Last updated: June 26 , 2024

What's New & Improved in agrē 2.24.02:

Top 5 Highlights from this Release

1. Company Config: Password Complexity  

2. Customize Report Defaults  

3. CRM Continuous Detail Thread  

4. Grower Central Order History  

5. Loadout Tickets - updated CFIA Layout 

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

Setup

Privacy Policy  

Add a link to your company's privacy policy to the Login page.

File > Config Options > Grower Central > General tab

Products Only    

Show off your Products without enabling online orders.
(pricing is always optional)

File > Config Options > Grower Central > Products tab

Web

Order History  

Growers can view, export, and download Order History from the Order page.

Grower Central

Tronia's My Account

My Account has a snappy new look!

https://www.tronia.com/myaccount/Login

Global

agrē User Password Requirements  

agrē password requirements are configured at the company level.
Require harder to guess passwords by increasing the Password Complexity (we recommend High).
Require more frequent password changes by shortening the Password Reset interval (we recommend 1 year).
(you must be a local security Administrator to change these config options)

File > Config Options > Company > General tab

If you'd like users to change their passwords to meet the new complexity requirements right away (instead of waiting for the reset interval): manage users and check Require Password Change.
(** If you would like all your agrē users to update their passwords on next login, please contact your CSC for assistance - we've got a script for that **)

File > Security > Manage Users

Citrix User Password Requirements (on going) 

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

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

must be min 14 characters (case sensitive)

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

must contain 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 Defaults   

Use Report Favourites to make your criteria the default criteria.

Click Start Over to load agrē defaults. 

Reports

Accounts Receivable

Customers

Term Groups 

Set a different interest rate for members of a term group.

The new rate hierarchy used in AR interest charge calculations is:
    1. Customer
    2. Term Group
    3. Location
    4. Company

Accounts Receivable > Manage > Term Groups

Invoices

Order Number Mandatory  

Requiring an Order Number on invoices can be controlled at the Customer level.

Accounts Receivable > Manage > Customers

As POS invoices don't allow for order numbers, only full invoices can be created.

Accounts Receivable > POS Invoice

Mandatory Sales Rep  

Requiring a Sales Representative on invoices can be controlled at the Location level.

File > Config Options > Location

Link to Work Order  

When linking to work orders, Expiry Date is displayed, and all columns can be sorted and filtered.

Accounts Receivable > Invoices > Link to Work Order

Work Orders

Standard Comments

Standard Comments can be added to Header Comments (max 600 char). 

Accounts Receivable > Work Orders

Each work order Standard Comment can be limited to the header level or the line level, or available to both.
(all existing comments will be deployed with both header and line comment boxes checked)

Accounts Receivable > Manage > Work Order Standard Comments

Internal Tab 

Use the Internal tab to store Internal Notes.

Accounts Receivable > Work Orders

CRM

Activity Details

Turn any Activity into a "continuous conversation" with Activity Details.

I want to read the white paper (with lots of screen shots) on CRM Customer Relationship Management.

Accounts > CRM > CRM Activities

Blending

Blend Nutrients

Have more control over what is displayed in the Guaranteed Analysis.

Blending > Manage > Blend Nutrients

Loadout Ticket - CFIA Layout

Analyse Minimale Garantie and Avertissement added.

CFIA Loadout Ticket

Link to Work Order  

When linking to work orders, Expiry Date is displayed, and all columns can be sorted and filtered.

Blending > Make a Blend > Pricing > Link to Work Order

Inventory

Products

Printed Notes  

Maximum character length for all product Printed Notes increased to 600 characters.

Printing additional characters may require layout changes to your custom reports. Contact your CSC if you see issues.

Inventory > Manage > Products

Lot Numbers 

Activate Multi / Deactivate Multi 

Activate or deactivate multiple Lot#s at the same time.

Inventory > Lot Numbers

Inventory Receipts

Return to Supplier 

When receipt quantity is negative, FIFO Cost is displayed. An alternate Target Cost can be selected.

Inventory > Inventory Receipts

Accounts Payable

Purchase Orders

General Comments   

Maximum Comments characters increased to 600.

Accounts Payable > Purchase Orders

Find Release #   

Click Release # to Identify which product row contains a specific release number when Adding or Editing purchase orders.
(must be an exact match, no partial matches or wild cards)

Accounts Payable > Purchase Orders

Agronomy

Custom Application

Search 

Create Date Range expanded to include custom apps added the week before by default.

Agronomy > Custom Application

Grain

Top 4 Highlights from this Release

1. Storage Fees  

2. Grain Report Emailer   

3. Auto-Calculate Shrink % based on Moisture   

4. Grain Batch Reports   

Purchases

Email Reports 

Batch email the Producer Summary Reports, and Grain Receipts (choose a separate email/PDF for each receipt, or combine receipts all into one).

Grain > Email Reports

Default Subject and Body text are setup in company config options.

File > Config Options > Company

Producers to email, and their addresses, are retrieved from Customer Account.

Accounts Receivable > Manage > Customers

Grading Factors - Calculate Shrinkage %

Auto-calculate Shrink % on receipts based on moisture value. You can set up a rate table for each commodity.

Grain > Manage > Grading Factors > Moisture   - and -    Grain > Receipts

Adjustments 

Grading Factor adjustments can have different Rates based on commodity.  

Grain > Manage > Adjustments

New Adjustment Type: Storage.
Storage Fees can be calculated as needed.   

Grain > Manage > Adjustments

Receipts 

Receipts can be put in Producer Storage.
Storage End Date and Storage Days will be calculated when the receipt is transfered to Open Storage or Linked to Contract.

Grain > Grain Receipts

Storage Fees

Storage Fees can be calculated monthly (or as needed).

Grain > Monthly Storage Fees

The storage Rate can be edited on individual receipts before the fees are calculated, or you may decide not to charge a storage fee on a receipt at all.

Grain > Monthly Storage Fees

Sales

Sales Contract Shipping Summary 

The Shipment Summary tab displays linked shipments, total quantity shipped, and total quantity remaining.

Grain > Sales Contracts

Reports & Exports

Updates to Current Reports

Report Name	What's New?
AP Supplier List	data: Direct Order? (displayed only if WO->PO Process is active)
AR Comparative Customer Sales	raw data: Due Date, Manufacturer, Sales Rep, UofM
AR Loadout Ticket - CFIA layout	data: Anayse Minimale Garantie, Avertissement
AR Work Order Activity	raw data: Internal Notes,
AR Work Order and Release Combined	raw data: Internal Notes
INV Inventory Activity Summary (non-menu)	criteria: Start Date, End Date, Location, Show Only Active?
INV Inventory Forecast Position	criteria: Allow Negative Forecast Remaining
GR Contract Averages (Purchases)	criteria: Location
GR Contract Averages (Sales)	criteria: Location
GR Gain/Loss on Open Contracts	criteria: Location
GR Payment Activity	criteria: Location
GR Grain Receipt Activity	criteria: Storage Type [Producer Storage]
GR Grain Shipment Activity	raw data: Trucker
GR Grain Storage Receipt	criteria: Location (producer storage locations only)
GR Purchase Contract Activity	criteria: Destination [delivery points] data: Destination, City (producer address city)
GR Sales Contract Activity	criteria: Show Grain Shipments? (defaults to checked to match Purchase Contract Activity)
GR Unsettled Grain Receipts	criteria: Storage Type [Producer Storage], Location (non-menu)

Inventory Activity Summary (non-menu)  

Product Price Check > Product Summary Report > Inventory Activity Summary

New Exports  

Export Name	Description
General Ledger	Income Statement  (Amount is total for account, period, location, and project; includes all accounts w/activity, incl net $0)
GR Grain Receipt Summary	summary of grain receipts
GR Grain Shipment Summary	summary of grain shipments
GR Scale Tickets	scale ticket details
GR Settlement Summary	summary of grain settlements

Updates to Current Exports

Export Name	What's New?
AR Customer Sales	criteria: Show Margin (secured); [Line] Location   data: Shelf, more Blend details
AR Customer Sales  Summary	criteria: Show Margin (secured)
AR Work Order Detail	data: Product Group, Supplier, Grower Central Order,
AR Work Order Summary	data: Supplier Name, PO ref #, Grower Central
INV Product Prices	data: ProdUnitID (deployed Apr 15, changed column order)
A/A Notes (Loc, Cust, Prod)	data: grain Buyer Notes, grain Producer Notes

Configuration Options

Company Config Options

Tab / Subtab	Config Item	Description
General	Password Complexity	[Low, Medium, High] [deployed Low to match existing functionality but we recommend High]
General	Password Reset	[Never, 60 Days, 90 Days, 1 Year] (deployed Never to match existing functionality but we recommend 1 yr)
Inventory	Costing	Average Cost is calculated Company wide (from all locations)
Inventory	Manage Product -  Supplier Product Code is mandatory	if a supplier is mapped, a code must be entered (deployed checked to match existing functionality)
Grain / Purchases	Receipts - Link to Contract Price Sort	Use Earliest Delivery Start Date
Grain / Reports	Producer Emailer (multiple) Grain Receipt Emailer (multiple)	Grain Emailer defaults (subject, body)

Location Config Options

Tab	Config Item	Description
Accounts Receivable	Invoice	Sales Rep Mandatory

Grower Central Config Options

Tab	Config Item	Description
General	Work Orders - Show Price?	applies to base work orders viewed in GC
General	Privacy Policy URL	add link to your company's privacy policy

Security

Role Permissions

Tab	Item	Action(s)
Grain	Grain Email Reports Monthly Storage Fees Report - Producer Balances Report - Producer Storage Report - Producer Summary	Enable on Menu View
Administration	Export Data	Grain Receipt Summary Grain Shipment Summary Income Statement  Scale Tickets Settlement Summary
Administration	Grower Central Products	Edit (deployed to match permission of Grower Central Online Orders)