoice rows linked to a work order without loadout tickets) |
When splitting invoices Keep Work Order Links for Split Invoices is checked by default. |
When splitting invoices Keep Work Order Links for Split Invoices is not checked by default. |
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Show committed amount on invoice product (hidden if linked to WO or LOT, also applicable to POS Invoices) |
Committed Quantity displays also on Add Product window. |
Committed Quantity displays on Details window only. |
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AR / Invoices |
Check Inventory Alert : Based on Min On Hand |
Check Inventory warning blinky displays if Quantity Available falls below Minimum on Hand. |
Check Inventory warning blinky displays if Quantity on Hand falls below 0. |
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Check Pricing Alert : Based on Sales/Pricing History existing (Returns Only) |
Check Pricing warning blinky displays when customer has sales history for the returned item. |
When returning items no Check Pricing warning blinky displays. |
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Default Return Quantity to Invoice Purchase Quantity |
When returning items from a specific sales invoice, the quantity returned defaults to the quantity sold. |
When returning items from a specific sales invoice, the quantity returned must be entered manually. |
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Require Security to Return without Receipt (or sales history, or blends) |
Add Product Row on Returns tab is not restricted. |
Return without Receipt permission is required to Add Product Row on Returns tab. |
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Use WO Taxes on Invoice |
Tax status (charge/not charge) on work order used on invoice when product is linked or imported. |
Default taxes used on invoice. |
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Enable Discount Products Not compatible with Credit Codes / Credit Reasons. |
AR Invoice Discount Products can be setup and added to invoices. |
AR Invoice Discount Products cannot be setup nor added to invoices. |
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Apply return credits to invoice first e.g. the same invoice has both a purchase and a return - should the credits from the return be applied automatically to the purchase? |
Unapplied credits created by the invoice are automatically applied to the invoice itself before other invoices or chargeable items. |
n/a |
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Apply unapplied credits automatically |
Unapplied credits are automatically applied as they are created. |
Unapplied credits must be manually applied. |
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AR / Invoices |
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POS Invoice: Large Fonts |
POS entry form displays fonts at a larger size. |
POS entry form displays fonts at regular size. |
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POS Invoice: Scan with Non Mandatory Associated Product: Edit Qty |
When scanning a product with optional Associated Products, allow editing the Quantity before offering associated products. |
When scanning a product with optional Associated Products, default quantity of all products to 1. |
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Show Credit Reason not applicable to: POS, AutoBill, Grain Invoices, or Blends; |
Show Credit Reason drop down when adding or editing products on invoices. |
Credit Reason is hidden when adding or editing products on invoices. |
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AR / Invoices |
Credit Reason Code is Mandatory (Show Credit Reason must be checked to activate) |
Credit Reason must be selected. |
Credit Reason is optional. |
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Loadout Tickets sub tab | |||||||||||||
AR / LOTs | Automatically generate Reference Number (C12) |
Reference numbers for invoices are automatically generated. |
Reference numbers for loadout tickets must be manually entered. |
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AR / LOTs |
Automatically generate Reference Number |
Reference numbers for invoices are automatically generated. |
Reference numbers for invoices must be manually entered. |
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Offer to import Work Orders |
On loadout tickets, a message appears asking if you want to import rows from existing work orders for the customer. |
A message does not appear. |
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AR / LOTs |
Import/Link WO: Hide Prices |
Prices are visible when importing product rows from or linking to Work Orders. |
Work Order pricing is hidden. |
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Offer to import Bill and Hold |
On loadout tickets, a message appears asking if you want to import rows from existing Bill and Hold invoices for the customer. |
A message does not appear. |
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Show <WO Available> |
If a product is added to a loadout ticket that is active on a customer work order, show a visual reminder that a work order is available for linking |
Normally off for retailers who link invoices to work orders as they do not link loadout tickets to work orders and need no reminder. |
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AR / LOTs |
Include Loadout Ticket Comment on Printed Invoice |
New Loadout Tickets will have the "Include this comment on printed invoice" box checked by default. |
The box will need to be manually checked for the comment to appear on the invoice. |
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Split Loadout Ticket: Default Keep WO links |
When splitting LOTs Keep Work Order Links for Split Loadout Tickets is checked by default. |
When splitting LOTs Keep Work Order Links for Split Loadout Tickets is not checked by default. |
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Sales Rep Mandatory |
Loadout Ticket must have a Sales Rep selected before it can be saved. |
Loadout Ticket can be saved with no Sales Rep selected. |
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Keep Billing Units and Loadout Ticket Units the same |
Product Billing units will automatically match shipping/Loadout Ticket units (Quantity does not change). |
Product can have different shipping/Loadout Ticket and Billing units. |
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AR / LOTs |
Display warning when Sales Rep is different on WO |
A warning is displayed when importing from/linking to a work order with a different Sales Rep. |
No warning is displayed if the Sales Rep on the Work Order is different from the Sales Rep on the Loadout Ticket. |
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Work Orders sub tab | |||||||||||||
AR / WO / General | General Defaults sub tab | ||||||||||||
AR / WO / General |
Automatically generate reference number |
Reference numbers for work orders are automatically generated. |
Reference numbers for work orders must be manually entered. |
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Default to ‘No Authorization’ |
On work orders, no authorization date is automatically selected but it can be changed. |
On work orders, an authorization date is automatically selected but it can be changed. |
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AR / WO / General |
Default to Committed |
All products added to work orders (including blends) will be flagged as Committed by default but can be changed. |
Products added to work orders will not be flagged as committed by default but can be changed. |
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Sales Rep is Mandatory |
Work Order must have a Sales Rep selected before it can be saved. |
Work Order can be saved with no Sales Rep selected. |
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Sub Type is Mandatory |
A sub-type must be selected before the work order can be saved. |
Work Order can be saved without a sub-type. |
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Ship To is Mandatory |
A customer ship to address must be selected before the work order can be saved. |
Work Order can be saved without a ship to address. |
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AR / WO / General |
Customer Contact is Mandatory |
A customer contact must be selected before the work order can be saved. | Work Order can be saved without a customer contact. | ||||||||||
AR / WO / General |
Default to 'Use Current Price' |
When products are added to work orders, the price will default to 'Use Current Price' but can be changed. |
Price will default to the current price but can be changed to a different price, or 'Use Current Price' can be selected. |
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Exclude Closed Lines from Total (untaken, work order Form only) Note: This setting refers to totals on the work order form. To suppress the same totals on the work order report navigate to the Reports > Default Criteria tab.
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The value of closed lines are excluded from the totals. If product was taken before the row was closed, the value of the row is included in the totals. To be excluded the line Status must be Closed and the Quantity Taken must be 0. |
The value of closed lines are included in the totals. |
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Automatically prepay taxes if product is prepaid |
Taxes on prepaid products will be automatically flagged as prepaid. |
Taxes on prepaid products will not be automatically flagged as prepaid. |
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Itemize Blends - Prepaid Default: |
- No |
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AR / WO / General |
AR / WO / General X% above Quantity Requested |
Quantity Limit = (1+x)% * (Quantity Requested) |
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Automatically 'Complete' lines when Quantity Requested is filled |
Product rows will be flagged as complete if Qty Taken >= Qty Requested even if the Quantity Limit has not been reached |
Product rows will remain open if Quantity Limit has not been reached even if all Quantity Requested has been taken. |
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AR / WO / General | Work Order Approval | ||||||||||||
AR / WO / General |
Enable Approve Email |
Work Order Approval emails can be sent. Note: Contact Support to activate the Work Order Approval process.
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Work Order Approval emails cannot be sent. |
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AR / WO / General |
Close Work Order on Cancel |
Canceled work orders (those not approved) will be closed. |
Canceled work orders (those not approved) will remain acitve. |
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AR / WO / General | WO to PO Process | ||||||||||||
AR / WOs / General Defaults |
WO to PO Process (see also Accounts Payable > Purchase Orders) I want to read the white paper (with lots of screenshots) on the WO->PO Process. |
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AR / WO / General |
Supplier is Mandatory |
A supplier must be selected before a Work Order can be saved. |
Work Order can be saved without a selected supplier. | ||||||||||
AR / WO / General |
Limit Products based on Supplier |
Products added to work orders are limited by the selected Supplier. |
Any product can be added to a work order. |
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AR / WO / General |
Notify all users in specified role when: |
All users within the user role selected from the list receive messages regarding the modification of Work Orders linked to Purchase Orders in the Message Centre. |
No message is sent when a linked WO is edited. |
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AR / WO / Link/Import | Linking/Importing sub tab | ||||||||||||
AR / WO / Link/Import |
Auto Link: always use WO pricing when linking, regardless of prepay flag and availability |
When links are made to work orders, the prices quoted on the work orders are always used for the full quantity requested (regardless of prepayment dollars available). |
When links are made to work orders, the prices quoted on the work orders are used until prepayment dollars run out. After that, current prices are used for the remaining quantity requested. |
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Import Work Order to Invoice/LOT: Default Quantity |
When importing from a work order onto loadout tickets or invoices, the quantity taken defaults to the quantity remaining. |
When importing from a work order onto loadout tickets or invoices, the quantity taken must be entered manually. |
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Allow import/link to expired work orders |
If checked, you will be able to link to Active Expired work orders. Tip: If you want to link to expired work orders, you probably do not want to automatically close them.
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If not checked, you will be able to link to Active current work orders only. |
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Import Header Coments when linking/importing to a Loadout Ticket (autolink excluded) |
If checked, Import Header Comments is checked by default when importing from or linking to products on work orders. | If not checked, the Import Header Comments box is not checked. | |||||||||||
AR / WO / Link/Import |
Default to 'Include Expired WO' ("Allow import/link to expired work orders" must also be checked in order to check this option) |
If checked,when invoicing and Importing/Linking to Rows from work orders, Include Expired WO will be checked by default. |
If not checked,when invoicing and Importing Rows from work orders, Include Expired WO will not be checked by default. |
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Link to WO: Show Pricing Prompt when row is split |
If checked, when an Invoice product row is linked to a WO with insufficient quantity, prompt to use current price or WO price for split row. |
If not checked, the split row (the one not linked to the WO) gets the same price as the linked row. |
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Allow link Invoice Returns to Work Orders |
If checked, Link Work Order appears on invoice return tab and returned product can be added back to a work order automatically. |
If not checked, returned items cannot be added back to work orders automatically. |
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Auto-commit Quotes when linked When you link to/import from a Quote (on a LOT or an INV) you will be prompted to turn the quote into an order. Use this setting to also automatically commit none, some, or all of the products on the quote at the same time. |
None Note: AutoLink overrides Show Prompt (if you click AutoLink only the selected product will be committed).
Caution: If anything but All products on quote is selected, after auto/linking products in blends please check the WO manually as only the first blend product will be committed by default
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AR / WOs / Expiry |
Expiry Date sub tab |
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Default Expiry Date (Quotes) |
Rolling expiry date All quotes are required to have an expiry date. |
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AR / WO / Expiry |
Default Expiry Date (Orders) Note: agrē will not allow you to manually set a Fixed Expiry Date to a date in the past and save the Config Options.
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No Expiry Date |
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AR / WO / Expiry |
Expiry Date is Mandatory (Orders only) Tip: Mandatory expiry dates for Orders are optional, but strongly recommended.
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An expiry date must be selected before the Order can be saved. |
An order can be saved without an expiry date (so it will never expire or automatically close). |
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Automatically close expired Orders |
Orders will be closed automatically after the expiry date. |
Orders will remain Active until closed manually. |
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Automatically close expired Quotes |
Quotes will be closed automatically after the expiry date. |
Quotes will remain Active until closed manually. |
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Service Dates sub tab | |||||||||||||
AR / WO / Service Dates |
Default Service Dates |
No Service Dates |
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Service Start Date is Mandatory (Orders only) |
A service start must be selected before the order can be saved. |
An order can be saved without a service start date. |
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AR / WO / Service Dates |
Service End Date is Mandatory (Orders only) |
A service end must be selected before the order can be saved. |
An order can be saved without a service end date. |
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AR / WO / Service Dates |
Service Start Date is Mandatory (Quotes only) |
A service start must be selected before the quote can be saved. |
A quote can be saved without a service start date. |
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AR / WO / Service Dates |
Service End Date is Mandatory (Quotes only) |
A service end must be selected before the quote can be saved. |
A quote can be saved without a service end date. |
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AR / WO / Due Dates |
Payment Due Date sub tab |
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AR / WO / Due Dates |
Default Payment Due Date (Orders) Note: agrē will not allow you to manually set a Fixed Payment Due Date to a date in the past and Save.
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No Payment Due Date |
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AR / WO / Due Dates |
Payment Due Date is mandatory (Orders only) unless Paid In Full |
Orders must have a Payment Due Date selected or Paid In Full must be checked before saving. |
Orders can be saved with no Payment Due Date selected and Paid in Full not checked. |
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AR Release Numbers sub tab | |||||||||||||
AR / Release # |
Use AR Release Numbers |
Products on work orders can be assigned release numbers. | The Release Numbers button is not visible. | ||||||||||
AR / Release # |
Automatically Generate Release Number |
Reference numbers for AR release numbers are automatically generated. |
Reference numbers for AR release numbers must be manually entered. |
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AR / Release # |
Close Work Order Lines if All Release Numbers are Filled |
Product rows will be closed if all release numbers have been filled even if there is quantity remaining. |
Product rows will remain open if there is quantity remaining even if all release numbers have been filled. |
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AR / Release # |
Default Status When adding new AR Release Numbers to work orders, this will be the default status. |
Assigned |
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AR Payments sub tab | |||||||||||||
AR / Payments |
Default Payment Method |
When accepting a customer payment, default to the payment method selected. |
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AR / Payments |
Lump Sum |
On the Accept Payments window, Lump Sum Payment is automatically selected and information is hidden and/or shown. |
N/A |
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AR / Payments |
Pay for selected |
On the Accept Payments window, Pay for Selected Items is automatically selected and information is hidden and/or shown. |
N/A |
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Cash Rounding Behaviour |
Regular (Up/Down) Rounds up if 3¢ or more; rounds down if 2¢ or less for both purchases and returns. eg. If purchase total is $23.93; rounds up to $23.95; if return total is $23.92, rounds down to $23.90. |
Customer Favoured (Round Down) Always rounds down for purchases; always rounds up for returns. e.g. If purchase total is $23.94, rounds down to $23.90; if return total is $23.92 rounds up to $23.95. |
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Reverse Payment Posting Date |
Original Payment Date: Current Date User Selects |
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Prepayment Adjustment Payment Type |
drop-down list of active AR Payment Types |
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Customers sub tab | |||||||||||||
AR / Customers |
Default Values For New Customers |
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AR / Customers |
Automatically generate Customer Code |
Reference numbers for new customers are automatically generated. |
Reference numbers for new customers must be manually entered. |
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AR / Customers |
Billing Address is Required |
A customer account can be saved without a billing address. |
A billing address must be entered on a Customer Account before it can be saved. |
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AR / Customers |
Default Price Level |
The price level for new customers will default to this price level. |
The price level for new customers must be manually selected. |
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AR / Customers |
Default Credit Limit |
New customers require a specified credit limit. The credit limit is automatically entered when you add customers. |
New customers have unlimited credit, and unlimited credit is selected when you add customers. |
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AR / Customers |
Unlimited Credit |
New customers have unlimited credit, and unlimited credit is selected when you add customers. |
New customers require a specified credit limit. The credit limit is automatically entered when you add customers. |
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AR / Customers |
Default Credit Range |
A warning message appears indicating that the customer is at the specified range before the specified credit limit. |
A message does not appear. |
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Customer Search Field |
Search for customers by Customer Name. |
Search for customers by Customer Code (which is usually the same as the Member Number). |
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Search Using Member Number Check Digit |
Searches first for member number with check digit. |
Searches first for member number without check digit. |
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AR / Customers |
Credit Limit Behaviours | ||||||||||||
AR / Customers |
Use chargeable balance when checking credit limits (exclude prepayment) |
Any Prepayment dollars in the customer account will not be considered as available credits when calculating the customer's chargeable balance |
Any remaining prepayment dollars will be applied when calculating the customer's chargeable balance |
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AR / Customers |
Include the estimated value of unbilled LOTs when warning about approaching/at credit limit (note this does not affect stops, only warnings). |
When checking a customer’s credit limit, the value of unbilled loadout tickets is included. |
When checking a customer’s credit limit, the value of unbilled loadout tickets is not included. |
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AR / Customers |
Customer is at or over limit: | ||||||||||||
AR / Customers |
Prevent LOT creation (unless all purchases are linked to prepaid WO) |
When saving a loadout ticket, a message appears indicating that the customer is over the credit limit. You cannot save. |
A credit range must be entered. Customers do not receive a message if the value is zero or they have unlimited credit. |
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AR / Customers |
Force immediate payment on save of Invoice |
When saving an invoice, a message appears indicating that the customer is over the credit limit, and he/she must make an immediate payment. |
A warning message appears indicating that the customer is over the credit limit. You can still save. |
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Prevent adjustments that increase customer balance |
When making an AR adjustment, a message appears indicating that the customer is over the credit limit. You cannot save. |
You can save the adjustment even if the customer is over the credit limit. |
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Statement/Invoice Emailer sub tab | |||||||||||||
Statement Emailer | |||||||||||||
Message Subject (C65) |
When emailing customer statements, the subject entered here is automatically shown. |
When emailing customer statements, a subject must be manually entered. |
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AR / Emailer |
Body Text (C66) |
When emailing customer statements, the text entered here becomes the body of the email. |
When emailing customer statements, body text must be manually entered. |
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Invoice Emailer |
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AR / Emailer |
Message Subject (C65) |
When emailing customer invoices, the subject entered here is automatically shown. |
When emailing customer invoice, a subject must be manually entered. |
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AR / Emailer |
Body Text (C66) |
When emailing customer invoices, the text entered here becomes the body of the email. |
When emailing customer invoices, body text must be manually entered. |
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AR / Emailer |
Combine Invoices for same Customer |
When emailing multiple invoices to the same customer, the emails will be combined into a single PDF and only one email will be sent. |
When emailing multiple invoices to the same customer, each email will contain a PDF of a single invoice. |
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AR / Emailer |
Defaults Applicable to both Statements and Invoices | ||||||||||||
AR / Emailer |
After Statements/Invoice are emailed, send message to: |
After emails have been sent to customers, a notification message will be sent to agrē users in the selected role. |
No agrē message will be sent. |
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eConfirmation sub tab | |||||||||||||
AR / eConf |
Automatically Expire Pending Notifications |
Status of expired Pending eConfirmations will update automatically to Expired. |
Status of Pending eConfirmations must be changed manually to Expired. |
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AR / eConf |
Expire in X Days (above setting must be checked or is ignored) |
Pending eConfirmations will be flagged as Expired after this many days. |
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AR / eConf |
Work Order |
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AR / eConf |
Enable |
When saving a work order or quote, eConfirmation prompt is displayed automatically. |
No eConfirmation prompt on save. |
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AR / eConf |
Email Note |
When sending eConfirmations by email, the text entered here becomes the body of the email. |
Email body text must be manually entered. |
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AR / eConf |
Text Note |
When sending eConfirmations by text message, the text entered here becomes the body of the text. |
Text message body text must be manually entered. |
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AR / eConf |
Loadout Ticket |
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AR / eConf |
Enable |
When saving a loadout ticket, eConfirmation prompt is displayed automatically. |
No eConfirmation prompt on save. |
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AR / eConf |
Include TDG (when applicable) |
When sending an eConfirmation, automatically include the TDG report. |
TDG is not sent. |
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AR / eConf |
Email Note |
When sending eConfirmations by email, the text entered here becomes the body of the email. |
Email body text must be manually entered. |
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AR / eConf |
Text Note |
When sending eConfirmations by text message, the text entered here becomes the body of the text. |
Text message body text must be manually entered. |
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AR / eConf |
Invoice |
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AR / eConf |
Enable |
When saving an invoice, the eConfirmation prompt is displayed automatically. |
No eConfirmation prompt on save. |
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AR / eConf |
Include TDG (when applicable) |
When sending an eConfirmation, automatically include the TDG report. |
TDG is not sent. |
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AR / eConf |
Email Note |
When sending eConfirmations by email, the text entered here becomes the body of the email. |
Email body text must be manually entered. |
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AR / eConf |
Text Note |
When sending eConfirmations by text message, the text entered here becomes the body of the text. |
Text message body text must be manually entered. |
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Blending |
Default Calculation Method |
The calculation method selected from the list is automatically selected for blends. |
You must manually select the calculation method for blends. |
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More Products than Nutrients If you have more products than needed to make the blend, should agrē automatically calculate the most or least expensive blend , or ask you on the fly? |
Show Prompt Least Expensive Most Expensive |
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Make a Blend: Default Save Transaction |
When saving from Make a Blend, this will be the default Save As transaction. (the same Eligible Transaction must be checked below). |
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Make a Blend: Eligible Transactions |
When saving from Make a Blend, only these transactions are active/can be selected. (at least 1 box must be checked; Eligible Transactions cannot be overridden at the Location or User level.) |
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Blending |
Enable Link to Work Order button for Blends on Invoices and LOTs |
The Link to Work Order button is available on invoices and loadout tickets for blends. |
The Link to Work Order button is not available. |
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Blending |
AR / WO / General to Blend Quantity |
When saving a blend to a WO, the quantity requested will also be the quantity limit. |
The blend quantity limit will need to be specified manually. |
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Blending |
Show blend description after blend name on windows in agrē |
On all the applicable windows in agrē, the blend description is always shown after the blend name. |
The blend description is not shown after the blend name. |
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Blending |
Prepay Blend Charge if all Products are Prepaid |
If all the products in a blend are flagged as prepaid, flag the blend charge as prepaid. |
Even if all the products in a blend are prepaid, do not flag the blend charge as prepaid. |
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Blending |
Keep Blend Window open after Save |
The Make a Blend window remains open after saving a blend so you can start making another blend right away. Note: the blend window will still close if you opened it from a Customer Account.
|
The Make a Blend window closes after saving a blend. |
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Filter Blend Types by Location |
When making a blend, only blend types for the location specified are available. |
When making a blend, blend types from all locations are available. |
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Blending |
Automatically Jump to Calculation Tab |
Once a Location, Calculation Method, and Blend Type have been selected, automatically jump to the Calculation tab. |
Remain on the Blend Setup tab after a Location, Calculation Method, and Blend Type have been selected. |
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Additional Products: Default Rate Expression Acre MT per blend No Rate MT per product |
When adding Additional Products to blends, this will be the default rate expression. |
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Blend History - Show last [1, 3, 6, 9, 12, 18, 24] month(s) by default |
When retrieving blends from Blend History, this will determine the default date range. |
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Blend History - Transactions [Templates, Crop Plans, Quotes, Orders, Invoices, Loadout Tickets, Custom App] |
When retrieving blends from Blend History, this will determine which transactions are checked by default. Note: when returning a blend on an invoice, defaults are ignored and only Invoices is checked (but you can check others if needed). |
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Purchase Invoice subtab | |||||||||||||
AP / PI |
Allow PI date in closed period |
Purchase Invoice date can be in a closed period. Postings will be dated as of the first day in the first available open period. |
Purchase Invoice date must be in an open period. |
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AP / PI | Non-Inventory Items | ||||||||||||
AP / PI |
Default Line Location to PI Location |
When adding a non-inventory product the line location defaults to the PI header location. |
The product row is left unallocated unless a location is specified. |
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AP / PI |
Location is mandatory |
A location must be specified | The product row may be left unallocated. | ||||||||||
AP / PI |
Project is mandatory |
A project must be specified. | The product row may be left unallocated. | ||||||||||
AP / PI |
PO is mandatory |
The product must be imported from a PO, or a PO must be linked. (Supplier setting will override this if set) | No PO is required. | ||||||||||
AP / PI |
PO Unit Price Match & Threshold Security: Normally, you would check PO Threshold +/- (which allows deviation within the threshold) |
The Unit Price on the PI must equal the Unit Price on the linked PO. With PO Threshold +/- permission, the Unit Price on the PI can vary from the Unit Price on the PO within the Threshold specified. With PO Override permission, the Unit Price on the PI is not restricted. |
The Unit Price on the PI is not required to match the Unit Price on the linked PO. | ||||||||||
AP / PI |
PO Unit Qty Limit & Threshold Security: Normally, you would check PO Threshold +/- (which allows deviation within the threshold) |
The Quantity on the PI must equal the Quantity on the linked PO. With PO Threshold +/-permission, the Quantity on the PI can vary from the Quantity on the PO within the Threshold specified as long as it remains less than or equal to the Quantity Remaining on the PO. With PO Override permission, the Quantity on the PI is not restricted. |
The Quantity on the PI is not required to be less than or equal to the Quantity Remaining on the linked PO. | ||||||||||
Purchase Order subtab | |||||||||||||
AP / PO |
Automatically close expired POs (C35) |
All expired purchase orders are automatically closed. |
You must manually close expired purchase orders. |
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AP / PO |
Automatically close POs with no active lines |
All POs with only completed product rows (or a combination of completed and closed) will be automatically closed. |
You must manually close completed purchase orders. |
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AP / PO | Default Delivery Date |
Default to No Delivery Date |
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Default Expiry Date |
Default to No Expiry Date Note: agrē will not allow you to manually set Fixed Expiry Date to a date in the past and save the Config Options. |
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AP / PO |
Show <PO Available> on Inventory Receipt |
When adding products to Inventory Receipts, <PO Available> will display in the PO Reference column if the product is available on an active Purchase Order. |
When adding products to Inventory Receipts, the PO Reference column will be blank even if the product is available on an active Purchase Order. |
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AP / PO |
Allow import/link to expired purchase orders |
If checked, you will be able to link to expired purchase orders. Tip: If you want to link to expired purchase orders, you probably do not want to automatically close them.
|
If not checked, you will be able to link to active purchase orders only. |
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AP / PO | Unit Price is Mandatory | Unit Price is required to save a product on PO. | Product Unit Price is optional. | ||||||||||
AP / PO | Use Custom Payment Terms | Payment Terms-Custom (text box) is checked by default (can be unchecked on the fly to select from dropdown) | Payment Terms dropdown is enabled by default (custom can be checked on the fly) | ||||||||||
WO to PO Process - (see also Accounts Receivable > Work Orders) I want to read the white paper (with lots of screenshots) on the WO->PO Process. |
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AP / PO |
Enable Process - contact your CSC |
The process cannot be used. |
Activate process features. | ||||||||||
AP / PO |
Use WO Reference for PO |
With PO Prefix: POs created by the process follow regular prefix naming conventions. | With Custom Prefix: Use a different prefix for POs created by the process. | ||||||||||
AP / PO |
Use WO Pricing for PO |
With PO Prefix: POs created by the process follow regular prefix naming conventions. | With Custom Prefix: Use a different prefix for POs created by the process. | ||||||||||
Suppliers subtab | |||||||||||||
AP / Supplier | Display Supplier Find Drop Down | Displays the Supplier Find drop down control on the supplier account. | Displays the Supplier New Search find control. | ||||||||||
Payments subtab | |||||||||||||
Automatically generate Reference Number |
Reference numbers for supplier payments are automatically generated. |
Reference numbers for supplier payments must be manually entered. |
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Use Cheque/EFT Approval Process |
Cheques will need to added to a batch and the batch must be approved before they can be printed. |
Cheques require no approval before printing. |
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Notify user if Supplier Credits available during Supplier Payment creation (C36) |
When making a supplier payment, a message appears indicating that you have available supplier credits. |
A message does not appear. |
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AP / Payments |
For overdue invoices use: (not sure which one to choose? Explain Earliest Date Option) |
Today's Date will be the default payment date |
Earliest Date of all Invoices being paid on that payment will be the default payment date. |
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AP / Payments |
For early payments use: |
Today's Date will be the default payment date. |
Earliest Date of all Invoices being paid on that payment will be the default payment date. |
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AP / Payments |
Printing Cheques |
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Hide left Signature Image when amount is >= |
When printing cheques for more than or equal to the specified amount, the left e-Signature will not display. |
Both e-Signatures will be displayed. |
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AP / Payments |
Hide both Signature Images when amount is >= |
When printing cheques for more than or equal to the specified amount, no Signature images will be displayed. |
Both e-Signatures will be displayed. |
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AP / Payments |
EFT Payments |
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AP / Payments |
BCC Email Notifications |
Blind copy the supplier email notifications to this address. |
No BCC emails will be sent. |
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AP / Payments |
Email Notification Note |
Include this text blurb in the email notification in addition to the payment details. e.g. "An EFT Transfer has been made to your account in payment for the invoices listed below. Please reply to this email with any questions, or contact Pat Thachuk at 1-800-123-4567." |
Notification will contain no text blurb, just payment details. |
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GL |
Journal Entry |
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GL |
Location is mandatory for Income Statement Accounts |
Location is required for postings to 4, 5, 6, 7, 8 or 9 accounts. |
Location is optional for postings to 4, 5, 6, 7, 8, or 9 accounts. |
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GL |
Project is mandatory for Income Statement Accounts (can be overridden at the GL level) |
Project is required for postings to 4, 5, 6, 7, 8 or 9 accounts. this affects: Journal Entries, Purchase Invoices |
Project is optional for postings to 4, 5, 6, 7, 8, or 9 accounts. |
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GL |
Chart of Accounts |
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GL |
Mapping Code is mandatory for Postable Accounts |
Location is required for postings to 4, 5, 6, 7, 8 or 9 accounts. |
Location is optional for postings to 4, 5, 6, 7, 8, or 9 accounts. |
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GL |
GL Account to use when transferring Customer Balances |
When transferring customer balances, this GL account is used for postings. |
Balances cannot be transferred between customers. |
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GL |
Shares |
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GL |
Automatically generate Shareholder Number |
Reference numbers for Shareholder Number are automatically generated. |
Reference numbers for Shareholder Numbers must be manually entered. |
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GL |
Automatically generate Certificate Number |
Reference numbers for Certificate Number are automatically generated. |
Reference numbers for Certificate Numbers must be manually entered. |
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GL | Automatically generate Transaction Number |
Reference numbers for Transaction Number are automatically generated. |
Reference numbers for Transaction Numbers must be manually entered. |
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GL | Automatically generate Dividend Number |
Reference numbers for Dividend Number are automatically generated. |
Reference numbers for Dividend Numbers must be manually entered. |
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GL | Automatically generate Dividend Payment Number |
Reference numbers for Dividend Payment Number are automatically generated. |
Reference numbers for Dividend Payment Numbers must be manually entered. |
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GL |
Allow decimals for # of Shares |
# of Shares can contain decimals. |
# of Shares must be whole number. |
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GL |
Use EFT Approval Process |
EFT Payment Batches must be approved before the EFT submission file is generated. | EFT Payment Batches do not need to be approved to generate the EFT submission file. | ||||||||||
GL |
Dividend GL Account |
When paying dividends, this GL account is used for postings. |
Dividends cannot be paid with EFT. |
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GL | [Dividend] EFT Payments | ||||||||||||
GL |
BCC Email Notifications |
Blind copy the supplier email notifications to this address. |
No BCC emails will be sent. |
||||||||||
GL |
Email Notification Note |
Include this text blurb in the email notification in addition to the payment details. e.g. "An EFT Transfer has been made to your account in payment for the shares listed below. Please reply to this email with any questions, or contact Pat Thachuk at 1-800-123-4567." |
Notification will contain no text blurb, just payment details. |
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Inventory |
General |
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Inventory |
Product Search Field |
Product Code |
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Inventory |
Product Search: Show Quantity on Hand |
Find Product will display Unit Price, On Hand, Ordered, and Committed amounts by default. |
Unit Price, On Hand, Ordered, and Committed amounts are manually displayed on the Find Product window by selecting Price & QoH (or pressing F7) |
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Inventory | Product Search: Include Manufactured | When finding products, also search the Raw Ingredients on the Manufacturing tab. | Raw Ingredients on the Manufacturing tab are not considered. | ||||||||||
Inventory |
Multiple Unit Types: Default to Main Unit Type Applies to: AR Invoices, Loadout Tickets, Work Orders, Inventory Receipts, Purchase Orders |
When adding products with multiple unit types, the main unit type will be selected by default (unless overridden at the product-level). |
When adding products with multiple unit types, a unit type must be selected manually (unless overridden at the product-level). |
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Inventory |
Use Next PO cost (if available) for Estimated Cost |
Use the cost on the oldest, active, ordered PO for the same product in the same location where quantity remaining is greater than 0 (if there is one - if there isn't, use Estimated Cost as usual). |
Use Estimated Cost for inventory postings. |
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Inventory / LocTran |
Location Transfer |
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Inventory / LocTran |
Automatically generate Reference Number |
Reference numbers for location transfers are automatically generated. |
Reference numbers for location transfers must be manually entered. |
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Inventory / LocTran |
Default Status Pending (visible only if Use Location Transfer Status has been turned on by Tronia) |
Location Transfer product row status will default to Pending. |
Location Transfer product row status will default to Complete. |
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Inventory |
Inventory Receipt |
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Inventory / Receipt |
Force Purchase Order |
Products must be added to Inventory Receipts by importing from a Purchase Order. |
The Add Product button will be active on Inventory Receipts. |
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Inventory / Receipt |
Trucker is mandatory |
A trucker must be selected on an inventory receipt before it can be saved. |
Inventory receipts can be saved without a Trucker selected. |
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Inventory / Receipt |
Trucker is not mandatory when BOL is entered |
If a bill of lading (BOL) reference is entered, trucker is mandatory. |
A bill of lading reference can be entered with no trucker required. |
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Inventory / Receipt | Automatically generate Reference Number | Reference numbers for inventory receipts are automatically generated. |
Reference numbers for inventory receipts must be manually entered |
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Inventory |
Manufacturing |
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Inventory / Manu |
Automatically generate Reference Number |
Reference numbers for manufacturing are automatically generated. |
Reference numbers for manufacturing must be manually entered. |
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Inventory / Manu |
Automatically generate Lot Number |
New Lot numbers are automatically generated and assigned to manufactured products. |
Manufactured products are created without a Lot number (but one can be created/selected manually). |
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Inventory |
Manual Counts |
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Inventory / Counts |
Comment is mandatory |
Manual Counts can be saved without a comment. |
Manual Counts require a comment before they can be saved. |
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Inventory / Counts |
Show Pending Status |
The status of Manual Counts can be changed to Pending. Pending counts can be edited and do not generate postings until they are Complete. |
All Manual Counts are flagged as Complete when saved, postings are made, and the Count cannot be edited. |
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Inventory |
Pricing |
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Inventory / Pricing |
Default Price (if none specified) |
For all products with no set price, the current price defaults to this one (instead of $0). |
If no set price, current price defaults to $0.00. |
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Inventory / Pricing |
If no price is set leave price blank |
When adding products without a set price to work orders and invoices the current price defaults to NULL (the user will have to type a unit price). |
When adding products without a set price to work orders and invoices the current price defaults to the Default Price. |
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Inventory / Pricing |
Product Sale Prices: Use Loadout Ticket Date |
Use the product sale price that is in effect when the product is picked up. |
Use the product sale price that is in effect when the product is invoiced. |
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Inventory / Pricing |
Enable Minimum Pricing |
Any manually set minimum prices are enforced. |
No minimum price enforcement. |
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Inventory / Pricing |
When minimum is blank, use current price as minimum |
If no minimum price is set manually, use the standard retail price as the minimum price. |
No minimum price enforcement. |
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Inventory |
Lot Number |
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Inventory / Lot# |
Show Lot# warning indicator when adding products to invoices or loadout tickets |
If a product with a Lot# is added, and no Lot# is selected, a warning indicator will flash. |
If a product with a Lot# is added, and no Lot# is selected, no warning indicator will display. |
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Inventory / Lot# |
Show Lot# for Manual Counts |
Total quantity only can be adjusted. |
Total quantity and quantity per Lot# can be adjusted. |
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Inventory / Lot# |
Lot# Popup: Default to show Lot#s with OnHand only (at Location) |
Display Lot#s for the selected location where quantity does not = 0. |
Display all Lot#s for the selected location regardless of quantity remaining. |
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Inventory |
CRS Transfer |
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Inventory / CRS Trans |
Customer |
Choose your own Association | |||||||||||
Inventory / CRS Trans | Automatically generate Reference Number | Reference numbers for CRS Transfers are automatically generated. | Reference numbers for CRS Transfers must be manually entered. | ||||||||||
Inventory |
Manage Product |
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Inventory / Prods |
Supplier Product Code is mandatory |
Supplier Product Code Mapping is required. |
Supplier Product Code Mapping is optional. |
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Agronomy tab | |||||||||||||
Agronomy | Mapping | ||||||||||||
Agronomy / Map |
Default Map Type |
Regular map |
Satellite map |
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Agronomy / Map |
Default Search Type |
by Legal Land Description |
by Address |
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Agronomy / Map |
Default Outline |
User defined colour |
Blue |
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Agronomy / Map |
Default Fill |
User defined colour |
Red |
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Agronomy / Map |
Default Search Zoom Level |
Default zoom level |
40% |
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Agronomy / Map |
Map Markers - Show Labels |
Marker Labels will be displayed by default when adding/editing maps. |
Marker Labels will be hidden by default when addding/editing maps. |
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Agronomy | Crop Planning | ||||||||||||
Agronomy / Crop Plan |
Unit Type |
Unit type used to calculate straight product NPKS on the crop plan |
<blank> |
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Agronomy / Crop Plan |
lbs in unit type |
Conversion factor used to calculate straight product NPKS on the crop plan |
<blank> |
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Agronomy / Crop Plan |
Crop Phase Mandatory |
Crop Plan products must have a Crop Phase selected before they can be saved |
Crop Plan Products can be saved without selecting a Crop Phase |
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Agronomy | Crop Year Default | ||||||||||||
Agronomy |
Crop Year Start Date - Month & Day |
Can be specified as the default start date for reports on the Reports > Default Criteria tab Note: if no date is selected, default crop year start date is Aug 1.
|
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Agronomy | agrēMobile | ||||||||||||
Agronomy |
Filter Mobile Retrieve Products by Type Keep in mind the more products agrēMobile must retrieve, the longer it will take. |
When searching for products in agrēMobile the list will be filtered by these selections. To select multiple product types, hold down the CTRL key and click. |
When searching for products in agrēMobile ALL products will be available.
|
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Agronomy | Field Scout | ||||||||||||
Agronomy / Scout |
Automatically Generate Reference Number |
Reference numbers for field scouts are automatically generated. |
Reference numbers for field scouts must be manually entered. |
||||||||||
Agronomy / Scout | Offer to create Work Order on Save | When saving a field scout, a prompt appears to create a work order (with the same products). | Products from field scouts must be imported to work orders or added manually. | ||||||||||
Agronomy / Scout |
Mandatory H2O Volume for Product Type: [product type] |
H2O Volume is optional no matter what type of products have been recommended. |
H2O Volume is mandatory when products of the selected type are recommended. |
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Agronomy / Scout |
H2O Unit Type |
default H2O units on Field Scout report (e.g. USGAL, IMPGAL, GAL, L) |
<blank> |
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Agronomy / Scout |
Image Size |
Small |
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Reports tab | |||||||||||||
Report Options sub tab | |||||||||||||
Reports / Options |
Offer to Print on Save |
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Work Order |
When saving a transaction for the first time, a message appears asking if you want to preview/print the report. * when saving a loadout ticket or invoice with a blend and/or dangerous good, agrē will also offer to preview the blend batch sheet and/or TDG. ** prompt appears after every save † also controls prompt for Farm Field Report |
A message does not appear. |
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Show Criteria Window |
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Reports / Options |
AR Invoice |
When previewing these reports, the criteria window will display allowing you to change default options before the report is generated. |
When previewing these reports the criteria window is skipped. If you need to change the default settings for this one instance, click Start Over. |
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Default Print Copies |
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Reports / Options |
AR Invoice |
When printing these reports, agrē will print the number of copies specified. Default number of copies = 1 Maximum number of copies = 5 Note: Not applicable to digital print formats (eg PDF, XPS).
|
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** some settings may be restricted by your company ** | |||||||||||||
Reports / Email |
Emailed reports are sent from |
On the Send Email window, the specified email address is automatically entered in the From box. This is also the "return address" for supplier EFT notifications. |
On the Send Email window, you must manually enter an email address in the From box. |
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Reports / Email |
Email Body Default for Attachments |
On the Send Email window, the email body will contain this text. Note: you can use the variable [REPORTNAME] which will be replaced with the actual report name when emailing (the [] are required).
|
On the Send Email window, the email body will contain the system default text. |
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Reports / Email |
Attached Filename Default Used when emailing individual reports. Filename can be customised on the fly when sending. ReportName_UserName_Date.PDF or |
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Reports / Email | Email Server Settings
I want to read the white paper on agrē email Defaults to get instructions (with lots of screenshots) for setting up a Custom Email Server.
|
agrē Emailer Custom Emailer Note: Contact your email provider for SMTP settings.
Emailed Reports are Sent From may be ignored by your custom mail server in which case the SMTP Username will be used as the From address. Microsoft 365 (oAuth2) |
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Reports / Email |
Address Book Manage Groups |
Use of the Company Address Book is optional. Address Name is designed for a "user-friendly" description of the Email Address. Email Address is limited to 300 characters. Company address book contacts and Groups are available to all users. |
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Default Criteria subtab | |||||||||||||
Reports / Defaults |
Report Criteria Defaults These are report criteria defaults; you can change the settings when printing an individual report if you need to print that one particular report differently*. * Show Returns First is the only setting that cannot be changed on the fly |
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C51 C52 C53 |
AR Invoice
|
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C56 C57 |
Work Orders
|
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C54 C55 |
Loadout Ticket
|
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C54 C55 |
Statement
|
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C54 C55 |
Payment Receipt
|
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Reports / Defaults |
Work Order Activity |
Line Status <Any Status> |
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Show details on Region/Division/Group reports regardless of location security permissions? |
If you have segregated your locations into regions, divisions, and /or groups, should the totals for the groupings include values for locations that the user would not be allowed normally to see individually because of their location-based security, or not? |
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Exclude Inactive Locations from location criteria |
Inactive locations are excluded from dropdowns and listboxes. |
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Exclude Inactive Products from product criteria |
Inactive products are excluded from product dropdowns. |
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Default Start Dates |
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Reports / Defaults |
Customer Account Activity Customer Summary Statement Customer Prepayment |
When running these reports, the Start Date will default to the selected setting: Last Year |
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Default Report Printer |
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Reports / Defaults |
Standard Reports |
When agrē prints reports, the selected printer will be the default. |
agrē will use the default Operating System printer. |
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Reports / Defaults |
Omit Cash Drawer Please refer to the POS white paper for a list of compatible printers. |
No instructions to open the cash drawer will be sent to the POS receipt printer |
Instructions to open the cash drawer, when applicable, will be sent to the POS receipt printer |
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Quick Print POS |
The POS Invoice will print without being previewed. |
The POS Invoice must be previewed before it can be printed. |
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Reports / Defaults |
Print Full Invoice |
POS Invoice/Receipt formatted for letter-sized paper by default. When printing a Full Invoice you will not get a merchant copy. |
POS Invoice/Receipt formatted for till-tape by default. |
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Reports / Defaults |
Cash Drawer Code (the POS Invoices white paper contains a list of cash drawer codes for common models of receipt printers) |
enter the code as supplied by the manufacturer |
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Customer Name Formatting subtab | |||||||||||||
Reports / Cust Name Format |
|
If a Customer Alias Exists |
If a Customer Alias Does Not Exist |
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Reports / Cust Name Format |
Default (how customer names display on all reports not specifically listed below; e.g. Customer Sales Report, Aged Receivables Report) |
No Alias Customer aliases do not appear on all reports that do not have other report configurations specified. |
John Doe Customer first names then last names appear on all reports that do not have other report configurations specified. |
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Reports / Cust Name Format |
C37b / C39b |
Alias Customer aliases appear on all reports that do not have other report configurations specified. |
Doe, John Customer last names then first names appear on all reports that do not have other report configurations specified. |
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Reports / Cust Name Format |
C37c / C39c |
Alias (Customer Code) Customer aliases and customer codes appear on all reports that do not have other report configurations specified. |
Doe, John (Customer Code) Customer last names then first names and customer codes appear on all reports that do not have other report configurations specified. |
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Reports / Cust Name Format |
AR Invoice, Loadout Ticket, Work Order, AR Adjustment, AR Payment, Statement (C38) |
If a Customer Alias Exists |
If a Customer Alias Does Not Exist |
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Reports / Cust Name Format |
C38a / C40a |
No Alias Customer aliases do not appear. |
John Doe Customer first names then last names appear. |
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Reports / Cust Name Format |
C38b / C40b |
Alias Customer aliases appear. |
Doe, John Customer last names then first names appear. |
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Reports / Cust Name Format |
C38c / C40c |
Alias (Customer Code) Customer aliases and customer codes appear. |
Doe, John (Customer Code) Customer first names then last names and customer codes appear. |
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Blends on Reports subtab |
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Reports / Blends |
Blend Description |
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Reports / Blends |
AR Invoice |
Do not show description or |
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Reports / Blends |
When Blend Products, Show If there are blends on the following documents, indicate how much information you want to display by default. |
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Reports / Blends |
AR Invoice |
Show quantities and/or prices Will display products in the blend and the quantities used to make the blend, and (if you chose to show them on your invoices) the product prices. |
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Reports / Blends |
Loadout Ticket |
Show quantities Will display products in the blend and quantity of each |
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Reports / Blends |
Work Order |
Show quantities and/or prices Will display products in the blend and quantity and/or price of each blend product. Show Reference Number When linking the products in a BOAWO to another work order, the reference number of the linked work order will display. |
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Reports / Blends |
Blend Name: Applies to: |
Show only N-P-K values in the blend name - other nutrients are not included. Normally when this option is checked, the above options (When Blend Products, Show ...) are also checked so all products in the blend are listed. |
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Reports / Blends |
Extended Blend Information: Include Cost/Acre |
If choosing to display the Extended Blend Information, also display the cost/acre. |
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Reports / Blends |
Invoice Notes Looking for Product Type Notes to display on invoices? |
Displayed on invoices with blends. |
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Reports / eSig |
Enable eSignatures |
eSignature functionality is enabled. |
eSignature functionality is disabled. |
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Reports / eSig |
Default Device |
no default signing device- must be selected each time a document is signed |
default signing device for all users |
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Reports / eSig |
eSignature Enabled Documents |
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Reports / eSig |
Invoice |
The eSignature button on these reports is active. |
The eSignature button on these reports is disabled. |
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Reports / eSig |
After Signature |
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Reports / eSig |
Invoice |
After the document has been signed: Close Window |
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Messages |
Notify all users in specified role when: |
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Messages |
New GL Period created (C60) |
All users within the user role selected from the list receive messages regarding the creation of new GL periods in the Message Centre. |
Messages do not appear. |
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Messages |
Posting made to closed GL Period (C61) |
All users within the user role selected from the list receive messages regarding postings made to closed GL periods in the Message Centre. |
Messages do not appear.
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Recurring Journal Entry is due (C62) |
All users within the user role selected from the list receive messages regarding recurring journal entries in the Message Centre. If Automate Posting is checked, a message is sent saying a posting HAS been made; if not checked, a message is sent saying a posting is DUE to be made |
Messages do not appear.
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Messages |
Future AP payments are made (C63) |
All users within the user role selected from the list receive messages regarding AP payments made in the future in the Message Centre. |
Messages do not appear. |
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Messages |
Inventory is below Min On Hand (for active locations and active products only - maximum of 100 messages, use Inventory Balances report and check Only Show Products Below Minimum to see all) (C64) |
All users within the user role selected from the list receive messages regarding inventory that is below the minimum on hand value in the Message Centre. |
Messages do not appear. |
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Messages |
New Requested PO is created |
All users within the user role selected will receive messages when new POs with a status of 'Requested' are created. |
Messages do not appear. |
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Messages |
POs have expired |
All users within the user role selected will receive messages when a PO has expired. Note: Automatically close expired POs must be turned ON for this item to take effect.
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Messages do not appear. |
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Messages |
Cheques have been approved Note: The label says "cheques" to keep it short. If selected, a message will be sent when any payment batch - including those with EFT payments - has been approved.
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All users within the user role selected will receive messages when a cheque or cheque/EFT batch has been approved (so the user know the cheques are ready for printing or EFT payment batch is ready for submission). |
Messages do not appear. |
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Messages |
New Supplier is created |
All users within the user role selected will receive messages when a new Supplier is added or imported. |
Messages do not appear. |
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Messages |
New Customer is created | All users within the user role selected will receive messages when a new Customer is added. |
Messages do not appear. |
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Work Orders are overdue |
All users within the user role selected will receive messages when a work order has not been Paid in Full by its Payment Due Date. |
Messages do not appear. |
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Messages |
Work Orders have expired |
All users within the user role selected will receive messages when an order or quote has been closed automatically by the sweeper. Note: At least one of the config options to Automatically close expired Orders or Automatically close expired Quotes must be turned ON for this item to take effect.
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Messages do not appear. |
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Messages |
Work Orders created/edited |
All users within the user role selected will receive messages when an order or quote has been created or edited. |
Messages do not appear. |
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Messages |
Pending Location Transfer created |
All users within the user role selected will receive messages when a location transfer with one or more pending products is created. |
Messages do not appear. |
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Messages |
CRS Hub Notifications e.g. eOrder Confirmations |
All users within the user role selected will receive Hub notifications. |
Hub Notifications do not appear as agrē Messages |
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Messages |
Grower Central Order Created |
All users within the user role selected will receive messages when an order or quote has been created online by a customer. |
Messages do not appear. |