Differences

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

--- cats:procedures:traffic:allocation [2019/05/09 16:07] – [Hold Feature] jen
+++ cats:procedures:traffic:allocation [2019/12/05 14:24] (current) – [Reservation] amanda
@@ Line 8: / Line 8: @@
 You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats:procedures:contract:addcontract#add_items_using_shop|Shop feature]], which lets you pull multiple location screens from any number of purchases and create a sale with corresponding sale items.
-<note>If the number of units or weight on the location screen is more than the number of units or weight on the sale item, CATS will subdivide the location screen. </note>
+<note>If the number of units or weight on the location screen is more than the number of units or weight on the sale item, CATS will subdivide the location screen, unless you are using a reservation. </note>
 ====Allocating From the Sale Contract====
-From the Sales Contract Main Screen select **Alloc** from the menu to bring up the allocation
+From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation
 dialog.
 [{{:cats:procedures:traffic:allocatefromsale_chooseallo.png?|Select Alloc from the top menu bar}}]
@@ Line 16: / Line 16: @@
 If there are multiple unallocated items on the contract, you will be prompted to
 pick one from the list. Highlight the item you wish to allocate and pick **Continue**.
-[{{:cats:procedures:traffic:allocatefromsale_selectsaleitem.png?|Choose a sale item from the chooser and pick Continue}}]
+[{{:cats:procedures:traffic:allocatefromsale_selectsaleitem.png?|Choose a sale item from the chooser and pick Continue.}}]
 A box will be displayed showing some details about the sale item as well as its overall allocation status.
@@ Line 26: / Line 26: @@
 on the **Other Identifier** link and selecting the type from the drop-down.
 [{{:cats:procedures:traffic:allocatefromsale_searchforlocscreen.png?|Look up location screen}}]
+\\
 [{{:cats:procedures:traffic:allocatefromsale_selectlocscreen.png?|Choose a sale item from the chooser and pick Continue}}]
@@ Line 37: / Line 37: @@
 [{{:cats:procedures:traffic:allocatefromsale_allocationsfromsale.png?|}}]
+If the purchase item has a different product description you will receive
+a pop-up stating this.  Press **Yes** to continue.
+[{{:cats:procedures:traffic:reserve_diffcodes.png?|Purchase and sales have different codes}}]
+If the unit weights do not match between purchase and sale items, you will see the following message.
+[{{:cats:procedures:traffic:reserve_diffweight.png?|Unit weights do not match}}]
 Click on **Apply** to create the allocation.
@@ Line 98: / Line 104: @@
 You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats:procedures:contract:addcontract#add_items_using_shop|See the wiki on using Shopping Lists in CATS for more information.]]
 ====Reservation====
 When you go in to allocate, you can choose to reserve. This will allocate without flagging a particular sale.\\
-Click on **Reserved** column to switch to subdivide.\\
-Click the box, **Reserved**,to default to the reserved amount\\
-Press **Apply** to continue.
-[{{:cats:procedures:traffic:reserve_allocreserved_001.png?|Reserve an allocation}}]
-If the reserved amount has a different product description or the unit weights do not match you will receive
-a pop-up stating this.  Press **yes** to continue.
-[{{:cats:procedures:traffic:reserve_diffcodes.png?|Purchase and sales have different codes}}]
-[{{:cats:procedures:traffic:reserve_diffweight.png?|Unit weights do not match}}]
-The reserved amount will show on the location screen. It will show that it will be allocated, but not show a particular sale.
+To start out as a reservation, click the check box next to **Reserved**. The allocation bar will be green instead of the usual blue. Enter the units to reserve by typing in the ''Units'' column and pick **Apply**.
-[{{:cats:procedures:traffic:reserve_reservebags.png?|Reserve amount}}]
+[{{:cats:procedures:traffic:reserveallocation_selectreservedandapply.png|Click the check box next to Reserved.}}]
+If you have not done the step above, just click the **Subdivide** box to change it to **Reserved** and select the **Apply** button to continue.
+[{{:cats:procedures:traffic:reserveallocation_changereservedtosubdivide.png|Click on Subdivide to change the method to Reserved.}}]
-====Hold Feature====
+You can now exit back to the location screen. The reserved amount will show on the location screen. It will show that how many units are allocated, but it will not display a particular sale.
-When you go in to allocate, you can choose to place units on hold. This will hold for a specific account with no sale created.
+[{{:cats:procedures:traffic:reserveallocation_bagsreservedonscreen.png|Reserved units on the location screen.}}]
+Once you want to execute the reservation, click on **Alloc** again, and click the **Reserved** box to switch to **Subdivide**.\\
+[{{:cats:procedures:traffic:reserveallocation_clickonreserved.png|Click on Reserved to change it to Subdivide.}}]
+Then, click on **Apply** to execute the allocation.
+[{{:cats:procedures:traffic:reserveallocation_changereservedtosubdivide.png|Select Apply to execute the allocation.}}]
+You will be asked which marks to be moved to the new screen. Click on the check boxes for the marks you want to move, or change the units on each mark listed, and pick **Apply** to proceed.
+[{{:cats:procedures:traffic:reserveallocation_movemarksunits.png|Click on the check boxes for the marks you want to move, or change the units on each mark listed, and pick Apply to proceed.}}]\\
+Now, you will be taken to the old screen where you created the allocation. Pick Exit to go to the list of screens and enter the new screen you created. There, you can see the allocation as usual.\\
+====Hold Feature====
+When you go in to allocate, you can choose to place units on hold. This feature will create a hold for a specific account, with no sale created.
+Click on **Hold for Customer** to get started.
+[{{:cats:procedures:traffic:alloc_holdoption.png?|Click on hold for customer to create a hold.}}]
+Enter the terms and units to create a temporary hold for one customer. Press **Apply** to continue.
+[{{:cats:procedures:traffic:alloc_createhold.png?|Enter units and press apply to continue}}]
+The hold was created. Press **Apply** to continue.
+[{{:cats:procedures:traffic:alloc_holdcreated.png?|Press apply to continue}}]
+On the location screen, you can see that there is a hold in place.
+[{{:cats:procedures:traffic:alloc_locationscreenhold.png?|You will see there is a hold in place, on the top right of the location screen.}}]\\
 ====Viewing the Allocation====
@@ Line 121: / Line 143: @@
 ===From the Main Contract Screen===
 To see how many units are allocated on a contract, navigate to the main contract screen (**Contracts > Purchases (or Sales) > Main** and look at the **Allocated** column. This will list the units allocated for the entire contract.
-[{{:cats:procedures:traffic:alloc_allocationonsalecontract.png|Look at the Allocated column to see the number of units allocated. }}]
+[{{:cats:procedures:traffic:alloc_allocationonsalecontract.png|Look at the Allocated column to see the number of units allocated.}}]
 The item list can also display for each item a link to the allocated contract, or a link to a list of location screens or contracts if the item is allocated to more than one. This is shown above next to the sale item, the link for ''3 Locations''.
@@ Line 127: / Line 149: @@
 ===From the Location screen===
-On the location screen, the sale contract that has the allocations will be shown on the top.
+On the location screen, the allocated sale contract numbers will be shown on the top.
 [{{:cats:procedures:traffic:alloc_fromlocationscreen.png?|}}]
+Choose **Exit** to return to the contract.