Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:maintenance:questionmark [2019/03/18 16:11] – amanda | cats:procedures:maintenance:questionmark [Unknown date] (current) – external edit (Unknown date) 127.0.0.1 | ||
---|---|---|---|
Line 4: | Line 4: | ||
The **''?'' | The **''?'' | ||
- | [{{: | + | [{{: |
===Help=== | ===Help=== | ||
- | Choose **Help** to access help files. When you are working in CATS and you select Help from the Question Mark menu, CATS will open the help file about the feature or type of record you are working with. | + | Choose **Help** to access help files. When you are working in CATS and you select Help from the Question Mark menu, CATS will open the CATS wiki page. Here you can find detailed information on procedures, terms, features, and everything else you need to get the most out of using CATS. |
===Calculator=== | ===Calculator=== | ||
Accesses the CATS calculator feature. | Accesses the CATS calculator feature. | ||
+ | [{{: | ||
===Calendar=== | ===Calendar=== | ||
Accesses the CATS calendar feature. | Accesses the CATS calendar feature. | ||
+ | [{{: | ||
===Report File=== | ===Report File=== | ||
This menu item will show the last report you printed to text. Once open, you can treat it like a text file, and use the toolbar functions **File, Edit, or Format**. Use **Esc** to exit. | This menu item will show the last report you printed to text. Once open, you can treat it like a text file, and use the toolbar functions **File, Edit, or Format**. Use **Esc** to exit. | ||
Line 18: | Line 20: | ||
===Recently Printed Reports=== | ===Recently Printed Reports=== | ||
A list of the most recently printed reports for this user. See the wiki on [[cats: | A list of the most recently printed reports for this user. See the wiki on [[cats: | ||
+ | [{{: | ||
===Open Invoices=== | ===Open Invoices=== | ||
Use this option to see a report of open invoices for the selected account. See the wiki on the [[cats: | Use this option to see a report of open invoices for the selected account. See the wiki on the [[cats: | ||
+ | [{{: | ||
===One Invoice=== | ===One Invoice=== | ||
- | Print a detailed report of transactions for one invoice. See the wiki on the [[cats: | + | Choose **one invoice** to print a detailed report of transactions for one invoice. See the wiki on the [[cats: |
+ | [{{: | ||
===Open Position=== | ===Open Position=== | ||
- | Choose Open Position to see all open position information for one description/ | + | Choose Open Position to see all open position information for one description/ |
+ | [{{: | ||
===Physical Trades=== | ===Physical Trades=== | ||
The Physical Trades quick view lets you browse a record of every physical trade entered into CATS. | The Physical Trades quick view lets you browse a record of every physical trade entered into CATS. | ||
+ | [{{: | ||
===Futures Trades=== | ===Futures Trades=== | ||
- | The Futures Trades quick view allows you to browse record of every futures trade entered into CATS. For more information about futures trades see [[cats: | + | The Futures Trades quick view allows you to browse record of every futures trade entered into CATS. For more information about futures trades see [[cats: |
+ | [{{: | ||
===Contract Account History=== | ===Contract Account History=== | ||
- | This feature allows you to see the accounting activity on a particular contract (purchase or sale). CATS will ask you to identify a contract by number. | + | This feature allows you to see the accounting activity on a particular contract (purchase or sale). |
+ | [{{: | ||
===Contract Traffic Summary=== | ===Contract Traffic Summary=== | ||
- | Use this option to see all traffic screens for a particular contract displayed on a scan screen. CATS will prompt you to enter a contract number. | + | Use this option to see all traffic screens for a particular contract displayed on a scan screen. CATS will prompt you to enter a contract number. You can also search by item number or location. Check the box **billed** to see contracts that have been billed. Un-check the box to view open invoices. |
- | ===Buyer History=== | + | [{{: |
- | Quick view of a report gives a history of sales or purchases for a particular account. | + | |
- | ===Seller History=== | + | ===Buyer |
- | Quick view of a report gives a history of sales or purchases for a particular | + | Quick view of a report gives a history of sales or purchases for a particular account. |
+ | [{{: | ||
===Last Message=== | ===Last Message=== | ||
Displays the last message shown on the top-right of the screen, for example a warning. | Displays the last message shown on the top-right of the screen, for example a warning. | ||
Line 45: | Line 55: | ||
===Quit=== | ===Quit=== | ||
Use this option to log off of CATS. | Use this option to log off of CATS. | ||
- | {{tag>questionmarkmenu}} | + | {{tag>" |