Grain Settlement Process

Grain Settlement is a method of settling a grain position.

1. Navigate to Grain / Operations / Settlements and select Add or choose the Add a Settlement icon. At the Select Customers window, choose the customer. 
2. On the Select Settlement Sources window, use the filter options to narrow the source to be settled. Select Apply Filter. Highlight the desired records and move them to the bottom grid using the Arrow icons.
   Note: Only one commodity can be settled at a time. However, the same commodity can be settled across locations.
3. When all items to be settled are selected, choose Done. 
4. On the Add a Settlement window, edit the Settled units per line item and the Settled Date as appropriate. Select the To DPR status and enter the Contract number and Unit Price if necessary.
   Note: Copy the price from the first line item to all the following line items by right-clicking in the first Unit Price column and selecting Copy Unit Price Down. This is also available for To DPR, Contract, and Charge ID.
5. In the Charge ID column, select storage and service charges to be used on the source. 
6. Choosing Apply to Destination populates the middle and lower grids, which provide a summary of the Settlement, Settlement Deductions, and Grade Factors Result Average. 
7. Double-click the To DPR cell to view the Change Destination Information window. Select any Deductions or Additions by double-clicking on the Ded/Add heading. Choose Apply Deductions and enter the Check Number. 
8. Liens and Additional Payees can be added on the Paynames tab. Comments can be added on the Comments tab. 
9. Select Save.