agrē Release Notes 2.22.02 June 22, 2022
Last updated: July 5, 2022
Top 5 Highlights from this Release
What's New & Improved in agrē 2.22.02:
Security
This symbol 
indicates that your Local Company Security Administrator needs to make a security permission change to allow user access to the new feature.
Configuration Options
This symbol 
indicates a new feature integrates with a Configuration Option (at either the Company, Location, or User level).
Note
Release Notes highlight the best new features and improvements from each release of agrē. In case you missed a prior version, Release Notes for the last two years are available from the online Help Release Note archives.
File
SendGrid Default Emailer
agrē now supports the Twilio SendGrid ESMTP emailer at the Company and User Levels.
File > Config Options > Company > Reports > Email Defaults and File > Config Options > User > Email
Accounts Receivable
eConfirmation
eConfirmation config options have been split to control separately the option to send from being prompted to send.
If you had Enable checked prior to the release, both Enable and Prompt on Save will be checked after deployment so it works the same as it did before.
File > Config Options > Company
If your AR business process involves editing transactions, being prompted to send an eConfirmation on every save might be slowing you down. If you'd rather handle when to send them, that can be done at the company or location level.
sending manually - e.g. Accounts Receivable > Work Orders
Company Config Options
In this example configuration setup, users must initiate sending eConfirmations for work orders, but will be prompted to send them for Loadout Tickets. No eConfirmations can be sent for invoices.
File > Config Options > Company
Location Config Options
Company configs can be overridden at the Location level.
File > Config Options > Location
Invoices
Inherit Taxes from Work Order
Check Use WO Taxes on Invoice if, when importing from or linking to products on work orders, the WO taxes should be used instead of the default taxes.
File > Config Options > Company
Taxes on the invoice will match taxes on the work order.
Split rows will retain the tax settings of the row they were split from.
Accounts Receivable > Work Orders
Returns with Early Payment Discounts
Please contact your CSC directly for implementation details.
Config Options
Early Payment Discount company config options were moved to Manage Early Payment Discount Types on a new tab: EPD Settings. No setting values were changed.
Accounts Receivable > Manage > Early Payment Discounts
Apply EPD Chageback for Returns / Chargeback Product
Automatically add the Chargeback Product to the returns tab of the invoice when returning product that received an early payment discount.
(the return invoice process must be used)
Inventory > Manage > Products
POS Invoices
Flip to Full Invoice
If you change your mind after starting a POS invoice, select Full Invoice and everything you've entered so far will be copied over to a full-sized invoice.
Accounts Receivable > POS Invoice
Loadout Tickets
Manually Sort Product Rows
Product rows on LOTs can be moved up and down using the Control key combined with the Up and Down arrow keys.
(work orders and invoices work the same)
Accounts Receivable > Loadout Tickets
Last Acquired
When adding a product to a Loadout Ticket, you'll be able to tell if the customer has acquired this product/unit combination before (on either another Loadout Ticket or an Invoice). This message will display whether the quantity is positive (a pick up) or negative (a return).
Accounts Receivable > Loadout Tickets
Product Type Notes
Product Type Notes can be displayed for straight products on Loadout Tickets.
Inventory > Manage > Product Types
Product Type Notes on Loadout Ticket Reports
Product Type Notes have been added to Base loadout ticket layouts. Not using Base? Contact your CSC for a quote to have them added to your custom layout.
Each note will display once even if multiple items of the same type are loaded out.
Product Type Notes are dynamic - the text that is stored at the time the report is previewed is what is displayed (this includes when reprinting past invoices/LOTs).
Work Orders
Import from Work Order - Loadout Tickets and Invoices
Committed column added to the import grid.
Like the other grid columns it can be sorted and filtered so, for example, you could display only committed work order rows.
Accounts Receivable > Invoices and Accounts Receivable > Loadout Tickets (not shown)
Manually Sort Product Rows
Product rows on WOs can be moved up and down using the Control key combined with the Up and Down arrow keys.
(loadout tickets and invoices work the same)
Accounts Receivable > Work Orders
Standard Comments
Easily add common product line comments with just a few clicks instead of typing the text manually each time.
Accounts Receivable > Manage > Work Order Standard Comments
When adding a product to a WO, select Standard and choose a comment from the dropdown list.
The comment can be left as is, or can be customized on each Work Order.
Accounts Receivable > Work Order / Add / Add Product
Customer Order Number
Maximum number of characters for Customer Order No increased to 50.
Accounts Receivable > Work Orders
AR Release Numbers
Release Numbers can be edited even if the Work Order is completed. Comments can also be edited from the AR Release Numbers window.
Summary of Allowed Edits
Pending/Assigned Rows:
- add new rows but not with the status of Filled
- edit (except Actual Quantity)/remove rows
Filled Rows:
- cannot add/edit/remove
- EXCEPT Comments - can add/edit/remove for any status
Accounts Receivable > Work Orders
AR Payments
Apply Credits on the Fly
Apply Credits while taking a payment.
Accounts Receivable > AR Payments - or - Customer Account > Accept Payment
AR Payment Types
Mandatory Tracking/Cheque #
Tracking/Cheque # can be mandatory when accepting or editing a payment, immediate payment, or prepayment.
(not applicable to POS invoices or auto-billing)
Accounts Receivable > Manage > AR Payment Types
When Tracking/Cheque # is mandatory is checked, the mandatory field indicator is displayed and the transaction cannot be saved without one.
e.g. Accounts Receivable > Invoices > Immediate Payments
Blending
Automated Blenders
Batch System and Liquid/Oil Additive support have been added to Ranco blenders.
I want to read the Automated Blend Setup white paper (with lots of screenshots) for more information.
Blending > Manage > Automated Blenders
Inventory
Products
Product Notes - Printed
For Invoice and Loadout Ticket, the maximum number of characters for Printed Notes has been increased to 600.
Inventory > Manage > Products > Notes tab
Manual Counts
Product Comments
Optionally add a Comment for each product counted.
Inventory > Manual Counts
Pricing
Manage Pricing menu
Pricing functions are grouped together under the new Manage Pricing submenu.
Inventory > Manage > Pricing
The security permissions will appear together too (no permission values were changed).
File > Security > Manage Roles
Pricing Export/Import
Prices can be set outside of agrē and imported.
First, export current product pricing to an Excel spreadsheet from the Import Product Retail Prices window.
Inventory > Manage > Pricing > Retail Prices Import
Update the prices in Excel and save.
Change only the Price (column D). Changing data in other columns may cause the import to fail.
Only rows with price updates need to be changed.
Follow the usual rules with import spreadsheets: don't add/remove rows or columns, leave empty rows/columns blank.
update the pricing spreadsheet outside of agrē
Import the updated pricing file back into agrē.
Inventory > Manage > Pricing > Retail Prices Import
Price Levels
Wherever you select a Price Level, the options in the dropdown will be listed in the same order as Manage Price Levels.
Accounts Receivable > Manage > Customers & Inventory > Manage > Pricing > Price Levels
Inventory Receipts
Purchase Order Blinky
The Import from PO blinky flashes when the Supplier has active items remaining on Purchase Orders.
Inventory > Inventory Receipts
Sort Product Rows
Sort product rows by any column - click a column header to sort ascending, click again to sort descending.
Inventory > Inventory Receipts
AgCollect
The list of participants in AgCollect has changed. EMR Manufacturers may need to be updated.
Inventory > Manage > Manufacturers
Accounts Payable
Purchase Invoice
Importing Products from Inventory Receipts
When adding a Purchase Invoice, if you Edit the Inventory Receipt on the fly and Add a Product Row (or two or three ) ...
Accounts Payable > Purchase Invoices
agrē will prompt to import the products (this means all remaining products on the inventory receipt - not just the ones you added on the fly).
Say "Yes" and all remaining products will be imported.
Immediate Payment
Make a Payment on the fly while adding a Purchase Invoice.
Accounts Payable > Purchase Invoices
Edit & ReApply Credits on Save
When a Purchase Invoice is edited and the Credits are unapplied ...
Accounts Payable > Purchase Invoices
... those credits will be selected automatically on the Taxes and Credits tab to be reapplied when the PI is saved.
Accounts Payable > Purchase Invoices
Caution
If the PI is not saved, the credits will remain unapplied.
Reports & Exports
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have access to new Exports and Reports and who should not so we leave that up to them.
Updates to Current Reports
| Report Name | What's New? |
|---|---|
| AR Customer Prepayment | raw data: WO Reference (for prepayment deposits linked to work orders) |
| INV Estimated Costs Worksheet | data: inactive Products are excluded |
| INV Inventory Forecast Position | criteria: Include Manufactured (checked by default) |
| INV Manufacturing Position |
criteria: Sort By [Product Code, Product Description] for Raw Products Note the default sort for Raw Products has been changed from Product Description to Product Code. |
| GL Account Transaction Detail | data: Bank Deposit Location |
| GL Accrual Reconciliation | data: Unloaded Bill & Hold |
New Exports
| Export Name | Description |
|---|---|
| AR Aged Receivables | amounts owed by customers grouped by aging bucket |
| AA Supplier EFT | update of Supplier EFT information (add, or edit) |
Updates to Current Exports
| Export Name | What's New? |
|---|---|
| AR CRM Custom Attributes | data: Sales Rep, Last Edit Date |
| AR Customer Sales |
criteria: Product Group data: Product Group, Project, Prepay Applied, Payment/Tender Type(s) |
| AR Work Order Details | data: Sales Rep [from WO], Committed |
| INV Inventory Adjustments | criteria: Product Group data: Product Group |
Configuration Options
Note
Company Configuration Options are managed by your local company agrē administrators. As with all new features, we don’t presume to know if your administrator would enable a new Config Item or not so we leave that up to them.
New config options are released OFF unless they are replacing/enhancing existing items, in which case we do our best to match existing functionality. Any exceptions would be noted.
Company Config Options
| Tab / Subtab | Config Item | Action |
|---|---|---|
| Multiple (AR, Inventory) | EPD config options | all EPD config options moved to AR > Manage > Early Payment Discounts > EPD Types |
| Accounts Receivable / Invoices | Use WO Taxes on Invoice | agrē will use the taxes as set on the Work Order when importing or linking instead of default taxes |
| Accounts Receivable / eConfirmation | Prompt On Save for WO, LOT, INV | ☐ if not checked eConfirmation must be sent manually ☑ if checked prompted to send eConfirmation each time transactions is saved if Enable was checked, Prompt on Save will be checked also to match current functionality |
| Reports / Email Defaults | Email Server Settings: Default Emailer | SendGrid |
| Messages | New Supplier is created New Customer is created |
agrē will send notification to the Message Centre of all users in the selected role |
Messages Tab
(optional) Receive a message when a new Customer or Supplier is added.
File > Config Options > Company
Location Config Options
| Tab / Subtab | Config Item | Action |
|---|---|---|
| Accounts Receivable / eConfirmation | Prompt On Save for WO, LOT, INV | ☐ if not checked eConfirmation must be sent manually ☑ if checked prompted to send eConfirmation each time transactions is saved if Enable was checked, Prompt on Save will be checked also to match current functionality |
User Config Options
| Tab / Subtab | Config Item | Action |
|---|---|---|
| Email Server Settings: Default Emailer | SendGrid |
Security
Note
Security settings are managed by your local company security administrators. As with all new features, we don’t presume to know who should have security permission and who should not so we leave that up to them.
New security permissions are released UNCHECKED unless they are enhancing existing permissions, in which case we do our best to match existing functionality. Any exceptions would be noted.
Role Permissions
| Tab | Item | Action(s) |
|---|---|---|
| Accounts Receivable | WO Standard Comments | Enable on Menu |
| Inventory | old name: Product Prices | new name: Product Retail Prices (no change to permission status - if you had permission before the release, you still do) |
| Inventory | Product Retail Prices Import | Enable on Menu |
| Administration | Export Data | Aged Receivables (AR)
Supplier EFT (Audit/Admin) |
Grain
Manage
Grain Adjustments
Check Freight if this adjustment is for freight.
Grain > Manage > Adjustments
Purchases
Purchase Contracts
Internal Notes
Internal Notes - like detailed shipping instructions for example - are not displayed on reports so are invisible to the producer.
Grain > Purchase Contracts
eSignature
Purchase Contracts can be signed with eSignatures.
I want to read the eSignature white paper (with lots of screenshots) for more information.
File > Config Options > Company
Sales
Grain Invoice - Immediate Payment
Accept a buyer's Payment on the fly while adding a Grain Invoice.
(no messages are given for prepayments)
Grain > Grain Invoices
Grain Buyer Credit Limits
Buyer Credit Limits can be set at the Company level ...
(Grain Shipments are equivalent to Loadout Tickets {LOTs})
File > Config Options > Company
... or the Customer level.
Accounts Receivable > Manage > Customers > Credit/Finance tab
Select Use Credit Check for each buyer with a credit limit.
I want to read the Credit Limits white paper (with lots of screenshots) for more information.
Accounts Receivable > Manage > Customers > Grain tab
Updates to Grain Reports
| Report Name | What's New? |
|---|---|
| AR Customer List |
criteria: Grain Sales Rep, Grain Producer, Grain Buyer data: Grain Producer, Grain Buyer |
| GR Grain Invoice | data: Dockage % limited to 1 decimal place |
Customer List
Reports > Accounts Receivable
New Grain Exports
| Report Name | What's New? |
|---|---|
| GR Grain Invoice Summary | summary of grain invoices dated between the given start and end dates |
Updates to Grain Exports
| Report Name | What's New? |
|---|---|
| AR Customer List |
criteria: Grain Sales Rep data: Grain Buyer, Grain Producer, Grain Sales Rep, Leases Condo Storage, Grain (GL) Account |
Updates to Grain Company Config Options
| Tab / Subtab | Config Item | Action |
|---|---|---|
| Grain / Purchases | Prevent Open Storage Receipts from being settled |
☐ if not checked Open Storage Receipts can be settled ☑ if checked Only Receipts linked to Purchase Contracts can be settled |