Available starting with vintrace 9.4.2.
This feature is not enabled by default. If you would like to use this feature, please contact our support team.
Configuring an instalment schedule for grower contracts ensures that instalments are created for the correct dates. You can specify up to four instalments for grower contracts. The first two instalments are required; the third and fourth instalments are optional.
To configure grower instalment dates:
- Click Set Up in the sidebar.
- Click Grower, or search for System Policy.
- From the System Policy tile, click Configure.
- Click Edit Grower instalment Dates.
The Edit Grower Instalment Dates window displays.
- For the first instalment, do one of the following:
- Specify the day of the month and the month for the first instalment. The bulk instalment action will use the existing rules for whether to pay on the contracted or received amounts.
- Enter the day of the month and select On This Day In the Month Following Fruit Receival from the list.
If you select On This Day In the Month Following Fruit Receival, no installments can be made unless you've received fruit.
- For the second instalment, enter the day of the month and select the month from the list.
- To specify the third and fourth instalments, repeat the previous step.
- Click Save.
Creating an Instalment for Grower Contracts
To create an instalment for grower contracts:
- Click More Options in the sidebar.
- From the Accounts tile, click Manage Grower Contracts. The Grower Contract Console displays.
- Filter the grower contracts by the next instalment date.
You can also hide internal growers by selecting the Hide Internal Growers checkbox.
- To select all grower contracts listed, select the Select All/None checkbox. You can also select individual grower contracts manually by selecting the checkbox beside the grower contract.
- From the Actions menu, select Create Next Installment.
The Storage Cost Generator window displays.
- To preview a CSV file of the instalments, click Preview Instalment Costs. To save the instalments, click Save.
Exporting the Instalments to a CSV File
You can export selected instalments to a CSV file.
To export the instalments to a CSV file:
- Click More Options in the sidebar.
- From the Accounts tile, click Manage Grower Contracts. The Grower Contract Console displays.
- Filter the grower contracts by the next instalment date.
- To select all grower contracts listed, select the Select All/None checkbox. You can also select individual grower contracts manually by selecting the checkbox beside the grower contract.
- From the Reports menu, select Installment Details.