Agency Groups and Qualifiers (v6.0)

Modified on Wed, 20 Sep 2023 at 09:51 AM

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Agency Groups and Qualifiers

 

 

 

Purpose of this document

 

 

The purpose of this document is to review Qualifiers and Agency Groups. The most common use for Qualifiers are to help manage which Agencies can receive which Items from the food bank Inventory and set a Maximum quantity if desired. Qualifiers may also be used to define which Grants can apply to an Agency Order or a Purchase, but the use of those types of Qualifiers are defined in other documents. Agency Groups are used to centralize the maintenance of the Agency/Item qualifiers and maximum quantity limitations for Agencies. Agency Groups also serve to communicate between Ceres and Agency Express more efficiently. If you use Agency Express, Agency Groups are required, however the functionality may be used in Ceres even if not using Agency Express.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.

 

See Document “Agency Express Item Validation and Reservations Revisions” for some additional updates to Agency Group functionality.

 

 

TABLE OF CONTENTS

 

 

 

Setting up and Assigning Agency Groups

 

  1. Agency Groups can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Agency Groups” in “Tell me what you want to do” then selecting “Agency Groups” from the results in the Go to Pages and Tasks section OR by selecting the “Agency Groups” menu action (if present) from your Role Center home page.

 

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  1. To create a new Agency Group, click on New on the menu.

 

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Code: Enter a numeric or alpha-numeric value here. We recommend that you leave space between codes (i.e. 10, 20, 30, etc.) so that you can add new codes as needed. Please be sure NOT to use special characters such as @, &, * or |, etc. as these same characters are used in filtering and may cause problems when running reports, filtering lists, etc.

 

Description: This is the description of the Agency Group. It is configurable by the food bank staff and does not auto-fill. This should best describe the Agency Group’s members, Location, limits and qualifiers. For example – USDA, Kids Café, Medium (Location KAN).

 

Max Qty. Count: This is also a flow field and it displays the number of Agency Group Max. Quantities assigned.

 

Location: Enter the Location Code or use the down arrow to select from available Locations. You must complete this field for the Inventory to be available on Agency Express 3.

 

There are two types of Agency Group Max. Quantities that can be assigned: Item Group or non-Item Group (blank). Item Group Codes must be created (or already created) to select one to use here. The Item Group Code must also be on the Item card for this type of Maximum Quantity to work.

 

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Maximum quantities are optional and are set up by selecting Group à Max Quantities in the Agency Groups window.

 

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When used, Maximum Quantities limit the maximum quantity of items that share the Item Group Code listed (blank or otherwise). A blank Item Group Code can be used to easily apply a maximum quantity to all items.

 

When the Max. Qty. Type is Amount; the available amount is limited to the amount shown in the value column. When the Max. Qty. Type is Lot Multiplier; the standard Lot Maximums are used, and the results are multiplied by the quantity in the value column.

 

Base Lot Multipliers Max Quantities are assigned when the product is received, either on a Purchase or Donation Order in the Maximum Quantity field.

 

Lot No. Information Card

 

When the order is received (posted), the Lot No. Information Card stores this information:

 

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If the Maximum Qty. field is not populated during receipt and the food bank wishes to restrict distribution by Lot Multipliers, then the user must go to the Lot Card and edit the Maximum Quantity field on the General tab.

 

The Item Group Code on the Item Card will determine which Max. Quantity line to use for orders. Item Group Code Max. Qty. Type and Value will be used for available quantity during distributions.

 

If the Max Qty. Type for this item is Lot Multiplier, then Ceres will take the Maximum Quantity on the Lot x the Quantity in the Value column to determine how much of that product an Agency in this Agency Group can see/order.

 

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If the Item Card had an Item Group Code of LIMIT-10, (Example Item: 68103 – Elbow Macaroni), then the available quantity would be 10. However, this item has an Item Group Code of ON SITE, so the quantity available to an Agency in the 180 Agency Group Code would be 5 x the Maximum Quantity Amount on the Lot (in this case 5 x 25 = 125).

 

Note: Other factors also impact Available Quantity in determining how much an Agency should see as available to order – not just Agency Groups max. quantity.

 

Agency Count: This is a flow field that displays the number of agencies that have been assigned this Agency Group Code. If no agencies have been assigned yet, this value will show as 0. If a value exists, you may view the agencies that have been assigned that Agency Group by clicking on the number in that column:

 

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Qualifier Count: This is a flow field and the value displayed here is the number of qualifiers assigned to this Agency Group. To add Qualifiers to an Agency Group, make sure your cursor is on the line of the Agency Group you wish to modify, then go to Related à Group à Qualifiers. This takes you to the Qualifier List, where you can add/edit/remove qualifiers assigned to this Agency Group.

 

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Select New to add a Qualifier to the Agency Group or click on an empty line in the list. All Agencies assigned to this Agency Group will inherit the Qualifiers and Location codes. Any items that are not qualified (restricted) will be available to these Agencies as well.

Assigning Agencies to a Group

 

An Agency Qualifier/ Max Quantity Group is assigned to the Agency on the Agency Card via the Agency Group Code. The Agency Overview document contains instructions on accessing the Agency Card and establishing that value.

 

Any Qualifiers added on the Agency Card specifically add to the qualifiers referenced from the Group code. Many sites will use Qualifiers on the Agency Card to manage County Qualifiers and/or Grant Qualifiers in addition to the Agency Group Qualifiers.

 

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