Differences

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

--- cats:procedures:codes:certification [2024/01/24 22:12] – amanda
+++ cats:procedures:codes:certification [2024/02/02 19:18] (current) – [Showing Certifications on Documents] tom
@@ Line 1: / Line 1: @@
 =====Working With Certifications=====
-The Certification feature allows you to apply certification codes to contract items.
+The Certification feature allows you to apply certification levels to contract items.
-These are customizable costs and values that you can set to pull in automatically for tagged contract items. They can be tied to contract flags.
+These are customizable costs and values that you can set up to pull in automatically for tagged contract items.
+[{{:cats:procedures:codes:certifications_addcertificationleveltoscreen.png|Add or remove a certification level on a contract item screen.}}]
-Certifications can be set to display on contract confirms, traffic documents, and printed invoices. Multiple certifications can be applied to a contract item, but only one certification per each certification group can be applied. Certifications can be used on purchases or sales. Certifications can have cost and valuation effects.
+  * Certifications can be used on purchases or sales. Certifications can have cost and valuation effects.
+  * Certifications can be set to display on contract confirms, traffic documents, and printed invoices.
-On the contract item screen at the top it will display the certifications that have already been attached. If no certifications are attached, then the link will show "Add certification..."
+  * Multiple certifications can be applied to a contract item, but only one certification per each certification group can be applied.
+  * Certification levels can be tied to contract flags.
 <note tip>The certification code also shows up in the item listing on the contract main screen.</note>
+====Enabling the Certification Feature====
+The certification feature must be enabled before the system will display any options relating to certification.
-Clicking on the certification link or choosing **Cert** from the contract item screen menu will open up the certification dialog.
+From the main menu go to **Maintenance > Setup > System Setup** then choose the //Contract Item Screen// tab.
+[{{:cats:procedures:codes:settings_accesssystemsetup.png|Go to Maintenance, Setup, System Setup, then pick the Contract Item Screen tab. }}]
+Check the option to "Show certification on item screen." to enable the certification feature. Then select "Save" to save your changes and exit the window.
-[{{:cats:procedures:codes:pasted:20230719-130626.png|A sample contract item screen with the certification dialog visible showing a single certification for "RFA-IP".}}]
+[{{:cats:procedures:codes:certifications_turnoncertificationsetting.png|The "Contract Item Screen" tab of the System Setup dialog. The "Show certification on item screen." option is circled.}}]
-From the certification dialog, clicking on the //Add Certification// button will bring up a list of active certifications.
+Now you will be able to manage certifications on the item screen.
-If you select a certification from the list that is part of a certification group that is already selected for this contract item, you will be prompted to replace the existing certification with the one you selected.
+====Managing Certification Groups====
+Before you add certification levels, you should set up your certification groups.
+First, access the certifications area. Go to **Codes & Terms** > **Cost Codes** > **Certifications**.
+[{{:cats:procedures:codes:certifications_costcodes_certificationsmenu.png|Access the Codes & Terms, Cost Codes, Certifications area.}}]
-[{{:cats:procedures:codes:pasted:20230719-135113.png|A Yes/No dialog prompting the user to "Replace RFA certification 'RFA Mass Balance' with 'RFA Segregated'?"}}]
+A certification group lets you denote which certification levels are allowed to overlap on contract items. Only one certification level per group can be applied to a contract item. This is to prevent you from marking items as conflicting levels.
-Choose //Yes// here to replace the existing certification. If you choose //No//, the certification on the contract item will not change.
+<note>The groups ''FT'' ( Fair Trade) and ''FTUSA'' (Fair Trade USA) are added automatically once you turn on certifications.</note>
-To remove a certification, highlight it in the listing and select //Remove//.
+You can see groups from the Certifications Scan if you pick **Tools** > **Certification Groups**.
-Once you have finished working with the certification dialog you can close it by pressing "Esc" or by clicking anywhere on the contract item screen. The changes you made will now be reflected on the screen.
+[{{:cats:procedures:codes:certifications_tools_certificationgroups_menu.png|From the certifications scan, pick Tools and Certification Groups to add or edit a certification group.}}]\\
-<note important>Adding or removing certifications from a contract item can have effects on the estimated costs and the valuation for that item.</note>
+===Modify Certification Groups===
+From the Certification Groups scan, select **Add** from the menu to create a new group, or **Edit** to modify existing groups.
-====Showing Certifications on Documents====
+[{{:cats:procedures:codes:certifications_certificationgroupslistadd.png|Pick Add to create a new certification group.}}]
-To configure CATS to display the certification on document output a "Certification" column should be added to the column definitions for that document.
-Use the [[cats:settings:displayedcolumns|Displayed Columns]] option in Settings.
+Enter the certification group code for the new entry. This must be unique.\\
+[{{:cats:procedures:codes:certifications_addcertificationgroupcode.png|Select Add to create a new Certification Group and enter a new code.}}]
+Pick Apply to continue.
-===Show Certifications on Contract Confirms===
+On the next screen, enter or modify details about this group.
-To modify the contract confirm item listing, select the **CF** column definition.
-Then add the "Certification" column definition.
+[{{:cats:procedures:codes:certifications_addeditcertificationgroupdetails.png|Enter or modify details about this group.}}]
-<note>If your contract confirmation does not use the item listing, the certifications will show up as part of the grade description.</note>
+  * //Name//: The long name for this group.
+  * //Active// tag - Keep this checked to continue using this group.
-===Show Certifications on Traffic Documents===
+  * //Label//: How this group will appear in CATS on certification documents/details.
-To modify the marks listing on traffic documents, select the **MK** column definition or the column definition specific to that traffic document (e.g. **MKDO** for Delivery Order).
+  * //Short Tag//: Tag to use instead of the long name, when the long name usage would not fit in the display.
+  * //ID Number Length//: The length of the ID field for this group. Set this value to show a corresponding ID field on the counterparty screen.
-Then add either the "Certification" column definition (for the certifications on the purchase) or "Certification Sale" for the certification on the sale.
+  * //Show counterparty number in address.// option: Displays the counterparty's ID number in their address on printed documents.
+  * //Show supplier information.// option: Displays the supplier details on documents for items tagged with certifications in this group.
-===Show Certifications on Invoices===
-To modify the marks listing on invoices, select the **MKIV** column definition.
-Then add either the "Certification" column definition (for the certifications on the purchase) or "Certification Sale" for the certification on the sale.
-====Enabling the Certification Feature====
-The certification feature must be enabled before the system will display any options relating to certification.
-From the main menu go to **Maintenance > Setup > System Setup** then choose the //Contract Item Screen// tab.
-[{{:cats:procedures:codes:pasted:20230719-134647.png|The "Contract Item Screen" tab of the System Setup dialog. The "Show certification on item screen." option is circled.}}]
-Check the option to "Show certification on item screen." to enable the certification feature.
 ====Managing Certifications====
 Use the Certification scan to add or modify the certifications.
 From the main menu, go to **Code and Terms > Cost Codes > Certification** to open up the scan.
+[{{:cats:procedures:codes:certifications_costcodes_certificationsmenu.png|Access the Codes & Terms, Cost Codes, Certifications area.}}]
 ===Add a Certification===
-From the Certification scan menu select **Add**
+From the Certification level scan, select **Add** from the menu.
 The new certification dialog will be shown.
@@ Line 72: / Line 68: @@
 Enter the code for the new certification here. This code must be unique and will be what is displayed on the contract item screen.
-===Modify a Certification===
+===Modify a Certification Level===
-From the Certification scan menu select **Edit**
+From the Certification Level scan, highlight the item you want to modify and pick **Edit**.
 [{{:cats:procedures:codes:pasted:20230719-131233.png|The modify certification dialog box.}}]
@@ Line 89: / Line 85: @@
   * //Copy from sale to purchase// Automatically copy this certification code from the sale to the purchase on allocation.
-====Managing Certification Groups====
+====Counterparty Certification Numbers====
-The list of certification groups can be modified.
+Certification source groups that have a value for ID Number Length will display a field on the counterparty account screen for that ID number.
-From the Certification scan, select **Tools > Certification Groups** from the menu.
+[{{:cats:procedures:codes:pasted:20230719-133228.png|A sample counterparty account screen for "Coffee Buyers Demo Company." Fields for "RFA #" and "SUPER #" have been highlighted.}}]
-===Add a Certification Group===
+The certification ID can be up to 20 characters long.
-From the Certification Groups scan, select **Add** from the menu.
-[{{:cats:procedures:codes:pasted:20230719-132236.png|The add certification group dialog.}}]
+====Showing Certifications on Documents====
+To configure CATS to display the certification on document output a "Certification" column should be added to the column definitions for that document.
-Enter the certification group code for the new entry. This must be unique.
+Use the [[cats:settings:displayedcolumns|Displayed Columns]] option in Settings.
-===Modify a Certification Group===
+===Show Certifications on Contract Confirms===
-From the Certification Groups scan, select **Edit** from the menu.
+To modify the contract confirm item listing, select the **CF** column definition.
-[{{:cats:procedures:codes:pasted:20230719-132336.png|The modify certification group dialog. Showing a "Rain Forest Alliance" group.}}]
+Then add the "Certification" column definition.
-  * //Name// The display name for this group.
+<note>If your contract confirmation settings do not use the item listing, certifications will show up in the text with the item's grade description.</note>
-  * //ID Number Length// The length of the ID field for this group. Set this value to show a number field on the counterparty screen.
-====Counterparty Certification Numbers====
+===Show Certifications on Traffic Documents===
-Certification source groups that have a value for ID Number Length will display a field on the counterparty account screen for that ID number.
+To modify the marks listing on traffic documents, select the **MK** column definition or the column definition specific to that traffic document (e.g. **MKDO** for Delivery Order).
-[{{:cats:procedures:codes:pasted:20230719-133228.png|A sample counterparty account screen for "Coffee Buyers Demo Company." Fields for "RFA #" and "SUPER #" have been highlighted.}}]
+Then add either the "Certification" column definition (for the certifications on the purchase) or "Certification Sale" for the certification on the sale.
-The certification ID can be up to 20 characters long.
+===Show Certifications on Invoices===
+To modify the marks listing on invoices, select the **MKIV** column definition.
+Then add either the "Certification" column definition (for the certifications on the purchase) or "Certification Sale" for the certification on the sale.
+On the contract item screen at the top it will display the certifications that have already been attached. If no certifications are attached, then the link will show "Add certification..."
+Clicking on the certification link or choosing **Cert** from the contract item screen menu will open up the certification dialog.
+[{{:cats:procedures:codes:pasted:20230719-130626.png|A sample contract item screen with the certification dialog visible showing a single certification for "RFA-IP".}}]
+From the certification dialog, clicking on the //Add Certification// button will bring up a list of active certifications.
+If you select a certification from the list that is part of a certification group that is already selected for this contract item, you will be prompted to replace the existing certification with the one you selected.
+[{{:cats:procedures:codes:pasted:20230719-135113.png|A Yes/No dialog prompting the user to "Replace RFA certification 'RFA Mass Balance' with 'RFA Segregated'?"}}]
+Choose //Yes// here to replace the existing certification. If you choose //No//, the certification on the contract item will not change.
+To remove a certification, highlight it in the listing and select //Remove//.
+Once you have finished working with the certification dialog you can close it by pressing "Esc" or by clicking anywhere on the contract item screen. The changes you made will now be reflected on the screen.
+<note important>Adding or removing certifications from a contract item can have effects on the estimated costs and the valuation for that item.</note>
+====Creating Certification Documents====
+Using the **Open Entry** Form type, you can import certification information and create a custom traffic document. \\
+===Adding an Open Entry Form===
+Just as you would with any other form, you can add an Open Entry form from the location screen or from the main screen. Adding from the location screen allows you to pull information directly from that screen.\\
+===Refreshing the Certification Note===
+Once you have added marks and other information to the form, you can click on the blue circling arrows to make CATS refresh and pull in a note about the certifications on the related contract.