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Fish Ticket Premiums (UG)

Fish Ticket Premiums (UG)

Nov 18, 2020

Overview 

NorthScope allows users to add, edit, or remove premium programs to be used on delivery tickets. Premium programs are used as a way to pay additional amounts (premiums) to a fisherman. These are most often used to pay additional money for fishermen that brought their deliveries all the way to the dock, or that took additional steps to refrigerate the catch. Premium programs can be configured to be automatically or manually added to delivery tickets. Manually added premiums can be added to delivery tickets from the multi-select combo box on the Home tab of the delivery ticket. Automatically added premiums are automatically added to delivery tickets when the conditions defined on the premium program record are met. Premiums are automatically added to all the ticket line items that meet the premium conditions. 

Once the premium has been added to the delivery ticket, the rate can be manually edited.

Prerequisites

Required NorthScope Prerequisites

    • Account Setup
    • UOM Setup
    • Program Classes

Optional Host System Prerequisites

    • Tax & Premium Class 

Step 1: Adding a new Premium Program

  1. From NorthScope, expand the Purchasing module on the navigation menu and select “Taxes & Premiums” to open the Taxes & Premiums List View
  2. Click the “New” icon in the header and select “Premium” to open a blank Premium Program Record View.

When the Premium Program Record View is opened to add a new record, only the base properties on the Properties tab are open for edit. Once the base properties have been entered and saved, the remaining properties will be open for edit and all tabs will be visible.

Step 2: Assigning the Base Premium Program Properties

Until the base properties have been assigned, the new premium program cannot be added. Enter the following required base premium properties.

Click here to view the premiums properties tab help page for more information.

  • Program ID
    • This value must be unique by program 'Type' - meaning that no two premiums may have the same Program ID.
    • Note: The program ID should be an alpha code to help you quickly identify the premium
  • Description
  • Class 
    • This field displays all of the Premium Classes as setup in the Program Classes Master File (Purchasing > Setup > Program Classes).
  • Landed Date Start 
    • This date determines when the premium program begins and is available to be applied on delivery tickets.  
  • Landed Date End
    • This date determines when the premium program ends.  The value must be >= to the ‘Landed Start Date’. Premiums without a ‘Landed Date End’ value never expire (unless set as Inactive). 
  • How this Program is assigned to Tickets
    • Defaults to blank, but this field is required.
    • Auto Assign - All Tickets: The premium is automatically assigned to the delivery ticket, when the premium rules are met. 
    • Auto Assign - Dock Delivery Tickets: The premium is automatically assigned to the delivery ticket, when the premium rules are met and the 'Dock Delivery' property on the ticket is set to 'Yes'.
    • Manually Assigned: The premium can be manually assigned to the delivery ticket using the Premiums multi-select combo box on the header section of the delivery ticket record.
  • Assign Rules By
    • Select rules how the premium is assigned (e.g. the premium is assigned to certain chill types or species)
  • Assign Rate By
    • Multiple rates can be assigned to a rule. 
    • Defaults to GLOBAL meaning that the same rate and Premium Expense GL Account are assigned to all selected rules. 
  • Default Rate
  • Calculated On
    • Hint: This is how the rate is applied
    • Delivered Weight: Select this method if the premium is calculated from the Delivered Weight
    • Net Weight: Select this method if the premium is calculated from the Net Weight (Delivered Weight * Weight Modifier)
    • Paid Weight: Select this method if the premium is calculated from Paid Weight (ticket lines without a price are excluded).
  • Premium Expense GL Account
    • Select the GL account for the debit entry of the premium.
    • This is a required field.

Once the base properties are entered, click the “Save” icon on the header toolbar. If the save was successful, the premium program will be saved and all remaining properties will be visible and available for edit. Clicking Save will also update the header information with the Program ID and Description in the Program field and "Premium" in the Type field. These fields auto-populate after clicking Save and cannot be edited. 

Step 3: Assigning the Remaining Premium Program Properties

When the premium program has been successfully saved for the first time, the remaining properties can be completed.

Click here to view the premiums properties tab help page for more information.

  • Inactive
    • Defaults to No, but when a premium program is saved as inactive then it is not assigned to tickets. 

Once the remaining properties are entered, click the “Save” icon on the header toolbar.

Step 4: Assigning the Species

By default, each specie is applicable to a new premium program. If the user needs to identify individual species, select the Species tab and click on the “New” icon on the Species Grid toolbar.

Select one or more species and click the save icon when finished. The specie lookup will contain the list of all active species in the specie master file. 

If the Assign Rate By property is set to Specie, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Species is set as one of the Assign Rules By properties. 

Step 5: Assigning the Ticket Items

By default, each ticket is applicable to a new premium program. If the user needs to identify individual ticket items, select the Ticket Items tab and click "New" icon on the Ticket Items toolbar. 

Select one or more ticket items and click the save icon when finished. The ticket items lookup will contain the list of all ticket items in the ticket items master file.

If the Assign Rate By property is set to Ticket Items, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Ticket Items is set as one of the Assign Rules By properties. 

Step 6: Assigning the Stat Areas

By default, each stat area is applicable to a new premium program. If the user needs to identify individual stat areas, select the Area tab and click on the “New” icon on the Stat Area Grid toolbar.

Select one or more stat areas and click the save icon when finished. The stat area lookup will contain the list of all active stat areas in the stat area master file.

Note: This tab is only displayed, if Stat Areas Items is set as one of the Assign Rules By properties. 

Step 7: Assigning the Gear Types

By default, each gear type is applicable to a new premium program. If the user needs to identify individual gear types, select the Gear tab and click on the “New” icon on the Gear Type Grid toolbar.

Select one or more gear types and click the save icon when finished. The gear type lookup will contain the list of all active gear types in the gear type master file.

If the Assign Rate By property is set to Gear Types, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Gear Types is set as one of the Assign Rules By properties. 

Step 8: Assigning the Chill Types

By default, each chill type is applicable to a new premium program. If the user needs to identify individual chill types, select the Chill Type tab and click on the "New" icon on the Chill Type Grid toolbar.

Select one or more chill types and click the save icon when finished. The chill type lookup will contain the list of all active chill types in the chill type master file.

If the Assign Rate By property is set to Chill Types, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Chill Types is set as one of the Assign Rules By properties. 

Step 9: Assigning the Fishermen

By default, each fisherman is applicable to a new premium program. If the user needs to identify individual fishermen, select the Fishermen tab and click on the “New” icon on the Fisherman Grid toolbar.

Select one or more fishermen and click the save icon when finished. The fishermen lookup will contain the list of all active fishermen in the fisherman master file.

If the Assign Rate By property is set to Fishermen, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Fishermen is set as one of the Assign Rules By properties. 

Step 10: Assigning the Management Program

By default, each management program is applicable to a new premium program. If the user needs to identify individual management programs, select the Program tab and click on the "New" icon on the Program Grid toolbar.

Select one or more management programs and click the save icon when finished. The management program lookup will contain a list of all active management programs in the management programs master file. 

If the Assign Rate By property is set to Management Program, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Management Program is set as one of the Assign Rules By properties. 

Step 11: Assign the Site Processed

By default, each site is applicable to a new premium program. If the user needs to identify individual sites, select the Site Processed tab and click on the "New" icon on the Program Grid toolbar. 

Select one or more sites and click the save icon when finished. The site lookup will contain a list of all active sites configured in the system. 

If the Assign Rate By property is set to Site, then the Rate and the Premium Expense GL Account fields are editable.

Note: This tab is only displayed, if Site is set as one of the Assign Rules By properties. 



Save the record after modifying the record.