Bushel Integration: Prepaids and Bookings in Ag Sales

The latest update in Levridge Ag Sales 2025 Release 1.0 introduces a bushel integration with prepaid and bookings. This enhancement streamlines the process of managing sales agreements and prepayments, ensuring that transactions are recorded accurately and efficiently.

Setting Up Sales Agreements

The journey begins with setting up a sales agreement, which is considered a booking in the system. To create a sales agreement, in Microsoft Dynamics 365 SCM navigate to the Ag Sales module and select “Sales Agreements.” Click “New” to start a new agreement. You’ll need to enter the customer account and select a sales agreement classification. For instance, you might choose “fertilizer” as the classification. Additionally, set an expiration date for the agreement, such as the end of May, and choose the default commitment type, which in this case is “product quantity commitment”. Once these details are entered, click “OK” to proceed.

Under the sales agreement lines, you can add a line item. For example, you might add “corn” as the item number, specify the quantity, and enter the unit price. After saving the agreement, generate a confirmation by clicking “Generate Confirmation” and then “OK.” This completes the setup of the sales agreement, which is now considered a booking.

Applying Prepayments to Sales Agreements

The next step involves applying a prepayment to the sales agreement, transforming it into a prepaid agreement. To do this, navigate to the Ag Sales module and select “Payments and Prepayments.” Click “New” to create a new prepayment and select “Customer Prepayment.” Enter the customer details and a payment reference, such as “Sienna,” along with the date. Click on “Deposit Slip” and then select “Sales Agreements”.

Next, apply the prepayment to the relevant sales agreement. For instance, you might select a sales agreement for corn with an available amount of $5. Click “Mark Selected” to apply the prepayment, then save and journal the transaction. Finally, click the back arrow and post the prepayment. This process ensures that the prepayment is accurately applied to the sales agreement.

Automating the Process with Scheduled Jobs

To further streamline the process, Ag Sales 2025 R1 includes a feature for automating the integration of prepaid and bookings. This is done through scheduled jobs that run at specified intervals. Navigate to “System Administration,” then “Workspaces,” and select “Data Management.” Here, you can set up the bushel prepaid and bookings job to run at your desired frequency, such as every 10 minutes.

Once the job runs, it updates the prepaid and bookings information in the bushel portal. This portal provides a comprehensive view of all sales agreements and prepayments, displaying details such as pricing, ordered quantity, and the status of each transaction.