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System --> Producer Management --> Deductions

 


  • Select a Producer. Select a producer for which deductions are to be added/changed.

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Vendor To Be Paid - Select from list of available vendors -Required.  If you have vendors to add please contact support as we have to enter these through the database until we create a user form.

Priority - Will default to the value on the deduction code master record.  This is used to determine the order of applying deductions, starting with 1. - Required.

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Balance - $amount left to be taken (display ONLY)

 


For a highlighted deduction the following will be displayed in a grid below the deductions. There will be a tab for comments, balance information and excluded farms.

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Display, add or change any comments needed for the selected deduction.


Balance Information

  • Deducted From – description of what has happened to the deduction. 
    Example: Starting Balance
  • Flock Code – flock which deduction was taken against
  • Date – date deduction was taken
  • Add – amount added to deduction (starting balance)
  • Subtract – amount taken at settlement or payment
  • Comments
  • Identity – unique identification number for deduction taken
  • Adjustment of – the identity number of the deduction code adjusted
  • Adjustment Amount – the amount of the deduction adjusted

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System –> Producer Management –> Deduction Codes

 


Details

  • Code.  The corresponding code to the Deduction.
  • Description.  The name of the Deduction
  • Type.  Select a Type from the dropdown (loans, company reimbursements, garnishments/attachments, docations, etc.)

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  • Expense Code. Option to select a default expense code that the deduction will be assigned.  The expense code that will be hit when this deduction is taken.
  • Priority.  You can set the priority on deductions to make sure certain items are deducted first.  Enter a number here, 1 being top priority.

 

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