agrē Release Notes 2.19.03     October 23, 2019

Last updated: October 22, 2019

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What's New & Improved in agrē 2.19.03:

    Security

    This symbol security icon 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 config icon 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

    Require User Password Change on Next Login

    Checking Require Password Change will force a user to change their agrē password on their next login.
    (agrē must be opened - switch login will not force a password change)

    File > Security > Manage Users > Add

    Require Password Change can be enforced also when Copying a user.

    File > Security > Manage Users > Copy

    Accounts Receivable

    Loadout Tickets

    Matching Shipping & Billing Units security icon  

    If you want shipping units to always match billing units, check Keep Billing Units and Loadout Ticket Units the same.

    File > Config Options > Company

    The Billing Units will change to match the shipping units/Loadout Ticket units (and vice versa).
    Note that the Quantity will not be updated if the units change.

    Add Loadout Ticket > Add Product

    Shipping Address Mismatch  

    When linking a Loadout Ticket to a Work Order with a different shipping address, a warning message is displayed. This matches the behaviour of Import and Auto Link.

    Loadout Ticket > Link to Work Order

    Invoices

    Sales History Enhancement

    To assist with processing returns, you can quickly determine from the Sales History tab how many the customer purchased and how many they have already returned.

    Invoices > Add Product Row > Pricing > Sales History
    (applies to both purchases and returns, also displays on Work Orders)

    Associated Product - Prepay Flag

    Default behaviour in agrē is an associated product inherits the prepay status of the parent product. If the associated product should not be flagged as prepaid even if the parent product is, check Don't prepay on Invoice. For example, a drum deposit will not be prepaid even if the chemical contained within it is prepaid (unless overridden by a link to work order).

    Inventory > Manage Products > Associated Products tab

    Blending

    Copy Blend and Change Location

    When copying a blend to a Work Order and changing the Make Blend From: Location, you will be offered the option to recalculate the blend price based on the default pricing of the new location, or keep the same pricing as the blend from the original location.

    Work Order > Add Blend > Copy from Blend History

    Inventory

    Location Transfers - Target Cost

    When transferring inventory, using the FIFO costing method is still the default, but you have now the option to select a Target Cost.

    Inventory > Location Transfer > Add > Add Product Row

    FIFO still uses the cost of the oldest units first, then the next oldest, until all units have been allocated a cost.

    FIFO Costing Method

    If you don’t want to use the next cost in line according to FIFO, you can choose which cost to use. When you Select Target Cost, agrē will allocate as many units at the cost you selected as are available, starting with the oldest. Once those units are used, the units closest in cost to the target - higher or lower - are used, again starting with the oldest.

    Target Costing Method

    The selected Target Unit Cost can be displayed on the Add Location Transfer window. Please contact your CSC if you'd like this feature enabled.

    Inventory > Location Transfer > Add

    Reporting Sales to RDS security icon

    To report sales of FMC products, first you'll need to Manage Manufacturers and check the RDS box (one-time task).

    Inventory > Manage > Manufacturers

    Then you'll run Manufacturer Sales (RDS) to export their sales data to a file. Submission of the data file to FMC happens outside of agrē.

    File > Exports > Data

    Lot Number Management

    Lot Number has been increased to 30 characters.

    Inventory > Lot Numbers > Add/Edit

    Inventory Balances Report  

    Can be run just for products with a Negative Balance.

    Inventory > Reports

    Accounts Payable

    Purchase Orders

    AutoOrders - Product Popup Notes

    On a large order you wouldn't want to have dozens of popup notes actually popping up, so the Reminder column will indicate if a product has a popup note. Select the row and what would normally popup is displayed in Product Reminder.

    Accounts Payable > Purchase Order > Add > Products tab > Auto Order

    Purchase Invoices

    Import Inventory Receipts - Display Purchase Order Reference Number

    When importing inventory receipts onto Purchase Invoices, use the PO Reference to cross-check back to the purchase order.

    Accounts Payable > Purchase Invoices

    Edit Header Location

    The header Location can be changed. agrē will remind you to check the Taxes (you'd get the same message if you changed the location while adding a new purchase invoice).

    Accounts Payable > Purchase Invoices > Edit

    Agronomy

    Field Manager/Field Mapping

    One Big Map

    After selecting Show Fields on Map you can further refine the fields that will be shown by clicking No - Select Fields.

    Check Select next to the fields you want mapped, then click Show Fields on Map one more time.

    select only the fields you want to display

    Field Scouting

    New Data Export: Field Scout Summary security icon  

    Export Field Scout Summary data between a selected Scout Date Range for all growers or just one.

    File > Exports > Data

    agrēMobile - Farm Fields 

    New list of the selected grower's Farm Fields. Additional Farm Fields can be added and existing ones can be edited.

    agrēMobile > Customer Home > Fields

    Grower Central

    Customer Group Login

    Add a common login for all Grower Central accounts in the same Customer Group.

    I want to read the white paper on setting up Grower Central.

    Accounts Receivable > Manage > Customer Groups

    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 security icon

    Report Name Description
    AGR Field Information run the Farm Field Information report for multiple farm fields and/or growers; displaying Field Map is optional
    (security is inherited from Report-Field Information; if you had permission to run the single report, you have permission to run this batch version too)

    Updates to Current Reports

    Report Name What's New?
    GL - Fixed Assets Book Value data: Grand Totals
    INV - Inventory Balances criteria: Negative Balances -  Negatives Only
    Report Criteria Favourites

    Any of your Favourite Report Criteria can be flagged as Public and shared to other agrē users.

    Any Report > Manage Criteria Favourites

    Other users can select your Favourite Criteria from their dropdown list, but they will not be able to manage it.

    Any Report > Manage Criteria Favourites

    Report Favourites

    Menu column added to make finding the specific report you want to flag as a Favourite a little easier (reports are sorted in menu order).

    Reports > Favourites > Manage Favourites

    New Exports  security icon

    Export Name Description
    AR Manufacturer Sales (RDS)  generates export files for data analysis by RDS for participating manufacturers (same idea as AgCollect export files, but slightly different data)
    AGR Field Scout Summary shows field scout summary information for all growers or just one

    Updates to Current Exports

    Export Name What's New?
    AgCollect EMR criteria: Omit Work Orders
    (when checked, excludes Work Order - Early Bookings [committed but not prepaid] and Work Order - Prepay [committed and prepaid] data from the export)

    data: as FMC is no longer part of AgCollect, their sales data is no longer included in the export
    (use the AR Manufacturer Sales (RDS) data export for FMC)
    AR - Loadout Ticket Summary data: Sales Rep (changes column order)
    GL - GL Trial Balance data: Mapping Code (changes column order)
    INV - Inventory Adjustments data: Adjustment Type (which now includes Manual Counts)  

    data -  new column: Project  
    (changes column order)

    All Data Exports: performance enhancements to increase the number of data rows that can be Exported to Excel

    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
    Accounts Receivable / Loadout Tickets Keep Billing Units and Loadout Ticket Units the same checkbox (unchecked)
    Accounts Receivable / Work Orders Service Date is Mandatory (Orders only) Service End Date is Mandatory (Orders only) renamed: Service Start Date is Mandatory checkbox (unchecked)
    Accounts Receivable / Statement & Invoice Emailer Combine Invoices for same Customer checkbox (unchecked)

    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)
    Administration Export Data Field Scout Summary   Manufacturer Sales (RDS)