Here you can find answers to commonly asked questions about CATS operations and options. Understanding how CATS functions and how it generates the data you see is crucial to getting the most out of CATS. Click on a question to see a detailed answer and to learn more about CATS.

• How do I use exposure and credit limits on accounts?
• How do I read the Accounting Recalculation printout?
• How does CATS treat invoices with partial balances when the year has been closed?
• Why do I get an out of balance message when I try to post a transaction?
• What do these different transaction codes mean?
• Which transaction should I create?
• How do I correct default currency balances on invoices?

• How do I use the "Recalc" feature on contracts to find issues?
• Where does the language on the contract confirmation come from?
• How do I register claims in CATS?
• How do I change the contract valuation?
• How do I change the grade/description code on a contract item?

• Why do my futures price changes not show up on contracts and reports?
  

• Why can't I edit an invoice?
• Why can't I unpost an invoice?
• When I open invoice X, it says another user has it locked for editing.
• Why can't I select a location screen as inventory on an invoice?

• How do I assign and remove collateral from loans?
• How do I use trust documents on loans?

• How can I change a code for all entries in the entire system?
• Are there keyboard shortcuts in CATS?

• Why can't I assign location screen X to a production?

• Why is location screen X not showing up on a traffic report?
• Why do I have negative inventory on my report?

• CATS won't let me access certain areas or asks me for a password if I try to delete something.
• I had CATS open on the login screen, but then CATS exited. What happened?
• How do I change the columns in a scan?
• How do I set the CATS date for my user?

• I have more than one monitor and cannot log into CATS.
• What should I do when I get an error in CATS?
• My CATS does not look the same as the pictures in this wiki. Why?
• How do I attach a digital signature to documents in CATS?

• How can I look up a location screen from a number on the screen or marks?
• Can I place units on hold for a specific account without a sale created?
• How to Update Marine Insurance Rates?