| Both sides previous revision Previous revision Next revision | Previous revision |
| cats:procedures:procedurelist [2022/08/09 19:35] – jen | cats:procedures:procedurelist [2025/02/12 21:52] (current) – [Invoices] amanda |
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| ==== Accounting ==== | ==== Accounting ==== |
| | ===Counterparty Accounts=== |
| | [[cats:procedures:accounting:accounts:creditandexposure|Credit and Exposure in CATS]] - Working with credit and exposure in CATS.\\ |
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| ===Transactions=== | ===Transactions=== |
| [[cats:procedures:accounting:transactions:enteringreceipts|Entering Receipts]] - Data entry of receipts into CATS.\\ | [[cats:procedures:accounting:transactions:enteringreceipts|Entering Receipts]] - Data entry of receipts into CATS.\\ |
| [[cats:procedures:codes:othertraffic|Other Traffic Terms]] - Management of codes for Location (AF/XD/WH), Vessel, Voyage, Traffic Status, Pier, etc.\\ | [[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: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\\ |
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| ==== 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: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: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: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.\\ | [[cats:procedures:contract:confirmationtemplates|Contract Confirmation Templates]] - How to create a contract confirmation template.\\ |
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| ===Invoice Procedures=== | ===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: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.\\ | [[cats:procedures:invoices:remarks|Change Invoice Due Date/Remark]] - How to modify the Due Date or Remark on a posted invoice.\\ |
| [[cats:procedures:reports:overall|Overall Position Report]] - Setting up an overall position report.\\ | [[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:tracking|Tracking Report]] - Setting up a tracking report.\\ |
| | [[cats:procedures:reports:productionreport|Production Report]] - Setting up a production report.\\ |
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| ==== Production ==== | ==== Production ==== |
| [[cats:procedures:traffic:vendororders|Creating Vendor Orders]] - How to manage vendor roles, vendor order templates and create vendor 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: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.\\ |
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| ===Reports=== | ===Reports=== |
| [[cats:procedures:documentmanger|Document Manager]] - How to attach documents in CATS.\\ | [[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: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.\\ |