Ag Leader SMS Basic and Advanced Manual - Manual (Page 107)

How to ...
11. The property(s) that was added can now be viewed in the Summary by selecting the Summary Tab and then
the Property sub-tab. The property can also be mapped by creating a map and then selecting the Selected
Property item from the list of attributes in the Layer Window, clicking the Edit Property button next to this
selection, and then selecting the management item that the property was added to and selecting it.
Properties can also be added to the general summary, reports, charts, and map printouts.
How to edit property data.
Follow these steps to edit property data:
1. Select a management item in the Management Tree that a property has been added to.
2. Click the right mouse button to open the Management Tree menu.
3. Select the Edit Item selection.
4. Now click on the Additional Properties tab.
5. A listing of the properties that have been added to the management item should be displayed along with the
value that has been entered for each.
6. Click on a value a value entry that you wish to edit the value for and enter or modify the value.
7. If you wish to remove a property instead of just edit it value, click the Remove Property button and then
check the property(s) that you want removed from the current management item selection. Click OK to
remove the selected properties.
8. Once all the desired edits have been made, click the OK button to close the Edit dialog.
How to enter Financial Tracking entries.
Follow these steps to enter Financial Tracking entries:
If you have Basic...
1. Go to the Product, Operational Instance, or Dataset in the management tree and select it or go to the
Management Item Editor and select the Product or Operational Instance you want to add an
expense/income entry for. If in the management tree select Edit Item or Edit Expense/Income or from the
Management Item Editor select Edit.
2. If you aren't taken to it automatically select the Simple Expense/Income Entries Tab.
3. Now click the Add Expense/Income button. You now need to select an Expense/Income Type.
4. The available expense/income types that are listed to select from will be filtered to the ones that are
available for the management item type that you selected above. So if you picked the Product level, you will
see a different list of available types than if you picked the Operational Instance level.
5. Select one or more expense/income types and click OK to add them.
6. You will now return to the previous tab and your selected types should be listed in the entry grid. The entries
will be automatically named based on the item they are assigned to and the current date. You now need to
set the date span of data that the amount will be applied across, the amount of money, and the PER unit to
apply the money against.
7. Once you have completed your entries, click OK to the Edit Item dialog to apply your additions and
changes. All expense/income related attributes that user or reference your entries will automatically update
when they are displayed with any additions or changes that you made.
8. You can view your financial tracking related results in summaries, reports, charts, maps, and the Financial
Tracking report.
NOTE: All financial tracking results for Basic are dataset based, except for the Financial Tracking report
which will summarize across datasets to provide a bigger picture view of your financial information if you
want. Otherwise all expense, income, or profit/loss results will be displayed on an operation and dataset
basis and not summarize or report financial results across multiple operations for a field. Advanced must
be used to generate an overall Profit/Loss dataset that takes all financial entries into account to provide a
combined view of your financial information for a specific field and year.
If you have Advanced...
1. You can use the steps above (Simple type entries only) or go to the Analysis Menu and select Financial
Tracking Entries or click on the Financial Entries Tab and select the Add Item button from the toolbar or
click your right mouse button in the tree area and select Add Item.. The Select Expense/Income Type dialog
should now appear.
2. You now need to select an Expense/Income Type. There are two types of Expense/income to chose from,
Simple or Calculated. Simple types are what are available to Basic users and are directly tied to a Product,
Operational Instance, or Dataset management item. They also are direct amount entries that are always
based on money PER some unit. Calculated types are more involved and actually use multiple value entries
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