Ownership Reports
Conservis’ two Ownership Reports under Production (Inputs by Owner and Inputs by Entity) show the amount of money owed for inputs used on owners’ fields. Below are guidelines on how to most effectively track Ownership in Conservis (jump to the Inputs By Owner/Entity section to see the actual report).
Tips on Utilizing Inputs Ownership
Here are some things that may help you to get set up:
Input Ownership refers to who is responsible for the costs on a field.
An Entity is generally a group of individuals, but in many cases the Owner and Entity may be the same name. This may lead you to choose between setting up your field as being owned by two entities, or one entity split 50/50 (like below):
As a general rule of thumb, an Ownership Entity is who you send the bill to. If, in the above scenario, you send out two bills, then you’ll want to set up each as a different entity.
You can set one entity as being responsible for a larger share of a certain category of inputs. For instance, if one entity bought the fertilizer, they can be set as responsible for 100% of fertilizer costs.
Setting an Individual Price for Owners
In Conservis, you generally won’t be able to create a record of one entity’s inputs as separate from another’s (unless you use the Multiple Shed workflow - talk to your Customer Success Manager if you want to know more). You can, however, record that one entity paid more or less for an input which will be reflected in the Inputs by Owner and Inputs by Entity Reports.
Setting an Input Price for a Specific Owner
Create a Purchase Order, setting the price of the input as the price they bought the input at.
Tip: If you want them to be responsible for a price without having bought it (for instance, as a markup), simply put 0.01 gallons or pounds as the amount.
Under Ownership, unselect All Owners.
Select Add Ownership.
Choose the entity, and put their share at 100%.
Click Create.
You can now use the Inputs by Entity report to see how their input costs have changed.
Inputs By Owner/Entity
These reports are organized by Entity or Owner, showing their share of each field, what the costs were by field, and then summarizes those costs by Crop Type at the bottom of each section. PRODUCTION > OWNERSHIP REPORTS > Inputs by Owner or Inputs by Entity.
Benefits:
Use as an invoice for landowners, customers, or other entities (you can export to excel to add markups).
Use in conjunction with Field Activity Summary to compare total costs with shared costs.
Use Hide Costs function to show only Application information by ownership.