The Products and Operations you have used in Agworld might differ to what you have in Figured. To use the integration, you need to set these up in Figured. We’ve automated this process, but need you to supply some extra information.

Product Setup

Agworld has many products available, so these need to be set up in Figured in this step. This will enable you to use the same products in Figured, and it will enable Figured to record the products in the cost invoices that are created.

You may have already set up some of your products in Figured, so you can simply match these up with the Agworld products. Figured will attempt to do this for you automatically which you can then review, or you can do it yourself. If you have products that are not set up in Figured, you can select ‘New product’ and Figured will create a new product for that line.

  1. Product Auto-suggestion - Figured will attempt to automatically match the Agworld products that have been found in your farm with Figured products that are already in your farm, in order to save you time. We recommend clicking ‘Yes’ on this step.

    • The products that have automatically been matched will have a tooltip next to them that explain that they have been automatically matched.

    • You can still edit these mappings by selecting a different option in the Figured product column.

  1. For each line, you will need to decide if you wish to have them created in Figured. If you do not wish to have certain products in Figured, then simply leave the mappings blank for that line. For the ones you do wish to map, continue the following steps.

  2. Figured Product:

    • Choose an existing product: You can choose an existing product in Figured to match to the Agworld one. For example, if you have already added that product in your farm in the past that is the same product but may be named slightly differently.

    • Choose ‘New Product’: ‘New Product’ is selected by default, and when selected will create a new product in your Figured farm using the data for that product from Agworld.

  3. Unit:

    • If you have chosen to map the Agworld product to an existing Figured product, the unit will already be populated.

    • If you are creating a new product, you will need to specify the unit. Select from the dropdown.

  4. Category:

    • If you have chosen to map the Agworld product to an existing Figured product, the category will already be populated.

    • If you are creating a new product, you will need to specify the category. These categories allow Figured to group the product based on their type.

  5. Account:

    • All products you wish to have created in Figured will require an account. These are the Expense accounts that are loaded in your farm.

    • Figured requires these for the forecast cost invoices that will be created, so that ultimately you can gain an understanding of the planned costs against each account code.

Payment Date and Tax Settings

  1. Payment Period

    • As Figured is creating forecast cost invoices for activities in Agworld Field Plans, a payment date is required for the invoice. This represents the cash date and will determine where the values are represented when viewing your financial reports.

    • Set a default payment period to be used for all cost invoices that are created automatically. You can also edit these later within the invoices themselves if you need to.

  2. Tax Settings

    • In Agworld, users cannot specify if the costs recorded against activities are tax inclusive or exclusive. Figured therefore does not have this information so it needs to be supplied. Please specify whether to treat costs as tax inclusive or exclusive using the checkbox.

    • Note that if tax needs to be added on (i.e. Agworld values are tax exclusive), this will be applied based on the tax rate for the selected account specified in Product and Operation Setup.

8. Once you are finished, click ‘Next’.

  • If you can’t get through this step, you will see some warning icons on some rows in the table. This indicates that some required data has not been provided. If you hover on these you will see what needs to be done in order to proceed.

  • You might also see this warning message. This occurs if you have left some lines blank and therefore indicated that you do not wish for these to be created in Figured and you do not wish for activities using these products to be pulled into Figured. This warning provides you the opportunity to review the mapping before you continue, if needed.

Operation Setup

9. Operation Setup - Similarly to products, Figured needs to know which accounts to record the costs of operations against. These are things that have been entered in Agworld as operations, for example, labour, cartage, or spraying.

For each Operation in the table, select an account.

  • All products you wish to have created in Figured will require an account. These are the Expense accounts that are loaded in your farm.

  • Figured requires these for the forecast cost invoices that will be created, so that ultimately you can gain an understanding of the planned costs against each account code.

10. Once you are finished, click ‘Next’.

  • Similarly to Product Setup, you might also see this warning message. This occurs if you have left some lines blank and therefore indicated that you do not wish for these to be created in Figured and you do not wish for activities using these products to be pulled into Figured. This warning provides you the opportunity to review the mapping before you continue, if needed.

Read about the next step here.

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