To map data to AGR, follow this list. We suggest that you start at the top of the list and work down. You do not need to register all the data before starting to use AGR Essentials. Instead, you can begin with what is most valuable to your business and then add more later. Each heading includes a description of the corresponding column in AGR and how it can support your success using Essentials.

We recommend registering as much data as possible in your ERP for continuity.

In the item card under Replenishment, use the Vendor No. column to assign a Primary Vendor to your item. When an order for an item is generated in AGR, the Primary Vendor is assumed to be the Order From Location.

AGR uses an item's lead time to calculate the expected delivery date of an order generated in AGR. The lead time has an impact on the calculated order proposals, because they make up the order period.

Lead time can be registered in the Vendor Card under Receiving. Doing so will assign this lead time to all items linked to a specific vendor.

If you want to make exceptions to the Vendor Lead time for individual items, you can do so in the Item Card under Replenishment.

This is where the unit of measure for purchases is registered. The Purchase Unit of Measure defaults to being equal to the Base Unit of Measure. To assign a different unit of measure as the Purchase Unit of Measure in your ERP, you must first define the Unit of Measure in your ERP and input a conversion between the two units of measure in the Item Unit of Measure. You can find more information on this in the Unit of Measure documentation from Microsoft.

Once Units of Measure have been set up in your ERP, you can assign the item a Purchase Unit of Measure in the Item Card.

Qty. per Unit of Measure is the quantity of Base Units in a single Purchase Unit of Measure. This can be registered in the Replenishment section of the Item Card in your ERP.

If a Purchase Unit of Measure has been assigned to the item, the conversion from a Base Unit of Measure will be mapped into this column in AGR and used to display order quantities in Purchase Units.

If you always order in multiples of the Base Unit, e.g., a whole Purchase Unit, AGR can take this into account and automatically round the order proposals up to the next order multiple.

AGR Essentials reads Unit Volume the from the Item Card under Inventory in your ERP. This value is used to display Total Volume in order aggregation, and it can be used for constraining on order volume using order constraints.

Cost Price is read from the Unit Cost cell in the Item Card under Costs & Posting.

AGR uses Last Direct Cost to populate the Purchase Price column. Last Direct Cost is found in the Item card under Costs & Posting.

This is the outstanding quantity in base units that remains to be received from Purchase and Transfer Orders, no matter the order status. This quantity is taken into account when AGR calculates orders. Read more on order calculations.

Stock units are calculated from the sum of stock movement in Item Ledger Entry.

This is calculated as the Qty. of Base Units of Measure on a pallet. This should be registered as a part of setting up Item Units of Measure in your ERP.

If populated, orders for this item calculated by AGR will be automatically constrained to be at least this quantity.

In the ERP Vendor Card under General, you can assign purchasers to be responsible for vendors. Items linked to the vendor will be assigned this value in Responsible. Responsible can be used for grouping purposes, or for quickly filtering on a set of items that a user is responsible for.

Closed items can be found in the Option Purchasing Blocked in your ERP's Item Card under Replenishment. Closed items are items that AGR should not generate orders for, although they need to be visible in AGR for reporting purposes.

AGR maps Maximum Stock from Maximum Inventory in the ERP Item Card under Planning. This can be used for Min/max order logic.

This is read from the Item Ledger Entry. Only entries with Entry Type of Sale count towards Original Sale.

AGR create item groups from the top level of Item Categorization in your ERP. Items are assigned to an Item Category from the Item section in the ERP Item Card. If hierarchies of Item Categories exist in your ERP, AGR will read the first level into Item Group Level 1 and the second level into Item Group Level 2.

​Learn more about item categorization in Microsoft's documentation.

BOM product-component relationships are mapped from the Production BOM worksheet in your ERP. AGR uses the BOM recipes to calculate the BOM demand.

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