CINCH Software
What's New
Version 16.0 M15
March 10, 2017

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Introduction

What's New is your guide to enhancements in CINCH Software.
We add enhancements based on feedback we receive from customers, as well as on market research. Your willingness to help us build better products makes this a more complete solution, putting you in a better position to manage your organization successfully. We encourage you to share your thoughts and reactions with us at any time.
Some enhancements described in this documentation are optional and can be purchased through your CINCH software sales representative. If you currently have a license for one of these modules and have an active enhancement program, you will automatically receive the enhancements contained in that module.
This document describes enhancements that were added to CINCH Software since General Release 16.0.
Descriptions of the enhancements are divided into the following chapters:
Chapter 1, "Cinch Document Exchange," describes the miscellaneous changes made to Cinch Document Exchange.
Chapter 2, "Sales Miscellaneous," describes the miscellaneous changes made to Cinch Sales.
Chapter 3, "Grain Miscellaneous," describes the miscellaneous changes made to Cinch Grain.
Chapter 4, "Vendor Return," describes the Vendor Return processes where a user can enter returns to a Vendor for product that has been transferred to other locations or sold to customers and returned.

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Supported Version

The following is a list of the Dynamics GP version we will be supporting for this release.

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Dynamics GP

Software Version: 16.0 (16.00.0579 R2)
KB3218072
Dex Version: (16.00.0034)

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AgWorks

AgWorks AgOS v3

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Feed Mill Manager

Is currently not supported.

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Chapter 1: Cinch Document Exchange

This chapter describes the miscellaneous changes made to Cinch Document Exchange.
This chapter contains the following modifications:

• New AgXML 4.0 Sales Contract Export
• New AgXML 4.0 Sales Contract Import
• New OneWeigh Ship Company Export
• New AgXML 4.0 In Transit-In Export

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New AgXML 4.0 Sales Contract Export

AgXML 4.0 Sales Contract Export has been created to generate an XML file for the Sales Contract and pricing records for selected customers.

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1. 1. Supported Exchange Partner Filters
      1. LOCNCODE is optional.
         1. Blank or * will send all sites.
         2. Enter a Site ID filters all documents on an exact Site match. Only one Site ID can be entered per service partner.
      2. IRRegionID is optional.
         1. Blank or * will send all regions.
         2. Enter a Region ID filters all documents on an exact Region match. Only one Region ID can be entered per service partner.
      3. IRBranchID is optional.
         1. Blank or * will send all branches.
         2. Enter a Branch ID filters all documents on an exact Branch match. Only one Branch ID can be entered per service partner
   2. Service Line Setting
      1. Cinch Consumer
         1. Yes, will add CINCH specific fields. Default = Yes
         2. No, will conform to AgXML version 4 specifications AgXML_v4.0.xsd (schema).
      2. Company ID Source
         1. This value specifies how the seller address is determined in the export file. Valid values are Company, Branch and Location. If the setting does not exist, or doesn't match one of the valid values, the Company ID will be sent.
            1. Company will translate to the GP Company main address. Default = Company
            2. Branch will translate to the Cinch Branch address.
            3. Location will translate to the address on the Site ID.
      3. Export Posted Changes
         1. Yes, when selected updates to a posted sales contract will export.
         2. No, when selected updates to a posted sales contract will NOT be exported. Default = No
      4. Export Sub Items
         1. Yes, will add CINCH specific fields.
         2. No, will conform to AgXML version 4 specifications AgXML_v4.0.xsd (schema). Default = No
      5. Message Label Extension
         1. The file extension of the export file.
            1. This extension can be anything but recommended to use XML for easy viewing in IE. (Example contract 1234 will write a file called 1234.xml).
      6. XML Namespace Prefix
         1. Recommended to leave this field blank.
            1. For specific XML naming requirements. Prefixes each tag with this value.
      7. XML Namespace URL
         1. Recommended to leave this field blank.
            1. Puts the XML namespace URL in the header of each document.

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New AgXML 4.0 Sales Contract Import

AgXML 4.0 Sales Contract Import has been created to create Sales Contracts and contract pricing records based on the XML file.

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• Spot and Other Contract Types are not currently supported.
• Edits are only allowed for unposted contracts. Edits sent to a posted contract will be stopped within Document Monitor stating "Editing of posted Contracts is not supported in this version of eConnect."
• During import of contract records generated from the Excel Purch Ctr Import 01 adapter:
  • The discount schedule on the contract will get defaulted from Branch/Item Default maintenance.
    • This will only happen if the Consume Pricing Info setting is set to "Yes", and if it hasn't been included in the xml.
  • The program schedule on the contract will get defaulted from the Vendor extensions.
    • This will only happen if the Consume Pricing Info setting is set to "Yes", and only if it hasn't been included in the xml.
      • • The Contract Type will default to Cash.

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New OneWeigh Ship Company Export

OneWeigh Ship Company Export has been created to export Cinch Ship Companies in the OneWeigh Name/Address record format.

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• The following will trigger a Ship Company Export
  • Add/Change of the Ship Method Detail Maintenance, the system will look to Cinch Ship method Companion table to see if a Vendor ID exists, if it does, then system will export the Shipper Information.
  • Change of Vendor Primary Address, if the Primary address for a vendor is tied to Ship Method Detail Maintenance, then any change to the address information will be exported.
• File Translation for record type of "NAMA1":
  • Record Type (Position 1-5) = NAMA1
  • Name ID (Position 6-15) = Cinch Vendor ID (translated)
  • Name (Position 16-65) = Vendor Name
  • Address Line #1 (Position 66-95) = Address 1
  • Address Line #2 (Position 96-125) = Address 2
  • City (Position 126-145) = City
  • State (Position 146-154) = State
  • Zip Code (Position 155-164) = Zip Code
  • Country (Position 165-184) = Country
  • Phone Number (Position 185-204) = Phone 1
  • User Defined #2 (Position 205-229) = Contact, UD1 or UD2
  • User Defined #3 (Position 230-254) = Contact, UD1 or UD2
  • User Defined #1 (Position 255-264) = Contact, UD1 or UD2
  • Social Security/Fed ID (Position 265-275) = Soc Sec # or Employer ID number
  • Active/Inactive/Temporary (Position 276-276) = Vendor Status
    • Use A if Active, I if Inactive.
  • Name ID Type (Position 300-300) = "S" (shipper)
    • Setup inside OneWeigh by default C – Customer, F-Farmer, J- Joint, S-Shipper
  • Add/Update Option (Position 347-347) = 3
    • Set to 3. Agris will add the Shipper if it does NOT exist or if it does exist, Agris will update the existing.

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New AgXML 4.0 In Transit-In Export

AgXML 4.0 In Transit-In Import has been created to export Inbound In Transit Ticket records for selected customers.

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• In-Transit records will export on and insert or update, without any filtering on the posted or printed flags. The Setup All Updates can be used to limit the number of times the ticket gets exported.

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Chapter 2:Sales Miscellaneous

This chapter describes enhancements made to the CINCH Sales processes.
This chapter contains the following sections:

• New Inventory Inquiry
• Changes to Sales Setup

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New Inventory Inquiry

Inventory Inquiry has been created to more clearly display the item inventory quantities and break out, in detail, the allocated quantities and quantities not posted.

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1. Restriction fields limit the data that is displayed in the list view portion of the window.
2. Item Range, enter the items for the start and end of your range.
3. Results to Return, defaults to 256, limits the number of results that are displayed in the list view of the window.
4. Zero Quantities, when checked, allows the user to show results with zero quantities.
5. Quantity Unit of Measure to Display determines the unit of measure that is used when displaying quantities in the results view. The selling unit of measure is the default option but it can be changed to the base unit of measure.
6. Branch defaults to the user's branch but can be changed.
7. Details to Display controls how the quantities for items are summarized and displayed.
   1. 1. Item; column summarizes all lot and site quantities per item. Any lot tracked items that have quantities not assigned will be included in the summarization.
      2. Site; columns will display depending on what has been selected within the Branch dropdown field. Each column will summarize the quantities for each item and site combination. Any lot tracked items that have quantities not assigned will be included in the summarization.
      3. Lot; columns will display depending on what has been selected within the Branch dropdown field and if the items has multiple lot numbers. Each column will summarize the quantities for each item, site and lot number combination. Any lot tracked items that have quantities not assigned to lots will not be included in this summarization.
8. List View, contains quantity information for all items matching the restriction criteria and scrolls vertically.
   1. Details to Display, based on the restriction criteria selected either Item, Item and Site or Item, Site and Lot will be displayed.
   2. On Hand displays the quantity available plus quantity allocated for the item.
   3. Un-Posted Incoming Quantities
      1. Purchase Receipts displays the total of inventory for all un-posted Purchase Receipts.
      2. Scale Tickets displays the total of inventory for all scale tickets that have not been posted.
      3. Mfg. Receipts displays the total of inventory for all un-posted Mfg. Receipts.
      4. Returned Not Posted displays the total of inventory for all un-posted returns.
      5. Sub-Total displays the total of all Un-Posted Incoming Quantities.
   4. Un-Posted Outgoing Quantities
      1. Committed to Mfg. displays the total of all inventory committed to manufacturing.
      2. Shipped Not Posted displays the total of all inventory (Grain and Bulk Shipments) shipped but not yet posted.
      3. Shipped Posted Not Invoiced displays the total of all inventory (Grain, Bulk and Shipment Invoicing Shipments) shipped and posted but not yet invoiced.
      4. Counter Sales not Posted displays the total of all inventory sold via the Counter Sales Entry window but not yet posted.
      5. Invoiced Not Posted displays the total of all inventory sold via the Invoice Maintenance window but not yet posted.
      6. Sub-Total displays the total of all Un-Posted Outgoing Quantities.
   5. IV Adjustments Not Posted displays the total of inventory for all un-posted inventory adjustments.
   6. IV Transfers Not Posted displays the total of inventory for all un-posted inventory transfers.
   7. Sub-Total displays the total of all inventory adjustment and transfers.
   8. Grand Total displays the total of On Hand plus Un-Posted Incoming Quantities minus Un-Posted Outgoing Quantities plus all inventory adjustments and transfers.
   9. Committed to Sales Orders displays the total of all inventory committed via the Sale Order Entry window.
9. Choose Clear to clear the screen.
10. Choose Redisplay to update the display based on selected criteria.
11. Choose Print to print the Sales Inventory Position Report.
12. Choose Export to export the results to Microsoft Excel.

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Changes to Sales Setup

Sales Setup has been modified with the ability to Suppress the Zero Price Warning.

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1. Suppress Zero Pricing Warning checkbox, when marked, will suppress the warning in the following windows and will default to be un-marked.
   1. Order Entry.
   2. Counter Sales.
   3. Invoice Maintenance.

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Chapter 3: Grain Miscellaneous

This chapter describes enhancements made to the CINCH Grain processes.
This chapter contains the following sections:

• New Grain Series Post
• New Contract Underfill Void
• Changes to Load Order Inquiry
• Changes to Accounting Reports
• Changes to Outbound Setup
• Changes to Bulk Shipping Entry

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New Grain Series Post

The Grain Series Post window allows users to post by series, all batches that have been marked in the Grain Series Post window will be posted.
Series posting is performed as a background process, so you can enter, add, edit or delete transactions while posting is underway; however, you can't enter transactions in batches that currently are being posted, that are marked for posting, or that are being edited.

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1. 1. Batch ID, displays the ID for each batch created. Use the drill down on the Batch ID to open the Batch Entry window.
   2. Origin, indicates the batch Type
   3. Status, displays the posting status of the batch.
      1. Available indicates that the batch is available to be marked for posting.
      2. Marked indicates that the batch has been marked for posting.
      3. No Transactions indicates that the batch doesn't have any transactions to post.
      4. Busy indicates that the batch is in use.
      5. Post Failed on MMDDYY HH:MM:SS AM/PM indicates that someone attempted to post the batch, but it didn't completely post.
   4. Comment, displays any comments for the batch.
   5. User ID, displays the ID of the user who originally created the batch.
   6. No of Trx, displays the number of transactions in each batch.
   7. DPR Date, displays the date that the transactions will have an effect on the DPR Report.
2. Sorting Options:
   1. By Batch ID, displays batches in alphabetical order by Batch ID.
   2. By Origin, displays batches in alphabetical order by Origin.
3. Branch Options:
   1. Current Branch, displays all Batch IDs for the current branch.
   2. My Branches, default, displays only Batch IDs assigned to current user.
   3. All Branches, displays all Batch IDs for each branch.
4. Choose Post to post all batches that have been marked. Posting journals may be printed, depending on how posting options have been setup in the Posting Setup window.
5. Choosing Redisplay will update the window, displaying any information that has been added or changed by you or another user since you opened this window.

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New Contract Underfill Void

This provides the ability for a Contract Underfill to be voided once it has been created.

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1. Choose either Sales or Purchase from the Source Type dropdown.
2. Enter or select the Contract Number.
   1. The system will validate if the original underfill created a Payable or Receivable transaction.  If it did, the user will be warned and stopped.
      1. The underfill can be reversed by deleting the unposted Payable or Receivable transaction.
3. Select Process to void the underfill.
   1. The under fill will be removed from the contract, the contract totals will be updated and the contract will be reopened.
4. Select Cancel to clear the screen without voiding the underfill.

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Changes to Load Order Inquiry

Load Order Inquiry has been modified with the ability to Hide Voids.

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1. The ability to Hide Voided Load Orders has been added to the Load Inquiry display.
   1. The default filter will be set to Hide Voids but can be changed to Include Voids or Voids Only.

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Changes to Accounting Reports

Accounting Reports has been modified with the addition of the Include Rejected Tickets option.

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1. Include Rejected Tickets checkbox when selected will include rejected scale tickets within the Unpaid Scale Tickets by Customer or Item reports.

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Changes to Outbound Setup

Outbound Setup has been modified with the Require Seal Numbers option.

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1. Require Seal Numbers checkbox, when marked Bulk Shipments will not be allowed to be saved until a Seal Number is entered.

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Changes to Bulk Shipment Entry

Bulk Shipment Entry has been modified to look to the Outbound Setup, Require Seal Numbers checkbox to determine if Seal Numbers are required on the shipment.

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1. The Save process will look to Outbound Setup, Require Seal Numbers checkbox, when marked:
   1. If a seal number exists the user can save the shipment.
   2. If a Seal Number does not exist user will be prompted "Seal Numbers must be entered. Do you wish to enter them now"
      1. Yes when selected will open the Load Shipment Seal Entry to allow user to enter the seal number(s).
      2. No, when selected return the user to the Bulk Shipment Entry window.

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Chapter 4: Vendor Return

This chapter describes the Vendor Return processes where a user can enter returns to a Vendor for product that has been transferred to other locations or sold to customers and returned. The new functionality automates the current process most Cinch customers perform today.
This chapter contains the following sections:

• Changes to Next Number Maintenance
• Changes to Batch Entry
• New Vendor Return Setup
• New Vendor Return Entry
• New Vendor Return Inquiry
• New Vendor Return Inquiry Zoom
• Changes to Inventory Transactions Inquiry
• Changes to Payables Transaction Entry Zoom

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Changes to Next Number Maintenance

Next Number Maintenance has been modified to include the Module, Vendor Return.

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1. 1. 1. 1. Select Vendor Return to setup the document numbers to be used in Vendor Return Entry.
            1. Select the Document Prefix and Document Number to create for an individual Branch.

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Changes to Batch Entry

Batch Entry has been modified to include the Module, Vendor Returns.

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1. Type, Vendor Returns has been added.
2. Posting process has been updated for Vendor Return. See Posting Vendor Returns.
3. Vendor Returns has been added to the Batch Print Options window.

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1. 1. Print:
      1. Documents, when selected will print the Vendor Return Receipt.
      2. Edit List, when selected will print the Vendor Return Edit List.
   2. Include, will default to Vendor Returns marked.

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New Vendor Return Setup

The Vendor Return Setup window allows the user to setup the user defined prompts that will display on the Vendor Return Entry window.

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1. Two header user define prompts can be add to the Vendor Return Entry window.
2. Two detail user define prompts can be add to the Vendor Return Entry window.

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New Vendor Return Entry

The Vendor Return Entry window allows users to enter returns to a Vendor. The return will generate two transactions, an inventory adjustment for the quantity of the return and an accounts payable return for the dollar amount of the return.
This section is divided into the following:

• Entering, Saving & Deleting a Vendor Return
• Posting Vendor Returns

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Entering, Saving & Deleting a Vendor Return

1. Open Vendor Return Entry

(Transactions > Cinch Sales > Vendor Return Entry)

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1. Total, displays the total document amount, including the subtotal, trade discount, freight, miscellaneous and tax amounts. The total is calculated as follows: Subtotal – Trade Discount + (Freight + Miscellaneous + Tax).
2. Distributions opens the Vendor Return Distributions window.
   1. User will not be able to change Debit or Credit amounts.
3. Save, saves the changes you've made in this window.
4. Delete, deleted the vendor return.
5. Post, see Posting Vendor Returns
6. Print Icon, prints either the Vendor Return Receipt or a batch edit list.

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Posting Vendor Returns

Posting can be done via the Post button on the Vendor Return Entry window or via Batch Entry. The posting process will create two transactions.

1. 1. 1. 1. 1. 1. 1. Accounts Payable Return
                     1. Debit:
                        1. Accounts Payable from the vendor.
                        2. Trade Discount account from the vendor if applicable
                     2. Credit:
                        1. Inventory Offset account from the item.
                        2. Tax account if applicable.
                        3. Miscellaneous account from the vendor if applicable.
                        4. Freight account from the vendor if applicable.
                  2. Inventory Adjustment
                     1. Debit:
                        1. Inventory Offset, Accrued Purchases account from the Vendor.
                     2. Credit:
                        1. Inventory, Inventory account from the item.

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New Vendor Return Inquiry

This inquiry allows the user to view Vendor Returns for a vendor.

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1. Select Range Restrictions:
   1. Vendor ID
   2. Return Date
2. Choose OK to close the window.
3. Choose Clear to clear the range values and the scrolling window.
4. Choose Redisplay to view the desired documents.
5. Choose Export to export displays information to a Microsoft Excel spreadsheet.

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New Vendor Return Inquiry Zoom

This inquiry allows the user to view a Vendor Return.

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1. Choose OK to close the window.

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Changes to Inventory Transactions Inquiry

The inquiry allows you to view detailed information about transactions create via Vendor Returns Entry that have been posted.

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1. Choose E-Markets Additional Detail to open the Vendor Return Inquiry Zoom window, if the line item selected in Inventory Transaction Inquiry matches a Vendor Return.

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Changes to Payables Transaction Entry Zoom

This inquiry allows you to view detailed information about transactions create via Vendor Returns Entry that have been posted.

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1. Choose Commodity Trx to open the Vendor Return Inquiry Zoom window, if the Number of the line selected in Payables Transaction Entry Inquiry matches a Vendor Return.

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Appendix

This section lists the new windows and reports added to this release. Based on the Microsoft Dynamics GP security model, access will need to be determined per security task.
New Tables added to this release are also listed below.

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New Windows

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New Reports

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New Tables

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Changes that may affect Reports or Data