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Grower Return  •  Article  •  5/23/2026  • 

title: "Set up grower returns"
date: 2026-04-22
draft: false

You must perform the following setup to create settlements for the purchase transactions.

  1. Select the Search icon , enter Grower Return Setup, and then choose the related link.

    On the action menu, you can select Set default values to set the Settlement Nos. field to Settlement.

  2. On the General FastTab, enter the required information in the following fields:

    FieldDescription
    Accounting MethodSelect the default accounting method. For more information, see Understand accounting methods. In case purchase orders are raised for vendors that do not have a default Accounting Method set up on the Pay-to Vendor card, the system will apply the option selected here.
    Settlement Grouping TypeSelect the default settlement grouping type. For more information, see Settlement Grouping Type. In case settlements are created for vendors that do not have a default Settlement Grouping Type set up on the Pay-to Vendor card, the system will apply apply the option selected here.
    Invoice Grouping TypeSelect the default invoice grouping type. For more information, see Invoice Grouping Type. In case settlements are created for vendors that do not have a default Invoice Grouping type setup on the Pay-to Vendor card, the system will apply the option selected here.
    Settlement Unit of MeasureSelect the settlement unit of measure to be used within settlement calculations.
    >Third Party Commissioner
    Item Charge Third Party CommissionerSelect the item charge code that is used when creating (posted) purchase invoices for third party commissioners. Third party commissioners are defined as external agents who are paid a commission based on the settlement value paid out to growers.
    Item Charge Description Third Party CommissionerSpecifies the description of the item charge third party.

  3. On the Calculation FastTab, enter the required information in the following fields:

    FieldDescription
    >Settlement Unit of Measure Template
    Default Settlement Unit of Measure Template CodeSelect the default settlement unit of measure template that the system can apply when you run a settlement calculation. This selection can be overridden when calculating settlements. For more information, see Set up settlement unit of measure templates
    Default Settlement Unit of Measure Template DescriptionSpecifies the description of the selected settlement unit of measure template.
    >Cost Template
    Default Cost TemplateSelect the cost template that will be used to calculate settlements. This is the default options when calculating settlements of type account sale for vendors that do not have a predefined cost template. For more information, see Cost calculations templates.
    Default Code Template DescriptionSpecifes the description of the selected cost template.
    >Pooling
    Default Proposed Pooling Quantity SourceSelect whether the pooling quantity is based on the sales or received quantity. This is the default option when calculating settlements of the pooling type.

    This selection can be overridden when calculating settlements manually or when applying a pooling template.
    Default Pool bySelect a default grouping filter to group the pooling lines accordingly. This is the default option when calculating settlements of the pooling type. The available options are Item, Item Category, Vendor, and Lot Attributes.
    Default Lot Aggregation Template CodeSelect a pooling lot aggregation template code. This is the default option when calculating settlements of the pooling type. This field is editable if you have set the Default Pool by field as Lot Attributes.
    Default Lot Aggregation Template DescriptionSpecifies the description of the selected pooling lot aggregation template.
    Hide SummaryTurn on the toggle to hide the summary of the margin calculation on the Pooling page. For more information, see Manage pooling calculations.
    Error HandlingSelect how solvable errors must be displayed during settlement calculation when the Accounting Method field is set to Pooling. The available options are:
    • Warning: The system will display notifications about the conflicts with the units of measure during the settlement calculation but will complete the calculation using the Settlement Unit of Measure field value set up on the General FastTab of the Grower Return Setup page. For more information, see Set up settlement unit of measure templates.
    • Error: The system will display the errors regarding the conflicts with the units of measure during the settlement calculation. You must make the required changes and calculate the settlement again.

  4. On the Number Series FastTab, enter the required information in the following fields:

    FieldDescription
    Settlement Nos.Select the code for the number series that will be used to assign numbers to the settlements.
    Advanced Payment Nos.Select the code for the number series that will be used to assign numbers to invoices created from the Advanced Payment wizard.

  5. On the Network Diagram FastTab, in the Diagram Layout field, select the layout option that will be used to visualize settlement transactions with the Visual View option available on the Settlement Trace lines.

  6. On the Consignment FastTab, enter the required information in the following fields

    FieldDescription
    Consignment MethodSelect the default method for assigning consignment numbers. The available options are:
    Manual : The system does not assign a consignment number automatically. You must explicitly execute the Assign Consignment No. action on the purchase order.
    On Release: “The system executes the Create Consignments action and assigns a consignment number automatically when you release a purchase order.”
    None: Consignment numbers are disabled for purchase orders. The system does not allow manual or automatic assignment.
    Consignment Grouping TypeSelect the default grouping level. The available options are:
    Per Document (default): The system assigns one consignment number to the entire purchase order, regardless of the number of lines. All receipt lines for that order are grouped into a single consignment record.
    Per Document Line: The system assigns a separate consignment number to each eligible purchase order line. This option lets you track each product line separately within the same order. — you can track revenue, claims, costs, and profitability independently for each product line within the same order.
    Consignment Cost TemplateSpecify the default cost template to use when calculating costs for consignments. If you leave this field value blank, the system includes all costs posted against the consignment.
    Consignment Profitability MethodSelect how consignment profitability is calculated.
    The only available method is Net Revenue. With this method,
    The system calculates the following values for each consignment line:
    Profitability Amount is calculated as: Net Revenue (Total)−Net Claims (Total)−Cost Amount (Consignment)−Purchase Value (Total)
    Profitability Percentage is calculated as: Profitability ÷ (Net Revenue (Total) − Net Claims (Total)) × 100
    Consignment Nos.Select the number series code that the system uses to assign consignment numbers.
    Settlement Profitability MethodSelect the method used to calculate settlement profitability when you add settlement data to a consignment. The default value is Net Revenue.

  7. The Advance Prepayment FastTab displays the pay-to details associated with the vendor. On this FastTab, enter the required information in the following fields:

    FieldDescription
    Advance Payment Account No.Select the G/L account number that is used in advanced payment invoices. Note that an error occurs when changing the advance payment account number on the Grower Return Setup page if outstanding advance payment amounts exist for the specified G/L account.
    Advance Payment Account NameSelect the name on the G/L account setup in the Advance Payment Account.
    Advane payment Invoice PostingSelect whether the advance payment invoice is posted manually or automatically after the advance payment wizard is finalized.

  8. On the Feature Update FastTab, enter the required information in the following fields

    FieldDescription
    Remove Fresh Dependency FeatureTurn on this toggle to remove the dependency between the Aptean Grower Return extension and other Aptean extensions.

    When you turn on the Remove Fresh Dependency Feature toggle on the Grower Return Setup page, the system obsoletes existing fields and introduces new ones. For example, the accounting method on the purchase order header and/or purchase order line is replaced. If you moved these fields using user or role-based personalization, the old fields remain visible but do not show any values. You must manually remove the old fields from personalization and add the new fields.

  9. The following actions are available on the Grower Return Setup page.

    ActionDescription
    Set Default ValuesReset the grower return setup to default values.
    Network Diagram SetupOpen the Network Diagram Setup page. For more information, see Set up network diagrams.
    Load Hook-insUpload hook-ins into the Advanced Workflow extension. This action is visible only when the Aptean Advanced Workflow extension is installed.