Note: This feature is security controlled, not everyone will have the ability to do this.

Sometimes when looking at customer status, you will notice that a contract says out of balance. This can be caused by losing internet or getting a file in use while applying or reversing tickets.

Open

To correct this out of balance, go to GRN>Contract>Contract Maintenance>Edit contract and go into the contract.

Go to delivery/pricing.

Open

Highlight the schedule out of balance and hit delivery.

On this delivery screen you will see the Applied field says 1000 & Settled shows 1520. Note back on the Customer Status screen, it shows what truly is Applied to this contract is 1520 bushels, and note also whether those bushels have been settled or not. If you were to add up the 4 ticket Applied, they amount to 1520. You will need to update the contract by the Applied amount from that Customer Status screen. In this case the Settled amount is correct, as all the Applications show a Settlement Number.

Hit ALT-E to open up the fields to edit.

Change the Applied amount to 1520 and hit ok. In this case the Contract will now be Over-filled by 520 bu.

It may still look like it is out of balance on this screen, that is ok, keep going to save and exit.

After saving the out of balance will now be gone.

Security setting:

The security setting for this feature is under GRN Contract Maintenance and is called Administrative Access.

Report:

We have designed a report to look for out of balance contract schedules. It can be found in GRN>Report manager>Advance Reports>Standard reports>#32 Contract Schedules out of balance

Edited 8/2/23 - AKB