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Realizers (Full User Manual)

Michael Bess
Updated

Purpose of Article:

Field Definitions

Setting Requirements

Rules and interdependencies for successful submission 

Troubleshooting resources if you are experiencing any of the following : submit realizer error, data conflict, unable to submit a record, etc.

 

Select: Cattle Management > Ship Cattle > Realizer History Tab > Add Realizer


Add Realizer Screen:

  1. Date

    • Setting Type: Calendar Modal
    • Default Value: Today's Date
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • The User is allowed to select a date value that is Today or in the Past.
        • Selecting Today's Date will return up-to-date information in subsequent fields.
        • Selecting a Date in the Past will return information in subsequent fields associated with the Date selected in the Past.
        • For example:
          • Today Animal ID 12345 is associated with Pen A015.
          • If Today's Date is selected, then Animal ID 12345 will show in A015.
          • 1 Week Ago Animal ID 12345 was associated with Pen C035.
          • If 1 Week Ago Date is selected, then Animal ID 12345 will show in C035.
        • The Calendar will prevent the selection of Dates that have been Locked due to Generated Invoices.
          • For example:
            • If Invoices have been Generated for 01/01/2025-01/15/2025, then the Calendar will not allow the User to select or enter a date within that Generated Invoices Date Range.

  2. Destination

    • Setting Type: Drop-Down (Type Ahead)
    • Default Value: Select Destination
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • Clicking on the Destination drop-down will display all Active Destinations.
        • Destinations can be removed from this list by unchecking their 'Active' checkbox in the Settings > Destinations screen.
      • Selecting 'Create Destination' to create a New Destination.
        • Creating a New Destination will add the Destination value in the Destination drop-down list.
        • After successfully creating a New Destination, the New Destination value will be auto-selected.

  3. Comments

    • Setting Type: Free Form
    • Default Value: Blank
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • The Comments field allows both Letters and Numbers.
      • Comments will not appear on Closeout Reports or Invoices.

  4. Lot

    • Setting Type: Drop-Down (Type Ahead)
    • Default Value: Select Lot
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • Clicking on the Lot drop-down will display all Open Lots.
        • Lots can be removed from this list by Closing the Lot through Cattle Management > Lots screens.
      • Selecting a Lot will Auto-Populate and disable the Owner field.
      • Selecting a Lot will Activate the Animal ID and EID fields.

  5. Owner

    • Setting Type: Drop-Down (Type Ahead)
    • Default Value: Select Owner
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • Clicking on the Owner drop-down BEFORE selecting a Lot will display all Active Owners.
        • Owners can be removed from this list by unchecking their 'Active' checkbox in the Settings > Owners screen.
      • Selecting an Owner BEFORE selecting a Lot will cause the Lot drop-down to only show Lots related to the Selected Owner.
      • If a Lot is Selected BEFORE the Owner field, then the Owner field will Auto-Populate with the associated Owner and the field will be disabled.
        • To Enable the Owner field, clear the Lot field.

  6. Animal ID (Animal Identification number)

    • Setting Type: Drop-Down (Type Ahead)
    • Default Value: Select Animal ID
    • Required Setting: Mandatory if an EID is not selected
    • Rules / Interdependencies:
      • The Animal ID field is disabled until a valid Lot has been selected.
      • Once a valid Lot has been selected, clicking on the Animal ID drop-down will display a list of all Animal IDs that are associated with the selected Lot.
      • Selecting an Animal ID from the drop-down list will:
        • If the selected Animal ID is in a Home Pen, then the Pen drop-down list will be filtered to only show Home Pens associated with the Lot.
        • If the selected Animal ID is in a Hospital Pen, then the Pen field will auto-populate to the Hospital Pen the system has associated with the selected Animal ID.
        • This list will NOT include Animal IDs that have already been associated with Mortality or Realizer records.
      • Entering an Animal ID that has an associated Mortality or Realizer record will result in a pop-up message that says "This animal has a mortality/realizer record. Please select a different animal."
      • Entering an Animal ID that is not listed in the drop-down will create a New Animal ID when the record is submitted.
        • If a Hospital Pen has already been selected, entering a New Animal ID will result in a pop-up message that says "Only existing Animal IDs can be used with a Hospital Pen. Pen value will be cleared."
      • Entering an Animal ID will automatically disable the EID field.

  7. EID (Electronic Identification number)

    • Setting Type: Drop-Down (Type Ahead)
    • Default Value: Select EID
    • Required Setting: Mandatory if and Animal ID is not selected
    • Rules / Interdependencies:
      • The EID field is disabled until a valid Lot has been selected.
      • Once a valid Lot has been selected, clicking on the EID drop-down will display a list of all EIDs that are associated with the selected Lot.
      • Selecting an EID from the drop-down list will:
        • If the selected EID is in a Home Pen, then the Pen drop-down list will be filtered to only show Home Pens associated with the Lot.
        • If the selected EID is in a Hospital Pen, then the Pen field will auto-populate to the Hospital Pen the system has associated with the selected EID.
        • This list will NOT include EIDs that have already been associated with Mortality or Realizer records.
      • An EID value must be selected from the drop-down list.
        • EID values cannot be created from this screen.

  8. Breed

    • Setting Type: Auto-populated
    • Default Value: Auto-populated
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • This field is intended to always be disabled and auto-populated.
      • Once a valid Lot has been selected, the associated Breed will auto-populate.
      • If the Lot value is cleared, then the Breed field will also be cleared.

  9. Sex

    • Setting Type: Auto-populated
    • Default Value: Auto-populated
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • This field is intended to always be disabled and auto-populated.
      • Once a valid Lot has been selected, the associated Sex will auto-populate.
      • If the Lot value is cleared, then the Sex field will also be cleared.

  10. Pen

    • Setting Type: Drop-Down (type ahead)
    • Default Value: Select Pen
    • Required Setting: Mandatory
    • Rules / Interdependencies:
      • Once a valid Lot has been selected, clicking on the Pen drop-down will display a list of all Pens that are associated with the selected Lot.
      • If a Hospital Pen is selected, then the Animal ID or EID drop-down lists will be filtered according to Animal ID or EIDs that are associated with the selected Hospital Pen.
        • Entering an Animal ID not found in the drop-down list will result in a pop-up message that says "Only existing Animal IDs can be used with a Hospital Pen. Pen value will be cleared."
      • If a Home Pen is selected, then the Animal ID or EID drop-down lists will display all IDs that are not associated with a Hospital Pen, Realizer, or Mortality record.

  11. Weight

    • Setting Type: Free Form
    • Default Value: Blank
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • The Weight field supports up to 5 digits after the decimal point.
        • If more than 5 digits after the decimal point are entered, then the value will automatically round to the 5th digit.

  12. Reason

    • Setting Type: Drop-Down
    • Default Value: Select Reason
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • Clicking on the Reason drop-down will display a list of Reasons previously created by the User.
      • The User can create a New Reason by selecting 'Create Reason' from the drop-down list.
        • After a New Reason is submitted, the Reason drop-down list will display and auto-select the newly created Reason.

  13. COND

    • Setting Type: Check Box
    • Default Value: Blank
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • COND is an abbreviation for the word 'Condemned'.
        • Moving the mouse pointer over the heading COND will display a tooltip saying 'Condemned'.
      • When the COND check box is checked, the User is recording the selected Animal ID as Condemned.
      • When the COND check box is not checked, the User is recording that the selected Animal ID is not Condemned.

  14. Revenue

    • Setting Type: Free Form
    • Default Value: $
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • The Revenue field allows up to 2 digits after the decimal point.
      • The Revenue value is included as a part of the Closeout Report > Railed (dollars amount).
      • The User can update a Realizer record's Revenue value at any time UNLESS the record includes a Lot whose billing is currently in Closing or is Closed.
        • The Realizer form will allow the User to update the Revenue value in these conditions; however, it will be rejected by the database and not saved when 'Save and Submit' is clicked.

  15. Pymt. Dt (waterfall selector directly beneath the Pymt. Dt header)

    • Setting Type: Calendar Modal
    • Default Value: mm/dd/yyyy
    • Required Setting: Not Mandatory
    • Rules / Interdependencies:
      • Pymt. Dt is an abbreviation for the words 'Payment Date'.
      • Selecting a Pymt. Dt value from the field located above the first Shipment row directly beneath the Pymt. Dt header will set each subsequent Shipment Row's Pymt. Dt to the same selected value.

  16. Pymt. Dt (per row)

    • Setting Type: Calendar Modal
    • Default Value: mm/dd/yyyy
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • If a user selects a Pymt. Dt (row) value, then selects a Pymt. Dt (waterfall) value, then the Pymt. Dt (row) value will automatically be changed to the waterfall value.
      • If a user selects a Pymt. Dt (waterfall) value, then selects a Pymt. Dt (row) value, then the individual Pymt. Dt (row) will be changed without affecting any other rows.

  17. Trashcan Icon

    • Setting Type: Button
    • Rules / Interdependencies:
      • Clicking the 'Trashcan Icon' at the end of a row will delete that row.

  18. + Add Row

    • Setting Type: Button
    • Rules / Interdependencies:
      • Clicking the '+ Add Row' button will add a blank Shipment row.

  19. Head Count

    • Setting Type: Label / Auto Sum
    • Default Value: 1
    • Rules / Interdependencies:
      • The Head Count label is part of the Summary section at the bottom of the Realizer page.
      • The displayed Head Count value is the sum total count of each row in the Shipment table.

  20. Pay Weight

    • Setting Type: Label / Auto Sum
    • Default Value: 0 lbs
    • Rules / Interdependencies:
      • The Pay Weight label is part of the Summary section at the bottom of the Realizer page.
      • The displayed Pay Weight value is the sum total Weight values from each row in the Shipment table.

  21. Total Revenue

    • Setting Type: Label / Auto Sum
    • Default Value: $ 0
    • Rules / Interdependencies:
      • The Total Revenue label is part of the Summary section at the bottom of the Realizer page.
      • The displayed Total Revenue value is the sum total Revenue values from each row in the Shipment table.

  22. Brands Cost

    • Setting Type: Free Form
    • Default Value: $
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • The Brand Cost field allows up to 2 digits after the decimal point.
      • The Brands Cost value is included as a part of Closeout Reports and Invoices.
      • The User can update a Realizer record's Brands Cost value at any time UNLESS the record includes a Lot whose billing is currently in Closing or is Closed.
        • The Realizer form will allow the User to update the Brands Cost value in these conditions; however, it will be rejected by the database and not saved when 'Save and Submit' is clicked.

  23. Brands Slip

    • Setting Type: Free Form
    • Default Value: Blank
    • Required Setting: Not Mandatory (can be updated later)
    • Rules / Interdependencies:
      • The Brands Slip field allows both Letters and Numbers.

  24. Cancel

    • Setting Type: Button
    • Rules / Interdependencies:
      • Pressing the Cancel button will discard any changes in the Realizer record process and return the user to Cattle Management > Ship Cattle > Realizer History Tab screen.

  25. Save and Submit

    • Setting Type: Button
    • Rules / Interdependencies:
      • The 'Save and Submit' button remains disabled until all required fields contain valid values.
        • When the 'Save and Submit' button is disabled, the color of the button will be blue.
        • When the 'Save and Submit' button is enabled, the color of the button will be orange.
      • After pressing the 'Save and Submit' button, the system will verify that all fields and values are valid.
        • If Successful:
          • Assigned Lots and Pens will reduce their head counts by 1 per each row in the Shipment table.
        • If Unsuccessful:
          • The User will be presented with an informational modal indicating problematic fields, and the record will not be saved or submitted.

  26. Delete

    • Setting Type: Button
    • Rules / Interdependencies:
      • After a Realizer record has been successfully submitted, the record will appear on the Cattle Management > Ship Cattle > Realizer History Tab table.
      • Clicking on a Realizer record from this table will re-open the associated Realizer record.
      • Once re-opened, the Realizer record will now show a 'Delete' button in the bottom left corner of the screen.
      • Clicking on this 'Delete' button will delete the Realizer record from the system.
        • The User will be presented with a pop-up prompt to confirm their action before continuing.
          • If the User clicks 'Yes', then the system will check whether the record is associated with a Generated Billing Invoice.
            • If Invoices have not been Generated for the record, then the Realizer record will be deleted, and headcounts will be returned to the correct Lots and Pens.
            • If Invoices have already been Generated for the record, then the record will not be deleted, and the User will be presented with an error message.

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