usages

Product Usage transactions are used to record the use of products related to birds, such as vaccines. The transaction will credit the farm product inventory, and debit the entity product inventory.

Before creating a usage transaction, the Receiving transaction must be completed and in 'Posted' status.

The following procedures are outlined in the Product Usages document:

• Creating a Product Usage
• Posting a Product Usage
• Journal Transaction

Create a Product Usage

1. In BMTS>BIM>Transactions>Products, select Usages.
2. In the Usages main index, click to create a new product usage.
3. In the New Record dialog box, In the Trans Date field, enter the date the product will be transferred.
4. From Farm No, select the required farm from where the product will be transferred, and then click 'OK'.
5. In the Product Usages screen, click to add a new product. Alternatively, click the drop-down menu and select "Usage."

6. The Product Inventory View screen will display all current products available for transfer as of the date entered in the dialog box. *NOTE: There are registry switches to determine if the Usage transactions will be created automatically, or manually by the user. The switch is located in: Admin>System>Registry>Poultry Registry>System>General>Field Product Farm Level Usage Mode/Medication Farm Level Usage Mode /Vaccination Farm Level Usage Mode.
   

7. Select the required product to be updated and, in the Units Entered field, enter the number of units to be transferred.
8. Click 'OK' and the Product Usages screen will appear with populated fields.
   

9. Trans Code displays the type of transaction and will default to 'Usages', with no option to modify.
10. Record Type will default from the purchase order. Available options are Farm or Entity.
11. Entity No identifies the entity in the house where the product is coming from.
12. Product Type displays the type of product. Available options are: Field Products, Medication, or Vaccinations.
13. Product No identifies the product used in the transaction.
14. Product Name displays the name of the product.
15. Lot No is a unique identification number for the product, and is generally used for medications and vaccinations.
16. Location No indicates the location where the product is stored.
17. The Consignment flag will be selected by default if the product was purchased using a Consignment Purchase Order.
18. Consignment Complex PO No will auto-populate with the consignment purchase order number if the 'Consignment' flag is selected.
19. Quantity represents the total quantity of units to be transferred, and defaults from what was entered in the Product Inventory screen.
20. Amount is based on the inventory valuation method as established in the registry. Available options are: FIFO (First In First Out) or Average Cost.
21. Ref No is an automatically generated unique reference number used to identify the product usage.
22. Event Date will default to the same date as the transaction date and can be modified if required.
23. External Warehouse No identifies the external warehouse if the product comes from an external warehouse.

24. External Warehouse Name displays the name of the external warehouse, if applicable.

25. Field crews are optional and are used for vaccinations and placed birds. From Field Crew No, select the field crew used for the specific task. Field crews must be set up prior in: Admin>Business>General>Definitions>Field Crews.
26. Field Crew Name defaults from Field Crew No and displays the name of the field crew.

27. Veterinarian selection is optional. From Veterinarian No, select the veterinarian associated with the medication and vaccination transactions. Veterinarians must be set up prior in: Admin>Business>General>Definitions>Veterinarians.
28. Veterinarian Name defaults in from Veterinarian No and displays the name of the veterinarian.
29. From Disposal Category No, select the reason for disposal if the product needs to be disposed of. Disposal categories must be set up prior in: Admin>Business>General>Definitions>Disposal Categories.
30. Disposal Category Name defaults from Disposal Category No and displays a description of the disposal category.
31. In the Comments field, enter any additional information related to the product usage.
32. Selecting the Void flag will cancel the product usage.
33. Creation Date indicates the date the transaction was created.
34. Last Mod Date indicates the date the transaction was last modified.

Post a Product Usage

Once the product usage has been created, click to save the transaction.

Next, the product usage needs to be posted. The posting process locks the usage to prevent edits, and creates the journal transaction to record the liability. The UnPost option unlocks the usage and reverses the journal transactions.

1. In the Usages main index, select the required product and right-click to select 'Post'. Alternatively, click the green check mark in the top menu bar and select 'Post'.
2. To un-post a product usage transaction, select the required transaction and right-click to select 'Unpost'.  This process will set the transaction status to 'Reversed' status, which allows the transaction to be edited.
   

Journal Transaction

The posting process creates the journal transaction. The Product Usages journals will debit receiving warehouse inventory for the receiving warehouse,  and credit system offset account for the external warehouse. The Field Product Allocation entry with then move the entity inventory to the proper flock stage.