RELEASE NOTES: JUNE 22, 2016

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1 RELEASE NOTES: JUNE 22, 2016 Highlights from this release Multiple Print Copies Amount Tendered/Change Due Just let agrē know how many copies you want to print. Read More For cash payments, agrē can calculate the change. Read More Print Blend Price Sheets Field Scout Reference Number Print for multiple blends at the same time, & see the Farm Field name too. Read More Let agrē number them for you, or set your own. Read More agrē Release Notes: June 22, 2016 Last Updated: July 6, 2016

2 What s New and Improved in agrē : Accounts Receivable... 3 Blending... 6 Inventory... 8 Accounts Payable... 9 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: June 22, 2016 Page 2 of 16

3 Accounts Receivable Loadout Tickets - attach Documents Documents can be attached to loadout tickets. Amount Tendered & Change Due (optional) When accepting a customer payment for selected items, or an immediate payment for an invoice, enter the cash amount received from the customer and agrē will calculate the amount of change due. AR Payment Types Because the Change Due will be in the same payment type as the Amount Tendered, this feature is intended and designed for cash payment types only. Accounts Receivable > Manage > AR Payment Types agrē Release Notes: June 22, 2016 Page 3 of 16

4 Customer Payments applicable to Pay for Selected (but not to Lump Sum) Invoices agrē Release Notes: June 22, 2016 Page 4 of 16

5 Prepayments AR Payments When accepting payments from the home form, click new links to jump to the Customer Account or run the Account Activity report. agrē Release Notes: June 22, 2016 Page 5 of 16

6 When accepting payments from the customer account, click new link to run Account Activity report. CRM Document Manager DWF files can now be uploaded and stored. Blending Itemizing Blends The new column listing the Reference Number makes it faster to find the blend you want to itemize. agrē Release Notes: June 22, 2016 Page 6 of 16

7 Change Batch Settings When selecting a different Blend Type, the Location has been appended to make it easier to select the correct one. Should you choose a blend type from a different location, a Location Mismatch warning is displayed to confirm your choice. agrē Release Notes: June 22, 2016 Page 7 of 16

8 Inventory Manage Products - new data fields 1. Short Description (maximum 20 characters) If your products have long Descriptions that don't fit on your reports, you can customize your reports to display the Short Description instead. 2. extra UPC codes (add up to 4 more UPC codes, for a total of 5) 3. Prohibit Purchase? prevents adding the product to loadout tickets and invoices agrē Release Notes: June 22, 2016 Page 8 of 16

9 Accounts Payable Supplier Accounts - new data fields Store additional information about your suppliers: toll-free number, mapping code (used for communication with 3 rd party software). Purchase Invoices - Flat Tax postings Flat taxes posting to Income Statement GLs (4-9) will be allocated to the Header Location on the purchase invoice. agrē Release Notes: June 22, 2016 Page 9 of 16

10 Agronomy Crop Planning Crop Phase can be Mandatory There s a new config option to make Crop Phase mandatory (if that is part of your business process) when adding products to crop plans. agrē Release Notes: June 22, 2016 Page 10 of 16

11 Field Scouting Reference Numbers There s a new config option that controls the default to auto-generate or manually specify Field Scout Reference Numbers. To autogen Field Scout reference numbers, check the config option box, then tell agrē the Field Scout Prefix (optional) and starting Field Scout Number. File > Manage > Reference Numbers > Agronomy Note You cannot have duplicate reference numbers. If you change the starting number to a number that already exists for a field scout, agrē will allow you to save the change; however, agrē then automatically updates the starting number to be the next consecutive number so that duplicate reference numbers do not exist. agrē Release Notes: June 22, 2016 Page 11 of 16

12 agrēmobile - Field Scout Reference Number Auto-gen the Field Scout Reference Number, or press Enter Ref? to enter one manually. Grower Central Crop Plan Reports Rates for products added. 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 none for this release agrē Release Notes: June 22, 2016 Page 12 of 16

13 Updates to Current Reports AP Supplier Purchases AGR Trend Analysis AR Cash Out AR Work Order Activity BLEND Price Sheet Location criteria now filters cost adjustments (based on the header location of the cost adjustment PI) added: Phos Bicarb value (Bray was already displayed) criteria: Sales Based on Header Location (default is checked) Start Date can be before the As Of date criteria: can select multiple price sheets for the same grower (menu version only) data added: Farm Field Name Print Copies Always want to print extra copies of each Invoice? Or Loadout Ticket, Batch Sheet, Work Order, or Payment Receipt? Tell agrē you want to print multiple copies (up to a maximum of 5) by default. can be set at the company level agrē Release Notes: June 22, 2016 Page 13 of 16

14 or at the user level (overrides the company setting) *** the Setting for Batch Sheet (LOT) will also apply to Batch Sheet (Invoice) *** When you print, the number of copies will default to the value selected. New Exports none for this release Updates to Current Exports AR Customer List new criteria: Show CRM Info? [Yes, No] new data fields: CRM Attribute, CRM Value agrē Release Notes: June 22, 2016 Page 14 of 16

15 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 Inventory Inventory Receipt - Trucker is mandatory Agronomy Crop Planning - Crop Phase Mandatory Agronomy Field Scout - Automatically Generate Reference Number unchecked unchecked unchecked* *if you decide to check it, you ll also need to set the starting number in File > Manage > Reference Numbers > Agronomy Reports / Report Options Reports / Report Options Reports / Blends on Reports Offer to Print on Save Default Print Copies for: AR Invoice Loadout Ticket Work Order AR Payment Blend Batch Sheet Blend Name: Only show NPK Crop Plan Deployed checked to match existing functionality default = 1 maximum = 5 Note: not applicable to digital print formats (eg PDF, XPS) unchecked agrē Release Notes: June 22, 2016 Page 15 of 16

16 User Config Options Tab / Sub-tab Config Item Action Reports / Report Options Reports / Report Options Offer to Print on Save Print Copies AR Invoice Loadout Ticket Work Order AR Payment Batch Sheet (LOT) [also applies to Batch Sheet (Invoice)] Crop Plan maximum = 5 Note: not applicable to digital print formats (eg PDF, XPS) Grower Central Config Options Section Config Item Action Documents Documents Tab enabled Deployed to match existing functionality* *if either Manually Uploaded or edocuments/esignature is already checked, this will be deployed checked as well; if neither of those options are checked, this will be deployed unchecked Security Role Permissions None for this release. agrē Release Notes: June 22, 2016 Page 16 of 16

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