What is the overall contract grower process in Proceed?

This is the overall process for managing contract Growers (Vendors) in Proceed Software for the Seed Industry:

Issuance of a Purchase Order

• You’ll need to create an item (variety) and I would suggest under the item type of (Raw Seed) for Purchase Order. Make sure all the seed fields under the "More Info" tab is filled out as it makes things easier down flow.
• You’ll need to go to the “Vendor Items” and create a new Vendor Item, when it comes time you’ll be asked to associate the Vendor Item with the original Item in the database. Remember you can associate more than one Vendor (Grower) to an Item so this is important.
• Then you’ll issue a “Purchase Order” into system with the correct quantity, Item (Variety), etc. There is a comments section and you can put instructions in it. You can print or email the Purchase Order to the Vendor.
• When the Purchase Order is issued, typically you’ll expect the initial down payment AP Invoice to come from the Vendor (Grower). It's typical for 50% down and 50% on delivery.
• When the Purchase Order is issued, when you run “MRP”, you’ll see the incoming quantity on the MRP Report as “PO Quantity” for that Item. This will let you know that it’s expected on your global inventory for that specific Variety.
• If you know the “Primary Lot Number” given from the Vendor (Grower), you should probably enter it now. If you assign a different "Primary Lot Number" when the seed arrives, you can add it then.

Initial API Invoice (downpayment for seed to be grown):

• You’ll need to add an AP Invoice for the Vendor and select the correspondign expense GL Account.
• Once the AP Invoice is posted, You can then make a payment to the Vendor for the transaction.
• You can pick whatever dates you want for these transactions, and it should put the transaction in the fiscal period based on the date.
• That takes care of the initial Financial Transaction (down payment)

Receiving the PO

• When the Vendor finally delivers the corn (Variety), then you would add a “Inventory Receipt”.
• Since it’s typically a “Primary” Lot Number because it's being grown, you’ll want to make sure that you create one as it’s required.
• There is a report called a “PO Receipt” that you can give back to the Vendor for delivery of the item. Its customizable, can be printed or emailed to the Vendor.
• Once you post the “Inventory Receipt”, it will put the quantity in a specific warehouse, location and bin (location for that item)
• At this point the inventory will show up on the original raw item variety.

Final API Invoice (final payment)

• After you receive the product, you will expect a final invoice from the Grower or Vendor
• You would enter another AP Invoice for the Vendor and make a payment.

Growing Reports

• The Growing Reports account for quantities on a Vendors Farm or Field, you may want to adjust the quantities received from a specific field so you can plan for next year.

Moving Money from one GL Account to Another

• You would just to create and post a manual Journal Voucher to move money from one asset account to another.

Please let me know if this process is complete, I'll try to adjust it as we add more functionality to the system.