Creating Grower Planning is beneficial for creating bookings and order planning on the AP side. Increases efficiency when customer decides to pay for services by creating prepaid from Grower Plan. Products on PrePaid quotes don't show on reports causing manual calculations for ordering. Customers may decide to not to prepay and companies still need order those products in preparation for the season.
Creating a booking AND a prepaid is inefficient; double, triple ,quadruple data entry - wasting valuable work hours.
On the AP side, the same data is entered again to create the purchase contract and pulled into a PO. This process can be streamlined by creating a Grower Plan and pull the data into the additional processes mentioned above. Implement a "settlement" option on the Grower Plan or import feature. It already exists on Purchase Contracts; it's the same theory.
| Date Submitted | Feb 20, 2026 |
| MerchantAg Modules | Accounts Payable, Accounts Receivable, Orders, Purchase Orders, Reports |
| MerchantFIN Modules | Accounts Payable, Accounts Receivable |
| Product | MerchantAg |
| Who will benefit from this idea? (Department and/or Job Title) | Office Managers |
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What problem does this Idea solve?
Streamlines customer ordering into AP, especially for companies that have one person doing all administrative duties. |
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@M.Vogt@MontezumaCropService, Inc. A similar solution is being discussed to improve the efficiencies between bookings and prepays.