v17 Adding Seed Inventory for a Harvest List

Whenever crosses or advances are made in nurseries and often when trials are harvested, seed from the harvest must be weighed, bagged and labelled and kept in a store for some time. The BMS has features to facilitate this inventory management.

Objectives

At the end of this tutorial, the user should be able to:

  1. Use the Study Manager to create pending seed deposits for any harvest list
  2. Produce labels for the seed packets for the harvest
  3. Update the inventory system with the amount of seed stored for each entry

Create pending seed deposits for a harvest list

In the study manager, open the crossing block created in the previous tutorial, CGMCB21 in my case:

Open the Crosses and Selections tab

Now we must select the crosses or selections from the Crosses and Selections tab for which we want to save inventory. Since our tab has several pages and we want to add inventory for all the crosses we can just click the select all pages box at the top left of the tab.

On the Actions menu of the Crosses and Selections tab click Create lots.
On the create lots form enter a stock ID prefix which indicates the 'owner' of the seeds, or the 'project' to which they belong, or even 'the storage box' where they will be stored. I specify my initials 'CGM' which indicates 'ownership' and also which section of the seed store they will be kept in.

Specify the storage location (which can be a detailed customized list of shelves or boxes or just a room), indicate the units for recording the inventory and then specify a dummy deposit of 0.1g so we can have a pending transaction awaiting the true value when the seeds are weighed.
Click save, and then leave the Create lots form by clicking the X and the top right of the form.

Make labels for the seed packets from a harvest list

The user must use the Manage Inventory item from the INVENTORY menu. Note the user must have a Crop role to be able to access the Inventory Module, otherwise it will not be visible.

In the Search by box on the View Lots tab, select 'Study of origin' and click the + symbol. Then click on the new filter item and select the study where the harvests were made CGM21CB in my case. This filters the lots down to the 73 for the harvest list we are working with:

From Actions, select Export data and labels. From Output format select Formatted PDF label sheets. Other options are excel file or csv file which can be used with a printing program such as Microsoft Word – Mail Merge to print labels with any desired format.
Select the following fields for the label by dragging the items from the list on the left to the position in the label. Also choose to have an auto generated barcode for each lot:

You can save the the settings for future harvest labels and you can print the labels for the present batch by clicking Export:

Exit the label printing form by clicking Cancel.

Update pending transactions with weights and package and label seeds

On the Transactions Tab of the Inventory Manager, filter to the transactions for the study of origin – CGM21CB for me, to see the 73 pending transactions.
From Actions click Export transactions to get a file of transactions to be updated.

Fill in the NEW BALANCE column with the actual weights and specify a new note to replace the original note:

Now we need to import the transaction updates, but this action is not available unless the user has a Crop role. If I log out and log in with a crop manager account and then go to Manage Inventory on the transactions tab I can see more options and select Import Transaction Updates:

Navigate to the completed transactions update template and import the transactions:

You now have the correct amount of seed inventory showing in the transaction table.