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cats:settings:systemsettings [2019/11/20 16:12] – [Actions Tab] amanda | cats:settings:systemsettings [2022/09/29 15:42] – [Business Details] amanda | ||
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=====CATS System Settings===== | =====CATS System Settings===== | ||
+ | {{entry> | ||
Refer to this page for descriptions of each system setting and how it impacts the behavior of CATS. | Refer to this page for descriptions of each system setting and how it impacts the behavior of CATS. | ||
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<note warning> | <note warning> | ||
+ | [{{: | ||
+ | \\ | ||
====General Tab==== | ====General Tab==== | ||
- | \\ | + | For settings your company uses daily in CATS. |
- | [{{: | + | [{{: |
- | **Company Name** - The name will listed here will be applied system-wide to all forms.\\ | + | **Company Name** - The name listed here will be applied system-wide to all forms.\\ |
**Program Caption** - The caption on the heading of the program. This will be displayed in CATS and when you mouse over the icon in your system tray.\\ | **Program Caption** - The caption on the heading of the program. This will be displayed in CATS and when you mouse over the icon in your system tray.\\ | ||
**Regional Settings** - Format, currency and language to be applied system-wide.\\ | **Regional Settings** - Format, currency and language to be applied system-wide.\\ | ||
**Date format** - Choose the date format to be used. | **Date format** - Choose the date format to be used. | ||
- | * Month/ | + | * Month/ |
- | * Day/ | + | * Day/ |
- | * Year/ | + | * Year/ |
- | **Separator** - Separator to be used in the date format.\\ | + | **Separator** - Separator to be used in the date format. The default is ''/'' |
- | **Default currency** - The currency selected here will be used as the default currency in CATS.\\ | + | **Default currency** - The currency selected here will be used as the default currency in CATS. You can still use other currencies. This is the currency CATS will use for system-wide conversions.\\ |
**Number format** - Select US '' | **Number format** - Select US '' | ||
**Language** - Choose a system language. The entire system will display in this language for all users. English or Spanish currently available.\\ | **Language** - Choose a system language. The entire system will display in this language for all users. English or Spanish currently available.\\ | ||
**FDA registration** - Enter your company' | **FDA registration** - Enter your company' | ||
- | **P/S# display length** - How many digits you will use for purchase and sale contract numbers.\\ | + | **P/S# display length** - How many digits you will display |
- | **VAT number** - Enter your company' | + | **VAT number** - Enter your company' |
- | **Paper size** - Default paper size.\\ | + | **Paper size** - Default paper size. Currently '' |
**Budget** - Monthly or Annual budget for use with the G/L budget feature.\\ | **Budget** - Monthly or Annual budget for use with the G/L budget feature.\\ | ||
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These settings can fundamentally affect how CATS works for your entire company. | These settings can fundamentally affect how CATS works for your entire company. | ||
- | [{{: | + | [{{: |
\\ | \\ | ||
- | **Enable | + | |
- | **Enable | + | **Enable |
- | **Enable | + | **Enable |
- | **Login when switching to a new area.** - Re-enter your user ID when switching to new area.\\ | + | **Login when switching to a new area.** - When checked, CATS will require you to re-enter your user ID and password |
- | **Enable strict date checking.** -\\ | + | **Require password authorization when exceeding credit limits.** - If you are exceeding the credit limit for a counterparty, |
- | **Recalculate after isolation by default.** -\\ | + | |
- | **Recalculate account exposure when viewing account screen.** -\\ | + | **Recalculate after isolation by default.** - Isolated areas should be recalculated after they are created. This recalculation could take some time, however, so the option to not do a check contracts and an accounting recalculation is the default option when creating an isolation. When checked, this setting means that CATS will automatically pick the option to recalculate the newly-created isolated area.\\ |
- | **Check | + | **Recalculate account exposure when viewing account screen.** - Automatically perform a recalculation of a counterparty account when you review/edit that account in the Accounting > Accts: Name/Addr area of CATS. The alternative is to request a full system recalculation or recalculate the account manually.\\ |
- | **Add values on the fly:** -\\ | + | **Check |
- | **Print attention line below address on labels.** -Print attention line below address on labels.\\ | + | **Add values on the fly:** - Allows you to restrict/ |
- | **Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats: | + | * **All** - Allow users to enter all types of codes, including description/ |
- | **Company domain:** -Enter the company domain.\\ | + | * **Non-Critical** - Allow users to enter only certain types of codes from other areas of CATS. Description/ |
- | **Restrict emails to the company | + | * **None** - All codes must be entered from the Add dialogue in their respective areas, such as the Codes & Terms menu.\\ |
- | **Assume company domain for email address** - Check this box to assume company domain for all email addresses. \\ | + | **Print attention line below address on labels.** - Prints the information stored in the " |
+ | |||
+ | **Enable email notifications for tracking.** - This box must be checked in order to set up and use [[cats: | ||
+ | **Company domain:** - Enter the company domain | ||
+ | **Restrict emails to the company | ||
+ | **Assume company domain for email address.** - Check this box to assume company domain for all email addresses, allowing you to enter a name and have the rest filled in. For example, if you list '' | ||
====Business Details==== | ====Business Details==== | ||
- | \\ | + | Enter information about your company and choose your default options. |
- | [{{: | + | [{{: |
+ | **Commodity Mode:**- Standard, Metals, Meats, Non-Commodity. Unless otherwise instructed, please choose '' | ||
+ | **Company account:** - Enter the counterparty account code to use for your company. This allows you to use various other options in CATS.\\ | ||
+ | **Default measure:** - Enter the default measure to be used when the measure field is left blank.\\ | ||
+ | **Main product:** - Enter the company main product. You can still use other products.\\ | ||
+ | **Certified lot code:** - Enter the certified lot code, e.g., CERT.\\ | ||
+ | **Use multiple products.** - Allows users to create contracts and work with other products.\\ | ||
+ | **Show multiple products on contracts.** - When unchecked, forces you to create a new contract for every product type.\\ | ||
+ | **Use multiple divisions/ | ||
+ | **Use divisional letter-heads.** - Check to use a different letterhead (different address and/or logo) with each division of your company. Must use divisions.\\ | ||
+ | **Use multiple currencies.** - Allows users to enter contracts, invoices, etc., in another currency.\\ | ||
+ | **Lookup currency rate in Positions on the Exchange.** - When checked, uses the rates in the Positions on the Exchange table. When unchecked, uses a separate currency rate table. \\ | ||
+ | **Use rate from last day of prior period as currency rate.** - When there is no rate in the table for the current accounting period use the rate from the last day of the prior accounting period instead of no rate.\\ | ||
+ | **Print graphic letterhead.** - Include logo on document. Alternative is an address without a logo.\\ | ||
+ | **Print address as document footer.** - The company address will print as a footer.\\ | ||
+ | **Printer: | ||
+ | **HTML** - Enter the path to the address image file. You can enter the size of the logo here using the format '' | ||
+ | **Logo** - Enter the path to the logo-only image file. Used if you use multiple addresses.\\ | ||
- | **Commodity Mode:**- Standard, Metals, Meats, Non-Commodity.\\ | ||
- | **Company account:** -\\ | ||
- | **Default measure:** -\\ | ||
- | **Main product:** -Enter the company main product.\\ | ||
- | **Certified lot code:** -Enter certified lot code.\\ | ||
- | **Use multiple products.** -Allows user to enter other products.\\ | ||
- | **Show multiple products on contracts.** -\\ | ||
- | **Use multiple divisions/ | ||
- | **Use divisional letter-heads.** -Check to use divisional letter head.\\ | ||
- | **Use multiple currencies.** -Allows users to switch from default currency.\\ | ||
- | **Lookup currency rate in Positions on the Exchange.** -\\ | ||
- | **Use rate from last day of prior period as currency rate.** -\\ | ||
- | **Print graphic letterhead.** - Include logo on document.\\ | ||
- | **Print address as document footer.** - Company address will print as a footer.\\ | ||
- | **Printer: | ||
- | **HTML** -\\ | ||
- | **Logo** - \\ | ||
====Costing Selection Tab==== | ====Costing Selection Tab==== | ||
- | \\ | ||
- | |||
[{{: | [{{: | ||
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====Advanced Tab==== | ====Advanced Tab==== | ||
\\ | \\ | ||
- | [{{: | + | [{{: |
**Automatically assign cash transaction number.** - Check box so CATS will generate a cash transaction number.\\ | **Automatically assign cash transaction number.** - Check box so CATS will generate a cash transaction number.\\ | ||
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====Contract Item Screen Tab==== | ====Contract Item Screen Tab==== | ||
- | \\ | + | [{{: |
- | [{{: | + | |
**Allow modification of trading position.** -\\ | **Allow modification of trading position.** -\\ | ||
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====User Interface Tab==== | ====User Interface Tab==== | ||
- | \\ | + | [{{: |
- | [{{: | + | |
===Display: | ===Display: | ||
- | \\ | ||
**Display fax option on print menu.** -\\ | **Display fax option on print menu.** -\\ | ||
**Display notification when working in an isolated area.** -\\ | **Display notification when working in an isolated area.** -\\ | ||
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===Interaction=== | ===Interaction=== | ||
- | \\ | ||
**Select account before running open invoices report.** -\\ | **Select account before running open invoices report.** -\\ | ||
**Save HTML files to the current user's output directory.** -\\ | **Save HTML files to the current user's output directory.** -\\ | ||
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===Sign In=== | ===Sign In=== | ||
- | **Force users to change password every 0 days.** -\\ | + | **Force users to change password every '' |
**Allow users to have a blank password.** -\\ | **Allow users to have a blank password.** -\\ | ||
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====Futures & Valuation==== | ====Futures & Valuation==== | ||
- | [{{: | + | [{{: |
**Enable contract hedging.** - Lets users add hedge trades to contract items manually.\\ | **Enable contract hedging.** - Lets users add hedge trades to contract items manually.\\ | ||
**Recalculate and update price fixing automatically.** - Allow CATS to recalculate the fixed prices on contract items based on changes made to trade prices.\\ | **Recalculate and update price fixing automatically.** - Allow CATS to recalculate the fixed prices on contract items based on changes made to trade prices.\\ | ||
- | **Add duplicate hedge trade on price-fixing entry.** - When a price-fixing actual trade is made, create an equal hedge with an opposite value and units for the same month and exchange.\\ | + | **Add duplicate hedge trade on price-fixing entry.** - When a [[cats: |
**Allow extended futures trade editing.** - Allow users to edit the date of fixation, price, and units on futures trades in the system. Turn this on to allow users to correct trades instead of forcing them to delete/ | **Allow extended futures trade editing.** - Allow users to edit the date of fixation, price, and units on futures trades in the system. Turn this on to allow users to correct trades instead of forcing them to delete/ | ||
**Use ratios for valuation.** -\\ | **Use ratios for valuation.** -\\ | ||
**Inventory Valuation.** -\\ | **Inventory Valuation.** -\\ | ||
**Use spot foreign exchange rate.** -\\ | **Use spot foreign exchange rate.** -\\ | ||
- | **Allow deferred profit.** - Allows | + | **Allow deferred profit.** - Allows |
**Position to use: Trading position.** -\\ | **Position to use: Trading position.** -\\ | ||
**Default valuation method for Purchase V or Sale L.** -\\ | **Default valuation method for Purchase V or Sale L.** -\\ | ||
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**Use spot foreign exchange rate for spot positions.** -\\ | **Use spot foreign exchange rate for spot positions.** -\\ | ||
**Prioritize trading position over differential position.** -\\ | **Prioritize trading position over differential position.** -\\ | ||
+ | {{tag>" | ||
+ | ====NDS Tab==== | ||
+ | <note warning> | ||