What's new in version 2402.0.0.0

Features

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

• Set up the quantity and price unit of measure for specific items, item categories, lot attributes, and vendors on a settlement unit of measure template and use the template in settlement calculation. To know more, see Set up settlement unit of measure templates.
• Set up the default settlement unit of measure template that the system can apply when you run a settlement calculation. To know more, see Set up grower returns.
• Set up the default settlement unit of measure template that the system can apply when you run a settlement calculation when the Accounting Method field is set to Pooling. To know more, see Set up pooling templates.
• View the quantity of items returned to vendors in purchase return orders, the negatively adjusted items, and the total remaining inventory on the Settlement and Pooling pages. To know more, see Maintain settlements and Manage pooling calculations.
• Update the unit cost of the related purchase order(s) and close a settlement. To know more, see Maintain settlements.
• Set up and view the margin calculation summary on the Pooling page. To know more, see Set up grower returns and Manage pooling calculations.
• Group pooling lines together to average or even-out the revenue generated from the lines. To know more, see Group pooling lines.
• View settlement details directly from the Purchase Invoice, Posted Purchase Invoice, Purchase Credit Memo, and Posted Purchase Credit Memo pages. To know more, see Create an invoice and Open the posted purchase credit memo from an invoice.
• View and open related purchase and sales claims from the Settlement page for all accounting methods. To know more, see Integration with Aptean Claims.

Enhancements/Modifications

With this release of the Aptean Grower Return extension, you can view additional decimal numbers in the amounts and unit cost fields on the Settlement page as defined in the Amount Decimal Places and Unit-Amount Decimal Places fields on the General Ledger Setup or Currencies page for all accounting methods. To know more, see Maintain settlements.

UI/UX changes

The following UI/UX changes have been made in this release.

• The Settlement Unit of Measure Templates list and Settlement Unit of Measure Template card pages have been added.
• The Close and Update Purchase Order actions have been added to the Settlement page.
• The following fields have been added to the Grower Return Setup page.
  • Default Settlement Unit of Measure Template Code
  • Default Settlement Unit of Measure Description
  • Hide Summary
  • Error Handling
• The Settlement Unit of Measure Template Code and Settlement Unit of Measure Description fields have been added to the Pooling Template page.
• The Settlement Unit of Measure Template Code field has been added to the Calculate Settlement page.
• The following fields have been added to the Settlement page.
  • Open Purchase Claims
  • Open Sales Claims
  • Settlement Quantity Unit of Measure Code
  • Settlement Price Unit of Measure Code
  • Qty. to Settle (SU)
  • Qty. to Settle (SQU)
  • Qty. to Settle (SPU)
  • Direct Unit Cost per Qty. Received (SPU)
  • Direct Unit Cost per Qty. Received (SPU) (LCY)
• The Qty. per Settlement Quantity Unit of Measure and Settlement Quantity Unit of Measure Code fields have been added to the Account Sale Revenue List page.
• The following fields have been added to the Account Sale Revenue List and Account Sale Claims List pages.
  • Account Sale Quantity (SQU)
  • Proposed Quantity (PU)
  • Account Sale Quantity (PU)
  • Qty. per Settlement Quantity Unit of Measure
  • Settlement Quantity Unit of Measure Code
• The Item Ledger Entry Type field has been added to the Account Sale Cost List page.
• The Proposed Quantity (SQU) and Proposed Sale Quantity (SPU) fields have been added to the Pooling Revenue and Pooling Claims pages.
• The Proposed Sales Qty. (SU) field has been added to the Pooling Commissions page.
• The following fields have been added to the Account Sale Details page.
  • Source Quantity (Base)
  • Item No.
  • Item Description
• The following fields have been added to the Pooling page.
  • Proposed Pooling Quantity (SU)
  • Source Document Type
  • Source Document No.
  • Source Type
  • Source No.
  • Source Quantity (SU)
  • Level
  • Parent Line No.
  • Root Line No.
  • Total Pooling Margin
  • Total Pooling Margin %
• The following fields have been added to the Pooling Details page.
  • Cost Amount (Expected)
  • Cost Application Method
  • Cost Amount (Pooling)
  • Quantity (Base)
  • Qty. per Settlement Quantity Unit of Measure
  • Qty. per Settlement Price Unit of Measure
• The following fields have been added to the Account Sale Details, Pooling, and Pooling Details pages.
  • Source Base Unit of Measure Code
  • Source Unit of Measure Code
  • Source Quantity (Direct)
  • Source Unit Price (Gross)
  • Source Unit Discount Value
  • Source Unit Price (Net)
  • Source Base Unit Price (Gross)
  • Source Base Unit Price (Net)
• The following fields have been added to the Pooling and Pooling Details pages.
  • Settlement Quantity Unit of Measure Code
  • Settlement Price Unit of Measure Code
  • Quantity (SQU)
  • Quantity (SPU)
  • Quantity Received (SQU)
  • Proposed Sales Quantity (SQU)
  • Quantity Received (SPU)
  • Proposed Unit Cost (SPU)
  • Unit Cost (SPU)
• The following fields have been added to the Settlement and Pooling pages.
  • Quantity Returned (SU)
  • Negative Adjustment (SU)
  • Inventory (SU)
• The Settlement No. and Settlement Reference Type fields have been added to the following pages:
  • Purchase Invoice
  • Posted Purchase Invoice
  • Purchase Credit Memo
  • Posted Purchase Credit Memo
• The Updated, Partially Closed, and Closed options have been added to the Status field on the Settlement page.

Integrations

The Aptean Grower Return extension is integrated with the Aptean Claims extension. To know more, see Integrations.