Creating Soil Book Work Orders

Selecting Work Order Type and Grower Profile

1. In the Work Order tab, click Add Work Order to the right of the screen.
2. Select "Soil Book" for Type. [1]
3. Select desired VAR, Bu, Location and Grower. [2]
4. (Optional) Click Sync with ERP [3] to enter P.O. and Invoice number

Please Note: P.O. and Invoice Number details are for record keeping purposes, and are not required. Merchant Ag Sync not available for Soil Book Work Orders.

5. Click Save to continue.

Add Job Wizard - Profiles

6.Add relevant fields by expanding profile [4] and selecting desired fields from the drop down menu [5] once the boundary is selected, click the green plus icon. The field will appear as the image below.

7. (Optional) If desired, input a name for the Job.
8. Click Report [6] to Continue to the Next step.

Add Job Wizard - Report

Inputs within this tab are optional.
9. Select an equation type and if needed, a specific equation.
10. Select desired Crop.
11. Select a Yield Goal and corresponding unit of measure.
12. Input desired target pH.
13. Select an Element , and if there are preferences set up within the Location Preferences tool, the defaulted product and rate selections will automatically populate. If not, input desired selections.
14. Click Add Product.
15. To add more elements and rates, repeat steps #13 and #14.
16. Select desired Controller type.
17. Select additional reports to include

18. Click Options [7] at the bottom of the window for the next step.

Add Job Wizard - Options

19. Make desired selections

Window Start and Window End Dates: These refer to the window of time that the work order is expected to be completed in. Click the input fields in turn and then click on the dates needed within the Calendar that appears. Selecting these check boxes causes an email alert to be sent when either the start or the end date has passed.
Send Notification Emails: Selecting this option causes notification emails to send when there is a status change for a work order.
Send SMS/Text Alert: This option causes Work Order email updates to send by SMS text message. Select option check box, then input mobile phone number, and provider information. Click to add more text alerts, or click to delete.
- Please Note: Carrier charges may apply.
Attach File: This option allows for a directed sampling file to be attached to the work order. Click Upload File link text, then click the "Browse" button. Select the file from computer, then click "Open". Click "Upload". Any file attached here will be passed along with any emailed job (if Send Email Attachments box is checked), as well as any "Download Job" action.
Note: Notes appear within "Job Details" and Work Order PDF reports under a "Notes:" section

20. Once all requirements in the Lab and Options Tabs are met, Click Save [8] to finish the Work Order.