Where it usually breaks
And how to keep it from happening.
- A receipt is marked Completed without checking the source.
- A failure reason is cleared instead of being resolved.
- Needs review receipts sit for weeks with nobody assigned.
- Weather Station / Advisory
- Process
- Receipt reconciliation
Receipt reconciliation
Work through pending and failed receipts, compare them with their source and close each one as completed or needing review.
Step by step
-
Open the exceptions Operations Manager
Operations Manager opens the receipts that are Pending, Failed or needs review.
- Pending, Failed and needs review receipts listed
- Updates Operation receipts
-
Read the linked records Operations Manager
For each receipt, the manager reads the operation, the revision it expected and the records the action produced.
- Expected revision and effects read
- Updates Operation receipts, Field operations
-
Check the external source Operations Manager
Where the receipt has an external reference, the manager compares farm, scope, quantities and revision with that source, such as the sprayer log.
- Source compared with local records
- Updates Operation receipts, Agronomy evidence
-
Close or escalate Operations Manager
On a match the receipt is marked Completed and the verified evidence is attached. On a mismatch it moves to needs review with the discrepancy written down.
- Pending → Completed, or → needs review
- Updates Operation receipts, Record attachments
Who does what
Roles and permissions- Operations Manager
- , Admin.
Set up Weather Station / Advisory your way.
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