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cats:procedures:codes:certification [2024/01/25 18:51] – amanda | cats:procedures:codes:certification [2024/02/02 19:18] (current) – [Showing Certifications on Documents] tom | ||
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=====Working With Certifications===== | =====Working With Certifications===== | ||
- | The Certification feature allows you to apply certification | + | The Certification feature allows you to apply certification |
- | These are customizable costs and values that you can set to pull in automatically for tagged contract items. | + | These are customizable costs and values that you can set up to pull in automatically for tagged contract items. |
+ | [{{: | ||
- | 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 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. | ||
+ | * Certification levels | ||
- | On the contract | + | <note tip>The certification code also shows up in the item listing on the contract |
+ | ====Enabling | ||
+ | The certification feature must be enabled before the system | ||
- | Clicking on the certification link or choosing | + | From the main menu go to **Maintenance > Setup > System Setup** then choose |
+ | [{{: | ||
+ | Check the option to "Show certification on item screen." to enable | ||
- | [{{: | + | [{{: |
- | From the certification dialog, clicking | + | Now you will be able to manage certifications |
- | If you select a certification | + | ====Managing Certification Groups==== |
+ | Before | ||
+ | First, access | ||
+ | [{{: | ||
- | [{{: | + | A certification group lets you denote which certification levels are allowed |
- | Choose //Yes// here to replace the existing certification. If you choose //No//, the certification | + | < |
- | To remove a certification, | + | You can see groups from the Certifications Scan if you pick **Tools** > **Certification Groups**. |
- | Once you have finished working with the certification | + | [{{: |
- | <note important> | + | ===Modify Certification Groups=== |
+ | From the Certification Groups scan, select **Add** | ||
- | <note tip> | + | [{{: |
- | ====Enabling | + | Enter the certification |
- | The certification | + | [{{: |
+ | Pick Apply to continue. | ||
- | From the main menu go to **Maintenance > Setup > System Setup** then choose the //Contract Item Screen// tab. | + | On the next screen, enter or modify details about this group. |
- | [{{: | + | [{{: |
- | Check the option | + | * //Name//: The long name for this group. |
+ | * //Active// tag - Keep this checked | ||
+ | * //Label//: How this group will appear in CATS on certification | ||
+ | * //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 | ||
+ | * //Show counterparty number in address.// option: Displays | ||
+ | * //Show supplier information.// | ||
====Managing Certifications==== | ====Managing Certifications==== | ||
Use the Certification scan to add or modify the 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. | From the main menu, go to **Code and Terms > Cost Codes > Certification** to open up the scan. | ||
+ | [{{: | ||
===Add a Certification=== | ===Add a Certification=== | ||
- | From the Certification scan menu select **Add** | + | From the Certification |
The new certification dialog will be shown. | The new certification dialog will be shown. | ||
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Enter the code for the new certification here. This code must be unique and will be what is displayed on the contract item screen. | 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 |
- | From the Certification scan menu select | + | From the Certification |
[{{: | [{{: | ||
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* //Copy from purchase to sale// Automatically copy this certification code from the purchase to sale on allocation | * //Copy from purchase to sale// Automatically copy this certification code from the purchase to sale on allocation | ||
* //Copy from sale to purchase// Automatically copy this certification code from the sale to the purchase on allocation. | * //Copy from sale to purchase// Automatically copy this certification code from the sale to the purchase on allocation. | ||
- | |||
- | ====Managing Certification Groups==== | ||
- | The list of certification groups can be modified. | ||
- | |||
- | From the Certification scan, select **Tools > Certification Groups** from the menu. | ||
- | |||
- | ===Add a Certification Group=== | ||
- | From the Certification Groups scan, select **Add** from the menu. | ||
- | |||
- | [{{: | ||
- | |||
- | Enter the certification group code for the new entry. This must be unique. | ||
- | |||
- | ===Modify a Certification Group=== | ||
- | From the Certification Groups scan, select **Edit** from the menu. | ||
- | |||
- | [{{: | ||
- | |||
- | * //Name// The display name for this group. | ||
- | * //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==== | ====Counterparty Certification Numbers==== | ||
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Then add the " | Then add the " | ||
- | < | + | < |
===Show Certifications on Traffic Documents=== | ===Show Certifications on Traffic Documents=== | ||
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Then add either the " | Then add either the " | ||
+ | |||
+ | |||
+ | 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. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | From the certification dialog, clicking on the //Add Certification// | ||
+ | |||
+ | 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. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | 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, | ||
+ | |||
+ | Once you have finished working with the certification dialog you can close it by pressing " | ||
+ | |||
+ | <note important> | ||
+ | |||
====Creating Certification Documents==== | ====Creating Certification Documents==== |