What's new in version 2401.0.0.0

Features

With the features added in this release of the Aptean Grower Return extension, you can:

• Enhance your self-billing purchasing and accounting processes using the pooling accounting method. With pooling, you can calculate settlement for multiple purchase orders and multiple vendors. For more information, see Understand accounting methods.
• Set up pooling lot aggregation templates to determine how the system should summarize or aggregate multiple settlement lines into one pooling line. For more information, see Set up pooling lot aggregation templates.
• Set up a pooling template to define filter criteria to easily determine which purchase lines should be considered as settlement lines for pooling. For more information, see Set up pooling templates.
• Run a settlement calculation for the pooling accounting method. For more information, see Create and run a settlement.
• View the summary of the settlement lines generated using the pooling accounting method and view the revenue, claims, costs, and commissions calculation in detail. For more information, see Manage pooling calculations.

UI/UX changes

• The following pages have been added.

  • Pooling Lot Aggregation Template
  • Pooling Template
  • Pooling
  • Pooling Revenue
  • Pooling Claims
  • Pooling Commissions
  • Commission Detail Lines
  • Pooling Costs
  • Pooling Details

• The Pooling action has been added to the Settlement page.

• The following fields have been added to the Calculation FastTab on the Grower Return Setup page.

  • Default Proposed Pooling Quantity Source
  • Default Pool by
  • Default Lot Aggregation Template Code
  • Default Lot Aggregation Template Description

• The Pooling option has been added to the Accounting Method field on the following pages:

  • Item Card
  • Vendor Card
  • Purchase Order
  • Grower Return Setup
  • Settlement
  • Calculate Settlement