RELEASE NOTES: MARCH 15, 2017

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1 RELEASE NOTES: MARCH 15, 2017 Highlights from this release Global Cache Cost History report: All Locations Cache masterfiles on your local machine and save lookup time. Read More Reverse Prepay Deposits Get results for all locations in one report. Read More Work Orders: auto prepay taxes (or not) Prepayments can be reversed (shows on customer statement). Read More Bank Deposit Activity report Decide if taxes for prepaid products should be also default to prepaid. Read More AR Invoice Taxes data export Display details of multiple bank deposits on a single report. Read More View all invoice taxes - or just one - for a given date range. Read More agrē Release Notes: March 15, 2017 Last Updated:

2 What s New and Improved in agrē : Global... 3 Accounts Receivable... 4 Blending... 6 Inventory... 7 Accounts Payable... 7 General Ledger... 8 Agronomy... 9 Reports & Exports... 9 Configuration Options Security 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). 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: March 15, 2017 Page 2 of 13

3 Global Global Cache Normally new features are deployed turned off, but this one improves performance so much we ve already turned it on so you can start reaping the benefits of using the Global Cache right away. When you add a new invoice, agrē checks with the server to get the master customer list so you can select one. When you add a product to the invoice, agrē checks with the server for the master product list. When you add another product; again agrē checks with the server for the master product list. agrē does this for every product you add to an invoice. The next invoice you add, agrē checks with server for the master customer list so you can pick one. Then you add a product, and agrē checks with the server for the master product list you can see the pattern here. The time it takes for agrē to check the servers for the master lists over and over can really add up. So instead of having agrē check with the server every time you create a new invoice (or any transaction involving customers, products, suppliers or locations) it can check once, then create a Global Cache of the master data locally on your machine. The next time you add an invoice, agrē saves you time by checking your machine s global cache instead of reaching out to the servers. There is one thing to be aware of. When you add or edit a masterfile, the changes are added automatically to your global cache. When another user adds or updates a masterfile the changes become part of their global cache immediately, but you downloaded your global cache before those changes were made so they won t be part of yours at least not yet. In order to see other users updates you ll need to Refresh your global cache (logging out of agrē and back in works too). If you re not adding new customers or products all day long, leave Use Global Cache turned on (checked) for the performance boost and Refresh on the odd occasion something changes. If you re in the middle of making lots of changes you might want to turn it off (uncheck it) for now so you don t have to Refresh 10 times a day (although it is a quick process), then turn it on later when things settle down. agrē Release Notes: March 15, 2017 Page 3 of 13

4 Accounts Receivable Work Orders deleting a work order requires a reason (which is included in the Audit/Admin data export for Deleted Work Orders) new data fields: (on Customer and Order tab) Customer Order No (also added to WO Summary data export) Payment Terms (two work order report layouts updated as well) decide if taxes for prepaid products should also default to prepaid (or not) Loadout Tickets when splitting, you can set the default status (checked or unchecked) to Keep Work Order Links for Split Loadout Tickets. Invoices when splitting, you can set the default status (checked or unchecked) to Keep Work Order Links for Split Invoices. agrē Release Notes: March 15, 2017 Page 4 of 13

5 POS Invoices Gross Unit Pricing Gross Unit Pricing - also referred to as Pricing Includes Taxes- is available for items on POS Invoices only. Please Note: once a product has been set to use gross unit pricing it cannot be sold on regular invoices. Please contact your CSC for more details. Inventory > Manage > Products > Prices/Taxes Reverse Prepayment Deposits You now have the option to Reverse a prepayment deposit instead of deleting it. Both the Reversal and the Reason for Reversal will display on the customer statement. Prepayment Adjustments Prepayment Adjustments are used to keep a member s prepayment balance in agrē synced with their prepayment balance on the FCL mainframe. Prepayment adjustments do not flow up to the FCL mainframe (the mainframe already has the member s correct prepayment balance - you're using an adjustment to match it in agrē) so are excluded from the Cash Out report and TLog. Accounts Receivable > Manage > Prepayment Adjustments agrē Release Notes: March 15, 2017 Page 5 of 13

6 Blending Application Rate Broadcast rate has been renamed to Application Rate. agrē Release Notes: March 15, 2017 Page 6 of 13

7 Inventory Inventory Cost History report Criteria change allows you to select results for <All Locations> on the same report. Accounts Payable Purchase Invoices Deleting a purchase invoice requires a reason (which is included in the new Audit/Admin data export for Deleted Purchase Invoices) Optionally prevent changes to PI Date (would default to today, not allowed to be changed) EFT Layouts We ve added an EFT layout for TD Canada Trust. agrē Release Notes: March 15, 2017 Page 7 of 13

8 General Ledger Bank Deposits Complete & New When finishing a bank deposit, use Complete & New as a shortcut to completing the current bank deposit and starting a new one with the same settings and list of payments. Bank Deposit Activity Report New report displays all bank deposits with or without details for a specified date range. You may find it helpful with bank reconciliations. agrē Release Notes: March 15, 2017 Page 8 of 13

9 Agronomy Product/Expense Distribution Edit Crop Plan While doing product distribution you can Edit Current Crop Plan on the fly. 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 GL Bank Deposit Activity assists during bank reconciliation allowing you to view a summary (with links to details) of all bank deposits within a selected date range Updates to Current Reports AGR Crop Plan AR Customer Prepayment AR Payment Activity criteria: Farm Field; data: layout changes (deployed January 2017) criteria: Sort By (Product, Work Order) criteria: Transaction Type (<Any>, Refunds Only, No Refunds) agrē Release Notes: March 15, 2017 Page 9 of 13

10 AR Work Order data: Payment Terms (added for the following layouts only: 83 Base, 305 Custom) data: Show Reference No (for blends on a work order linked to other work orders) AR Work Order Activity GL GST/HST Summary Worksheet GL Unreconciled Bank Transactions INV Cost History INV Current Value INV Inventory Activity Detail INV Location Transfer criteria: new & updated Sort By options (Product/Date, Product/Customer, Customer + Product Totals) data: GST Registration Number criteria: Only Display AP Cheques criteria: new Location (All Locations) criteria: new Report Style (Grand Totals Only); new Sort By (Dollar Amount) Create Date is included when exporting data data: Total Cost (by product) New Exports AR AR Invoice Taxes AA Deleted Bank Deposits AA Deleted Purchase Invoices AA Deleted Purchase Invoice Details one security permission for both Export Data Sample: AR Invoice Taxes agrē Release Notes: March 15, 2017 Page 10 of 13

11 Updates to Current Exports AA Deleted Work Orders AR Work Order Summary INV Inventory Activity new data column: Delete Reason new data column: Customer Order No new data column: Create/Update Date 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 General Accounts Receivable / Invoices Accounts Receivable / Invoices Accounts Receivable / Loadout Tickets Accounts Receivable / Work Orders Accounts Receivable / AR Payments Use Global Cache Refresh (button) Split Invoice: Default Keep WO Links Search Using Member Check Digit Split Loadout Ticket: Default Keep WO Links General Defaults / Automatically prepay taxes if product is prepaid Prepayment Adjustment Type best practice: create a separate payment type just for prepayment adjustments checkbox (deployed as checked to improve existing functionality) checkbox (deployed as checked to match existing functionality) checkbox checkbox (deployed as checked to match existing functionality) checkbox (deployed as checked to match existing functionality) dropdown list of active AR payment types agrē Release Notes: March 15, 2017 Page 11 of 13

12 Tab / Sub-tab Config Item Action Inventory If no price is set leave price blank checkbox Reports / Default Criteria Reports / Blends on Reports Default Report Printer: Standard Reports POS Invoice Quick Print POS (Y/N) Work Order: Show Reference No (when linking the products in a blend on a work order to another work order, the reference number of the linked work order will display.) dropdown if no printer selected agrē will use the default Windows printer (deployed as blank to match existing functionality) checkbox User Config Options Tab / Sub-tab Config Item Action Reports / Default Criteria Default Report Printer: Standard Reports POS Invoice Quick Print POS (Y/N) dropdown if no printer selected agrē will use the default Windows printer (deployed as blank to match existing functionality) agrē Release Notes: March 15, 2017 Page 12 of 13

13 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 Payable Purchase Invoices Change date (deployed as ALLOWED to match existing functionality) Accounts Receivable POS Invoice Enable on Menu Accounts Receivable Prepayment Deposits Reverse Payment General Ledger Report Bank Deposit Activity View Administration Export Data AR Invoice Taxes Administration Export Data Deleted Bank Deposits Administration Export Data Deleted Purchase Invoices (+ Details) agrē Release Notes: March 15, 2017 Page 13 of 13