M5.0 Grower Returns - Fresh Computer Systems
Contents
1. to Enter the ending code of the range to report on ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the last code as set up on the system If only one code is required this field should contain the same value as the code from field Produce Code from Enter the beginning code of the produce code range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the first produce code as set up on the system to Enter the ending code of the produce code range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the last produce code Size from Enter the beginning size code of the range to report on ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first size code as set up on the system to Enter the ending size code of the range to report on ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the last size code Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 35 LETTUS User Manual Grower Returns Menu 6 SEE R eceived or E nter Date Enter R to enter a date range for the received date of lots or enter E to enter a date range of when lots were entered into the system Date from Enter the beginning date of the date ran2. The profitability of Lots can be calculated before finalising the Lots This is done through the Trial Profitability List option Once the lots have been priced and approved but not yet profitised this report can be run to establish the profit margin for each lot If necessary the prices of these lots can be adjusted to reflect changes in the profit margin Note that only those lots that are not profitised appear on this report For a listing of profitised lots see the Lot Profitability List refer p 6 27 Select the Trial Profitability List option from the Grower Return Processing menu and enter your print display selection at the printer selection screen the following screen will be displayed zlazi cg Fle Edt View Toos Properties Connection Window He E Degls nele soar gt aaga Trial Profitability Listing xx DEMO COY HER trialpf Last Run Date Time FRI 29 DEC 90 02 03 PM Current Date Time WED 3 APR 02 04 43 PM Supplier ALL SUPPLIERS B asis C omission P urchase or A 1l Lots A Date From SAT R eceived A pproved or P osted Date Range R To FRI Include Partially Sold Lots Y Include Approved Lots Y Include Partially Priced Lots N Include Profitised Lots Y select Lots by D From PRODUCE To C amp D SALAD MIX S ummary or D etailed D Include YID Totals N From QO1 JUL 00 SAT All values OK Enter Supplier or for All Suppliers Count 1 lt Replace gt I ee ee ee Make your report sele
3. refers to If B or S is entered in the above field the cursor does not enter this field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 21 LETTUS User Manual Grower Returns Menu 6 ee SEZ NN Le Supplier Reference Enter the Supplier Reference for selection of lots to be printed Press ListVal to assist in the selection of a Supplier Reference U nposted P osted or P A id Lots Enter U to only print unposted lots P for posted lots or A for paid lots Date from Enter the beginning posted date of the range which to print Pressing NxtFld will default this field to the current today s date To Enter the ending posted date of the range to be printed Pressing NxtFld will default this field to the current today s date If only one posted date 1s required this field will have the same value as the Date from field Date to appear on Grower Return Enter the date that you wish to appear on the Grower Returns Press NxtFld to default this field to the current today s date Supplier Types Enter the supplier types that are to be included in the printout ListVal may be used to assist in the selection of a supplier type The Supplier type description will be displayed upon entry of a valid supplier type Press NxtFld on a blank record to move to the next field Supplier Code from Enter the first supplier code to be included in the printout ListVal may be used to assist in the selection of a Suppli
4. Code from Enter the beginning department code or produce code of the range to report on ListVal may be used to assist in the selection of a department code Press NxtFld to accept the default of the first department code to Enter the ending department code or produce code of the range to report on Press NxtFld to accept the default of the last department code If only one department produce code is required this field should have the same value of the department produce code from field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 15 LETTUS User Manual Grower Returns Menu 6 DN Date from Enter the beginning date from which to report Press NxtFld to default this field to the current today s date to Enter the ending date which to report to Press NxtFld to default this field to the current today s date D etailed S ummary or C ost Enter the format of the report D for a detailed report S for a summary only or C for Special Company Costs Report All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 16 LETTUS User Manual Grower Returns Menu 6 a Saas SSS az 27s 6 8 Trial Profitability List
5. LETTUS User Manual Grower Returns Menu 6 Renee M a a a Saas SSS az 27s 6 15 Grower Produce Statistics The key to a successful computer system is the ability to use its information to help monitor evaluate and plan business activities LETTUS provides a database that allows for complete analysis and evaluation of doing business with a grower and reports turnover margins and product mix This analysis can cover past periods weeks months years or future periods There are two areas available for analysis the first is concerned with information relating to the Grower and the second is information relating to the Customer The analysis of information relating to the Grower covers two areas The first is concerned with sales of the Grower s produce Stock statistics and the other is concerned with Grower Crop and Yield Analysis 6 15 1 Stock Statistics The information displayed in the stock statistics screen concerns lots that have been profitised A profitised lot is one that has been completely sold all costs have been taken up and the grower return processed 6 15 2 To perform a Query on Stock Statistics Step 1 Select the Grower Produce Statistics option from the Grower Return Processing menu Step 2 Ensure that the screen is already in Query mode Enter the criteria you wish to query on and press ExeQry The records that match the criteria entered will be displayed Note that the totals at the top of the screen will be
6. Enter the beginning code of the range of produce codes to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the first produce code The cursor only enters this field if a produce code range was selected in the field above Enter the ending code of the range of produce codes to report on Pressing NxtFld will default this field to the last produce code If only one product code is required this field should contain the same code as the produce code from field If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Note that this report does not reflect the final profitability as changes can be made and the lots on this report are not required to be ALL SOLD at this stage Changes can be made by unapproving the lots and making the required changes The lot must then be approved again Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 18 LETTUS User Manual Grower Returns Menu 6 Renee M a a a Saas SSS az 27s 6 9 Grower Return Estimates The Return Price details can be printed or faxed directly to Growers as soon as the Return price is determined It is similar to the Purchase Memorandum notes as used in Queensland thus providing another
7. the Unpriced quantity and the Average return price is updated Where the UNPRICED quantity in the lot is set to 0 the ALL PRICED flag is set to the current system date The lot and item profit percentage fields in the Lot block are also updated Note that an in these fields represents that this is only an estimate at this stage For each item there may be a number of return prices allowances and miscellaneous adjustments These entries can be changed as often as necessary until the lot has been APPROVED Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 5 LETTUS User Manual Grower Returns Menu 6 SEE 6 2 2 Commission Lot Returns Sales value from the Sales Summary block can be conveniently copied to the Sales return block by positioning the cursor in the Sales Return block and pressing DupRec Once the sales have been copied the quantities and prices can be adjusted at any time until the Lot is APPROVED Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 6 LETTUS User Manual Grower Returns Menu 6 a R 6 3 Auto Charge Generation amp Approval Lot charges can be generated for all lots that are ALL PRICED as opposed to the manual lot charge generation which creates the charges for one lot at a time The screen also allows for those same lots to be approved at the same time the charges are generated Charges are generated for all lots received up to the selected date However only lots that are marked
8. Avg LL Sales summary sales Return Typ Misc Deser Qty Price Typ Misc Descr Unit Oty a ress Find to execute PF4 to cancel ENTER QUERY lt Replace gt i TRD Ohmin Aew 2 Gol 2 WP start AD Lons Ceganiser Ander 2S smar term pemost JA Erbe Cutlonk Expenss H Weien to ninessn on 8 menis Microseit BBa Ai Jda a en a 6 2 1 How to enter a Return Price Step Select a lot This may be done in a number of ways by using the query facilities provided by LETTUS You may enter a value in one or all of the following fields and the press ExeQry to search for all Basis or Commission Lots Search fields are Lot Posted Produce Approved Department Supplier Profitised Received Lot Comment Paid Ret Comment Lot Type All Sold Agree Type Received Qty Freight Indicator Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 4 LETTUS User Manual Grower Returns Menu 6 ne Ee Step 2 Upon selection of the required Lot press NxtBlk to go to the Items block The first three items on the lot are displayed press NxtRec and PrvRec keys to display more or press the NxtSet to display three other items at a time The current item is indicated by a gt symbol on the far left hand side Any sales summary or sales return prices displayed in the blocks below relate to the current item Step 3 Ensure that the gt symbol is alongside the item that is to be priced Step 4 Press the NxtBlk
9. From To All values OK Unprofitise 0 ne Lot plier Reference or Date Range Count 1 lt Replace gt J Gonneried ip IEHU 1 E VTE dki Row Col Pl oo Make your report selection by completing the following fields Unprofitise O ne Lot S upplier Reference or D ate Range Enter O to profitise only one Lot S to make a selection based on supplier reference or enter D to unprofitise a range of Profitised lots based on the date they were Profitised Lot Number to Unprofitise If O ne Lot was selected above enter the lot number to unprofitise The cursor will not enter this field if a D ate Range or S upplier Reference was chosen in the above field Supplier Reference If S upplier Reference was selected above enter the supplier reference required Press ListVal for assistance in the selection of a valid supplier reference Unprofitise from If D ate Range was selected above enter the beginning date range to report on The cursor will not enter this field if O ne lot or S upplier Reference was selected above to Enter the ending date of the range to unprofitise All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 29
10. Returns Menu 6 6 7 All Sold Profitability List A report similar to the Trial Profitability List is the All Sold Profitability List which only looks at lots that are All Sold It provides more accurate figures than the Trial Profitability List as this report requires the lots to be ALL SOLD To be included on this report the lot must be All priced within the nominated date range AND All sold up to the To Date OR All sold within the nominated date range AND All priced up to the To Date It is not a requirement of the report for a lot to be Approved To run this report select the All Sold Profitability List option from the Grower Return Processing menu After selecting your print display option from the printer selection screen the following parameter screen will be displayed E SmarTerm Demo stw lal xi is Ble fide yew Joos Properties Gonmecton window pep laj xi Osc S oBeF Pease t SERT All Sold Profitability Listing xx DEMO COY XxX alsldpf i Last Run Date Current Date TUE 26 MAR 02 10 28 AM D epartment or P roduce D Code irom PRODUCE to C amp D SALAD MIX Date trom SAT to MON D etail S ummary or C osts C All values OK Y Selection by D epartment or P roduce Code Count 1 lt Replace gt ELA es E Make your report selection by completing the following fields D epartment or P rodice Code Enter D to list lots by department or P to list by produce code
11. The report will now be printed to the device specified in the printer selection form Fresh Computer Systems Pty Ltd 6 34 LETTUS User Manual Grower Returns Menu 6 a SaaS O a 6 17 Supplier Costs List This report looks at lots based on either a Received or Entered date range It also consolidates the report by supplier code produce type and size Select the Supplier Costs List from the menu After selecting the print display option required from the printer selection screen the following screen will be displayed FE Smarterm Deneck aigj ba Bie fat ye Touh froperlies Coniecien ie pen ale x Dee S pb T na H s58 of Supplier Cost List xxx DEMO COY xx suppest_ Last Run Date Time MON O8 APR O02 03 59 PM Current Date Time FRI 1 APR 02 03 24 PM Supplier from 00i QUALITY FRUITS to ZISE LJ LFE amp SL ZISER Produce from AP APPLES to ZUC ZUCCHINI Size from 100 100 to XL EXTRA LARGE R eceived or E ntered Date R Date from 12 APR 02 FRI p to 12 APR 02 FRI All values OK Count 1 lt Replace gt z ia Figi L onecind ia 150 tT uy an Hai vida Ghdbmm How al Cage Make your report selection by completing the following fields Supplier Code from Enter the beginning code of the range to report on ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code as set up on the system
12. This can be done in a number of ways by using the query facilities provided by the LETTUS system Step 2 In the Option field enter U to unapprove the lot Charges can then be made to the lot See Manually generating lot charges for more information on how to modify lot charges 6 4 3 Manually Approving Lots Using the Manual Lot Charges Generation and Approval screen allows for a lot to be approved Note that the lot must have been ALL PRICED otherwise an error message will be given To Manually Approve a Lot Step 1 Select the Manual Lot Charge Generation and Approval option refer p 6 9 from the Grower Return Processing menu Step 2 Ensure that the screen is in Query mode Select the lot that 1s to be approved There are a number of ways to do this by using the query facilities of the LETTUS system Step 3 In the Option field enter A in the options field to approve the lot If approved in error the lot can be unapproved by pressing U Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 11 LETTUS User Manual Grower Returns Menu 6 6 5 Lots Ready for Approval List Once the lots have been Priced and the charges generated they can then go through the approval process To list all those lots that are due for Approval select the Lots Ready for Approval option Note that this option is only used if the Auto Approve Lots option is NOT selected in the Auto Lot Charge Generation and Approval screen refer p 6 7 To run
13. as ALL PRICED can be APPROVED This process applies to Basis and Commission Lots only To generate charges and optionally approve the lots select the Auto Lot Charge Generation and Approval option from the Grower Return processing menu After selecting the print display option from the printer selection screen the following screen will be displayed FE Senarterm Dema ster E ale i is Gls Gat yes Took properties Connection window Help x Deng ee FF plows gt SSB a 7 Charge Generation and Approval DEMO COY HEE chrg_gen s Last Run Date Time Current Date Time TUE 26 MAR 02 08 39 AM Do you want to Unapprove Lots N Unapprove Supplier Reference or Lots Approved from to Generate Charges for Supplier Reference Supplier Types or Lots Received up to Expected Posted Date for these Lots Auto Approve Lots Supplier from to All values OK Y NxtBlk to Alter Report Format Settings Count 1 FEES Coreea A a i H tan LS TS GR ian ewe Ga Make your report selection by completing the following fields Do you want to unapprove lots For normal processing enter N here To make corrections to an Approved lot the lot must be unapproved first Enter Y here to unapprove lots Note that only Lots that are APPROVED but not POSTED can be unapproved Unapprove Supplier Reference If Y is selected in the previous field enter the Supplier Reference you wish to unapprove If Supplier Referen
14. key to go to the Sales Return block Then enter the return price details Type Enter the return price transaction type Upon entry of a valid code the description is displayed Press ListVal to assist in the selection of a type Valid types available here are N for a normal return price this is the default type Use this type for the entry of return prices M Miscellaneous type Use this type when adjustments are being made e g where the produce has been condemned by D P I A Allowance type Use this type for adjustments where the Qty Priced field is not to be affected For example say some tomatoes were sold and the customer subsequently complains that they were of an inferior standard The agent may credit the customer and recover the adjustment from the grower To recover the adjustment from the grower enter an A Allowance type and the amount to be deducted Qty Enter the quantity that is to be priced here Price Enter the amount per unit being returned If the TYP was N Normal then the PRICE entered is the unit price that is being returned to the Grower This amount should be positive If the TYP was A Allowance then the price is normally negative a warning will be displayed if the amount entered is positive 1 e positive price indicates an Allowance reversal If the TYP was M Miscellaneous then the cursor will not enter this field A price of zero will be displayed After entry of the Sale Return record
15. ma Ps Ao Wide been eel cose E To fax the report direct to the Growers select the fax option from the printer selection screen and the report should be selected using the faxing format To print or fax the report the following selection must be entered Print O ne Lot or B atch To print only one lot enter O in this field Alternatively to print a batch enter B in this field Lot Number If O is selected in the previous field the cursor will enter this field allowing you to enter the lot number Upon pressing NxtFld the cursor will skip all other fields and move to the All Values Ok prompt Supplier from Enter the beginning supplier code of the range to be printed ListVal may be used to assist in the selection of a code while pressing NxtFld will default this field to the first supplier code which has a number set up in the fax number field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 19 LETTUS User Manual Grower Returns Menu 6 to Enter the ending supplier code of the range to be printed Pressing NxtFld will default this field to the last supplier code which has a number set up in the fax number field If only one code is required this field should contain the same code as the supplier code from field Department Code from to Produce Code from to Priced from to Enter the beginning department code of the range to report on ListVal may be used to assist in the select
16. produce of Basis and Commission lots are entered against the lot using the Enter Return Prices screen Purchase Lots can be viewed but not modified in this screen On selection of the Return Price Entry option from the Grower Return Processing menu the following screen 1s displayed The screen consists of four blocks The Lot information is displayed in Block 1 while Block 2 contains the lot information at the item level Block 3 displays Sales Summary details and the return price details are entered in Block 4 Note that the Lot Item and Value Profit fields reflect the NET Profit values This includes any no deduct charges applied to the Lot Item More detailed information can be obtained by pressing ListVal from either the Lot block or the Item block When pressed from the Lot block the details displayed relate to all items of that Lot whereas when pressed from the item block the details displayed relate to the current item only Note that both the Gross and Net profit values are shown on this screen EE Sear term bermnoster olf x sj Pe Cdk Yew Took Properties Connection Window Help al x Dee Se eh F flowy SSR oa Lot Returns Lot Received Posted Supplier All Sold Paid Consignment PC All Priced Profitised Produce Dept _ C s Approved No Deduct Lot Comment Item NP amp Ret Comment Lot NP Lot Type _ Agree _ Freight _ Recd Faxed _ Lot NP _ __ Items No Unit Gd Size Dept Item Descr Recd Net Unsold
17. their Lot s Department or under their own Department Code from to Produce Code from to Agreement Type All Values OK Printed on 16 May 2002 Enter the beginning code of the department code range to report on ListVal may be used to assist in the selection of a department code Pressing NxtFld will default this field to the first department code as set up on the system Enter the ending code of the department code range to report on ListVal may be used to assist in the selection of a department code Pressing NxtFld will default this field to the last department code as set up on the system If only one department code is required this field should contain the same value as the department code from field Enter the beginning code of the produce code range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the first produce code as set up on the system Enter the ending code of the produce code range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the last produce code Enter Agreement type Valid agreement types are B asis P urchase or C commission or for all Agree Types If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld
18. this report select the Lots Ready for Approval List option from the Grower Return Processing menu After selecting your print display option the following screen is displayed ale bi Gi Ga yew Teoh properties Gore pirke peip Aks Cee ee oh PF Some S58 ot Lots Ready For Approval List xxx DEMO COY XX lotunap i Last Run Date Time Current Date Time TUE 26 MAR 02 10 18 AM Lot Number Use L ot or I tem Department L Non Purchase N or Purchase Lots P N Department from PRODUCE to CAD SALAD MIX Include Unapproved Lots Received up to ED All values OK Count 1 000 t lt is s Replace Peha Ugh Fresh vt Freha Lt Deno abe Csrratclned bs 130 ERS kl H Y 1n Hews Caga Make your report selection by completing the following fields Lot Number When only selecting one Lot to report on enter the lot number here Ifa range of lots are required press NxtFld to leave this field blank Use L ot or tem Department Show Items under their Lot s Department or under their own N on Purchase or P urchase Lots Enter P to report on Outright Purchase Lots or N to report on Basis or Commission Lots Dept Code From Enter the beginning department code of the range to report on ListVal may be used to assist in the selection of a department code Pressing NxtFld will default this field to the first department code to Enter the ending department code of the range to report on Pressing NxtFld wi
19. 8 APR 02 MON G Supplier from 1100 CRISP TECHNOLOGIES to ZISE LJ LP amp SL ZISER Unpost Unpost a L ot S upplier Reference or D ate _ Lot Supplier Reference Date All Values OK Hit NxtBlk to Alter Settings Count 1 lt Replace gt I a uF 5 r ia Eornected to THE TES OT cure He cous Hod WTS ehn he AA E Make your report selection by completing the following fields P ost or U npost Lots Enter P to post lots or U to unpost lots Enter P here To unpost a lot refer below Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 23 LETTUS User Manual Grower Returns Menu 6 i ac na gt Expected up to Enter the date you would like posted up to All lots with an expected posted date up to this date that are approved will be posted to the General Ledger This field will default to the current today s date by pressing NxtFld Levies Due The date that the levies arising from the grower returns will be due for payment The default of the current today s date will be accepted by pressing NxtFld Supp Types Enter the supplier types to report on Press ListVal to display valid supplier types NxtFld will default this field to the first supplier type Supp Code from Enter the beginning supplier code to be reported on ListVal may be used to assist in the selection of a supplier code Press NxtFld to default this field to the first supplier code Supp Code to Enter t
20. L CAVS No Deduct Val 0 00 Approved 26 MAR 0e Agree Type B Lot L Freight L__ Total Avg Val 0 00 Exp Posted 17 OCT 01 Lot Comment Posted Ret Comment Paid Net Profit 11 29 Net Profit _ 1323 68 Profitised Charges lt Charge gt Ded Charge Unit Cents lt Charge Amount gt Itm Cde T Description Rates Qty Grp Gd Unit Excl GST Incl GST ABGC L ABGC BANANA Y 1000 CIN x 2 000 20 00 Option _ G enerate Auto charges A pprove Lot for paument U n approve an Approved Lot Count 0 lt Replace gt SET Es ee Connected w EAN i scum Haan Ret Eae Ha FeO POW Sma Mew A 6 4 1 To manually generate lot charges Step Select a lot This may be done in a number of ways by using the query facilities provided by LETTUS You may enter a value and press ExeQry to search for all lots that match the criteria entered You should scroll by using NxtRec and PrvRec scroll through the records until the lot that wish to generate charges for is displayed on the screen Note that Purchase Lots can be viewed in this screen however charges cannot be generated for them Step 2 The cursor automatically goes into the option field Valid options are G Generate Lot Charges for this lot A Approve this lot for payment U Unapprove this lot Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 9 LETTUS User Manual Grower Returns Menu 6 SEE G Generate Charges for this Lot Entering G in the option field will ge
21. LETTUS User Manual Grower Returns Menu 6 Menu 6 Table of Contents 6 1 Lots Ready Por Picone Wist 132 5t c 4csiiciaecs nia E elite iiaieess 6 2 6 2 Rer PCS ENUY oriona E oases avieenenosoarteowes 6 4 6 2 1 How toenter a Remrn IPLAC 6 seisoene ae E 6 4 6 2 2 Commission LORETOS opscene a a 6 6 6 3 Auto Charge Generation amp Approval ccccccccccccssssssssssssssssseeeeeeeceeeeeeeessaaeens 6 7 6 3 1 Automatic Lot Approval cccccecccccccccceeeeesssseecceeeeeeeeeenees 6 8 6 4 Manual Charge Generation and Approval cccccssssssesesseeeeeeeeeeeeeeeeeeeaaeeas 6 9 6 4 1 To manually generate lot charges ccccccccseeeeeeeeeeeeees 6 9 6 4 2 TO UNA PPro 6 a Lolasi A 6 11 6 4 3 Manually Approving Lots cccccccccccceeeeeeeeeeeeesssseseeees 6 11 6 5 Lots Ready for Approval LiSt cccccccccccccccccssscceeessssssseeeeeeeceeeeeeeeesaaaaeas 6 12 6 6 SUpp Ref Profitability LAST ties coed isinan saad agate writs cele aad at tats saath 6 14 6 7 AN Sold Prona CiS tres 6 15 6 8 EO AO L S eae E E E 6 17 6 9 Grower Reni ESMAS en e E a eee ie Gt eee 6 19 6 10 CTO WS ER DNA IE esae Stet ot nde Baa dutiastea edad end nie eaten ie ate neon 6 21 6 10 1 To Print Grower Reminss isiveusa saat eaetaices 6 21 6 10 2 Printing and Stationery Lineup cc cccccsssseeeeeeeeeees 6 22 6 11 Grower Return Posting amp Unposting cccccccccceccceeeeeeeeeeeeeeaeeeeeeseseeeees 6 23 6 11 1 To post th Grower Rer
22. and unit type 1 e one entry for each produce code and unit type only Select the Produce Cost List option from the Grower Return Processing menu After selecting the print display option from the printer selection screen the following screen will be displayed FE Smarterm Demo ster i zig Lah pe Git yen Toos fopartes onnecton window pieli Anpa D ia ce T anae t GIR 0l Produce Cost Listing xxx DEMO COY XXX prodcast Last Run Date Time MON O68 APR O2 03 59 PM Current Date Time FRI 12 APR 02 61 55 PM R eceived or E nter Date E a A 0 Date from to Use L ot or I tem Department L Department trom _ PRODUCE to _ NON PRODUCE Produce from APPLES to ZUCCHINI Agree Type _ ALL AGREE TYPES All values OK Count 1 lt Replace gt 4 Make your report selection by completing the following fields R eceived or E nter Date Enter R to enter a date range for the received date of lots or enter E to enter a date range of when lots were entered into the system Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 33 LETTUS User Manual Grower Returns Menu 6 Date from to Enter the beginning date of the date range to report on Press NxtFld to default this field to the current today s date Enter the ending date of the date range to report on Press NxtFld to default this field to the current today s date Use L ot or Dtem Department Show Items under
23. arge Generation and Approval screen Lots can be automatically approved when Y is entered in the Auto Approve field on the form provided that the lot is all priced the lot was received on or before the nominated date and the lot is not a purchase lot Through the approval process the lot record is stamped with the current today s date in the Approved field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 8 LETTUS User Manual Grower Returns Menu 6 a S ass 2 7 Ss 6 4 Manual Charge Generation and Approval While the Auto Lot Charge Generation and Approval option processes a number of lots the Manual Lot Charge Generation and Approval process only one lot at a time The manual charge generation screen allows For the generation of charges for that lot For a lot to have charges manually entered against it Charges that have been created either manually or automatically can be changed or deleted For a lot to be approved For a lot to be unapproved provided that the lot has not been POSTED fie Smar Derm Demnate MEEA iaj Fie Edt Mew Tonks Eronerties Cemmection Window Heip zeja Deg oS cele Enar Ra Lot Charges Generation Lot Payment Approval Lot 1038 Recd Qty 1000 Expected Supplier 360 ALL FRESH PTY LTD Nett Qty 1000 Received 28 SEP 01 Consignment Priced Val _13050 00 All Sold Produce BLV BANANA LEAVE Deduct Val 269 50 All Priced 26 MAR 02 Department 03 LOCA
24. ce is not to be used press NxtFld to enter the next field If N was selected in the previous field the cursor does not enter this field Unapprove Lots APPROVED from If Y is selected in the previous field enter the beginning APPROVED date of the Lots that you wish to unapprove Press NxtFld to accept the default of the current today s date If N was selected in the previous field the cursor does not enter this field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 7 LETTUS User Manual Grower Returns Menu 6 _ SEZ NNW Le to Enter the ending APPROVED date of the lots that you wish to unapprove Press NxtFld to accept the default of the current today s date Generate Charges for Supplier Reference Enter the Supplier Reference to be used for the selection of lots Press ListVal to assist in the selection of a valid Supplier Reference If Supplier Reference is not to be used press NxtFld to enter the next field Generate charges for Lots RECEIVED to Enter the date that the Lots were RECEIVED where you wish to process up to Press NxtFld to accept the default of the current today s date Expected Posted Date for these Lots Enter the Expected Posted Date to be used for these lots This is the expected date that these lots will be posted to the General Ledger Auto Approve Lots Enter Y here to generate the charges and approve the lots Enter N here to generate charges only Supplier Types Enter the s
25. correct only when all rows of the query have been viewed This Stock Statistics screen provides a detailed statistical analysis of Grower Produce The screen can be used to query on any field or any combination of fields to provide the required information H Sear Term Gerster E ET Le pb pk yew Took properties Connection window Hein een ose She FF flower SSR a Stock Statistics Period gt Supplier Name Agr Dept Produce Unit Size GO Period Start End Quantity Sales Cost GP gal QUALITY FRUITS P Of Bal CIN BSB ee JUL 00 28 JUL B8 i Jor W ede eld 1100 CRISP TECHNOLOGIES B 89 TOM CIN 2000 28 88 JUL 09 14 JUL 00 159 _ 1641 59 _ 1550 49 5 55 1109 CRISP TECHNOLOGIES BS TIOM CIN 2008 29 15 JUL 09 21 JUL 90 109 1250 00 _ 1050 60 _ 16 88 HARRON HARROWSMITHS INTERNATI C 69 PCH Tl _ _ 2008 28 AB JUL 060 14 JUL 0 24 337 45 267 69 20 88 HARRON HARROWSMITHS INTERNATI C 89 PCH T20 __ 2000 28 08 JuUL 00 14 JUL fe 15 1036 0 869 76 29 71 JIM JIM S QUALITY PRODUCE B 83 BLU BCH 2800 29 15 JUL 88 21 JUL 88 188 251 5 200 09 20 48 SMITJ JOHN SMITH B 69 0M LIN 2000 20 13 MAY 09 19 MAY 66 fe 1045 6 48 00 9 28 Totals BO 3984 83 _ 5147 66 _ 13 99 NOTE Totals will only be correct when all rows of a query have bean viewed Count 1 lt Replace gt Let Freche flal Feeduity si Dema siw Connected ta 192 16601 come an Ten AA Vie San owas Printed on 16 May 2002 Fresh Com
26. ction by completing the following fields Supplier Enter the supplier code or press ListVal to display valid codes To report on all growers enter or press Enter to default B asis C omission P urchase or A II Lots Enter the Agreement type required or A for all lots R eceived A pproved or P osted Date Range Enter the required date range using the R eceived A pproved or P osted Date Range Include Partially Sold Lots Enter Y to include partially sold lots Include Approved Lots Enter Y to include Approved lots Include Partially Priced Lots Enter Y to include partially priced lots Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 17 LETTUS User Manual Grower Returns Menu 6 Include Profitised Lots Select Lots by Department code from to Produce Code from to All values OK Enter Y to include Profitised lots Select lots by D epartment or P roduce Enter the beginning department code of the range to report from ListVal may be used to assist in the selection of a department code Pressing NxtFld will default this field to the first department code The cursor only enters this field if D was selected in the previous field Enter the ending department code of the range to report to Pressing NxtFld will default this field to the last department code If only one department is required this field will contain the same value as the department code from field
27. election values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen The system will allow you to unpost a lot where a related freight charge invoice or credit note has been paid A Lot can also be unposted if it has zero value payment allocations attached to it These zero value payments allocations are usually for cancelled or stopped cheques Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 24 LETTUS User Manual Grower Returns Menu 6 SS 8 8 8 OROFFHppFpFpFTHS MN MM M qo S Naz et 6 12 Cleardown Pools Profitise Lots A lot can be profitised when it becomes completely sold all costs have been taken up and the grower returns processed Profitising is the process where the computer analyses certain Lots Pools and the associated sales in order to provide statistical detailed information The Profitised field is updated with the current today s date for those lots that become profitised This information includes Sales Statistics by salesman customer Stock Statistics by grower produce accounts payable period Yields by grower produce month Profitability reports by department produce a In Technical Terms the main aims of profitising are as follows 1 Update Information in the Sales Statistics Each Sales Statistics record represents a g
28. en find all purchases that were made from Smith during the period 1995 12 and display details of them on the screen The total sales cost of sales and the gross profit percentage are calculated and displayed Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 32 LETTUS User Manual Grower Returns Menu 6 a R 6 16 Produce Costs List The Produce Cost List displays the cost of the produce as known at that stage The cost of a lot is determined depending on the agreement type of the lot and whether a return price or invoice has been entered against the lot The criteria for calculating the produce costs are For Purchase Lots If a stock invoice has been entered against the lot the price as per the invoice will be used If an invoice has not yet been entered the unit cost entered in Grower Lot Entry will be used For Basis Lots If the Return price has been entered in Return Price Entry this unit cost will be used or if no price exists here the unit cost entered in Grower Lot Entry will be used Note that when a unit cost is entered in Grower Lot Entry for a Basis Lot Return Price Entry is also updated For Commission Lots The unit cost entered in the Return Price Entry option will be used Where an estimated unit cost is used e g unit cost from Grower Lot Entry an asterisk 1s noted beside the value This report looks at lots based on either a Received or Entered date range It also consolidates the report by produce code
29. er code Pressing NxtFld will default this field to the first supplier code of the supplier types entered above Supplier Code to Enter the last supplier code to be included in the printout Pressing NxtFld will default this field to the last Supplier code of the supplier types entered above All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen 6 10 2 Printing and Stationery Lineup When the returns are to be printed on the printer LETTUS will stop all other print requests being sent to the printer The special pre printed stationery should then be loaded and if required a test lineup can be done by entering Y at the lineup prompt When satisfied that the line up is correct answer N to another line up The Returns will then be printed Once the returns have been printed LETTUS will release the printer and advise that the special preprinted stationery be removed from the printer The Grower returns are printed in the order of lot numbers within Supplier codes Note that this option prints to the left of the address the following PURCHASED for B asis Agreement Types FROM and P urchase Agreement Types SOLD FOR AND ON for C ommission Agreement Types BEHALF OF Printed on 16 May 2002 Fre
30. ge to report on Press NxtFld to default this field to the current today s date to Enter the ending date of the date range to report on Press NxtFld to default this field to the current today s date All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 36
31. he Charge AMT that will be deducted Unit Type The unit type set up on the master charge record 1s displayed Grade The grade set up on the master charge record 1s displayed Cents Unit The cents per unit set up in the master charge record is displayed and can be changed as required Charge Amt This is the total of the number of units multiplied by the cents unit or where the charge rate applies the charge rate multiplied by the Priced value of the produce This is the amount of the charge Where the charge has arisen from a supplier invoice this field will display a Y if not a N will be displayed The information in these fields can be changed To remove a charge from this lot position the cursor on the charge and press DelRec Note that these changes are applicable to this lot only Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 10 LETTUS User Manual Grower Returns Menu 6 SEE Step 4 After completing the required changes press NxtBlk to return to the option field If required enter A in the option block to approve the lot NOTE that the Auto Lot Charge Generation and Approval process will override any changes made in this screen Therefore it is recommended that after making changes manually the lot be APPROVED The profit and Profit Percentage fields reflect the NET profit of the Lot This includes any no deduct charges entered against the lot 6 4 2 To unapprove a Lot Step Select the lot
32. he ending supplier code to be reported on ListVal may be used to assist in the selection of a supplier code All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen When complete the report displays the number of grower invoices generated and the total net amount that will be payable to the growers Note that the other modules of the LETTUS system e g Creditors and General Ledger are not updated until the Lots are posted 6 11 2 Grower Return Unposting Make your report selection by completing the following fields P ost or U npost Lots Enter U to unpost lots Unpost a L ot S upplier Reference or D ate If only one lot is to be unposted enter L in this field Enter S to select lots to be unposted by supplier reference or if more than one lot is to be unposted enter D and select by date Lot Enter the lot number to unpost Note that the cursor only enters this field if L was selected in the previous field Supplier Reference Enter the Supplier Reference to be used for the selection of unposting ListVal may be used to assist in the selection of the supplier reference Date Enter the date that the Lot or Batch was marked as POSTED All values OK If you need to change any report s
33. icin Last Run Date Time Current Date Time TUE 12 MAR 02 08 48 AM Lot Use L ot or I tem Department L Non Purchase N or Purchase Lots P Department from _ PRODUCE to CD SALAD MIX Order by D ept or S upplier _ 7 a ki Include Unpriced Lots Received up to List All Sold Lots only Y N D N All Sold from to All values OK Y Show Items under their Lot s Department or under their oun Count lt Replace gt ri Fresh s E Foesh sw Dene el Connected to 192 DBE Secu Meco Pint Cente fred raed iam ove aS Make your report selection by completing the following fields Lot Number If only one lot is required enter the lot number in this field If more than one lot is required press NxtFld leaving this field blank Use L ot or tem Department Show Items under their Lot s Department or under their own Non Purchase or Purchase Lots Enter N to report on non purchase lots or P for purchase lots Note that Non purchase lots include both Basis and Commission Lots Department Code from Enter here the department code for the beginning of the range to be included in this report ListVal may be used to assist in the selection of a department code Upon entry selection of a valid code the description will be displayed Pressing NxtFld will default this field to the first department code Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 2 LETTUS User Manual Grower Ret
34. ion of the code Pressing NxtFld will default this field to the first department code Enter the ending department code of the range to report on Pressing NxtFld will default this field to the last department code If only one department is required this field should contain the same value as the above field Enter the beginning produce code of the range to report on ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first produce code Enter the ending produce code of the range to report on Pressing NxtFld will default this field to the last produce code If only one produce code is required this field should contain the same code as the produce code from field Enter the beginning date of the range which the lots became All Priced The enhanced date feature may be used if required or press NxtFld to accept the default of the current today s date Enter the ending date of the range which the lots became All Priced The enhanced date feature may be used if required or press NxtFld to accept the default of the current today s date Include partially priced lots Include non priced lots Enter Y include partially paid lots Enter Y to include lots that do not have any sale return prices associated with them Exclude lots already printed Enter Y to exclude those lots already printed N to print all Press NxtBlk for Format options Print All Va
35. leardown Pooled Sales Y N H Pools from to Cleardouwn Sales Dated up fo Profitise Lots Profitise Lots Y N Y Lots Posted up to All values OK Count 1 Replace gt J Coreweted be TE a WEES By Row Boe If Cot Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 25 LETTUS User Manual Grower Returns Menu 6 SEE Make your report selection by completing the following fields Profitise this Lot Type Enter the Lot type here Valid entries are L to profitise Lots P to profitise Pools or B for both Profitise Lots POSTED up to All lots POSTED up to this date will be included and marked as profitised All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 26 LETTUS User Manual Grower Returns Menu 6 6 13 Lot Profitability List This report shows the final profitability of all lots profitised It details the produce supplier gross sales grower returns company profit and the profit margin Select the Lot Profitability List from the Grower Return Processing menu After selecting the print display option from the printer selection screen the following screen will be displayed FE Smarte
36. ll default this field to the last department code Include Unapproved Lots Received up to Enter the selection date to report on or press NxtFld to accept the default of the current today s date Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 12 LETTUS User Manual Grower Returns Menu 6 SEE All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen The report displays the Grade Count size and item description for each lot GP for Commission lots are automatically calculated Once you are satisfied with the information on this report the Lots can be Approved Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 13 LETTUS User Manual Grower Returns Menu 6 6 6 Supp Ref Profitability List A report similar to the Trial Profitability List is the Supplier Reference Profitability List which only looks at the selected lots with the relevant Supplier Reference Note Lots that have Unpriced or Unsold Items will have Estimate Gross and Nett Profit Values and Percentages To run this report select the Sup Ref Profitability List option from the Grower Return Processing menu After selecting your print display option from the printer selection screen the following parameter screen will be dis
37. lues OK Printed on 16 May 2002 A combination of purchase memorandum number return comment and supplier reference may be printed on the report Enter 1 in this field to print the purchase memo number and the return comment Enter 2 to print the supplier reference and return comment and enter 3 to print purchase memo number and supplier reference If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Fresh Computer Systems Pty Ltd 6 20 LETTUS User Manual Grower Returns Menu 6 Renee M a a a ooo SSS ee 2S 6 10 Grower Return Print Once the lots have been approved the returns can be printed and reprinted and when satisfied the returns can be posted to the creditors system After a return has been printed and it is discovered that a change is required e g change the return prices the lot will need to be unapproved using either the Manual Lot Charge Generation and Approval screen refer p 6 9 or if more than one lot using the Auto Lot Charge Generation and Approval refer p 6 7 The changes can then be made and then the lot will be need to be re approved Returns can be printed for a single lot or for a batch of lots A batch of returns are printed based on the following criteria e All lots approved but n
38. means of informing the Grower of the gross return price before the Lot is processed The Lot must be all priced but not profitised to appear on this report The information on this report includes the Lot number supplier details received date unit quantity price Purchase memo number supplier ref or return comment can be optionally printed as well Charges are not included on this report Note that this report only applies to Suppliers who have a fax number set up in Supplier Maintenance To set up the facility to fax the Return Estimates contact your Support Office Select the Grower Return Estimates option from the Grower Return Processing menu After selecting the print fax display option the following screen will be displayed I Sma Term bemoste _ algi Laj pe Git view Took Gropermes Connection windows piel zigi Ogata m so le Saki al Grower Return Fax xxx DEMO CUY XE ret_fax Last Run Date Time Current Date Time WED 03 APR 02 04 44 PM Print O ne Lot or Batch B Lot Number Supplier from 8004 ALFRED E CHAVE to YANG C D YANG FARMING Department from l PRODUCE to 99 NON PRODUCE Produce from APR APRICOTS to ZUC ZUCCHINI o Priced from 24 MAR e SUN Include partially priced lots to O3 APR 2 WED Include non priced lots Exclude lots already printed All values OK Z Z LNxtBlk for Format Options Count 1 lt Replace gt E mi Frohe Le Demi Comed o 12 TERT
39. nerate all charges for this lot including levy charges freight recoveries etc The lot record is updated with the total of the charges that is to be deducted from the grower and the total of the charges that are not to be deducted from the grower A Approve this lot for payment Entering A in the option field will approve the charges etc applied to this lot The lot record is updated with the date of approval and will be posted in the next posting run U Unapprove this lot Entering U in the option field will unapprove the charges etc applied to this lot the APPROVED status in the lot record is removed i e the Approve field will now be blank and the lot will not be processed any further until it is Approved again Step 3 If required pressing PrvBlk from the option field will move the cursor to the Charges block and allow charges to be inserted changed or deleted For Each new Charge enter the charge code or press ListVal to assist in the selection of a code Upon entry of a valid code the remaining details as per the record set up in Master Charge Maintenance will be displayed These details include Type The charge type e g L levy F freight Description The charge description Deduction Are the charges to be deducted from the grower Rate The rate that will be charged against the priced value of the lot Qty Used in conjunction with the CENTS UNIT field the QTY multiplied by the Cents Unit results in t
40. ot posted or e All lots posted in the date range nominated The returns can selectively include a range of supplier types and a range of supplier codes 6 10 1 To Print Grower Returns Select the Grower Return Print option from the Grower Return Processing menu After selecting the print display option from the printer selection screen the printer if a printer is chosen is locked for your use only The following screen is then displayed Be Samar rrm ri aj De dt yem Took Eropertes Connection Window tiep Cee gte Ff Some DTR O Grower Return Print eee DEMO COY HE ret_prt i Last Run Date Time TUE O5 MAR O02 11 58 AM Current Date Time MON 8 APR 02 09 20 AM O ne Lot S upplier Reference or B atch B Lot Number supp Ref U nposted P osted or P A id Lots P Date from Q8 APR 92 MON ta 08 APR 02 MON Date to appear on Supplier Types Grower Returns O8 APR 02 G GROWERS Supplier from 1100 CRISP TECHNOLOGIES tot ZISE LJ LP SL ZISER Hll values OK Hit LNxtBlk to Alter Report Format Le Fihan Eg Forshocew H Dema nmw Comecei io 182 1207 B T i r Heal VE 0mm Bwa Cad e Make your report selection by completing the following fields O ne Lot S upplier Reference or B atch Enter O to print only one return S to select by Supplier Reference or enter B to print a batch of grower returns Lot Number Where one lot was selected in the above field enter the lot number that the return
41. played fe Smarter Demo ste B idj ple Ed Wew Inok Properties Connection windew Heip EEA Den scale Some aagal Supp Ref Profitability List DEMO COY HEE supp_prf Last Run Date Time Current Date Time MON 15 APR 2 11 11 AM Supplier Reference from to S ummary or D etail D All values OK Count 1 lt Replace gt gt Lal Freshstw La Feesh st ah Demo etee Conmected to 1 10 1 Secum Maco Pei Cane ho Vide 2d RowS Cat oe Make your report selection by completing the following fields Supplier Reference from Enter the beginning Supplier Reference to report on ListVal may be used to assist in the selection of a Supplier Reference Press NxtFld to accept the default of the first Supplier Reference To Enter the ending Supplier Reference to report on ListVal may be used to assist in the selection of a Supplier Reference Press NxtFld to accept the default of the last Supplier Reference S ummary or D etailed Enter the format of the report D for a detailed report or S for a summary only All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 14 LETTUS User Manual Grower
42. puter Systems Pty Ltd 6 30 LETTUS User Manual Grower Returns SS Menu 6 Any of the following fields can be included in the selection criteria Supplier Code Enter the Supplier Code here if known Name The full name of the supplier will be displayed on entry of valid information Agr Enter the Agreement Type of the lot Valid entries are P urchase B asis or C ommission Dept The Department Code can be entered here Produce Enter the Produce Code if known Unit Enter the Unit Type if known Size The Count Size of the produce can be entered here GD Enter the Grade 1f known Period The Period Number can be entered Qty Enter the Quantity of the supplied produce Sales Enter the value of the sale Cost The cost of the produce can be entered The following totals will be displayed QTY The total units returned from the query Sale Value The total sales value returned from the query Cost Value The total costs returned from the query Gross Profit The Gross profit percentage 1 e Gross Profit over sales Examples of Querying the Stock Statistics Example 1 Query Enquire on all purchases made from Supplier J Smith Supplier Code SMITH Step 1 Ensure that the screen is in Query mode In the Supplier Code field enter the supplier code SMITH Step 2 Press ExeQry The screen will then find purchases made from a supplier with the code of SMITH and display them on the screen The total sales cost of sales and
43. report by Produce Code From Enter the beginning code which to report from The type of code depends on the value entered in the previous field Pressing NxtFld will default this field to the first code of the range ListVal may be used to assist in the selection of a code Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 27 LETTUS User Manual Grower Returns Menu 6 DN to Enter the ending code to report up to The type of code depends on the value entered in the above field Pressing NxtFld will default this field to the last code of the range Year to Date total from Enter the date which you would like the year to date figures to start from All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 28 LETTUS User Manual Grower Returns Menu 6 6 14 Unprofitise Lots This unprofitising procedure must be done before changes can be made to a profitised lot E Smarterm imash i ey Ble EAE Mert Toots opili Connection gedos lel DR ea CR FF Fewer SSR 8 7 zla aliz Lot Unprofitising 4 DEMO COY HEX unprf lot i Last Run Date Time Current Date Time FRI 12 APR 02 61 28 PM Unprofitise O ne Lot S upplier Reference or D ate Range 0 Lot Number to Unprofitise Supplier Reference Unprofitise
44. rm Denecte aig baj Ge BAR pew J frip Coredo yie tic aljat Dare amp pe Peasy GSA aal Lot Profitability Listing DEMO COY KEK orf_ort f Last Run Date Time Current Date Time FRI 12 APR 02 12 01 PM P rofitised or R eceived Date R Last Run Information Date from Q1 JUN 90 THU 2000 22 to 30 AUG 00 WED 2000 35 D etailed or S ummary S List by D epartment or P roduce D Code from PRODUCE to CAD SALAD MIX Year To Date Total from All values OK Y ia Figi L onnozimi ta 132 PHT Mi Ping ap Hell VIG Jh ie oae CaS Make your report selection by completing the following fields P rofitised or R eceived Date The report can be run by date range based on either the date that the lot was received or the date that the lot became profitised Enter P to select a profitised date range or R for a received date range Date from Enter the beginning date which to report from The type of date depends on the value in the previous field Pressing NxtFld will default this field to the current today s date to Enter the ending date which to report to The type of date depends on the value in the above field D etailed or S ummary Enter D to provide a detailed report or S for a Summary The detailed report lists each lot within the specified date range while the summary lists the details by produce or department By D ept or P rod_Code Enter D to report by departments or P to
45. roup of sales with the same characteristics e g same produce code accounts receivable period The records are generated at the time of invoicing however some information is not updated until the lots and pools have been profitised 2 Insert Update Information in Stock Statistics Each Stock Statistics record represents a group of Lots or pool with the same characteristics e g same supplier same unit 3 Insert Update Information into Yield This is a combination of Sales and Stock Statistics It represents a group of Yields with the same characteristics e g area type produce code unit type For Pools the profitising program clears down all sales and resets the received and sold balances This is done to allocate the sales based on FIFO First in First Out back the original Lot Items that sent into each pool Sales with a negative Pool number are Sales that have been cleared down from a Pool Note that this option has no effect on the General Ledger 6 12 1 To profitise Lots or Pools Step 1 Select the Profitise Lots Pools option from the Grower Return Processing menu After selecting the print display option from the printer selection screen the following screen will be displayed Beeston eee LL ee Pir Es PS Gn ss bet ae Cee eee mee alfi j Co ol Bf raat E Ena D neee SS Cleardoun Pools Profitise Lots vax DEMO COY aes profit Last Run Date Time Current Date Time FRI le APR 6e 11 54 AM Cleardown Pools C
46. sh Computer Systems Pty Ltd 6 22 LETTUS User Manual Grower Returns Menu 6 Renee M a a a SaaS aes 2 7 Ss 6 11 Grower Return Posting amp Unposting Once the returns have been printed and no further changes are required the returns are posted to the ledgers The following information is updated The lot is date stamped with the date of posting A supplier s invoice is created in the accounts payable system for the net amount to pay to the grower A supplier s invoice is created for any deductions collected on behalf of third parties for example levies etc net of any commission collection charges The general ledger is updated with the following The Gross Purchases on the lot record The Proceeds of any deductions eg freight The Proceeds of any commissions deducted The net liability to the grower The net liability to any third parties e g for levy deductions 6 11 1 To post the Grower Returns Select the Grower Return Posting option from the Grower Return Processing menu After selecting the print display option from the printer selection screen and the following screen will be displayed i z Bie Edi Yew oot Prigat Goodie ikee He Opala te T Enar gt 250ml Post Unpost Grower Returns DEMO COY RE ret_pst Last Run Date Time Current Date Time MON OB8 APR 02 02 14 PM P ost or U npost Lots P Post Supp Types Expected up to O8 APR O2 MON GROWERS Levies Due 0
47. the gross profit percentage on sales are calculated and displayed Remember to use NxtSet to display the next page of records and to update the Totals fields Example 2 Enquire on all Tomato purchases made from Grower T Smith Supplier Code SMITH produce code TOM Query Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 31 LETTUS User Manual Grower Returns Menu 6 SEE Step 1 Press EntQry to put the screen in Query mode In the Supplier Code field enter the supplier code SMITH now move the cursor to the Produce Code field to enter the code TOM Step 2 Press ExeQry The screen will then find all tomato purchases from SMITH and display details of them on the screen The total cost of sales and the gross profit percentage on sales are calculated and displayed Remember to use NxtSet to display the next page of records and to update the Totals fields Example 3 Query Enquire on all produce made from Grower T Smith during the week ended 21 September 1995 Step Determine the period number that the week ended 21 September 1995 relates to this is done by checking the Accounts Payable Calendar see Menu 7 section for more information In the Stock Statistics screen press EntQry to put the screen in Query Mode In the Supplier Code field enter the supplier code SMITH now move the cursor to the PERIOD field and enter the period number e g 1995 12 Step 2 Press ExeQry The screen will th
48. uns eos s2csicos ei cereeiteniatisctienaneetnsencs 6 23 6 11 2 Grower Return Unposting cccsseeseessceeeeecceeeeeeeeeeeeeaaaeas 6 24 6 12 Cleardown Pools Promtise LiGts scccrssvctsnsisesecassseastnrssensestentehomsiesmecareeeestaeeseests 6 25 6 12 1 To promise Lots or POOIS seranah a 6 25 6 13 LotProtnitabiiiy Eisenia E EE E ies 6 27 6 14 Unprontse LOS renn a A 6 29 6 15 CONE PLOUUCE STAMSUICS rnr a E O ET 6 30 6 15 1 SOCK SAUS C Sea a e 6 30 6 15 2 To perform a Query on Stock Statistics 0 0 6 30 6 16 Produce Costs LiSbirerrn T N 6 33 6 17 SUPPE TCO EE aea a E OA 6 35 Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 1 LETTUS User Manual Grower Returns Menu 6 a SaaS O a 6 1 Lots Ready For Pricing List To determine which lots remain Unpriced i e not marked ALL PRICED the Lots Ready For Pricing Report can be printed Either Purchase or Non Purchase i e Basis and Commission lots can be listed The report can be used to record the return prices of the lots by the salesman This can then be used to enter the return prices into the Return Price Entry screen Select the Lots Ready for Pricing List from the Grower Return Processing menu After selecting the print display option required from the printer selection screen the following screen will be displayed sieja iaj Eie Edt Mew Tonks Eronerties Cemnection Window inip s Dega tet Some aagana xxx DEMO COY x lotunpri Lots Ready For Pr
49. upplier types that you wish to generate charges and optionally approve lots for ListVal may be used to assist in the selection of supplier codes The supplier types will default to the types used when the report was last run Supplier Code from Enter the beginning supplier code for which to generate charges ListVal may be used if the code is not known Pressing NxtFld will default this field to the first supplier code to Enter the ending supplier code for which to generate charges Pressing NxtFld will default this field to the last supplier code If only one supplier is required the supplier code to field should have the same value as the supplier code from field All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen The report after processing displays the number of lots that charges were processed for the number of lots approved and the deduct and no deduct values If the lots are not automatically approved the Lots Ready for Approval Listing can be optionally run 6 3 1 Automatic Lot Approval Manually approving the lot one by one as is done in the Manual Lot Charges Generation and Approval screen 1s a time consuming procedure An alternative is to use the Auto Approval facility in the Auto Ch
50. urns Menu 6 Department Code to Enter here the ending department code in the range to be printed If only one code is required then this field will have the same value as the department code from field Pressing NxtFld will default this field to the last department code Order by D ept or S upplier Enter D to order the report by Department or S to order the report by Supplier Include Unpriced Lots RECEIVED up to Enter the RECEIVED date of the lots that you wish to price up to Press NxtFld to accept the default of the current today s date List all sold lots Only Enter Y to only report on Lots that have been marked ALL SOLD enter N to report on all lots or enter D to report on an ALL SOLD date range All Sold from Enter the beginning date to report from The default is the current today s date The cursor only enters this field if D is selected in the previous field All Sold to Enter the ending date to report to The default is the current today s date All values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection screen Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 6 3 LETTUS User Manual Grower Returns Menu 6 a S az fe 6 2 Return Price Entry Prices to be paid for the
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