Create a settlement from a purchase order directly

Article07/26/20241 min read

You can create a settlement directly from the purchase order. The process allows for efficient management of accounting methods and settlement calculations.

  1. Go to the required purchase order.
  2. On the action bar, select Actions > Functions > Grower Accounting > Create Settlement.
Note
  • If a purchase order has different accounting methods on the purchase order lines, the system will create a settlement header. However, it will not perform the settlement calculation. You will be notified.
  • If all the lines on the purchase order have the same accounting method, the system will create a settlement and do the calculation. You can view the accounting method used for this specific settlement calculation and other relevant information on the **Settlement** header page.

Use the Open Settlement action on the purchase order to access the settlement. If only one settlement is associated with the purchase lines, it will open directly. Whereas, if there are multiple settlements exist, a list of all settlement headers will be displayed for your selection.

Note

A notification will appear if the purchase order does not meet the requirements for creating a settlement, such as having a blank accounting method or no received quantities.