Last updated: October 22, 2019

Top 5 Highlights from this Release

 

 

What's New & Improved in agrē 2.19.03:

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).

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   

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 

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   

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

New Reports 

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  

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

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

Role Permissions

Tab	Item	Action(s)
Administration	Export Data	Field Scout Summary   Manufacturer Sales (RDS)