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How to control the dates users can enter data on in AGRIS.

  1. Go to: Customize > Date Group > Date Group Controls.

  2. Select the date group that you want to define or change, and it will bring up this screen:

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If the selected group is assigned to the CURRENT POSITION DATE some options will be unavailable and denoted with an asterisk ( * ).

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3.Type a unique alphanumeric code that identifies the date group in the Code field. You can create up to nine codes. You can have various descriptions for different aspects of Agris. Example = GRN, Admin, or Accounting

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4. Type a descriptive title for the date group in the Description field. Since the date group is often used with a particular system, you could enter a description that corresponds with the system that is assigned to the date group.

5. Processing Date Control settings in a date group affects only the systems assigned to the specific date group in the dataset. The processing date is used by default in all non-calculated date boxes, such as invoice date, ship date, ticket date, ledger date, void date, settlement date, voucher date, and check date.

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Select one of the following options to set the processing date:

  • 1 - Always The Same As The Computer Date - The processing date is automatically the same as the date maintained by your computer's operating system.

  • 2 - Entered As Needed In Begin New Day - You must select the Begin New Day option (AGRIS System Manager > File > Begin New Day) to set the processing date.

  • 3 - Required Upon Dataset Selection - You must enter the processing date when selecting a dataset. This option is often used at sites that change datasets or dates frequently and is helpful in reminding you of the current processing date.

6. Earliest Date Allowedsetting is the earliest date that you can use to back-date transactions. This date also restricts your ability to back-date tickets in the Commodity Management System because inbound and outbound tickets affect the daily position.

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Select one of the following options for setting the earliest date allowed:

  • 1 - Same As The Processing Date - The earliest date allowed is the same as the processing date.

  • 2 - Number Of Days Before Processing Date - After clicking OK on this window, a box opens, allowing you to enter the number of days.

  • 3 - First Day Of Current Processing Month - The earliest date allowed is the first day of the current month.

  • 4 - Entered As Needed In Begin New Day - You must select the Begin New Day option (AGRIS System Manager > File > Begin New Day) to set the earliest date allowed.

  • 5 - Enter Date Now - After clicking OK on this window, a box opens, allowing you to enter the date.

7. Latest Date Allowed setting is the latest date you can assign to transactions. This date also restricts your ability to post-date tickets in the Commodity Management System because inbound and outbound tickets affect the daily position.

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