Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:codes:certification [2024/01/30 17:10] – [Enabling the Certification Feature] amanda | cats:procedures:codes:certification [2024/02/02 19:18] (current) – [Showing Certifications on Documents] tom | ||
---|---|---|---|
Line 2: | Line 2: | ||
The Certification feature allows you to apply certification levels 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 up 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 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. | ||
Line 8: | Line 9: | ||
* Certification levels can be tied to contract flags. | * 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.</ | ||
====Enabling the Certification Feature==== | ====Enabling the Certification Feature==== | ||
The certification feature must be enabled before the system will display any options relating to certification. | 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. | From the main menu go to **Maintenance > Setup > System Setup** then choose the //Contract Item Screen// tab. | ||
+ | [{{: | ||
+ | Check the option to "Show certification on item screen." | ||
- | [{{: | + | [{{: |
- | Check the option | + | Now you will be able to manage certifications on the item screen. |
+ | |||
+ | ====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**. | ||
+ | [{{: | ||
+ | |||
+ | A certification | ||
+ | |||
+ | < | ||
+ | |||
+ | You can see groups from the Certifications Scan if you pick **Tools** > **Certification Groups**. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | ===Modify Certification Groups=== | ||
+ | From the Certification Groups scan, select | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Enter the certification group code for the new entry. This must be unique.\\ | ||
+ | [{{: | ||
+ | Pick Apply to continue. | ||
+ | |||
+ | On the next screen, enter or modify details about this group. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | * //Name//: The long name for this group. | ||
+ | * //Active// tag - Keep this checked to continue using this group. | ||
+ | * //Label//: How this group will appear in CATS on certification documents/ | ||
+ | * //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. | ||
+ | * //Show counterparty number in address.// option: Displays the counterparty' | ||
+ | * //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. | ||
Line 31: | 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. | 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 |
[{{: | [{{: | ||
Line 47: | Line 84: | ||
* //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==== | ||
Line 85: | Line 102: | ||
Then add the " | Then add the " | ||
- | < | + | < |
===Show Certifications on Traffic Documents=== | ===Show Certifications on Traffic Documents=== | ||
Line 117: | Line 134: | ||
<note important> | <note important> | ||
- | |||
- | <note tip>The certification code also shows up in the item listing on the contract main screen.</ | ||