AgOS Orders-User Guide

Getting Started:

• Orders, as part of AgOS Operations, allows you to manage real-time orders for your customers. There are a few things to note before creating an Order.

Required Information:

 

Order Types:

The Products section:

• Nutrients Request Grid

The Nutrients Request Grid (highlighted below) will only display if the following Order types are selected.

-Aerial

-Custom Application

-Dry

-Liquid

-VRT

The grid allows you to specify a nutrient recommendation to be utilized for a formulated Order.

Nutrient recommendations are fulfilled by products defined within the selected blend group. You can choose from two methods: Nutrients per Acre or Guaranteed Analysis.

• Bins

Bins allow you to specify which bins within the application machine the product will be stored. This allows for segregation of products that should not, or will not be mixed together; or for bins that facilitate different purposes on the application equipment. For instance, one bin may be for liquid products, while another bin may be used for seed.

To add a bin to an Order you’re creating, click on the plus (+) button to the right of the bin tab.

• Products/Services:

The Products/Services area lists with line item detail each product/service to be utilized. Within each line item you can:

-Define a specific rate per line item.

-Specify pricing per line item.

-Specify the application type per line item (Broadcast, Manure, Nitrogen, Pesticide, Seed, Service, Starter, VRT, or Other.

-Choose which products may be formulated together, or not formulated per line item.

There are three additional buttons on the left-hand side of the Products section.

• +Products

+Products allows you to add discreet products/services.

• +Combos

+Combos allows you to pre-define combos to the Order.

• Analysis

Analysis displays the guaranteed analysis, nutrient source, and density of the specified nutrient recommendation.

• The Order window

At the bottom of the Order window, you can view Orders that you’ve created.

Creating an Order:

All required fields for creating an Order are highlighted below.

1. Select a Class. Click the drop-down arrow at the right-hand side of the Class field.
   • Class is a new level of organization for Orders that allows you to arrange Orders according to shared characteristics. Class options for creating an Order include Recommendation or Plan. The Class defaults to Recommendation.
   • For this lesson, “Plan” has been selected.
     
2. Select a Target Date.
   • The Target Date field defaults to today’s date. You can also click the calendar icon on the right to select a different date. For this lesson, the default date is selected.
     
     
3. Select a Priority.
   • The Priority field allows you to set an Order priority from 1 (highest) to 5 (lowest). Your company defines these levels. The default level is 5.
     
4. Scheduled Acres. If you do not select a field, you must manually enter the acres by using the Scheduled drop-down. If selecting a field, the acres are automatically calculated.
   
5. Enter Tags (if needed) by typing in the Tags field and pressing the Enter key on your keypad to save the tag. For this lesson “0-0-60” has been selected.
   
   • The Tags field is part of a robust search capability where you can categorize orders using a set of tags of your choosing. This will enable you to search specific “tags” for scheduling or reporting.
   • Using a product name, such as Roundup, allows you to track orders that use this product so you can forecast how much product you’ll need to fulfill those orders in the future.
   • Note: To maintain consistency, consider creating a list of tags to be used by those placing Orders.
6. Select a Grower by clicking the ellipses button to the right of the Grower field.
   
7. Click the drop-down arrow in the Filter By field.
   
   • You may choose to filter your search by any of the listed options. For this lesson, “Last Name” has been selected.
     
     • Logging in with a specific location filters this list.  If you do not see a certain customer listed, try clicking the Show All Locations button.

     

      

      

      

     • Click the paging navigation buttons at the bottom of the Select Grower window for more information.

     

      

      

      

8. Once you have found your Grower, (for this lesson Abbey Banda has been selected) either double click on the Grower’s name, or click once on the Grower’s name to highlight it and then click the Select button.
   
   • Once the customer’s name is highlighted, before clicking the Select button,  you may display additional information about the customer.
   • The View Info button displays information such as phone numbers, address, and pesticide application license details.
     
   • The View Split button displays break down information regarding farms that are split among partners.

   

    

    

9. Select an appropriate Order type for your application or service by clicking the ellipses button to the right of the Type field.
   
   •  In the Select Type window, you can double click the desired Type, or click on the desired Type to highlight it, then click the Select button. For this lesson “Dry” has been selected.

   

    

    

10. Click the ellipses button to the right of the Machine field to select the intended application equipment.
    
    • The list of available machines defaults to those assigned to your current location. You can use the search field to filter the list.
    • In the Select Applicator Machine window, you can double click the desired Applicator Machine or click on the machine to highlight it,then click the Select button. For this lesson, “112 Eric” has been selected.
    • Note: The applicator machine can be assigned at a later point during scheduling.
11. The Location defaults to your current location. To change it, click the ellipses button to the right and select another option.
    
12. Select a crop for your Order by clicking the ellipses button to the right of the Crop field. For this lesson, “corn” is selected.
    
    • Note: A crop is required for Application Orders, but is optional for Service Orders.
    • In the Select Crop window, you can use the search field to filter the list, or click on the scroll bar to locate corn.
      
13. Once located,  you can double click on the crop to select it, or click on the crop to highlight it, then click the Select button.
    
14. Select a pest (optional) by clicking the + Pests button to the left of the Pests field.
    
    • If a pest is present, the Pests section allows you to specify whether the pest is an insect, grass and/or broadleaf. If herbicide or pesticide is used on an Application Order, you are required to define an appropriate pest.
      
    • In the Select Crop window, you can use the” Search” field to filter the list, or click on the scroll bar to locate a specific pest.
      
    • Note: By default the list is sorted alphanumerically by pest name. Clicking on the column headers will change the sort order.
      
    • You can also hover on a column heading to display a drop-down arrow, Clicking the drop-down will give you the option to sort in ascending or descending order.
      
    • Too add multiple pests for an application Order, repeat the above steps.
15. For this lesson, no pest will be selected. Click the X button to close the window.
    
16. In the Fields section, click the +Fields button to select one or more fields for this order.
    
    • In the Select Field window, there are several ways to locate a field:
      -The “Search” field:  Enter search criteria in the Search Field to filter the list of available fields.
      -The Filter by field: Filter the search criteria by selecting Field Name, Farm Name, Field ID, Township or County.
      -The New Field button: Clicking the New Field button allows you to add a new field for the specified grower.
    • Note: Click the Show Hidden Fields check box to display fields that were previously hidden.
17. Once you have found your field, (for this lesson Banda North Farm has been selected) either double click on the field name, or click once on the field name to highlight it and then click the Select button.
    
    • The field will be added to your Order, and the map also displays the selected field.
      • Note: If the application/service is not for the entire field, modify the value in the Schd Acres column. This also modifies the total acres scheduled.

      

       

       

18. To remove a field from the Order, click the red X to the left of the selected field.
    
    Adding products and/or services to the Order:
    
    • As mentioned in the Products section at the beginning of the lesson. the Bin tabs allow you to specify the bins within the applicator machine where the product will be stored.
      
    • If you need to make this specification manually, first select the products for the Bin 1 tab, then click the + tab and add products for the second bin.

     

19. There are three ways to add items to the Order
    -The +Products button.
    -The +Combos button.
    -The nutrient recommendation grid.
    
    
    
20. Click the +Products button.
    
    • In addition to the “Search” field, you can also filter the list by using the Filter by field, or the Smart Seed Selector button.
      
    • The Filter by field allows you to filter your search by Name, Product ID, Pack Size, Category, Subcategory and Account # (Accounting Code ID).

    
    

     

    • The Smart Seed Selector button allows you to filter by specific seed attributes.

    

     

    • Once an item has been selected, at the bottom of the window there are four additional options for viewing information.
      –MSDS displays the Material Safety Data Sheet for the selected product.
      –Label displays the product label for the selected product.
      –WPS displays the Worker Protection Sheet for the selected product.
      –Properties Displays the properties for the selected product.
      
21. Click the X button to close the window.
    
22. Another option when creating an Order is to select a Combo. Click the +Combos button.
23. In the Select Combo window, you can use the” Search” field to filter the list, or click on the scroll bar to locate a specific combo.
    .
24. Double click the desired combo, or click on the combo to highlight it, then click the Select button to add the combo to your Order.
25. Click the X button to close the window.
    
26. The final option for adding items to an Order is using the nutrient recommendation grid and a predefined blend group.
    • A Blend is a mixture of different substances so they combine together as a mass.
27. Within the nutrient recommendation grid, enter the appropriate value for each desired nutrient. In this example, several nutrient values have been entered.
    
28. Click the +Blend button.
    
    • In addition to the “Search” field, you can also filter the list of Blends by using the Filter By field.
    • The Filter by field allows you to filter your search by MixTypeID, Name, Nitrogen, Phosphate, Potash, Sulfur or ZInc.

    

     

29. Once you have found your blend, (for this lesson IC Dry has been selected) either double click on the blend name, or click once on the blend name to highlight it and then click the Select button..
    
    • Note:  If you would like to see additional products within the Blend, click on the ellipses button for the desired line item.
      
      • In the Blend Information window, you can see the full Blend setup.

      

       

30. Click the X button or OK to close the window.
    
    • Below the nutrient grid, the actuals based on the products selected via the blend group are displayed.
31. Two nutrient recommendation methods are available by clicking the highlighted drop-down arrow
    • You can select Nutrient Per Acre, which is a formulation method used to provide pounds of product per acres of the field, or you can select Guaranteed Analysis, which is the minimum percentage of each plant nutrient guaranteed on the label. (The default selection is Nutrient Per Acre).
      
      • Note: To specify a filler/carrier, click the Proposed Rate check box to add your default liquid or dry filler/carrier.
      • The Proposed Rate is a planned quantity frequently put forward for consideration.
      • Specifying a proposed rate on an application Order will add a filler/carrier to the Order based on the product rates already supplied. Example: The chemical product supplied on an Order is not enough to meet the desired spray rate for the applicator equipment. Therefore, a proposed rate of 14 gallons per acre may be specified, which would add water to the Order.

      

       

32. Click in the Comments field to add comments about your Order.
    
33. Once the products are added, click the Create Order button.
    
34. Once the Order is completed, the information will be cleared from the form and your completed Order displays at the bottom in the Orders window.
    
    • Note: At any point during the creation of an Order, you can click the Clear Order button to start over.
    • An Unsaved Edits notification displays. Click Yes to confirm.
      
    • The Order page is cleared, and you may create a new Order.
      
      Delete or Remove an Order:
    • Delete will permanently discard an Order.
    • Remove will remove an Order from the Order list, but it will be available for future use.
35. Click the Orders button on the left hand side of the Orders window.
    
36. Use the Search and the By fields to filter the list of available orders. These fields allow you to filter your search by Order ID, Class, Category, SubCategory, Customer , Name, Crop, County or FieldAppID.
    
37. Use the Filter By field to filter your search by All, Recommendation, Plan, Active, In-Progress, Done or Cancelled orders. You may also search using predetermined Search Tags.
    ..
38. If you still cannot find your Order, Click the Show All Locations button to widen your search.
39. In the Select Orders window, you can double click the desired Order or click on the Order to highlight it, then click the Select button. Both options will take you back to the main Orders page.
    
    • On the main Orders page, your order will appear in the Order window at the bottom of the page. To delete or remove the Order, click the red X to the left of the Order number.
      
40. Click the Delete button to delete.
    
41. Click the Remove button to remove from the list of Orders.
    
    Edit an Order:
42. Follow steps 35 through 39 above.
43. On the main Orders page, your Order will appear in the Orders window at the bottom of the page, and the information will populate in the fields above. (For this lesson we will edit the crop)
    
44. Edit the needed information.
    
45. Click the Save Edits tab above the Orders Window.
    Creating an Order Based on a Previous Order:

     

46. Follow steps 35 through 39 above. Your selected Order will populate.
47. Click the ellipses to the right of the Grower field to select a grower.
48. Change any needed additional information.
    • If no field is selected, you may need to adjust your scheduled acres.
49. Once you have entered the desired Order information, Click the Create Order button.
    • Clicking Save Edits will not create a new Order based on a previous Order. It will modify the original Order. You must click Create Order.
50. Your new Order will be created and show in the Orders window at the bottom of the page.