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cats:procedures:contract:confirmations [2016/05/06 16:00] – jen | cats:procedures:contract:confirmations [2019/02/12 15:22] – [Contract Confirm Menu] amanda | ||
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From the Contract Main Screen, select " | From the Contract Main Screen, select " | ||
- | [{{: | + | The * (asterisk or star) indicates that no confirmation exists for this contract. |
+ | [{{: | ||
- | The * (asterisk or star) indicates that no confirmation exists for this contract. If you see **Cntr** on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it. | ||
CATS will ask you to confirm the creation of this contract confirmation. Select **Yes** to proceed. | CATS will ask you to confirm the creation of this contract confirmation. Select **Yes** to proceed. | ||
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CATS will fill in the details of the confirmation letter from the descriptions you have set up for codes, the quantities and prices you entered on the contract items, and any language included on the template. For more information, | CATS will fill in the details of the confirmation letter from the descriptions you have set up for codes, the quantities and prices you entered on the contract items, and any language included on the template. For more information, | ||
- | + | ||
+ | |||
+ | ===Contract Confirm Screen=== | ||
+ | [{{: | ||
+ | |||
+ | The following information is on this screen: | ||
+ | * Purchase order date and type | ||
+ | * Buyer and seller information and addresses | ||
+ | * Quantity and description | ||
+ | * Ship to and destination | ||
+ | * Price, payment terms, weights and conditions | ||
+ | |||
+ | The bottom of the contract will be the signatures and dates of the broker or seller acceptance. | ||
====Contract Confirm Menu==== | ====Contract Confirm Menu==== | ||
The toolbar menu provides you with all the options you need to produce this confirmation. | The toolbar menu provides you with all the options you need to produce this confirmation. | ||
- | [{{: | + | [{{: |
===Create=== | ===Create=== | ||
Create a new contract confirmation letter for the current contract. CATS supports multiple contracts if you have this option selected. | Create a new contract confirmation letter for the current contract. CATS supports multiple contracts if you have this option selected. | ||
- | ===Modify=== | + | ===Edit=== |
Modify the fields currently displayed on the screen. Any language you add will **not** be added to the template or to fields on the contract main or item screens; it will only display on the confirmation. | Modify the fields currently displayed on the screen. Any language you add will **not** be added to the template or to fields on the contract main or item screens; it will only display on the confirmation. | ||
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===Prn=== | ===Prn=== | ||
Prints the confirmation letter to the output of your choice. Choose from the print menu and proceed as usual to print the confirmation. | Prints the confirmation letter to the output of your choice. Choose from the print menu and proceed as usual to print the confirmation. | ||
- | [{{: | + | [{{: |
===Address=== | ===Address=== | ||
Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | ||
- | [{{: | + | [{{: |
+ | |||
+ | ===Sign=== | ||
+ | Add a signature to the contract confirm. A signature must be set up in user settings for this option to work. | ||
+ | [{{: | ||
===Lock=== | ===Lock=== | ||
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Add or review the revisions of this confirm. (CATS supports multiple contract confirm revisions). See below for more information on revisions. | Add or review the revisions of this confirm. (CATS supports multiple contract confirm revisions). See below for more information on revisions. | ||
- | ===Template=== | + | ===Delete Confirm=== |
- | Modify | + | <note warning> |
- | [{{: | + | |
- | The template will pop up on screen. | + | Delete the latest contract **revision**. <note warning> |
- | + | ||
- | Please keep in mind that language you change on the template will **not** affect already created contract confirmations; | + | |
- | + | ||
- | Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area. | + | |
- | + | ||
- | ===Screen=== | + | |
- | Switch between the four screens of the contract confirmation. This menu lets you see what is located on which screen. | + | |
- | [{{: | + | |
- | + | ||
- | Screen 1 has the buyer and seller addresses, quantity on items, and contract type. | + | |
- | [{{: | + | |
- | + | ||
- | Screen 2 shows the quality, description, | + | |
- | [{{: | + | |
- | + | ||
- | Screen 3 shows the price, payment terms, and weighing terms. | + | |
- | [{{: | + | |
- | + | ||
- | Screen 4 displays the conditions and signature lines. | + | |
- | [{{: | + | |
- | + | ||
- | ===Delete Confirm=== | + | |
- | Delete the latest contract **revision**. <note warning> | + | |
If you select **Delete**, you will be asked to provide a supervisor password to continue. | If you select **Delete**, you will be asked to provide a supervisor password to continue. | ||
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[{{: | [{{: | ||
- | ===1 2 3 4=== | + | ===Items=== |
- | Has the same functionality as **Screen** above, | + | From this menu, you can refresh, edit, or remove the items displayed in the item grid. Depending on your settings, the item grid will either be pulled in automatically or you will need to use the **Items > Update** menu option |
- | + | ||
- | ===Grid=== | + | |
- | Edit or review | + | |
====Contract Revisions==== | ====Contract Revisions==== | ||
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Once the contract is on the screen, go to **Revision > Add Revision**.\\ | Once the contract is on the screen, go to **Revision > Add Revision**.\\ | ||
- | [{{: | + | [{{: |
Revising Contract Confirm box will show. Select if you want to **Copy Current Confirm** - Takes all information on the current contract OR **New from Template** - which will overwrite any changes you made to the original revision. For example, if you add any extra language to the quality field that would be over written with this selection.\\ | Revising Contract Confirm box will show. Select if you want to **Copy Current Confirm** - Takes all information on the current contract OR **New from Template** - which will overwrite any changes you made to the original revision. For example, if you add any extra language to the quality field that would be over written with this selection.\\ | ||
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After you make your changes and save, the contract will show that it was revised on both the contract on screen and the print out.\\ | After you make your changes and save, the contract will show that it was revised on both the contract on screen and the print out.\\ | ||
- | [{{: | + | [{{: |
- | [{{: | + | [{{: |
There is also another option to overwrite everything but conditions. Go to **Maintenance > Setup > Contract Setup** and check the box for revisions update all information except Conditions.\\ | There is also another option to overwrite everything but conditions. Go to **Maintenance > Setup > Contract Setup** and check the box for revisions update all information except Conditions.\\ | ||
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{{tag>" | {{tag>" | ||
+ | ====Reviewing the Contract==== | ||
+ | [{{: | ||
+ | If you see **Cntr** (without an * asterisk or star)on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it. From here, the contract confirmation can be reviewed, revised etc. | ||
+ | [{{: |