Last updated: October 25, 2023
What's New & Improved in agrē 2.23.03:
1. Limited Time Sales for Specific Customers
2. Work Order - display Last Sold
3. Retail Prices Import/Export enhancements
4. User Config Option: Product Search Default (by code or by description)
5. Grain Buyer Centre
This symbol indicates that your Local Company Security Administrator needs to make a security permission change to allow user access to the new feature.
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.
You can choose to search for items by Product Code or Product Name (overrides company and location configs).
When searching by Code, start typing an item code in the Product field.
When searching by Name, start typing an item description in the Product field.
File > Config Options > User / everywhere you Add Products
To improve performance for customers with lots of activity, the number of transactions displayed is limited (deployed July 11).
(the Customer Account Activity Report can retrieve all transactions, including those not displayed here)
Accounts Receivable > Customer Accounts
Phone Number searches Contact Phone and Mobile numbers too.
everywhere you Find Customers
Add an AWSA No to customer billing and shipping addresses.
Billing address AWSA No also added to data export: Customer List.
Accounts Receivable > Manage > Customers | Addresses tab
Keep track of 3rd party credit in Banking Information with a Line of Credit.
Lines of credit are not included in any balance or credit limit calculations; they are for information only.
Accounts Receivable > Manage > Customers | Credit/Finance tab
You'll see Lines of Credit when adding invoices from View Credit ...
Accounts Receivable > Invoices
... and on the Credit Info report (check Show Bank Info).
Accounts Receivable > Reports
Tag a default Project to customer account adjustments.
Accounts Receivable > Customer Accounts > Advanced > Account Adjustments
Add additional detail to credits on invoices by selecting a Credit Reason Code (POS, Grain, and Blends excluded; can be mandatory).
The credit code is included in the Customer Sales data export.
Accounts Receivable > Invoices > Add or Return Product
Manage your own Credit Codes.
There's also a reminder to turn on the company config option in order to display the Credit Reason Code drop down on the Invoice Add Product window.
Accounts Receivable > Manage > Credit Codes
Product config option Lot Number Required now applies to POS Invoices.
Inventory > Manage > Products
You'll be prompted to flip to a full invoice or return to the products grid to remove the item.
Accounts Receivable > POS Invoices
Search for work orders by Authorized [Either, Yes, No].
(you can also use the Work Order Summary data export to look for Authorized ones)
Accounts Receivable > Work Orders > New Search
When adding products, automatically increase Default Quantity Limits by a set %age above the Quantity Requested.
This feature can help prevent lines from splitting if the grower is allowed to take a smidgeon more at the work order price.
You may also want to check Automatically 'Complete' lines when Quantity Requested is filled to complete the row even if the limit has not yet been reached.
Accounts Receivable > Work Orders
Last Sold details are displayed when adding previously purchased products.
Click Pricing to view complete Sales History.
Accounts Receivable > Work Orders
Remove Multiple Rows at once.
Accounts Receivable > Work Orders > Release Numbers
Postings will include the default Project associated with the interest charges GL account.
Accounts Receivable > Interest Charges > Calculate Interest / General Ledger > Manage > Chart of Accounts
(Config C, U) Quantity on Hand is available when adding additional products to blends.
Blending > Make A Blend
Setup common work order Payment Terms.
Accounts Receivable > Manage > Work Order Payment Terms
Record the Payment Terms either by quickly selecting a common one from the drop down, or by checking Custom to type your own.
Accounts Receivable > Work Orders
Setup Standard Comments.
Accounts Receivable > Manage > Work Order Standard Comments
Add Standard Comments to product lines.
Accounts Receivable > Work Orders > Use Standard Comment
Product Type will expand up to 50 characters to display more text.
e.g. Inventory > Manage > Products
Eaches per Pallet increased to max 4 digits before the decimal, and max 4 digits after.
Inventory > Manage > Products
In Transit quantities (on pending Location Transfers) are displayed.
I want to read the white paper on using Location Transfer Status to create pending location transfers.
Inventory > Product Price Check
For sale prices that aren't for everyone, create a sale and save it, then Edit to add the customers who qualify.
Inventory > Manage > Pricing > Sale Prices
Edit the sale, navigate to the Add to Sale tab, use the filters to narrow down the list of customers, check just the ones you want, and Save.
Inventory > Manage > Pricing > Sale Prices > Add/Remove Customers
New criteria to filter exports by Product Group and/or Manufacturer.
Inventory > Manage > Pricing > Retail Prices Import
Minimum Pricing and Minimum Secondary Pricing are exported, then can be imported and/or auto-calculated (based on conversion factors for alternate units).
Inventory > Manage > Products > Taxes and Pricing
Due Date can default to the same date every next month.
(if you always want the last day of the month, use 31)
Accounts Payable > Manage > Suppliers
Select a Default Payment Type for shareholders.
General Ledger > Shares > Manage Shareholders
When making Dividend Payments, the selected Payment Type will be used only for shareholders with no default.
General Ledger > Shares > Dividend Payments
On initial save of Field Scout, offer to create a work order for the same grower with the same products.
Agronomy > Field Scouting
Display multiple field maps for multiple customers with Show Fields on Map.
Field maps are shown for all custom apps in the grid and can be filtered by Crop.
Agronomy > Custom Application Dispatch
Hedge Position is used to determine which grade to use for Open Futures on the Grain Inventory Position report.
Only 1 grade per commodity can be checked.
Grain > Manage > Grades
For taxes and levies collected outside of agrē, flag producers as exempt.
(Do Not Charge = not calculated on settlements).
Accounts Receivable > Manage > Customers
Quantity is limited to 3 decimal places to facilitate balanced rounding when split.
Grain > Purchase Contracts >
A Delivery Point Adjustment can be added to the Terms tab (affects gain/loss on open contract reports).
(enter in foreign currency if foreign currency contract)
Link to an AP Purchase Order (status must be ordered and unlinked).
Grain > Purchase Contracts
Comment defaults to: "Balance transferred from Grain Producer Account to Customer Account" but can be changed.
Grain > Grain Producer Centre > Transfer Balance
Use a Condo Storage Transfer to update multiple receipts from Condo to Open Storage.
(depending on quantity transferred, rows on receipts may be split)
Grain > Grain Receipts
Update settlement pricing for multiple open storage rows, and to rows linked to unpriced contracts, with Modify Prices (single commodity at a time).
Grain > Settlements
Ship inventory from Condo Storage back to the producer with Return Condo.
Grain > Grain Shipments
If returning less than the Receipt amount, the line will split.
Grain > Grain Receipts
The customer account has 3 Views - use the View button to toggle between them.
The views you'll see depend on where you open the customer account - from the Accounts Receivable menu, or from the Grain menu.
(updates and additions to Reports are in progress for future releases)
Grain Buyer View (open from grain menu)
AR View (open from AR menu)
Full Customer View (toggle)
Buyer's Order No on Shipments displays in the Reference column.
Grain > Grain Buyer Centre
If you'll use the Grain Buyer Centre often, consider adding the shortcut button to the toolbar.
Window > Customize Toolbar
Set the default Shipped By to rail or truck.
File > Config Options > Company
When importing shipments, the Order No is displayed.
Grain > Invoices
Closing an accounting period identifies unsettled Grain receipts and unbilled shipments.
General Ledger > Close an Accounting Period
Closing a fiscal year warns of outstanding Grain transactions too.
General Ledger > Close a Fiscal Year
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.
Report Name | What's New? |
---|---|
AP Supplier Purchases | criteria: Due Date; Only Show Outstanding data: line comments imported from Purchase Orders |
AR Customer Sales | raw data: CustPhone2, CustMobile |
AR Credit Info | data: Banking Info Lines of Credit |
AR Work Order Activity | menu criteria: Sort By [Sub Type] non-menu criteria: Group By [Sub Type] |
AR WO and PO Activity Combined | data: PO quantities converted to WO units; PO prices converted to home currency |
INV Product List | data: PCP (changes column order; PCP# also in Dangerous Goods & Permits export) |
INV PO Release Number Activity | criteria: PO Number (full or partial) |
GL Accrual Reconciliation | data: $0 unbilled shipments [deployed Sep 21] |
GR Gain/Loss on Open Contracts | includes: closed but not-fully-priced purchase contracts data: purchase contract delivery point Adjustments |
GR Grain Account Activity | data: cancelled payments |
GR Inventory Position Report (GIPR) | criteria: Commodity <All Commodities>, Itemize Grade; data: Open Futures based on grade flagged as hedge position; if itemized by grade, page break after each commodity/grade; raw data: CommodityDesc, GradeDesc, CommodityGrade |
GR Monthly Liability | data: A1 - from licensee start to previous period end; A2 - from current period start to Period Ended; |
GR Settlement Activity | raw data: Entered Date, Paid Date |
GR Settlement/Payment | footer: page numbers |
GR Shipment Activity | data: Total Tonnes (all Quantities limited to 3 decimal places) raw data: average price, Fx rate, invoice date, destination, PO reference, delivery point adjustment |
GR Unsettled Grain Receipts | data: Dockage and Shrinkage reported separately |
Export Name | Description |
---|---|
GR Settlement Details | grain settlement details dated between the given start and end dates |
Export Name | What's New? |
---|---|
AR Customer List | data: [grain] EFT , AWSA# (billing) [changes column order] |
AR Customer Sales | data: Credit Code |
AR Work Order Summary | data: Net Amount (taxes not incl), Tax Amount, Total Amount (incl taxes), Amount Due, eConfirmation [changes column order] |
GR A/A Deleted Scale Tickets | data: Shrink % [changes column order] |
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.
Tab | Subtab | Config Item | Description |
---|---|---|
GEN | AR Invoice Posting Location | header location |
AR | Invoices | Show Credit Reason Credit Reason Code is Mandatory |
display Credit Reason drop down require selection of a Credit Reason |
AR | Work Orders | General | Default Quantity Limit X% above Quantity Requested | deployed as 0% to match existing functionality |
AR | Work Orders | General | Automatically 'Complete' lines when Quantity Requested is filled | product rows will be flagged as complete if Qty Taken >= Qty Requested even if the Quantity Limit has not been reached |
INV | Inventory Receipt - Trucker is not mandatory when BOL is entered | enter bill of lading references without selecting a trucker |
AGR | Field Scout - Offer to create Work Order on Save | prompt to create work order with details copied from field scout (initial save only) |
Grain | Sales | Default Shipped By: [Rail, Truck] | default for new shipments created manually, or imported from scale when not specified |
MSG | Messages - Pending Location Transfer created | a message is sent when a location transfer with at least 1 pending product row is created |
Tab | Subtab | Config Item | Description |
---|---|---|
Miscellaneous | Product Field Search | search for items by Product Code or by Product Name |
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.
Tab | Item | Action(s) |
---|---|---|
Accounts Receivable | Credit Codes | Enable on Menu Manage |
Grain |
Grain Buyer Centre Receipt |
Enable on Menu Condo Storage Transfers |
Administration | Export Data | Settlement Details |
Report Name | What's New? |
---|---|
Sales Summary | data: Main Unit |