Getting Started with Agvance SKY - Educational Pathway

Accounts Payable Clerk

Agvance SKY Vendor

Vendors

• Vendors – View/Add/Edit the business's Vendors and manage attachments connected to Vendor profiles.

AP Purchase Orders

• AP Purchase Orders – AP Purchase Orders give the ability to create expense Purchase Orders that can be directly imported into AP Bills.

AP Bills

• AP Bills – Vendor invoices for services or items not for resale are entered as AP Bills. This adds to the Vendor balance, applicable expense accounts, and the Accounts Payable account.
• Autofill AP Bills – Companies with this feature enabled can upload AP Bills to automatically populate an AP Bill draft.
• AP Bills In Approval Process – Bills awaiting approval or those that have been approved but not yet reviewed/posted are shown on the In Approval tab in SKY Vendor.
• Add and Pay a Bill with an Approver Workflow – This video shows the entire process of adding and paying an AP Bill with an Approver.
• Prior Years' Bills – Bills at least 12 months old and paid in a previous fiscal year (from years ended after August 2024) can be viewed in SKY Vendor.

AP Payments

• AP Payments – Pay AP Bills, Bills created from prepaid Purchase Orders, or Bills originating from a Purchase Invoice. Payments can be made on Bills from multiple Vendors, or filter by Vendor to only pay Bills due to that Vendor.

Accounts Receivable Clerk

Agvance SKY Customer

• Overview Page – Manage Customer contact information, review Balances and Past Due Invoices, initiate Payments, monitor recent activity, manage Customer documents, and download Statements.
• Invoices – Review and download a Customer's Regular and Memo Invoices. Additionally, Payments can be initiated from the list of Invoices in SKY Customer.
• Payments – Manage Customer Payments (add, void, reverse) as well as review and download past Payments. Payments can be sent to Unapplied Credit/Cash (UAC) or applied to specific Invoices, Bookings, or Memo Invoices.

Agronomist/Salesperson

Agvance SKY Customer & Agvance SKY Order

• Bookings – Bookings lock in a specific amount of Product at an agreed-upon price. Bookings drive the price at invoicing and help ensure there is enough Product to fulfill orders. Bookings can be reviewed and initiated in both SKY Customer and SKY Order.
• Deliveries – Delivery Tickets are used to record inventory movement prior to billing. Deliveries can be reviewed and initiated in both SKY Customer and SKY Order.
• Sales Orders – Sales Orders are created when a Customer orders Product, but the company is not ready to ship the Product immediately. Sales Orders can be reviewed/initiated in SKY Customer and SKY Order.
• Blends – Blend Tickets represent Field-specific fertilizer or chemical orders. Blends can be reviewed/initiated in SKY Customer and SKY Order. Additionally, Templates can be set up in SKY Order for Blends to prepopulate information and save time when entering the order.
• Plans – Field Plans usually represent different applications on a Field. It is likely several Plans exist for a Field representing a season's fertilizer/chemical applications. Plans can be reviewed/initiated in SKY Customer and SKY Order. Additionally, Templates can be set up in SKY Order for Blends to prepopulate information and save time when entering the order.
• Work Orders – Work Orders are often used to enter orders for services like crop scouting and soil testing. Work Orders are saved as Delivery Tickets. Work Orders can be reviewed/initiated in SKY Customer and SKY Order.
• Product Sets – Product Sets are groups of inventory items often combined as blended products. This involves grouping fertilizer or other Products typically used when filling a requested analysis or nutrient recommendation.

Purchasing Agent

Agvance SKY Product

• Purchase Orders – A Purchase Order is an agreement with the Vendor on the Product's quantity and price. Review POs in Agvance SKY Product.
• Purchase Receipts – Purchase Receipts update inventory and help track exactly how much Product is on hand at any given time.
• Purchase Invoices – Purchase Invoices create Vendor AP Bills and update the Average and Last Cost. Review PIs in Agvance SKY Product.