Overview:
As part of the Flywheel Sales Process, a Crop Plan is usually converted into Booking Orders which can be transferred to the ERP.
A single Crop Plan (CP) will generate a Booking Order for each Split Partner. This means that a CP with only one grower will generate one Order. A CP which includes splits for 3 different partners will generate 3 Orders. The orders will reflect the exact shares based on the Split definitions.
Guide:
A Crop Plan should be converted after an agreement has been reached with the Grower(s) and you are ready for the data to be sent to your ERP.
Click Actions and select Convert to begin the process:
The system will automatically update the Crop Plan Status, Close Date, and Confidence.
You will need to select a Location to send the Order(s) to.
You may review the Orders and, if desired, update their Status before Submitting them to be saved:
After Submitting,the Crop Plan will be closed. It can no longer be edited.
The Order(s) will be saved. When their Status is set to Released, the ERP Connector will transfer them.
You may view and update a Crop Plan's Orders by selecting the Orders tab on a Closed Ordered plan:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article