Feed Orders
- Amanda Thomas
Prerequisites
The Feed Order is the next step in the workflow after generating the feed plan records. This step allows the user to commit feed plan records.
Feed Management–>Feed Order.
This view will allow us to search for many feed plan records across multiple dates, using filtering criteria. Once we find the records that suit our search we can review them and finally mark them as committed, meaning they are certified and ready to be entered as orders, and ultimately sent to the feed mill. Only Feed Plans whose records have been approved will show up in the Feed Order form. Feed plans that have been newly created, and not approved, as well as the initial snapshot records taken on approval will not appear on the feed order form.
Search
Feed Order is designed load feed plan records from one or many flocks. As such, the user can search by Division, Farms, Flocks, Feed Mills and Industry Types. In addition, the user can specify a delivery date range. Each filter is a multi-valued filter. The division column filter limits the value for the farms column and The farm column filter limits the values for Flocks, Feed Mills, and Industry Types.
Once the user specify the searching criteria, the user need to click Retrieve and the feed plan record will display on the grid. The form also has reset button to clear the searching criteria.
Please note: Reset button will not clear the feed plan record on the grid.
Dates
The date range you want to pull order records in for from the start Delivery Date to the End Delivery Date.
Setting the Order Date Range will automatically set the End Delivery Date. The End Delivery Date can be overridden if you want to see more than just the provided ranges.
Save Parameter
Feed Order allows the user to save desire criteria for future use. Step to save parameter:
Select desire criteria for Divisions, Farms, Flocks, Mills, Industry Types and Delivery Date Range
Click Parameters → Save these Settings
Type a name and click Save. This name will be displayed on the Load Parameter list.
Once it is finished, click Close to go back to Feed Order form.
Load Parameter
Feed Order allows the user to load desire save criteria. Step to load parameter:
Click Parameters → Load Existing
Select save criteria from the drop down list
Click OK to Load Parameter or Click Cancel to cancel. This pop-up form will close automatically once the user click either OK or Cancel button.
Please note: the form will save the last load parameter when closing and the form will load this last load parameter when opening.
Managing the Feed Order View
Right-Clicking the feed plan view will reveal the "Expand" and "Collapse" context menu options. Selecting these will display or hide all of the feed plan additives associated to feed plan records on the form.
You can group columns by dragging and dropping the header into the grouping section. This can help you decide which orders to process.
Editing the Feed Plan Records
The only field that can be updated from the feed plan view is the "Commit" button. Should we wish to edit a feed order on the screen, or view it in the context of the flock's entire feed plan, we can right-click the record and choose the context menu option "View in Feed Plan". We can also double-click the record to navigate there.
A feed plan form will open for the flock whose record we selected. One form can be opened per flock, but a form can be opened for many flocks.
The records we select will be conditionally formatted in grey, to distinguish it from the rest of the feed plan. As long as we have the proper permissions to the feed plan, we can edit, delete and recalculate the record itself, or the entire plan.
Saving the feed plan will return you to the feed order screen, and prompt an update to the view. Any changes we made to the order(s) for that flock are now reflected on the screen. Any records we have marked as committed will still be checked when it reloads!
Attachments
When a flock is selected, you can click the "Attachments" button to bring up it's list of feed plan attachments. Before clicking, we can review the "# of attachments" column to preview what we can expect to see.
If there is only one flock's records loaded on the feed order form, then the attachments will only be visible for that flock- no selection necessary!
Committing Feed Plan Records
The commit button is disabled when the user opens the form. Once the user checks the commit checkbox, the commit button will automatically be enabled.
To commit records, the user first selects the records to commit under the Commit field. Once the selections are done, press the Commit button to commit the records. The records that are committed drop of the list.
Please note: the form will refresh the grid after committing the record. The Save and Commit button will be disabled after committing the record.
On the bottom left corner, there are 2 buttons, Select All and Unselect All, these buttons help the user to select/unselect all records on the grid.
Printing Reports on Commit
Managers can configure one or more reports to run after orders have been successfully committed. This feature allows users to run reports for the specific feed plan records, which is difficult to do with the report wizard because the date range doesn't include a time component.
If reports have been properly configured and designated, a successful feed plan commit process will prompt the user with a list of reports to run. By default, all reports are selected but they're entirely optional.
Selecting reports and clicking 'Queue Report' will send the reports to the Aeros Live report queue.
The process will override the report's saved parameter with the list of flocks whose feed plans were committed.
In addition, the process provides the reports with a list of the committed feed plan records. Currently, only the Transaction Detail Report leverages this feed plan list. It uses it to filter these detail tables, if they are present on the report instance. The report will only display records with a matching feed plan ID:
The list of reports displayed in the prompt are configured using the existing default report form. However, it's been modified to allow configuration for different contexts.