Creating and Modifying Traffic Documents [CATS Knowledge Base]

Traffic documents, also called traffic orders or forms, can be generated by and printed from CATS.

The following is a list of traffic document types, any special information about these types, and their usage in CATS.

Adding a traffic form

DO - Delivery Order - Delivery orders are sent to customers, warehouses, or shipping companies to allow transfer of material.
SO - Sampling Order - Sampling orders are used to request samples from sellers on behalf of your company or a customer.
SH - Shipping Advice - Shipping Advices allow you to notify a counterparty (usually a warehouse or customer) of an incoming shipment.
SI - Shipping Instruction - Shipping Instructions are notes sent to a shipping company on what material is being shipped and any special needs for this shipment.
IR - Importer of Record -
NN - Non-Negotiable Receipt - A Non-Negotiable Receipt is used to provide proof of ownership of material. A Warehouse Receipt is considered negotiable unless it is marked non-negotiable.
PC - Pre-Claim Notification - Notification sent prior to making a claim to insurance for material.
SB - Surrender of B/L and Frt - This document is used to request the surrender of bill of lading documents and the freight cargo.
BR - Bank Release - Send a Bank Release to show that you (or a counterparty) are allowed to pick up material.
VS - Vessel Sheet -
PE - Proforma Entry -
FE - Final Entry -
TE - T&E Transportation & Export - A T&E form is sent to customs to
EW - Request for Electronic Whse Receipt -
SD - Shipment Declaration -
FV - Shipping Advice Feeder Vessel - A Shipping Advice created for the feeder vessel instead of the main vessel.
RO - Reconditioning Order -
PO - Production Order - A document sent to the production (also called tolling or processing) house to inform them to process specific material.
WR - Warehouse Release - Send a Warehouse Release to inform a warehouse that material may be released to X counterparty on Y date.

Once you have created a contract and a location screen, you can create any form at any time. However, you may wish to wait until you have information needed on the form filled in on the location screen.

The location screen will show the traffic documents.

Location Screen with Traffic Documents

To add a form, first navigate to a location screen using any method. See wiki An Overview of the Location Screen for help.

Once location screen is picked, proceed to Ord > Add form from the menu bar.

Add Traffic Form

Select a type of traffic form.

Select type of traffic form

Select account code for this form.

Select Account Code

Location screen alert may come up. Say Yes.

Location Screen No Sale Contract

Adding a Form from the Main Menu

Another way to add a form is from the main menu. Go to Traffic > Forms > Add.

Add Form from Main Menu

Select a type of traffic form. Press Save.

Select type of traffic forms

Select account code for this form. Press Apply to continue.

Select Account Code

Once the traffic form is created, there are menu options.

Edit- Allows user to make changes on the traffic form.
Prn- See below Printing Forms.
Del- Delete exsisting marks.
Mark- See below Adding and Editing Marks.
Get Marks- See below section Get Marks.
BuyerRef-
Template- Create a new template or modify an existing one.
Mrk Order- Order marks by certain criteria.
Address- Allows user to edit delivery clerk, release to, deliver to, account of.
Sign- Attach a digital signature to a document.
Sample- This option is only available on a sampling order. Lets user add sample(s) to the order.

After you create an order form, you can add, edit, copy, delete or scan marks. If you choose Marks > Add from top menu bar, you will manually enter information pertinent to this order.

Add marks to a sampling order

Instead of entering information manual, you can choose to select marks from a purchase order. Go to Get Marks > Select from Purchase.

Get marks

Choose the purchase order. Press Continue.

Choose purchase order

Select the traffic screen for marks. Press Continue.

Select the traffic screen for marks

The marks will be on the bottom of the traffic form.

Sampling order with marks shown on bottom

Go to Print.

Print a sampling order

Choose print method you want.

Choose print method

Below is a Sampling Order (SO).

HTML Sampling Order

Column settings control which columns appear and in what order, for all scans in CATS. To change default columns that are printed for any type of form, see the wiki on displayed columns. To change the Marks Column Templates on a single traffic form, go to Marks < Choose Marks Column.