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Settlement Configuration

This section is incomplete at this time.  See the KBA on Setting up and Processing Settlements for detailed instructions.

Details

  • Code.  Create a code that corresponds to the Type of Settlement.  This code must be unique.
  • Description. A description of the Type of Settlement the user wishes to input.
  • Industry Type. Sets the Industry Types the Settlements are associated with.
  • Settlement Expense Code. Select what Expense code that will be used when associated with this Settlement. 

Movement Date Range for Settlements

  • From
  • To

Filters and Relations

  • Animal Types.
  • Farm Types
  • Object Relations

  • Effective Dates.  The date on which the pay category information entered becomes effective.  There can be multiple effective dates for a settlement configuration.
  • Function Value.  
    • Actual Amount
    • Average Calculation Information
  • Payment Configurations.

If the settlement uses averages (primes) for payment calculations, use this form to enter the information necessary to determine which flocks previously and/or currently settled will be used for average calculations.

  • Number Used for Average.  Used to select the flocks to be included in the averages.
  • Average Basis. Used to select the flocks to be included in the averages.
    •  Example: If number used for averages=3 and average basis=weeks; will select all flocks settled in the last 3 weeks with the same settlement configuration for average calculations.  If number used for averages=12 and average basis=flocks; will select the last 12 flocks settled with the same settlement configuration.
  • Sex. Determines if a flock should or should not be included in the averages. 
  • Denominator to use.  Determine what unit value to use when calculating the average expense cost/unit. The valid options will be "head moved", "gross weight moved" or "net weight".  When calculating the group expense cost/unit to compare to the average expense cost/unit the group value for the unit will be used.
  • Include Groups being settled in average.  Determines whether the current flocks being settled should be included in the average calculations.
  • Exclude Payment Type Grid. If a payment type is selected to be excluded from average calculations then when a flock has received any of these payment types they are excluded from the flocks for averaging. 
    • Example: Minimum Pay is to be excluded. If a flock was paid minimum pay then this flock will be removed from the average calculation.

  • Set Standard Expenses.  This form is used to determine if an expense code has a standard $amount/unit when calculating settlements or if the actual $amount entered for an expense code should be used. 

The expense codes used in settlements should be entered.  These would be expense codes for payment, average or         company cost determination.

If a standard $amount and units are entered then this will be used to calculate the cost for that expense code when processing settlements.  If no standard $amount and units are entered then the actual cost will be used.

At least one of the costs must be selected; payment, company and/or average.  The payment cost is used to determine if the expense code should be posted when a settlement commitment is done; this will take the “standard” $amount times the units and post the $amount to the groups expense.  The company cost will be included in the calculation of “actual” company cost; this will be used for reporting purposes.  The average cost will be included in calculations of averages.

 

 

  • Set adjustment Rules. This form is used to process any adjustments that need to be applied to a flock.  These codes will be AeLive supplied because specific calculations need to be used.

 

 

  • Define Starting Weight for Sales.  These fields are found on the Sales/Live Haul tab of the Live Inventory Transactions Form
    • Net Weight
    • Plant Net Weight
  • Define Condemned Parts.  Enter a percent of condemned parts to include.
  • Define Carcass Weight.  Enter a percent of Carcass pounds to include.
  • Define Condemned Weight Grid.  For each condemnation, select the percent to include in Condemned Weight.

 

 

  • Settlement Report Type Assignment.  Enter whether Report will be available for Preliminary and/or Final.  Only Power User reports can be selected.

The list of reports available will be based on reports created under “Power User Reports”.  After a report is selected from the drop down window, the dataset used for the report will be displayed under the “type” column. 


Pay Categories

Details

  • Code.  Create a code that corresponds to the Payment Config..  This code must be unique.
  • Description.   The description of the Payment Config.
  • Type. 

Add default values

  • Amount.
  • Units.
  • Operator.
  • This value.
  • Expense Code.

Ages in weeks

  • Greater/Equal To.
  • Less/Equal To.

Create a Settlement Batch

 

 

Step 1 of 3

Select the type of Settlement to process:

  • Settlements with Averages.
  • Averages Only.

Step 2 of 3

Select the Settlement Configurations that you would like to create batches for.

 

Step 3 of 3

Select the Flocks that you would like to settle.

 

Run

Settlement Batch

  • Batch ID.
  • Batch Code.

Settlement Configuration

This recaps how the Settlement was originally set up in the Settlement Configuration.

 

  • Settlements Tab.  The settlement payment information will be calculated for each selected settlement configuration.
  • Averages Tab.  The header information on the averages tab are the values calculated based on the detail information listed below it.  The detail information grid contains the flocks used to calculate the averages needed for settlement. The detail information is similar to the settlements detail.
  • Messages Tab.  This tab will display any messages related to the calculations for the settlement configurations.

 

Create a Pullet Settlement

 

 

 

View an Existing Settlement Batch

Criteria

  • Batch ID.
  • Batch Code.
  • Configuration.
  • Industry Type.
  • Start Date.
  • End Date.
  • Batch Create Date.
  • Created By.

Execute the criteria by selecting the "Execute Search" button.  Select a batch from the list.  Double click it or select Load to view it in the payment form.


See KBA on Setting up and Processing Settlements for step by step instructions.




Aeros LIVE User Manual

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