CATS has a search feature that can be used to quickly search and pull up the item/procedure you are searching. Access invoices, contracts, accounts, traffic forms from the quick menu interface by entering the identifier. Users can do this one of two ways: Search all skills or enter the one-character code for the “skill”.

There a few ways to access this feature. Go to ? > Search or press F5 (Ctrl + F5 on web-based) while in CATS. This will pull up a search bar.

Enter a search term in the box

Enter a search item term and CATS will give a list. Click on the item and continue as usual.

Search terms

(For example, search the term add contract and go directly to adding a contract)

Search add contract to pull up adding a contract

Accessing Invoices, Contracts, Counter-party Accounts, Traffic Forms from the quick menu interface by entering the one or two-character skill code and then a space followed by the search criteria for that skill.
Skill character codes:

• Accounts a: find counter-party accounts by account code.
  • (example) a BREW lists accounts that start with “BREW”.
• Reports r: list user designed reports by their save name.
  • (example) r MTM lists all reports saved with “MTM” in their name.
• Invoices “i”: find active purchase/sale invoices using counter-party account code and/or invoice number.
  • (example) i 515 lists all invoices with numbers starting with “515”.
  • (example) i BREW lists all invoices for counter-parties with account codes that start with “BREW”.
  • (example) i 515 BREW lists all invoices with numbers starting with “515” for counter-parties whose codes start with “BREW”.
• Contracts p or s: find contracts using counter-party account code or contract number.
  • (example) s 160112 finds the sale contract with number “160112”.
  • (example) p BREW finds purchase contracts for sellers whose account code starts with “BREW”.
  • (example) p BREW 231 finds purchase contracts for counter-parties whose account code starts with “BREW” with a contract number that starts with “231”.
• Delivery Order do: list delivery order traffic forms by counter-party account code or DO number.
• Sampling Order so: list sampling order traffic forms by counter-party account code or SO number.
• Shipping Advice sh: list shipping advice traffic forms by counter-party account code or SH number.
• Shipping Instructions si: list shipping instruction traffic forms by counter-party account code or SI number.