Differences

This shows you the differences between two versions of the page.

--- cats:procedures:procedurelist [2022/07/05 16:50] – [Utilities and Maintenance] amanda
+++ cats:procedures:procedurelist [2025/02/12 21:52] (current) – [Invoices] amanda
@@ Line 5: / Line 5: @@
 ==== Accounting ====
+===Counterparty Accounts===
+[[cats:procedures:accounting:accounts:creditandexposure|Credit and Exposure in CATS]] - Working with credit and exposure in CATS.\\
 ===Transactions===
 [[cats:procedures:accounting:transactions:enteringreceipts|Entering Receipts]] - Data entry of receipts into CATS.\\
@@ Line 13: / Line 16: @@
 [[cats:procedures:accounting:reportsandjournals|Transaction Reports and Journals]] - Printing lists of disbursements, receipts, and other transactions.\\
 [[cats:procedures:accounting:banktransfer|Bank Transfer]] - Entering a bank transfer.\\
-[[cats:procedures:accounting:authorizationscan|Authorization Scan]] - Authorization Scan.\\
+[[cats:procedures:accounting:authorizationscan|Authorization Scan]] - Authorizations for Past due invoices and credit limits.\\
 ===The General Ledger and Reports===
@@ Line 46: / Line 49: @@
 [[cats:procedures:codes:othertraffic|Other Traffic Terms]] - Management of codes for Location (AF/XD/WH), Vessel, Voyage, Traffic Status, Pier, etc.\\
 [[cats:procedures:codes:costrelatedcodes|Cost-Related Codes]] - Destination, Port, Country, Crop Year, etc. Excludes General Cost Code setup.\\
+[[cats:procedures:codes:certification|Certification Level]] - Feature that adds value or cost to material.\\
+[[cats:procedures:codes:costtoexdock|Cost-to-Exdock]] - Adding specific costs to table that will apply to contracts\\
 ==== Contracts ====
 [[cats:procedures:contract:contractmainscreen|Contract Main Screen]] - Takes you through all menu items on the Purchase and Sale main contract screens and explains what they do.\\
 [[cats:procedures:contract:addcontract|Contract Entry Tutorial]] - Creating a contract in CATS.\\
+[[cats:procedures:contract:batchadd|Batch Add Contracts]] - Batch Adding Contracts in CATS.\\
 [[cats:procedures:contract:confirmations|Creating Contract Confirmations]] - How to manage written contracts (contract confirmations).\\
 [[cats:procedures:contract:confirmationtemplates|Contract Confirmation Templates]] - How to create a contract confirmation template.\\
@@ Line 80: / Line 86: @@
 ===Invoice Procedures===
-[[cats:procedures:invoices:unpostinvoice|How to Unpost a Current Year Invoice]] -  Instructions for unposting an invoice.
+[[cats:procedures:invoices:unpostinvoice|How to Unpost a Current Year Invoice]] -  Instructions for unposting an invoice.\\
 [[cats:procedures:invoices:batchprocessing|Invoice Batch Processing]] - How to perform operations (print, post, delete) on multiple invoices.\\
 [[cats:procedures:invoices:remarks|Change Invoice Due Date/Remark]] - How to modify the Due Date or Remark on a posted invoice.\\
@@ Line 97: / Line 103: @@
 ==== Reports ====
-[[cats:procedures:createareport|How to Create a Report]] - How Reports Work in CATS, including record selection, using orders and subtotals, and changing columns on reports.\\
+[[cats:procedures:reports:makeareport|Creating and Modifying Reports in CATS]] How reports work in CATS, including record selection, using orders and subtotals, and creating or changing columns on reports.\\
-[[cats:procedures:reports:quickexposure|Exposure/Credit Report]] - How to run a CATS report that will show the exposure/ credit for one account.\\
+[[cats:procedures:reports:quickexposure|Exposure/Credit Report]] - How to run a CATS report that will show the exposure/credit for one account.\\
 [[cats:procedures:recentlyprintedreports|Recent and Favorites Reports]] - Finding and printing recently printed reports.\\
 [[cats:procedures:reports:reportmanagement|Managing Reports and Report Ownership]] - Managing CATS reports using the report ownership feature.\\
 [[cats:procedures:reportscheduler|Setting Up the Report Scheduler]] - Using the report scheduler feature to automatically print reports.\\
 [[cats:procedures:customhtmlformats|Using Custom Fonts and Colors in Reports]] - Change the fonts and colors on HTML report outputs.\\
 ===Position Reports===
@@ Line 116: / Line 121: @@
 [[cats:procedures:reports:overall|Overall Position Report]] - Setting up an overall position report.\\
 [[cats:procedures:reports:tracking|Tracking Report]] - Setting up a tracking report.\\
+[[cats:procedures:reports:productionreport|Production Report]] - Setting up a production report.\\
 ==== Production ====
@@ Line 138: / Line 144: @@
 [[cats:procedures:traffic:ordertemplates|Creating Order Templates and Internal Orders]] - How to create multiple templates for different order types and when to use internal orders.\\
 [[cats:procedures:traffic:vendororders|Creating Vendor Orders]] - How to manage vendor roles, vendor order templates and create vendor orders.\\
+[[cats:procedures:traffic:creditlimitwarnings|Past Due and Credit Limit Warnings]] - How to manage credit limit warnings on traffic orders.\\
+[[cats:procedures:traffic:trucking|Trucking Charges on Traffic Forms]] - How to create a trucking charge on a traffic form.\\
 ===Reports===
@@ Line 153: / Line 160: @@
 [[cats:procedures:sampling:createsampleorder|Creating and Working with a Sample Order]] - Creating a sample order (SO) and adding a sample to it.\\
 [[cats:procedures:sampling:runasamplingreport|Sampling Report]] - Run a sampling report .\\
 ====Utilities and Maintenance====
@@ Line 168: / Line 174: @@
 [[cats:procedures:homescreen|CATS Home Screen]] - Customizing the CATS Homescreen.\\
 [[cats:procedures:documentmanger|Document Manager]] - How to attach documents in CATS.\\
 [[cats:procedures:workscheduler|Work Scheduler]] - How to schedule automated processes to run independently at a specific time and date.\\
+[[cats:procedures:quicksearch|CATS Quick Search]] - How to access and use the CATS Quick Search feature.\\