• Navigate around the Livestock screen

    When you first open Livestock you will be presented with eight Livestock screen options.

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    What does each option give you?

    Option Function
    Transactions (Livestock Rec.) This option displays actual stock transactions (Sales & Purchases) originating in the Transaction screen and flows into your actual Livestock Reconciliation. Non cash events such as Births and Deaths & Missing need to be entered into this screen.
    Compare to Last Year This option allows you to compare two years of actual information. It will only appear if there are at least two financial years to report on.
    Create Budget Use this option to create multiple budget scenarios, whether it’s rolling over into the next financial year, or to see if you can lease the neighbouring block.
    View / Edit Budget Once you have created your budget, use this option to view it or make any changes or updates.
    Actuals over Budget Use this option to compare your actual stock transactions to budgeted items for the same period, to see if you’re on track. You can either view both lines up to a specific date i.e. the latest reconciled month of actual transactions, or for the whole year, so you can see budget items for the rest of the year.
    Revision This option enables you to see actual and budget information together. It’s a great way to check if you’re on target with projected stock events such as Sales & Purchases, as you can check stock on hand at the revision date. 0_1473324522356_Screen Shot 2016-09-08 at 8.48.25 PM.png
    Advanced View Use this option to pick and choose the information you want to see on Line One and/or Line Two in your Livestock Rec.
    Recent This option shows you your last 10 views. To provide quick access to Livestock views that are frequently accessed they can be pinned to the screen.


    To open an option select it, fill in the criteria as prompted, and then click 0_1473324658090_Screen Shot 2016-09-08 at 8.50.37 PM.png , which appears to the lower right of the screen.

    To cancel the intended action click Cancel, which appears to the lower left of the screen. This will return you to the Livestock Screen Options screen.
    Once you have opened a Livestock Screen Option your default view will be a monthly Stock Flow view.
    To navigate around the monthly view you can click, double click, right click or use the toolbar.

    The Toolbar

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    Option Function
    Transaction To move to the Transaction screen.
    Cashflow To move to the Cashflow screen.
    Change View You can return to Livestock Screen Options at any time by selecting the Change View option within the Livestock toolbar.
    Sale To record a budgeted sale. Actual sales must be recorded in the Transaction screen.
    Purchase To record a budgeted purchase. Actual purchases must be recorded in the Transaction screen.
    New Other To record a birth, death/missing, transfer or killed transaction.
    Opening Numbers To record the opening tally for a specific stock class, or to open the opening tally worksheet for all stock classes of a particular category. If you are using enterprises you can set the opening numbers for each stock class for each enterprise.
    Print To print the image displayed. The print function is WYSIWYG. That is, what you can see on the screen is what is printed.
    Filter (and Filter Clear) To split operations by enterprise and to enable budgets to be viewed by individual enterprise you apply a filter. If you wish to remove the filter by enterprise (or turn it back on) use the Filter and Filter Clear options on the Livestock toolbar.
    Calculator To open and use the Cashmanager RURAL calculator.
    Last Year You can move back through previous years’ livestock transactions (budget or actual) if they exist for the view you initially selected from screen options.
    Next Year You can move ahead to the next year’s livestock transactions (budget or actual) if they exist for the view you initially selected from screen options.

    Monthly views

    The default view in your database is set to monthly, which displays a summary of actual, budget or revised movement each month

    1. By stock type such as sheep.
    2. Opening livestock figures.
    3. Closing Livestock figures.
    4. A list of events recorded for each stock class i.e. MA Ewes.
    5. Total stock units and/or stock numbers for the stock type selected and the whole farm. For dairy these figures reflect total cows milked.

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    By clicking on a cell within the monthly view, you can view transactions and events that occurred for the selected stock class and month.

    The monthly view can also be changed to display a specific stock class and the events that have been recorded, such as Sales and Deaths & Missing, by:

    a) Single click your mouse on the animal in the Monthly Views tree.

    b) Double click your mouse on an animal in the Stock Class column.

    Annual views

    The annual view displays a 12 month summary of recorded stock movement for the year in your database. Livestock transaction records can’t be edited while you’re in this view, you will need to move into monthly livestock view.

    To move into a monthly view you can either double click on a cell for the selected stock class or activity, or select the Monthly View button in the bottom left corner of your screen.

    There are four types of Annual views:

    • Stock Rec. Detail
      Displays the livestock activities associated with the actuals, budget or revised data being viewed and shows the same detail as the Detailed Stock Reconciliation Report.

      The opening and closings stock unit summary at the base of the page allows you to determine (at a glance) the annual change in livestock numbers and stock units.

    • Stock Rec. Summary

      Displays the summary of livestock changes associated with the actual, budget or revised data being viewed and shows the same detail as the Stock Reconciliation Summary Report.

    • Whole Farm Policies
      Provides an overview of the farm’s stocking policy for the actual, budget or revised data being viewed.
      For each category within your business (for example, Sheep, Beef or Dairy) the view displays:

      • A graph of opening stock units, by class (as a percentage of total stock units)
      • A graph of next year’s opening stock units after ageing, by class (as a percentage of total stock units)
      • A table of actual (and budget if applicable) opening stock units for each year, and the percentage of change, and variation to budget, if applicable
      • A table of actual (and budget if applicable) opening stock balances as percentages for each year, and variation to budget, if applicable
    • Stock Category Summaries
      For each stock category the Stock Category summary will show:
      • A graph of opening stock units, by stock class
      • A graph of next year’s opening stock units after ageing, by stock class
      • A table of opening numbers and stock units for each year, by stock class

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