Accounting
A/R
- FTM-5191 / Energy Force Daily Clear Import Invoices – All Product lines are successfully added to the Agvance Invoice when importing Daily Clear files.
- Why – This ensures utilizing the Daily Clear import works as expected.
- When/Where – The Daily Clear import is found in Energy at Transfers / Import / Energy Force / Daily Clear. Invoices are found in Accounting under the A/R menu.
- Action Needed – No action required.
Setup
- FTM-5142 / Product Classifications Inventory Departments – A Product Classifications button was added to the Inventory Department Setup window. Additionally, a new Admin Utility is available called Add missing product classifications by department. This utility can be run with with AgvAgent.
- Why – The Product Classifications button allows Product Classifications to be tied to Departments. The new utility automatically adds the necessary Products to Product Classifications that are set up in the Inventory Department.
- When/Where – Inventory Departments are set up at Accounting / Setup / Inventory Departments. The new utility is found at Hub / Utilities / Admin Utilities / Hub / Add Missing Product Classifications By Department.
- Action Needed – Product Classifications must first be set up at Hub / Setup / Company Preferences on the Product tab.
Grain
Operations
- FTM-5201 / STLM Migrate Minimum Priced Contracts – A Minimum Priced Purchase Contract can be migrated to a new Minimum Priced Purchase Contract. The new Contract can optionally be marked as a Credit Sale Contract and use the Credit Sale Contract Numbering. The Minimum Price roll information for the original Contract is defaulted into the new Contract. The Roll information has also been added to the STLM Contract migration. This information is available in Windows Grain and the API.
- Why – This gives the ability to transfer units from an existing pre-delivery Minimum Priced Contract to a new Minimum Priced Contract using the Credit Sale Contract numbering sequence.
- When/Where – Purchase Contracts are added under the Operations menu and have a new option of Credit Sale Contract when the Use Credit Sale Contracts preference is enabled at Setup / Preferences on the Location Preferences tab.
- Action Needed – The preference must first be enabled and Document Counters set appropriately.
Setup
- FTM-5198 / STLM Credit Sale Numbering Sequence – A new Location Preference for Credit Sale Contract Numbering was added. The Purchase Contract APIs also handle the Credit Sale Contract numbering and rules.
- Why – This gives the ability to set Document Counters for that Location or to set a Global Number.
- When/Where – The Use Credit Sale Contracts preference is found in STLM Grain at Setup / Preferences on the Location Preferences tab.
- When adding a Purchase contract with this preference checked, a Credit Sale Contract option is available.
- A Credit Sale Contract can only be migrated to a Credit Sale Contract or a Priced Purchase Contract.
- When splitting a Credit Sale Contract, the new Purchase Contract being created from the split will also be marked as a Credit Sale Contract.
- Action Needed – This preference must first be enabled and Document Counters set appropriately.
