Deliveries

Feed delivery transactions are used for both internal and external deliveries. Feed mills can operate as profit centers or cost centers.

• Profit Center – a feed mill that operates as a profit center requires that a customer number be assigned to every feed delivery, both internal and external. For internal deliveries, the purchase order and receiving transaction for the internal farm will be created automatically when the feed delivery is posted. As well, transactions will require a sales order and shipment that is automatically created when the feed delivery is posted. The posting of the feed deliveries creates journal transactions to record the accrued receivable to the customer and the estimated cost of sales for the delivery. Cost of sales is adjusted to actual cost at global post.
• Cost Center – sales orders will be generated for external deliveries to customers, however, internal feed delivery transactions will be generated for internal farm and entity deliveries. The posting of the feed delivery for external customers records the accrued receivable to the customer and the estimated cost of sales for the delivery. Posting of internal deliveries records the estimated cost of the delivery to the farm or entity. Estimated costs are adjusted to actual cost at global post.

There are several different types of feed delivery transactions:

• Delivery – internal or external deliveries to farms, entities or customer.
• Return – feed is returned from a farm, entity or customer to the feed mill. This transaction returns the feed to the mill as rework.
• Haul Back – feed is hauled back from farm, entity or customer to the feed mill. The feed is returned to the mill as the same formula that was delivered.
• Credit – feed transferred to another farm or entity. A credit can also be an adjustment to the farm/entity.
• Debit – feed received from another farm or entity. A debit can also be an adjustment to the farm/entity.

Feed Deliveries can be automatically generated from the Feed Order Planning screen or, alternatively, can be manually entered.

Prior to creating a Delivery record the following items should be created:

• Feed Mills

• Formula No

• Customers

• Drivers

• Vehicles

• Sales SKUS

• Weight Scales

• Scale Operators

• Haulage Vendors

• Farms (BMTS, LMTS, TMTS or SMTS)

• Houses (BMTS, LMTS, TMTS or SMTS)

• Bins

• Entities (BMTS, LMTS, TMTS or SMTS)

• Add-Ons

• Plant Scale Operators

The following procedures are outlined related to creating a Feed Delivery Transaction:

• Creating a Feed Delivery Transaction
• Delivery
• Delivery Drafts
• Order Details
• Silo Details
• Right-Clicking Options
• Menu Options

Create a Feed Delivery Transaction

Delivery

The Delivery tab contains five different grids/tabs to be completed:

• Feed Transactions
• Details
• Derived
• Houses
• Add-Ons
  

1. In FMIM>Transactions>Feed Transactions, select Deliveries.
2. In the Feed Deliveries main index, select to create a new record.
3. Click on the Delivery tab.

Feed Transactions

In the Feed Transactions grid, the yellow highlighted fields are required to be filled in and all other fields are optional.

1. From the Feed Trans Type drop-down menu, select the type of the transaction for the feed delivery. Options are: Farm, Entity or Customer.
2. From the Trans Code drop-down menu, select the type of feed transaction. Options are: Delivery, Return, Haulback, Debit or Credit. Debit and credit transactions do not affect feed mill inventory as they represent farm-to-farm transfers.
3. Select the Farm Type for delivery if Farm or Entity is selected in Feed Trans Type. This will filter the Entity Trans ID to only display farms or entities for the selected farm type.
4. In the Entity Trans ID field, enter the destination for the feed delivery. Depending on the selected Feed Trans Type, the entity will be sourced from a farm, entity or customer.
5. Trans Date Time indicates the date and time that the feed transaction is delivered.
6. Event Date is usually the same as the Trans Date, however, if the transaction is required to be reported in a different fiscal period, this date may be different. The Event Date is used for accounting.
7. In the Feed Mill No field, enter the feed mill that is delivering the feed.
8. In the Formula No field, enter the feed formula code for the delivery. The feed formula must be assigned to the feed mill in: FMIM>Master Data>Versions>Feed Formula Versions.  
9. Select a Version No for the formula.
10. The Version Date will default in.
11. Bill To displays the Bill-to code as derived from the ship-to location. If the Ship-to customer is assigned to more than one Bill-to customer, the Bill-to customer must be selected.  Bill-to/Ship-to relationships are defined in General>Master Data>Customers, on the Business Usages tab.
12. In the Deliver To Customer No field, enter a delivery location if the feed delivery is being delivered to a location other than the Bill-to customer.
13. In the Customer PO NO field, enter the customer's PO number.
14. Ref No is an automatically generated reference number that uniquely identifies the transaction.
15. Return Ref No is an auto-derived field that is only populated when the transaction has a Trans Code of Return. The field indicates the reference number of the original delivery.
16. Contract No is an optional field for external transaction to price the delivery based on a sales contract.
17. Load No is an auto-derived field and indicates the load number of the delivery. If required, modify the load to an existing load.
18. Selecting the Void flag will reverses all transactions related to the delivery.
19. Shift No indicates the shift in which the feed was delivered. Enter the shift number for the load.
20. Enter the number of Miles to the delivery location.
21. Vehicle No is an optional field to enter the vehicle that delivered the feed. Internal vehicles are defined in: Admin>Business>General>Definitions>Vehicles.
22. In the Route No field, enter the route number for the delivery (alphanumeric, max 20 characters).
23. Driver No is an optional field to enter the driver that delivered the feed. Internal drivers are defined in: Admin>Business>General>Definitions>Drivers.
24. Trailer No is an optional field to enter the trailer that delivered the feed. Internal trailers are defined in: Admin>Business>General>Definitions>Vehicles.
25. The Sales SKU for the sales order needs to be created if the feed mill operates as a profit center, or if the feed is being delivered to an external customer. If there is only one sales sku associated with the formula, the sales sku will default. If there is more than one sales sku, the user must select the required sku.
26. If the load is to be delivered by an External Driver, enter the driver name or code (alphanumeric, max 100 characters). Text field with no validation.
27. If the load is to be delivered by an External Vehicle, enter the vehicle code (alphanumeric, max 100 characters). Text field with no validation.

Details

1. Scale No indicates the scale that the truck was weighed. Scales are pre-defined in the system and if applicable, configured to be automatically interfaced to the system.
2. Delivery Drafts Scale is derived from Feed Delivery. It is used to weigh each bin on a trailer as it is filled and can weigh up to 8 bins. Scales must be configured in Admin >Business>General>Definitions>Weight Scales.

3. Scale Operator No indicates the scale operator that weighed the truck. Select the scale operator for he feed delivery. Scale operators are pre-defined in: Admin>Business>FMTS>FMIM>Scale Operators.

4. Tare Zero Weight represents the tare zero weight of the vehicle. This field can be manually entered or interfaced from a scale.

5. Tare Zero Wt Date Time displays the date and time that the tare zero weight was recorded at the scale.

6. Tare Zero Wt Scale Ref No displays the reference number for the tare zero weight scale reading.

7. Tare represents the tare weight of the vehicle. This field can be manually entered or interfaced from a scale.

8. Gross represents the gross weight of the vehicle. This field can be manually read or interfaced from a scale.

9. Net is the difference between gross and tare. This field can be manually entered or if weights are entered, it is calculated automatically.

10. Gross Wt Date Time displays the date and time that the gross weight was recorded at the scale.

11. Gross Wt Scale Ref No displays the reference number for the gross weight scale reading.

12. Gross Auto Manual indicates the Gross setting of Auto or Manual.

13. Tare Wt Date Time displays the date and time that the tare weight was recorded at the scale.

14. Tare Wt Scale Ref No displays the reference number for the tare weight scale reading.

15. Tare Auto Manual indicates the tare setting of Auto or Manual.

16. Selecting the Scale Weight Lock Flag locks the field so that after the scale reading has been interfaced, the weight details cannot be modified.

17. From Haulage Vendor No, select the vendor that will be delivering the product. If the Freight Type is set to Delayed, then a default haulage vendor must still be assigned.

18. Notes is a text field to enter additional comments related to the delivery (alphanumeric, max 255 characters).

19. In the Compartment 1-10 fields select the flags to indicate the compartments that were used for the feed delivery.

Derived

The fields in the Derived tab will default in.

1. Record Type identifies the type of record and will default to Internal Deliveries.
2. Status indicates the status of the delivery.
3. Feed Mill Name displays the name of the feed mill that is delivering the feed.
4. Farm Name displays the name of the farm where the feed will be delivered.
5. Product No indicates the feed product being delivered.
6. Formula Name displays the name of the feed formula being delivered.
7. Unit Price indicates the price per feed unit.
8. AddOns Total Price indicates the total price of the add-ons.
9. Freight indicates the total price for freight.
10. Total Price displays the total price including add-ons and freight, if applicable.
11. Energy indicates...
12. Bill To Name displays the name of the Bill-to customer.
13. Ship To identifies the ship-to customer.
14. Ship To Name displays the name of the ship-up customer.
15. Weight Per Bag indicates the weight per bag of feed.
16. Deliver To Customer Name displays the name of the deliver-to customer.
17. Bagged Weight displays the total weight of the bags.
18. Selecting the Void flag will cancel the transaction.
19. Creation Date indicates the date the transaction was cancelled.
20. Last Mod Date indicates the date the transaction was last modified.
21. In the Deliver To Customer No field, enter a delivery location if the feed delivery is being delivered to a location other than the Bill-to customer.
22. In the Customer PO NO field, enter the customer's PO number.
23. Ref No is an automatically generated reference number that uniquely identifies the transaction.

Houses

If the feed was delivered to an entity, the house and bin details can be entered for the delivery. The house details must total the net weight of the feed delivered.

1. Click on the Houses tab and select to create a new line.

2. If the delivery is going to a Pen, enter the House No - Pen No where the feed is being delivered.

3. If the delivery is going to a house, enter the House No where the feed is being delivered.

4. In the Bin Amount 1-4 fields, enter the amount of feed delivered in the appropriate bin.

5. Select the Projection Type.

6. Total is the combined amounts for bins 1-4.

7. The Delivery Drafts flag will be selected by default.

8. Remaining columns are derived from the Details Screen.

Add-Ons

If the feed formula had any additional add-on charges, such as loading fees or delivery charges, the details are displayed on this tab. Add-ons are defined in Feed Formula Prices. The rate is displayed in the tab and the calculated amount of the add-on is displayed in the derived fields in the header. Data is derived from the Purchase Order. See Purchase Order for more details.

Delivery Drafts

In order to use Delivery Drafts, it must first be configured in Admin>Business>General>Definitions>Weight Scales. The Scale No must also be selected when creating Deliveries. Delivery Drafts is a weighting system based upon the equipment at the feed mill. The weighting system has a hopper that  holds a minimal amount of feed. The hopper is filled and weighed then feed is placed in  bin/compartment of trailer. The process is repeated until all of the bins are filled or the load is completed.

1. In the Houses tab, select the Delivery Drafts flag.  

2. Complex Entity No will auto-populate based upon data entered in Delivery tab.
3. Draft No displays the trailer or compartment number.
4. Zero Weight Date indicates the date the beginning weight was recorded.
5. Zero Weight is the beginning weight. The beginning weight has to be set to zero. Click on the red dot in the Zero Weight Button column to begin recording,  then enter 'zero' and click the red dot again to set the amount to zero.
6. Gross Weight Date indicates the date the gross weight was recorded.
7. Gross is the amount  of feed per draft. Click on the red dot in the Gross Button column to begin recording, then enter the Gross feed amount and click the red dot again to set the amount..
8. Net Weight Date indicates the date the net weight was recorded.
9. Net is the total amount of feed weighted. Remaining columns are derived based upon the system date and time of the Draft transactions.
10. By clicking 'OK' in the FMIM Feed Delivery Drafts Weights, the weights will be updated in the Houses and Details screens.

Order Details

The Order Details screen is for viewing only and cannot be modified. Data is derived from Feed Order Planning and/or FDSA. There are two components in the Order Details tab.

• General
• Order Houses

General

1. Order Date represents the date the order was placed.
2. Latest Delivery Date represents the last date the feed can be delivered for the transaction.
3. Load Date represents the date the delivery is to be loaded.
4. Order Amount indicates the amount of feed ordered.  The amount is entered in Feed Order Planning or is transferred from FDSA feed projections.  The amount will be displayed in lbs or kgs depending on the unit of measure utilized by the feed mills division.
5. Sales SKU Name represents  the code that is used when selling the product to the customer. This is optional and can be the same as the product code, however, the sales sku must be unique within the Sales tab.
6. Unit Description describes the unit of measure in which the product is being sold to the customer. Examples: Tons, lbs, tonnes, kg, drum, box, etc. (alphanumeric, max 40 characters).
7. Contract No is an auto-assigned unique number that identifies the contract.
8. Projection Type indicates the type of projection if the load is imported from FDSA.
9. If the Void flag is selected, the transaction will be cancelled.
10. Creation Date indicates the date the transaction was cancelled.
11. Last Mod Date indicates the date the transaction was last modified.
12. Most Recent Zero Date indicates the last date a zero weight was recorded.

Order Houses

1. Complex Entity No Identifies the entity where the feed is being delivered.
2. Bin Amount  1 -4 fields identify the Bin number and amount of feed in each bin.
3. Total is the combined amounts for bins 1 -4.

Silo Detail

1. In the Formula No field, enter the formula for  the feed that is being delivered.
2. From FMIM Silos, select the required silo if the silo needs to be defined. The transaction will not default a silo for the delivery. Additional lines will be required if the feed is delivered from more than one silo.
3. Silo Name displays a description of the selected silo from which the feed  was delivered.
4. In the Lot No field, enter the lot number for the feed delivery line (optional field). If multiple lots were shipped, additional lines must be added.
5. Bin Amount will default from the feed delivery and displays the amount of feed. If additional lines are required to accommodate multiple silos and or lots, the total of the silos detail must equal the net amount on the Delivery tab.

When the delivery transaction is completed, the record must be saved and posted. Posting the record takes the price based on the effective date and used that price to create the feed trans journal. Global Post will adjust the actual amounts. *Note: If there are any feed deliveries that do not have silo details, the transaction cannot be saved.

Right-Click Options

By highlighting a record and right clicking, more options are available:

• Transfers
• Haul Back
• Return
• Show Map By
• Batch Update

1. Edit is the option to make changes to the record before it is posted.
2. Delete is the option to remove the record completely from the system. Records must be in 'UnPosted' status in order to do this.
3. Post locks the records, and record becomes read-only.
4. Unpost unlocks the records so the record can be edited.

5. Void Record(s) leaves the record in the system in voided status and also voids the journal transaction so it is not included in the data. This is used when an audit trail is needed.

6. View Journals lets the user view all applicable journals for the transaction.

7. Show Map will load the Feed Deliveries map and displays the farm and feed mill locations. Feed Mills are shown in green and Farms are shown in blue.

8. Print Feed Ticket prints the default system Feed ticket as long as the report is mapped in: Admin>System>Screen Report Mappings

9. Print Feed Delivery Ticket prints the default system Feed Delivery ticket as long as the report is mapped in: Admin>System>Screen Report Mappings

Transfers

Transfers creates a dialog box that transfers feed internally between entities. This can only transfer feed from 'Posted' records.

1. Right-click on the required transaction and select Transfers.

2. In the FMIM Feed Transfer dialog box, the Source Trans Code will default in.

3. Select the Destination Entity ID to identify where feed is to be delivered.

4. Destination Trans Code will default in.

5. In the Trans Date field, enter the date that the transactions occurs.

6. In the Net field, enter the amount of  feed transferred.

7. Used Net will default in.

8. Click the OK button.
   

Haul Back

Haul Back refers to when feed is hauled back from a farm, entity or customer to the feed mill. The feed is returned to the mill as the same formula that was delivered.

1. Right-click on the required transaction and select Haul Back.

2. In the Date Time dialog box, enter the date and time of the haul back.

3. The Feed Delivery screen will appear and the fields in the Feed Transactions grid will default in.

4. Trans Code will be set to `Haul Back`.

5. The Details grid will require certain fields to be entered.

6. Scale No is optional and is used to identify the scale that measured the weights.

7. Select the Scale Operator No, which identifies the person running the scales.
8. In the Gross field, enter the gross weight of the vehicle. This field can be manually read or interfaced from a scale.
9. Tare is the tare weight of the vehicle. This field can be manually entered or interfaced from a scale.

10. Net is the difference between gross and tare. This field can be manually entered or if weights are entered, it is calculated automatically.

Return

Return refers to feed that is returned from a farm, entity or customer to the feed mill. This transaction returns the feed to the mill as rework. Journal transactions are created during this process. Returns are created from 'Posted' records only.

1. Right-click on the required transaction and select Return.

2. The Feed Delivery screen will appear and the fields in the Feed Transactions grid will default in.

3. Trans Code will be set to 'Return'.

4. The Details grid will require certain fields to be entered.

5. Select the Scale No used to identify the scale that measured the weights.

6. In the Gross field, enter the gross weight of the vehicle. This field can be manually read or interfaced from a scale.

7. Tare is the tare weight of the vehicle. This field can be manually entered or interfaced from a scale.

8. Net is the difference between gross and tare. This field can be manually entered or if weights are entered, it is calculated automatically.

Show Map By

1. Highlight one or more records, right-click and select Show Map By. There are options to view farm and feed mill locations by Animal Product, Feed Formula, Feed Mill, Feed Type, Growout Area and Week Day. Depending upon the group by the function that is selected, the location points will be grouped by the same colors.

2. The map will appear according to selection. The farm and feed mill locations appear on the map. Feed Mills are shown in green and Farms are shown in blue.

Batch Update

1. Highlight the required records, right-click and select Batch Update.
2. The Batch Update screen will appear with fields to be edited. *Note: Clicking the Options button in the Batch Update screen will also provide an option to `Group By Ref No`.

3. Load No, Ref No, Complex Entity No and Formula No are read-only fields and cannot be edited.
4. In the Trans Date Time field, enter the transaction date and time.
5. Enter the new bin amounts in the Bin Amount 1-4 fields.
6. The Vehicle No will default in if already populated in Feed Deliveries, but can be modified if required.
7. The Driver No will default in if already populated in Feed Deliveries, but can be modified if required.
8. The Scale Operator No will default in if already populated in Feed Deliveries, but can be modified if required.
9. Enter any additional Notes and save and close the screen.

Menu Options

1. Transfers creates a dialog box that transfers feed internally between  entities. This can only transfer feed from Posted records.
2. By clicking Exclude Entity History, this does not include transactions that were created from entity transfers. The index will only display feed delivery transactions.
3. By clicking on Entity History, this includes transactions that were created from entity transfers only and will not display actual feed deliveries.
4. By clicking on Include Entity History, this includes transactions that were created from entity transfers. The index will display feed delivery transactions and transactions created from entity transfers.
5. Transfers with Scale creates a new Feed Delivery screen in order to enter scale weights.
6. Batch Update allows for multiple records to be updated at once.
7. View Journals displays all journal transactions for the selected records.
8. By highlighting one or many records and selecting  Show Map, the farm and feed mill locations appear on the map. Feed Mills are shown in green and Farms are shown in Blue.
9. if Auto Refresh is selected, it  will automatically update the screen. If this option is not selected, the screens will not update until the refresh button is selected.