Bulk Edit Grain Loads

Create a Grain Settlement

Introduction: This guide explains how to create and manage grain settlements in Harvest Profit. You can add deliveries, handle overages by splitting tickets, create settlement records, and review settlement reporting.

  1. Review Deliveries Linked to a Contract
    • Go to the Settlements tab.
    • Select the contract you want to settle.
    • If a grain load was entered with a planned contract, the delivery will automatically appear in the settlement.
  2. Add Additional Deliveries
    • Select + Add Deliveries in the upper-right corner.
    • Choose deliveries from the ticket list or search by scale ticket number.
    • Click Add to include the selected deliveries.
  3. Select Deliveries for the Settlement
    • Check the box next to each delivery you want included in the settlement.
    • You can create multiple settlements against the same contract if needed.
  4. Handle Overage Amounts
    • If selected deliveries exceed the contract quantity, Harvest Profit automatically calculates the amount that must be split.
    • This prevents creating an overage settlement for the contract.
    • If the suggested split is not correct, select Edit Amount.
    • Enter the quantity to split across the appropriate tickets.
    • Click Finish Editing when complete.
    • Split ticket quantities remain available to settle against other contracts.
  5. Create the Settlement
    • Click + New Settlement.
    • Enter an optional Settlement ID.
    • Select the settlement date.
    • Click Create Settlement.
  6. Review Settlement Details
    • Open the newly created settlement to view its details.
    • Review the settled value and amount settled.
    • Select Edit Settlement Details if updates are needed later.
    • Use the export option to download settlement information.
  7. Adjust Display Options
    • Change the unit view as needed, including bushels, pounds, kilograms, and other supported units.
    • Edit the contract directly from the settlement using the three-dot menu or the Edit Contract button.
  8. View Settlement Reports and Filters
    • Click Back to return to the settlement overview.
    • Review summary statistics, including:
      • Settled deliveries
      • Contracted deliveries
      • Unsettled deliveries
      • Contracts settled
    • Filter settlements by crop, location, or status.
    • Search by contract number using the search box.
    • View settled contracts in the Settled section and sort results as needed.
Tip: When entering grain loads, assign a planned contract if the contract information is already known. This automatically links deliveries to the contract and speeds up the settlement process.
Troubleshooting:
  1. If a delivery is missing, use + Add Deliveries and search for the scale ticket number.
  2. If you receive an overage warning, review the ticket split amounts before creating the settlement.
  3. If the wrong quantity was allocated to a ticket, use Edit Amount and update the split before saving.
  4. If contract details need to be updated, use the Edit Contract option from the settlement screen.

Video Tutorial

Support:

If you have any questions or encounter issues:

  • Email Support: Reach out to support@harvestprofit.com.
  • Help Button: In the bottom right-hand corner of the screen, click the Help button and then click Ask to send an email directly from your account.

Thank you for using Harvest Profit!