Transaction Management

the transaction management feature allows you to view a list of all transactions that have taken place in , both pending and previously approved the transaction management page displays detailed information about every transaction, such as its type (i e , delivery or pickup), its vendor, and its product (for example, rolled wheat) additionally, you can quickly enter new transactions or approve pending transactions directly on the page you can find this feature under the weighcomp menu docid\ t93yu 9puoivxmgypo5g enter weighcomp transactions data entry for spot load transactions is done via the app by the truck driver, whether the transaction is inbound (a delivery) or outbound (a pickup) additionally, authorized users can enter transactions directly on in however, the app provides a step by step interface so that truck drivers can easily record deliveries and pickups of feed inventory once a transaction is completed in the app, the data is sent to the relationship between , , and for transaction management is shown in the following diagram for example, once a truck arrives at the feed scale for a delivery, the driver inputs basic information about the transaction (name, product type, vendor, etc ) into the app, records the full and empty weights for the load, and then finalizes the transaction the data for that transaction is transferred to via a cloud based connection at that point, the driver is done and is free to move on to other work the diagrams below illustrate the app workflow these diagrams are designed so that you can print and post them for easy reference near the tablet on‑site at your download and print the pdf version https //archbee doc uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /wkgcz eemgnr1hu7iu3s8 wcdriverflowchart pdf https //archbee doc uploads qa s3 amazonaws com/zicxj0dnlereb6uurba3 /wkgcz eemgnr1hu7iu3s8 wcdriverflowchart pdf view weighcomp transactions the main job of in is to store the transactions created in the app you can then view these transactions in , as well as manage and approve them note the information displayed in the main chart of the page is read only to edit the information for an individual transaction, click on that transaction to view it in a side panel from there, the transaction's data can be edited pending/approved click the pending or approved tab to choose either type of transactions to display in the page pending transactions are those that have been completed through but have not yet been reviewed and approved approved transactions are those that have been reviewed and accepted display filters filter the list by type , vendor , product , etc transaction summary shows a complete summary of all your transactions, including total amounts for loads, net weight, and cost, as well as the average percentage of and average cost per ton selection checkboxes check boxes to select multiple transactions for bulk update or approval ticket the number of the ticket printed when the transaction was completed in the app or manually entered in the app automatically assigns a new ticket number to the transaction using the following structure integration number the identifier for the tablet that was used to create the ticket ticket number the unique, sequential number that the app generates every time you create a new ticket type shows whether the transaction is a delivery or a pick up vendor the name of the vendor associated with the transaction (from ) product the product name associated with the transaction clicking on a product brings up its details, including what recipes it's used in and location information net weight the new weight of the product associated with the transaction location the location on the farm where the transaction took place start/end date/time the date and time that the transaction began and ended the percentage of dry matter for the transaction the cost of the product involved in the transaction delete icon click the delete icon to delete the transaction see delete a pending transaction docid\ e6fwojq zakrw6wjsblc0 to learn more reconciled a check mark in this column indicates that this transaction has been reviewed this column only appears on the approved tab new transaction click the new transaction button at the upper right corner of the screen to add a new transaction to your records directly from see add a new transaction docid\ e6fwojq zakrw6wjsblc0 to learn more options button click the options button at the upper right corner of the screen to print or export your transaction data see print and export weighcomp data docid 9fl ybg9vxqbahgoobpoe to learn more add a new transaction you can easily add a new weighcomp transaction to your records on click the new transaction button at the upper right corner of the screen to open a side panel where you can create a new transaction follow the guidelines below when you enter information for new transactions you can manually enter a ticket number for the transaction if you prefer, you can leave the ticket number blank the fields in this side panel are the same as those shown in the transactions list refer to view weighcomp transactions docid\ e6fwojq zakrw6wjsblc0 for a description for each of these fields remember to mark the transaction as a delivery or a pickup transaction you can manually enter information for the dm% or af cost/ton fields or you can click import dm% and cost from to directly import the percentage of dry matter or the cost of the product from see import dry matter and cost data docid\ e6fwojq zakrw6wjsblc0 to learn more when you're finished, click save draft the system displays a message at the bottom of the page stating that your new transaction has been added the list now displays your new transaction, which you can now edit or approve see edit and approve transactions docid\ e6fwojq zakrw6wjsblc0 to learn more edit and approve transactions click on any pending transaction to edit its details in a side panel you can also edit the start and end weights of a pending transaction and approve pending transactions from the side panel when editing a pending transaction, you can use the save draft button to save your changes before actually approving the transaction a new transaction can't be approved until all the fields (except field and truck id ) are completed to approve the transaction, click approve approved transactions are considered done and cannot be edited edit transaction details click on a pending transaction to display its side panel in the side panel, click in the field(s) of the detail(s) to change and enter the new information when you're finished editing the information, click save draft the system displays a message at the bottom of the page indicating that your changes have been saved edit start and end weights the start and end weights originally received by the weighcomp app for pending transactions can be manually edited click on a pending transaction to display its side panel in the side panel, click the edit icon for the start weight or end weight enter a new start or end weight value when you're finished editing the information, click save draft the system displays a message at the bottom of the page indicating that your changes have been saved import dry matter and cost data you can import the dry matter percentage (dm%) and cost data for a pending transaction directly from doing so provides the most current data available for those values (which can be viewed from the ingredients docid\ iec2uf3kcu8ypjnfv96je page) dry matter and cost data can be added to individual transactions, or to multiple transactions using the bulk edit feature note in order to import dry matter and cost data, the transaction must have a product and location defined additionally, the selected location must have data assigned to it you can view all available locations and their data in the location dm% adjustments docid\ cmd9awq6txjupodljoivj page click on a pending transaction to display its side panel if necessary, assign product and location values to the transaction click import dm% and cost from the newly imported values appear in the dm% and af cost/ton fields click save draft edit multiple transactions you can edit/update multiple pending transactions at the same time, provided that they all have the same product (for example, corn silage) (remember, you can filter the transaction list using the product filter at the top of the list ) to update multiple transactions check the boxes for the transactions you want to update you can check boxes for individual transactions, or check the topmost box to select all transactions a blue indicator bar appears near the top of the grid showing the number of transactions selected as well as an edit icon click the edit icon the system displays showing the fields you can update edit the applicable fields as desired, then click save a green indicator bar appears at the bottom of the screen stating how many transactions have been updated, and the data for the applicable transactions updates in the transaction list approve multiple transactions you can approve multiple pending transactions at the same time, provided that the transactions selected contain all the data needed for approval to do so check the boxes for the transactions you want to approve, or check the topmost box to select all transactions in the blue indicator bar that appears, click the approve icon the system displays a window indicating the number of pending transactions to approve and asking you to confirm the approval process click confirm the system displays a new window summarizing the numbers of the transactions that were approved and/or failed the approval process the window also shows product and timestamp information for the transactions that failed to be approved delete a pending transaction to delete a pending transaction, click the delete icon at the far right of any transaction row in the pop up confirmation window, click delete to complete the deletion reconcile approved transactions reconciling a transaction is a way to note that an approved transaction has been reviewed in this is an optional step to electronically verify that the desired loads for a product were actually brought to (or picked up from) the transactions that have been reconciled are displayed in the reconciled column of the approved tab in the approved tab, check the boxes for the transactions you want to reconcile in the blue indicator bar that appears, click reconcile note alternatively, you can click non reconcile to undo transactions that have already been reconciled tip are displayed in pounds or kilograms based on the unit of measure specified for your user account docid\ non0kv5hwhmfayxl0tlke related topics weighcomp docid\ lmyywzjukybpqhnwqebx6 weighcomp app docid\ mtnd5fdyxexliekczc23b weighcomp settings docid\ zqcamed8berh6g1lzlfmh < return to weighcomp introduction docid\ lmyywzjukybpqhnwqebx6