Last updated: April 11, 2024

What's New & Improved in agrē 2.24.01:

Top 5 Highlights from this Release

1. Grower Central - Online Ordering 

2. Loadout Tickets - Import from Customer Group

3. Manual Counts/Count Sheets – Date Criteria

4. Purchase Orders – Default Delivery Date

5. New Export: PCP Sales

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).

Grower Central   

Big Things have been Added to Grower Central!

Be sure to check out all the new config options - these are just the really big ones.

I want to read the white paper (with lots of screenshots) on Grower Central Setup.

Quotes/Orders

Growers can request online quotes or order products.

File > Config Options > Grower Central

Products    

You configure what products growers can order, and what details they can view.

File > Config Options > Grower Central

Product Overrides  

GC Configs can be overridden (and enhanced) at the product level.

Inventory > Manage > Products

Online Payments   

Tronia is introducing a new optional add-on Online Payment functionality to enable growers to make credit card payments online.
Contact your CSC to learn more about the availability of this feature.

File > Config Options > Grower Central

Global

New Citrix Password Requirements

Your Citrix ID is your TSLEdmonton1@tronia.com ID.

All current Citrix passwords are fine as they are but to increase security as of February 7, 2024 all new Citrix passwords:
(for new users, changing expiring passwords, or resetting existing passwords)

min of 14 characters (case sensitive)

min 1 non-alpha character (numeric or special character/symbol i.e. $ % & , ; - + etc.)

min 1 UPPER CASE character and 1 lower case character

cannot be one of your last 5 passwords (your 6th last one may be reused)

will expire in 365 days

Report Criteria - Select Details 

Number of records selected is displayed for customers and products.

reports with More Options / Select Details

Accounts Receivable

Invoices

Import from Customer Group 

When adding customer invoices, you can import Loadout Ticket product rows from other members of Customer Groups.

Accounts Receivable > Invoices

Quick Print 

Right-click an invoice to send directly to default printer (no need to preview first).

Accounts Receivable > Invoices

Loadout Tickets

Invoice Reference Numbers   

If a loadout ticket is billed on multiple invoices, all Reference Numbers are displayed.

Accounts Receivable > Loadout Tickets

Quantity Committed  

Quantity Committed is displayed when adding products to loadout tickets.
(not displayed if linked to a work order; click Details and agrē will do the math for you)

Accounts Receivable > Loadout Tickets > Add Product Row

Work Orders

WO Standard Comments  

Combine your own product line comments with one or more Standard ones.

Accounts Receivable > Work Orders

CRM

Activities 

Use the scroll bar to navigate long Activity Notes more quickly.

Accounts Receivable > CRM > CRM Activities

Interest Settings 

The Default Location for company interest charge postings is the Customer's Home Location, but can be changed to any location (e.g. Head Office).

Accounts Receivable > Interest Charges > Manage Interest Settings

Blending

Shift Innovations Blend System  

New integrated blender control available for Shift Innovations & Controls.

I want to read the Automated Blender Setup and Work Flow whitepaper (with lots of screen shots)

Blending > Manage > Automated Blenders

Inventory

Products

Percentage Taxes 

With 1 click of Apply Selected Setting to all Locations the status of the selected box (checked or not checked) is copied to all locations.

Inventory > Manage > Products > Prices/Taxes

Alternate Product Description  

Quick Search for items by their Alt Product Desc (added also to Product List export).

Inventory > Manage > Products

New Secondary Manufacturer Reporting Partner: TKXS (Telus Ag) 

Flag a product's Secondary Manufacturer as reporting to TKXS.

** Additional documentation regarding transition reporting of Syngenta items to TKXS (Telus AG)  is also available - inclusive of setup & submission steps.

Inventory > Manage > Products

Lot Number Management 

Lot#s can be activated and deactivated from the Lot Number window.

Inventory > Lot Numbers

Manual Counts

Date Criteria  

New criteria: Suppress Zero Balance, Not Counted Since, With Activity Since.
Overrides for GL Account and Project moved to toolbar.

The same date criteria were added to the Inventory Count Sheet.

Inventory > Manual Counts

Accounts Payable

Purchase Invoices

Sort Product Rows 

To change the order of items listed in a product grid, select the item and press Control+Up Arrow or Control+Down Arrow, or right-click and select Move Row Up or Move Row Down.

Account Payable > Purchase Invoices

Import Fixed Asset   

Fixed Assets can be imported with purchases for 4-9 accounts.

Accounts Payable > Purchase Invoices > Import

Purchase Orders

Search by Line Location 

Search for purchase orders by product Line Location.

Accounts Payable > Purchase Orders

Default Delivery Date

Set a default Expected Delivery date.

File > Config Options > Company   /   Accounts Payable > Purchase Orders

Emailing Supplier Reports  

Default To: Address 

When emailing purchase orders, inventory receipts, purchase invoices, and payments, the To address will default to the supplier Email address.

Accounts Payable > Manage > Suppliers  /  e.g. Accounts Payable > Purchase Orders

General Ledger

Bank Reconciliation  

EFT Batch Numbers 

Batch Reference Numbers are displayed in the Cheque Number column.

General Ledger > Bank Reconciliations

Grain

Manage

Grades - Min Price / Max Price

Set a Minimum and Maximum price for each grade to prevent any Open Storage receipts from being settled outside the price range.

Grain > Manage > Grades

Adjustments

Adjustments can be based on a Grading Factor and have their own rates.

Grain > Manage > Adjustments

Producers and Buyers 

Grain details have been broken down into 3 subtabs: Grain, Producer Notes, Buyer Notes.
Existing grain notes on the Notes tab can be moved here.

Accounts Receivable > Manage > Customers

Purchases

Purchase Contracts

Overfill Quantity   can be added per-contract.

Grain > Purchase Contracts

Receipts

Direct-From-Farm Shipment Shortcut

Create a Direct-From-Farm Shipment right from the Receipt home form.
Receipt cannot be linked to a contract.

Grain > Receipts

Linking to Contracts

Check Include Unpriced Contracts to link to unpriced contracts. 
Delivery Destination Point and Delivery Pricing Point are displayed on Link to Contract.

Grain > Grain Receipts

Batch Print Payment Cheques

Hold off on printing individual cheques when making payments, then print them all at once.

Grain > Print Cheques

Sales

Shipment - Link to Sales Contract of Any Grade  

Check Show All Grades to include contracts of any grade of the same commodity.

Grain > Grain Shipments

Help

Email Support  

Have a question? Need some help? agrē can create a Tronia Support ticket for you.
Fill in a few details, select Send, and it will go directly to our support team of talented CSCs.
An automated email will be sent to the From address to confirm we got it.

Help > Email Support

Reports & Exports

New Reports 

Report Name	Description
GR Commodity Position by Crop Year	displays the commodity position for a selected commodity broken out by crop year
GR Grain Position Detail by FOB	hyperlinked from: Grain Position by FOB report displays: purchase contracts hyperlinks: Reference opens: Purchase Contract report

Updates to Current Reports

Report Name	What's New?
AP Purchase Order	criteria: Created From filter for Header Location
AR Aged Receivables	criteria: Group by: [None, Location, Sales Rep]
AR Customer Statement - No Running Totals only	criteria: Credit Balances [Show if There Is Activity]
AR Email Batch Confirmation for Statements	data: sort order matches Selected for Statement Emailer window
AR Release Numbers	new criteria: Work Order Status, Sales Rep enhanced criteria: Shipped from raw data: Sales Rep
GC  Summary Statement	data: blends are not itemized
GL Account Transaction Detail	data: payment Chq# (AR refunds, AP supplier payments, Grain producer payments)
GL Accrual Reconciliation	data for Unbilled Receipts: Supplier
GL Balance Sheet (Grain layout only)	criteria: Segregate Grain Prepayments data: Grain Prepayments
GR Grain Account Activity	criteria: Customer [can be multiple based on Location, Characteristic, Sales, Rep, etc.]
GR Condo Storage	criteria: Location
GR Grain Position by FOB	hyperlinks: Quantity opens: Grain Position Detail by FOB report
GR Grain Payment Activity	criteria: Prepaid? [Any, Regular Only, Prepayment Only]
GR Grain Receipt Activity	data: Shrink %
GR Purchase Contract Activity	criteria default: Contract Dates [Start/End]
GR Settlement Activity	non-menu version (Producer Centre)   data: Shrink Qty  underlying data: Grain Receipt RefNo, Base Price , Contract Reference
INV Inventory Count Sheet	criteria: Suppress Zero Lot Number?  criteria: Not Counted Since: [date]  criteria: With Inventory Since: [date]
INV Inventory Forecast Position	data: Reference links to Inventory Forecast Position Detail

New Exports  

Export Name	Description
AR PCP Sales	sales of products with a PCP Number

PCP Sales

Export sales of products with a PCP Number.
Manitoba retails are required to submit this information to the Manitoba government for Pesticide Dealer Licenses.

File > Exports > Data

Updates to Current Exports

Export Name	What's New?
AR Customer Sales	criteria: Manufacturer
AR Customer Sales Summary	data: Billing address fields (Address Line 1, Address Line 2, Town/City, Province, Postal Code); Credit Code [changes column order]
INV Product List	data: Alternate Product Description [changes column order];  data: Omit from Sales   data: Sec TKXS Manuf  data: Show in Grower Central

 

Configuration Options

Company Config Options

Tab / Subtab	Config Item	Description
Accounts Payable / Purchase Orders	Default Delivery Date: - Default to No Delivery Date - Rolling Delivery Date - Fixed Delivery Date	if Default to No Delivery Date was checked prior to the release, the same will be selected after deployment if it was not checked, Rolling Delivery Date 30 days will be selected
Inventory	Manual Counts: Default to Pending Status	default status of new counts can be Complete or Pending
Grain	Hedge Position: Mandatory Crop Year	required for accurate hedge reporting on Commodity Position by Crop Year report
Grain / Purchases	Purchase Contracts: Allow Contract Overfill	allow for overfill quantity per individual contract
Grain / Purchases	Receipts: [link to Unpriced]: Set As Default	Include Unpriced Contracts is checked by default
	Receipts: Warning when Contract Delivery Date is in future	if Receipt Date < linked Purchase Contract Delivery Start Date, a warning is displayed
Reports / Default Criteria	Report Criteria Defaults - Work Order Activity	Line Status [Any Status, Active+Complete, Active, Complete] (default matches existing functionality)

Location Config Options

Tab	Config Item	Description
Reports	Default Print Copies	default # of copies (max 3) for WO, LOT/Batch Sheets/TDG/INV, PMT, LocTran

Grower Central Config Options

Tab	Config Item	Description
General	Display Balance  Display: Entries Per Page (for growers) Message: Heading, Body Email: Subject, Body	include or exclude Prepayments default = 10; min=0 spell-checked spell-checked
Online Payments Quotes/Orders Products	new tabs	see Grower Central white paper for setup details

Security

Role Permissions

Tab	Item	Action(s)
Grain	Report - Commodity Position by Crop Year Report - Grain Position by FOB	View View
Grain	Print Cheque	Enable on menu
Administration	Export Data	PCP Sales
Administration	Grower Central Online Orders Grower Central Online Payments	Edit Edit

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