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.

Company Level Configuration Settings tabs:

General

Accounts Receivable

Invoices

Loadout Tickets

Work Orders

General Defaults / Linking/Importing / Expiry Date / Service Dates / Payment Due Date

AR Release Numbers

AR Payments

Customers

Statement/Invoice Emailer

eConfirmation

Blending

and related to blending:

Printing Options / Default Criteria / Customer Name Formatting / Blends on Reports

Accounts Payable

Purchase Invoices / Purchase Orders / Suppliers / Payments

General Ledger

Inventory

Agronomy

Grain

Purchases / Sales / Reports

Reports

Report Options / Email Defaults / Default Criteria / Customer Name Formatting / Blends on Reports / eSignature

Messages

 

Company Settings	Config Item	On	Off
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) Contact your CSC to change this setting. 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.	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.
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
General	Prevent Cost Cascade in closed periods Contact your CSC to change this setting.	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.	When making cost changes (e.g. cost adjustments) 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 navigate through the menu to 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 manually to update their cache with data you added after they logged in, or they can log out then log back in to refresh automatically	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)
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 agrē Hub.	[Low, Medium, High]
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
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.
AR / Invoices	Offer to import Loadout Tickets (C14)	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.
AR / Invoices	Offer to import Work Orders (excludes Returns tab) (C15)	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.
AR / Invoices	Allow Bill and Hold (invoice now, loadout later) Contact your CSC 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.
AR / Invoices	Sales Rep Mandatory	Invoice must have a Sales Rep selected before it can be saved.	Invoice can be saved with no Sales Rep selected.
AR / Invoices	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.
AR / Invoices	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.
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.
AR / Invoices	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.
AR / Invoices	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.
AR / Invoices	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.
AR / Invoices	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.
AR / Invoices	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.
AR / Invoices	Apply return credits to invoice first (C18) 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.	Unapplied credits created by the invoice must be manually applied.
AR / Invoices	Apply unapplied credits automatically (C17)	Unapplied credits are automatically applied as they are created.	Unapplied credits must be manually applied.
AR / Invoices	How to apply remaining credits: (C19) Auto apply to oldest items first Unapplied credits are automatically applied to the oldest outstanding items. Auto apply to most recent items first Unapplied credits are automatically applied to the most recent outstanding items. Manually apply credits after invoice is saved When an invoice that has generated credit is saved, the Apply Credits window automatically opens; credits can be applied manually. Leave all credits as unapplied Unappled credits must be applied manually.
AR / Invoices	POS Invoice: Large Fonts	POS entry form displays fonts at a larger size.	POS entry form displays fonts at regular size.
AR / Invoices	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.
AR / Invoices	Show Credit Reason not applicable to: POS, AutoBill, Grain Invoices, or Blends; not compatible with AR Invoice Discount Products	Show Credit Reason drop down when adding or editing products on invoices.	Credit Reason is hidden when adding or editing products on invoices.
AR / Invoices	Credit Reason Code is Mandatory  (Show Credit Reason must be checked to activate)	Credit Reason must be selected.	Credit Reason is optional.
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.
AR / LOTs	Automatically generate Reference Number	Reference numbers for invoices are automatically generated.	Reference numbers for invoices must be manually entered.
AR / LOTs	Offer to import Work Orders (C21)	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.
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.
AR / LOTs	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.
AR / LOTs	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.
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.
AR / LOTs	Automatically Bill Loadout Ticket (AutoBill) Note: This setting can be overridden at the Location Level. Users must also have security permission to AutoBill and to Add Invoices.	Upon saving a Loadout Ticket, user will be prompted to have it invoiced automatically following the rules of AutoLink.	Loadout Tickets are invoiced manually.
AR / LOTs	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.
AR / LOTs	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.
AR / LOTs	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.
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.
Work Orders sub tab
AR / WO / Gen	General Defaults sub tab
AR / WO / Gen	Automatically generate reference number	Reference numbers for work orders are automatically generated.	Reference numbers for work orders must be manually entered.
AR / WO / Gen	Default to ‘No Authorization’ (C24)	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.
AR / WO / Gen	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.
AR / WO / Gen	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.
AR / WO / Gen	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.
AR / WO / Gen	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.
AR / WO / Gen	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 / Gen	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.
AR / WO / Gen	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.	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.
AR / WO / Gen	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.
AR / WO / Gen	Itemize Blends - Prepaid Default:	- No - Yes - As set on Blend
AR / WO / Gen	Default Quantity Limit X% above Quantity Requested (positive values only)	Quantity Limit = (1+x)% * (Quantity Requested) examples: 0% -> Qty Limit = Qty Requested 5% -> Qty Limit = 1.05 x Qty Requested 10% -> Qty Limit - 1.10 x Qty Requested
AR / WO / Gen	Automatically 'Complete' lines when Quantity Requested is filled (recommended if increasing default quantity limit to prevent split rows when the customer takes a smidgeon more than requested)	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.
AR / WO / Gen	Work Order Approval
AR / WO / Gen	Enable Approve Email Note: Contact your CSC to activate the Work Order Approval process.	Work Order Approval emails can be sent.	Work Order Approval emails cannot be sent.
AR / WO / Gen	Close Work Order on Cancel	Canceled work orders (those not approved) will be closed.	Canceled work orders (those not approved) will remain acitve.
AR / WO / Gen	WO to PO Process
AR / WO / Gen	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.
AR / WO / Gen	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 / Gen	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.
AR / WO / Gen	Copy line comments to the Purchase Orders	Product row comments are copied to the created PO.	Product row comments are not copied.
AR / WO / Gen	Notify all users in specified role when: Linked WO Edited	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.
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 (C29)	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.
AR / WO / Link/Import	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.
AR / WO / Link/Import	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.	If not checked, you will be able to link to Active current work orders only.
AR / WO / Link/Import	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.
AR / WO / Link/Import	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.
AR / WO / Link/Import	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.
AR / WO / Link/Import	Auto-commit Quotes when linked (and when imported too) 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 Only Linked Products All Products on Quote Show Prompt 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
AR / WO / Link/Import	Include Work Order from Customer Group when importing from Invoice/LOT	When importing rows from a LOT or Invoice, "Include WO from Customer Group" is checked.	When importing rows from a LOT or Invoice, "Include WO from Customer Group" must be checked manually.
AR / WOs / Expiry	Expiry Date sub tab
AR / WO / Expiry	Default Expiry Date (Quotes)	Rolling expiry date Specific number of days. All quotes are required to have an expiry date.
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.	No Expiry Date Blank Expiry Date (manual selection) Rolling Expiry Date (e.g. 30 days) Fixed Expiry Date (e.g. June 30, 2030)
AR / WO / Expiry	Expiry Date is Mandatory (Orders only) Tip: Mandatory expiry dates for Orders are optional, but strongly recommended.	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).
AR / WO / Expiry	Automatically close expired Orders	Orders will be closed automatically after the expiry date.	Orders will remain Active until closed manually.
AR / WO / Expiry	Automatically close expired Quotes	Quotes will be closed automatically after the expiry date.	Quotes will remain Active until closed manually.
AR / WO / Service Dates	Service Dates sub tab
AR / WO / Service Dates	Default Service Dates	No Service Dates Rolling Service Date (e.g. 30 days - sets Start Date only) Match Order (Start Date) and Expiry (End Date) Dates
AR / WO / Service Dates	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.
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.
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.
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.
AR / WO / Due Dates	Payment Due Date sub tab
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.	No Payment Due Date Blank Payment Due Date (manual selection) Rolling Payment Due Date (e.g. 30 days) Fixed Payment Due Date (e.g. Dec 31, 2030)
AR / WO / Due Dates	Payment Due Date is mandatory (Orders only) unless Paid In Full (not applicable to quotes)	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.
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.
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.
AR / Release #	Default Status When adding new AR Release Numbers to work orders, this will be the default status.	Assigned Pending
AR Payments sub tab
AR / Payments	Default Payment Method (C26)	When accepting a customer payment, default to the payment method selected.
AR / Payments	Lump Sum	On the Accept Payments window, Lump Sum Payment is automatically selected and information is hidden and/or shown.	N/A
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
AR / Payments	Cash Rounding Behaviour Note: Applies only to AR payment types with Round to nearest 5¢ checked.	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.
AR / Payments	Reverse Payment Posting Date	Original Payment Date: when AR payments and prepayments are reversed, the reversal date is the original posting date Current Date when payments and prepayments are reversed, the reversal date is posted today User Selects when payments and prepayments are reversed, the posting date can be selected manually
AR / Payments	Prepayment Adjustment Payment Type Tip: You will likely want to add a payment type just for prepayment adjustments.	drop-down list of active AR Payment Types
Customers sub tab
AR / Customers	Default Values For New Customers
AR / Customers	Automatically generate Customer Code	Reference numbers for new customers are automatically generated.	Reference numbers for new customers must be manually entered.
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.
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.
AR / Customers	Default Credit Limit (C5)	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.
AR / Customers	Unlimited Credit (C6)	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.
AR / Customers	Default Credit Range (C7)	A warning message appears indicating that the customer is at the specified range before the specified credit limit.	A message does not appear.
AR / Customers	Customer Search Field	Search for customers by Customer Name.	Search for customers by Customer Code.
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
AR / Customers	Include the estimated value of unbilled LOTs when warning about approaching/at credit limit (note this does not affect stops, only warnings). (C11)	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.
AR / Customers	Customer is at or over limit:
AR / Customers	Prevent LOT creation (unless all purchases are linked to prepaid WO) (C8)	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.
AR / Customers	Force immediate payment on save of Invoice (C9)	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.
AR / Customers	Prevent adjustments that increase customer balance (C10)	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.
Statement/Invoice Emailer sub tab
AR / Emailer	Statement Emailer
AR / 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.
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.
AR / Emailer	Invoice Emailer
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.
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.
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.
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.
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.
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.
AR / eConf	Work Order
AR / eConf	Enable	When saving a work order or quote, eConfirmation prompt is displayed automatically.	No eConfirmation prompt on save.
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.
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.
AR / eConf	Loadout Ticket
AR / eConf	Enable	When saving a loadout ticket, eConfirmation prompt is displayed automatically.	No eConfirmation prompt on save.
AR / eConf	Include TDG (when applicable)	When sending an eConfirmation, automatically include the TDG report.	TDG is not sent.
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.
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.
AR / eConf	Invoice
AR / eConf	Enable	When saving an invoice, the eConfirmation prompt is displayed automatically.	No eConfirmation prompt on save.
AR / eConf	Include TDG (when applicable)	When sending an eConfirmation, automatically include the TDG report.	TDG is not sent.
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.
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.
Blending tab
Blending	Default Calculation Method (C27)	The calculation method selected from the list is automatically selected for blends.	You must manually select the calculation method for blends.
Blending	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
Blending	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).
Blending	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.)
Blending	Enable Link to Work Order button for Blends on Invoices and LOTs (C28)	The Link to Work Order button is available on invoices and loadout tickets for blends.	The Link to Work Order button is not available.
Blending	Default Quantity Limit 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.
Blending	Show blend description after blend name on windows in agrē (C30)	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.
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.
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.
Blending	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.
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.
Blending	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.
Blending	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.
Blending	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).
Accounts Payable tab
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.
AP / PI	Non-Inventory Items
AP / PI	Default Line Location to PI Location see also: Default Header Location to Line 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.
AP / PI	Location is mandatory	A location must be specified	The product row may be left unallocated.
AP / PI	Project is mandatory (for non-inventory products only)	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) - or - you would check PO Override (which allows unlimited deviation) but you would not check both.	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) - or - you would check PO Override (which allows unlimited deviation) but you would not check both.	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.
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.
AP / PO	Default Delivery Date	Default to No Delivery Date Rolling Delivery Date (e.g. 30 days) Fixed Delivery Date (e.g. April 5, 2030)
AP / PO	Default Expiry Date (C36)	Default to No Expiry Date Rolling Expiry Date (e.g. 30 days) Fixed Expiry Date (e.g. May 31, 2030) Note: agrē will not allow you to manually set Fixed Expiry Date to a date in the past and save the Config Options.
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.
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.
AP / PO	Unit Price is Mandatory	Unit Price is required to save a product on PO. Caution: Will override security permissions for Purchase Order: Deny View Costs	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)
AP / PO	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.
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
AP / Payments	Automatically generate Reference Number	Reference numbers for supplier payments are automatically generated.	Reference numbers for supplier payments must be manually entered.
AP / Payments	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.
AP / Payments	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.
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.
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.
AP / Payments	Printing Cheques
AP / Payments	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.
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.
AP / Payments	EFT Payments
AP / Payments	BCC Email Notifications	Blind copy the supplier email notifications to this address.	No BCC emails will be sent.
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.
General Ledger tab
GL	Journal Entry
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.
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.
GL	Chart of Accounts
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.
GL	GL Account to use when transferring Customer Balances (C3)	When transferring customer balances, this GL account is used for postings.	Balances cannot be transferred between customers.
GL	Shares
GL	Automatically generate Shareholder Number	Reference numbers for Shareholder Number are automatically generated.	Reference numbers for Shareholder Numbers must be manually entered.
GL	Automatically generate Certificate Number	Reference numbers for Certificate Number are automatically generated.	Reference numbers for Certificate Numbers must be manually entered.
GL	Automatically generate Transaction Number	Reference numbers for Transaction Number are automatically generated.	Reference numbers for Transaction Numbers must be manually entered.
GL	Automatically generate Dividend Number	Reference numbers for Dividend Number are automatically generated.	Reference numbers for Dividend Numbers must be manually entered.
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.
GL	Allow decimals for # of Shares	# of Shares can contain decimals.	# of Shares must be whole number.
GL	Use EFT Approval Process I want to read the white paper about EFT Payment Batch Approvals.	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.
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.
Inventory tab
Inventory	General
Inventory	Product Search Field search for products by:	Product Code Product Name
Inventory	Product Search: Show Price & Qty Details	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)
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).
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.
Inventory / LocTran	Location Transfer
Inventory / LocTran	Automatically generate Reference Number	Reference numbers for location transfers are automatically generated.	Reference numbers for location transfers must be manually entered.
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.
Inventory / LocTran	Restric altering product details in closed periods	Location Transfers in closed periods cannot be edited or deleted.	Location Transfers in closed periods can be edited or deleted.
Inventory	Inventory Receipt
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.
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.
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.
Inventory / Receipt	Automatically generate Reference Number	Reference numbers for inventory receipts are automatically generated.	Reference numbers for inventory receipts must be manually entered (e.g. to match supplier's ref no)
Inventory	Manufacturing
Inventory / Manu	Automatically generate Reference Number	Reference numbers for manufacturing are automatically generated.	Reference numbers for manufacturing must be manually entered.
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).
Inventory	Manual Counts
Inventory / Counts	Comment is mandatory	Manual Counts can be saved without a comment.	Manual Counts require a comment before they can be saved.
Inventory / Counts	Show Pending Status Default to 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. Status of a new count is Pending.	All Manual Counts are flagged as Complete when saved, postings are made, and the Count cannot be edited. Status of a new count is Complete.
Inventory	Pricing
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.
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.
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.
Inventory / Pricing	Enable Minimum Pricing	Any manually set minimum prices are enforced.	No minimum price enforcement.
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.
Inventory	Lot Number
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.
Inventory / Lot#	Show Lot# for Manual Counts	Total quantity only can be adjusted.	Total quantity and quantity per Lot# can be adjusted.
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.
Inventory	Costing
Inventory / Costing	Default Costing Method	FIFO	Average Cost
Inventory / Costing	Average Cost is calculated Company Wide	Costing Method of new products defaults to average cost.	Costing Method of new products defaults to FIFO.
Inventory	Manage Product
Inventory / Prods	Supplier Product Code is mandatory	Supplier Product Code Mapping is required.	Supplier Product Code Mapping is optional.
Agronomy tab
Agronomy	Mapping
Agronomy / Map	Default Map Type	Regular map	Satellite map
Agronomy / Map	Default Search Type	by Legal Land Description	by Address
Agronomy / Map	Default Outline	User defined colour	Blue
Agronomy / Map	Default Fill	User defined colour	Red
Agronomy / Map	Default Search Zoom Level	Default zoom level	40%
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.
Agronomy	Crop Planning
Agronomy / Crop Plan	Unit Type for regular products to include in NPKS (lbs/acre) calculation:	Unit type used to calculate straight product NPKS on the crop plan (e.g. MT)	<blank>
Agronomy / Crop Plan	lbs in unit type	Conversion factor used to calculate straight product NPKS on the crop plan (e.g. if MT, would be 2204.6 lbs/MT)	<blank>
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
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.
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.
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.
Agronomy / Scout	H2O Unit Type	default H2O units on Field Scout report (e.g. USGAL, IMPGAL, GAL, L)	<blank>
Agronomy / Scout	Image Size	Small Medium Large
Grain tab
Grain	License Period (Start Date) (required for Monthly Liability Report)	Month & Day (defaults to Aug 1)
Grain	License Number	displays on Grain Storage Receipt Reports (defaults to null)
Grain	Hedge Position	Mandatory Crop Year (crop year is required for accurate reporting on Commodity Position by Crop Year Report)
Grain Purchases sub tab
Grain / Purchases	Purchase Contracts
Grain / Purchases / Contracts	Automatically Generate Contract Number	Reference numbers for purchase contracts are automatically generated.	Reference numbers for purchase contracts must be manually entered.
Grain / Purchases / Contracts	Sales Rep is mandatory	A purchase contract can be saved without a Sales Rep.	A Sales Rep must be entered before a Purchase Contract can be saved.
Grain / Purchases / Contracts	Allow Company Overfill Threshold (in MT)	Receipts linked to Purchase Contracts are limited to the Total Quantity of the contract.	Receipts linked to Purchase Contracts may exceed the Total Quantity of the contract by the Threshold amount.
Grain / Purchases / Contracts	Allow Contract Overfill (same as above, but by a per-contract overfill quantity) If both company overfill and contract overfill are checked, but no contract threshold has been set, the company threshold will apply.	Receipts linked to Purchase Contracts are limited to the Total Quantity of the contract.	Receipts linked to Purchase Contracts may exceed the Total Quantity of the contract by the Threshold amount.
Grain / Purchases / Contracts	Requires Authorization: - Link to Grain Receipt - Settle Grain Receipt	Receipts and/or Settlements can be linked to Purchase Contracts that have not been Authorized.	Purchase Contracts must be Authorized before Receipts and/or Settlements can be linked.
Grain / Purchases / Contracts	Mandatory Crop Year (crop year is required for accurate reporting on Commodity Position by Crop Year Report)	Purchase Contracts require a crop year before they can be saved.	Purchase contracts do not required a Crop Year.
Grain / Purchases / Contracts	Default Crop Year [used for Crop Year on Purchase Contracts, Hedges; independent from Agronomy Crop Year]	Blank* Current Year Next Crop Year Starts After: Month & Day *defaults to null
Grain / Purchases	EFT Payments
Grain / Purchases / EFT	BCC Email Notifications	Blind copy the supplier email notifications to this address.	No BCC emails will be sent.
Grain / Purchases / EFT	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 receipts 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.
Grain / Purchases	Receipts
Grain / Purchases / Receipts	Automatically Generate Receipt Number (manual receipts)	Reference numbers for receipts are automatically generated.	Reference numbers for receipts must be manually entered.
Grain / Purchases / Receipts	Receipt Number - Copy from Scale Ticket (scale ticket receipts, overrides AutoGen)	Reference Numbers for receipts created from scale tickets are matched to the Elevator Receipt Number from the Scale Ticket.	Reference numbers for receipts created from scale tickets are automatically generated or manually entered.
Grain / Purchases / Receipts	Link to Contract Price Sort	Use Oldest Date Priced Use Lowest Price Use Earliest Delivery Start Date
Grain / Purchases / Receipts	Allow link to unpriced Contract (basis/HTA only; targets excluded) Set As Default	Grain receipts can be linked to unpriced purchase contracts. Include Unpriced Contracts is checked by default.	Grain receipts can be linked only to purchase contract prices rows. Include Unpriced Contracts is checked manually.
Grain / Purchases / Receipts	Warning when Contract Delivery Date is in future	Warning message displayed when receipt date is before linked purchase contract delivery start date.	No notice given when receipts are linked to purchase contracts with future delivery start date.
Grain / Purchases / Receipts	Override Scale Ticket Customer Commodity Grade Quantity (MT) [affects gross & tare] Dockage Grading Factors Shrinkage %	Data received from the automatic scale system can be updated on Override.	Data received from the automatic scale system cannot be overridden.
Grain / Purchases	Settlements
Grain / Purchases / Settlements	Automatically Generate Settlement Number	Reference numbers for settlements are automatically generated.	Reference numbers for settlements must be manually entered.
Grain / Purchases / Settlements	Allow unpriced Contracts to be settled (basis only)	Receipts linked to unpriced purchase contracts can be imported to a settlement.	Only grain receipts linked to price rows on purchase contracts can be imported to a settlement.
Grain / Purchases / Settlements	Prevent Open Storage Receipts from being settled	Only receipts linked to Purchase Contracts can be imported to a settlement.	Open Storage receipts can be imported to a settlement.
Grain / Purchases	Payments
Grain / Purchases / Payments	Automatically Generate Reference Number	Reference numbers for payments are automatically generated.	Reference numbers for payments must be manually entered.
Grain / Purchases / Payments	Use EFT Approval Process I want to read the white paper on AP Payment Batch Approvals.	Grain EFT Payment Batches must be approved before the EFT submission file is generated.	Grain EFT Payment Batches do not need to be approved to generate the EFT submission file.
Grain Sales sub tab
Grain / Sales	Sales Contracts
Grain / Sales / Contracts	Automatically Generate Reference Number	Reference numbers for sales contracts are automatically generated.	Reference numbers for sales contracts must be manually entered.
Grain / Sales / Contracts	Sales Rep is mandatory	A sales contract can be saved without a Sales Rep.	A Sales Rep must be entered before a Sales Contract can be saved.
Grain / Sales / Contracts	Payment Due Date
Grain / Sales / Contracts	Default Payment Due Date Note: agrē will not allow you to manually set a Fixed Payment Due Date to a date in the past and Save.	No Payment Due Date Blank Payment Due Date (manual selection) Rolling Payment Due Date (e.g. 30 days) Fixed Payment Due Date (e.g. Dec 31, 2030)
Grain / Sales / Contracts	Payment Due Date is mandatory unless Paid In Full	Sales Contracts must have a Payment Due Date selected or Paid In Full must be checked before saving.	Sales Contracts can be saved with no Payment Due Date selected and Paid in Full not checked.
Grain / Sales	Shipments
Grain / Sales / Shipments	Automatically Generate Reference Number	Reference numbers for Shipments are automatically generated.	Reference numbers for Shipments must be manually entered.
Grain / Sales / Shipments	Include Shipment Comment on Printed Invoice	New Shipments 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.
	Default Unloaded Dockage % from Loaded Dockage %	Entering unloaded acct gross qty defaults unloaded dockage percentage to same value as loaded dockage percentage (can be changed manually).	Unloaded dockage will need to be manually entered.
	Default Shipped By:	Rail is default Ship By when imported scale ticket does not specify or load created manually	Truck is default Ship By when imported scale ticket does not specify or load created manually
Grain / Sales	Invoices
Grain / Sales / Invoices	Automatically Generate Reference Number	Reference numbers for Invoices are automatically generated.	Reference numbers for Invoices must be manually entered.
Grain / Sales / Invoices	Offer to Import Grain Shipments	When adding a new invoice a message appears asking if you want to import rows from existing shipments.	A message does not appear. Shipment rows must be imported manually.
Grain / Sales / Invoices	Sales Rep is mandatory	Invoice must have a Sales Rep selected before it can be saved.	Invoice can be saved with no Sales Rep selected.
Grain / Sales / Invoices	Apply unapplied credits automatically	Unapplied credits are automatically applied as they are created.	Unapplied credits must be manually applied.
Grain / Sales / Invoices	Apply credits generated by the current invoice to itself first e.g. the same invoice has a purchase and a return - should the credits from the return be applied automatically to the purchases?	Unapplied credits created by the invoice are automatically applied to the invoice itself before other invoices or chargeable items.	Unapplied credits created by the invoice must be manually applied.
Grain / Sales / Invoices	How to apply remaining credits: (C19) Auto apply to oldest items first Unapplied credits are automatically applied to the oldest outstanding items. Auto apply to most recent items first Unapplied credits are automatically applied to the most recent outstanding items. Manually apply credits after invoice is saved When an invoice that has generated credit is saved, the Apply Credits window automatically opens; credits can be applied manually. Leave all credits as unapplied Unappled credits must be applied manually.
Grain Reports sub tab
Grain / Reports	Reports Emailer tabs - Receipts, Settlements, Producer Summary, Invoices
Grain / Reports	Message Subject	Subject entered here becomes the default subject of the email.	Subject must be manually entered.
Grain / Reports	Body Text Notes: Basic HTML tags are supported.  [REFNO] will be replaced by the actual reference number. See also: Filename Default.	Body text entered here becomes the default body of the email.	Body text must be manually entered.
Grain / Reports	Combine [report] for same Customer	Single email is sent with all combined into a single PDF.	Separate email with single PDF will be sent for each.
Grain / Reports	After reports are emailed, send message to:	After emails have been sent, a notification message will be sent to agrē users in the selected role.	No agrē message will be sent.
INSERT NEW STUFF HERE
Reports tab
Report Options sub tab
Reports / Options	Offer to Print on Save
Reports / Options C41 C42 C43 C44 C45 C46 C47 C48 C49	Work Order Loadout Ticket Batch Sheet on LOT* Transportation on LOT* AR Adjustment AR Payment Prepayment Receipt Invoice Batch Sheet on Invoice* TDG on Invoice* Payment on Invoice Location Transfer Purchase Order Purchase Invoice Manufacturing Inventory Receipt Journal Entry Custom Application Crop Plan** Field Scout**† Grain Purchase Contract** Grain Receipt** Settlement** Grain Payment** Sales Contract** Grain Shipment** Grain Invoice** Grain EFT**	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.
Reports / Options	Show Criteria Window
Reports / Options	AR Invoice Loadout Ticket Work Order AR Payment (and prepayments too)	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.
Reports / Options	Default Print Copies
Reports / Options	AR Invoice Loadout Ticket Work Order AR Payment (and prepayments too) Blend Batch Sheet Transportation (LOT) Location Transfer	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).
Reports / Options	AgCollect (there is a switch Tronia must turn on behind the scenes before these config options are available - please contact your CSC to get the process started)
Reports / Options	Run	Select how often to run the automated AgCollect export. [Daily, Weekly, Monthly]
Reports / Options	starting on	Select the date the automated AgCollect export will start.
Email Defaults subtab (C50)
	**  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.
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.
Reports / Email	Attached Filename Default Used when emailing individual reports. Filename can be customised on the fly when sending. Date is the posting date and the includes time. ReportName_UserName_Date.PDF ReportName_Date.PDF ReportName_CompanyName_Date.PDF ReportName_RefNo.PDF
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 - reports will be emailed from agrē's mail server Custom Emailer - reports will be emailed through the mail server you indicate 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) - authentication token valid for up to 60 days
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. mpany address book contacts and Groups are available to all users.
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 ** Extended Blend Information includes NPKSXX values, broadcast rate, acres, and can include cost/acre *** Blended Products are the commodities (46-0-0, 11-52-0, etc.) that make up the blend † displayed only if your report layout supports combining similar products
C51 C52 C53	AR Invoice Printed On: Plain Paper Letterhead Preprinted Form Show Extended Blend Info** (or not) Show Blended Products*** (or not) Combine Similar Products † (or not) Show Returns First* (or not)
C56 C57	Work Orders Printed On: Plain Paper Letterhead Show Extended Blend Info** (or not) Show Blended Products*** (or not) Exclude Closed Lines from Total (untaken) (or not)
C54 C55	Loadout Ticket Printed On: Plain Paper Letterhead Preprinted Form Show Extended Blend Info** (or not) Show Blended Products*** (or not)
C54 C55	Statement Printed On: Plain Paper Letterhead Preprinted Form Combine Similar Products † (or not)
C54 C55	Payment Receipt Printed On: Plain Paper Letterhead Preprinted Form
Reports / Defaults	Work Order Activity	Line Status <Any Status> Active+Complete Active Complete
Reports / Defaults	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?
Reports / Defaults	Exclude Inactive Locations from location criteria	Inactive locations are excluded from dropdowns and listboxes. This applies only to criteria, not filtering of the data. If "All Locations" is selected, activity that meets the criteria at all locations - including inactive ones - is included in the results.
Reports / Defaults	Exclude Inactive Products from product criteria	Inactive products are excluded from product dropdowns. (this does not mean the report results will exclude inactive products, only that inactive products cannot be selected via the product multi find control)
Reports / Defaults	Default Start Dates
Reports / Defaults	Customer Account Activity Customer Summary Statement Itemize Products within Blend? [Yes, No] Customer Prepayment	When running these reports, the Start Date will default to the selected setting: Last Year Last Fiscal Year Start Year Start Month Last Month Last 6 Months Start Crop Year
Reports / Defaults	Default Report Printer
Reports / Defaults	Standard Reports POS Invoice	When agrē prints reports, the selected printer will be the default.	agrē will use the default Operating System printer.
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 (select if you are not using a cash drawer, or are using a POS receipt printer that is not compatible, as it is the printer that sends the instructions to the cash drawer to open)	Instructions to open the cash drawer, when applicable, will be sent to the POS receipt printer
Reports / Defaults	Quick Print POS	The POS Invoice will print without being previewed.	The POS Invoice must be previewed before it can be printed.
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.
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
Customer Name Formatting subtab
Reports / Cust Name Format		If a Customer Alias Exists	If a Customer Alias Does Not Exist
Reports / Cust Name Format	Default (how customer names display on all reports not specifically listed below; e.g. Customer Sales Report, Aged Receivables Report) (C37 / C39)	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.
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.
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.
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
Reports / Cust Name Format	C38a / C40a	No Alias Customer aliases do not appear.	John Doe Customer first names then last names appear.
Reports / Cust Name Format	C38b / C40b	Alias Customer aliases appear.	Doe, John Customer last names then first names appear.
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.
Blends on Reports subtab
Reports / Blends	Blend Description
Reports / Blends	AR Invoice Loadout Ticket Work Order Statement	Do not show description or Show Description on same line or Show description on following line
Reports / Blends	When Blend Products, Show If there are blends on the following documents, indicate how much information you want to display by default.
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.
Reports / Blends	Loadout Ticket	Show quantities Will display products in the blend and quantity of each (loadout tickets do not display prices)
Reports / Blends	Work Order (for Blends on a 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.
Reports / Blends	Blend Name: Only show NPK Applies to: - AR invoice - loadout ticket - work order - customer statement	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.
Reports / Blends	Extended Blend Information: Include Cost/Acre [not displayed on Loadout Tickets]	If choosing to display the Extended Blend Information, also display the cost/acre.
Reports / Blends	Invoice Notes Looking for Product Type Notes to display on invoices?	Displayed on invoices with blends. [max 300 characters, plain text only - HTML tags are not recognized]
e-Signature subtab
Reports / eSig	Enable eSignatures	eSignature functionality is enabled.	eSignature functionality is disabled.
Reports / eSig	Default Device	no default signing device- must be selected each time a document is signed	default signing device for all users
Reports / eSig	eSignature Enabled Documents
Reports / eSig	Invoice Loadout Ticket Invoice Transportation Document (TDG document) Payment Receipt Grain Purchase Contract	The eSignature button on these reports is active.	The eSignature button on these reports is disabled.
Reports / eSig	After Signature
Reports / eSig	Invoice Loadout Ticket Invoice Transportation Document (TDG document) Payment Receipt	After the document has been signed: Close Window Email PDF Preview/Email Option
Messages tab
Messages	Notify all users in specified role when:
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.
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.
Messages	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.
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.
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.
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.
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.	Messages do not appear.
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.	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.
Messages	New Supplier is created	All users within the user role selected will receive messages when a new Supplier is added.	Messages do not appear.
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.
Messages	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.
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.	Messages do not appear.
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.
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.
Messages	agrēHub Notifications	All users within the user role selected will receive Hub notifications.	Hub Notifications do not appear as agrē Messages
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.