Agrimine Send Transactions once and send voids for PMR (no resend) (AGS-26265)
Agrimine - Earliest Business Date Filter (AGS-26454)
This new feature automates the transmission of sales information from your business to AgriMine, and their related distributors and manufacturers.
Compared to the historical configuration the following benefits are recognized.
Reduces time and administration required to send information to Agrimine
Provides additional data filtering feature prior to sending transactions
Ensures sending original sales transactions only once
Simplifies steps required to resend/reconcile data between your organization and Agrimine
Agrimine integration is now split into two sales transaction transmission processes, Invoices and Invoice Reversals. Both processes are configured to only send a sales transaction once.
Both Invoice and Reversal integrations include a new Earliest Business Date filter. Setting filter will exclude transactions prior to earliest business date. Blank date defaults to current date.
Inventory Miscellaneous Code Filter
Both Invoice and Invoice Reversal Extract filter configurations include the ability to filter transactions by inventory miscellaneous code.
Scenario | Send | Notes |
|---|---|---|
Invoice created and has not been sent | Y | |
Invoice created today and payment applied during invoicing, and invoice has not been sent | Y | |
Invoice created today and payment applied later in the day, and invoice has not been sent | Y | |
Invoice created today, then invoice reversed, and invoice has not been sent. | N | Excludes both create and reverse. |
Invoice created today and it has not been sent and then invoice reversed (with user answering "YES" reuse the invoice number | N | Excludes both create and reverse. |
Invoice created today with backdated invoice date (example today is 15th of month ... backdated to 1st day of month and it has not been sent -> System to include in today's PMR (15th) as sale with invoice date of 1st. | Y | PMR sale date set to 15th with invoice date of the 1st. |
Invoice created on a prior day and sent via PMR, then the invoice is voided today. | Y | Sends as return invoice. |
Invoice created on a prior day and sent via PMR, then payment was applied today | N | |
Invoice created on a prior day and sent via PMR, then edit invoice happens today (cannot change product, quantity or price) | N | |
Invoice created on a prior day and sent via PMR, then AR Aging updates invoice | N | |
Invoice created on a prior day and sent via PMR, then payment unapplied from invoice today | N | |
Manual invoice created instead of item invoice. -> System should not send as it is not a item sale invoice that qualifies for PMR processing | N | Only item invoices are allowed to be sent. |