Flywheel Ag Release - Dec 21, 2022

Created by Tim Summerer, Modified on Wed, 21 Dec 2022 at 03:00 PM by Tim Summerer

New Features:

  1. Split Partner Prices:
    The Crop Plan Builder now allows you to set separate prices and discounts for each split Partner. See the full article on Split Partner Prices for more information.

  2. Improved Split Algorithm and Views:
    We have made some improvments to the Split Algorithm. These affect Crop Plans with an "Indirect Farm Split". These are situations where there is a Farm Split defined, but it is applied against a "Rate group" (ie one that has Fields selected). In previous iterations, these indirect splits only applied the first matching Split. This meant that users had to carefully arrange their Groups (or Split Definitions).
    Today, indirect splits will correctly calculate for All matching Splits. This allows much more flexibility in how Groups are created.

    We have also greatly improved the visibility into the calculations. In the Split Details section (by clicking a Line Item), you will see a full description of what Splits were applied and how they calculate the share of the product.


  3. Crop Plan Output Formats:
    Flywheel now has three different formats for Sharing Crop Plans. These can be printed, saved, or emailed directly to your customers.

    1. Operation Summary
      The Operation Summary is designed to be an early sales document. It will list all of the Groups/Items of the Crop Plan - but it does not include pricingThis document is intended to be shared with all of the Partners and should give a good idea about what the plan is.

    2. Partner Summary
      The next step in the sales cycle is the Partner Summary - this document looks similar to the Operation Summary with a few key differences. 
      1. It only includes that Partner's items. If, for example, there is a 0/100 Chemical Split then the  partner who is not paying for chemicals will not see them on his plan. 
      2. This document does include Prices. Again, it only shows this Partner's prices
      3. This document includes Terms and Conditions. Our last release allows you to specify specific terms for each partner - we now include these on the selected Partner's Summary.

    3. Master Summary
      This document is for internal use. It includes all of the details for all Partners. It includes prices, terms, etc. It is generally not designed to be shared.

  4. Sharing section
    We slightly refactored the Share screen to support the new Output Formats.
    coming soon: We're working on a few details for Emailing Partner Summaries. This will be released soon



Improvements and Bug Fixes:

  1. Booking Order Assignment:
    We are not correctly assigning Booking Order Users - this will ensure that they are shown on Forecasts
  2. Grain Dashboard Details:
    We fixed a bug where Account attributes could not be saved from the Grain Dashboard



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