AGRIS Customer Documentation
AGRIS Date Group Controls
How to control the dates users can enter data on in AGRIS.
Go to: Customize > Date Group > Date Group Controls.
Select the date group that you want to define or change, and it will bring up this screen:
If the date assignment of GRN - CPD - CURRENT POSITION DATE is assigned to the Date group, your options are limited for Processing Date Control and Latest date allowed. The other options will be unavailable and denoted with an asterisk ( * ).
AGRIS > Customize > Date Assignments > GRN - CURRENT POSITION DATE
1. Processing Date Control is limited to 2) Entered as Needed in Begin New day
2. Latest Date Allowed is limited to 1) Same as the processing date.
*If you attempt to assign CURRENT POSITION DATE to a new date group and the
Processing Date Control is NOT set to option 2) Enter as Needed
and
Latest Date Allows is NOT set to 1) Same as Processing date
you will receive the message that Blocked Date Groups are not Available for Commodity Position
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
When assigning codes, you can use a simple scheme, such as 1 through 9, or A through I. Or you can use a coding scheme that reflects the system to which the date group is assigned, such as R for Accounts Receivable, P for Accounts Payable, and so on.
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.
Calculated date boxes, such as due date and discount date, are not affected by the processing date.
Processing Date Control settings will control how the “Begin New Day” defaults.
6. Earliest Date Allowed setting 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.
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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