RELEASE NOTES: FEBRUARY 23, 2016

Transcription

1 RELEASE NOTES: FEBRUARY 23, 2016 Highlights from this release Report Criteria Favourites Change Name on WO/LOT/INV with blend Save report criteria so you can run it the same way next time. Read More Export to Excel Change customer even with a blend. Read More Inventory Cost Details on POs Export report raw data to an Excel file. Read More Change Main Unit Type Find last cost - and more! - from purchase orders. Read More Field Scout Crop/Variety Defaults Change a product s main unit type (some restrictions apply). Read More Crop & variety default to crop plan details. Read More agrē Release Notes: February 23, 2016 Last Updated: February 23, 2016

2 What s New and Improved in agrē : Global... 3 Accounts Receivable... 4 iblend+inventory... 8 Inventory... 9 Accounts Payable General Ledger Grower Central Agronomy Reports & Exports Configuration Options Security Security Locks This symbol indicates that your Local Company Security Administrator needs to make security permission changes to allow user access to a new feature. Configuration Items This symbol User level). indicates a new feature integrates with a Configuration Option (at either the Company or 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. agrē Release Notes: February 23, 2016 Page 2 of 23

3 Global Searching Create Date changes to Any Date when a Reference Number is entered Most search forms default to Create Date = Today but when you re searching for a specific reference number it usually wasn t created today and you had to remember to change to Any Date. There s a new User Config Option that will do that for you automatically. When checked, as soon as you enter a reference number, the Create Date changes to Any Date. Applicable to: Work Orders, Loadout Tickets, Assigned Sales, Invoices Purchase Orders, Inventory Receipts, Purchase Invoices Journal Entries agrē Release Notes: February 23, 2016 Page 3 of 23

4 Accounts Receivable Customer Account Make a Blend permission If a user doesn t have permission to Make a Blend, that option is removed from the customer account. Return Funds permission Return Funds can be secured with the Add AR Payment permission item (returning funds is basically adding a negative payment). agrē Release Notes: February 23, 2016 Page 4 of 23

5 Change Customer Name on WO/LOT/INV with Blend Change the Customer on a work order, loadout ticket, or invoice (even if they have blends) as long as: you are editing from the grid/home form, not from the Customer Account no product rows have been linked to a prepayment deposit, work order, loadout ticket, or invoice (including embedded links in blends) no rows include links to a Farm Field [invoices only] no credits generated by the invoice have been applied elsewhere Customer Payments - Edit Location The Location can be changed when a payment is edited. agrē Release Notes: February 23, 2016 Page 5 of 23

6 Work Orders Payment Due Date There s a whole new section in Company Config Options just for Payment Due Dates. These config items apply to Orders only, not to Quotes. deployed with No Payment Due Date selected and Mandatory unchecked to match current functionality If Payment Due Date is mandatory is checked, either a Payment Due Date must be entered or Paid in Full must be checked in order to save the work order. Tip You can configure agrē to send you a message regarding work orders that are not Paid in Full by their Payment Due date. agrē Release Notes: February 23, 2016 Page 6 of 23

7 Documents Work Orders can have attached Documents. Charge Interest on Interest Change this setting and when you save agrē will prompt you to change the setting on all existing outstanding interest charges. agrē Release Notes: February 23, 2016 Page 7 of 23

8 iblend+inventory Deactivate Customers with History Customers with Loadout Tickets can be deactivated once all their Work Orders have been closed. agrē Release Notes: February 23, 2016 Page 8 of 23

9 Inventory Change Main Unit Type The main unit type can be changed - even if the product has been used - as long as the following conditions are met: Main Unit Type conversion factor must be 1 Main Unit Type cannot have a previous conversion factor other than 1 Main Unit Type cannot be inactive Product Price Check Displays the Invoice and Work Order Popup Notes from the Manage Products Notes tab agrē Release Notes: February 23, 2016 Page 9 of 23

10 Accounts Payable Purchase Orders - Cost Details When ordering products, agrē will let you know if this product has been purchased before. The Cost Details tab shows you costing details for the product at the selected location. No supplier needs to be selected to see the Cost Details. Transactions for this product at all locations by this supplier are shown on the Purchase History tab (if no supplier is selected this tab is blank). agrē Release Notes: February 23, 2016 Page 10 of 23

11 Supplier Alias A Supplier Alias makes the company easier to find with QuickSearch. Accounts Payable > Manage > Suppliers Purchase Invoices - Cost Adjustments When finding the product cost history for Inventory Receipts, the Supplier defaults to the same supplier as the purchase invoice header (but can be changed or cleared for all suppliers). agrē Release Notes: February 23, 2016 Page 11 of 23

12 Apply AP Credits Save time by checking Apply to copy the Outstanding amount to the Apply Amount (you can override by manually typing in any amount less than or equal to the Outstanding amount). This comes in really handy when doing chemical supplier recons & rebills. General Ledger Journal Entries - Sensitive The Sensitive flag can be edited even after a journal entry has been reconciled on a completed bank reconciliation. agrē Release Notes: February 23, 2016 Page 12 of 23

13 Grower Central Blend History page These are all the blends associated with a grower s account. Select a blend to see its details. Grower Central User Setup & Password Requirements New Grower Central users can be setup with just an address - as long as Require Password Change is checked. agrē will generate a temporary password automatically and send it to the grower s Username ( ) on Save. If you want to set or change a password manually, uncheck Require Password Change, type a password (minimum 6 characters; 1 must be a number) and confirm it. You ll also need to notify the grower manually as well, as agrē will not send them an . The grower can keep a manually-set password; they won t be required to change it on their first login. agrē Release Notes: February 23, 2016 Page 13 of 23

14 The same rules (minimum 6 characters, with at least 1 numeric) will apply to growers when they change their own Grower Central password. agrē Release Notes: February 23, 2016 Page 14 of 23

15 Agronomy Agronomy Centre Make a Blend permission If a user doesn t have permission to Make a Blend, that option is removed from the customer account and from the agronomy centre. Product Distribution and Field Expenses would work the same way: if you didn t have permission, you wouldn t see the items in the list. agrē Release Notes: February 23, 2016 Page 15 of 23

16 Default Report Start Dates to Crop Year Start Date There is a new Company Config Option to set the default Start Date of a Crop Year. Once agrē knows when your crop year starts, you can tell it to use that date (at either the Company or User level) as the default Start Date for these reports. Run the reports, and the Start Date will default to the Crop Year Start Date. agrē Release Notes: February 23, 2016 Page 16 of 23

17 Crop Planning Change the product order with the arrow buttons in the bottom right corner. Field Scouting When adding a field scout, select a field and the crop and variety information will default to the corresponding information from the current Crop Plan. Custom Application & Dispatch Change the product order with the arrow buttons at the lower right. agrē Release Notes: February 23, 2016 Page 17 of 23

18 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. Report Criteria Favourites Save the selected report criteria so you can quickly run it the same way next time. You can save multiple criteria favourites for the same report. Criteria favourites can be updated if things change, and deleted once you no longer need them. Note: criteria under More Options cannot be saved You can optionally choose to Include Date Controls as part of the saved criteria. For example, if you run the Inventory Balances report every day for your location, you won't want to check the date control- each day you run it you'll want the balance date to default to the current day. agrē Release Notes: February 23, 2016 Page 18 of 23

19 Control the default status (checked or unchecked) with a user config option. Report criteria favourites are applicable to previewing, printing, and quick printing. Report Raw Data Export With this release agrē offers a new export option for report raw data: an Excel file format. Selecting Excel file based on Raw Data used by Report will generate an export file already in XLS format, so all you'll need to do is open it directly in Excel - no importing or data conversion required. agrē Release Notes: February 23, 2016 Page 19 of 23

20 New Reports none for this release Updates to Current Reports GL Transaction Journal AGR Soil Test Results - A&L AGR Crop Plan added criteria: Journal Number allows searching for and display of a single journal entry added A&L Logo added criteria: Show Products New Exports none for this release Updates to Current Exports AR Invoice Summary AR Work Order Detail deployed in October AP Supplier List new data fields: Due Date, Chargeable Date new data fields: Expiry Date, Service Start Date, Service End Date, Sub-Type, Header Comment new data fields: Supplier Alias, Name on Cheque agrē Release Notes: February 23, 2016 Page 20 of 23

21 Configuration Options Note: 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 / Sub-tab Config Item Action Accounts Receivable / Work Orders Payment Due Date (new section) radio buttons mandatory checkbox Accounts Receivable / AR Release Numbers Automatically Generate Release Number checkbox [deployed checked to match existing functionality] Agronomy Crop Year Default - Crop Year Start Date drop-downs: Month, Day Reports / Default Criteria added Default Start Dates for: Account Summary Statement Customer Prepayment added dropdown options: Start Month Start Crop Year* * for Agronomy retailers only set the crop year start date on the Company Config Options - Agronomy tab agrē Release Notes: February 23, 2016 Page 21 of 23

22 User Config Options Tab / Sub-tab Config Item Action Miscellaneous Miscellaneous Reports / Default Criteria Reports / Default Criteria Use Default Location - AR Release Number Search Search Forms - When Searching With Reference Number Default Create Date to Any Date Default Start Dates added reports: Account Summary Statement Customer Prepayment Report Criteria Favourites - Save Date Control checkbox checkbox added dropdown option: Start Month Start Crop Year* * for Agronomy retailers only set the crop year start date on the Company Config Options - Agronomy tab checkbox Agronomy Config Options Tab / Sub-tab Config Item Action Company / Agronomy Company & User / Reports Crop Year Default - Crop Year Start Date Default Start Dates drop-downs: Month, Day added dropdown option: Start Month Start Crop Year* * for Agronomy retailers only set the crop year start date on the Company Config Options - Agronomy tab agrē Release Notes: February 23, 2016 Page 22 of 23

23 Security Role Permissions 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 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 AR Payment Add also controls permission to Return Funds agrē Release Notes: February 23, 2016 Page 23 of 23