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cats:procedures:reports:exceptionreports [2016/06/23 14:50] – jen | cats:procedures:reports:exceptionreports [2017/12/19 03:21] – external edit 127.0.0.1 | ||
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=====Exception Reports===== | =====Exception Reports===== | ||
+ | {{entry> | ||
+ | {{entry> | ||
To access exception reports, go to **Position Reports > Exception**. Scroll and highlight the report you want. Types of Exception reports are: | To access exception reports, go to **Position Reports > Exception**. Scroll and highlight the report you want. Types of Exception reports are: | ||
* Physical Position Tied to Futures\\ | * Physical Position Tied to Futures\\ | ||
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====Warehouse Exposure==== | ====Warehouse Exposure==== | ||
- | A report that calculates the value of material stored in each warehouse code or account and determines your exposure based on that value. Only if the exposure balance is negative | + | A report that calculates the value of material stored in each warehouse code or account and determines your exposure based on that value. Only if the exposure balance is negative, will it show on this report.\\ |
Go to **Position Reports > Exception > Warehouse Exposure**. This is a standard report with no options. | Go to **Position Reports > Exception > Warehouse Exposure**. This is a standard report with no options. | ||
You will go directly to the print screen. | You will go directly to the print screen. | ||
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CATS will ask to save the report. Here is a sample Warehouse Exposure exception report. | CATS will ask to save the report. Here is a sample Warehouse Exposure exception report. | ||
[{{: | [{{: | ||
+ | To check the exposure limit, you can go to **Accounting > Accts: Name/Addr > Review Account**. | ||
+ | [{{: | ||
+ | The **Edit account record** box will pop up. Enter the account record you want to check limits. | ||
+ | [{{: | ||
+ | The account review screen will show. Here you can view existing exposure limits.You can change the exposure limits by choosing **Edit** from the top menu bar and typing in the exposure limit box. | ||
+ | [{{: | ||
+ | You can also choose **Exposure Credit > Calculate Exposure** from the top menu bar. | ||
+ | [{{: | ||
====Reservation Report==== | ====Reservation Report==== | ||
====Shipping Advice==== | ====Shipping Advice==== | ||
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Press **Select Columns** from the top menu to select the columns you want on this report. | Press **Select Columns** from the top menu to select the columns you want on this report. | ||
[{{: | [{{: | ||
- | Select the columns | + | Choose order and columns |
- | [{{: | + | |
Choose how you want to print the report. | Choose how you want to print the report. | ||
[{{: | [{{: | ||
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===Future Values=== | ===Future Values=== | ||
- | Follow the steps listed above and instead choose | + | Follow the steps listed above and instead choose |
[{{: | [{{: | ||
- | Modify the columns | + | Modify the columns |
[{{: | [{{: | ||
- | Here is a sample | + | A sample |
[{{: | [{{: | ||
===Destination Values=== | ===Destination Values=== | ||
- | You can follow the steps listed above and instead choose | + | You can follow the steps listed above and instead choose |
[{{: | [{{: | ||
- | Modify the columns for this report. Make sure the columns for Dest Rpt Only are selected. Proceed as described above to print and save your report.\\ | + | Modify the columns for this report. Make sure the columns for Dest Rpt Only are selected. Proceed as usual to print and save your report.\\ |
[{{: | [{{: | ||
- | Here is a sample grade report | + | A sample |
[{{: | [{{: | ||
{{tag>" | {{tag>" | ||
{{tag>" | {{tag>" |