CINCH Sales/Seed Software
System Manual
Version 18.3 M2
December 2019

Introduction
What's in this manual?
Symbols and conventions
Additional resources
Part 1: Setup & Cards
Chapter 1: Company Setup
Multicurrency
Web Client
General Setup Options
Region & Branch Maintenance
Document Number Maintenance
Chapter 2: Inventory Setup
Products
Hazardous Descriptions
Manufacturers
Container Maintenance
Schedule F Categories
Additional Item Information
Build on Sale Item
Chapter 3: Sales Setup
Sales User Setup
Sales Setup
Price Setup
Prepay Setup
Sales Contract Price Setup
Credit Limit Setup
Payment Terms Setup
Vendor Return Setup
Sales Split Maintenance
Licenses
Sales Discount Maintenance
Field & Farm Setup
Additional Customer Information
Setting up Item Long Short
Additional Salesperson Details
Customer – Vendor Linking
Tank Maintenance
Reporting Cost Adjustment Setup
Certificate of Analysis (COA) Setup
Email Documents Setup
Chapter 4: Shipping Setup
Vehicle Maintenance
Quadrant Entry
Chapter 5: Integration Setup
CDMS
AgWorks
Petroleum Import, XML, Meppel, and AgriMine Export
Feed Mill Management (FMM)
Greenbook Integration
Chapter 6: Lot Analysis Setup
Lot Analysis Setup
Lot Analysis ID Maintenance
Lot Analysis Cross Reference
Lot Analysis Sequence Entry
Part 2: File Maintenance
Chapter 7: Table Utility
Chapter 8: Number Void/Recovery
Part 3: Utilities

Introduction

This information was current as of December 2019. Refer to the ReadMe/What's New documents accompanying updates for the most updated information about CINCH Software.
This introduction is divided into the following sections:
 What's in this manual?
 Symbols and conventions
 Additional Resources

What's in this manual?

This manual introduces the user to CINCH Software Process Manufacturing and presents important information on using the system. It is divided into the following parts:
 Part 1: Setup & Cards. Explains how to setup various features of CINCH Sales/Seed. Examples: Branches, discounts, and prepays.
 Part 2: File Maintenance. Explains how to use file maintenance options needed for updating or retrieving voided data.
 Part 3: Utilities. Explains how to run various utilities to reconcile totals in various parts of the CINCH Sales system.

Symbols and conventions

This manual uses the following symbols and conventions to make specific types of information stand out.

The conventions table explains how we refer to chapter, sections, acronyms, and other information in the document.

For Information on common button functionality (Save, Clear, Delete, Notes, etc.), please refer to the Microsoft Dynamics™ GP System User's Guide Manual, Page 30-36.

Additional resources

Use the following tools to learn how to use Microsoft Dynamics™ GP & CINCH Sales/Seed. Many of the documentation resources are provided in online format, either as an online help file or as an Adobe Acrobat .PDF file.

To learn about Microsoft Dynamics™ GP

Use Microsoft Dynamics GP Orientation Training (Help >> Orientation Training) to learn more about Microsoft Dynamics GP, an overview of accounting, how to move around in Microsoft Dynamics GP, and how to perform basic procedures in each module.

To complete day-to-day tasks

Use the online help for Microsoft Dynamics GP (Help >> About This Item, or press F1) to view context sensitive assistance about windows, fields, alert messages, and procedures. The user can also choose the help icon button in each window. Use the online manual (Help >> Printable Manuals) to view the printed manuals online in Adobe Acrobat .PDF format or see other documentation information (Help >> Documentation Online) for more resources.

Part 1: Setup & Cards

This part of the documentation describes what to do to set up CINCH Sales/Seed system wide information. These tasks generally need to be completed only once, but the user can refer to these instructions at other times to modify or view existing entries. This information includes the following topics.
 Chapter 1: Company Setup – This chapter explains how to customize information for each of the companies running CINCH Sales/Seed, including regions, and branches.
 Chapter 2: Inventory Setup – This chapter explains how to customize information for each of the inventory items within each company running CINCH Sales/Seed, including additional item.
 Chapter 3: Sales Setup – This chapter explains how to setup information necessary to start the sales process including prepays, licensing and sales discounts, etc.
 Chapter 4: Shipping Setup – This chapter explains how to setup information used to aid the shipping process, including shipping quadrants and vehicle information.
 Chapter 5: Integration Setup – This chapter explains how to setup the system to integrate with other software products, including CDMS and AgWorks.
 Chapter 6: Lot Analysis Setup – This chapter explains how to setup the system to work with lot numbers.

Chapter 1:Company Setup

This chapter explains how to customize information for each of the companies running CINCH Sales/Seed. The chapter is divided into the following sections.

• Multicurrency – This section describes Multicurrency.
• Web Client. This section describes Dynamics GP's Web Client.

 General Setup Options – This section shows how to set defaults, both posting and branch/region account modifications, and reason codes to complete product returns or branch transfers.
 Region & Branch Maintenance – This section shows how to support multiple regions and multiple branches within each region and to transfer inventory from one branch to another.
 Document Number Maintenance – This section shows how to provide a unique sequential audit trail control for all the transactions generated.

Multicurrency

This section describes Multicurrency.
This section is divided into the following procedures:
 Multicurrency Overview
 Multicurrency within Cinch

• Areas not included in Multicurrency

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Multicurrency OverviewD2HML|C1H Manual

Currency records track information about how the currency will be used in Microsoft Dynamics GP, as well as how it appears in windows and on reports. Refer to Microsoft Dynamics GP System Setup Manual on setting up multicurrency.
The Currency list button on windows changes the currency view allowing multicurrency transactions to be viewed in the originating or the functional currency. The button will only display on Cinch windows if Cinch Multicurrency is enabled.
Shortcut buttons to view currencies are:

• View Functional Currency = CTRL + U
• View Originating Currency = CTRL + O
• View Reporting Currency = CTRL + R

Multicurrency within Cinch

• With the addition of the Multicurrency, it is required that the Functional Currency on GP's Multicurrency Setup window be defined (Tools>Setup> Financial>Multicurrency).
• GP's Multicurrency Setup window is used to specify functional and reporting currencies for each company.
  • Functional currency is the primary currency the company uses for maintaining accounting records.
  • Reporting currency is used to convert functional currency amount to another currency on inquiries and reports.
• To Enable Cinch multicurrency, mark the Enable Multi-Currency checkbox within the General Setup window (Tools>Setup>Cinch>General Setup). This will activate both the Currency ID field and Multicurrency List Icon within Cinch windows.
  • Enabled
    • Currency ID will default from the Customer Maintenance Options, but is editable. If the customer does not have a currency defined, user will be required to select one.
    • Multicurrency List Icon will allow the user to toggle between functional and originating currencies.
  • Disabled
    • Currency ID will default to the Functional currency defined in Multicurrency Setup.
    • Multicurrency List Icon will not display.
• Posting Setup
  • Mark Include Multicurrency Info checkbox within GP's Posting Setup window. Posting journals printed as part of the posting process will include both originating and functional values; reprinted posting journals won't include multicurrency information.
• Exchange Rate
  • The Exchange Rate is captured when a transaction is created.
  • When a transaction is processed that generates a GL transaction, the system will capture and lock the cost and exchange rate based on the transaction date (example scale ticket posting).
  • Further processing of a transaction (example processing a settlement) will capture and lock the cost and exchange rate based on the transaction date and a realized gain/loss will be calculated between the transaction costs due to the exchange rate.
• Ticket Owner Spot Price
  • Within the Ticket Owner for a Split Scale Ticket, Spot Price will inherit the currency from the ticket. If user needs to spot a split partner in a different currency the contract will have to be manually created then applied.
• When Multi Currency is enabled, Freight Matching records will only be created if the Vendor ID associated to a Shipping Method has a default Currency ID defined.
• Commodity Trading
  • The Currency ID will default from the selected Broker and the Exchange Rate is captured when a transaction is created.
  • Trades will capture matching exchange rate based on the Matching Date to calculate the functional values for the General Ledger transactions.
  • Long Short Reconcile and Long Short Reconcile Inquiry will display originating values.
  • Item Long Short Inquiry will display functional values.
  • Long Short Inquiry, Detail inquiries will display functional values.
• Mark to Market
  • Mark to Market Reports have not changed.
    • The following information has been added to the temp table, IRGNMarkMarketLINETEMP, which will allow a multicurrency user to create or modify a report:
      • IROrigContractPrice – The originating value of the contract at the time it was entered.
      • IRNewContractPrice – The new functional value of the contract at the time the Price Schedule was entered.
      • Currency ID – The Currency ID on the Contract.
      • Currency Index – The Currency Index on the Contract.
      • Exchange Rate – The new Exchange Rate at the time the Price Schedule was entered.
      • IRCtrExchangeRate – The Exchange Rate at the time the Contract was entered.
      • Prices that are calculated and stored in the table are based on the Weight UOM from the item.
• Cinch Reports have been updated as follows:
  • Values will be displayed in the originating value entered on the transactions.
  • Reports that subtotal a value will be subtotaled by Currency ID.
  • If reports do not subtotal a value the Currency ID will be displayed on the transaction line so the user will be able to distinguish between currencies.
  • To bring multiple currencies to a common value, all totals except the Currency Totals, will be displayed in Functional Currency.
  • The following reports currently have not been updated with multi-currency information.

Areas Multicurrency is not Included

Below are areas of Cinch were multicurrency is currently not included.

1. Option Price Schedule Entry (Transactions>Cinch Grain>Commodity Trading>Option Price Schedules)
2. Assign Shipments – (Transactions>Cinch Grain>Sales\Outbound>Assign Shipments)
3. RCA Functionality
4. RFD Markup Maintenance – (Cards>Cinch Sales>RFD Markup Maintenance)
5. Uninvoiced Shipments – (Transactions>Cinch Grain>Sales\Outbound>Uninvoiced Shipments)
6. Credit Limit Inquiry – (Inquiry>Cinch Sales>Credit Limit Warning)
7. Credit Limit Override Inquiry – (Inquiry>Cinch Sales>Credit Limit Override Inquiry)
8. Customer Balance Inquiry – (Inquiry>Cinch Sales>Customer Balance)
9. Bookings Inquiry List – (Inquiry>Cinch Sales>Booking Inquiry)
10. Item Long Short Inquiry, currency portion displays functional values.
11. Purchase Load Inquiry – (Inquiry>Cinch Grain>Sales/Outbound>Purchase Load Inquiry)
12. Shipment Invoicing, by design will not support multicurrency.

Web Client

This section describes Dynamics GP's Web Client.
This section is divided into the following procedures:
 Web Client Overview
 Web Client Known Issues
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Web Client Overview

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Cinch supports Dynamics GP's Web Client 2015.
Web Client uses the navigation panes to access windows, since Manufacturing and Cinch Seed do not have navigation panes the user will need to add each window to Quick Links on the Home Tab.
Keyboard short cut for Lookup within the web client is Alt Ctl L.

Web Client Know Issues

Web Client Known IssuesD2HML|C1H Manual

Below are known issues when using Web Client with CINCH.

1. The keyboard short cut for Lookups within scrolling windows can clear the window instead of opening the lookup window.
2. The Export to Microsoft Excel feature is not supported within Cinch.

General Setup Options

This section shows how to set defaults, both posting and branch/region account modifications, and reason codes to complete product returns or branch transfers. This section is divided into the following procedures:
 Selecting General Setup Options
 Selecting User Posting Modifications

• Selecting User Preferences
• Setting up a Limited User

 Adding a Reason Code

• Adding Company Location Details MulticurrencySetup

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Sales Setup & Cards

General Setup Options

Selecting General Setup Options

1. Open the General Setup window to set defaults.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>General Setup)
The use of most defaults is completely optional. If it is decided not to use these functions the user still need to open and close the General Setup window in order for the system to recognize that the user opted not to select defaults.

All of the fields except for Branch & Region Segment, Salesperson Segment, Cust/Vendor Segment, Enable Branch Security, Enable Unit Account in Outbound Setup, and the User Defined Prompts are for CINCH Grain. Please refer to the CINCH Grain System Manual or contact customer support for more information.

1. Basis – See the Grain Software Procedure Manual for more information.
2. Ticket Cost – See the Grain Software Procedure Manual for more information.
3. Excel Export Path, defines the path the Excel Export file will be saved:
   • Dictionary when selected will export file will be saved to the Dynamics, Data folder. When not defined this is the default path.
   • User Temp when selected the export file will be saved to the users Local Temp folder.
4. Ticket Gross Cost Posting, Allow Cross Branch Ticket Apply, Cross Customer Purch Contract, Cross Customer Sales Contract and User Cross Branch GB – See the Grain Software Procedure Manual for more information.
5. Enable Multi-Currency checkbox when marked will enable multicurrency within the Cinch windows.
6. Enable Branch Security – See the Grain Software Procedure Manual for more information.
7. In the Branch Segment field and the Region segment field, enter the account segment to be used to make account numbers specific to a branch or region.

CINCH Sales/Seed's account modification system functions like Microsoft Dynamics GPs' site account modification system. Microsoft Dynamics GPs' site account modification works with site IDs and allows tracking currency amounts for a specific site. CINCH Sales/Seed's works with branch and region IDs, which allows tracking currency amounts for a specific branch and/or region.
The CINCH Sales/Seed system will not allow the user to select the same account segment ID for a branch and region but it will allow the user to select the same account segment ID attached to a site. If this happens, the segment ID attached to the site will take precedence over the segment ID attached to either the branch or region. For example, both the branch segment ID and the site segment ID are setup to modify segment 3. User enters a transaction that will affect Inventory. The default account number in use is 001-1300-00. The branch account segment is 10 and the site account segment is 30. The system would first modify the account using the branch resulting in Account 001-1300-10. It would then, modify the account using the site resulting in a new account 001-1300-30.

1. In the Salesperson Seg field, enter the account segment to be used to make account numbers specific to a salesperson.
2. In the Cust/Vendor Seg field, enter the account segment the system will use to modify accounts based on the GP Customer or Vendor.
   • The account segment modification will take place in the following order:
     • Branch
     • Region
     • Location
     • Salesperson
     • Customer/Vendor
3. DPR Decimal – See the Grain Software Procedure Manual for more information.
4. Discount, then Shrink/Shrink, then Discount – See the Grain Software Procedure Manual for more information.
5. GB Overage Min represents the minimum amount a Grain Bank Overage must be before it will be logged in either the DPR or Grain Bank Overage.
6. Mark the checkboxes to Disable Vehicle and/or Driver Validation if desired. If these are marked, the user will be able to enter any information in the Vehicle and Driver fields of any entry windows
7. Load Setup and Inbound Setup – See the Grain Software Procedure Manual for more information.
8. Outbound Setup
   • Enter a user defined field title in the User Def Prompt 1 & 2 fields to be displayed in the Outbound Scale Ticket Entry window. These are additional fields that can be used to capture any information that might not have a field already provided for it.
   • Select a Sales Source Document, when Enable Unit Account has been selected. Once the Enable Unit Account checkbox is checked this field will be unlocked and the user will be able to select a Sales Source Document.

The user must select or create a new source document to record the sales transactions. The user will not be allowed to select one that already existed in Microsoft Dynamics GP.

• • Preliminary Invoice Percent – See the Grain Software Procedure Manual for more information.
  • Comment ID – See the Grain Software Procedure Manual for more information.
  • Enter or select an Underfill Ship Method to be used as the default Shipping Method when completing a Sales Contract Underfill transaction.
  • Select Default Commission Pricing setting to be used as the default when creating a Sales Contract Entry
  • Select the Enable Unit Account checkbox to post sales net quantities to Microsoft Dynamics GP unit accounts.
    • A Sale will create a Debit to the Unit Account.
    • A Sales Return will create a Credit to the Unit Account.
  • Create Spot Contract – See the Grain Software Procedure Manual for more information.
  • Disable Sales Contract Auto Close checkbox, when selected, will disable the system from automatically closing of Sales Contracts. Sales Contracts will have to be manually closed when the checkbox is marked.
  • Company Registration ID – See the Grain Software Procedure Manual for more information.

1. Choose Additional Setup>>Advance or Freight – See the Grain Software Procedure Manual for more information.
2. Choose Additional Setup>>User Defined Prompts to open the User Defined window.

• The Item Based User Defined Prompts allow the user to identify eight different user defined fields for each item. (Two checkbox fields, two string fields, two currency fields, and two date fields.) These fields can be filled via the Item User Defined Entry window or when entering a counter sale, invoice, order or return.
• The Customer Based User Defined Prompts allow the user to identify eight different user defined fields for each customer. (Two checkbox fields, two string fields, two currency fields, and two date fields.) These fields can be filled via the Customer User Defined Entry window or when entering a counter sale, invoice, order or return.
• Sales Contracts User Defined Prompts contains four List prompts and four String prompts that display on Sales Contracts. List values can be entered by clicking on the field name and existing values can be view by clicking the expansion button.

1. Choose Additional Setup>>Purchase Contract Type Numbering, Contract Wash or Item Validate Quantity – See the Grain Software Procedure Manual for more information.
2. Choose Additional Setup>>Weights To Govern to open the Weights to Govern Maintenance – Sales window.
   • Enter the Weights to Govern ID.
   • Enter the Weights to Govern Description.
   • Enter the Drop Down List Position, a numeric value.
     • This value indicates the order the ID will be listed in the dropdown list.
     • If the position value is used more than once, the duplicated values will be sorted alphabetically.
   • Select Origination/Destination from the drop down.
   • Inactive checkbox will inactivate the ID and it will no longer appear in the dropdown list.
   • Save button when selected will save the information for the selected ID.
   • Clear button when selected will clear the window without saving any changes.
   • Delete button when selected will delete the selected ID.
     • ID's are not allowed to be deleted if associated to transactions.
3. Choose Additional Setup>>Grades To Govern to open the Grades to Govern Maintenance – Sales window.
   • Enter the Grades to Govern ID.
   • Enter the Grades to Govern Description.
   • Enter the Drop Down List Position, a numeric value.
     • This value indicates the order the ID will be listed in the dropdown list.
     • If the position value is used more than once, the duplicated values will be sorted alphabetically.
   • Select Origination/Destination from the drop down.
   • Inactive checkbox will inactivate the ID and it will no longer appear in the dropdown list.
   • Save button when selected will save the information for the selected ID.
   • Clear button when selected will clear the window without saving any changes.
   • Delete button when selected will delete the selected ID.
     • ID's are not allowed to be deleted if associated to transactions.
4. Choose OK in General Setup to save information entered.

Posting Options

Selecting User Posting Modifications

1. Open the User Extensions Setup window.

(Microsoft Dynamics GP>>Tools >>Setup >>System >>User>> Additional >>User Extensions)

1. Select the All Users checkbox to indicate that the options checked below are the same for all users in the system. If the checkbox is left blank, the options checked below will only be for the User ID displayed.
2. Select the Enable Transactional Branch checkbox to allow branch drill down to select a different transactional branch. If the checkbox is not selected branch drill down is not enabled.

If Enable Branch Security is marked, all of the "VCR" buttons will be disabled and hidden. The user will also not be able to select the "All Branches" option in lookups, inquiries and reporting.
For information on Inbound Permissions or E-Price Retrieval, please refer to the CINCH Grain Systems manual.

1. Select from the following Outbound Permissions:

Allow Post in Sales Contract Entry – grants permission to post a sales contract from the Sales Contract Entry window.
Allow Sales Contract Batch Post – grants permission to post a sales contract batch
For information on Manufacturing Permissions and Bulk Transfer Permissions, please refer to the CINCH Process Manufacturing manual or the CINCH Grain Procedures manual respectively.

1. Choose the User Branches window to open the User Branch Access window.
2. Choose Save to save information entered for the user.

User Preferences

The User Preferences window is used to define user specific settings.

Selecting User Preferences

1. Open the User Preferences window.

(Microsoft Dynamics GP >> User Preferences)

1. Window Command Display option, Cinch supports the Action, Pane, Action Pane Strip and the Menu Bar options.

Limited User

Setting up a Limited User

1. Open the User Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>System>>User)

1. User Type, Limited when selected provides access to:
   • Dynamics GP inquiry and report windows only. Refer to Microsoft Dynamics GP Manuals for more information.
   • Any Cinch window that the user has security rights to.

Reason Code Maintenance

Adding a Reason Code

1. Open the Reason Code Maintenance window.

(Cards>>Cinch Sales>>Reason Codes)

1. Enter an ID for the reason code.
2. Enter up to two descriptions for the reason code.
3. Choose Save to save the reason code.

Company Location Details

Adding Company Location Details

1. Open the Company Location Details window.

(Microsoft Dynamics GP>>Tools>>Setup>>Company>>Company Address button: Additional>>Location Details)

1. GLN Number is used to export or exchange the company addresses in the AGIIS supported Buyer/Seller GLN identifier.
2. DUNS Number is used to export or exchange the company addresses in the AGIIS supported Buyer/Seller DUNS identifier.
3. Save button when selected will save the changes on the window.
4. Delete button when select will delete the selected record.

Region & Branch Maintenance

CINCH Sales/Seed has the ability to support multiple regions and multiple branches within each region and to transfer inventory from one branch to another. When setup and configured correctly, the user will have the ability to keep the information from each region and each branch within a region separate. However, for reporting purposes the user can consolidate the region and branch information.
The user will use the Region Maintenance window and the Branch Maintenance window to create regions and branches. After branches have been created, access to the branches needs to be given to both sites and users via the Branch Location Entry window and the User Branch Access window respectively. The Current Region Branch window is used to select a specific region and branch to be represented when entering transactions. The region and branch that is selected in this window will be displayed in the toolbar of each window to help the user remember the region and branch that has been selected. The Branch Transfer Setup window is used to enter defaults and assign accounts for branch transfers.
This section is divided into the following procedures:
 Adding a Region
 Adding a Branch
 Selecting Main Site Branch Access
 Selecting Multiple Site Branch Access
 Selecting User Branch Access
 Selecting a Current Branch/Region
 Setting up Branch Transfer Defaults
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Region Maintenance – Sales

Adding a Region

1. Open the Region Maintenance window.

(Cards>>Cinch Sales>>Regions)

1. In the Region field, enter a region, which will be used throughout CINCH Sales/Seed to identify the region.
2. In the Description field, enter a brief description to identify the region.
3. In the Region Acct. Seg. field, enter or select the segment number to use for the region being added/edited. If the account modification by region has not been setup then the user will NOT be able to enter a segment number in the screen.

If a Region Segment has not been chosen in the General Setup window, a message will appear when trying to enter the Region Acct Seg that Account Modification by Region has not been set up. For more information on account modification, please refer to the General Setup section.

1. Choose Save to save the information entered for this region.

If the user has attached a region to a branch and the user attempts to delete that region, they must first remove the region from the branch.

Branch Maintenance – Sales

Adding a Branch

1. Open the Branch Maintenance window.

(Cards>>Cinch Sales>>Branches)

1. In the Branch ID field, enter a branch ID, which will be used throughout CINCH Sales/Seed to identify the branch.
2. Select the Inactive checkbox to inactivate this branch. Branches that have been marked as inactive can no longer be used throughout the system.
3. In the Branch Description field, enter a brief description to identify the branch.
4. In the Document Number Prefix field, enter up to three alphanumeric digits that will be placed before the document numbers used throughout the system when this branch/region is selected.
5. In the Region ID field, enter the region ID to identify with the branch. If a region is entered that has not already been created the system will ask if you wish to create the region.
6. The Region Description field, which is display only, will display a brief description identifying the region.
7. In the Company Address ID field, select the default Company Address ID to be used when buying or selling commodities.

See the Microsoft Dynamics GP documentation for more information on setting up company address IDs.

1. In the Main Inventory Site ID field, select the default inventory site ID to be used when buying or selling commodities. This field works together with the additional window (Location Code COMP Entry) in the Site Maintenance window so that DPR transactions can be created in the appropriate branch. The transactions effected are Branch Transfers, Bulk Transfers, Counter Sales, Invoices, and Inventory adjustments.

See the Selecting Main Site Branch Access procedure for more information on the Location Code COMP Entry window.
See the Selecting Multiple Site Branch Access procedure for more information on the Main Inventory Site ID field's expansion button.

1. In the Branch Acct Segment field, enter or select the segment number to use for the branch being added/edited.

If a Branch Segment has not been chosen in the General Setup window, a message will appear when trying to enter the Branch Acct Seg that Account Modification by Branch has not been set up. For more information on account modification, please refer to the General Setup section

1. In the Market Zone field, enter the Market Zone to default in for this Branch.
2. Choose the Items Defaults button to open the Branch Item Defaults Maintenance window.

This window allows the user to assign a default Inbound Discount Schedule, Inventory Site, Purchase Program Schedule, Storage program Schedule, and Minimum and Maximum Price for the item. These defaults will override defaults set up on the Inbound or Outbound User Setup windows.
Enter or select a branch.
Enter or select an item.
Enter or select a site id. This site will default in to both the Inbound and Outbound Scale Tickets
Enter or select an inbound discount schedule. This schedule will be used when the corresponding item is entered on the Inbound Scale Ticket Entry and Purchase Contract Entry windows.

• Enter or select a Purchase Program Schedule. This schedule will be the default Program Schedule for Purchase Contracts and Assembly Sheets that have Dispositions of Purchase Type
• Enter or select a Storage Program Schedule. This schedule will be the default Program Schedule for manually entered Assembly Sheets that have Dispositions of Storage Type.
• Unspecified Disposition - Enter or lookup the default Unspecified Disposition, this will be used during Auto-Apply. If no assemblies match the list chosen in the Ticket Auto Apply Disposition window, this disposition type will be used to create a new assembly.
• Unspecified Disc Schedule - Enter or lookup the default Unspecified Discount Schedule, this will be used during Auto-Apply. If a new assembly is created during auto-apply, this discount schedule will be applied to it.
• Unspecified Prog Schedule - Enter or lookup the default Unspecified Program Schedule, this will be used during Auto-Apply. If a new assembly is created during auto-apply, this program schedule will be applied to it.
• Commodity Grade – Enter or lookup the default Commodity Grade. When populated the value will default on Purchase Contract Entry when the Item is entered.
• PC UD List One – Enter or lookup the default Purchase Contract User Defined Prompt. When populated the value will default on Purchase Contract Entry when the Item is entered.
• PC UD List Two – Enter or lookup the default Purchase Contract User Defined Prompt. When populated the value will default on Purchase Contract Entry when the Item is entered.

Enter a minimum price warning and a maximum price warning. These prices will be used for both Purchase and Sales Contracts. If the user enters a price above or below the minimum or maximum, they will receive a warning, but will be able to continue with the contract.

1. Enter the Grain License associated to the Branch.
2. In the EPA Facility ID field, enter the EPA number of the Branch facility. This is a five digit number assigned to facilities that are producing renewable fuels.
3. DUNS Number is used to support the export or exchange of the Branch location in the AGIIS supported Buyer/Seller identifier.
   • System supports a single DUNS number for each Cinch Branch.
   • System allows the same DUNS/EBID to be used on multiple Cinch Branch records.
4. GLN Number is used to support the export or exchange of the Branch location in the AGIIS supported Buyer/Seller identifier.
   • System supports a single GLN number for each Cinch Branch.
   • System allows the same GLN to be used on multiple Cinch Branch records.
5. Enable Branch Restricted Customer Lookup checkbox when marked the system will look to the transaction branch and restrict the lookup to that branch. Must select the Cinch Ag Alternate/Modified Form, Customers and Prospects to access the new lookup.

• • Restriction drop down list includes the following options:
    • Customer ID
    • Customer Name
    • Phone 1
    • Branch
    • City
    • Phone 2
    • Filter Phone
    • Customer Class
  • Include Inactive Customers checkbox when marked inactive customers will be included in the lookup window.
  • Filter Phone, will look to the Phone 1, Phone 2 and Phone 3 fields for an exact match for the entered filter.
  • Branch Restriction; Current Branch, My Branches or All Branches functions in a manner consistent with Branch Security and existing Cinch Branch functionality. By Default My Branches is selected.
    • The System will use the Customer Extensions Maintenance, Default Customer Extensions Branch when determining which Customers to display when restricting by Current Branch.
    • The lookup window will restrict by branch based on the Transactional Branch of the transaction. For example if user is logged into Branch A, entering a Counter Sale, changes the Branch to Branch B, then tabs to customer and performs a lookup, the system will default the list to just those customers with a default branch of B.
    • Customers that do not have a Default Branch setup (i.e. empty) will only show up when the "All Branches" Restriction is selected.
  • Select Customer and hit Select button. Customer will be returned to the transaction window.
  • Cancel with close lookup without making a selection.

1. Select the Short Blend checkbox to display short blends when invoicing a blend in this branch. (I.e. "10-10-10" instead of Urea, Dap, Potash or "Pig Starter" instead of Corn, Soybean Meal, DDG's, minerals, etc.). The Short Blend checkbox applies ONLY to AgWorks blends.
2. Select a Crop Year for the branch from the drop down list for it to default in all windows where a crop year can be selected. I.e. SOP Farm Field or Farm History Entry.
3. Enter the Haz Mat Emergency information to be used on the Bill of Lading for Hazardous Material information for each Branch.
4. Choose Save to save the information entered for the branch.

The fields not described above are used with the CINCH Grain product. Please refer to the CINCH Grain System Manual or contact customer support for more information.

Main Site Branch Entry

Selecting Main Site Branch Access

This window works together with the Main Inventory Site ID field in the Branch Maintenance window so that DPR transactions can be created in the appropriate branch. The transactions effected are Branch Transfers, Bulk Transfers, Counter Sales, Invoices, and Inventory adjustments.

1. Open the Location Code COMP Entry window.

(Cards>>Inventory>>Site>>Additional>>Location COMP Entry)

1. The Site ID defaults from the Site Maintenance window.
2. Enter or Select the main Branch ID for this site.
3. Select a Meppel Loc Type of Wholesale or Retail. This field is necessary if Meppel exports are being created.
4. GLN Number is used to export or exchange the Inventory Site in the AGIIS supported Buyer/Seller identifier.
   • System supports a single GLN number for each Dynamics Site.
   • System allows the same GLN to be used on multiple Dynamics Site records.
5. DUNS Number is used to export or exchange the Inventory Site in the AGIIS supported Buyer/Seller identifier.
   • System supports a single DUNS number for each Dynamics Site.
   • System allows the same DUNS/EBID to be used on multiple Dynamics Site records.
6. Enter a Def in Transit Site
   • Within Branch Transfer Entry, when the user enters the Origination site, the system will default the corresponding Def In Transit Site.
     • If the Def In Transit Site is empty, the value from Branch Transfer Setup will be displayed if defined.
7. Place a checkmark in the Vendor Consignment Site checkbox to indicate that this site can have consigned Grain. This will be used during the posting of a manufacturing transaction so that adjustments can be made to the appropriate assemblies for the produced and consumed items.
8. Customer Consigned Site checkbox is currently not used.
9. Direct Ship Site checkbox is currently not used.
10. In-Transit Site checkbox is currently not used.
11. User Defined 1 is currently not used.

Branch Location Entry – Sales

The Branch Location Entry window allows the user to grant multiple site accesses to a Branch.

Selecting Multiple Site Branch Access

1. Use the expansion button next to the Main Inventory Site ID field in the Branch Maintenance window to open the Branch Location Entry window. This window allows the user to grant multiple site accesses to a branch.

1. The Branch ID and Description fields default from the Branch Maintenance window.
2. The Available Sites column list all sites created in the system.
3. Use the Insert, Insert all, Remove, and Remove All buttons to populate the Selected Sites Column.
4. Sites placed in the Selected Sites column will be the only sites available for transactions within the branch.

A site can only be assigned to one branch. The Available Sites column will only display sites that have not been assigned to a branch.

User Branch Access – Sales

The User Branch Access window allows the user to assign branches to each user in the system.

Selecting User Branch Access

1. Open the User Branch Access window.

(Microsoft Dynamics GP >> Tools >> Setup >> System >> User >> Additional >> User Branch Access)

For more information about the User Setup window, please refer to your Microsoft Dynamics GPs' manual.

1. The User ID and User Name fields are display only and will be filled from the User ID entered in the User Setup window.
2. The Branch Security Mode will tell the user if the General Setup setting for branch security:

• Secure Branch Mode specifies that Branch Security is enabled.
• Branch Filtering Mode specifies that Branch Security is not enabled.

1. Select the branches the user will have access to from the Available Branches list and choose the Insert button, or to give access to all branches, select the All button.
2. To remove branch access, select the branches to remove from the Selected Branches window and choose remove, or to remove access from all branches, select the Remove All button.
3. Choose Save to save any changes.

Current Region/Branch – Sales

The Current Region Branch window allows the user to select what branch and region they want to enter transactions in to.

Selecting a Current Branch/Region

1. Open the Current Region Branch window.

(Transactions>>Cinch Sales>>Current Branch)

1. In the Branch ID field, enter the branch ID the user will be entering transactions for. If a branch is entered that has not already been created the system will ask if you wish to create the branch.
2. Branch Lookup, will display all branch the user has access to.

• • Branches checkbox:
    • When not marked, only active branches the user has access to will be displayed.
    • When marked, all active branches will be displayed. The user will not be allowed to select a branch they do not have access to.
  • Include Inactive checkbox:
    • When marked display will include active and inactive branches the user has access to.
    • When not marked display will only include active branches the user has access to.

1. The Region ID field, which is display only, will display the region assigned to the branch.
2. The Default Report/Inquiry Branch Level drop down allows the user to indicate whether Current Branch, My Branches or All Branches should default when inquiry and report windows are opened.
3. Choose OK to save the selections and exit the window.

The Starting Default Branch window automatically displays when Microsoft Dynamics GP is opened. This window displays the Current Branch setup for the user. By clicking the window the Current Region Branch window will open allowing the user to change the current default branch. If the user does not click on the Starting Default Branch window it will automatically close.

Branch Transfer Setup

Setting up Branch Transfer Defaults

1. Open the Branch Transfer Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Branch Transfer Setup)

1. Enter two user defined prompts for both the Header and Line. These fields will be displayed in the Branch Transfer Entry window and can be used to record any desired information.
2. Select a Clearing Account that the Branch Transfer process will use.
3. Select a Cost Adjustment Account that the Branch Transfer process will use.
4. Select the Allocate Inventory checkbox to conduct "real time" allocations in branch transfers on a line by line basis. By default the system does not allocate at the line level but when the transaction is posted.
5. Allow SOP Transfers checkbox:
   • When the checkbox is marked system will create a Branch Transfer when sales documents are processed for a customer where the Customer Extensions Maintenance Internal Customer checkbox is marked.
   • When the checkbox is not marked system will create an Invoice when sales documents are processed.
6. Auto Receive SOP Transfers checkbox, Allow SOP Transfers checkbox must be marked before the Auto Receive SOP Transfer checkbox can be marked.
   • When the checkbox is marked the system will automatically populate the following fields when the branch transfer is created.
     • Received Date
     • Received User
     • Received Quantity will be set to the shipped quantity.
7. Default Site From, will determine which Site will be used to default the In Transit Site into the Branch Transfer Entry screen.
   • Origination when selected, the In Transit site will be determined based on the Branch Transfer Origination Site.
   • Destination when selected, the In Transit site will be determined based on the Branch Transfer Destination Site.
   • If not defined, In Transit site will be determined based on the Branch Transfer Origination Site.
8. Def. In Transit Site, is the site that will default on Branch Transfer Entry, In-Transit Site.
   • The In-Transit site gets set during the AgWorks Integration process for AgWorks transfers.
   • When creating a standard Branch Transfer the In-Transit site is set when the window is opened.
   • A Branch Transfer created when a Counter Sales or Sales Order is invoiced for an Internal Customer.
     • If Branch Transfer, Default Site From is set to Destination, the system will use the Default Branch on the Customer to determine the Main Inventory Site from the Branch and from that site determine the Default In Transit Site.
     • If the Location Code COMP Entry, Def In Transit Site is not defined the system will use the Default In-Transit Site set up in the Branch Transfer Setup.
9. Def In Transit Site expansion button opens the Default In Transit Location Setup window to allow the user to enter a default In Transit site for multiple originating sites.

• • Within Branch Transfer Entry, when the user enters the Origination Site, the system will default the corresponding Def In Transit Site.
  • Within Branch Transfer Entry, when the user enters the Origination Site, the system will default the corresponding Def In Transit Site.

1. Choose OK to save the setup information.

Document Number Maintenance

Document Number MaintenanceD2HML|C1H Manual

CINCH Sales/Seed provides a unique sequential audit trail control for all the transactions generated and will not allow duplicate numbers to be processed. In this section the user will learn how to tell the system where to start the numbering sequence for counter sales, orders, invoices, etc. The user is allowed to select the starting number for each function and to tell the system whether or not to track deleted numbers. All numbers being issued are validated to insure that they are truly unique, that they support multi-user processing, and they handle region/branch level numbers.
Once a number is created and used it will be locked and the user will not be able to manipulate it. However, the numbering system provides a way that the user could "reset" or "restart" the numbering from a specific point.
The user can view document numbers either through the Next Number Maintenance window or the Number System Inquiry window.
This section is divided into the following procedures:
 Setting up Document Numbers
 Viewing Document Numbers

Setting up Document Numbers

1. Open the Next Number Maintenance window.

(Microsoft Dynamics GP>>Tools>> Setup>>Cinch Sales>>Numbers Maintenance)

1. Auto Create – choose this button to "auto create" a series of numbers for a module. If no module has been selected the Auto Create button will create an entry for ALL Modules. In both cases a "Next Number" is created for every Branch that exists in the Branch table.

This will primarily be used during system setup to initialize numbers for ALL Branches at one time.

1. In the Module field, select a module from the drop down list.

The following list of CINCH modules can have document numbers setup in Next Number Maintenance: Advance, Assembly, Scale Ticket, Spot Contract, Cash Contract, Price Later Contract, Basis Contract, Futures Fixed Contract, Min Price Contract, Other Contract, Sale Contract, Settlement, Shipment, SOE Invoice, Manufacturing, Outbound Ticket, Meter Ticket, Counter Sale, Order Entry, Invoice, Booking, Prepay Receipt, Prepay Transfer, Branch Transfer, Prepay Apply, Quote, Return, Sales Shipment, Bulk Transfer, Futures Purchase Contract, Futures Sales Contract, Transfer Ticket, Bulk Ticket, Payment Receipt and Vendor Returns.

1. In the Document Prefix field, enter the three character code assigned to a specific branch/region combination.

These characters will be placed before the document number and will indicate which branch/region the number is being created for. Most prefix codes have already been setup once a branch is created

1. In the Document Number field, enter the starting number for this Module and Prefix.
2. The Next Number displays what the next number will be for the Module and Document Prefix selected.
3. Check the Log Delete checkbox to indicate whether or not deleted records should be tracked. If the checkbox is not checked then a document number that is deleted can be reused in the system. If the checkbox is checked then a document number that is deleted cannot be reused and the system records the date, time and user that deleted the record.
4. The Branch ID field is a display only field and displays the branch associated with the document prefix.
5. The Region ID field is a display only field and displays the region tied to the branch.
6. Choose Save to save the information entered for the document numbers and exit the window.

Viewing Document Numbers

Use the Number System Inquiry window to view current document numbers and if they have been voided or deleted.

1. Open the Number System Inquiry window.

(Inquiry>>Cinch Sales>>Document Numbers)

1. All of the document numbers for all modules and regions/branches will be displayed when the window is first entered.
2. Choose a Module from the list to view documents for only one module.
3. Enter or select a branch to view documents for only a certain branch.
4. Mark the Deleted check box and/or the Void check box to view deleted and voided transactions.

Selecting the Deleted check box may or may not display deleted numbers. This will depend on whether or not the log deleted numbers was selected when setting up document numbers.

Chapter 2:Inventory Setup

This chapter explains how to customize information for each of the inventory items within each company running CINCH Sales/Seed. The chapter is divided into the following sections:
 Products – This section shows the user how to group like items together to create a product.
 Hazardous Descriptions – This section shows the user how to setup Hazardous ID's that may then be assigned to Items.
 Manufacturers – This section shows the user how to define manufacturers to be used during the PetroVend Import or XML Export.
 Schedule F Categories – This section shows the user how to assign items to different pre-defined Schedule F Categories.
 Additional Item Information – This section shows the user how to setup additional item information.

• Build on Sale Item – This section show the user how to setup a Build on Sale item.

D2HML|C1H Manual

Products Entry

ProductsD2HML|C1H Manual

Products are used to group like items together. For example, the user could create a product called Clarity, and assign all of the different size Clarity items to the product. Orders can then be created for the product instead of a specific item.

Adding a Product

1. Open the Product Entry window.

(Cards>>Cinch Sales>>Product Entry)

1. Enter the Product name.
2. Enter a Product Description and Short Description.
3. Enter a U of M Schedule for the Product.
4. Choose a Sales Tax Option of Nontaxable, Taxable, or Base on Customer.
5. If Taxable was selected for the Sales Tax Option, enter a Tax Schedule. This will mainly be used for prepay calculations.
6. Enter an Item Class for the product.
7. Enter a Shipping Weight for the product.
8. Choose a Qty Decimal Place for the product ranging from 0 to 5.
9. Enter a Unit Tax U of M.
10. Enter a Sales Qty U of M.
11. Enter a Price U of M.
12. Enter a List Price.
13. To fill the scrolling window, select a From and To Item Class and select the Redisplay button.
14. Select the items to assign to the product and choose Insert.
15. Choose Save to save the Product information.

Hazardous Descriptions

Hazardous DescriptionsD2HML|C1H Manual

This section shows the user how to setup Hazardous ID's that may then be assigned to Items. If a Hazardous ID is attached to an item, the user can enter additional information in the Hazardous Information window off of Item Extensions Maintenance. This information will then print on the CINCH Hazardous Material Shipping Document.

Adding a Hazardous Description

1. Open the Hazardous Description Maintenance window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>HazMat Codes)

1. Enter a Hazardous ID for the description.
2. Mark the Inactive checkbox to make the description inactive.
3. Enter a Description for the Hazard ID.
4. Enter a Long Description; this may be used on Bill of Ladings or reports.
5. Choose Save to save the Product information.

Manufacturer Entry

ManufacturersD2HML|C1H Manual

The Manufacturer Entry window is used to define manufacturers which are used during the PetroVend Import or XML Export. The Manufacturer is then tied to the item in Item Extensions Maintenance. The Manufacturer can also be associated to a container.

Adding a Manufacturer

1. Open the Product Entry window.

(Cards>>Cinch Sales>>Manufacturer Entry)

1. Enter the Manufacturer.
2. Enter a Description for the Manufacturer.
3. Choose Save to save the manufacturer.

Container Maintenance

Container MaintenanceD2HML|C1H Manual

Container Maintenance is currently only used with the mobile Warehouse Ship App.

Adding a Container

1. Open the Container Maintenance window.

(Cards>Cinch Sales>Container Maintenance)

1. Enter the Container.
2. Enter a Description for the Container.
3. Enter the volume size of the container. (Example: 4 bags or 500 gallons will fit in this container)
4. Enter the U of M for the container.
5. Select the Manufacturer for the container
6. Save, when selected will save the container.
7. Clear, when selected will clear the window without saving changes.
8. Delete, when selected will delete the container.

Schedule F Categories

Schedule F CategoriesD2HML|C1H Manual

The Schedule F Category Maintenance window is used to assign items to the different pre-defined Schedule F Categories. These categories will be printed on the bottom of the customer's statements to help them keep track of the products they've purchased for tax purposes.

Adding an Item to a Schedule F Category

1. Open the Schedule F Category Maintenance window.

(Cards>>Cinch Sales>>Schedule F Categories)

1. Select one of the pre-existing Schedule F Categories from the dropdown list. The categories consist of; chemical, feed, fertilizer, Freight, gas, fuel, oil, insurance, repairs, sales/seed, storage, supplies, vet & medicine, and other.
2. Enter the Item Class From and To.
3. Choose Redisplay to fill the Available Items scrolling window.
4. Select the Item(s) in the Available Items window and choose Insert to move them to the Selected Items window and assign the item to the category.
5. Choose Save to save the Schedule F Category Items.

Additional Item Information

Additional Item InformationD2HML|C1H Manual

When entering an item record in Microsoft Dynamics GP, the user can enter much more information than just an item number and description. Use the Inventory Control to add Internet information, to choose what types of history to keep, to specify posting accounts, and to designate substitute items. When using CINCH Sales/Seed, the user is able to enter all of the above plus more specific agricultural information for each item.

Adding Additional Item Information

1. Open the Item Extensions Maintenance window.

(Cards>>Inventory>>Item>>Additional>>Item Extensions)

1. Enter or select an Item to add information to.

When accessing this window from the Additional menu on the Item Maintenance window, this field will already be filled in with the item previously selected

1. In the Weight UOM field, enter or select the inventory unit of measure this item is typically bought and/or sold. Only the unit of measures defined in the Microsoft Dynamics GP U of M Schedule selected for this item on the Item Maintenance window can be used.
2. In the Weight/Unit field, enter the weight per Weight UOM defined above for this item. For example, Corn weighs 56 pounds per bushel and the user selected bushels for the Weight UOM they would then enter 56 for the Weight/Unit. If the user selected pound for the Weight UOM they would then enter 1 for the Weight/Unit.
3. In the Precision field, select the maximum number of digits used to establish the value of the item during ticket entry.
4. In the Board of Trade field, enter or select a default board of trade to be used when specifying a contract price.
5. Select a Futures Symbol.
6. Select a Prepay Class for the Item.
7. Select a Unit Tax U of M.
8. Select a Sales Qty U of M.
9. Select a Payment Terms default for the item.
10. If using XML Export, select the matching XML Commodity from the drop down list.
11. If using Meppel Export, select the Meppel Type for the item, either Agent or Distributor.
12. Select a Wash Item, the item that will default into the Additional Document Information window of the Contract Wash.
    • When the Contract Wash creates an accounts receivable document the Wash Item is a non-inventory item used on the resulting invoice.
    • When the Contract Wash creates an accounts payable document the Wash Item determines the debit distribution.
13. The Quality Class, when the Item is selected in either the Inbound Scale Ticket Entry or Outbound Shipping Entry window, the Quality Class will be defaulted.
14. In the Hazardous ID Field, enter or select a default hazardous ID to be used. A Hazardous ID must be selected for the information from the Hazardous Information window to be displayed on the CINCH Hazardous Material Shipping Document.
15. Enter or select an Outbound Discount Item. This item will be used when invoicing outbound shipments if a discount schedule results in a dollar deduction and the grade does not have a billable item number. The outbound discount item will be used and will display on the invoice along with the grade factor description.
16. Enter or select a FMS GB UM (Feed Mill Management Grain Bank Unit of Measure).

The unit of measure schedule assigned to the Commodity (Item) and Hedge Item must provide conversion from the FMS unit of measure to the CINCH weight unit of measure. I.e. Pounds to Bushels, Bushels to Pounds and vice versa.

1. FMS Commodity is used with the integration of FMM (Feed Mill Management). The item used to position the FMS created sales contract.
   • To generate Long Short Inquiry position records for Sales Contracts created from FMS Integration, the user has the option of setting up a Position Entry that will automatically create position records based upon the delivery start or end date or opening up the Cinch Sales contract and adding a ticker or a position record for the market month of the pricing.

FMM has items in various post processing states, such as Cracked Corn, Ground Corn and Cleaned Corn. CINCH Grain Bank commodities are normally received to an item number, such as Corn. FMM groups these items in a Category; CINCH will group these items using the "Hedge Item" field. When an Item Number has a Hedge Item, CINCH will consume grain bank based on the Hedge Item NOT the actual item.

1. FMS Cmdty Factor is used to convert from the FMS sales contract unit of measure to the hedge item unit of measure.
2. Sales Freight Item is the freight item that will default on the Bulk Shipment Invoicing or the Grain Shipment Invoicing line.
3. Select the Schedule F Category that this item belongs to. The Schedule F Category totals will print on the CINCH Sales Line Item Statement.
4. Select the Manufacturer for this Item. This is only necessary when performing a PetroVend Import or XML Export.
5. Enter or select a Brand ID to associate with the item.
6. Enter the Cost Price Percentage for the item, if applicable.
7. Direct Ship Display sets the type of weight that will default into the Direct Ship Single Ticket Entry window based on the Item selected. Display Options are:

• Scale – The system will default to this setting if nothing has been setup.
• Meter

1. Ship/Receive Def Screen sets the Shipment / Ticket Type in the Direct Shipment Single Ticket window. The options are:

• Grain – The system will default to this setting if nothing has been setup.
• Bulk

1. Enter XML Batch Prefix to allow Cinch Document Exchange AgXML Shipment Import, AgXML Ticket Import and CIDX Load Import the ability to create a separate Batch by Item.
   • XML Batch Prefix can be up to 3 characters.
2. Enter the AGIIS Product ID (GTIN) which will be used in the export or exchange of items in the AGIIS supported product identifier format.
3. Select a package type that best represents the item. Options are Bulk, Packaged, Re-pack or Other.
4. Select the Tax Exempt Checkbox if the selected item qualifies for tax exemption. When marked, tax for a customer's Exempt Tax Details will not be calculated on Cinch documents, Invoice Maintenance, Counter Sales, Prepay Cash Receipts, Returns, Sales Orders and Prepay Transfers.
5. The NON Grain Settlement checkbox is used by the Ticket Posting Process.
   • When the checkbox is marked. An applied Assembly is NOT required for the ticket batch to be posted. It can have different effects on how or if inventory updated:
     • Refer to Purchasing chapter within Cinch Sales - Seed Software Procedures Manual for more details of how this works.
   • When the checkbox is not marked normal ticket posting process will occur. Inventory will be increased and the ticket will be settled through Settlement Entry.
6. Select the Include in Fertilizer Blend checkbox to include the item in a Fertilizer Blend. The system will look at this checkbox during the AgWorks shipment integration process to determine if this item will be included in the composite or if it will be shown on a line of its own.
7. The Price Only checkbox is used to roll only the dollars, not the quantity, into the short blend line.
   • When marked only the Price will be rolled up into the Short Blend Item, not the quantity.
   • Include in Fertilizer Blend must be selected before Price Only can be selected.
   • The following windows support the Price Only feature:
     • Shipment Invoicing, Counter Sales Entry, and Invoice Maintenance.
8. Mark the commodity checkbox to select this item as a commodity. Only the items marked as Commodity will be displayed in the CINCH Grain window lookups.

• Enter or select a Group (Item Number) to tie the item to a different item on the DPR.
• Enter the DPR Column number; this will determine the order of the items on the DPR Inquiry window. When entering a DPR Column, user will be warned if the column is already been assigned.
• DPR Column expansion button when selected opens the Item DPR Columns window to view the column assignments already made.
• Select a GB Overage Disposition. This disposition will be used when selecting the assembly sheet to be used when one grain bank assembly has been fully consumed.

1. Mark the Require Ticker to Post Purchase Contract checkbox to require a Ticker on a purchase contract price record before that price record can be posted.
2. Mark the Require Ticker to Post Sales Contract checkbox to require a Ticker on a sales contract price record before the sales contract can be posted
   • If the sales contract has a hedge item that is being used for price calculation that item will also be verified for the ticker requirement prior to posting.
3. In the scrolling window, enter or select the grade factors to be used with this item.

• If the user places a check mark in the All Grades check box, the system will default all the grade factors setup within the CINCH Grain system.
• Choose a Grain Tester Item for the grade: None, Moisture, Test Weight or Temperature. If Foss Constituents are defined in CINCH, they will also be available for selection as a Grain Tester Item. Grade Factors that have a Grain Tester Item assigned can be populated in CINCH via GAC, Perten, Steinlite, or Foss grain tester integration.
• Select the Req checkbox to make the Grade Factor value required during Inbound Scale Ticket entry and Direct Shipment-Single Ticket entry. The user will be required to enter the value before saving the ticket.

1. Choose Additional/RIN to open the Item RIN Setup window.

• Default RIN's Transferred Qty checkbox:
  • When checkbox is marked:
    • In the Bulk Shipment Entry, RIN Edit, RINs Transferred Qty will default base on Net Meter Qty times Equivalence Value, but the value can be changed.
  • When checkbox is not marked:
    • In the Bulk Shipment Entry, RIN Edit, RINs Transferred Qty will be disabled.
    • The Equivalence Value field is disabled.
• Enter the Equivalence Value if the item is a renewable fuel that is being produced. The Equivalence Value field is used in Renewable Identification Number (RIN) generation.
• In the Denature Percentage field, enter the percentage of denaturant added to the item.
• Temp Coefficient – This value (up to 7 decimal places) will be used to calculate the Net Meter Qty in the Bulk Ticket Entry and Direct Ship Single Ticket Entry screens.
• Correct to Temp – this value is used to calculate the change in volume based on the temperature, in most cases this will be 60.
• Default Invoice Qty to Use – is the quantity the system will use in Bulk Shipment Invoicing. The options are:
  • Gross
  • Net – The system will default to this setting if nothing has been setup.
• Default Inventory Qty to Use. The options are:
  • Gross – The system will default to this setting if nothing has been setup.
  • Net
• Exceptions scrolling window – enter any exceptions to the default Qty to Use based on the State level.
• State Lookup button – will open the Ship To State Lookup window.

• The Ship To State Lookup will display unique States from the Customer Address Master table.

1. Choose Additional/Licenses to open the Required License window. This is used to select the licenses that are required to sell this item.

Use the lookup to select License Types that are required for this item.
Choose Save to save the license information
The user can also assign items to a license while setting up the License in License Type Entry.

1. Choose Additional/Hazmat to open the Hazmat Information window. The information entered here will be printed on the CINCH Hazardous Material Shipping Document IF a Hazardous ID has been selected in Item Extensions Maintenance.

• • Mark the Hazmat Item if the item is hazardous. This will populate a hazardous field on the CINCH Hazardous Material Shipping Document.
  • Mark the Bulk Item checkbox if the item is bulk. This will populate a bulk field on the CINCH Hazardous Material Shipping Document.
  • Enter the EPA Number, Placard Descriptions and ERG Number to print on the CINCH Hazardous Material Shipping Document.
  • Choose OK to save changes.

1. Choose Additional/User Defined to open the Item User Defined Entry window. This window allows the user to enter in user defined values for predetermined user defined prompts setup in the General Setup window.

1. Choose Additional/Item-Branch Defaults to open the Branch Item Default Maintenance window. Refer to Branch Maintenance>Branch Item Default Maintenance for more information on this window.
2. Choose Additional/Hedge Items to open the Hedge Item Entry window to allow user to configure the hedge factor or percentage for an item or to setup multiple hedge items for a single item.

• • Hedge Item, is the item used to create position records for the contract.
    • If multiple Hedge Items are defined contract quantities will be reported on the LS Inquiry based upon the hedge factor and percentage on the contract for each hedge item.
    • The position records can be viewed from the purchase contract, sales contract or trade as well as the Long Short Inquiry. The quantity will be based on the hedge factor and the hedge percent.
    • Items with multiple hedge items will be displayed in the existing Long Short Report with the quantity displayed for the first hedge item using the hedge factor, but not the hedge percent.
    • If a hedge item is not setup when a contract (purchase, sales or trade) is created the main item will be used as the hedge item with a factor of 1.00000 and percent of 100.00000.
  • Description, displays the hedge item description.
  • Hedge Factor, is used to convert from the contract unit of measure to the hedge item unit of measure.
  • Percentage is the percentage of the total contract quantity that this hedge item will be positioned as.
    • If the Percentage amount is greater than 100% the user will be warned they are over hedging the item, but will be allowed to continue.
    • If the Percentage is less than 100% the user will be warned they are under hedging the item, but will be allowed to continue.
  • Exclude from Price Calculator checkbox, is the default setting for the sales contract price calculator screen.
    • If an item is strictly for hedging purposes and will not be part of the price calculation this checkbox should be marked.

1. Choose Additional/RFD Markups to open the RFD Markup Maintenance window which allows a markup amount to be setup per item and price level. The markup price level can then be assigned to the customer from, Customer Extensions Maintenance RFD Price Level. During the Cinch Document Exchange CIDX Sales Shipment Import process the markup amount will be added to the price during import into Shipment Invoicing based on the customer, item and price level.

• • The Item will default from Item Extensions.
  • Select the Price Level the markup will be for.
  • Price Level Desc will default from the selected price level.
  • Enter the Markup Amount.
  • The Delete Line Icon will delete the selected markup line.
  • OK will save the markup information and close the window.

1. Choose Additional/Added Accounts to access the Added Accounts window.

• • Enter or select the Scale Accrued Purch account to be used when posting scale tickets. This is used for the credit side of a transaction when companies want the accrued purchases for each item to be in a separate accrued purchases general ledger account.
  • If enable unit accounts is selected in the Branch Maintenance window, lookup or select the Purchase and/or Sales Unit Accounts for the item.

The user will only be able to select accounts that are a Unit type.

• • Enter the Freight Payable Account for freight costs for this item to go to a specific account.
  • Deferred AP Account is the account that will be used for the general ledger transaction when the deferred settlement is posted. When the deferred settlement is paid this account is cleared to the accounts payable account.
  • Enter or select the Payables Account to be used on Advances, Settlements, Contract Underfill process for creating a payable and Contract Wash.
  • Enter or select the Receivables Account to be used on Sales Invoice, Settlement results in a debit memo, contract under fill when creating an invoice and contract wash.
  • Enter or select the Advance Account to be used on Advance Entry and Assembly Advance Entry for the selected item. If the account is not defined for the item the advance account from Advance Setup will be used.
  • Enter Prepay Account to be used on Prepay Cash Receipts and Prepay Transfer for the selected item. If the account is not defined for the item the prepay account from Prepay Setup will be used.

1. Choose Additional/Greenbook HazMat to access the Greenbook Item Entry to link the selected item to the Greenbook ProdID.
2. Choose Additional>Item Analysis to access the Item Analysis window. Item Analysis is used to identify which Analysis ID(s) pertains to each Item when running Certificate of Analysis (COA).
3. Choose Additional>Item Specification when selected opens the Item Specification window. Item Specification is used to enter quality specifications per item, per analysis when running Certificate of Analysis (COA).
4. Choose Save to save information entered for this item.

Build on Sale Item

Build on Sale Item

This section explains how to setup an item as a "Build on Sale" Item. A "Build on Sale" item is a manufactured item that is built when sold. The system will, at invoice posting, automatically create a process manufacturing transaction to create the inventory for the item being invoiced. The invoice will then consume the inventory that was created.

Adding a Build on Sale Item

1. Open the Item Site Extensions Maintenance window.

(Cards>>Inventory>>Quantities/Sites>>Select an Item and Site >>Additional>>Item Qty Extensions)

1. Select the Build on Sale checkbox to indicate that this item when sold from this site will be built upon invoicing.
2. Enter or select a Recipe ID for this item.
   • Please see the Cinch Process Manufacturing manual for more information on setting up a Recipe ID.
3. Choose Save to save the options.
4. Choose Clear to clear the screen without saving.
5. Choose Delete to delete saved options.

Chapter 3:Sales Setup

This chapter explains how to setup information necessary to start the sales processes including prepay, licensing and sales discounts, etc. The chapter is divided into these sections:
 Sales User Setup – This section allows the user setup default information for the users in the system.
 Sales Setup – This section allows the user to select how the sales windows will function.
 Prepay Setup – This section allows the user to setup the prepay accounts, prepay requirements, prepay options and prepay classes, which will be used when creating prepay cash receipts.
 Sales Contract Price Setup – This section allows the user to setup user defined prices that will be used to calculate a price for Sales Contracts.
 Credit Limit Setup – This section allows the user to setup how the credit limit process will work.

• Payment Terms Setup – This section allows the user setup terms to increment the Due Date and Discount Date on SOP documents to the next business day if they fall on a Saturday or Sunday. And included is the ability to set up a Payment Term to be calculated by Unit of Measure.

 Vendor Return Setup – This section allows the user to setup the user defined prompts that will display on the Vendor Return Entry window.

• Sales Split Maintenance – This section allows the user to create split codes for customers to be used on their orders/invoices.

 Licenses – This section allows the user to setup different license types and license holders for the different license types.
 Sales Discount Maintenance – This section allows the user to create discount codes that can be used in Counter Sales, Order Entry, Invoice Entry and Returns.
 Farm & Field Setup – This section allows the user to setup farms, fields, crop years and crop zones for each customer. This information can then be link to SOP documents.
 Additional Customer Information – This section shows the user how to setup additional customer information.

• Setting up Item Long Short. - This section describes how to setup the information needed for the position reporting of inventory items over user defined time periods.

• Additional Salesperson Details – This section shows the user how to setup additional salesperson details.

• Customer – Vendor Linking – This sections describes how to link customers and vendors.

• Tank Maintenance - This section describes how to setup tanks for each Customer, Ship To address.

• Reporting Cost Adjustments Setup – This section describes how to setup Reporting Cost Adjustments used track of rebates.

• Certificate of Analysis (COA) Setup - describes how to setup the system to allow entry, email and printing of the Certificate of Analysis. In addition the system allows the setup of specifications for each item sold.

• Email Document Setup – This section describes the setup required to allow certain Cinch documents to be emailed.

D2HML|C1H Manual

Sales User Setup

Sales User SetupD2HML|C1H Manual

The Sales User Setup window is used to setup default information for the users in the system. These defaults will come in when using any of the CINCH Sales/Seed document windows.
This section is divided into the following procedures:
 Selecting Defaults for a Single User
 Selecting System Wide Defaults

Selecting Defaults for a Single User

1. Open the Sales User Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Sales User)

1. Enter or select the User ID to assign defaults.
2. Enter or select default information for Site, Price Level, Checkbook ID, Comment ID, Salesperson and Shipping Method. These defaults will be used in all of the sales entry screens to speed up the data entry process.
3. Return Lookup Days determines the days past the user date that return transactions will be displayed in the lookup windows.
   • This value will be used by the Sales History Lookup, Sales Line Lookup and Prepay History Lookup. If this value is not defined Prepay Receipt Lookup will default to 180 days and Sales History Lookup, and the Sales Line Lookup will default to 90 days.
4. Default Lookup Status will default the view restrictions in Sales Document Lookup for Return documents. The possible options are:
   • Pending – represent saved Returns that have not been printed.
   • Received – represent returned Return documents that have been printed.
   • Both – both Pending and Received documents will be displayed.
5. Default Sales Shipment Source, is used to default the source filter within the Shipment Invoicing window. The drop down list contains the following options:
   • PETROVEND
   • SHIPMENTS
   • GSBOY
   • AGWORKS
   • RFD
   • ENERGY
   • CRESCO
6. Lock Source checkbox, determines if the user can change the Source filter within the Shipment Invoicing window.
   • Marked, the user will not be allowed to change the source filter.
   • Unmarked, the user will be allowed to change the source filter.
7. Sales Printing section:
   • Send Email (GP Forms Only) checkbox is used if Cinch Email is not setup.
   • Print Document checkboxes pertain to those users printing to the GP Forms (Sales Setup>Grain Forms>Great Plains).
   • Printing to Screen or Printer will be obtained from this setup instead of the global settings.
   • If either the Customer Items checkbox or the Tax Details checkbox is selected, the printing routines will automatically select the SOP Blank Options Form.
     • Microsoft Word has been integrated as a reporting tool where the report prints "into" Word 2007 and up.
       • For those utilizing the Cinch forms when printing from the SOP screens, printing to Microsoft Word will require the creation and import of a Word Template by the end user. Cinch provided templates will NOT be available in the current release for any of the Cinch versions of the SOP Documents.
       • In lieu of providing Cinch templates for Word we provide access to the GP SOP Order, Invoice and Return forms options "with Options". This is for customers with a need to print tax details on the Invoice and Return documents.
     • The Alternate/Modified Forms and Reports selection of GP or Cinch will determine which options report to call.
       • Alternate Modified Versions of the following reports have been added. (Alternate/Modified Forms and Reports), user has Microsoft Dynamics GP selected for these reports.
       • SOP Blank Options Invoice Form
       • SOP Blank History Options Invoice Form
       • SOP Blank Options Order Form
       • SOP Blank History Options Order Form
       • SOP Blank Options Return Form
       • SOP Blank History Options Returns Form
       • Cinch versions of these "Options" based report are provided by using Cinch forms instead of GP Alternate Forms. (Alternate/Modified Forms and Reports).
       • IRSOPBlankHistoryOptionsInvoiceForm
       • IRSOPBlankOptionsInvoiceForm
       • IRSOPBlankHistoryOptionsOrderForm
       • IRSOPBlankOptionsOrderForm
       • IRSOPBlankHistoryOptionsReturnForm
       • IRSOPBlankOptionsReturnForm
8. Choose Save to save the default information entered.

Selecting System Wide Defaults

The user can setup defaults that will be used for people that do not have specific defaults selected for them in the method described above, or to have all users to have the same default information

1. Open the Sales User Setup window.
2. Mark the Default checkbox.
3. The User ID checkbox will display the user ID ALL and be disabled. This reflects that the defaults being chosen are for all users in the system that do not already have specific defaults chosen for them.
4. Enter the desired default information.
5. Choose Save to save the information.

Sales Se tup

Sales SetupD2HML|C1H Manual

The Sales Setup window is used to select how your sales windows will function.

Setting up Sales Window Options

1. Setting up Sales window options.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Sales Setup)

1. The following options may be selected for the Counter Sales window:

Allow Delete Document – Select this to allow users the ability to delete orders from the Counter Sales window. When not selected, users will be able to void orders, which means the system will keep a record of the order in the Microsoft Dynamics GP SOP history tables marked as voided.
Hide Unit Cost – Select this to hide the unit cost of items entered.
The system will warn a user not to select both the Hide Unit Cost and the Prompt for Cost on Non IV checkboxes if both checkboxes are selected
No Edit Printed Document – Select to not allow orders or invoices to be editable after they have been printed. When selected, the user will be able to edit distributions and commissions after posting.

• Cash Doc Trap checkbox – Select this to prevent the deletion of a Counter Sale or Invoice document that has a cash receipt and has been printed.
• Print Restart checkbox – Select this to clear and reset the Counter Sales window after the document is printed.

Select a Split Original form if the user will be printing split originals from Counter Sales. Choose from Blank Paper, Short Form, Long Form or Other.
Enter or select a Document ID. This is the SOP Document Type that is used to transfer documents between screens and is required before entering the Counter Sales window.

• • Select a Grain Form. This option allows the user to select a form for printing invoices created and printed from Grain Shipment Invoicing that are different than invoices created and printed from Cinch Sales.
  • When CINCH is selected, sales invoices and grain shipment invoices will use the same form: IRSOPBlankInvoiceForm
  • When CINCH Grain is selected, Report Type will also be available to be selected. Sales invoices will use the IRSOPBlankInvoiceForm and depending on which Report Type, Blank Paper or Long Form, is selected the grain shipment invoice will use the form: IRSOPGNBlankInvoiceForm or IRSOPGNLongInvoiceForm.
  • When Great Plains is selected, and Sales User Setup, Send Email (GP Forms Only) checkbox is marked, user will have the option to send emails for SOP Documents (Orders, Invoices and Returns) via SOP Batch. For another option to email SOP Documents refer to Email Document Setup.
• Select a Report Type. The report writer format, options are Blank Paper and Long Form.

1. The following options may be selected for the Order Entry window:

Allow Delete Document – Select to allow users the ability to delete orders from the Order Entry window. When not selected, users will be able to void orders, which means the system will keep a record of the order in the Microsoft Dynamics GP SOP history tables marked as voided.
Hide Unit Cost – Select this to hide the unit cost of items entered.
Select a Split Original form when printing split originals from Sales Order Entry. Choose from Blank Paper, Short Form, Long Form or Other.
Enter or select a Document ID. This is the SOP Document Type that is used to transfer documents between screens and is required before entering the Order Entry window.

• • Enter or select a Quote ID. This is the SOP Document Type that is used when creating a quote.
  • Select the Order Destination. This is the default setting in Sales Order Entry for how the order will be handled when the Invoice button is selected.
    • Invoice – Creates an Invoice transaction and is the default selection.
    • Create CS – Creates a Counter Sales transaction.
    • Open CS – Creates a Counter Sales transaction and opens the Counter Sales Entry window with that transaction displayed.

1. SOP POP Invoice Batch is the Batch Number the system will use to save the unposted Purchase Invoices in that are created when a Drop Ship Invoice is posted.
   • If not defined the GP user ID will be used for the Batch ID.
2. Mark the Booking Release Available checkbox, for the system to default the Qty Releasing field with the Qty Available in Inventory for the specific Site when Bookings Entry, Ship Complete is selected.
3. Mark the Quantity Required to Post checkbox for the quantity to be required to be able to post a sales document.
4. Mark the Prompt for Cost on Non IV checkbox to allow, not require, the entry of a cost on Items with an Item Type of Miscellaneous Charge, Flat Fee, or Services within the Counter Sales Entry window. It will, however, give a warning to users, both in Counter Sales Entry and in Invoice Maintenance, if a non-inventoried item has a zero cost when the user tabs off the line.

The system will warn a user not to select both the Hide Unit Cost and the Prompt for Cost on Non IV checkboxes if both checkboxes are selected

1. Mark the Disable Auto Prepay Price to abort the regular prepay pricing engine. The prepay pricing will then only be used during the apply process. (Example: If you have prepay for an item and have a prepay price, normally the prepay price would automatically default in Order Entry, etc. When this is marked, the prepay price will not be used automatically).
2. Mark the Disable Discontinued Items checkbox to prevent a Discontinued Item to be used on a Sales Order, Counter Sale or Invoice.
3. Mark the Suppress Hazmat Auto Print to prevent the Hazmat document from automatically printing when a Sales Order or Counter Sales is Invoiced or when the Invoice is printed from Invoice Maintenance.
4. Address Validation section:
   • Validate County checkbox, when marked, entry of a County/Region on the Customer Address Companion Entry window will be validated against the counties/regions associated with the selected state on the customer's address.
   • Validate State checkbox, when marked, entry of a state on the Customers and Customer Address Maintenance windows will be validated against the states/regions imported into the State Region Maintenance window.
   • Import State and County button when selected will download all 50 US states, all counties associated with the states and the FIPS (Federal Information Processing Standards) codes for each State/Region and County/Territory.
     • Existing State and Counties on Customer Addresses will be preserved with the customer but will not exist within the State Region Maintenance window.
     • See the State Region Maintenance window for more information on viewing the imported data or entering additional State/County information.
5. The following options may be selected for the Invoice Maintenance window:
   • Allow Delete Document – Select to allow users the ability to delete orders from the Invoice Maintenance window. When not selected, users will be able to void invoices, which means the system will keep a record of the order in the Microsoft Dynamics GP SOP history tables marked as voided.

No Edit Printed Document – Select to not allow orders or invoices to be editable after they have been printed. When selected, the user will still be able to edit distributions and commissions after posting.
Select a Split Partner form when printing split originals from Invoice Maintenance. Choose from Blank Paper, Short Form, Long Form or Other.
Enter or select a Document ID. This is the SOP Document Type that is used to transfer documents between screens and is required before entering the Invoice Maintenance window.
Select which invoice forms to use when printing invoices from the Use Forms field. Choose between CINCH and Great Plains.

• • • When CINCH is selected, Sales Invoices created in Invoice Maintenance will use IRSOPBlankInvoiceForm.

Note: The Grain Form setting needs to be set to CINCH or CINCH Grain in order for invoices to print the IRSOPBlankInvoiceForm when printing invoices from a batch.

• • • When Great Plains is selected, Sales Invoices created in Invoice Maintenance will use SOP Blank Invoice Form.

The Use Forms field will be defaulted to CINCH invoices and disabled if using Feed Mill Management (FMM).

• • Select a Grain Form. This option allows the user to select a form for printing invoices created and printed from Grain Shipment Invoicing that are different than invoices created and printed from Cinch Sales.
    • When CINCH is selected, sales invoices and grain shipment invoices will use the form: IRSOPBlankInvoiceForm.
    • When CINCH Grain is selected, sales invoices will use the IRSOPBlankInvoiceForm and depending on which Report Type, Blank Paper or Long Form, is selected the grain shipment invoice will use the form: IRSOPGNBlankInvoiceForm or IRSOPGNLongInvoiceForm.
  • When Great Plains is selected, and Sales User Setup, Send Email (GP Forms Only) checkbox is marked, user will have the option to send emails for SOP Documents (Orders, Invoices and Returns) via SOP Batch. For another option to email SOP Documents refer to Email Document Setup.
  • In order for the IRSOPBlankInvoiceForm to print from Sales Batch Entry, when the Use Forms is set to Cinch this field cannot be left blank.
  • Select a Report Type. The report writer format, options are Blank Paper and Long Form.

1. The following options may be selected for the Sales Returns window:

Allow Delete Document – Select to allow users the ability to delete orders from the Sales Return Entry window. When not selected, users will be able to void returns, which means the system will keep a record of the order in the Microsoft Dynamics GP SOP history tables marked as voided.
No Edit Printed Document – Select to not allow orders or invoices to be editable after they have been printed. When selected, the user will still be able to edit distributions and commissions after posting.
Select a Split Original form if printing split originals from Returns Entry. Choose from Blank Paper, Short Form, Long Form or Other.
Select a Split Partner form when printing split originals from Returns Entry. Choose from Blank Paper, Short Form, Long Form or Other.
Enter or select a Document ID, this is optional, and is an SOP Document Type, if selected, can be used to further restrict specific reports throughout the system.

1. Enter a Price Warning Settings:
   • Percent of Price is used to obtain the Price range that is acceptable (both the acceptable max price and the acceptable minimum price). If 10% is used the Price entered must fall between 90% and 110% of the Price on the Price Level or the applicable Extended Price Sheet, based on whether Dynamics GP Extended Pricing is enabled.
   • Warning Level, the type of warning the user will receive if the Unit Price entered is not within the Price range.
     • If a Percent of Price is entered the user will be required to select a Warning Level. The warning options are:
       • N/A (Not applicable), when selected the warning will be disabled. The user will not be warned if the price does not fall within the acceptable range. N/A is the default value.
       • Warn, when selected the user will be warned that price does not fall within the acceptable range but user is allowed to continue.
       • Not Allow, when selected the user will be warned that price does not fall within the acceptable range and not allowed to continue until a Price entered is within the acceptable Price range.
   • Suppress Zero Price Warning checkbox, when marked, will suppress the warning in the following windows:
     • Order Entry
     • Counter Sales
     • Invoice Maintenance
   • Refer to Price Validation for validation rules.
2. In the Line User Defined fields enter the prompts that will be displayed in the expanded lines in all of the sales entry windows. The user can enter prompts for two extra text fields, two list fields, one currency field and one numeric field. Choose the expansion button next to the List fields to open the User Defined List Maintenance window to enter the List Values.

1. Reporting Cost Adjustment User Defined
   • Enter a user defined field titles in the User Defined 1 & 2 fields to be displayed in the Reporting Cost Adjustment Setup window. These are additional fields that can be used to capture any information that might not have a field already provided for it.
2. Mark the CDMS Enabled checkbox if using CDMS information for Hazardous Material Reports.
3. Mark the Greenbook Enabled checkbox if Greenbook is being used for the Hazmat shipping documents and Hazardous descriptions.
   • When the checkbox is marked the modified Greenbook HazMat Shipping document will be printed. When the checkbox is not marked the standard Cinch HazMat document will be printed.
   • Greenbook Expansion button when selected opens the Greenbook Services Setup used for entry of the setup information needed to access Greenbook Services.

• • • Client ID provided by Greenbook for access to the Greenbook Services.
    • Password provided by Greenbook for access to the Greenbook Services.

1. Mark the AgWorks Enabled checkbox if using AgWorks. Choose the expansion button to open the AgWorks Setup window to complete AgWorks Setup.

• • Sales Synchronization – select from the following options:
    • • Automatic – to automatically send transactions (from the sql job, however often that is setup to run) to Shipment Invoicing only.
      • Manual – to manually send transactions (via the AgWorks Integration Maintenance window). When this is selected, the user can choose to have the transactions sent to Shipment Invoicing, Counter Sales or Invoice Maintenance.
  • Shipment Options – select from the following options:
• To Shipment Invoicing – will send the transactions to Shipment Invoicing. This option can be selected when either Automatic or Manual is selected for Synchronization.
• To Counter Sales – will send the transactions directly to Counter Sales. This option can only be selected when Synchronization is set to Manual. When selected, all transactions will be saved in the batch "AGW+current system date".
• To Invoicing – will send the transactions directly to Invoice Maintenance. This option can only be selected when Synchronization is set to Manual. When selected, all transactions will be saved in the batch "AGW+current system date".
  • Return Synchronization – select from the following options:
    • • Automatic – to automatically send Return transactions (from the sql job, however often that is setup to run) to Shipment Invoicing.
    • Manual – to manually send Return transactions (via the AgWorks Integration Maintenance window). When this is selected, the user can choose to have the transactions sent to Shipment Invoicing or Sales Returns.
  • Return Options – select from the following options:
    • To Shipment Invoicing: if selected, the AgWorks return will be imported into Cinch Shipment Invoicing.
    • To Sales Returns: if selected, the AgWorks return will be imported into Cinch Sales Returns.
    • If Return Synchronization is set to automatic this field will be disabled and returns will be imported into Shipment Invoicing.
  • Return Reason Code: If populated the selected Reason ID will default to all imported return documents, but can be edited.
  • Inventory Transfer Synchronization – select from the following options:
    • Automatic – to automatically send Transfer transactions (from the sql job, however often that is setup to run) to Branch Transfer Entry.
    • Manual – to manually send Transfer transactions (via the AgWorks Integration Maintenance window). When this is selected, the user can choose to have the transactions sent to Branch Transfer Entry.
  • Distributor Shipment Synchronization – select from the following options:
    • • Automatic – to automatically send transactions (from the sql job, however often that is setup to run) to Receivings Transaction Entry.
      • Manual – to manually send transactions (via the AgWorks Integration Maintenance window). When this is selected, the user send the transactions to Receivings Transaction Entry.

The SQL job (IRAgWorksRepl_CompanyDatabaseName_AgWorksDatabase Name) is created when the user runs the AgWorks Sql scripts. The default setting is setup to run daily at 3 am but this can be changed.

• Shipping Method – The Ship Method that will default in to all AgWorks sales transactions brought in to the system.
• Transaction Create User, is optional but can be used to resolve the long (greater than 15 characters) or wrong name used in the IRCreatedUser field. This will be used when automatically pulling data and allowing the SQL Agent user to be bypassed.
• AgWorks DB – Enter the AgWorks database here. This field will only be available when logged in as 'sa' or 'DYNSA'. If the user changes the existing AgWorks DB, they will be prompted to recreate the AgWorks procedures. Choose Yes to create procedures in the current Microsoft Dynamics GP database using the new AgWorks DB name provided.
  • • • This step will automatically run the AgWorks Sql scripts and duplicate the system users that are currently setup for Cinch to be created in the AgWorks DB.
• Blend Item – Enter the Blend Item that will be used on the Invoice when doing a short blend.
  • The Short Blend option is provided to "Bundle" all the items included in a fertilizer blend into one item on the invoice.
• SB Dist – When doing Short Blends, select to do SB Distributions on either the Component Items of the blend, or the Composite Item (Blend Item selected above).
• Custom Blend Description – select one of the following options:
  • Guaranteed Analysis – will display the actual nutrient amounts calculated from AgWorks as the Item Description. If Multiple scale tickets were used, system will use the Actual guaranteed analysis of the First scale ticket.
  • As Ordered – will display the item as it was ordered in AgWorks.
• If the order was placed as lbs per Acre, the custom blend description will display as lbs per Acre.
• If the order was placed as Guaranteed Analysis, the custom blend description will display as Guaranteed Analysis.
• When Guaranteed Analysis is selected, select the Guaranteed Analysis Precision to be displayed from 0 to 5.
• Append Order Comment to Delivery Comment checkbox when marked.
  • The system will append the order comment to the Delivery Ticket Comment (based on setup) and place it in the Comment Text field of the Sales Invoice Header.
    • If an Order comment exists a semi-colon is placed between the Ticket Comment and the Order Comment.
    • System will parse the combined comment into (up to) four 50 character text comment fields. Excess characters (those that exceed capacity of the 4 fields) will be truncated.
  • The append functionality is supported in both the manual mode (bring AgWorks to Sales Shipment Invoicing) and automatic modes, importing direct to Counter sales or Sales Invoicing.
• Select the Customer classes to auto create in AgWorks from the Available Classes window and choose Insert. When any customer from this class(es) is added/updated in Microsoft Dynamics GP, they will be added/updated in AgWorks.

Note – This is the only way to add a CINCH customer to the AgWorks database! If a customer already exists in AgWorks but he is not in the selected class, he will still be updated if changes are made. It is recommended that any unwanted customers in AgWorks that were previously added be deleted.

• Select the Vendor classes to auto create in AgWorks from the Available Classes window and choose Insert. When any Vendor from this class(es) is added/updated in Microsoft Dynamics GP, they will be added/updated in AgWorks.

Please contact your Implementation Specialist on how to setup CDMS and/or AgWorks.

• Choose OK to save changes.

1. Mark the Energy Integration Enabled checkbox if doing Energy Integration. Choose the expansion button to open the Energy Integration Setup window to complete the integration setup.

• • The Energy Integration Enabled checkbox must be marked to access the window.
  • Sales Synchronization – select from the following options:
    • Automatic – to automatically send transactions (from the sql job, however often that is setup to run) to Shipment Invoicing only.
    • Manual – to manually send transactions (via the Energy Integration Maintenance window). When this is selected, the user can choose to have the transactions sent to Shipment Invoicing, Counter Sales or Invoice Maintenance.
  • Energy Database – Enter the Energy database here.
  • Prepay Terms ID, if defined will set the Payment Terms to be used on all imported documents, overriding the customer payment terms. If not defined the Payment Xref will come into play to cross reference the payment terms imported to the GP payment terms.
  • User Def Prompt 1 & User Def Prompt 2, when defined will be the user defined field labels on the following windows:
    • Recurring Billing Schedule Entry
    • Budget Maintenance
    • Tank Budget Maintenance
    • Tank Budget Inquiry
  • Customer Xref, select the X-Ref Type defined for the Energy Customers.
  • Address Xref, select the X-Ref Type defined for the Energy Customer Addresses.
  • Payment Terms Xref, select the X-Ref Type defined for the Energy Pay Terms.
  • Item Xref, select the X-Ref Type defined for the Energy Items.
  • Location Xref, select the X-Ref Type defined for the Energy Locations/Sites.
  • Select the Customer classes to auto create from the Available Classes window and choose Insert. When any customer from this class(es) is added/updated in Microsoft Dynamics GP, they will be added/updated in the Energy Database.
  • Select the Item classes to auto create in rom the Available Classes window and choose Insert. When any Item from this class(es) is added/updated in Microsoft Dynamics GP, they will be added/updated in the Energy Database.
  • Choose OK to save changes.

1. Mark the AgNotes Enabled checkbox if Savings and Loan is installed and to allow the ability to apply sales document amounts to a Loan Account. Refer to the Savings & Loan Manual for more information about this.
2. Mark the Treeno Enabled checkbox if using Treeno application integration. Refer to Grain Software Procedure Manual, 3^rd Party Integrations for more information.
3. Mark the FMM Installed checkbox if using Feed Mill Manager (FMM), by Feed Management Systems. When the checkbox is marked, the user will receive a message asking if they would like to enable Cross Branch grain bank. If yes is selected, the Cross GB checkbox in Branch General Setup will automatically be marked.

This checkbox must be checked in order for FMM to create a CINCH Invoice and reduce CINCH's grain bank.

1. The FMM Destination will automatically be set to Invoice Maintenance.
2. Select the Option button to open the Sales Setup Options window to select Split Original Defaults. The following settings, when selected will be copied to split partners from the original sales transaction created in Counter Sales Entry, Sales Order Entry or Sales Returns Entry.
   • Payment Terms
   • Salesperson
   • Ship To ID
   • Tax Schedule
   • Price Level
   • Price
   • Markdown Amt
   • Discount ID
3. Chose OK to save changes.

Price Setup

Price SetupD2HML|C1H Manual

This section describes the different pricing options. It is divided into the following procedures:
 Standard Pricing
 Extended Pricing

• Cinch Documents with Extended Pricing Enabled
• Price List Maintenance
• Price Validation

D2HML|C1H Conditional|platform=manual

Standard Pricing

Cinch Sales when Microsoft Dynamics GP Standard Pricing is used. Refer to Microsoft Dynamics GP Inventory Control, Standard Pricing for information on setting up Standard Pricing.
When using standard pricing the user can define price levels and price groups for use with price lists. A Price Level is a pricing tier that can be assigned to items customers and prospects.

1. When GP Standard Pricing is used the system will search pricing as follows:
   • The system will first check the price level selected on the customer.
   • If a price level hasn't been assigned to the customer, the price level from the Receivable Management Setup is used.
   • If there isn't a price level setup for the customer or for the Receivables Management, the default price level for the item is used.

Extended Pricing

Cinch Sales when Microsoft Dynamics GP Extended Pricing is enabled (Tools>Setup>Sales>Extended Pricing). Refer to Microsoft Dynamics GP Inventory Control, Extended Pricing for information on setting up Extended Pricing.
When using extended pricing the user can setup price groups, price sheets, and price books, and then assign items, customers and prospects to them.

1. 1. 1. 1. 1. When GP Extended Pricing is enabled the system will search pricing information as follows:
               • The system searches item-specific pricing for a price in the price sheets assigned directly to the customer first. Then, the system searches the price sheets in the price book assigned to the customer, and finally it searches base price book.
               • If no item-specific pricing is found, the system searches for a price group that includes the item. Price sheets assigned directly to the customer are searched first, followed by price sheets in the customer's price book, and finally the base price book.
               • If an adjusted value-off or percent of list price is found, the rest of the pricing structure is searched for a list price to apply the discount to. For example, if there's a value-off price in a price sheet assigned to the customer, the customer's price book and the base price book are searched for a list price.
               • It is possible for the final price to be the result of two adjustments applied to the base price. For example, a customer sheet might give 2 percent off the customer price book price, which is itself 5 percent off the base price.
            2. When multiple Price Sheets exist the following is used:
               • If there is more than one current price sheet, the one which starts most recently is used in price calculation.
               • If two price sheets start on the same date, the one which finishes earlier is used in price calculations.
               • If the same item is found in two price sheets with identical start and end dates, the user will receive an alert message because system will be unable to calculate a price.

Cinch Documents with Extended Pricing Enabled

Extended Pricing when enabled will replace Standard Pricing as follows:

1. Sales Defaults
   • • • • • The Price Level field on the Sales Defaults screen, on Counter Sales or Sales Order, will be disabled.
             • The Price Level displayed defaults from the Sales User Setup.
2. Counter Sales Entry, Invoice Maintenance, Sales Order Entry, Sales Return Entry, Bookings Entry and Split Details Entry
   • • • • • The Price Level field in the scrolling window will be disabled.
             • If a Price Level had been setup on the Customer Maintenance, that will default on the transaction line, but will not be used for pricing.
           • The following criteria will be used to determine the default price when Extended Price is enabled:
             • Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.
             • Item
             • Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.
             • If an item has no valid price sheets attached, the system will default the price to zero for that transaction.
         1. Prepay Receipts and Prepay Transfers
            • Extended Pricing will only be used if the Prepay Type either Item or Deposit. All other Prepay Types will continue to use Price Level.
            • The Price Level field in the scrolling window will be disabled when Extended Pricing has been enabled and the Prepay Type is either Item or Depost.
            • The following criteria will be used to determine the default price when Extended Price is enabled:
              • Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.
              • Item
              • If an item has no valid price sheets attached, the system will default the price to zero for that transaction.
         2. Shipment Invoicing
            • The following criteria will be used to determine the default price:
              • Shipment Header Detail, Ship Date, will be compared to the Price Sheet Date Range to determine the Price to use.
              • Item
              • Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.
              • If an item has no valid price sheets attached, the system will default the price to zero for that transaction.

Price List Maintenance

Price List Maintenance provides the ability to add/update/delete item prices on a Price Level. This window provides an easy way to update multiple prices for a single price level or add items to the price level on the fly. This window will work regardless if Dynamics GP Extended Pricing is enabled or not.

1. Open Price List Maintenance

(Cards>Cinch Sales>Price List Maintenance)

1. Price Level when selected all of the items for that price level will be displayed.
2. Display By is a drop down list to select how the scrolling window will be sorted. The options are:
   • Item Number
   • Short Desc
   • Item Class
   • Order Entered
   • Item Description
3. Find By Sort will search the scrolling window for then entered value in the selected Display By column.
4. To update a Price, enter new U of M Price for the selected item(s). The price will be updated when the user tabs off the line.
5. To add a new Item Pricing, go to the bottom on the scrolling window to the blank line, enter item, select the U of M (unit of measure) and enter the U of M Price. The Item Price will be created when the user tabs off the line.
   • The U of M will default to the Default Selling U of M as setup for the item in Dynamics GP Price Group Assignment (Cards>Inventory>Extended Pricing>Group Assignment).
6. To delete a pricing, select the item and select delete line icon.
7. Since prepay pricing is normally "special" pricing the only pricing method supported will be a currency amount which will default.
8. Item Number drill back is a drop down list with the following options:
   • Item Maint, when selected Item Maintenance opens for the selected item.
   • Price Maint, when selected Item Price List Maintenance opens for the selected item.

Price Validation

Price Validation checks prices entered on sales transactions against an acceptable range. If the entered price falls outside the range the user will be warned or stopped completely depending on Sales Setup, Price Warning Setup.

1. User will be warned if the Price entered is not within the Price range based on the Sales Setup, Price Warning settings.
2. Validation will use the following criteria to determine if an acceptable price is entered:
   • When Standard Pricing is enabled:
     • Item
     • Unit of Measure - The Unit of Measure entered will be used.
     • Currency ID – The system will check if a Functional Currency is set up and if so use the global Functional Currency ID for the validation.
     • Quantity – The system will use the Quantity of 1 to determine the Price Level to use for determining the Unit Price.
     • Price Level – If the Price level does not exist for the item or the transaction line, no price warning validation will be performed. System will assume a valid price in this case.
   • When Extended Pricing is enabled:
     • Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.
     • Item
     • Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.
     • If an item has no valid price sheets attached, the system will default to a zero price for that transaction no price warning validation will be performed. System will assume a valid price in this case.
3. The price validation will take place when the following occurs:
   • • • • • When the user manually enters a price in the Unit Price field.
           • When the user tabs to a new line. This will validate any price changes that have taken place if for example the user changes the Price Unit of Measure or enters a Line Extension. However, this validation will not take place in the following instances:
             • A Contract has been assigned.
             • Prepay has been applied.
           • After the user selects a Contract and then goes back and manually changes the Unit Price the system will validate the manually entered Unit Price even though a Contract has been selected or Prepay has been applied.
           • After the user applies a Prepay and then goes back and manually changes the Unit Price the Prepay is unapplied and the price entered will be validated against the default price level on the customer.
           • If the user enters the Extension Price (which is typically calculated as Qty x Price), the system calculates the per unit price. The calculated price will be compared to the acceptable price range as if user had entered it.
4. Price validation will take place in the following screens:
   • • • • • Bookings Entry
           • Sales Order Entry
           • Counter Sales Entry
           • Invoice Maintenance
           • Sales Shipment Invoicing
           • Sales Contract Entry, since a Sales Contract Entry does not have a price level attached, the system will get the default price level from the customer master to use in the price validation.
             • Price Validation for Substitute items will be handled the same when Extended Pricing is enabled.
             • Price Validation for Substitute items is not supported with Standard Pricing.
           • Prepay Entry
           • Prepay Transfer
5. Validation will not affect the Batch Sales Edit List report warning level.

Prepay Setup

Prepay SetupD2HML|C1H Manual

This section allows the user to setup prepay accounts, prepay requirements, prepay options and prepay classes, which will be used when creating prepay cash receipts. It is divided into the following procedures:
 Setting up Prepay Options
 Setting up Prepay Classes

• Setting up Prepay Periods

D2HML|C1H Conditional|platform=manual

Setting up Prepay Options

1. Open the CINCH Prepay Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Prepay Setup)

1. Enter or select a Prepay Account Number, this will be used to record prepay amounts and will default into the Prepay Cash Receipt window.
2. Enter or select an Additional Value Account Number, this will be used for any prepay additional value amounts and will default into the Prepay Cash Receipt window.
3. Enter or select a Writeoff Account Number, this will be used during the Season Close process to write off any prepay balances.
4. Enter User Def List 1 label that will be displayed in Prepay Cash Receipts and Prepay Transfer.
   • Selecting Expansion button opens the prompt to enter or browse for value.
     • Selecting Enter opens User Defined List Maintenance to enter new user defined values.

• • • Selecting Browse opens the User Defined List Inquiry to view previously entered new user defined values.

1. Require User Def 1 checkbox when marked will require user to select a user defined value when entering a Prepay Receipts and Prepay Transfer.
2. Enter User Def List 2 label that will be displayed in Prepay Cash Receipts and Prepay Transfer.
   • Selecting Expansion button opens the prompt to enter or browse for value.
     • Selecting Enter opens User Defined List Maintenance to enter new user defined values.

• • • Selecting Browse opens the User Defined List Inquiry to view previously entered new user defined values.

1. Require User Def 2 checkbox when marked will require user to select a user defined value in Prepay Cash Receipts and Prepay Transfer.
2. Enter or select a Source Document that will be used when the system creates the GL Transaction during the posting of a prepay cash receipt. The user will be required to enter a Source Document prior to posting any Prepay Cash Receipts.
3. Enter or select a Transfer Payment Terms ID. This payment term will be used when creating the AR documents during the Prepay Transfer process. The user will be required to enter a Transfer Payment Terms ID prior to transferring prepay.
4. Choose one of the following options for Print Cash Receipt on Save:

Print Automatically – the system will print the prepay cash receipt document automatically when the prepay is saved.
Don't Print – the system will not print the prepay cash receipt when the prepay is saved. The user have the option of printing all the prepay cash receipt documents in a Batch from the Batch Entry window.
Prompt to Print – the system will prompt the user to print the prepay cash receipt each time a new one is saved.

1. Choose one of the following options for Effective Date Warning:
   • Don't Warn, the system will ignore any dates that are entered when applying Prepay.
   • Warn Only, the system will give the user a warning if the Date of the document is outside the Effective Date range, but will allow the Prepay to be applied.
   • Don't Allow, the system will warn and not allow the Prepay to be applied to a document with a date outside the Effective Date range.
2. Choose from the following prepay options:

Choose Document Level Prepay to allow an entire document to be prepaid in one step in the prepay apply process.
Choose Prepay Taxes to apply prepay amounts to tax dollars.
Choose Prepay Freight to apply prepay amounts to freight dollars.
Choose Prepay Use Terms Discount to apply terms discounting to prepaid lines.
Choose Show Cash Receipts & Apply Details to automatically show the expanded line view upon opening Prepay Entry, Prepay Apply and Prepay Cash Receipts Zoom windows.
Choose Disable Product Price for the Prepay Price on Prepay Entry and Prepay Transfer windows to be disabled for a prepay type, Product..

1. Choose OK to save the prepay settings.

Prepay Classes

Setting up Prepay Classes

1. Open the Prepay Class Maintenance window.

(Cards>>Cinch Sales>>Prepay Classes)

1. Enter the Prepay Class ID.
2. Enter the Prepay Class Description.
3. Choose Save to save the class.

The user will only be able to delete a prepay class if no prepay has been assigned to it.
If setting up Item Classes in Microsoft Dynamics GP, when the user chooses Save, they will be prompted if they would like to automatically create a prepay class, choose Yes to have a prepay class and description created.
Prepay classes are entirely separate from item classes. In order to include an item in a prepay class the user must attach the prepay class to the item in the Item Extensions Maintenance window

Prepay Periods

Prepay Period Maintenance allows the user to enter Prepay Periods that can be used on Prepay Cash Receipts to define the effective date range the prepayment is valid for.

Setting up Prepay Periods

1. Open the Prepay Period Maintenance window.

(Cards>>Cinch Sales>>Prepay Period Maintenance)

1. Enter a unique Prepay Period ID.
2. Mark the Inactive checkbox to make the prepay period inactive. If this is chosen, the user will not be allowed to use it.
3. In the Start Date field, enter the beginning date of the Prepay Period.
4. In the End Date field, enter the ending date of the Prepay Period.
5. Choose Save to save the information entered for this Prepay Period.
6. Choose Clear to clear the window without saving the information for this Prepay Period.
7. Choose Delete to delete the selected Prepay Period.

Sales Contract Price Setup

Sales Contract Price SetupD2HML|C1H Manual

The Sales Contract Price Setup window is used to setup user defined prices that can be used to calculate a price for Sales Contracts. This will come in handy for milling companies for example, who may charge extra for bagging, bleaching, etc. By adding those things here, the details will print out on the Sales Contract.

Setting up Sales Contract Price defaults

1. Open the Sales Contract Price Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Sales Contract Price Setup)

1. Enter the Item the user defined prices will be used for.
2. Select a Default Ticker Symbol.
3. There are 15 user defined fields that the user can enter prompts, default values and default comments for, enter as many as necessary. The User Def 4 field will also allow the user to enter a Conversion Factor if needing to convert from one U of M to another. User Def 14 and 15 allow the user to enter multiplication factors to perform conversions.
4. The Prompts entered will be available in the Sales Contract Price Entry screen in Sales Contract Entry.
5. Weighted Decimals, defines the decimal precision used for rounding the Weighted Base Price on the Price Calculator Entry window.
6. Adjusted Decimals, defines the decimal precision used for rounding the Adjusted Price calculation fields on the Price Calculator Entry window.
7. Net Decimals, defines the decimal precision used for rounding the Net Price on the Price Calculator Entry window.
8. Choose Save to save the Price Setup for the selected item.
9. Choose Clear to clear the Price Setup without saving changes.
10. Choose Delete to delete the selected Price Setup.
11. Choose Copy to open Copy Item Price Setup.

• • From Item Number defaults to the Item Number you are copying from.
  • From Description defaults to the Item Description you are copying from.
  • From Currency ID defaults to the Item Description you are copying from.
  • Enter or select the To Item Number, the item you are copying the price setup to.
  • To Description will default for the selected Item.
  • To Currency ID, the currency on the item that is getting setup.
  • Select the Copy button to copy the price setup information for the new item to the Sales Contract Price Setup window.
  • Select the Cancel button to discard the copy price setup option.

1. Selecting Price Index opens Price Index Setup window. The Price Index and Reference fields are used to identify pricing origination and can be used for reporting.

• • Enter the Price Index options for the selected item.
    • The indexes will be available within the Sales Contract Price Calculator Entry line.
  • Enter the Price Index References for the selected item.
    • The references will be available within the Sales Contract Price Calculator Entry line.

Credit Limit Setup

Credit Limit SetupD2HML|C1H Manual

This section allows the user to setup the credit limit process. It is divided into the following sections:
 Setting up Credit Limit Options
 Setting up a Credit Limit One-Time Password

Setting up Credit Limit Options

1. Open the Credit Limit Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Credit Limit Setup)

1. Select any of the following to be included in the credit limit checking: AR Balance, Bookings, Orders/Counter Sales, Quotes, Shipments, Unposted Invoices, Deferred Invoices, Prepay Balance, and Unposted Cash Receipts.
   • When the Orders/Counter Sales checkbox is marked, Orders created from Load Order Entry or Load Order Generator will be validated.
2. Warning Levels:
   • Sales Invoice
     • The follow sales documents will be affected by this warning setting, Bookings, Sales Orders, Counter Sales and Invoice Maintenance.
   • Sales Contract
     • Sales Contracts will be affected by this warning setting.
   • Load Order
     • Load Order Entry and Load Generator will be affected by this warning setting.
   • Grain Shipment
     • Outbound Shipping Entry transactions will be affected by this warning setting.
   • Bulk Shipment
     • Bulk Shipping Entry transactions will be affected by this warning setting.
3. Select one of the following options for each of the Warning Levels:

Don't Warn – Select to not be warned if a customer goes over their credit limit.
Warn Only – Select to be warned when a customer goes over their credit limit. This will not require further action to continue the order or invoice.
Warn & Require Password – Select to receive a warning and require that the credit limit password be entered to continue on with the order or invoice.
Warn & Require One-Time Password – Select to receive a warning and require that a one-time credit limit password be entered to continue on with the order or invoice.
See the Setting up a Credit Limit One-Time Password procedure to setup the one-time credit limit password.
When a user overrides a Credit Limit warning the system will record the information and can be viewed from Credit Limit Override Inquiry.

1. If Warn & Require Password was selected above, enter the Credit Limit Password.
2. Choose OK to save the credit limit settings.

Setting up a Credit Limit One-Time Password

1. Open the Credit Limit One-Time Password window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Credit Limit One Time Password)
This window only needs to be setup if the field Warn & Require One-Time Password was selected in the Credit Limit Setup window.

1. Select the User that needs to enter the password.
2. Select the Customer that the password will be used for.
3. The Expiration Date will default in with the system date, but can be changed if necessary.
4. The Time will default in with the time equal to the current time, plus one hour, but can be changed if necessary.
5. Enter the Password the user is to use to bypass his/her credit limit warning.
6. Choose OK to save the password.

Payment Terms Setup

Payment Terms SetupD2HML|C1H Manual

Refer to Microsoft GP manuals for Payment Terms Setup. This sections discusses setting up terms to increment the Due Date and Discount Date on SOP documents to the next business day if they fall on a Saturday or Sunday. And the ability to set up a Payment Term to be calculated by Unit of Measure specific to Cinch SOP transactions.

1. Open the Payment Terms Setup window.

(Tools>>Setup>>Company>>Payment Terms)

1. Discount By Business Day checkbox, when marked when the SOP document is created the system will check the calculated Discount Date, if the day it falls on the weekend it will do the following:
   • Saturday, add 2 days to the Discount Date calculated so it is now set to the following Monday.
   • Sunday, add 1 days to the Discount Date calculated so it is now set to the following Monday.
   • The system will not attempt to reset the dates if the Mondays it falls on is a holiday.
2. Due By Business Day checkbox, when marked when the SOP document is created the system will check the calculated Due Date, if it falls on the weekend it will do the following:
   • Saturday, add 2 days to the Due Date calculated so it is now set to the following Monday.
   • Sunday, add 1 days to the Due Date calculated so it is now set to the following Monday.
   • The system will not attempt to reset the dates if the Mondays it falls on is a holiday.
3. Mark the Per Unit checkbox to calculate the discount entered by a per unit of measure value.
   • When the payment terms is setup to calculate Per Unit and is defined on the item extension the discount will be calculated on a lines basis on the document.
     • When payment terms are defined for the item on Item Extensions, all items on a given invoice must have the same payment discount date and due dates but can have different discount amounts.

Vendor Return Setup

Vendor Return SetupD2HML|C1H Manual

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

Vendor Return Setup

1. Open Vendor Return Setup window.

(Microsoft GP > Tools > Setup > Cinch Sales > Vendor Return Setup)

1. The Header, User Def Prompt 1 & 2 will display in the Vendor Return Entry header.
2. The Detail, User Def Prompt 1 & 2 will display in the Vendor Return Entry line.

Sales Split Maintenance

Sales Split MaintenanceD2HML|C1H Manual

The Sales Split Maintenance window can be used to create split codes for customers to be used on their orders/invoices.

Adding a Split

1. Open the Sales Split Maintenance window.

(Cards>>Cinch Sales>>Splits)

1. Enter the Customer Number who will be the main customer for the split.
2. Enter the Split ID to identify the split being creating.
3. Enter a Split Description to describe the Split ID.
4. For Numeric Entry, choose Decimal or Fractional. If Decimal is chosen, enter a percent in the scrolling window. If Fractional is chosen, use the Num (Numerator) and Den (Denominator) in the scrolling window to represent how the split will be broken out.
5. The Start Date will default with the system date, but may be changed if necessary.
6. Enter or select an End Date if necessary, or leave it blank to be able to use the split ID indefinitely.
7. In the scrolling window, enter the following information:

Select the Split Customer(s) that will be involved in the split.
If Fractional was selected in the Numeric Entry field, enter a Num and Den. The Fraction field will automatically be filled in when these fields are entered.
If Decimal was selected in the Numeric Entry field, enter a Percent amount.
If tracking Grower %, enter a grower percentage.
Mark the Primary checkbox in the line for the customer that is the primary split holder. The partner marked as primary will receive the rounding differences that may occur when splitting invoices.
Continue entering split customers until the split percentage or fraction is equal to 100.

1. To enter exceptions for a split partner, highlight the line of the partner to enter exceptions for, and choose the Exceptions button to open the Split Item Exceptions window:

Select the Item Class or Item Number to enter the exception for.
Enter the Num and Den or Percent depending on the original split's Numeric Entry.

• Choose Save to save the split exceptions.
• If the combined exceptions are under 100% the difference will become the primary owner's responsibility. If the combined exceptions exceed 100% the primary owner will get a credit for the overage.

1. Choose Save to save the split information.

License Maintenance

LicensesD2HML|C1H Manual

This section allows the user to setup different license types and license holders for the different license types. This section is divided into the following procedures:
 Adding a License Type
 Adding a License Holder

Adding a License Type

1. Open the License Type Maintenance window.

(Cards>>Cinch Sales>>License Types)

1. Enter a License Type.
2. Enter a Description for the License Type.
3. Mark the Inactive checkbox for the system not to check for this license and you do not want to delete it.
4. Mark the Restricted Use checkbox if the license type is for a restricted use chemical.
5. To fill the Available Items scrolling window with items, enter a From and To Item Class.
6. To select Item(s) that need the license type in order to be sold, highlight the item in the Available Item window and choose Insert, or choose Insert All to insert all of the available items.

To assign the license types to items individually, this can be done in the Required Licenses window off of the Item Extensions Maintenance window.

1. Choose the Printer icon to print the License Type report, which will list all of the items associated with the license type shown. If print is selected before entering a license type, the report will print for all of the license types in the system.
2. Choose Save to save the License Type information.

Adding a License Holder

1. Open the License Holder Maintenance window.

(Cards>>Cinch Sales>>License Holder)

1. Enter the License Holder ID.
2. Enter the License Holder Name.
3. The License Holder address information can be manually entered or copied from and existing customer Employee or Vendor address.
4. Copy From is a drop down list with the following:
   • Customer, when selected opens the Customers and Prospects lookup. Selected customer will return the primary address information from Customer Maintenance.
   • Employee, when selected opens the Employees look. Selected employee will return the primary address information from Employee Maintenance.
   • Vendor, when selected opens the Vendor lookup. Selected vendor will return the primary address information from Vendor Maintenance.
5. Enter or select the License Type(s) for the license holder.
6. Enter the License Number.
7. Enter the Expiration Date for the license.
8. Enter the State the license in good in, if necessary.
9. The Status field will display EXPIRED if the Expiration Date is prior to your current system date.
10. Choose Save to save the License Holder information.

Sales Discount Maintenance

Sales Discount MaintenanceD2HML|C1H Manual

The Sales Discount Maintenance window is used to create discount codes that can be used in Counter Sales, Order Entry, Invoice Entry and Returns. These discounts can represent good guy, early order or re-plant discounts for example. The discounts can be applied on a line-by-line basis and can be based on Item Class or Item Number.

Adding a Sales Discount

1. Open the Sales Discount Maintenance window.

(Cards>>Cinch Sales>>Sales Discount)

1. Enter the Sales Disc ID.
2. Enter the Sales Disc Description.
3. Mark the Inactive checkbox to no longer use the discount in the system.
4. Enter a Markdown Percent, which will be multiplied by the price to determine the markdown amount.
5. Enter a Markdown Amount, which will be a fixed discount amount that will reduce the price.
6. To allow the discount on only a certain Item Class, select the Item Class.
7. To allow the discount on only a certain Item, select the Item.
8. Enter an Order Expiration Date to discontinue the use of the discount in Order Entry after a certain date.
9. Enter an Invoice Expiration Date to discontinue the use of the discount in Counter Sales, Invoice Entry and Returns after a certain date.
10. Choose Save to save the Sales Discount.

Field & Farm Setup

Field & Farm SetupD2HML|C1H Manual

This section allows the user to setup the following for each customer; farms, fields for each farm, crop years and crop zones for each field and crop year. This information can then be linked to sales documents to help with identity preservation (IP).
This section is divided into the following procedures:
 Adding a Farm
 Adding a Field
 Adding a Crop Year
 Adding a Crop Zone

Adding a Farm

1. Open the Farm Maintenance window.

(Cards>>Cinch Sales>>Farm Maintenance)

1. Enter or select a Customer. If there is a customer/vendor link the linked Supplier/Vendor will default.
2. Enter or select a Supplier/Vendor. If there is a customer/vendor link the linked Customer will default.
3. Sort by drop down list has been added to the View to allow the user to select the sort by.
   • By Farm Description, is the default sort order.
   • By Farm ID
   • By Split ID
4. The scrolling window is used to assign multiple farms to a Customer/Supplier/Vendor.

 Farm ID - Enter an ID for each farm.
 Farm Desc - Enter a description for the farm.
Split ID – Enter a split code for the farm. This field is where AgWorks will look for split code information.

• Clicking on the column heading will sort by the column.

1. Select the Save button to save the information.

Adding a Field

1. Open the Field Maintenance window.

(Cards>>Cinch Sales>>Field Maintenance)

1. Enter or select a Customer. If there is a customer/vendor link the linked Supplier/Vendor will default.
2. Enter or select a Supplier/Vendor. If there is a customer/vendor link the linked Customer will default.
3. Select a Farm. The drop down list will fill with all farms that have been associated with the customer/vendor.
4. Sort by drop down list has been added to the View to allow the user to select the sort by.
   • By Field Description, is the default sort order.
   • By Field ID
   • By Split ID
5. The scrolling window is used to assign multiple fields to a farm.

 Field ID – Enter an ID for each field.
 Field Desc – Enter a description for the field.

• Clicking on the column heading will sort by the column

1. Select the Save button to save the information.

Adding a Crop Year

1. Open the Crop Year Maintenance window.

(Cards>>Cinch Sales>>Crop Year Maintenance)

1. Enter or select a Crop Year.
2. Select the Inactive checkbox to inactive the crop year.
3. Enter a general description for the year.
4. Enter the Start Date for the crop year. Currently, this field is informational only.
5. Enter the End Date for the crop year. Currently, this field is informational only.
6. Select the Save button to save the information.

Adding a Crop Zone

1. Open the Crop Zone Maintenance window.

(Cards>>Cinch Sales>>Crop Zone Maintenance)

1. Enter or select a Customer. If there is a customer/vendor link the linked Supplier/Vendor will default.
2. Enter or select a Supplier/Vendor. If there is a customer/vendor link the linked Customer will default.
3. Select a Farm. The drop down list will fill with all farms that have been associated with the customer/vendor.
4. Select a Field. The drop down list will fill with all fields that have been associated with the given farm.
5. Select a Crop Year. The drop down list will fill with active crop years.
6. The scrolling window is used to assign multiple crop zones to a farm and field in a given crop year. (Example: An eight acre field can be divided into two zones. Zone 1 - 40 acres of corn and Zone 2 - 40 acres of beans.)

Crop Zone – Enter an ID for the crop zone.
Description – Enter a description for the crop zone.
Crop – Enter a crop planted in the crop zone.

1. Select the Save button to save the information.

Additional Customer Information

The Customer Extensions Maintenance window is used to assign a Default License Holder, Branch and Sales Discount to a customer. When this customer places an order this information will automatically be defaulted for him.
The Customer Address Companion Entry window is used to assign an EPA Number GLN Number, DUNS Number, mapping information, and directions for Customers.
The Customer Exempt Tax Details is used to assign Exempt Tax Details to the customer.D2HML|C1H Manual

Customer Extensions Maintenance

Adding Additional Customer Information

1. Open the Customer Extensions Maintenance window.

(Cards>>Sales>>Customer>>Additional>>RM Customer Extensions)

1. The Customer Number and Name will default from the Customer Maintenance window and is display only.
2. Enter or select the Account Segment that the system will use to modify an account with based on the GP Customer. Description will default from the select Account Segment.
   • The system will look to the Customer for Sales Transactions for the Account number to use. Then the system will substitute that account segment value into the full account and look to see if that account exists. If the account exists, the system will use that account as the default account.
3. Enter or select the Default License Holder. If you sell a restricted item to this customer, the specified license holder will automatically default in so the user will only have to enter the license entry window if the license is expired or they need to select a different license holder.
4. The License Holder Name will display when the Default License Holder is selected and is display only.
5. Select a Default Branch for the customer. This will be required before leaving the window.
   • When the Internal Customer checkbox is marked the Destination Site on the Branch Transfer will default to the Main Inventory Site of the customer's Default Branch.
     • If the Branch Main Inventory Site is not populated site user will be required to enter the destination site.
6. Internal Customer checkbox provides the ability to indicate that the customer is a Branch.
   • When the checkbox is marked and the Branch Transfer Setup, Allow SOP Transfers checkbox is marked when sales documents are processed for the customer, the system will generate a Branch Transfer instead of an invoice.
   • When the checkbox is not marked and sales documents are processed for the customer, the system will generate an Invoice.
7. Select a default Sales Discount for the customer if desired.
8. Select a Default Load Order Item for the customer if desired.
9. If using the Meppel Export, select a Meppel Customer Type of Dealer/AgriCenter or End User/Grower.
10. Select the RFD Price Level that will be added to the imported Shipment Invoice during the Cinch Document Exchange CIDX Sales Shipment Import.
    • If the Cinch Document Exchange CIDX Sales Shipment Import, Apply RFD Markup is set to yes, and the RFD Price Level is not defined for the selected customer the record will fail on import.
11. Select the Short Blend checkbox to hide the components of a blend and only display the compiled blend. (I.e. 10-10-10). This applies to AgWorks blends only.
12. Select Assembly Short checkbox for the user to see the assembly item and the component items, however, only the assembly item will be displayed on the invoice and line item statement. This applies to AgWorks blends only.
13. Select the Email Grain Bank Statements checkbox to have the grain bank statements emailed to the customer. The customer's email address must be entered in the Customer Maintenance Options window for this option to work.
14. Choose the User Defined button to open the Customer User Defined Entry window. This window allows the user to enter in user defined values for predetermined user defined prompts setup in the General Setup window.

1. Choose Save to save the Default information.

Customer Address Extensions

Adding Additional Customer Address Information

1. Open the Customer Address Companion Entry window.

(Cards>>Sales>>Customer, Address button)

1. When entering the State, if the Sales Setup, Validate State checkbox is marked the entry will be validated against the States/Regions imported within the State Region Maintenance window.
2. Open the Customer Address Companion Entry window, select Additional>>Address Extensions.

1. The Exclude Sales Contract Adds checkbox:

• When selected a separate Sales Contract Sub Item will not automatically be created for each Customer Address.
• When not selected a Sales Contract Sub Item will automatically be created for each Customer Address.

1. Enter the County/Region that will be used to create relationships between the state on the customer address.

• If the Sales Setup, Validate County checkbox is marked, the entry will be validated against the counties/regions associated with the selected state on the customer's address.
• For more information on setting up state/region and county/territory relationships, please see Setting up a State Region section of this manual.

1. County/Region lookup opens the County Lookup window that displays the counties/regions associated with the selected state on the customer's address.
2. Enter or select a Quadrant where the address is located.
3. Enter the Latitude and Longitude of the address.
4. Enter the MapPoint Addr. if utilizing Microsoft MapPoint software.
5. Enter Directions to the address.
6. GLN Number is to support the export or exchange of Customers in the AGIIS supported Buyer/Seller identifiers.

• System supports a single GLN number for each Dynamics Customer Address.
• System allows the same GLN to be used on multiple Dynamics Customer Address records.

1. DUNS Number (the DUNS or EBID number) is to support the export or exchange of Customers in the AGIIS supported Buyer/Seller identifiers.

• System supports a single DUNS number for each Dynamics Customer Address.
• System allows the same DUNS/EBID to be used on multiple Dynamics Customer Address records.

1. Choose Save to save the information.

Customer Exempt Tax Details

Adding Additional Customer Tax Exempt Details

1. Open the Customer Exempt Tax Details window.

(Cards>>Sales>>Customer, Additional>>Tax Exempt Details)

1. Select Tax Detail, click Insert to add the tax detail to the Exempt Tax Detail section.

• When a customer has Exempt Tax Details selected, tax will not be calculated on Cinch documents, Invoice Maintenance, Counter Sales, Prepay Cash Receipts, Returns, Sales Orders and Prepay Transfers.

1. Click Ok to close the window.

Setting Up Item Long Short

Setting up Item Long Short

This section describes how to setup the information needed for the position reporting of inventory items over user defined time periods.
This section is divided into the following procedures:
 Adding a Branch Schedule
 Adding an Item Group
 Adding an Item Projection
 Item Long Short Setup

Adding a Branch Schedule

Branch Schedule Maintenance is used to define the branches to include on the Item Long Short Report.

1. Open the Branch Schedule Maintenance.

(Microsoft GP>>Tools>>Setup>>Cinch Sales>>Branch Schedule Entry)

1. Enter Schedule ID, a unique identifier for the Branch list.
2. Enter Schedule Description.
3. Schedule Lookup opens the Branch Schedule Lookup.

• • Lookup can be restricted by Schedule ID or Description.

1. Enter a Region and then hit the Select Region button to mark each Branch in the Region.
2. The scrolling window will display all branches setup in the system at the time the window is opened.
   • Checkbox is used to select or unselect the branch(s) to include in the schedule.
   • Select the column checkbox to select/unselect all branches.
3. Save button when selected will save the Schedule.
4. Clear button when selected will clear the window without saving changes.
5. Delete button when selected will delete the selected Schedule.

Adding an Item Group

Item Group Maintenance is used to define groups of items that will be displayed as the Group ID and combine quantities on the Item Long Short Inquiry.

1. Open the Item Group Maintenance.

(Microsoft GP>>Tools>>Setup>>Cinch Sales>>Item Long Short Group Setup)

1. Enter Group ID, a unique identifier for the group of items.
2. Enter Group Description.
3. Group ID Lookup opens the Item Group Lookup.

• • Lookup can be restricted by Group ID or Description.
    • The exact phrase and case sensitivity will have to be used to fine the description.

1. Unit Of Measure, the unit of measure that the group quantities and cost will be displayed in on the report.
2. Scrolling Window:
   • Select Item to be assigned to the group.
     • Only items whose unit of measure schedules have a unit of measure that matches the unit of measure of the group will be allowed in the list.
     • Once an item is assigned to the group the unit of measure in the header will be locked.
   • Item Description
   • Factor
     • Factor that the converted transaction quantities for the item will be multiplied by.
     • Factor will default to one when a new line is added in the scrolling window, but can be changed.
   • Percent
     • Percent that the converted and factored transaction quantity will be multiplied by to come up with a position quantity for the inquiry to display.
     • Percent will default to 100 on new lines being added to the scrolling window, but can be changed.
3. Save button when selected will save the Group.
4. Clear button when selected will clear the window.
5. Delete button when selected will delete the selected Group.
   • If the group is assigned to a report the delete button is disabled.

Adding an Item Projection

Item Projection Entry is used define the projected sales activity by item. Item Projection Entry is used in conjunction with the Item Long Short Setup to determine the item projections that will be included in the Item Long Sort Inquiry.

1. Open the Item Projection Entry.

(Microsoft GP>>Tools>>Setup>>Cinch Sales>>Item Long Short Projections)

1. Enter Projection ID, an identifier for the set of projections.
   • Projection ID does not need to be unique but the combination of the Projection ID, Branch and Projection Year do.
   • To consolidate projections for multiple branches on the Item Long Short Inquiry, it is recommended to use the same Projection ID for each Branch and Projection Year combination.
2. Projection Lookup button opens the Projection Lookup window.

• • Select to include Active and/or Inactive projections.

1. Enter the Branch the projections are for.
2. Enter the Projection Year.
3. Enter Description for the projection.
4. Inactive checkbox, when marked will not be allowed to select on the Item Long Short Setup.
5. Select Item to include in the Projection.
6. Enter the item projections in the appropriate months.
7. Save button when selected, will save the projection.
8. Clear button when selected, will clear the window without saving changes.
9. Delete button when selected, will delete the selected projection.
   • If a projection is associated to an Item Long Short Report ID it cannot be deleted.
10. To Copy an existing Item Projection:
    • Select Projection ID and populate the Copy To information, Projection ID, Branch Projection Year and Description. Click the Copy button.
    • The new projection will be saved and populated on the screen.

Item Long Short Setup

Item Long Short Setup is used to define report options for the Item Long Short Report.

1. Open the Item Long Short Setup.

(Microsoft GP>>Tools>>Setup>>Cinch Sales>>Item Long Short Setup)

1. Enter Report ID, a unique identifier for the set of options for the Report ID.
2. Enter Report Description.
3. Report ID Lookup opens the Report ID Lookup window.

• • The find by drop down list includes:
    • Report ID
    • Description
    • Projection ID

1. Selection checkboxes, when marked the transaction type will display in the inquiry. By default all checkboxes are marked.
   • Inventory On Hand
   • Purchase Orders, when marked the drop down list will be enabled.
     • Purchase Order drop down list defines the date to use for the position date. Options are:
       • Requested Date
       • Promised Date
       • Promised Ship Date
   • Cinch Purchase Contracts, when marked the drop down list will be enabled.
     • Cinch Purchase Contract drop down list defines the date to use for the position date. Options are:
       • Delivery From Date
       • Delivery End Date
   • Cinch Sales Orders
   • AgWorks Bookings, when marked the drop down list will be enabled.
     • AgWorks Bookings drop down list defines which AgWorks Bookings to included when calculating the inquiry line, it will have the following options:
       • All when selected will include confirmed and unconfirmed bookings.
       • Confirmed Only when selected will include confirmed and partially confirmed bookings. The full booking amount will be used even for partially confirmed bookings.
   • Cinch Bookings
   • Cinch Sales Contracts, when marked the drop down list will be enabled.
     • Cinch Sales Contracts drop down list defines the date to use for the position date. Options are.
       • Delivery From Date
       • Delivery End Date
   • Cinch Prepayments, when marked the drop down list will be enabled.
     • Cinch Prepayment drop down list defines the date to use for the position date. Options are.
       • From Date
       • To Date
   • Futures, when marked the drop down list will be enabled.
     • Futures drop down list defines the date to use for the position date. Options are:
       • Beg of Month
       • End of Month
   • Options
   • Projections, when marked the Projection Lookup and drop down list will be enabled.
     • Projection ID, associates a Projection ID to use to forecast future inventory flows when creating the inquiry.
     • Projection drop down list:
       • Since projections are for whole month increments and periods for the item long short can be down to a particular day of the month, the drop down list will tell the system if these quantities should be included on the first day of the month or the last day of the month. In this way if a period should break on the 10^th of the month and the drop down list is Beg of Month then the projection will be in that period but if the drop down list is End of Month then it will be pushed to the next period.
       • Options are:
         • Beg of Month, projection quantities are based on the Positioning Start Day, i.e. January 1st. When selected if the date the report is run is in the current month the current month projections will not be included.
         • End of Mon, projection quantities are based on the Positioning End Day, i.e. January 31st.
2. Branch Schedule, defines the branches to be included on the report.
   • Branches are based on the selected Branch Schedule setup in Branch Schedule Maintenance.
   • Branch Security, is not enforced at the item position level. In other words if a user only has security for Branch A, and NOT branch B or C. The user can still see the overall, region and branch position for All branches A, B, and C. However, drill backs exposing branch specific transactions (not rolled up) WILL BE restricted by Branch.
   • Dynamics GP transactions are not branch specific. As such, the system will use the Inventory Site as specified by the transaction, then use the Default Branch for that site as specified in Cinch Location Code COMP Entry.
3. All Branches/Sites checkbox:
   • When marked the Branch Schedule field will be cleared.
   • The item long short will include all branches and sites.
4. Quantity Decimal, defines the decimal precision the quantities will be displayed on the inquiry. This will default to zero but can be changed.
5. Currency Decimal, defines the decimal precision the currencies will be displayed on the inquiry. This will default to two but can be changed.
6. Item/Group is used to setup the list of items that will be included on the inquiry window when the Report ID is selected.
   • Select items to view position individually or select a Group ID to view a group of items in one line.
   • Unit of measure is defined by the selected Item or Group ID setup on Item Group Maintenance.
7. The other scrolling window is used to define the positioning columns in the inquiry when projecting out into the future.
   • Column Description, the column heading displayed when the inquiry is generated.
   • Start Month, is the month that starts the period.
   • Start Date, is the day of the month that starts the period.
   • End Month, is the month that ends the period.
   • End Date, is the day of the month that ends the period.
   • No overlap will be allowed when setting up the groups.
   • When the column is displayed in the inquiry window the year will be tacked on automatically after the description. For example if a transaction has a transaction date of 01/22/2013 and we run the report and the transaction date ends up in the winter season the column heading where this transaction will be included will read "Winter 2013".
8. Save button when selected will save the selected Report ID.
9. Clear button when selected will clear the window.
   • Clear will not undo any changes made in the scrolling windows unless it is a new record that has not been saved.
10. Delete button when selected will delete the selected Report ID and all associated records.
11. Copy button will copy an existing Report ID.
    • Select an existing Report ID, enter a Copy To Report ID and click the Copy button. All information on the existing Report ID will be copied to the new Report ID and saved.

Additional Salesperson Details

Additional Salesperson DetailsD2HML|C1H Manual

The Salesperson Details window allows the user to set a Salesperson Account for each Salesperson if Account Modification by Salesperson is enabled in General Setup.

Adding Additional Salesperson Details

1. Open the Salesperson Details window.

(Cards>>Sales>>Salesperson>>Additional>>Salesperson Extensions)

1. Enter or lookup the Salesperson Account number.
2. Choose Save to save the information.

Customer – Vendor Linking

Customer – Vendor LinkingD2HML|C1H Manual

Customer – Vendor Linking is used to link customers and vendors.

Linking Customers and Vendors

1. Open the Customer – Vendor Linking window.

(Cards>>Cinch Sales>> Customer-Vendor Linking)

1. Available Customers displays customers that are not linked to a vendor.

• Restriction by Customer Class when selected will restrict the displayed by the selected class.
• Scrolling window dropdown list provides:
  • By Customer Name, when selected will sort list by name.
  • By Customer ID, when selected will sort list by Customer ID.
  • Find by Name, when selected the Find Value window opens to enter the Customer Name to search for.
  • Find by ID, when selected the Find Value window opens to enter the Customer Number to search for.
  • Create Vendor, when selected opens the Vendor Maintenance window populated with information from the selected customer.
  • Customer Edit, when selected opens the Customer Maintenance for the selected customer

1. Available Vendors displays vendors that are not linked to a customer.

• Restriction by Vendor Class when selected will restrict the displayed by the selected class.
• Scrolling window dropdown list provides:
  • By Vendor Name, when selected will sort list by name.
  • By Vendor ID, when selected will sort list by Vendor ID.
  • Find by Name, when selected the Find Value window opens to enter the Vendor Name to search for.
  • Find by ID, when selected the Find Value window opens to enter the Vendor Number to search for.
  • Create Customer, when selected opens the Customer Maintenance window populated with information from the selected vendor.
  • Vendor Edit, when selected opens the Vendor Maintenance for the selected vendor.

1. Linked Customers – Vendors displays all linked customer-vendor records.

• Scrolling window dropdown list provides:
  • By Customer ID, when selected will sort list by the Customer ID.
  • By Vendor ID, when selected will sort list by Vendor ID.
  • Find Customer, when selected the Find Value window opens to enter the Customer Number to search for.
  • Find Vendor, when selected the Find Value window opens to enter the Customer Number to search for.
  • Customer Edit, when selected opens the Customer Maintenance for the selected customer.
  • Vendor Edit, when selected opens the Vendor Maintenance for the selected vendor.

1. To Link a customer – vendor:

• Select an Available Customer and select an Available Vendor. When selected the Vendor and/or Customer name will appear in the selection box.
• Select the Currency ID
• Select the Add button, the customer will be removed from Available Customer and the vendor will be removed from the Available Vendor. The linked records will be listed in the Linked Customers – Vendors section.

1. Selecting Remove will move selected linked customer/vendor from the Linked Customers – Vendors section back to Available Customer and Available Vendor sections.
2. Selecting the Clear button will clear the selection boxes; customer, vendor and/or currency ID.
3. OK will close the window.

Tank Maintenance

Tank MaintenanceD2HML|C1H Manual

Tank Maintenance is used to define tanks for each Customer, Ship To address. Tanks can be associated to Prepay Cash Receipts and Sales Contracts that can be applied to delivery invoices.

Setting up Tank Maintenance

1. Open the Tank Maintenance window.

(Shortcuts>Add>Window>Cinch Ag>Project>Tank Maintenance)

1. Enter Tank ID, unique name given to the Tank.
2. Tank Lookup opens Tank ID Lookup.

• Select lookup/find restrictions:
  • Customer:
    • All Customers, default selection.
    • Customer Number, when selected tanks will only be listed for the selected customer number.
  • Tank status:
    • Active
    • Inactive
    • All
  • Tank ID

1. Enter Tank Description
2. XRef ID, is used with Energy Integration.
3. Inactive checkbox, mark when Tank is no longer active.
4. Budget checkbox, mark if the Tank will be used with Budget Billing.
5. Enter Customer Number
6. Customer Name will default for selected customer.
7. Ship To will default for the selected customer.

• Address, City, State and Zip Code.

1. Enter Item Number
2. Item Description will default from selected item.
3. K Factor is only used with Energy Integration.
4. Degree Location is only used with Energy Integration.
5. Delivery Type is only used with Energy Integration.
6. Route ID is only used with Energy Integration.
7. Route Driver is only used with Energy Integration,
8. Enter Longitude
9. Enter Latitude
10. Enter Directions
11. Enter User Defined 1, additional information for the tank.
12. Enter User Defined 2, additional information for the tank.
13. Last Delivery Date, displays date of the last delivery made to this tank.
14. Last Delivery Date will be updated with Energy Integration deliveries.
15. Last Gallons Delivered will be updated with Energy Integration deliveries.
16. Last % Filled will be updated with Energy Integration deliveries.
17. Refill Percent will be updated with Energy Integration deliveries.
18. Enter Split ID for the tank.
19. Select Tank Type

• Propane
• Fuel

1. Select Tank Owner

• Company
• Customer

1. Enter Tank Year
2. Enter Tank Size
3. Enter Tank Useable Size
4. Enter Optimal Delivery Size
5. Enter Gas Check Date
6. Enter Tank Manufacturer
7. Enter Tank Serial Number
8. Enter Tank Reg Date, Regulator Date
9. Enter Tank Reg S/N, Regulator Serial Number
10. Enter Tank Reg Mfgr, Regulator Manufacturer
11. Enter House Reg Date, Regulator Date
12. Enter House Reg S/N, Regulator Serial Number
13. Enter House Reg Mfgr, Regulator Manufacturer
14. Save button, when selected will save the Tank.
15. Clear button, when selected will clear the window without saving changes.
16. Delete button, when selected will delete the selected Tank.
17. New button, when selected will read information from Energy Integration and populate some of the Cinch fields.

• Button is only enabled if Sales Setup/Energy Integration Enabled checkbox is marked.

Reporting Cost Adjustment Setup

Reporting Cost Adjustment SetupD2HML|C1H Manual

This section describes how to setup the system to more accurately report net sales margins (item by item) by tracking rebates as Reporting Cost Adjustments. Please note that no General Ledger transactions will be created, only the calculated amount will be available for reporting.
This section is divided into the following procedures:
 Setting up a Territory Region

• Setting up a State Region
• Setting up a Brand|#AddingaBranchSchedule
• Setting up a Reporting Cost Adjustment

Setting up a Territory Region

Territory Region Maintenance is used to establish territory relationships between selected states and counties. While this information is not mandatory, it does allow the user to establish territories and implement a report cost adjustment program accordingly.

1. Open Territory Region Maintenance

(Cards>Cinch Sales>RCA Region Maintenance)

1. Region ID the unique identifier for the Region.
2. Region Description describes the Region.
3. Include All checkbox, select to include all records in the State scrolling window and all Country/Region records for each State.

• When a Region ID is marked as Include All, the State and County/Region scrolling window will be read only. Only one Region ID can be marked as Include All.

1. State contains a distinct list of records from both the Customer Address Maintenance and State Region Maintenance windows.

• Some states may appear more than once if they are spelled or abbreviated differently.
• All State checkbox will mark/unmark all states. Or states can be selected or unselected individually.
• When a state is selected, a list of counties will be displayed that corresponds to the selected state. By default all counties will be selected.

1. County/Region contains a distinct list of County/Region records defined on the Customer Address Companion Entry and State Region Maintenance windows.

• Some counties may appear more than once if they are spelled or abbreviated differently.
• All County/Region checkbox when marked all County/Regions in the list will be selected. When the checkbox is unmarked all selected County/Regions will be unselected. By default all counties will be selected for a selected state.
• County/Region will be selected on a per state basis and can be selected or unselected individually.

1. Save button when selected will save the entered or changed information.

• When a region is saved, it will be available for selection on the Rebate Reporting Cost Adjustment Setup window.

1. Clear button when selected will clear the information currently displayed on the screen.

• If data modifications were made, users will be warned that changes will not be saved and if they wish to clear their screen. Yes, will clear the window No, will return user to the window without clearing changes.

1. Delete button when selected will delete the selected Region ID.

• System will verify no cost adjustment, past or present, exist for that region. If a rebate program exists for that region user will be warned before the record can be deleted.

Setting up a State Region

State Region Maintenance has been created to enter/edit FIPS (Federal Information Processing Standards) codes for each State/Region and County/Territory. FIPS codes are used for Fertilizer Tonnage Tax reporting.

1. Open State Region Maintenance

(Cards>Cinch Sales> State Region Maintenance)

1. Enter a new or existing State or use the Lookup to select a state.

• If the Sales Setup, Import State and Country button was selected, all 50 US states, all counties associated with the states and the FIPS (Federal Information Processing Standards) codes for each State/Region and County/Territory will already be entered.

1. Enter/view the State FIPS code(s) for the selected state.
2. Enter/view the County (Cnty) FIPS code(s) for the selected county.
3. The user will have the ability to link from a Customer's Ship To Address ID to determine the State and County FIPS codes for placement in SmartList and reports.

Setting up a Brand

Brand Maintenance window has been created to allow the user to setup valid brands. Brands can then be assigned to items allowing the Reporting Cost Adjustment Setup window to be able to restrict items based on brands.

1. Open Brand Maintenance

(Cards>Cinch Sales>Brands)

1. Brand ID, enter a brand ID, which will be used throughout CINCH to identify the brand.
2. Brand ID Lookup, opens the Brand Lookup window to select a brand from a list of existing brands.

• Brands can be filtered by Active, Inactive or All records.
• Brands can be sorted (ascending/descending) by Brand ID, Description, User Defined 1 or User Defined 2.
• Choose Select to select a currently highlighted brand to return to the Brand Maintenance window.
• Chose Cancel to close the window without selecting a brand.

1. Description, enter a brief description to identify the brand.
2. User Defined 1, enter user-defined information about this brand.
3. User Defined 2, enter user-defined information about this brand.
4. Inactive, select the checkbox to inactive this brand. Brands that have been marked as inactive can no longer be used throughout the system.
5. Choose Save to save a new brand or update an existing brand.
6. Choose Clear to clear the window ignoring any changes made.
7. Choose Delete to delete a saved brand from the system. Only brands not tied to an item can be deleted.

Setting up a Report Cost Adjustment

Reporting Cost Adjustment Setup is used to setup cost adjustment plans/rebates for a given time frame, territory, adjustment and participating products. These plans/rebates will be used to calculate a reporting cost adjustment amount that can then be used to report the correct accrual amount based on sales.

1. Open Reporting Cost Adjustment Setup

(Cards>Cinch Sales>RCA Setup)

1. Cost Adjustment ID, is the unique identifier for the Reporting Cost Adjustment.
2. Cost Adjustment Lookup, opens the Cost Adjustment Lookup window and allows the user to select an existing cost adjustment.
3. Description describes the Cost Adjustment.
4. Inactive checkbox, when selected, inactivates the Cost Adjustment ID. The system will no longer calculate reporting amounts for the Cost Adjustment ID and the Cost Adjustment ID will not be visible in lookups.
5. Purchase Rebate checkbox:

• Checked signifies the Reporting Cost Adjustment ID is a Purchase Rebate.
• Unchecked signifies the Reporting Cost Adjustment ID is a Sales Rebate.

1. Manufacturer, enter or select the manufacturer providing the rebate.

• Manufacturer must be an existing Manufacturer in CINCH (Cards>Cinch Sales>Manufacturer Entry).

1. Manufacturer Name, when a valid Manufacturer is selected the Manufacturer Description will be displayed to the right of the Manufacturer.
2. Vendor ID, enter or select an existing Vendor in Dynamics GP.
3. Vendor Name, when a valid Vendor is selected the name will display to the right of the Vendor ID.
4. Effective Dates (From and To) are the dates the rebate is active.

• The date can be modified; however, if modified, system will verify no reporting cost adjustments occurred during the original dates which would be excluded if the new dates were used. If reporting cost exist, a message box will appear stating such and the user will need to remove those reporting cost adjustments before changing the Effective Dates.

1. Meppel Customer Type, select one or all checkboxes. These checkboxes further restrict the sales transactions to be used by this plan/rebate when calculating the cost adjustment.

• Checkboxes:
  • Wholesale/Dealer will map to the Meppel Customer Type Dealer/AgriCenter. Only sales transactions with this Meppel Customer Type will be included in the cost adjustment.
  • Retail/Grower will map to the Meppel Customer Type End User/Grower. Only sales transactions with this Meppel Customer Type will be included in the cost adjustment.
  • All Customers will be included regardless of the Meppel Customer types (Deal/AgriCenter, End User/Grower or None).
• The system will look to the sales order's bill to customer's Meppel Customer Type to categorizes the sales transaction.
• Mapping of Meppel Customer Types is done within the Customer Extensions Maintenance window.

1. Shipment Type checkboxes, select one or both checkboxes. These checkboxes further restrict the sales transactions to be used by this plan/rebate when calculating the cost adjustment.

• Direct Ship, when selected, transactions marked as Direct Ship or Drop Ship will be included in the cost adjustment calculation.
  • Direct Ship are Shipments marked as Direct Ship.
  • Drop Ship are Invoices marked as Drop Ship.
• Non Direct Ship, when selected, transactions not marked as Direct Ship or Drop Ship will be included in the cost adjustment calculation.

1. Adjustment Rate Type is a drop down list with the following options:

• Percent Of List Price, when selected the Target Rate section will be displayed to enter rebate Adjustment Rates. Calculations will be made based on the List Price entered within this window for each item selected and the Adjustment Rate.
• Amount Per Unit, when selected the Target Rate section will be displayed to enter the Adjustment Amounts. Calculations will be made based off the calculated quantity sold for each item selected and the Adjustment Amount.
• Accrue to Cost, when selected the Target Rate section will be displayed to enter the Accrue-To Amount. Calculations will be made based off the difference between the posted items unit cost and the Accrue-To Amount.
• Manual, when selected, allows the user to define the records where cost adjustment will be handled manually. The user will then use the Sales Order Rebate Manual Entry window to create the cost adjustments for these records.
• Percent of Unit Cost, when selected the Target Rate section will be displayed to enter an Adjustment Rate and an Avg Unit Cost field will be displayed within the Item Number Selection section.
  • The Avg Unit Cost field is display only and is calculated by totaling the cost of each Invoice/Return for the selected item and dividing it by the quantity sold.

1. Link Target Rate to Item checkbox works in conjunction with the Adjustment Rate Types of Percent of List Price, Amount Per Unit and Accrue to Cost.

• When the checkbox is marked the Adjustment Rate field in the Item Number Selection section becomes a drop down list allowing the user to select The Target Rate Description rather than enter the appropriate adjustment rate/amount for each item.
• When the checkbox is not marked, the user must enter the adjustment rate/amount for each item within the Adjustment Rate field in the Item Number Selection section.

1. Unit of Measure, enter or select the unit of measure that the Reporting Cost Adjustment quantity (Quantity Sold field) and amount (Reporting Amount field) will be converted to when calculating the cost adjustment.

• The Item Scrolling window will only display items which have the selected unit of measure, within their unit of measure schedule

1. Target Rate, works in conjunction with the Adjustment Rate Types of Percent of List Price, Amount Per Unit, Accrue to Cost and Percent of Unit Cost and allows the user to enter cost adjustment information.

• Description is a free form field allowing the user to enter a cost adjustment description.
  • The Description is used in the Adjustment Rate drop down list field within the Item Number Selection section when the Link Target Rate to Item checkbox is marked.
• Quantity Sold is the total Quantity (in the Unit of Measure selected above) from posted Invoices minus Returns that meet the Cost Adjustment criteria set within this window.
• Reporting Amount is the calculated cost adjustment amount and is based on the selected Adjustment Rate Type.
  • Percent Of List Price, Reporting Amount is obtained by taking the list prices, entered in the Item Selection section, for the selected items that use this Target Rate and meet the requirement for this cost adjustment multiplying them by the Quantity Sold for each item, then adding them all together and multiplying the total by the Adjustment Rate. ((List Price x Quantity Sold) x Adjustment Rate)
  • Amount Per Unit, Reporting Amount is obtained by taking the Adjustment Amount and multiplying it by the total Quantity Sold for the selected items that use this Target Rate and meet the requirements for this cost adjustment. (Adjustment Amount x Quantity Sold)
  • Accrue to Cost, Reporting Amount is obtained by taking the posted item cost for each selected item that uses this Target Rate and meets the requirements for this cost adjustment minus the Accrue to Amount and multiplying them by the total Quantity Sold for each item selected then adding them all together. ((Posted Item Cost – Accrue to Amount) x Quantity Sold)
  • Percent of Unit Cost, Reporting Amount is obtained by taking the Avg Unit Cost and multiplying it by the Quantity Sold for each item, then multiplying the total by the Adjustment Rate. ((Avg Unit Cost x Quantity Sold) x Adjustment Rate)
    • If an adjustment rate is changed after items have been selected and the Link Target Rate to Item checkbox is checked, the change will be rolled down to all selected items.
• Adjustment Rate/Amount is the value used to calculate the cost adjustment. The adjustment value (amount/percent) is based on the selected Adjustment Rate Type.
  • If the Adjustment Rate/Amount is changed, the reporting amount will be recalculated the next them the Reporting Cost Adjustment Calculation Processing is run for the selected Cost Adjustment ID.
  • If the Adjustment Rate type is Percent of List, the List Price in the Item Number section for each item selected must also be populated to calculate the Reporting Amount correctly.

1. Branch Selection, Expansion button opens the Branch Selection window allowing the user to select the branches associated to the Cost Adjustment. When no branches are selected the system will calculate the adjustment for all branches.

• Filter By Region checkbox when selected, only branches for the selected region will be displayed.
• All or Selected radio buttons specifies which branches to view within the scrolling window.
  • All, when selected displays all available branches.
    • By default all active branches will be selected. Previously selected branches for the Cost Adjustment record will display as selected.
  • Selected, will only display selected branches.
• Branch select checkbox:
  • Checkbox in the header, used to select/unselect all branches in the list.
  • Checkboxes in the line, used to select individual branch.
  • When no branches are selected the system will calculate the adjustment for all branches.
• Ok, when selected saves and closes the window.
• Clear, when selected close the window without saving changes.

1. Filter By options consist of restriction filters for the items displayed in the Item Selection section. Options are Brand ID, Item Class Code, Item Number, Item Type, Manufacturer, Package Type, Unit of Measure Schedule and Vendor (Item Vendor). Once an option is selected the user can then use the From and To fields to further define the restriction.
2. Refresh button, when Filter By restrictions are utilized Refresh will redisplay the item selection.
3. Clear Filters button, when selected will clear all Filter By options.
4. Cost Adjustment Type is informational and used to help classify the Cost Adjustments for reporting purposes.
5. Item Number selection – Is a scrolling window which allows the user to select items associated to the Cost Adjustment ID.

• All, Selected or Unselected radio buttons allow the user to specify which items to view within the scrolling window.
  • All, will display all available items.
  • Selected, will only display items which have been selected for the Cost Adjustment.
• Item Number select checkbox, select each item that is associated to the Report Costing Adjustment.
  • Only items setup with Item type of Sales Inventory will be displayed.
  • Only Items where the selected unit of measure is included within the Unit of Measure Schedule for each selected item will be allowed to be selected.
• Item Class displays the Class ID attached to the item.
• Brand ID displays the Brand ID attached to the item.
• UOM Schedule displays the Unit of Measure Schedule attached to the item.
• Quantity Sold is the total Quantity (in the Unit of Measure selected for the Cost Adjustment ID) from posted Invoices minus Returns that meet the Cost Adjustment criteria set within this window.
• Reporting Amount is the calculated cost adjustment amount for the selected item and Adjustment Rate Type.
• List Price will be displayed if the Adjustment Rate Type is Percent of List.
  • The Item List Price must be manually entered to calculate the Reporting Amount.
• Amount will be displayed if the Adjustment Rate Type is Amount Per Unit or Accrue to Cost.
  • If the Link Target Rate to Item checkbox is not marked the Amount must be entered per item.
• Adjustment Rate is the value used to calculate the rebate.
  • If the Link Target Rate to Item checkbox is marked the Adjustment Rate is a drop down list. The available Adjustment Rates come from the Description column of the Target Rates grid.
  • If the Link Target Rate to Item checkbox is not marked and the Adjustment Rate Type is Percent of List the Adjustment Rate value must be entered per item.
• Ascending and descending sort orders are available on the following columns, Item Number, Item Description, Item Class ID, Brand ID, List Price and Adjustment Rate.

1. Regions selection is used to associate Territory/Regions to the rebate which further restrict the sales transactions to be used by this plan/rebate when calculating the cost adjustment.

• Territory/Region displays the list of Region ID's set up in the Territory Region Maintenance window. The user will select the Territory/Regions where the rebate applies.
  • System uses the customer Ship To on the transaction to determine if the Territory/Region qualifies for a cost adjustment when the rebate is calculated.
• Reporting Amount is the total rebate amount for the Cost Adjustment.

1. Rebate Amount Received is the total rebate amount paid by the vendor.
2. Save button when selected will save the entered or changed information.
3. Clear button when selected will clear the window without saving changes.
4. Delete button when selected will delete the selected ID.

• If rebates exist for the selected Cost Adjustment user will receive a prompt warning that adjustment records exist and that deleting will also delete the rebate records.

1. Copy button when selected opens the Copy Reporting Cost Adjustment window allowing user to copy the information from an existing Cost Adjustment to a new Cost Adjustment ID.

• Enter the New Cost Adjustment ID and Description.
• Create button when selected will copy the information of the Cost Adjustment ID to the newly entered Cost Adjustment ID. User will be return to the Reporting Cost Adjustment Setup window with the new Cost Adjustment Cost ID populated.
• Cancel button when selected will close the window without saving modifications.

1. Rebate Receipts when selected opens the Rebates Received window.

• Vendor ID is required to access the Rebates Received window.
• User can enter rebate Receipt Date, Document Number, Amount Received and Description for the receipt.
• When Asset Based Lending (ABL) reporting is done the system will consider the Receipts Received as a receivable for the designated Vendor ID.
• Entering a receipt here does not create a GL transaction for the receipt.

Certificate of Analysis (COA) Setup

This section describes how to setup the system to allow entry, email and printing of the Certificate of Analysis. In addition the system allows the setup of specifications for each item sold.

Certificate of Analysis (COA) Setup

This section describes how to setup the system to allow entry, email and printing of the Certificate of Analysis. In addition the system allows the setup of specifications for each item sold.D2HML|C1H Conditional|platform=manual;target=Manual
This section is divided into the following procedures:
 Setting up Item Analysis and Item Specifications

• Setting up Ingredient Maintenance
• Setting up Ingredient Group Maintenance
• Setting up Item Ingredient Maintenance
• Setting up Customer Ingredient Maintenance
• Setting up Include Specifications on COA
• Setting up Question Maintenance
• Setting up Question Schedule Maintenance
• Setting up Cinch E-Mail Setup
• Setting up Cinch Customer E-Mail Options

Setting up Item Analysis and Item Specifications

The Item Analysis is used to identify which Analysis ID(s) pertains to each Item. Item Specification is used to enter quality specifications per item, per analysis. Both windows are accessed from the Item Extensions Maintenance window.

1. Open Item Extensions

(Cards> Inventory>Item; Additional Item Extensions)

1. Additional>Item Analysis when selected opens the Item Analysis window. The Item Analysis is used to identify which Analysis ID(s) pertains to each Item.

• Item and Item Description will default from the Item Extensions Maintenance window and are not editable.
• Select Analysis ID(s) that pertain to the item.
• Entry Seq is the sequence in which the Analysis IDs should be displayed. This is an optional field.
• Description will default from the selected Analysis ID.
• The user is not allowed to delete an Analysis ID from the scrolling window if COA results have been entered for that ID.
• Save button when selected will save the record.
• Copy button when selected will open the Copy Analysis allowing the user to copy the Analysis ID's from another Item.

• • Enter or select an Item to copy from.
  • The description will default from the selected item.
  • Ok, when selected will copy the Analysis ID's to the selected Item Analysis.
  • Cancel, when selected clears and closes the Copy Analysis from Exiting Item window.

1. Additional>Item Specification when selected opens the Item Specification window. Item Specification is used to enter quality specifications per item, per analysis.

• Item and Item Description will default from the Item Maintenance window and are not editable.
• Comment, select an existing Comment ID or select the Comment expansion button to edit or enter the comments.
  • The comment will be used to communicate various quality and customer specific information on the COA.
• Select the Analysis ID(s) that pertain to the item.
  • Only Analysis ID's that are valid for the item can be selected.
• Description defaults from the selected Analysis ID.
• Min Value defaults from Lot Analysis ID Maintenance Record but are editable.
• Max Value defaults from Lot Analysis ID Maintenance Record but are editable.
• User Defined String (50 characters) allows user to enter user defined information about the Analysis ID.
• Save button when selected will save the record.
• Delete button when selected will the record.
• Initialize button when selected will load the window with all valid Analysis ID's for the item selected.

Setting up Ingredient Maintenance

Ingredient Maintenance allows the entry of Ingredient items that will be printed in the ingredients section of the COA.

1. Open Ingredient Maintenance

(Cards>Cinch Sales>Ingredient Maintenance)

1. Enter an Ingredient ID.
2. Enter Description for the Ingredient ID.
3. User Defined is information about the Ingredient.
4. Inactive checkbox, when marked the Ingredient will not be allowed to be selected within Ingredient Group Maintenance.
5. Save button when selected will save the record.
6. Clear button when selected will clear the window without saving changes.
7. Delete button when selected will the delete the record.

• An Ingredient cannot be deleted if it is in use in an Ingredient Group record or an Item Ingredient record.

Setting up Ingredient Group Maintenance

Ingredient Group Maintenance allows the grouping of Ingredient items.

1. Open Ingredient Group Maintenance

(Cards>Cinch Sales>Ingredient Group Maintenance)

1. Enter an Ingredient Group ID.
2. Enter the Description for the Ingredient Group.
3. Scrolling window:

• Select the Ingredient ID to associate to the group.
  • Only active ingredients can be selected.
  • An Ingredient ID can only be entered once per Ingredient Group.
• Select Percent or Quantity per Base for the selected Ingredient.
• U Of M, is required if Quantity per Base is selected.
• User Defined will default to the User Defined value from the selected Ingredient.
• Delete Row button when selected will deleted the selected line.

1. Save button when selected will save the record.
2. Clear button when selected will clear the window without saving changes.
3. Delete button when selected will the delete the record.

Setting up Item Ingredient Maintenance

Item Ingredient Maintenance is used associate Ingredients to an Item.

1. Open Item Ingredient Maintenance

(Cards>Cinch Sales>Item Ingredient Maintenance)

1. Enter an Item Number.
2. Item Description will default for the selected item.
3. Ingredient Group ID when selected:

• The associated ingredients defined in Ingredient Group Maintenance will populate the scrolling window.
• If the user selects an Ingredient Group ID when there are already ingredient records in the scrolling window then they will be asked if they wish to replace, append or cancel.
  • Replace, when selected will remove all of the existing ingredient records and fill the scrolling window with the new records.
  • Append, when selected will add the new ingredient group records to the existing records. If the append process hits an Ingredient ID that already exists in the scrolling window then this ingredient will not be appended.
  • Cancel, when selected will do nothing but clear the Ingredient Group ID.

1. Ingredient Group Description will default for the selected Ingredient Group.
2. Scrolling window:

• Select Ingredient to associate to the item.
  • Only active Ingredients can be selected.
  • If an Ingredient Group was selected additional ingredients can still be added.
• Select Percent or Quantity per Base for the selected Ingredient.
  • If an Ingredient Group was selected, this will default from the Ingredient Group record.
• Select U of M for the selected Ingredient.
  • If an Ingredient Group was selected, this will default from the Ingredient Group record.
  • U of M is required when Quantity per Base is selected.
• Enter the Entry Seq, the order in which the ingredients will be displayed on the COA.
• Enter User Defined information for the selected Ingredient.
  • If an Ingredient Group was selected, this will default from the Ingredient Group record.
  • If there is no value or an Ingredient Group ID was not used then it will default to the User Defined value on the Ingredient record.
• Lines can be deleted using the Delete Row button.

1. Save button when selected will save the record.
2. Clear button when selected will clear the window without saving changes.
3. Delete button when selected will the delete the record.

Setting up Customer Ingredient Maintenance

Customer Ingredient Maintenance is used associate Ingredients to a Customer.

1. Open Customer Item Maintenance

(Cards>Sales>Customer Items)

1. Select Additional, Customer Item Specification to access the Customer Item Specification window.

• The following will default from the Customer Item Maintenance window:
  • Customer ID
  • Item Number
  • Item Description
  • Customer Item
• Comment, select an existing Comment ID or select the Comment expansion button to edit or enter the comments.
  • The comment will be used to communicate various quality and customer specific information on the COA.
• Scrolling window:
  • Select the Analysis ID(s) that pertain to the customer item.
    • Only Analysis ID's that are valid for the item can be selected.
  • Description defaults from the selected Analysis ID.
  • Min Value defaults from Lot Analysis ID Maintenance Record but are editable.
  • Max Value defaults from Lot Analysis ID Maintenance Record but are editable.
  • User Defined String allows user to enter user defined information about the Analysis ID.
  • Lines can be deleted using the Delete Row button.
• Save button when selected will save the record.
• Delete button when selected will the delete the record.
• Initialize button when selected will load the window with all valid Analysis ID's for the item selected.

Setting up Include Specifications on COA

Include Specification on COA is setup per customer and is used to determines if the Specification Values will print on the COA report.

1. Open Customer Item Maintenance

(Cards>Sales>Customer)

1. Select Additional, Include Specification on COA to access the Include Specification on COA Report window.

• Customer Number will default from the selected Customer.
• Customer Name will default from the selected Customer.
• Include Specification on COA Report checkbox:
  • When checkbox is marked, both the Quality Results and the Specification Values will be printed on the Certificate of Analysis (COA).
  • When checkbox is left unchecked, only the Quality Results will be printed on the Certificate of Analysis (COA).
• Save button when selected will save the information.
• Clear button when selected will clear the window without saving changes.

Setting up Question Maintenance

Question Maintenance is used to enter question prompts and pass/fail values that will be used in the Inspection Entry form based on the defined Question Schedule Maintenance, Schedule.

1. Open Question Maintenance

(Cards>Cinch Sales>Question Maintenance)

1. Select the Question Based on radio button to determine how the Pass Value will be setup and used:

• List
• Checkbox
• Date
• Comment

1. Question Disabled checkbox when marked the question prompt will no longer be active and therefore will not display on the Inspection Maintenance window.
2. Enter Question Prompt.
3. Pass Value setup options will display differently based on the selected Question Based On radio button.

• If List is selected:

• • Enter the list of Pass Values and Fail Values that will be listed in a drop down list as possible answers to the Question Prompt that will be displayed on the Inspection Entry form.
• If Checkbox is selected:

• • Select the Pass Values radio button (Checked, Not Checked) that qualifies as a pass to the Question Prompt that will be displayed on the Inspection Entry form.
• If Date is selected:

• • Select the Pass Condition radio buttons that qualifies as a pass to the Question Prompt that will be displayed on the Inspection Entry form.
  • Select the Fail Condition radio buttons that qualifies as a fail to the Question Prompt that will be displayed on the Inspection Entry form.
  • When Enter a Number is selected, a Drop Down List will display options. In addition there will be a box to enter the number of days you want to modify the system date by when comparing it to the question response.
    • The Number of days to modify, can be a negative or a positive number. For example if user wants the question to fail if the wash date is more than 3 weeks old, in the Fail condition, user would select "Enter a Number" and "< System Date" and "-21" . The system would then take the system date, subtract 21 days and compare that date to the date entered for the question. If the date entered on the question is less than calculated system date, the question will fail.
• If Comment is selected:

• • Comments are not used to determine pass or fail, instead they provide a place for the user to enter a comment on the Inspection Entry window.

1. Save button when selected will save the record.
2. Clear button when selected will clear the window without saving changes.
3. Delete button when selected will the delete the record.

Setting up Question Schedule Maintenance

Question Schedule Maintenance is used to associate the questions that will be displayed on the Inspection Maintenance per document type.

1. Open Question Schedule Maintenance

(Cards>Cinch Sales>Question Schedule Maintenance)

1. Enter Schedule.
2. Enter Schedule Description.
3. Select Document Type, multiple document types can be selected but the document type can only be on one Schedule.

• Counter Sales
• Bulk Transfer
• Bulk Shipment
• Grain Shipment
• Sales Order

1. Available Questions will be display active Questions from Question Maintenance.
2. Select an Available Question and select the > button move the question to the Added to Schedule.
3. To remove a question select the Added to Schedule question and select the < button to move it back to available.
4. Save button when selected will save the record.
5. Clear button when selected will clear the window without saving changes.
6. Delete button when selected will the delete the record.

Setting up Cinch E-Mail Setup

Cinch E-mail Setup, mark the Enable checkbox for Certificate of Analysis document type to allow the COA to be emailed when the customer has an email setup.

1. Open Cinch E-mail Setup

(Tools>Setup>Company>Email Settings: Sales Series>Additional>Cinch Email Setup or
Tools>Setup>Company>Email Settings: Purchasing Series>Additional>Cinch Email Setup)

Setting up Cinch Customer E-Mail Options

Cinch E-mail Setup, mark the Enable checkbox for Certificate of Analysis document type to enable the Email option when the customer has an email setup.

1. Open Cinch Customer E-mail Options

(Customer Maintenance>Additional>Cinch Email Setup or
Customer Maintenance>E-Mail button opens Customer E-Mail Options>Additional> Cinch Email Setup)

Email Document Setup

Email Documents Setup D2HML|C1H Manual

This section describes the setup required to allow certain Cinch documents to be emailed.
Note: HTML documents can be sent as attachments or embedded into an email. DOCX, PDF and XPS documents can only be sent as attachments within Cinch.
This section is divided into the following procedures:
 Cinch E-mail Setup

• Cinch Vendor E-mail Setup
• Cinch Customer E-mail Setup |#AddingaBranchSchedule

Cinch E-mail Setup

Cinch E-mail Setup is used to select the Cinch documents that can be emailed and to associate the default Message ID for each document type.

1. Open Cinch E-mail Setup.

(Tools>Setup>Company>Email Settings: Sales Series>Additional>Cinch Email Setup or
Tools>Setup>Company>Email Settings: Purchasing Series>Additional>Cinch Email Setup)

1. The Enable checkbox when marked will enable the Email option on the selected document type when the customer/vendor has an email setup.

• Sales Document Setup document types:
  • Outbound Scale Ticket
  • Outbound Meter Ticket
  • Bill of Lading
  • Sales Contracts
  • Load Order & Generator
  • Sales Order (Enables both Sales Orders and Counter Sales)
  • Sales Invoice
  • Sales Return
  • Cash Receipt
  • Booking Confirmation
  • Certificate of Analysis

When emailing Cinch Sales documents from Sales Order Entry, Counter Sales, Invoice Maintenance and Sales Returns Entry, it is recommended that all three sales options are selected (Sales Order, Sales Invoice and Sales Return) to ensure the appropriate reports are available to email within each window.

• Purchasing Document Setup document types:
  • Inbound Scale Ticket
  • Inbound Grade Ticket
  • Assembly Sheet
  • Purchase Contracts
  • Settlement Sheet

1. Select the default Message ID for the selected document type. The Message ID becomes enabled when the document enable checkbox is marked.

• Messages are defined in Message Setup (Tools>Setup>Company>E-mail Message Setup)
• Only Message ID's with Series Type of All can be selected.

Cinch Vendor E-mail Setup

Cinch Vendor E-mail Setup is used define the email settings for the Cinch purchase documents per vendor.

1. Open Cinch Vendor E-mail Setup.

(Vendor Maintenance>Additional>Cinch Email Setup or
Vendor Maintenance>E-Mail button opens Vendor E-Mail Options>Additional> Cinch Email Setup)

1. Attachment Options:
   • Send Documents as Attachments checkbox:
     • Checked, documents will be sent as attachments.
     • Unchecked, document will be embed into the message body.
     • Defaults based on what is selected in the Vendor E-mail Options window.

Note: HTML documents can be sent as attachments or embedded into an email. DOCX, PDF and XPS documents can only be sent as attachments within Cinch.

• • Multiple Attachments per E-mail checkbox:
    • Checked, documents of the same document type with the same subject, message body, address to send replies to, To, Cc, and Bcc address will be sent in one e-mail.
    • Unchecked, documents will be sent in individual emails.
    • Only available if Send Documents as Attachments is marked.

Note: Multiple attachments will only work for Contract (Purchase), Ticket (Inbound Scale & Grade Ticket) & Settlement (Sheet) batch types at this time.

• • Set Maximum File Size checkbox:
    • Checked, enables the Megabytes field and allows the user to enter a size limit for attached documents.
    • Unchecked, document size is not limited.

1. Email Address based on Doc Type:
   • Enable, allows the user to assign specific email addresses to a document type. By selecting Enable, the Email Address button "…" will be available within the Send Forms as E-mail section.
   • Disable, disables the ability to assign specific email addresses to a document type.
2. Send Forms as Email, Enable checkbox when marked will enable the Email option on the selected document type when the vendor has an email setup.

• Purchasing Document Setup, only document types defined on Cinch E-mail Setup will be available for selection:
  • Inbound Scale Ticket
  • Inbound Grade Ticket
  • Assembly Sheet
  • Purchase Contracts
  • Settlement Sheet
• The Message ID becomes enabled when the document enable checkbox is marked. The Message ID will default from Cinch E-mail Setup, for the selected document type but can be changed.
• Select the e-mail Format of per document type.
  • When the format is anything besides HTML, a word template will need to be defined for the document report. Refer to Microsoft GP on creating and associating Word Templates.
• Email Address "…", when selected, opens the Email Address Based on Doc Type window. This is used to assign specific email addresses to any or all document types. The button is only enabled when Email Address based on Doc Type is Enabled.

• • Vendor ID, displays the ID of the vendor.
  • Name, displays the name of the vendor.
  • Document Type, displays the document type selected in the previous window.
  • To, mark to send the document type in e-mail using this email address.
  • Cc, mark to send carbon copies of the document type in e-mail using this email address.
  • Bcc, mark to send blind carbon copies of the document type in e-mail using this email address.
  • Email Address, displays the email addresses associated with the vendor's Address IDs.
  • Address Code, displays the Address ID that the email address is assigned to.
  • Apply to Other Doc. Types, mark the document types that you want to send in e-mail using the selected email addresses. The document types available to send depends on the document types selected in the Cinch Vendor E-mail Setup window.
  • Cancel, closes the window without saving changes.
  • Ok, saves the changes made in this window.

Cinch Customer E-mail Setup

Cinch Customer E-mail Setup is used to define the email settings for the Cinch sale documents per customer.

1. Open Cinch Customer E-mail Setup.

(Customer Maintenance>Additional>Cinch Email Setup or
Customer Maintenance>E-Mail button opens Customer E-Mail Options>Additional> Cinch Email Setup)

1. Attachment Options:
   • Send Documents as Attachments checkbox:
     • Checked, documents will be sent as attachments.
     • Unchecked, document will be embed into the message body.
     • Defaults based on what is selected in the Customer E-mail Options window but can be changed.

Note: HTML documents can be sent as attachments or embedded into an email. DOCX, PDF and XPS documents can only be sent as attachments within Cinch.

• • Multiple Attachments per E-mail checkbox:
    • Only available if Send Documents as Attachments is marked.
    • Checked, documents of the same document type with the same subject, message body, address to send replies to, To, Cc, and Bcc address will be sent in one e-mail.
    • Unchecked, documents will be sent in individual emails.

Note: Multiple attachments will only work for SOP (sales orders, invoices and returns) and Shipment batch types at this time.

• • Set Maximum File Size:
    • Checked, enables the Megabytes field and allows the user to enter a size limit for attached documents.
    • Unchecked, document size is not limited.

1. Email Address based on Doc Type:
   • Enable, allows the user to assign specific email addresses to a document type. By selecting Enable, the Email Address button "…" will be available within the Send Forms as E-mail section.
   • Disable, disables the ability to assign specific email addresses to a document type.
2. Send Forms as Email, Enable checkbox when marked will enable the Email option on the selected document type when the customer has an email setup.

• Sales Document Setup, only document types defined on Cinch E-mail Setup will be available for selection:
  • Outbound Scale Ticket
  • Outbound Meter Ticket
  • Bill of Lading
  • Sales Contracts
  • Load Order & Generator
  • Sales Order (Enables both Sales Orders and Counter Sales)
  • Sales Invoice
  • Sales Return
  • Cash Receipt
  • Booking Confirmation
  • Certificate of Analysis

When emailing Cinch Sales documents from Sales Order Entry, Counter Sales, Invoice Maintenance and Sales Returns Entry, it is recommended that all three sales options are selected (Sales Order, Sales Invoice and Sales Return) to ensure the appropriate reports are available to email within each window.

• • The Message ID becomes enabled when the document enable checkbox is marked. The Message ID will default from Cinch E-mail Setup, for the selected document type but can be changed.
  • Select the e-mail Format per document type.
  • When the format is anything besides HTML, a word template will need to be defined for the document report. Refer to Microsoft GP on creating and associating Word Templates.
• Email Address "…", when selected, opens the Email Address Based on Doc Type window. This is used to assign specific email addresses to any or all document types. The button in only enabled when Email Address based on Doc Type is Enabled.

• • Customer ID, displays the ID of the customer.
  • Name, displays the name of the customer.
  • Document Type, displays the document type selected in the previous window.
  • To, mark to send the document type in e-mail using this email address.
  • Cc, mark to send carbon copies of the document type in e-mail using this email address.
  • Bcc, mark to send blind carbon copies of the document type in e-mail using this email address.
  • Email Address, displays the email addresses associated with the customer's Address IDs.
  • Address Code, displays the Address ID that the email address is assigned to.
  • Apply to Other Doc. Types, mark the document types that you want to send in e-mail using the selected email addresses. The document types available to send depends on the document types selected in the Cinch Sales E-mail Setup window.
  • Cancel, closes the window without saving changes.
  • Ok, saves the changes you've made in this window.

Chapter 4:Shipping Setup

This chapter explains how to setup information used to aid the shipping process, including shipping quadrants and vehicle information.
The chapter is divided into these sections:
 Vehicle Maintenance – This section will show the user how to add Vehicle information that could be used in reporting as well as auditing purposes.
 Quadrant Entry – This section will show the user how to create quadrants, which can be used to further separate out customers for loads.D2HML|C1H Manual

Vehicle Maintenance – Sales

Vehicle MaintenanceD2HML|C1H Manual

The Vehicle Maintenance window is used to add Vehicle information that could be used in reporting as well as auditing purposes.

Adding a Vehicle

1. Open the Vehicle Maintenance window.

(Cards>>Cinch Sales>>Vehicle Maintenance)

1. In the Vehicle field, enter a vehicle ID, which will be used to identify the vehicle.
2. In the Description field, enter a brief description to identify the vehicle.
3. In the License field, enter the license plate number of the vehicle.
4. In the No. of Axles field, enter the number of axels for this vehicle.
5. Enter the Weight and Cubic Feet for the vehicle.
6. Choose Save to save the information for this vehicle.

Quadrant Entry

Quadrant Entry

D2HML|C1H ManualThe Quadrant Entry is used to create quadrants, which can be used to further separate out customers for loads when using Shipment Schedule Entry.

Adding a Shipping Quadrant

1. Open the Quadrant window.

(Cards>>Cinch Sales>>Shipping Quadrants)

1. Enter the Quadrant to create.
2. Enter a Description for the quadrant.
3. Choose Save to save the quadrant.

Chapter 5:Integration Setup

This chapter explains how to setup the system to integrate with other software products. The chapter is divided into these sections:
 CDMS – This section will allow the user to tie Microsoft Dynamics GP Items with CDMS Item Descriptions.
 AgWorks – This section will allow integrate AgWorks with CINCH. It will show the user how to setup CINCH to work with AgWorks and allow the user to tie Microsoft Dynamics GP Items to AgWorks Items and AgWorks Location Codes to their corresponding CINCH Sales/Seed Branch. It will also explain how long/short blends, restricted use pesticides, and certain farm maintenance processes will work between CINCH and AgWorks.
 PetroVend Import and/or XML Export – This section will allow the user to tie Microsoft Dynamics GP/CINCH Companies, Customers, Items, Sites and Manufactures with XML Companies, Customers, Items, Locations and Manufactures. It also allows the user to tie Microsoft Dynamics GP Units of Measure to UN/CEFACT Codes.
 Feed Mill Management (FMM) – This section will allow the user to integrate FMM invoices with CINCH Sales/Seed invoices and to invoice the feed as a short blend (guaranteed) or long blend (non-guaranteed) invoice. It will also explain how CINCH Grain Bank and FMM Grain Bank work together.

• Greenbook Integration - Greenbook is a service that provides regulatory information. This section describes enhancements made to integrate with Greenbook to assist in keeping regulatory information up to date.

D2HML|C1H Manual

CDMS Item Entry

CDMSD2HML|C1H Manual

The CDMS Item Entry window is used to tie Microsoft Dynamics GP Items with CDMS Item Descriptions. The user will be able to print the CDMS Hazardous Material document from any of the sales transaction windows.
CDMS must be installed in order to use CDMS Items. Please contact CINCH Customer Support for more information.

Setting up CDMS Items

1. Open the CDMS Item Entry window.

(Cards>>Cinch Sales>>CDMS Items)

1. Enter the Start and End Item Class From. The Scrolling window will fill with all Microsoft Dynamics GP items within the item classes entered.
2. Enter an Item Description Like to search for items with a certain description.
3. Enter the following information in the scrolling window:

The Item Number, Description, and Item UM (this is the base unit of measure) will automatically fill from the item classes selected.
Enter or select the CDMS Item Number to tie to the Microsoft Dynamics GP Item Number.
Select the Bulk Item checkbox if the item is in bulk.
Enter the Gallons/Lbs in Base for the item.
Enter the Container Size for the item.

1. Choose Save to save the information.

AgWorks Integration

AgWorks

D2HML|C1H ManualThis section shows the user how to integrate AgWorks with CINCH. It will show how to setup CINCH to work with AgWorks and allow the user to tie Microsoft Dynamics GP Items to AgWorks Items and AgWorks Location Codes to their corresponding CINCH Sales/Seed Branch.
AgWorks must be installed in order for the integration between AgWorks and CINCH to work properly. Please contact CINCH Customer Support for more information. Refer to the CINCH install guide for the current AgWorks version that is supported.
This section is divided into the following procedures:
 Setting up CINCH to Work with AgWorks
 Setting up AgWorks Items
 Setting up AgWorks Loc Entry
 Setting up AgWorks Long/Short Blend Options
 Linking Vendors to Distributors in AgWorks
 Setting up Purchase Integration from AgWorks to CINCH

Setting up CINCH to Work with AgWorks

1. Open the Sales Setup window. (Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales/Seed>>Sales Setup)
2. Mark the AgWorks Enabled checkbox in order to integrate with AgWorks.
3. Select the expansion button to open the AgWorks Setup Options window to finish selecting the setup options.

Setting up AgWorks Items

1. Open the AgWorks Item Entry window.

(Cards>>Cinch Sales>>AgWorks>>AgWorks Items)

1. Enter the Start and End Item Class. Click Redisplay and the Scrolling window will fill with all Microsoft Dynamics GP items within the item classes entered.

 Do not enter Start and End Item Class to display all Items rather than viewing them based on class.

1. Enter an Item Description Like to search for items with a certain description.
2. Enter the following information in the scrolling window:

The Microsoft Dynamics GP Item Number, Description and Base U of M will automatically fill from the item classes selected.

• • Select the AgWorks Type: Product or Service from the drop down list. In AgWorks Items are broken down by Products or Services and will help to narrow the search.

Enter or lookup the AgWorks Item Number to tie to the Microsoft Dynamics GP Item Number.

• • Click Refresh on the AgWorks Item Number lookup in order to see newly added AgWorks Items.

The AgWorks Description will automatically fill in from the AgWorks Item Number selected.
The factor is used for quantity translation. For example: If a quantity for an item in Cinch is using tons and the item being translating from AgWorks is using pounds the factor would be 2,000 (One ton in Cinch is equal to 2,000 pounds in AgWorks). Likewise, if the factors are the same tons to tons the factor would be 1.0.

1. To include the AgWorks Item Seed Modifiers as the cross reference to the Cinch Item:
   • To enable the Seed Modifier functionality run the following script:

UPDATE SubCategory SET PartName1 = 'Seed Size' WHERE SubCategoryID=5
UPDATE SubCategory SET PartName2 = 'Seed Treatment' WHERE SubCategoryID=5
UPDATE SubCategory SET PartName3 = 'Package' WHERE SubCategoryID=5
UPDATE SubCategory SET PartName1 = 'Seed Treatment' WHERE SubCategoryID=6
UPDATE SubCategory SET PartName2 = 'Package' WHERE SubCategoryID=6

• • To disable the Seed Modifier functionality run the following script:

UPDATE Subcategory SET Partname1=NULL
UPDATE Subcategory SET Partname2=NULL
UPDATE Subcategory SET Partname3=NULL
UPDATE Subcategory SET Partname4=NULL
UPDATE Subcategory SET Partname5=NULL
UPDATE Subcategory SET Partname6=NULL

• • Select the AgWorks Item Number expansion button which opens the AgWorks Modifier Entry window. Seed Modifiers as to the cross reference to the Cinch Item.

• • • AgWorks Item defaults from the AgWorks Item Entry with the selected AgWorks Item.
    • Seed Size, Seed Treatment and Package are the different modifiers associated to the AgWorks Item. By cross referencing the seed modifiers to the Cinch item will allow seed items to be correctly imported.
    • Each specific AgWorks Item Modifier combination will be cross referenced to a single Cinch Item. Non-seed items cross referencing has not changed.

1. Choose the Price Level Setup button to open the AgWorks Price Level Setup window. Or navigate to the window (Cards>>Cinch Sales>>AgWorks>>AgWorks Price Levels).

• • The labels will display the different AgWorks price levels.
  • Select the corresponding Microsoft Dynamics GP Price Level for each AgWorks price level used.
  • The Description is display only and will display the description for the selected price level.
    • The AgWorks Price Level label description, from AgWorks Edit Pricing Information, will be displayed if AgWorks Enabled checkbox is marked in Sales Setup.
    • The Price Level label description, from AgWorks Edit Pricing Information, will be pulled and updated each time the window is opened.
  • When the Price Levels have been matched, when a price is changed in Microsoft Dynamics GP for an item/price level, it will automatically be changed in AgWorks.
  • Choose OK to save the price level information.

7. Choose Save to save the information.
Note - The Pricing Integration has the ability to have a mix of AgWorks maintained and CINCH maintained prices. If the Price Level is not matched in AgWorks Price Level Setup, the AgWorks price will be left as is.

Setting up AgWorks Loc Entry

1. Open the AgWorks Item Entry window.

(Cards>>Cinch Sales>>AgWorks>>AgWorks Location Entry)

1. Select the AgWorks Loc Code to assign to a branch.
2. Select the Branch ID that to tie to the AgWorks Loc Code.
3. The scrolling window will fill with the AgWorks Warehouse Names. Enter or select the corresponding Site for each one.
4. Choose Save to save the information.

Setting up AgWorks Long/Short Blend Options

1. After a Blend Order has been marked as Done in AgWorks, it is ready to be brought over to CINCH Sales. AgWorks fertilizer blends can be invoiced as long or short blends. The system defaults are set to display all invoices as long blends. To change the system to display short blends continue with the following procedures.
2. System: Select the Short Blend checkbox in the Branch Maintenance window for all new customers to be invoiced with short blends. This is only a default for the Customer Extensions Maintenance window and can be changed.
3. Customer: Select the Short Blend checkbox in the Customer Extensions Maintenance window for the customer's invoices to display short blends.
4. Item:

 A custom blend item must be setup in order to invoice short blends. This item will be used strictly for short blend invoices and should be a non-inventoried item.
The custom blend item needs to be assigned to the Custom Blend Item field in the Sales Setup window.
 Once the Custom Blend Item field is selected choose how the short blend GL distributions will take place by selecting Component Item or Composite Item from the SB Dist drop down field in the Sales Setup window. Composite will create a GL Distribution for the custom blend (short blend) item only. Component will create a separate distribution for each of the component items based on the accounts assigned to those items.

• The Custom Blend Item Description that is displayed needs to be defined from the Custom Blend Description drop down list in the AgWorks Setup Options window.

For a Microsoft Dynamics GP Item included on a Short Blend line when being brought over from AgWorks, the user must check the In Fertilizer Blend checkbox in Item Extensions Maintenance window. If an item is not marked and it is brought over with a blend from AgWorks, it will be written on a separate line from the short blend.

1. Invoicing: (Options)

 Shipment Invoicing: Change blend from a short blend to a long blend or vice versa in the Shipment Invoicing window. Select the Header Details button to see if the shipment should be a short blend based or a long blend. The check box will default checked or unchecked based on what is selected in the Customer Extensions Maintenance window.
 Invoice Maintenance, Counter Sales or Returns: Change the way the blend will print on the invoice by selecting the Sales Detail window (expansion button next to customer) and checking or un-checking the Short Blend checkbox.
 Invoice Maintenance, Counter Sales or Returns: Change the way an item is included in a blend by selecting the Additional Line Information window (expansion button next to the item) from the expanded line view in Invoice Maintenance, Counter Sales or Returns by checking or un-checking the hide checkbox.

Linking Vendors to Distributors in AgWorks

This section describes how to establish a link between an existing CINCH Vendor and an existing AgWorks Distributor.

1. Open the AgWorks Vendor Link window.

(Cards>Cinch Sales>AgWorks>>AgWorks Vendor Link)

Start and End Vendor Class will refine the search based on the Cinch Class ID.

• Select Display restriction, option are:
  • All
  • Linked
  • Unlinked

Clicking the Redisplay Button will fill the scrolling window with the Cinch Vendor and the associated/linked AgWorks Distributor.

• If the Vendor is not linked the ID and AgWorks Distributor Name will be blank.
• The AgWorks Distributor Name lookup opens the AgWorks Vendor Lookup.

• AgWorks Distributors will be listed for user to select.
• If the Distributor is already linked the Vendor ID will be displayed.

 The Vendor Address Link (click the expansion button next to the AgWorks Distributor Name) is used to establish a link between an existing Vendor Address in Cinch and an existing Shipping Terminal in AgWorks.

• If the Address is not linked the AgWorks Address will be blank.
• The ID lookup opens the AgWorks Vendor Address Lookup.

• AgWorks Distributors Addresses will be listed for user to select.

1. The Vendor Integration will create the AgWorks Distributor in the AgWorks Objects table. The Vendor Addresses will create a Shipping Terminal in the AgWorks Farm table.

Setting up Purchase Receipt Integration from AgWorks to CINCH

This section describes how to setup Purchase Order Processing in order for the Purchase Receipt Integration to work.

1. Open the Purchase Order Processing Setup window.

(Microsoft Dynamics GP>Tools>Setup>Purchasing>Purchase Order Processing)

The Display Item During Entry By must have Item selected.
The Option, Allow Receiving Without a Purchase Order, must be selected.

• If setup is not done correctly the integration will fail and end up in the Integration Error Log.

Petroleum Import, XML, Meppel, and AgriMine Export

Petroleum Import, XML, Meppel, and AgriMine Export

D2HML|C1H ManualThis section will allow the user to tie (cross reference) Microsoft Dynamics GP/CINCH Companies, Customers, Items, Sites and Manufacturers with XML Companies, Customers, Items, Locations and Manufacturers. It also allows the user to tie Microsoft Dynamics GP Units of measure to UN/CEFACT Codes and to select the transactions to export.
This section is divided into the following procedures:

• Company Setup for PetroVend Import, XML or Meppel Export

 Customer Setup for PetroVend Import, XML or Meppel Export

• Vendor Setup for MN Lienholder Import
• Address Setup for PetroVend Import, XML or Meppel Export
• Credit Card Setup for PetroVend Import, XML or Meppel Export

 Item Setup for PetroVend Import, XML or Meppel Export
 Site/Location Setup for PetroVend Import, XML or Meppel Export
 Manufacturer Setup for PetroVend Import, XML or Meppel Export
 U of M Setup for PetroVend Import, XMP or Meppel Export
 Salesperson Setup for Petro Vend Import, XML or Meppel Export

• Payment Terms for Energy Integration
• AgriMine Exports

 Setting up a XML or Meppel Export

Company Setup for PetroVend Import, XML or Meppel Export

1. Open the Company X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Company Entry)

1. Enter or select the X-Ref Type. You may have several different types depending on the import and/or export needs.
2. Enter a Description for the type.
3. The Scrolling window will automatically fill with all of the Companies and their Company Name.
4. Enter the corresponding XRef Company that the XML transactions will be made for.

Customer Setup for PetroVend Import, XML or Meppel Export

1. Open the Customer X-Ref Entry window.

(Cards>>Cinch Sales>> XML – Export Ref>>Xref Customer Entry)

1. Enter the X-Ref Type to assign customers to. You may have several different types depending on the imports or exports.
2. Enter a Description for the X-Ref Type.
3. The Scrolling window will fill with all of the Microsoft Dynamics GP Customers and Customer Names.
4. Enter the XML Customer Number that corresponds to the Microsoft Dynamics GP Customer.
   • If there are multiple XML Customers that need to be associated to the Microsoft Dynamics GP customer, click the XRef Customer expansion button to open the Multiple XRef Customer Entry window. Enter each XRef Customer.
5. Choose Save to save the X-Ref Type and Customer information.

Vendor Setup for MN Lienholder Import

1. Open the Vendor X-Ref Entry window.

(Cards>Cinch Sales>XML – Export XRef>XRef Vendor Entry)

1. Enter the X-Ref Type to assign vendors to. You may have several different types depending on the import.
2. Enter a Description for the X-Ref Type.
3. The Scrolling window will fill with all of the Microsoft Dynamics GP Vendors and Vendor Names.
4. Enter the XML Vendor Number that corresponds to the Microsoft Dynamics GP Vendor.
   • If there are multiple XML Vendors that need to be associated to the Microsoft Dynamics GP Vendor, click the XRef Vendor expansion button to open the Multiple XRef Vendor Entry window.  Enter each XRef Vendor.
5. Choose Save to save the X-Ref Type and Vendor information.

Address Setup for PetroVend Import, XML or Meppel Export

1. Open the Company X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Address Entry)

2.Select the X-Ref Type to cross reference Address Codes for.
3.Enter a description.
4.Choose a Microsoft Dynamics GP Customer ID. The Name will automatically fill in based on the selected customer.
5.Choose the Address Code to cross reference.
6.Enter the corresponding X-Ref Address Code.
7.Choose Save to save the address information.

Credit Card Setup for PetroVend Import, XML or Meppel Export

1.Open the Credit Card X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Credit Card Entry)

2.Select the X-Ref to create credit card cross references for.
3.Enter a description.
4. To select a certain credit card, enter it or use the find on the Credit Card Name header field.
5.The scrolling window will fill with all of the Microsoft Dynamics GP credit cards and descriptions, or from the one entered in the header.
6.Enter the XRef CC.
7. Choose Save to save the cross reference information.

Item Setup for PetroVend Import, XML or Meppel Export

1. Open the Item X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Item Entry)

2. Enter the X-Ref Type to assign items to. You may have several different types depending on the imports or exports.
3. Enter a Description for the X-Ref Type.
4. To display only certain Item Numbers, enter it in the Item Number header or choose Find.
5. The Scrolling window will fill with all of the Microsoft Dynamics GP Items and Item Descriptions, or only the one entered an item above, only that item will fill.
6. Enter the XML Item Number that corresponds to the Microsoft Dynamics GP Item.

• • If there are multiple XML Items that need to be associated to the Microsoft Dynamics GP item, click the XRef Item expansion button to open the Multiple Item Entry window. Enter each XRef Item Number.

7. Choose Save to save the X-Ref Type and Item information.

Site/Location Setup for PetroVend Import &/or XML Export

1. Open the Location X-Ref Entry window.

(Cards>>Cinch Sales>> XML – Export Ref>>X-Ref Location Entry)

1. Enter or select the X-Ref Type. You may have several different types depending on the import and/or export needs.
2. Enter a Description for the type.
3. The Scrolling window will automatically fill with all of the Microsoft Dynamics GP Sites and their description.
4. Enter a corresponding XRef Location for each site that needs XML transactions created. If running Energy Integration the XRef Location is the Cargas Inventory location.
   • If there are multiple Locations that need to be associated to the Microsoft Dynamics GP site, click the XRef Location expansion button to open the Multiple XRef Location Entry window.
5. Choose Save to save the X-Ref Type and Location information.

Manufacturer Setup for PetroVend Import &/or XML Export

1. Open the Manufacturer X-Ref Entry window.

(Cards>>Cinch Sales>> XML – Export Ref>>X-Ref Manufacturer Entry)

1. Enter or select the X-Ref Type. You may have several different types depending on your import and/or export needs.
2. Enter a Description for the type.
3. The Scrolling window will automatically fill with all of the CINCH Manufacturers and their names.
4. Enter a corresponding XRef Manufacturer for all manufacturers that needs XML transactions.
5. When setting up for Meppel Export, the Manufacturer Report Types need to be defined. Click the Manufacturer expansion button to open the Meppel Report Types window.

1. Enter a Report Type, Report Name
2. Select Customer Type:
   • Dealer/AgriCenter
     • "9" will be written to the export file.
   • End User/Grower
     • "92" will be written to the export file.
3. Select the SOP type transaction (Invoice or Return)
4. Select the appropriate Vendor Type (Agent or Distributor).

U of M to UN/CEFACT Codes

1. Open the U of M Entry window.

(Cards>>Cinch Sales>>Units of Measure)

1. Enter or Select a U Of M.
2. Enter a Description.
3. Select the correct UN/CEFACT Code for the U Of M.
4. Choose Save to save the information.

U of M X-Ref Setup

1. Open the U of M X-Ref Entry window.

(Cards>>Cinch Sales>> XML – Export Ref>>XRef UofM Entry)

1. Select the X-Ref Type to setup U of M's for.
2. Enter the Description for the U of M.
3. The scrolling window will fill with all available Microsoft Dynamics GP Unit of Measures.
4. Enter the X-Ref U of M and Description for each desired U of M.
5. Choose Save to save the information.

Salesperson Setup for PetroVend Import &/or XML Export

1. Open the Salesperson X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Salesperson Entry)

2.Enter the X-Ref Type to assign items to. You may have several different types depending on your imports or exports.
3.Enter a Description for the X-Ref Type.
4. To display only certain Salespersons, enter it in the Salesperson ID header or choose Find.
5.The Scrolling window will fill with all of the Microsoft Dynamics GP Salespersons and Salesperson Name.
6. Enter the XML Salesperson that corresponds to the Microsoft Dynamics GP Salesperson.
7.Choose Save to save the X-Ref Type and Salesperson information.

Payment Terms for Energy Integration

1. Open the Payment Terms X-Ref Entry window.
(Cards>>Cinch Sales>> XML – Export Ref>>Xref Payment Terms Entry)

1. Enter or select the X-Ref Type. You may have several different types depending on your import and/or export needs.
2. Enter a Description for the type.
3. The Scrolling window will automatically fill with all of the Payment Terms and their Name.
4. Enter the corresponding XRef Price Code that the Integration transactions will use.

AgriMine Exports

The CINCH system supports the AgriMine Export format for exporting AgriMine Customer, Item, and Sales exports.

• AgriMine Customer Export – The AgriMine Customer export will display CINCH customer information for export. Customer information can be filtered by the following:
• Customer
• Customer Class

In the XML Export Entry window, Start Date and End Date can be used to display a date range of customers based on the Last Modified date of the customer record.

• AgriMine Item Export - The AgriMine Item export will display CINCH item information for export. Item information can be filtered by the following:
• Manufacturer
• Item
• Item Class

In the XML Export Entry window, Start Date and End Date can be used to display a date range of items based on the Last Modified date of the item record.

• AgriMine Sales Export - The AgriMine Sales export will display CINCH Invoices and Returns for export. Sales information can be filtered by the following:
• Customer
• Customer Class
• Manufacturer
• Item
• Item Class
• Site
• Branch

The user also has the option to include only invoices, only returns, or both by using the Include checkboxes in Export Criteria Entry. In the XML Export Entry window, Start Date and End Date can be used to display a date range of invoices or returns.
Please see the next section titled Setting Up a XML Export for instructions on setting up Exports.

Setting up a XML Export

1. Open the XML Criteria Entry window.

(Cards>>Cinch Sales>> XML – Export Ref>>Export Criteria Entry)

1. Enter or select an Export Name.
2. Enter a Description for the export.
3. Mark the Inactive checkbox to not be able to use this export in XML Export Entry.
4. Select the Export Type

Inventory Actual
Product Movement

• • Meppel v.3 Product Movement
  • AgriMine Customer
  • AgriMine Item
  • AgriMine Sales

1. The Periodicity is set to Manual for this release.
2. Select to Export to:

Email
Folder
FTP

• Web Service

1. Enter the Email and/or FTP information depending on what was selected for the Export To.
2. Select the Cross Reference Type (Company, Customer, Item, Site, Manufacturer, U of M, Salesperson and Address) that is to be included in this export.
3. Cross Reference drop down lists provide the ability to cross reference on GLN, DUNS or GTIN numbers rather than a cross reference table.
   • The drop down lists will be enabled when the Export Type is Inventory Actual.
   • When a selection is made from the drop down list, if anything other than None is selected the table XRef will be disabled. When a selection is made from the drop down list after table XRef if the selection is anything but None table XRef will get cleared.
   • Company Cross Reference
     • None - is used if changes need to be made to go back to a table cross reference rather than a GLN or DUNS value.
     • GLN when selected the GLN Number from the Company Locations Details will be sent in the PartnerIdentification Agency tag of the XML.
       • The PartnerIdentification Agency tag within the XML will be Other since GLN is not a supported Agency tag in CIDX 4.0 schema.
     • DUNS/EBID when selected the DUNS Number from the Company Locations Details will be sent in the PartnerIdentification Agency tag of the XML.
       • The PartnerIdentification Agency tag within the XML will be D-U-N-S.
   • Item cross reference
     • None - is used if changes need to be made to go back to a table cross reference rather than a GTIN, Selleer Internal value.
     • GTIN when selected the AGIIS Product ID (GTIN) from the Item Extensions Maintenance will be sent in the ProductIdentifier Agency tag of the XML.
       • The ProductIdentifier Agency tag within the XML will be AGIIS Product ID.
     • Seller Internal when selected the Vendor Item for the specified Vendor will be included in the XML.
       • The Primary Vendor from the Item Quantities Maintenance will be used to determine the Vendor to get the Vendor Item.
       • The ProductIdentifier Agency tag within the XML will be Assigned by Manufacturer.
   • Site cross reference.
     • None - is used if changes need to be made to go back to a table cross reference rather than a GLN or DUNS value.
     • GLN when selected the GLN Number from the Locations Code COMP Entry will be sent in the PartnerIdentification Agency tag of the XML.
       • The PartnerIdentification Agency tag within the XML will be Other since GLN is not a supported Agency tag in CIDX 4.0 schema.
     • DUNS/EBID when selected the DUNS Number from the Company Locations Details will be sent in the PartnerIdentification Agency tag of the XML.
       • The PartnerIdentification Agency tag within the XML will be D-U-N-S.
4. All Customer, Manufacturers, Item Classes, Item, Locations and Branches will be included by default, but the user may add restrictions if desired.
5. The following Cross Reference items are required to generate an Inventory Actual Export Type:
   • Company X-Ref or a selected drop down other than None.
   • Item X-Ref or a selected drop down other than None.
   • Site X-Ref or a selected drop down other than None.
   • Manufacturer X-Ref
6. Suppress Zero Quantity checkbox, when marked will suppress exporting of zero quantity inventory.
7. Choose to Include Quotes, Orders, Invoices, Returns and/or Backorders in the export.
8. Select the Save button to save the criteria.

Feed Mill Management (FMM) Integration

Feed Mill Management (FMM)

D2HML|C1H ManualThis section will allow the user to integrate a FMM blend order, using grain banked items, with a CINCH Sales/Seed invoice. The invoice can be either a short blend (guaranteed) or long blend (non-guaranteed) invoice. All invoices created due to grain bank consumption will automatically adjust CINCH grain bank assemblies.
This section is divided into the following procedures:
 FMM Setup - FMM
 FMM Setup – CINCH
 FMM/CINCH Integration

FMM Setup - FMM

1. The FMS Invoicing Options window (Microsoft Dynamics GP>>Tools>>Setup>>Feed>>Feed Mill Setup>>Invoicing) must have Sales Order Processing selected from the Invoice drop down box.
2. The FMS Item Maintenance Options window (Cards>>Feed>>Item Options) must have a FMS Commodity Code selected.
3. The FMS Customer Maintenance window (Cards>>Feed>>Customer Maintenance) must have a Use Grain Bank From customer selected.
4. A FMS Grain Bank Ticket (Transactions>>Feed>>Grain Bank Entry) must be created for the items tracking Grain Bank information in CINCH.

Grain bank functionality is not fully integrated between the two products and double entries of assembly sheets are necessary, at this time.

FMM Setup – CINCH

1. The Sales Setup window (Microsoft Dynamics GP>>Tools>>Setup>>Cinch Sales>>Sales Setup) must have the FMM Installed checkbox checked in order for the integration to take place. At this time, the FMM Destination field will be automatically set to Invoice Maintenance.
2. A Customer/Vendor Relationships needs to be in place for all customers/vendors that will be using this integration piece.

Feed mill Manager uses Customers for invoicing, while CINCH grain bank is stored by Vendor. The Customer/Vendor Link should be used to make the translation from a Feed Sale to a Grain Bank reduction.

1. All Grain Bank items/commodities that will use the integration must have the following fields' setup in the Item Extensions Maintenance window. (Cards>>Inventory>>Item>>Additional>>Item Extension)

Weight UOM
Weight/Unit
Hedge Item
FMS GB UM
FMM has items in various post processing states, such as Cracked Corn, Ground Corn and Cleaned Corn. CINCH Grain Bank commodities are normally received to an item number, such as Corn. FMM groups these items in a Category; CINCH will group these items using the "Hedge Item" field. When an Item Number has a Hedge Item CINCH will consume grain bank based on the Hedge Item NOT the actual item.

1. A CINCH grain bank assembly sheet must be created for the items tracking Grain Bank information in FMS.

Grain bank functionality is not fully integrated between the two products and double entries of assembly sheets are necessary, at this time.

FMM/CINCH Integration

1. Once FMM Setup – CINCH is completed, Invoice a blend order with a status of Mixed/Loaded. The system, depending on setup, will display the invoice number created in Invoice Maintenance.
2. Once a Feed Order is set to mixed/loaded it will appear in the Invoice Maintenance window.

If a batch number was placed on the invoice in FMS the invoice will have that batch number but if no batch was given in FMS the system will place the invoice in a batch named Feed MM/DD/YYYY.
Guaranteed Feed will be invoiced without the individual ingredients. Grain bank information can be viewed in the FMS Grain Bank Guaranteed window reached via the expansion button next to the Item Description field once a Feed invoice is displayed.
Non-Guaranteed Feed will be invoiced with each ingredient as its own line item. Grain bank information can be viewed for each line item in the Grain Banks Detail window reached via the expansion button next to the Use Grain Bank checkbox once you expand the invoice lines.
Once FMS invoices are posted in CINCH the system will identify grain bank consumption and reduce CINCH Grain Bank.

1. If a failure occurs when FMS invoices an order and the invoice does not appear in CINCH's Invoice Maintenance window use the FMS Integration Reconcile window. This window allows the user to manually force the CINCH update of the FMS created document.

For more information on the FMS Integration Reconcile window, see the Utilities chapter.

1. If CINCH receives a transaction from FMS that will drive a CINCH grain bank assembly sheet negative, a record will be written to the Grain Bank Overage Maintenance window. Records can exist in this window until more grain is received on the assembly sheet. Once grain is received select the desired records and choose process. The proper DPR adjustments will be made.

For more information on the Grain Bank Overage Maintenance window, see the Grain Bank Overage chapter in the CINCH Grain Procedure Manual.

1. The need may arise to remove a grain bank consumed transaction. Simply use the Assembly Reverse Transfer window. This will remove the transaction and adjust the DPR accordingly.

For more information on the Assembly Reverse Transfer window, see the CINCH Grain Procedure Manual.

1. Feed invoices that are split in FMS will appear in CINCH's Invoice Maintenance window as two separate invoices.

Greenbook Integration

Greenbook IntegrationD2HML|C1H Conditional|platform=manual;target=Manual

Greenbook is a service that provides regulatory information. This section describes enhancements made to integrate with Greenbook to assist in keeping regulatory information up to date.
This section is divided into the following procedures:

• Cinch Greenbook Installation
• Greenbook Initialization
• Greenbook Update
• Greenbook Item Entry
• Greenbook HazMat Maintenance
• Greenbook HazMat Shipping Document
• Bill of Laing Document

Cinch Greenbook Installation

The following describes the installation of the Cinch Greenbook Integration.

Cinch Application Assembly DLL Installation

1. Close Microsoft Dynamics GP. The application must not be running when installing an add-in.
2. Place the Application.CinchAg.dll file in the Dynamics GP folder. Typically, the default location is C:\Program Files\Microsoft Dynamics\GP.

Cinch Greenbook Installation

1. 1. 1. 1. 1. If running a previous version of Cinch Greenbook, remove the program using Control Panel, Add or Remove Programs.
            2. Run the CinchGreenbookSetup.msi
            3. Click Next on the Welcome to the Cinch Greenbook Setup Wizard.
            4. Mark the I accept License Agreement, click Next.
            5. Select the Destination Folder.
               • Select the destination folder. The default location is C:\Program Files\Microsoft Dynamics\GP2013\.
               • Select Next
            6. Select Install to begin Installation.
            7. Select Finish when Installation is Complete.

Greenbook Initialization

Before the Greenbook integration can be used in Cinch, the Greenbook Hazmat Master table must be initialized.

1. Prior to running Initialization ensure that Greenbook Services Setup has been completed, Sales Setup (Tools>Setup>Cinch Sales>Sales Setup) Greenbook Enabled is marked and the Greenbook Services Setup has been completed.
   • Initialization will need to be done for each company that has Greenbook integration.
2. Select IRGreenbookInitialize.exe from the GP2013/IRGreenbookObjects folder specified in the installation. The default location is C:\Program Files\Microsoft Dynamics\GP2013\IRGreenbookObjects\. The Greenbook Initialization window opens:

• • Enter the sql login information.
    • Choose the Server Name (ODBC) that connects to the Microsoft Dynamics GP instance.
    • Enter the User Name, a Microsoft Dynamics GP login name.
    • Enter the Password corresponding to the User Name.
    • Select the Microsoft Dynamics GP company database name from the Database Name list. The databases listed will depend on the Server Name chosen.
  • Click Save button to save the login values to the registry.
    • The saved information is what the Greenbook Update will use when it runs.
    • If running with multiple companies the information can be saved per company by setting up each company under different Domain User Accounts.
  • Click Initialize to run the initialize process.
    • The initialization status will display on the bottom of the window. Close window when status displays Initialization complete.

1. The initialization will create one or more records for each Greenbook ProductID.
   • If the ProductID has more than one DOT Size defined, a record will be created for each ProductID/Size combination.
   • The required hazmat data will be stored in the Cinch database, and can be viewed from the Greenbook HazMat Maintenance window.
2. Update Individual Product can be used to get an Individual Product ID after the full initialization has been run.

It is recommended to run the Greenbook Update prior to running the individual Product Update.

• • Select Prod ID
  • Update button when selected will run initialization for the selected product.
    • The IRCreatedDate form IRASGreenbookMSTRLog will be updated for the Greenbook Update.

1. A log file is created from initialization, the file (IRGreenbookInitialize_User.log) is located within the domain user running the process temp folder, (User>App Data>Local> Temp). Any errors encountered during initialization will be noted within the log file

Greenbook Update

After the Greenbook data has been initialized in the Cinch database, Greenbook may add or update Products in the web services. The IRGreenbookUpdate application will check the Greenbook web services for updates.

1. Select IRGreenbookUpdate.exe from the GP2013/IRGreenbookObjects folder specified in the installation. The default location is C:\Program Files\Microsoft Dynamics\GP2013\IRGreenbookObjects\.
   • The update application can be scheduled to run periodically by the Windows Task Scheduler, but it can be run manually as well.
   • If running with multiple companies:
     • To run manually login under the Domain User Account used to save the Initialization information for each company.
     • To run from Windows Task Scheduler set up the task to run using Domain User Accounts used to save the Initialization information for each company.
2. Running the update application will send a request to Greenbook for any records updated since the last update or initialize date (IRCreatedDate form IRASGreenbookMSTRLog).
   • When updates exist, the procedure will update the data in the Greenbook Hazmat Master table for any new or updated records not marked as User Modified.
   • Any updates that exist for a User Modified record will need to be updated from the Greenbook Update Exceptions (Greenbook HazMat Maintenance>Update Exceptions button).
   • The process will update the original and current values on the record with the information from Greenbook.
3. A log file is created from initialization, the file (IRGreenbookUpdate_User.log) is located within the domain user running the process temp folder, (User>App Data>Local> Temp). Any errors encountered during update will be noted within the log file.

Greenbook Item Entry

Greenbook Item Entry allows the linking of Greenbook Product ID's to Dynamics GP items.

1. Before linking items ensure a Restricted Use License Type is setup within Cinch Sales (Cards>Cinch Sales>License Types; Restricted Use checkbox marked).
2. Open Greenbook Item Entry

(Cards>Cinch Sales>Greenbook Item Entry)

1. Start Item Class is the first Item Class used to limit the displayed Items by the item class.
2. End Item Class is the last Item Class used to limit the displayed Items by the item class.
3. Item Description Like will display if any of the entered value is included in the Item Description.
4. Click the Redisplay button to populate the scrolling window based on the selected restrictions.
5. Scrolling window includes:
   • Item Number, the Dynamics Item number that is being linked. (Display only)
   • Item Number expansion when selected will open the Item Maintenance for the selected item.
   • Item Description it the Items Description. (Display only)
   • Base UM is the Items Base Unit of Measure. (Display only)
   • Greenbook ProdID is the Greenbook Product ID number.
     • When the Product is linked, and the Greenbook web services indicate that the product is Restricted Use, the Required Licenses Information for the Cinch item will be updated.
       • The Required Licenses companion record (Cards>Inventory>Item; Additional>Item Extensions: Additional> Licenses) will be updated to include the Restricted Use License Type.
   • Click the Greenbook Item Lookup button to open the Greenbook Item Lookup window which displays all of the Greenbook ProductID/DOTSize combinations.

• • • Select the Greenbook Product to associate to the Dynamics Item.
      • When selected it is returned back to the Greenbook Item Entry window.
    • Greenbook ProdID is the Product ID from the Greenbook all products list.
    • Common Name is the Product Name from the Greenbook all products list.
    • Manufacturer (Company) of the product.
    • DOT Size is the size listed in the Greenbook DOT web service.
    • EPA Number is the product's EPA Number.
    • Hazardous ID, a Cinch system generated ID number representing the Hazardous Description for a ProductID/Size combination.
      • This ID is created by the Greenbook Initialization process.
  • Greenbook ProdID expansion button will open the Greenbook HazMat Maintenance window.
    • Select the item in the scrolling window and click the expansion button.
  • Hazardous ID
    • When the Greenbook ProdID is selected, the Hazardous ID will be populated with the Hazardous ID related to the Greenbook ProductID/Greenbook DOT Size combination that was selected in the Greenbook Item Lookup window.
  • Reg Qty Size (Regulated Qty Size)
    • When the Greenbook ProdID number is selected, the Reg Qty Size will be populated with the DOT Size related to the Greenbook ProductID/Greenbook DOT Size combination that was selected in the Greenbook Item Lookup window.
  • Bulk checkbox is marked to indicate a variable quantity container is used.
    • When the checkbox is marked the Gallons/Lbs and Cont Size default to 1.0 and Cont Description will default to Bulk.
  • Gallons/Lbs is the number of Gallons or Lbs.
    • The Unit of measure schedule attached to the Dynamics GP Item MUST contain a Unit of Measure for a Gallon (or Pound).
    • The corresponding Unit of Measure for Gallon or Pound must be set up using the UN/CEFACT code for gallon (GLL) or pound (LBT).
  • Cont Size (Container Size) is the number of gallons or pounds that each container holds.
  • Cont Description (Container Description) is the description of the container that will be used on the HazMat shipping document. Example: Drum, Jug, Barrel, Quart, 2.5 Gallon Jug.
    • For Packaged Product user will enter the number of gallons or lbs. per container. (i.e. carton may contain 6 – 1 Quart jugs, the container size would be .25 gallon).
    • For Bulk Product this will be 1.

1. Save button when selected will save and linking or changes within the scrolling window.
2. Clear button when selected will clear the scrolling window without saving changes.
3. To remove the link between the Item Number and Greenbook ProdID, select the line and click the Delete Link Icon.

Greenbook HazMat Maintenance

Greenbook HazMat Maintenance is used to manually add, edit or view the Hazmat Info for an item.

1. Open Greenbook HazMat Maintenance

(Cards>Cinch Sales>Greenbook Maintenance or Cards>Cinch Sales>Greenbook Item Entry: select item in the scrolling window and click the Greenbook ProdID expansion button)

1. Hazardous ID Is a Cinch system generated ID number representing the ProductID/Size combination.
   • ID is created by the Greenbook Initialization process.
   • If the user creates a record manually, the system will supply the next available number.
2. DOT Regulated checkbox when marked indicates the ProdID/DOT Size combination is DOT regulated.
3. Restricted Use checkbox when marked indicates the ProdID is Restricted Use.
4. Auto-generated checkbox
5. User Modified checkbox will be marked if the ID has been manually modified.
6. Product Name is the common Name of the product.
7. Product ID is the Greenbook Product ID.
   • If the record is manually created the Product it will generated based on the Cinch Item Number with a leading *.
8. DOT Size for the product.
9. EPA Number for the product.
10. Placard ID from the ProdID/DOTSize combination.
11. Emergency Response Guide from the ProdID/DOTSize combination.
12. RQ – Reportable Qty displays the reportable quantity for the Product if one exists. If an RQ exists, "RQ" will be added to the Cinch Hazardous Description.
13. ID Number from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
14. Proper Shipping Name, the shipping name from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
15. Technical Name, the RQ Tech Name from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
16. Hazmat Class, the Hazardous Class from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
17. Packing Group, the Pack Group from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
18. Marine Pollutant checkbox from the ProdID/DOTSize combination. Used to create the Cinch Hazardous Description.
    • Marked = True
    • Unmarked = False
19. Cinch Hazardous Description gets populated from the products Reportable Qty, ID Number, Proper Shipping Name, Technical Name, Hazmat Class, Pacing Group and Marine Pollutant values.
20. MSDS URL, the URL pointing to the MSDS PDF file from Greenbook. From the Greenbook GetDocuments web service.
21. Label URL, URL pointing to the Label PDF file from Greenbook. From the Greenbook GetDocuments web service.
22. Re-entry Interval the Worker Protection REI
23. Personal Protective Equipment the Worker Protection PPE
24. Early Entry the Worker Protection EE
25. Signal ID the Worker Protection Signal ID
26. Signal English the Worker Protection Signal English
27. Refresh From Web when selected will refresh all fields for selected product with fresh data from the Greenbook Web Services. This will overwrite any user modified fields and all original values.
    • User will receive a prompt confirming that they want to refresh the data.
28. Reset Record button when selected will overwrite all user editable fields with the original stored values. This will not get new values from the web services, it only resets the user editable fields.
    • User will receive a prompt confirming that they want to reset the data.
29. Update Exceptions button when selected opens the Greenbook Update Exceptions window which is will display any ProdID updates that need to be processed by the user. The most likely scenario when exceptions will occur is when a user has modified the data originally acquired from the Greenbook web services. In this case, the update process will not overwrite the modified data but instead a record will be added to the Greenbook Update Exceptions log.

• • Update button when selected will update the GreenbookMSTR for the selected record with the newly acquired data from the web services, and clear the record from the exception log.
  • Ignore when selected will clear the selected record from the exception log without updating the data.
  • View Details drop down list contains the following:
    • View Hazmat Details when selected will open the HazMat Original Values to compare the current and the newly acquired data from Greenbook.
    • View Worker Protection Details when selected will open the Worker Protection Original Values to compare the current and the newly acquired data from Greenbook.
  • A SmartList with a Reminder can be set up using the IRASGreenbookMSTRLOG to notify a user when an update exception occurs.
    • The IRActionNeeded value will be Yes for exceptions.

1. Original Values drop down list contains the following:
   • View Hazmat Details when selected will open the HazMat Original Values to compare the original and current data from Greenbook.

• • View Worker Protection Details when selected will open the Worker Protection Original Values to compare original and current data from Greenbook.

1. Active Ingredients button when selected opens the Active Ingredients window to view the active ingredients for the selected product.

• • The Greenbook/Cinch item may have one or more active ingredients.
  • Data Collected:
    • Active Ingredient Name
    • Percent of the active ingredient

Greenbook HazMat Shipping Document

Greenbook HazMat Shipping document will be printed when Greenbook is Enabled.

1. From Sales Documents (Counter Sales Entry, Invoice Maintenance, Sales Order Entry, Fulfillment Entry and Branch transfers) select Print button and select HazMat.
   • When Sales Setup, Greenbook Enabled checkbox is marked:
     • And the GP Item is linked to a Greenbook Item the Greenbook HazMat Shipping document will be printed.
     • If GP Item is NOT linked to a Greenbook Item no HazMat Shipping document will be printed.
   • When the Sales Setup, Enabled checkbox is NOT marked the standard Cinch HazMat document will be printed.
2. The Header of the report contains the Company Info, Doc Number, Date info, Page info, and Ship To information.
3. Line Information – the report body includes:
   • Line Number for each item line in the report.
   • Qty display the number of packages.
   • Package
     • If the item is DOT Regulated this column will display the Container Description as set up in Greenbook Item Entry.
     • If the item is not DOT Regulated this column will display the selling unit of measure.
   • HM column will contain an "X" if the item is DOT regulated.
   • Shipping Description will contain the GP Item Description and the Cinch HazMat Description created from the Greenbook DOT Regulated information.
   • ERG# contains the Emergency Response Guide number.
   • Total Qty/Wt – this column will display the total quantity in Pounds or Gallons. This is determined by the Greenbook Item Entry, Gallons/Lbs field.
     • If the item is DOT Regulated this column will display the total quantity in Pounds or Gallons.
     • If the item is not DOT Regulated this column will display total quantity in the selling unit of measure.
4. The footer Information contains:
   • Emergency phone number will be retrieved from Branch Setup.
   • Placard this load will be populated from the Greenbook Placard ID for each item that it applies.

Bill of Lading Document

Bill of Lading document will print the Cinch Hazardous Description from the Greenbook HazMat Maintenance when Greenbook is Enabled.

1. From Sales Documents (Counter Sales Entry, Invoice Maintenance, and Sales Order Entry) select Print button and select Bill of Lading.
   • When Sales Setup, Greenbook Enabled checkbox is marked and the GP Item is linked to a Greenbook Item the Cinch Hazardous Description will be printed on the Bill of Lading.
   • When the Sales Setup, Enabled checkbox is NOT marked the standard Hazardous ID description setup on the Item Extension will be printed on the Bill of Lading.

Chapter 6: Lot Analysis Setup

If CINCH Seed has been purchased, the user will need to complete the Lot Analysis setup windows to prepare the system for entering lot information. The chapter is divided into these sections:
 Lot Analysis Setup – This section will allow the user to define the MVK, KSD and PLS Units of Measure.
 Lot Analysis ID Maintenance – This section will allow the user to maintain Analysis Codes.
 Lot Analysis Cross Reference – This section will allow the user to maintain the data that establishes a relationship between an Analysis Item and its corresponding Analysis Code.

• Lot Analysis Sequence Entry – This section will allow the user to setup the default Analysis ID's that will appear in Lot Analysis Entry.

D2HML|C1H Manual

Lot Analysis Setup

Lot Analysis Setup

D2HML|C1H ManualThe Lot Analysis Setup window is used to define the MVK, KSD and PLS Units of Measure.

Defining Lot Analysis U of M's

1. Open the Lot Analysis Setup window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Seed>>Lot Analysis Setup)

1. The following lines are available, use the lookup to select the corresponding Microsoft Dynamics GP Unit of Measure.

Thousand Viable Kernels (MVK) – calculated as: ((Warm Germ + Cold Germ)/2 * (Sales/Seed Count * Weight Per Bushel))/1000 or choose the box to switch the calculation to: (Warm Germ * Sales/Seed Count * Weight Per Bushel)/1000.
Thousand Sales/Seed Count (KSD) – calculated as: (Sales/Seed Count * Weight Per Bushel)/1000.
Pure Live Sales/Seed (PLS) – calculated as: Purity * Germ.

1. Mark the Disable Analysis By Location checkbox if the Site ID entry is not required in Lot Analysis Entry.

• Marked – Site ID is not required in Lot Analysis Entry. This will allow entry of a single Lot Analysis for a lot that is being stored in multiple locations.
• Un-Marked – Site ID is required in Lot Analysis Entry.

1. Choose Ok to save the setup changes.

Lot Analysis ID Maintenance

Lot Analysis ID Maintenance

D2HML|C1H ManualThe Lot Analysis ID Maintenance window is used to maintain Analysis Codes. The Analysis Codes are then tied to Reference Codes in the Lot Analysis Cross Reference window.

Creating an Analysis Code

1. Open the Lot Analysis ID Maintenance window.

(Cards>>Cinch Seed>>Lot Analysis ID Maintenance)

1. Enter the Analysis ID.
2. Enter a Description for the analysis.
3. Select the Decimal Places from the drop down, ranging from 0 to 5.
4. Select the Result Type from the drop down; Number, Percent, String, Yes/No.
5. Enter the Maximum Limit for the analysis code.
6. Enter the Minimum Limit for the analysis code.
7. Mark the Include In Composition checkbox to include the analysis code in a composition.
8. Choose Save to save the analysis code.

Lot Analysis Cross Reference

Lot Analysis Cross Reference

D2HML|C1H ManualThe Lot Analysis Cross Reference window is used to maintain the data that establishes a relationship between an Analysis Item and its corresponding Analysis Code.

Setting up Lot Analysis Cross References

1. Open the Lot Analysis Cross Reference window.

(Cards>>Cinch Seed>>Lot Analysis Cross Reference)

1. Select the Analysis Code that corresponds to each of the Analysis Items.
2. Choose OK to save the reference information.

Lot Analysis Sequence Entry

Lot Analysis Sequence Entry

D2HML|C1H ManualThe Lot Analysis Sequence Entry window is used to enter which Analysis ID's will display by default in the Lot Analysis Entry window. The order in which the Analysis ID's appear is also set by the order in which the Analysis Id's are selected.

Setting up Lot Analysis Sequence Entry

1. Open the Lot Analysis Sequence Entry window.

(Microsoft Dynamics GP>>Tools>>Setup>>Cinch Seed>>Lot Analysis Sequence Entry)

1. Enter or Select the Item Class to set defaults for.
2. Select an Analysis ID and click the Insert>> button to select it to display by default.
3. Continue selecting and inserting Analysis ID's in the order to appear in Lot Analysis Entry.
4. Click the Save button when finished inserting the default Analysis ID's.
5. Use the Copy button to copy the default settings from one Item Class to another Item Class.

Part 2: File Maintenance

This part shows the user how to use file maintenance options needed for updating or retrieving voided data. This information includes the following topics:
 Chapter 7: Table Utility – This chapter explains how to use the Table Utility window to update the tables during a product upgrade.
 Chapter 8: Number Void/Recovery – This chapter explains how to use the Number Void/Recovery Maintenance window to recover or void document numbers that may have gone unused because of possible system issues (network connection loss, system crashes, etc.).
Documentation is not yet available for all file maintenance utilities. Please contact your customer service representative for more information.

Chapter 7:Table Utility

D2HML|C1H Manual

File Maintenance

Table Utility

This chapter explains how to use the Table Utility window to update the tables during a product upgrade.
It is very important to backup all data prior to using this utility. Also, it is only necessary to use this utility if directed by product upgrade instructions or your customer support representative.

Updating CINCH Sales/Seed Tables

1. Open the Table Utility window.

(Microsoft Dynamics GP>>Maintenance>>Cinch Maintenance>>Table Utility)

1. From the Launch Products list, select Cinch Ag. The left pane should fill with window names.
2. Leave the File Series at Project.
3. Highlight the tables to compare or update and select Insert, or to update all tables, select the All button. The tables selected should appear in the right pane
4. Select Compare Tables to start the process to see if the tables need updating.
5. When the process is complete, one of the following messages is displayed in the Processing field:

Process Complete No Table Errors – proceed to step 9.
Process Complete WITH Errors – proceed to step 7.

1. If there are errors, the following window will display.

Select the table to update and choose Rebuild, if there are multiple tables select RebuildAll. Once the table has finished updating, the user will receive a message that the table has updated ok.
Choose OK to exit the window.

1. To see the Failed Tables window again, choose the expansion button next to the Compare Tables Button.
2. Update Indexes button:
   • The indexes should be rebuilt 1 time along with the table updates. This process happens automatically when the system prompts the user to Update the database.
   • If manually updating the database, the Update Indexes button provides access to the script to initiate the process manually.
3. Click the Create Cinch Jobs button to create the SQL job, Long Short Inquiry. The job will go through the long short report options and see if a long short report needs to be generated for the time and day it is being run at.
   • The SQL Server Agent must be running for the job to be created and to run.
   • The job is setup to check the long short report options every hour and every day of the week.
4. Backfill button is used during a version update to update the previous data to the new table structures. Refer to the install guide for further information on this.
5. Choose OK to close the window.

Chapter 8:Number Void/RecoveryD2HML|C1H Manual

Number Void/Recovery

This chapter explains how to use the Number Void/Recovery Maintenance window to recover or void document numbers that may have gone unused because of possible system issues (network connection loss, system crashes, etc.).
The chapter is divided into the following procedures:
 Voiding an Unused Document Number
 Recovering an Unused Document Number

Voiding an Unused Document Number

1. Open the Number Void/Recovery Maintenance window.

(Microsoft Dynamics GP>>Maintenance>>Cinch Maintenance>>Number Void/Recover)

1. Select the module of the document number to void, or use the lookup to select the document number to void.

If the user selects a document number that currently exists in the module, they will receive a warning that the number cannot be voided.

1. All of the other fields will fill in with display only information once the document number is selected.
2. Hit Void to void the document number. The system will then flag the number as voided and not return the number. When reporting is done, the user will then be able to see the document number as voided and why it was voided.

Recovering an Unused Document Number

1. Open the Number Void/Recovery Maintenance window.
2. Select the module of the document number to void, or use the lookup to select the document number to void.
3. Mark the Return checkbox.

If the user selects a document number that currently exists in the module, they will receive a warning that the number cannot be voided

1. All of the other fields will fill in with display only information once the document number is selected.
2. Choose the Delete button to return the document number to the system. The number will now be available to use in the module again.

Part 3:Utilities

This part will show the user how to run various utilities to reconcile totals in various parts of the CINCH Sales/Seed system.
This part is divided into the following procedures:
 Sales Contract Reconcile– This procedure will allow the user to reset totals on sales contracts. Doing this will update the Shipping Qty and Remaining Qty fields in Sales Contract.
 SOP Batch Reconcile – This procedure will allow the user to reset totals on Sales Batches.
 Batch Reconcile – This procedure will allow the user to reset totals on CINCH Sales/Seed Batches.
 Activity Reconcile – This procedure will allow the user to remove transaction activity for users that get unexpectedly logged out of the Microsoft Dynamics GP system (network problems, system crashes, etc.) while they are in the middle of entering a transaction.
 FMM Integration Reconcile – This procedure will allow you to manually create a CINCH invoice in the event that a failure occurs when FMM calls the convert SQL procedure in CINCH.

• • Sales Shipment Delete – This procedure allows you to delete any transactions that are currently in Shipment Invoicing. This will come in handy if an imported transaction has errors.
  • Counter Sale Cleanup – This procedure can be used when the user experiences a printer malfunction that will move Counter Sale documents to history based on a selected batch.
  • Sales Document Reconcile - This procedure can be used to view and/or remove orphan records that did not get moved to history from the Sales Comp Header (IRCSSOPHDRCOMP) table.
  • Item Long Short Maintenance – This procedure allows the user to select and delete saved Item Long Short Inquiry Reports.
  • Sales History Address Maintenance – This procedure allows the user to change the Ship To information on posted Invoice and Returns which will allow the record to be evaluated and/or export for Cinch Document Exchanged CIDX Product Movement.

D2HML|C1H Conditional|platform=manual;target=Manual

Sales Utilities

Sales Contract Reconcile

Sales Contract Reconcile

1. Open the Sales Contract Reconciles window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>>Sales Reconcile)

1. Select the Contract Status to Include (All, Open or Closed).
   • By default Open will be selected.
2. Print Error List checkbox when selected, the Sales Contract Reconcile List will be printed, displaying the contracts that where updated. The report includes:
   • Contract Number
   • DRS, delivery row sequence ID
   • PRS, contract price row sequence ID
   • Cust, customer ID
   • Item, item ID
   • Table name, table updated data resides in.
   • Field Name, modified field
   • Before, value before reconcile
   • After, value after the reconcile
   • User, transactions last modified user
   • Date, date transaction was last modified
   • Total number of contracts reconciled
   • Total number of adjustments made
3. Enter the Contract Number From and To, or leave the All Contracts checkbox marked.
4. Enter the Contract Type From and To, or leave the All Contract Types checkbox marked.
5. Enter the Contract Date From and To, or leave the All Dates checkbox marked.
6. Enter the Item Number From and To, or leave the All Items checkbox marked.
7. Select the Customer Number From and To, or leave the All Customers checkbox marked.
8. Select the Branch restriction.
9. The Clear Error Log button is used to clear the log tables used to monitor sale contract changes.
10. Clear button will clear the window without making any changes.
11. Reconcile button when selected will update the Delivered Quantity and Remaining Quantity fields in Sales Contract Entry for the contract(s) that are necessary.

SOP Batch Reconcile

SOP Batch Reconcile

1. Open the Batch Reconcile window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>>SOP Batch)

1. Enter or select a Batch Number.
2. Hit Reconcile to reconcile the selected batch. When the system is done reconciling, a message will display stating the reconcile is complete.
3. Choose OK to close the window.

Batch Reconcile

Batch Reconcile

1. Open the Batch Reconcile window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>>Batch Reconcile)

1. Select a Batch Type from the list.
2. Enter or select a Batch Number.
3. Hit Batch Totals to reconcile the Batch. It will ask you if you want to review the totals for the entered batch.

Choose Cancel to interrupt reconciling the batch.
Choose OK to reconcile and reset the totals for the batch.

1. When the reconcile is done, a message will display in Currently Checking that the process is complete.
2. Choose OK to close the window.

Activity Reconcile

Activity Reconcile

1. Open the Activity Reconcile window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>>Activity Reconcile)

1. The window will display any activity that may have gotten locked in the system for any given reason.
2. Select the document you want to remove the activity for and hit Delete.
3. Choose OK to exit the window.

FMM Integration Reconcile

FMM Integration Reconcile

1. Open the FMM Integration Reconcile window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>> FMM Integration Reconcile)

1. Enter or select a SOP Batch to restrict the Invoices displayed in the scrolling window.
2. The scrolling window will display all FMM invoices unless an SOP Batch has been selected. If a SOP Batch is selected only the FMM invoices for that batch will display.
3. Use the Invoice drill down in the scrolling window to open the Sales Inquiry window, if the invoice is a CINCH document, or the Sales Transaction Inquiry Zoom window, if the invoice is a non-CINCH invoice.
4. Select the Reconcile button to call the IRASFMMInvoiceUpdate SQL procedure which creates the necessary CINCH Comp data for an FMM Invoice.
5. Select the OK button to close the window.

Sales Shipment Delete

Sales Shipment Delete

D2HML|C1H ManualThe Sales Shipment Delete window can be used to remove any shipments that currently display in the Shipment Invoicing window. Once the shipment has been processed to a counter sale or invoice, the user will be unable to complete this process. If deleting AgWorks transactions, the user have the option to Reopen the transaction, which will make the transaction available to import the next time AgWorks transactions are brought in.
1.Open the Sales Shipment Delete window.
(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales >>Sales Shipment Delete)

2.Select the Source, AgWorks Shipments, Petroleum Imports or Cinch Shipments. The user will only be able to see a certain source if there are currently transactions of that type in the Shipment Invoicing window. If there is only one type of transaction they will automatically be displayed in the scrolling window.
3. If deleting AgWorks transactions, the user can choose to Reopen Shipment. When this is selected, the transaction deleted will be re-imported the next time the AgWorks transactions are brought in.
4. When the Delay Invoicing checkbox is marked and the shipment is deleted, the AgWorks Delivery will be reopened (i.e. Invoiced Checkbox = False) and the AgWorks Delivery transaction will be set to Delay Invoicing, (the DelayExport field will be set to true in the Deltick1 table for the AgWorks shipment that is being reopened.

• Until the user changes the Delay Invoicing setting on the transaction in AgWorks, Cinch will NOT reimport the delivery.
• The Delay Invoicing option is only available when the Reopen Shipment checkbox is marked.

5.Select to restrict by a certain Customer or Shipment Number range if desired. If selecting Shipments, the lookup window will also display Source (Shipments or AgWorks) and Ticket Number.
6. Include restriction will limit the AgWorks shipments that will be displayed. Drop down list contains the following:

• • Shipment, when selected all AgWorks shipments not marked as a return will be included.
  • Return, when selected all AgWorks shipments marked as a return will be included.
  • Both, the default value, when selected all AgWorks shipments will be included.

7.Mark the Select checkbox to select the transactions to delete or choose Mark All to select all transactions.
8. The Return checkbox within the scrolling window when marked, indicates the shipment was an AgWorks return.
9.Choose Delete to remove the selected transactions.

Counter Sale Cleanup

Counter Sale Cleanup

D2HML|C1H ManualThe Counter Sale Cleanup window can be used when the user experiences a printer malfunction that will move Counter Sale documents to history based on a selected batch.

1. Open the Counter Sale Cleanup window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales >>Counter Sales CheckLink)

1. Select the Batch Number.
2. Select Process.

Sales Document Reconcile

Sales Document Reconcile

D2HML|C1H ManualThe Sales Document Reconcile window can be used to view and/or remove orphan records that did not get moved to history from the Sales Comp Header (IRCSSOPHDRCOMP) table.

1. Open the Sales Document Reconcile window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales >>Sales Document Reconcile)

1. To Search for orphan records exist in the Sales Comp Header table, Unmark the Update Data checkbox. Select the Sales Comp Hdr button, if records exist they will be listed in the scrolling window.
2. To Remove orphan records from the Sales Comp Header table, mark the Update Data Check box and select the Sales Comp Hdr button.

Item Long Short Maintenance

Item Long Short Maintenance

D2HML|C1H ManualThe Item Long Short Maintenance allows the user to select and delete saved Item Long Short Inquiry Reports.

1. Open the Item Long Short Maintenance window.

(Microsoft Dynamics GP>>Tools>>Utilities>>Cinch Sales>>Item Long Short Maintenance)

1. Select the From and To reports, or leave All Report ID's selected.
2. Select the From and To Date/Time or leave All Dates/Times selected.
3. Select Refresh to populate the scrolling window.
4. Select Report ID's to delete.

Sales History Address Maintenance

Sales History Address Maint

D2HML|C1H ManualSales History Address Maintenance allows the user to change the Ship To information on posted Invoice and Returns which will allow the record to be evaluated and/or export for Cinch Document Exchanged CIDX Product Movement.

1. Open Sales History Address Maintenance

(Microsoft Dynamics GP>Tools>Utilities>Cinch Sales>Sales History Maintenance)

1. Select the Document Type.
   • Only Invoices and Returns are supported.
2. Select the Sales Number to edit
3. Select the Sales Number Expansion button to access the Sales Details screen.
   • User can manually edit the address information or select a different Bill To or Ship To Address ID which will update the screen and within the data tables.
   • There will be no update to document Taxes made for an address change.
4. Select Save to the change.
5. Select Clear to clear the window without saving changes.