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This dashboard honors User restrictions based on Customer Location. Purpose The Dormant Customer Analysis dashboard assists with identifying Customers with zero balances, no AR activity, and no Patronage. Details Filter by: Customer ID Las...
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Overview
Before ending the fiscal year, it is best to deposit as many of the outstanding entries in the Make a Deposit screen as possible. Ideally, the window would be empty for the start of the new year. If outstanding items remain, ...
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Stock History entries may be created at File / Open / Stock History . The Stock History records any Patronage transaction related to a specific Stock Certificate. The Stock History may be manually added, edited, or deleted. It is also created aut...
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Export to CHS
This export allows Patron names and Patronage captured totals to be exported in an approved format for CHS.
Patron Name
Select Customers – Optionally select the Patrons to include in the report.
Classif...
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Assign Purchase Contracts to Scale Tickets.
Go to Utilities / Mass Edit / Split Values .
Select the tickets to edit and choose Done .
Choose the option and double-click in the field to select the contract if it was previously wri...
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Create Spot Contracts and assign Scale Tickets.
Go to Utilities / Mass Edit / Split Values .
Select the tickets to edit and choose Done .
Choose the option and double-click in the field to select Add a Spot contract. When chose...
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The Mass Edit Split Values Utility allows the assignment of Purchase Contracts on Scale Tickets. It also allows the change of DPR , Storage/Service Charge , Dock Schedule , Shrink Schedule , and Drying Schedule .
Editing Scale Ticket S...
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The Mass Edit Header Values utility allows Scale Ticket information to be updated on multiple Scale Tickets at the same time.
The following Scale Ticket information can be optionally updated:
Assembly #
Date
Farm ID
Fi...
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The Mass Edit Ownership Values utility allows Scale Ticket split arrangements to be changed to a different split arrangement. At the same time the Assembly #, Farm ID, Field ID, DPR, Shrink Schedule, Dock Schedule, Drying Schedule, and Freight Pe...
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The Transfer Units utility allows Scale Tickets to be changed to a different ownership arrangement. At the same time the Assembly , Farm , Field , DPR , Shrink Schedule , Dock Schedule , Drying Schedule , and Freight Percent can be change...