Conducting Price Reviews

This chapter provides overviews of the price review process and the Receipt Review/Interim Payments program and discusses how to:

• Review harvest receipts.

• Review quality results for harvest receipts.

• Review weigh tags.

• Revise contract harvest records.

• Add price adjustments to receipts.

• Approve receipts and adjustments.

Understanding the Price Review Process

After you close a weigh tag, the system creates a purchase order and harvest receipt. You must review the harvest receipts and, if applicable, add adjustments to the receipts. This graphic illustrates the price review process:

Price review process

Typically, you will conduct an internal price review before you issue interim payments to payees. Internal price reviews are usually performed by a manager, such as the contract manager or area manager. The manager reviews the harvest receipts, weigh tags, and quality results. Based on the quality results, the manager might waive a penalty or bonus or add another type of adjustment to increase or decrease the amount of the receipt.

After entering adjustments, the manager marks the receipt as reviewed. Another manager might be responsible for approving the receipt before a voucher is generated and an interim payment is issued.

Understanding the Receipt Review/Interim Payments Program

The Receipt Review/Interim Payments program (P40G200) serves two primary purposes:

• To conduct reviews for harvest receipts.

  From the Receipt Review form, you can select a receipt and add adjustments, waive penalties or bonuses, or adjust an adjustment that has already been applied to a receipt.

  The tasks for conducting price reviews and adding price adjustments are described in this chapter.

• To generate vouchers for interim payments.

  See Generating Vouchers for Interim Payments.

Processing options for the Receipts Review/Interim Payments program control whether certain information appears on the Receipt Price Review form and prints on the Receipts Review Report. The processing options also control whether a user is allowed to review only receipts for harvest records with a complete status and whether a user is allowed to generate vouchers for interim payments.

Reviewing Harvest Receipts

This section provides an overview of harvest receipts review and discusses how to:

• Set processing options for Receipts Review/Interim Payments (P40G200).

• Review a harvest receipt.

• Run the Receipts Review Report.

• Set processing options for Receipts Review Report (R40G200).

Understanding Harvest Receipts Review

You can conduct an internal price review of your harvest receipts by reviewing the records online using the Receipts Price Review form, printing the Receipts Review Report (R40G200), or a combination of the two. You can use search criteria such as block, contract, harvest, and fiscal period, as well as grower representative, contract manager, and contract buyer to limit your review to specific receipt records.

Each receipt shows a weigh tag number, receipt date, quantity received, unit price, receipt number, and other detailed information from the receipt, grower harvest, contract header, and contract harvest records in these tables:

• Purchase Order Receiver File (F43121)

• Grower Harvest (F40G03)

• Contract Header (F43C01)

• Contract Detail (F43C11)

From the Receipt Price Review form , you can access multiple forms in which to review and revise price history and contract harvest information, as well as review quality results and weigh tags.

You also use the Receipt Price Review form to mark a receipt as reviewed and approved after you conduct a price review for the receipt.

Form Used to Review Harvest Receipts

Setting Processing Options for Receipts Review / Interim Payments (P40G200)

Processing options enable you to set default values for programs.

Display

Versions

Reviewing a Harvest Receipt

Access the Receipt Price Review form.

A processing option controls whether you can review receipts for all harvest records or for only those records that are complete. A processing option also controls whether the Preview Voucher button appears on the form.

Running the Receipts Review Report

Select Periodic Settlement Processing, Reports (G40G2211), Receipts Review Report.

Setting Processing Options for Receipts Review Report (R40G200)

The processing options for the Receipts Review Report are the same as those for Receipts Review (P40G200).

See Setting Processing Options for Receipts Review / Interim Payments (P40G200).

Reviewing Quality Results for Harvest Receipts

This section provides an overview of quality results and discusses how to review quality results for a harvest receipt.

Understanding Quality Results

If you set up the JD Edwards EnterpriseOne Quality Management system to track quality and process test results for products that you receive, you should review the test results when you review the harvest receipt records. The test results might affect the amount that you pay to the grower.

After a product is delivered and a quality test is performed, the test results are entered on the weigh tag and processed in the JD Edwards EnterpriseOne Grower Management system. The system compares the results to the minimum and maximum values and the acceptable quantity or percentage that are defined for the test. The test results for a receipt appear on the View Results form, which you access from the Receipt Price Review form.

After you review the quality results for a product, you might want to review the details of the weigh tag record before you add adjustments to the receipt record.

Form Used to Review Quality Results for Harvest Receipts

Reviewing Quality Results for a Harvest Receipt

Access the View Results form.

The fields on the View Results form are the same as the fields on the Test Results Revisions form.

See Entering Test Results.

Reviewing Weigh Tags

This section provides an overview of weigh tags and discusses how to review a weigh tag.

Understanding Weigh Tags

The weigh tag process begins when a person delivers a harvest and gives a delivery tag to the scale operator. The harvest is weighed and a weigh tag is created with information from the delivery tag and the weigh-in process. The weigh tag includes information about the quality of the harvest.

Weigh tags are described in another task.

See Entering Weigh Tag Receipt Operations.

When a weigh tag is closed, the system creates a purchase order and receipt for the delivery. (On subsequent deliveries, the system creates a receipt only.) These are the harvest receipts that appear on the Receipt Price Review form. From the Receipt Price Review form, you can access the View Weigh Tags form to review the weigh tags that are associated with a harvest receipt.

Form Used to Review Weigh Tags

Reviewing a Weigh Tag

Access the View Weigh Tags form.

The fields on this form are the same as the fields on the Edit Weigh Tag Master form. The fields are described in another task.

See Editing Weigh Tag Master.

Revising Contract Harvest Records

This section discusses how to review and revise a contract harvest record.

Form Used to Revise Contract Harvest Records

Reviewing and Revising a Contract Harvest Record

Access the Edit Contract Harvest form.

See Managing Contract Harvests.

Adding Price Adjustments to Receipts

This section provides an overview of price adjustments and discusses how to add a price adjustment to a receipt.

Understanding Price Adjustments

Typically, the contract manager reviews harvest receipts and is responsible for adjusting any amounts that are associated with the receipt record. Adjustments are amounts that are added to or subtracted from a harvest receipt and affect the price of the product and the amount owed to a grower.

For example, a contract manager might add an adjustment record to waive a penalty that was previously applied to the receipt or to pay the grower a bonus for delivering product two days ahead of schedule. Or, if the brix content for a harvest of grapes exceeded the maximum allowable amount, the manager might add an adjustment record to decrease the unit price.

You review and adjust prices on the Price History form. The Price History form displays the original harvest receipt with the unit price and any previously entered adjustment records. Price history information is stored in the Price Adjustment Ledger File (F4074).

Forms Used to Add Price Adjustments to Receipts

Adding a Price Adjustment to a Receipt

Access the Price History form.

To add a price adjustment, select Insert Adjustment from the Row menu or select the check box that is associated with the first available line in the detail area of the form.

See Understanding Adjustment Revisions.

Row Exits

From the Price History form, you can access other forms and perform other functions by choosing these selections from the Row menu:

• Select Quantity Break to access the Adjustment Type Quantity Breaks form.

  The fields on this form are the same as the fields on the Price Adjustment Detail Revisions form in the JD Edwards EnterpriseOne Advanced Pricing system.

  See Setting Up an Adjustment Detail.

• Select Price Audit Trail to access the Base Price Adjustment Audit Window.

• Select Cancel Adj (cancel adjustment) to cancel an adjustment record.

  The system strikes through the values that are associated with the record and changes the unit price to .0000.

Approving Receipts and Adjustments

This section discusses how to approve receipts and adjustments.

Form Used to Approve Receipts and Adjustments

Approving Receipts and Adjustments

Access the Receipt Price Review form.

Note. After you review and approve a receipt and any adjustments, you can generate a voucher and create an interim payment.

See Processing Interim Payments.