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| Contract Header Fields (red cell indicates mandatory field) |
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| Field Name | Description |
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| Template | Use this to automatically default fields to the template of your choice. Templates can be built / modified via the Contract Template maintenance screen. |
| Type | Purchase or Sale |
| Entity | Either a customer (Sale) or vendor (Purchase) |
| Commodity | What you're selling |
| Quantity | The total quantity of the contract along with UOM |
| Contract Date | Indicates the date when the document was created |
| Entity Contract | Your customer or vendor's contract number |
| Contact | Contact person associated with the contract. An email can be sent from here. |
| Position | |
| INCO/Ship Term | Used to indicate who's paying for the freight. INCO location indicates where ownership changes. |
| Country | |
| Pricing Type | | Type | Description |
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| Priced | A price contract allows for the entry of both the futures price and basis amount. | | Basis | A basis contract locks down the basis component upfront but not the futures price. The futures month is also selected. The basis can be set after delivery. | | HTA | An HTA (Hedge to Arrive) contract locks down the futures price but not the basis. The future price must be entered before delivery. | | Unit | Quantity is established but not futures price or basis. | | DP | Deferred Price - A DP (deferred price) contract will not allow entry of futures price, basis nor quantity. Quantity will be incremented upon deliveries. | | Cash | A Cash contract is treated the same as Priced but is for a commodity that is not board traded. |
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| Contract No | System assigned |
| Salesperson | |
| Contract Text | Text that prints on the contract. Example: terms & conditions. |
| Signed | Checkbox: indicates that the farmer signed the contract. |
| Printed | Checkbox: indicates that the contract was physically printed. |
| Additional Info Tab | | Column | Description |
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| Insurance By | | | Tolerance% | | Provisional Invoice% | Invoicing for goods ahead of time (similar to a down payment) | | Weight for Invoicing | | | Crop Year | Indicates what crop year that the delivery came from | | Association | Relates to any governing association that is involved with the commodity (an agreement to be bound by the associations rules / regulations). | | Arbitration | If there is an issue (exports) which city / state do we agree for arbitration. | | Producer | Could be buying from a dealer but want to know who was the original grower. | | Claims to Producer | Who will be handling claims when they occur. | | Internal Comments | Internal and won't print on the contract. | | Printable Remarks | Will show on the contract print. | | Price Level | | | Substitute Item | | | Max Price | | | Prepaid | Indicate if there is a prepayment | | Unlimited Qty Contract | | | Multiple Price | | | Conditions | |
|
| Documentation Tab | Allows the add of external documents to a given contract. |
| DMS Tab | Similar to Documentation tab but allows more sophisticated managment of documents. This is an optional module. |
| Audit Log Tab | History of the contract history (field level changes). |
| Approval Tab | |
| Activities Tab | Task managment, intigrated into CRM. |
| History Tab | History at the sequence level. |
| Sequence Line Item Columns |
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| Column Name | Description |
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| Sequence | System assigned |
| Status | System assigned |
| Start Date | Time period for delivery (used mostly for planning). |
| End Date | Time period for delivery (used mostly for planning). |
| Planned Availability | More for manufacturing. |
| Event Start Date | |
| Updated Availability | |
| Location | Customer's physical location (from or to). |
| Book | A way to group business (contracts). Used in reporting and the Derivatives screen. |
| Sub-book | The next granular level to Book. |
| Contract Item | |
| Item | |
| Item Specification | |
| Origin | |
| Purchasing Group | |
| Farm No | |
| Grade | |
| Garden | |
| Vendor Lot ID | |
| Reference | |
| Quantity / UOM | |
| Net Weight / UOM | |
| Packing Description | |
| Original Quantity | |
| Unit/Layer | |
| Layers/Pallet | |
| No. of Sequences | |
| Container Type | |
| No. of Containers | |
| Market Zone | |
| Discount | |
| Storage Schedule | |
| Option | |
| Split | |
| Pricing | Note: the columns in this section will vary based on the contracts price type.| Column | Description |
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| Fixation By | | | Pricing Type | Defaults to the contract pricing type | | Currency | | | Futures Market | | | Mn/Yr | Futures month | | Futures | Future price | | Basis | Comprised of currency, amount and UOM | | Cash Price | Comprised of amount and UOM | | Total Cost | |
|
| ERP | | Column | Description |
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| ERP PO No | | | ERP Item No | | | ERP Batch No | |
|
| FX Tab | | Column | Descriptions |
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| Invoice Currency | | | Fx Valid From / To | | | Currency Pair | | | Exchange Rate | | | FX Price | | | Rate Type | | | FX Price UOM | | | FX Remarks | | | Assumed FX for Marginal Risk Report | |
|
| Miscellaneous Tab | | Column | Descriptions |
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| Pickup/Deliver | | | Ship Via | | | Farm Invoice No | | | Producer | | | Claims to Producer | | | Fronting | | | Invoice | | | Provisional Invoice | | | Quantity Final | | | Certifications | | | Marks | |
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| History Tab | |
| Activities Tab | |
| Events Tab | |