1. Create Sale Priced Contract from Contract Management > Contracts, click New.

    1. Select Type 'Sale'
    2. Select an Entity
    3. Select Commodity.
    4. Select Contract UOM and enter Contract Qty
    5. Select Pricing Type 'Priced'
    6. Select Salesperson
    7. Click the Save toolbar button.
  2. .Click the Insert grid button to create Contract Sequence.

    1. Select Contract End Date.

    2. Select an Item.

      Remember that the items listed from the Item combobox dropdown are only linked /associated to selected Commodity.

      Quantity should display equal to the entered Contract Qty. If the Contract Sequence UOM was changed to other UOM (ex. LB), Quantity should be automatically converted to make it equal to Contract Qty.

    3. Enter Futures and Basis Price
    4. Click the Save toolbar button.
    5. Select Contract Freight charge under Cost tab of Purchase Contract header.
  3. From Ticket Management menu > Tickets, click New.
    1. Select Type: Load Out
    2. Select Customer.
    3. Select an Item.
    4. Select Distribution: Contract
  4. Contract Selection screen will open. Double-click the created Sale Contract to automatically populated in Scale Ticket screen.

    1. Enter Discount Readings
    2. Enter Gross Weight and Tare Weight to automatically calculate the Net Units

    Freight Charge from the selected Contract should auto populate in Scale Ticket screen if the Default Freight from the used Scale Station are both matched.  Else, Freight, Deduct from Vendor and Hauler fields are enabled.

  5. Click the Distribute toolbar button. This message will be shown.

    • If the Ticket Completion Options checkbox from Ticket Pool is set to 'Auto', it will automatically distribute the Scale Ticket.
    • If the Ticket Completion Options checkbox from Ticket Pool is set to 'Manual', Manually Distribute Tickets screen should be displayed. Units to be Distributed is automatically assigned to Unit Entry field in the Contracts panel.
  6. Click the Yes button.This message will be shown.

    It will automatically create posted Inventory Shipment and un-posted Sales Invoice transaction.

  7. Open the created Inventory Shipment transaction.

    1. Order Type should be 'Sale Contract'.
    2. Source Type should be 'Scale'
    3. Customer display is the selected Customer from Scale Ticket
    4. Location should be coming from the Scale Location.
    5. Quantity is the total Load Out Net Units distributed from Scale.
    6. Ownership Type should be 'Own'.
  8. Open the Sales Invoice transaction from Sales (A/R) | Invoices.
    1. Invoice Detail should contains the item and discount charges.
  9. Check the Item On Hand Units from Inventory menu > Items.
  10. Go to Stock tab. On Hands will be decreased by the total Net Units distributed from Scale.

  11. Open the existing Sale Contract used and check the Applied and Available Units.
    Applied units is the total Net units distributed.
    Available units is the remaining contract units (Balance Units - Applied Units)

    1. You must have to create Sale Contract from Contract Management > Contracts, click New.

      1. Select Type 'Sale'.
      2. Select an Entity.
      3. Select Entity Contact.
      4. Select Commodity.
      5. Select Contract UOM and enter Contract Qty
      6. Select Salesperson.
      7. Select Pricing Type 'Priced'.
      8. Click the Save toolbar button.
    2. .Click the Insert grid button to create Contract Sequence.

      1. Select Contract End Date.

      2. Select an Item.

        Remember that the items listed from the Item combobox dropdown are only linked /associated to selected Commodity.

      3. Quantity should display equal to the entered Contract Qty. If the Contract Sequence UOM was changed to other UOM (ex. LB), Quantity should be automatically converted to make it equal to Contract Qty.
      4. Enter Futures. This will be the Item Unit Price to be displayed in Scale Ticket.
      5. Click the Save toolbar button.
      6. Select Contract Freight charge under Cost tab of Sale Contract header.
    3. From Ticket Management menu > Tickets, click New.
    4. Click Contract toolbar button. The Contract Selection screen will be displayed.
    5. Double-click the created Sale Contract to automatically populated in Scale Ticket screen.

      1. In Gross Weight field, you can manually enter the gross weight or click the Gross button to get the reading.
      2. Enter Tare Weight.
      3. In Distribution field, Contract will be the default value. 
      4. Contract Number and Contract Sequence will appear in Scale Ticket.
      5. Enter the Discount Reading if it is applicable.
    6. Click the Distribute toolbar button. This message will be shown.
      1. If the Ticket Completion Options checkbox from Ticket Pool is set to 'Manual', Manually Distribute Tickets screen should be displayed.
        1. Note that the Units to be Distributed is reserved/allotted to Unit Entry field in the Contract panel.
      2. If the Ticket Completion Options checkbox from Ticket Pool is set to 'Auto', it will automatically distribute the Scale Ticket.
    7. Click the Yes button.This message will be shown.

      It will automatically create Inventory Shipment and Invoice transaction.
    8. Open the created Inventory Shipment transaction.

      1. Order Type should be 'Sale Contract'.
      2. Source Type should be 'Scale'
      3. Customer display is the selected Vendor from Scale Ticket
      4. Location should be coming from the Scale Location.
      5. Quantity is the total Load In Units distributed from Scale.
      6. Ownership Type should be 'Own'.
    9. Check the Item On Hand Units from Inventory menu > Items.
    10. Go to Stock tab. On Hands will be decreased by the total Net Units distributed from Scale and it will be transferred on In Transit Outbound.
    11. Open the Invoice transaction from Sales | Invoices.
      1. Invoice transaction should not be posted automatically.

    12. Open the existing Sale Contract used and check the Applied and Available Units.
      Applied units is the total Net units distributed.
      Available units is the remaining contract units (Balance Units - Applied Units)
      Contract Status will be updated to Complete if the distributed units from Scale fulfilled the Sale Contract Qty.

     

     

     

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