Before you close
While a load is open you can change anything on it: click Edit on its card, make the change, and click Save. Each save works out the dry bushels and drying charge again from the current Site Config.
Set the Destination before you close. Nothing asks at close time, and it can’t be changed after:
- Storage – the farmer keeps the grain in your elevator.
- Spot – you buy it today at the Bushel Price on the load.
- Contract – it goes against one of the farmer’s contracts, picked from the list under the buttons.
The app won’t close a load until it has a gross and tare weight (gross larger than tare), a moisture reading, a customer, and a grain with a saved Site Config. A spot load also needs a price, and a contract load needs an active contract.
Close the load
- Go to Scale and find the load under Open Transactions.
- Check the card: weights, Moisture, Dry Bushels, and the price or contract number.
- Click Close, then OK when asked “Are you sure you want to close this delivery?”
- If something is missing, a message names it, for example “Cannot close: Tare weight is required.” Click Edit, fix it, save, and close again.
The load leaves the Scale page. You’ll find it under Customer Balances: click View Details on the customer’s card and open the Grain In/Out tab.
What closing does
- Sets the delivery date to the moment you close. Storage is counted from this date. A reopened load keeps its original date when closed again.
- Storage loads add their dry bushels to the customer’s storage balance for that grain. The drying charge goes on the customer’s unpaid drying invoice for that grain, or starts a new one. See Drying invoices and Storage charges.
- Spot loads stay off the storage balance. The app settles the sale right away: dry bushels at the load’s price plus your Basis, less in-fee, drying and checkoff. Drying comes off the settlement instead of going on a drying invoice. See Spot sales.
- Contract loads stay off the storage balance and count toward the contract’s bushels. The drying charge goes on the drying invoice as usual. See Forward contracts.
- Split loads put each owner’s share on their own balance and drying invoice.
What you can’t change after
A closed load has no Edit button. Its weights, readings, dry bushels, drying charge, customer, destination, price and delivery date are fixed. Changing Site Config later doesn’t touch closed loads. You can still print the ticket by clicking its load number on the Grain In/Out tab.
To correct a closed load, reopen it. See Reopen a closed delivery. Contract loads, spot loads and split loads can’t be reopened, so check those carefully before you close.
Common problems
- “Cannot close: Gross weight must be greater than tare weight.” The weights are swapped or the same. Edit the load and fix them.
- “Cannot close: Bushel price is required for spot sale deliveries.” Edit the load and enter a Bushel Price.
- “Cannot close: this delivery’s contract is no longer active.” The contract was settled or cancelled after the load was assigned to it. Edit the load and pick another contract, or change the destination.
- “This load is closed, so its weights, moisture, customer and price can’t be changed. You can still change the notes, scale operator and field.” You tried to save a change to a load that has already closed, for example from an edit left open on another screen. To change those, reopen the delivery.
- A load was entered twice. Delete the extra one before closing: click Edit, then Delete. Closed loads can’t be deleted without reopening.