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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 document 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 18.61.1000.

Descriptions of the enhancements are divided into the following chapters:

Chapter 1, “CINCH Document Exchange,” describes the additional and miscellaneous changes made to CINCH Document Exchange.

Chapter 2, “CINCH Miscellaneous,” This chapter describes miscellaneous enhancements made to CINCH Grain and CINCH Sales.

Chapter 3, “Purchase Contract Roll & Mass Roll – Ability to Post Pricings“ describes an enhancement made to the Purchase Contract Roll & Purchase Contract Mass Roll windows.

Chapter 4, “Daily Position Report – Exclude Branches “ describes an enhancement made to the Daily Position Report. Users will now be able to exclude branches from displaying within the inquiry and the inquiry reports. It will also suppress the closed past 30 days popup warnings.

Chapter 5, “Assembly Average Grades – Prevent Re-Averaging“ describes an enhancement that allows users to mark assemblies from being re-averaged.

Chapter 6, “Freight Charge Matching – Miscellaneous Changes“ describes multiple enhancements made to the Freight Charge Matching functionality.

Chapter 7, “CINCH Mass Customer/Vendor E-mail Options“ describes the new CINCH Mass Customer E-Mail Options and Mass Vendor E-Mail Options windows that have been added to Dynamics GP’s Customers & Vendors list options. Use these new windows to mass assign CINCH e-mail settings to multiple customers and/or vendors.

Chapter 8, “Shipment Advances based on Sales Contracts“ describes an enhancement to the shipment advance process. Users can now create an advance on either a unit train or a sales contract.

Chapter 9, “Farms and Fields – Option to Inactivate “describes the option to inactivate farms and fields.

Chapter 10, “Allow Manual Purchase Contract Numbers “ describes an enhancement made to purchase contracts. Users now can override the purchase contract number.

Chapter 11, “Ability to Add multiple Farm/Fields to Inbound Scale Tickets“ describes an enhancement made to Inbound Scale Tickets. The tickets can now be split between multiple farms and fields.

Chapter 12, “Ability to Enter Fuel Rates when Invoicing Freight to Customers” describes an enhancement for users to invoice fuel rates and percents along with freight rates to the customer.

Supported Version

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

Dynamics GP

Software Version: 18.6.1728 (2023)

KB4602613

Dex Version: (18.00.0028)

AgWorks

It is currently not supported.

Feed Mill Manager

It is currently not supported.

This chapter describes the miscellaneous changes made to CINCH Document Exchange.

This chapter contains the following sections:

Changes to AgXML 4.0 Purchase Contract Export/Import

AgXML 4.0 Purchase Contract Export/Import has been enhanced with the Priced by Date (CIN-8611).

Processing Note:

Priced by Date is exported/imported from <ContractDetails> <UserArea> <IRContractUserArea> <IRPricedByDate>

Changes to AgXML 4.0 Purchase Contract Price Import

AgXML 4.0 Purchase Contract Price Import has been updated to set the price date from the XML (CIN-8737).

Changes to AgXML 4.0 Shipment Import

AgXML 4.0 Shipment Import has been updated to assign a contract to a shipment if a load is not passed. (CIN-8808)

If vehicle Identifier Type of “Load Order” is not passed in the <CommodityMovementWeightInformation> <CommodityMovementActualWeightInformation> <WeightCertificate> <WeightCertificateDetail> <VehicleIdentification> <VehicleIdentifierType> but “Contract” is sent, the system will assign the < VehicleIdentifier> “Contract Number” to the shipment if the contract number exist in the system and the XML specifies a delivery period within the user area <UserArea> <IRTicketUserArea> <IRDeliveryPeriodID>.

Changes to Excel Shipment Import 01

The Excel Shipment Import 01 adaptor has been updated to pass a contract number and contract delivery period when creating the AgXML 4.0 Shipment Import XML (CIN-8335)

If a contract number and delivery period reside in the excel spreadsheet, the contract it will be placed within the XML as a Vehicle Identifier Type of “Contract” in <CommodityMovementWeightInformation> <CommodityMovementActualWeightInformation> <WeightCertificate> <WeightCertificateDetail> <VehicleIdentification> <VehicleIdentifierType> Contract <VehicleIdentifier> “Contract Number.” The delivery period will be placed in the user areas <UserArea> <IRTicketUserArea> <IRDeliveryPeriodID>.

This chapter describes miscellaneous enhancements made to CINCH Grain and CINCH Sales.

This chapter contains the following sections:

Changes to Board Ticker Lookup

The Board Ticket Lookup window has been enhanced to display/restrict tickers based on the item selected within the transactional windows. (CIN-8526)

The following transactional windows have been adjusted.

1. Ticket Assembly Move

2. Assembly Transfer Entry

3. Borad Ticker Lookup

4. Delivery Period Maintenance (Delivery Period Ticker Entry)

5. Item Daily Price

6. Shipment Spot Contract Price Entry

7. Options Price Schedule Entry

8. Futures Price Schedule Entry

9. Purchase Contract Amendment Entry

10. Purchase Contract Delivery Amendment

11. Purchase Contract Delivery Entry

12. Purchase Contract Entry

13. Contract Overrun

14. Purchase Contract Price Amendment

15. Purchase Contract Roll

16. Purchase Contract Mass Roll

17. Sales Contract Amendment Inquiry Zoom

18. Sales Contract Amendment

19. Sales Contract Sub-Item Price Amend

20. Sales Contract Entry

21. Sales Contract Price Entry

22. Sales Contract Price Setup

23. Spot End of Day

24. Scale Ticket Apply Entry

25. Ticket Price Entry

26. Trade Options Exercise

27. Trade Options Exercise

28. Direct Shipment-Single Ticket

29. Trade Roll

Changes to Bulk Shipment Entry

Seal numbers will now be transferred to the Bulk Ticket when a shipment is marked as a direct shipment. (CIN-8999).

Open Bulk Shipping Entry.

1. Direct Shipment

   1. If seal numbers exist on the bulk shipment, they will be rolled down to the created or selected unposted bulk ticket.

   2. Seal numbers will not roll down if the linked Inbound Ticket is posted.

Changes to Bulk Shipment Invoicing

The scrolling window within Bulk Shipment Invoicing has been expanded to include the Shipment Number and Car Number in the first line. (CIN-8778)

Open Bulk Shipment Invoicing

1. Shipment Number

   1. Displays the Shipment Number and is not editable.

   2. Zoom opens the Bulk Shipment Inquiry Zoom window with selected Shipment’s information.

2. Car Number displays the Car Number assigned to the shipment and is editable.

Changes to Contract Underfill Void

Contract Underfill Void now allows a user to void an underfill with a payable or receivable transaction if those transactions have been voided within GP. Previously, underfills could only be voided if they did not have a payable or receivable transaction linked to the underfill. (CIN-4579)

Changes to Credit Reports

Changes have been made to the Credit Reports window to allow the reports to be exported to MS Excel (CIN-9007).

Open the Credit Reports window.

1. Select the Destination for the report.

   1. Printer

   2. Screen

   3. Export to Excel

Changes to Customer Extensions Maintenance

A Program Schedule field has been added to the Customer Extensions Maintenance window (CIN-9101).

Open Customer Extensions Maintenance

Program Schedule, if entered will default into the Sales Contract Entry window once a customer is selected.

Changes to Customer Summary Inquiry Setup

Customer Summary Inquiry Setup has been enhanced with default setting options for the Customer Summary Inquiry window (CIN-8630).

Open Customer Summary Inquiry Setup

1. Position

   1. Unchecked, default setting, the Position checkbox will be unmarked within the Customer Summary Inquiry.

   2. Checked, the Position checkbox will be marked within the Customer Summary Inquiry.

2. Grain

   1. Unchecked, default setting, the Grain checkbox will be unmarked within the Customer Summary Inquiry.

   2. Checked, the Grain checkbox will be marked within the Customer Summary Inquiry.

3. Sales

   1. Unchecked, default setting, the Sales checkbox will be unmarked within the Customer Summary Inquiry.

   2. Checked, the Sales checkbox will be marked within the Customer Summary Inquiry.

4. Delivery Details

   1. Unmarked and disabled by default.

   2. Enabled only when the Grain Checkbox is marked.

      1. Unchecked default setting Delivery Details checkbox will be unmarked within the Customer Summary Inquiry.

      2. Checked, the Delivery Details Checkbox will be marked within the Customer Summary Inquiry.

Changes to Document Utility

Users can now reverse a shipment within Document Utility without having to manually remove the sales contract (CIN-8739).

Changes to Inbound Scale Ticket Entry

Inbound Scale Ticket Entry’s Ticket Number will not be identified until a user selects a field within the window. (CIN-8801)

Open Inbound Scale Ticket Entry

Ticket Number is now generated when the user clicks on any field within the window.

Changes to Inbound Ticket Reports

Ten Inbound Scale Ticket Reports have been updated with the ability to restrict by Site. The new functionality allows users to print reports subtotaled by site when multiple sites are selected in the range and pulls for all sites in the selected branches when no sites are selected. (CIN-4739)

Printing an Inbound Ticket Reports

Open the Inbound Scale Ticket Reports window.

1. Select the report and site to print.

   1. Scale Tickets By Owner- Summary

   2. Scale Tickets By Customer - Summary

   3. Scale Tickets By Number - Summary

   4. Scale Tickets By Number - Detail

   5. Scale Tickets By Customer - Detail

   6. Scale Tickets By Ship Method

   7. Scale Tickets By Farm & Field

   8. Unapplied Scale Tickets

   9. Unposted Scale Tickets

   10. Scale Tickets By Owner - Detail

Changes to Manufacturing Entry

Manufacturing Entry has been updated with the ability to roll down the Default Site value entered in the header to each line. (CIN-7938)

Open Manufacturing Entry

1. Def. Site, if changed after lines have been written, the system will ask if the change should be rolled to all lines.

   1. Yes

      1. The change will be rolled to all lines. However, if a lot\serial number is assigned to an existing line, the system stops the roll and indicates that the lot\serial number must be removed before a site can be rolled.

      2. New line lines will use the new site.

   2. No, the change will not be rolled but any new lines will default the change.

Changes to Purchase Contract Report Definition

A report definition has been added to the Purchase Contract Report Definition window for contracts that have been deferred. (CIN-8293)

Open Purchase Contract Report Definition

1. Contract Type, Deferred (Not a true Contract Type)

2. Report Name, IRGNDeferredPaymentContract & Hist (both the reports will use the same report definition)

3. IRReportText1, IRReportText2, IRReportText3 and IRReportTest4 are each a 32k text field. Using Report Writer user can drag these text fields to the defined contract report.

4. Report Writer

   1. In the Report Definition window for the report to be modified, select the Tables button and make sure that one of the following tables is displayed in the Report Table Relations. If not selected the New button, highlight the table, and select the OK button.

      1. IRGNPurchCtrReportDef (Official Contract Types)

IRGNReportDefinitionTEMP* (Deferred Contract)

1. In the Toolbox window of the report layout, select either IRGNPurchCtrReportDef or IRGNReportDefinitionTEMP* and drag and drop IRReportText1, IRReportText2, IRReportText3 and IRReportTest4 into the report layout.

2. If an IRReportText field is placed in either the report footer or page footer the Display type must be set to Data.

Changes to Purchase Contract Reports

New restrictions called Settled and Unsettled have been added to most of the Purchase Contract Reports (CIN-8991).

Open Purchase Contract Reports

1. New Restrictions based on Contract Status

   1. Contract Status equals Open, Settled and Un-Settled restriction is disabled.

   2. Contract Status equals Closed, Settled and Un-Settled restriction is enabled.

      1. Unsettled checkbox, by default is marked and the system will print All Unsettled Purchase Contracts.

      2. Settled checkbox, by default is unmarked. When marked it will print all the Settled Purchase Contracts.

      3. When both checkboxes are marked, the report will print both settled and unsettled closed Purchase Contracts.

   3. Contract Status equals Both, Settled and Un-Settled restriction is enabled.

      1. Unsettled checkbox, by default is marked. When marked will print All Unsettled Open and Closed Purchase Contracts.

      2. Settled checkbox, by default is unmarked. When marked will print all the Settled and closed Purchase Contracts.

      3. When both checkboxes are marked will print all the Purchase Contracts.

   4. Disabled for below mentioned reports.

      1. Contract by delivery date-UnPriced-Detail.

      2. UnPosted Contracts.

      3. UnPosted Contract Pricings.

      4. Contract Supplementals.

Changes to Purchase/Inbound User Setup

Purchase/Inbound User Setup’s Retain Ticket Discount Schedule setting has been updated to restrict the retention by user and site. (CIN-8326)

Open Purchase/Inbound User Setup

1. Retain Ticket Discount Schedule

   1. Checked

      1. Enables the expansion button which opens the User Site Setup window. Allowing the user to further restrict the retention of a ticket’s discount schedule based on user and site.

1. User defaults to the current user.

2. Site, defaults to the current site.

3. Retain Ticket Discount Schedule works in conjunction with the Retain Ticket Discount Schedule checkbox on the Purchase/Inbound User Setup.

   1. Checked, retain Ticket Discount Schedule checkbox on the Purchase/Inbound User Setup is also checked. The discount schedule will be retained when the User, Site and grade combination is used and the same checkbox in Purchase/Inbound User Setup is checked. Meaning, both checkboxes need to be selected for this feature to work.

   2. Unchecked, the discount schedule will NOT be retained when the User, Site and grade combination is used and the same checkbox in Purchase/Inbound User Setup is checked.

1. The system will not override/change the Inbound Scale Ticket’s Discount Schedule in the following windows.

   1. Inbound Scale Ticket Entry – when an assembly is applied.

   2. Assembly Apply Entry – when ticket is inserted into the applied window &/Or the ticket is unapplied.

   3. Assembly Transfer Entry – when the process button is selected.

   4. Assembly Transfer Reverse – when the process button is selected.

   5. Scale Ticket Apply Entry – when the Apply or Spot button is selected.

   6. Ticket Assembly Move – when the process button is selected.

Unchecked, current functionality.

Changes to Sales Contract Entry

Sales Contract Entry’s Delivery Period Clock functionality has been enhanced to support multiple freight carriers. (CIN-8521)

Open Sales Contract Entry

Delivery Period Clock is used to quickly create multiple sequential delivery periods. If each period has multiple freight carriers and all carriers will be the same for each period, do the following prior to opening the Delivery Period Clock.

1. Enter the first delivery period’s information, using the full contract quantity for the delivery quantity.

2. Select the Freight Entry button, which opens the Sales Contract Freight Entry window. Enter each carrier’s information, then select OK.

3. Now select the Delivery Period Clock button and proceed as usual. Upon saving the information the system will create multiple delivery periods, and each period will have the same freight carriers. Additional freight carriers can be added to each delivery period separately.

Changes to Sales/Outbound User Setup

The Sales/Outbound User Setup window has been enhanced with two new settings (CIN-8641 & CIN-8984).

Open Sales/Outbound User Setup

1. Invoice by Customer

   1. Unchecked, invoices in Bulk Shipment Invoicing will be created in order of the shipment number.

   2. Checked, default, invoices in Bulk Shipment Invoicing will be created in order of the Customer ID.

2. Always Re-Open Shipment when Deleting Invoice

   1. Unchecked, invoices that are deleted in Sales Invoice Entry or Counter Sales Entry that have shipments attached will receive a warning indicating, “Do you want to RE-OPEN the shipment records associated with this invoice?”

      1. Re-Open, re-opens the shipment records associated with this invoice.

      2. Delete, deletes the shipment records associated with this invoice.

   2. Checked, invoices that are deleted in Sales Invoice Entry or Counter Sales Entry that have shipments attached will NOT receive a warning indicating, “Do you want to RE-OPEN the shipment records associated with this invoice?” the shipments will just automatically be re-opened.

Changes to Scale Ticket Apply Entry

The Scale Ticket Apply Entry window has been updated to better identify information within the Assemblies – By Delivery Date scrolling window and the bottom fields which represent an individual assembly and its contract information (CIN-8427). It has also been updated with a Spot EOD button (CIN-8965).

Open Scale Ticket Apply Entry

1. Assemblies – By Delivery Date scrolling window.

   1. NEW Del Qty displays the delivered quantity for the delivery period.

   2. Avg Price and Open Qty fields have been updated to Del Avg Price and Del Open Qty.

   3. NEW Del Price Qty and Del Unpriced Qty have been added to the expansion line.

2. Assembly/Contract fields

   1. Avg Price has been updated to Ctr Avg Prc.

   2. Open Qty has been updated to Ctr Open Qty and now displays the contract’s open quantity. Previously it displayed the deliveries’ open quantity not the full contract’s open quantity.

3. Spot EOD marks the spot price flag for the selected tickets with a Purchase Disposition and opens the Spot End of Day window.

   1. Available only for unapplied tickets and enabled once the Item and Currency have been selected.

   2. Warnings upon selection:

      1. No record has been selected. Ok, returns user to Scale Ticket Apply Entry.

      2. The Spot End of Day window is already open. Ok, returns user to Scale Ticket Apply Entry. Users will have to close the Spot End of Day window to continue.

      3. This will mark the Spot price flag for the selected tickets, would you like to proceed?

         1. Yes, marks the spot price checkbox on selected ticket(s) and opens the Spot End of Day window.

            1. Tickets selected in the Scale Ticket Apply Entry window will be selected within the Spot End of Day scrolling window.

            2. Previous tickets that match the Commodity and Currency ID will also be displayed but will not be automatically selected.

            3. Users can proceed to price the tickets or close the window to price later.

         2. No, returns user to the Scale Ticket Apply Entry.

Changes to Unit Train Shipment Entry

The Unit Train Shipment Entry window can now import outbound unit trains. (CIN-5432)

Note: There is a separate installation required to use the Outbound Unit Train Shipment Import. Please refer to the installation guide under the optional installations chapter.

Open Outbound Unit Train Shipment Entry

1. Enter the following information before opening the Unit Train Shipment Import Screen.

   1. Unit Number

   2. Customer

   3. Currency ID

   4. Commodity

   5. Batch

   6. Shipping Method/Ship Company

2. Open the Unit Train Shipment Import Screen

1. In the File Path field, enter the location of the Microsoft Excel spreadsheet to be imported.

2. In the Archive Path field, enter the location of an archive directory. When a spreadsheet is imported successfully, the spreadsheet is moved to the archive directory and the date is appended to the filename.

3. Select a Template to read the spreadsheet format.

In the Page field, select a spreadsheet worksheet that contains the information to be imported.

1. Click the Read button to read the spreadsheet information. The individual car information will be displayed in the lines of the scrolling window.

   1. Total Records will display the number of lines to be imported at the bottom of the screen.

   2. Weight Total will display the total weight of all the line to be imported.

2. Click the View Errors button to view any errors that occurred while reading the spreadsheet.

1. Click the Create Tickets button to process the records that have been read and create the individual tickets in the Unit Train Shipment Entry window.

2. Choose Apply to apply the car quantities to the assembly selected.

3. Choose Save to save the outbound unit train information. This will create an outbound shipment for each car entered.

Changes to User Extension Setup

A new setting has been added to the User Extensions Setup window which will automatically post purchase contract Pricing when posting a purchase contract (CIN-8964).

Open the User Extensions Setup window.

1. Auto Post Price with Purchase Contract Posting.

   1. Unchecked, the system, when posting a purchase contract that has pricing, will indicate that contract price records exist and ask the user if they would like to post them now.

   2. Checked, the system, when posting a purchase contract that has pricing, will automatically post existing price records without prompting.

Note: An optional backfill has been created to mark the Auto Post Price with Purchase Contract Posting for all users. Please see the CINCH R18.62.1000 - Install Guide for more information.

This chapter describes an enhancement made to the Purchase Contract Roll & Purchase Contract Mass Roll windows (CIN-8173).

This chapter contains the following sections:

Changes to Purchase Contract Roll

A new checkbox called Post Price has been added to the Purchase Contract Roll window.

Open Purchase Contract Roll

1. Post Price checkbox is disabled when the selected contract is unposted\saved.

   1. Unchecked, System only moves the pricing records to new delivery period, existing functionality.

   2. Checked, the system will post a new price record when rolled, if the price record has a Net Price.

Changes to Purchase Contract Mass Roll

A new checkbox called Post Price has been added to the Purchase Contract Mass Roll window.

Open Purchase Contract Mass Roll

1. Post Price checkbox is disabled when the Roll Type is set to Price Roll.

   1. Unchecked, System only moves the pricing records to new delivery period, existing functionality.

   2. Checked, the system will post a new price record when rolled, if the price record has a Net Price.

This chapter describes an enhancement made to the Daily Position Report. Users will now be able to exclude branches from displaying within the inquiry and the inquiry reports. It will also suppress the closed past 30 days popup warnings (CIN-6565 & CIN-8929).

This chapter contains the following sections:

Changes to Branch Maintenance

A new checkbox called Exclude Branch from DPR inquiry has been added to the window.

Open Branch Maintenance

1. Exclude Branch from DPR Inquiry

   1. Unchecked, the branch will be included in the Daily Position Report Inquiry window and the reports printed from this window.

   2. Checked

      1. The branch will be excluded from the Daily Position Report Inquiry window and the reports printed from this window. All DPR information is still available and can be seen by unmarking this setting.

      2. Warning Message: “DPR Date entered is 30 days past your last closed DPR date.” will be suppressed within the following windows.

         1. Batch Entry - Ticket Type

         2. Shipment Invoice Return Entry

         3. Warehouse Receipt Entry

         4. Grain Shipment Invoicing

         5. DPR Adjustment Entry

         6. Bulk Shipment Invoicing

         7. Bulk Transfer Entry

         8. DPR Correction

         9. Barge Entry

         10. SOE Redeliver

      3. Warning Message: “Ship Date entered is 30 days past your last closed DPR date.” will be suppressed within the following windows.

         1. SOE Settlement Entry

         2. Bulk Shipping Entry

         3. Grain Shipping Entry

         4. Barge Entry

Note: Transactions will only posted if the DPR Date is open.

Changes to Daily Position Report

Branches that have Exclude Branch from DPR Inquiry marked within Branch Maintenance window will no longer display information within the Daily Position Report Inquiry or print within its reports (CIN-8908). All DPR information is still available, it just will not be displayed within this window or be printed within the reports.

Open Daily Position Report

1. The Transaction Branch Lookup window, opened by drilling down on the region/branch, will only display branches that are not marked as Exclude Branch from DPR Inquiry.

2. The Branch Lookup window, open via the Branch Range, From and To buttons, will only display branches that are not marked as Exclude Branch from DPR Inquiry.

3. Drill downs on the column headings will only display transactions for branches that are not marked as Exclude Branch from DPR Inquiry.

4. The Audit Report (IRGNDPRAudit), DPR (IRGNDPRSummary), Audit Report with Options (IRGNDPRAudit), Daily Position Report Summaries (IRGNDPRDailySummary, IRGNDPRDailySummaryStorage, IRGNDPRDailySummaryCompanyOwnded) will only display information for branches that are not marked as Exclude Branch from DPR Inquiry.

This chapter describes an enhancement that allows users to mark assemblies from being re-averaged (CIN-3555).

This chapter contains the following sections:

Changes to Assembly Entry

A new checkbox called Do Not Average Grades has been added to the window.

Open Assembly Entry

1. Do Not Average Grades

   1. Unchecked, default, assembly will be available for selection in the Assembly Average Grades window.

   2. Checked

      1. Assembly will not be available for selection in the Assembly Average Grades window.

      2. A warning message will be displayed in the below windows upon selection of the assembly indicating that the assembly has been mark as “Do Not Average Grades.”

         1. Assembly Apply Entry

         2. Scale Ticket Apply Entry

         3. Ticket Assembly Move

         4. Ticket Split Entry

         5. Scale Ticket Entry

         6. Bulk Ticket Entry

         7. Assembly Transfer

Changes to Assembly Average Grade

A new button called Lock Averaging has been added to the window.

Open Assembly Average Grades

1. Assembly, assemblies marked as “Do Not Average Grades” cannot be entered or selected within this field.

2. Assembly Expansion, which opens Assembly Select will not display assemblies marked as “Do Not Average Grades”

3. Lock Averaging

   1. Disabled by default.

   2. Enabled only after Calculate Averages button has been pressed and when selected, the system marks the Do Not Average Grades checkbox for each selected assembly/ticket combination within the Average Grades scrolling window.

This chapter describes multiple enhancements made to the Freight Charge Matching functionality.

This chapter contains the following sections:

Changes to Freight Setup

Freight Setup has been modified to include two new settings called Move Freight Password (CIN-8804) and Require Ticket Number (CIN-8789).

Open Freight Setup

1. Move Freight Password, enter a password. If a password exists users will need to enter this password to move freight transactions from one ship company to another in Freight Charge Matching Entry.

2. Require Ticket Number

   1. Checked prevents a freight matching record from being created when a purchase load order is saved.

   2. Unchecked, a freight matching record will be created when a purchase load order is saved allowing users to pay freight prior to receiving inventory.

Changes to Freight Charge Matching Entry

Freight Charge Matching Entry has been enhanced to allow the ability to link an existing voucher rather than creating a new payable voucher (CIN-8366) as well as move freight transactions (CIN-4931, CIN-8804 & CIN-8718).

Open Freight Charge Matching Entry

1. Voucher No.

   1. A voucher that is in work, open or history status can be manually entered. A message has been added when selecting Voucher No. Lookup allowing the user to choose to view unposted (work), posted (open), or paid (history) vouchers.

   2. Voucher No. Zoom will open Payables Transactions Entry Zoom for selected Voucher No.

   3. Payable Batch, Vendor Invoice #, Invoice Desc, and Vendor Invoice Date fields will be disabled once a voucher is selected. Displayed information within these fields will come from the selected voucher.

   4. The Create Individual Invoice checkbox will be unchecked and disabled once a voucher is selected.

   5. Create a check on the Fly checkbox will only be enabled for unposted (work) vouchers.

2. Shipping Method, enter a shipping method to which selected freight records will be “moved to.” After selection, the Move button will be enabled.

3. Scrolling Window

1. Vehicle License # and Vehicle Driver fields have been moved to the first column of fields.

2. Freight Rate U of M displays the Freight Rate UofM used within the transaction.

3. Per Unit Rate field has been renamed Freight Rate Per Unit.

1. Move Button, enabled only when a Shipping Method is selected.

   1. Allows the selected records to be moved to a different Shipping Company. System will warn and not move records if a matching record already exists within the “move to” shipping method.

   2. The move moves only the freight records, it does not update the linked transactions, and it only moves document details. Freight amounts will not be moved.

   3. Password protected, if a password has been entered in the Move Freight Password field of the Freight Setup window a password must be entered to move freight records.

Changes to Freight Reports

Four freight reports have been updated to include either or both the freight quantity and freight rate unit of measure. (CIN-8722)

Changes to Freight Inquiry

The Freight Inquiry has been enhanced to reprint the Freight Remittance report (CIN-8828).

Open the Freight Inquiry window.

Print button is enabled only when the range is set to Voucher and the same voucher number is selected in the From and To fields. It will print the IRCSFreightMatchingSelected report. This is the same report that prints in Freight Charge Matching Entry prior to posting.

This chapter describes the new CINCH Mass Customer E-Mail Options and Mass Vendor E-Mail Options windows that have been added to Dynamics GP’s Customers & Vendors list options. Use these new windows to mass assign CINCH e-mail settings to multiple customers and/or vendors (CIN-4877).

This chapter contains the following sections:

New CINCH Mass Customer E-mail Options

Mark the customers that you want to set up/change e-mail options.

Open CINCH Mass Customer E-mail Options

1. Select to send documents as attachments or embed documents in the body of e-mail messages.

2. If you are attaching documents, you can select to attach multiple documents per e-mail and set a maximum file size for the documents.

3. Mark the documents you want to send by e-mail. To select all documents, mark the Enable option. You can select a default message ID for each document and then select the format that you want to send the document in.

4. If a document is unmarked, it cannot be sent in e-mail. The documents available to send depend on the documents selected in the CINCH Mass Customer E-Mail Options window.

5. If you did not select a message ID for the document type in the CINCH Mass Customer E-mail Option window, this field is blank.

6. The file formats available to send attachments depend on the formats you selected in the Company E-mail Setup window.

7. Before you can send documents as DOCX, PDF, or XPS attachments, the Word template for the document must be enabled in the Template Configuration Manager window. Standard reports (reports generated by the Report Writer engine) are sent when you send documents as HTML attachments.

8. Choose OK to save your entries and to close the CINCH Mass Customer E-mail Options window.

New CINCH Mass Vendor E-mail Setup

Mark the vendors that you want to setup/change e-mail options.

Open CINCH Mass Vendor E-mail Options

1. Select to send documents as attachments or embed documents in the body of e-mail messages.

2. If you are attaching documents, you can select to attach multiple documents per e-mail and set a maximum file size for the documents.

3. Mark the documents you want to send by e-mail. To select all documents, mark the Enable option. You can select a default message ID for each document and then select the format that you want to send the document in.

4. If a document is unmarked, it cannot be sent in e-mail. The documents available to send depend on the documents selected in the CINCH Mass Vendor E-Mail Options window.

5. If you did not select a message ID for the document type in the CINCH Mass Vendor E-mail Option window, this field is blank.

6. The file formats available to send attachments depend on the formats you selected in the Company E-mail Setup window.

7. Before you can send documents as DOCX, PDF, or XPS attachments, the Word template for the document must be enabled in the Template Configuration Manager window. Standard reports (reports generated by the Report Writer engine) are sent when you send documents as HTML attachments.

8. Choose OK to save your entries and to close the CINCH Mass Customer E-mail Options window.

This chapter describes an enhancement to the shipment advance process. Users can now create an advance on either a unit train or a sales contract (CIN-5145).

This chapter contains the following sections:

Changes to Shipment Advance Entry

Shipment Advance Entry has been modified to allow advances against a unit train OR a sales contract.

Open Shipment Advance Entry

1. Unit Number when selected will populate the scrolling window with associated grain shipments and will disable the Contract Number field.

2. Contract Number when selected will disable the Unit Number, Advance Percentage, and Exact Amount fields.

   1. Only posted Contracts can be advanced.

   2. No restrictions have been placed on the Advance Amount.

   3. Contract advances are not based on previous shipments and previous shipments will not be displayed in the scrolling window.

   4. Only the Advance Summary print option is available for sales contract advances. This report prints the Advance Request (IRGNShipAdvRequest-Summary).

Changes to Grain Shipment Invoicing

Grain Shipment Invoicing has been enhanced to allow contract advances to be applied to customer invoices.

Open the Load Shipment Invoicing window.

1. Unit Train Advances section has been renamed to Shipment Advances.

   1. If a Unit Train is selected and it has received shipment advances, the advance amounts will be displayed in the Shipment Advances section.

   2. If a customer is selected an icon (

      Open

      

      ) will be displayed next to the Shipment Advances field indicating that advances are available for selection.

   3. The Shipment Advance expansion button opens the Shipment Advances window and shows the details of the shipment advance(s).

      1. Unit Train Advance - The system will automatically select the full amount, but the Apply Amount is editable.

      2. Contract Advance - The system will not automatically select amounts to be applied. It will be up to the customer to select the advances and the amounts to apply. There is no validation of the contract number and the shipments the advance will be applied to.

   4. When the Process button is selected, document level prepay will be applied to the created CINCH Invoice.

Changes to Shipment Advance Inquiry

The Shipment Advance Inquiry Range has been updated to include Contract and Contract Number and Unit Train Number have been added to the scrolling window.

Open Shipment Advance Inquiry

1. The Range restrictions have been updated to include Contract.

2. Scrolling Window:

   1. Contract Number displays the contract number for the advance.

   2. Unit Train Number displays the unit number for the advance.

This chapter describes the option to inactivate farms and fields (CIN-9122).

This chapter contains the following sections:

Changes to Farm Maintenance

An inactive column has been added to the scrolling window. Farms cannot be inactivated if one or more contracts, loads, vendors, tickets or assemblies that are in an open status are tied to the Farm ID.

Open Farm Maintenance

1. The scrolling window is used to assign multiple farms to a Customer/Supplier/Vendor.

   1. Inactive

      1. Marked, the farm will not appear within farm lookups or farm dropdowns.

      2. Unmarked, the farm will appear within farm lookups or farm dropdowns.

Changes to Field Maintenance

An inactive column has been added to the scrolling window. Fields cannot be inactivated if one or more contracts, loads, vendors, tickets or assemblies that are in an open status are tied to the Field ID.

Open Field Maintenance

1. The scrolling window is used to assign multiple fields to a farm.

   1. Inactive checkbox

      1. Marked, the field will not appear within field lookups or field dropdowns associated with the farm.

      2. Unmarked, the field will appear within field lookups and field dropdowns associated with the farm.

Changes to Farm and Field Lookup

The restriction selection of farms and fields can be further restricted within the Farm or Field Lookup windows. Users can display Active, Inactive or Both (Inactive and Active) farms and fields.

Open Farm or Field Lookup

1. Active, default setting, displays only active farms or fields.

2. Inactive displays only inactive farms or fields.

3. Both display both active and inactive farms or fields.

This chapter describes an enhancement made to purchase contracts. Users now can override the purchase contract number (CIN-9103).

This chapter contains the following sections:

Changes to Document Number Setup

Document Number Setup has been updated only for the Modules of Purchase Contract, Spot Contract, Cash Contract, Price Later Contract, Basis Contract, Futures Fixed Contract, Min Price Contract and Other Contract. This change allows users to manually enter contracts numbers.

Open Document Number Setup

1. Allow Manual Document Number checkbox is available only if the Module is set to Purchase Contract, Spot Contract, Cash Contract, Price Later Contract, Basis Contract, Futures Fixed Contract, Min Price Contract and Other Contract and is hidden for all other Modules.

   1. Checked users can manually enter any combination of contract number and override the defaulted contract number.

   2. Unchecked, default, purchase contract number cannot be overridden. Users must accept the default.

Changes to Purchase Contract Entry

Purchase Contract Entry has been updated to allow the manual override of the default purchase contract number if Allow Manual Document Number is selected in Document Number Setup.

Open Purchase Contract Entry

Contract Number will automatically display a contract number. However, if Allow Manual Document Number is selected in Document Number Setup a manual number can be entered. If the number already exists, the system will display it.

This chapter describes an enhancement made to Inbound Scale Tickets. The tickets can now be split between multiple farms and fields (CIN-6384).

This chapter contains the following sections:

Changes to Inbound Scale Ticket Entry

The farm, field, crop year and zone added to a scale ticket will now roll to the ticket detail allowing users to split the detail and select different farm and field information for each detail.

Open the Inbound Scale Ticket Entry window.

1. Farm, Field, Crop Year and Zone

   1. Initial Tickets (unsaved tickets) will roll this information into the ticket detail.

   2. Saved Tickets

      1. Single ticket detail exist (Detail Status displays **Detail Exists), the fields will be enabled, and changes will move to the ticket detail upon saving.

      2. Multiple ticket details exist (Detail Status displays **Mult details exist.), the fields will be disabled. If changes are needed users will have to make them in Ticket Detail Entry.

   3. Tickets with multiple farm and field information, not just multiple ticket detail lines, will display **Multiple Farm/Field exist above the Farm field.

Changes to Ticket Detail Entry Window

The farm, field, crop year and zone added to a scale ticket will now roll to the ticket detail allowing users to split the detail and select different farm and field information for each detail.

Open Ticket Detail Entry

1. Farm, Field, Crop Yr/Zn have been added to the scrolling window. The field values may first default from the ticket or then the assigned assembly but can be changed.

2. Assemblies will not roll to split lines manually created and must be assigned in Assembly Apply Entry or Scale Ticket Apply Entry.

Changes to Scale Ticket List by Farm and Field Report

Additional information has been added to the Scale Ticket List by Farm and Field report.

Open Scale Ticket List by Farm and Field Report

Ticket Gross, Ticket Net and Detail % information has been added to the report.

This chapter describes an enhancement for users to invoice fuel rates and percents along with freight rates to the customer. (CIN-4734).

This chapter contains the following sections:

Changes to Invoice Freight Amount Entry

The Invoice Freight Amount Entry window has had additional fields added to it to invoice fuel charges along with freight rates.

Open Invoice Freight Amount Entry

1. Enter Fuel Rate and select if the rate is Per Load, Per Net Unit, or Per Gross Unit.

2. Enter Fuel Percentage.

Changes to Load Freight Invoice Entry

The Freight Invoice Entry window opened via the Load Order Entry or Load Generator windows has been renamed to Load Freight Invoice Entry to better identify the window. Fuel fields have also been added.

Open Freight Invoice Entry

1. Enter Fuel Rate and Fuel UOM (Per Load, Per Net Unit, or Per Gross Unit)

2. Enter Fuel Percentage.

3. Fuel Total = Quantity * Fuel Rate * Fuel Percentage

4. Freight Invoice Total = Freight Total + Fuel Total

Changes to Shipment Freight Invoice Entry

The Freight Invoice Entry window opened via the Bulk or Grain Shipment Entry windows has been renamed to Shipment Freight Invoice Entry to better identify the window. Fuel fields have also been added.

Open Shipment Freight Invoice Entry

1. Enter Fuel Rate.

2. Select if the rate is Per Load, Per Net Unit, or Per Gross Unit.

3. Enter Fuel Percentage.

4. Fuel Total = Quantity *Fuel Rate * Fuel Percentage

5. Freight Invoice Total = Freight Total + Fuel Total

New Windows

New Reports

New Tables

Changes that may affect Reports or Data

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