Differences

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

--- cats:analytics:inventorymatching [2019/04/30 14:44] – [Printing a Check Contracts Report] amanda
+++ cats:analytics:inventorymatching [2019/05/13 17:23] (current) – [Calculating the Accounting-Based Inventory] amanda
@@ Line 3: / Line 3: @@
 ====Printing a Check Contracts Report====
-The Check Contracts procedure recalculates all of the units and weight on open contracts, such as allocated, billed, and booked units. This procedure will ensure that any contracts and invoices that were unallocated, changed, or deleted will be accurately reflected in the system. In general, CATS automatically recalculates contracts when actions affecting inventory are taken in CATS, but occasionally the contract needs to be recalculated manually.
+In general, CATS automatically recalculates contracts when users perform actions affecting inventory, but occasionally contracts need to be recalculated manually. From the main contract screen, you can pick **Recalc** to run a recalculation on a single contract. The **Check Contracts** feature does the same thing for all open contracts in the system.
-This procedure also shows a printout of any issues it finds with units and weight.
 From the main menu, select **Maintenance** > **Recalculations/Checks** > **Check Contracts**.
 [{{:cats:analytics:inventorycomparison_checkcontractsaccess.png|Accessing the Check Contracts feature. }}]
+Leave the default settings as they are, or change them to fit your needs, such as using a contract range or telling CATS not to check the unit weight against the grade code unit weight. [{{:cats:analytics:inventorycomparison_checkcontractsoptions.png|Choose options on the Check Contracts report.}}]
+You will be shown a printout of any issues the recalculation finds with units and weights, overbought or oversold inventory, and more.
 ====Calculating the Accounting-Based Inventory====
+The accounting-based inventory calculation uses the units and weight on posted purchase invoices in CATS, minus the units and weight on sales invoices in CATS for each contract. To determine the current inventory amounts, you would need to print either an **Open Position** report or an **Inventory** report. These reports have very similar features and data options available on both. For the purposes of this example, we will use an **Inventory** report.
+Print an Inventory report.
 ====Calculating the Traffic-Based Inventory====