Overview:
Many of our growers encounter situations in which they're billed by third party vendors for services performed at a flat rate. Let's consider this example:
Example 1:
You're charged $250 by a custom applicator to apply a post-emerge spray on a specific field. You want to capture this $250 cost, and allocate it towards that post-emerge spray Task.
Requirements:
To allocate to Tasks, you need Crop Plans assigned to field boundaries.
Process:
To capture and allocate these costs, you'll want to use a variable, task-allocated account with a per task unit to reflect this on the Tasks that were completed by the custom applicator.
- Navigate to Setup>Financial Accounts.
- Click Add Account.
- Enter an Account Name and select a Type.
- For Calculated As, select Variable.
- For Allocated To, select Tasks.
- For Category, select a category.
- For Unit, select Per Task.
- Now you're ready to enter the default rate for this account, at a rate of "$250.00/ Task" (from our Example 1 scenario).
- Click Save & Allocate to which you will be directed to the Financials>Allocations page.
- Select the Tasks you want to allocate, click Add/Edit Allocation.
- This opens the Add/Edit Allocation window, where you're able to make Task-specific edits.
- When finished, click Allocate.
Related Articles:
Getting Started: How to add Financial Accounts and Allocations
How do I factor in overhead costs?