agrē Release Notes 2.23.02 - July 6, 2023
Last updated: July 19, 2023
Top 5 Highlights from this Release
What's New & Improved in agrē 2.23.02:
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.
Accounts Receivable
Customer Account
To improve performance for customers with lots of activity, the number of transactions displayed is limited (deployed July 11).
(the Customer Account Activity Report includes all transactions, even if they are not displayed here)
Accounts Receivable > Customer Accounts
Loadout Tickets & Invoices: Import Rows Window
Column Width
You'll see more Product characters when importing from Work Orders, Loadout Tickets, and Bill and Hold invoices. If you'd like to see even more, or want to change the width of any column, position the cursor between the columns until the double arrow appears, then click and drag.
e.g. Loadout Ticket > Import from Work Order
Prepayment Deposits
Attach Documents
Customer prepayment deposits can have Documents attached.
Accounts Receivable > Prepayment Deposits
Customer Prepayment Report
Paid in Full?
Paid refers to the work order Paid In Full checkbox - is it checked? (Y/N)
Accounts Receivable > Reports / Accounts Receivable > Work Orders
Calculate Interest - Single Customer
Calculate interest for just one customer from the Customer Account.
Accounts Receivable > Customer Accounts
Inventory
Lot Number Management
Lot Numbers can be edited* on the fly when selecting on inventory receipts, loadout tickets, etc.
*Edit security permission required
e.g. Inventory > Inventory Receipts > Add Product Row
Import Pricing
Auto Calculate Secondary Unit Types
Auto calculate uses the price of the main unit and the conversion factor to calculate prices for alternate units on import.
Inventory > Manage > Pricing > Retail Prices Import
Accounts Payable
Purchase Orders
Products Tab
Columns can be sorted and filtered.
Accounts Payable > Purchase Orders
Purchase Invoices
Active Non-Inventory PO blinky
If active Purchase Order lines exist for the supplier, a blinky appears next to the Import PO button.
Accounts Payable > Purchase Invoices
Non-Inventory Purchase Line Comments
Add Line Comments for non-inventory products (line comments from imported Purchase Order rows will be carried through).
Accounts Payable > Purchase Invoices
Purchase Invoice report
EFT Payments / Batches
EFT Payments can be made from Grain to pay producers, and from Shares to pay shareholders. Functionality is very similar to AP.
I want to read the white paper (with screen shots) on how to setup and make EFT Payments to refresh my memory on how they work.
Search
Search has been added to the EFT Payments home form. The last month of payment batches is retrieved by default.
Accounts Payable > EFT Payments
Edit EFT Batches
EFT Batches can be edited and payments removed.
Deleted batches and removed payments are tracked with new data exports.
Accounts Payable > EFT Payments
General Ledger
Close Fiscal Year
Not quite sure what cost to use for those Unbilled Inventory Receipts, or how to fill up those Estimated Cost Rows?
Do those loadout tickets need to be billed or not?
There's a link to the GL Year-end Process right handy to guide you through closing a fiscal year step by step.
General Ledger > Close a Fiscal Year > Prepare Year End
Grain
Manage
Grading Factor Discounts
Setup multiple grading factordiscount schedules for a commodity, choose a default, activate and deactivate as needed.
Grain > Manage > Commodities - or - Grain > Manage > Grading Factors
Purchases
Grain Producer Centre
The home for producers has:
new name
documents column
Grain > Grain Producer Centre
Shortcut buttons to the Grain Producer Centre were added to Customer Account, Manage Customers, and Agronomy Centre.
Accounts Receivable > Customer Accounts - and -
Accounts Receivable > Manage > Customers - and -
Agronomy > Agronomy Customer Centre
Purchase Contracts
Grading Factor has a new name: Discount Schedule.
Grain > Purchase Contracts
Scale Tickets
Scale Tickets include Shrink %
Grain > Scale Ticket > View
Grain > Scale Ticket > Preview
Receipts
Grain Receipt Search
Search for grain receipts by Storage Type.
Grain > Grain Receipts
Shrink %
Shrink % can be added to manual receipts, overridden on receipts created from scale tickets, and displays on the Grain Receipt report.
Scale Tickets > Create Grain Receipt | Override
Grain > Grain Receipts > Preview
Grain Advance Process (basis contracts only)
The Grain Advance Process allows unpriced purchase contracts to be fully or partially settled.
Allow Link to Unpriced Contracts
When 
is checked, Receipts can be linked manually to unpriced Purchase Contracts.
Grain > Grain Receipts
Settle Unpriced Contracts
When 
is checked, Receipts linked to unpriced Purchase Contracts can be imported to Settlements and an advance can be paid.
The reports indicate the payment is an Advance.
(see Updates to Current Reports for a complete list)
e.g. Grain Settlement/Payment Report
Sales
Grain Invoices
When linking grain invoices, Preview Item displays the selected Purchase Contract.
Grain > Invoices > Link to Sales Contract
Buyer Payments
The payments window can be opened from the Grain menu.
Grain > AR Payments
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.
New Reports
| Report Name | Description |
|---|---|
| GR Grain Invoice Activity | list of Grain Invoices |
| GR Transfer Balance | Grain transfer details |
Updates to Current Reports
| Report Name | What's New? |
|---|---|
| AP Purchase Invoice (Base) | data: Line Comment |
| AR Customer Prepayment | data: Paid (is WO Paid in Full checked?) |
| AR Customer Sales | criteria: Project (from AR invoice product row) |
| AR Invoice Activity | data: label change: "Total GST/HST" |
| AR Work Order Activity | criteria: Sort By [Sales Rep] (sales rep on work order) |
| GL Unrealized Gain/Loss on Exchange | data: Grain |
| GR Grain Payment Activity GR Grain Shipment Activity GR Outstanding Sales Contract GR Purchase Contract Activity (menu only) GR Sales Contract Activity GR Settlement Activity |
criteria: Location |
| GR Gain and Loss on Open Contracts |
data: Crop Year (Extended layout only) raw data: Origin, Pricing Point |
| GR Grain Receipt | data: Shrink % |
| GR Grain Receipt Activity |
criteria: Location |
| GR Scale Ticket | data: Shrink % (receiving only) |
| GR Shipment | data: Grading Factors - moved under Loaded/Unloaded (deployed March 2023) |
| GR Unsettled Grain Receipts |
criteria: Location (menu only) |
Updates to Grain Reports re: settling unpriced contracts
|
Purchase Contract Activity Settlement Payment/Cash Ticket |
Grain Inventory Position / Detail Grain Gain/Loss on Open Contracts Inventory Position by FOB / Detail |
New Exports
| Export Name | Description |
|---|---|
| AR Customers Without Sales | customers with no sales in date range |
| AP Payment Summary | summary of AP Payments and to which Purchase Invoices applied |
| AP Suggested Payment Details | matches Suggested Payments report |
| INV Product Types | Product Type details |
| A/A Deleted AP EFT Batch Payments | supplier payments removed from EFT batches; and deleted EFT batches with AP payments |
| A/A Deleted Share Dividend EFT Batch Payments | dividend payments removed from EFT batches; and deleted EFT batches with dividend payments |
| GR A/A Deleted Grain EFT Batch Payments | grain payments removed from EFT batches; and deleted EFT batches with grain payments |
Updates to Current Exports
| Export Name | What's New? |
|---|---|
| AR Customer List | data: Exclude from External Reporting? (column order has changed) |
| AR Customer Sales | data: LOT Reference Number, WO Reference Number (column order has changed) |
| GR Purchase Contract Details Report | data: includes receipts linked to unpriced |
Configuration Options
Note
Company Configuration Options are managed by your local company agrē administrators. As with all new features, we don’t presume to know if your administrator would enable a new Config Item or not so we leave that up to them.
New config options are released OFF unless they are replacing/enhancing existing items, in which case we do our best to match existing functionality. Any exceptions would be noted.
Company Config Options
| Tab | Subtab | Config Item | Description |
|---|---|---|
| AR | Work Order | Service Dates | Service Start Date is mandatory (Quotes Only) Service End Date is mandatory (Quotes only) |
require services dates on quotes |
| GL | Journal Entry: Location is mandatory for Income Statement Accounts | now applies to Subledger Balancing too |
| GL | Shares EFT Payments - BCC Email Notifications - Email Notifications Note |
used when sending EFT payment notifications to shareholders |
| Grain | Purchases -> Receipts | Allow link to unpriced Contract |
| Grain | Purchases -> Receipts | Override Scale Ticket: Shrink % |
| Grain | Purchases -> Settlements | Allow unpriced Contracts to be settled |
| Grain | EFT Payments - BCC Email Notifications - Email Notifications Note |
used when sending EFT payment notifications to producers |
| Reports | Offer to Print on Save | Shares EFT Grain EFT |
User Config Options
Update: Default Export Path
Your existing default Export Path ...
File > Config Options > User
... now applies to Export as PDF too.
any report
Grower Central Config Options
| Tab | Subtab | Config Item | Description |
|---|---|---|
| Grain | Show: Payment Report | display payment receipts |
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 | Customer Accounts | Calculate Interest |
| Accounts Payable | EFT Payments | Remove from Batch |
| General Ledger | Share Dividends EFT Payments |
Add, Edit, Delete, Enable on menu, Approve, Remove from Batch |
| Grain |
Grain EFT Payments Manage Grading Factor Discounts Report - Grain Account Activity Report - Grain Invoice Activity Report - Grain Transfer Balance |
Remove from Batch Add, Edit, Delete View View View |
| Administration | Export Data |
Customers Without Sales Deleted AP EFT Batch Payments Deleted Grain EFT Batch Payments Deleted Share Dividend EFT Payment Summary Product Types Suggested Payment Details |