Differences

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

--- cats:procedures:codes:product [2014/12/09 22:07] – amanda
+++ cats:procedures:codes:product [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-=====Creation and Maintenance of Product Codes=====
+=====Product Code Creation and Maintenance=====
 Product-related codes are the basis for all material entered into CATS. This page provides a description of how to enter these codes into CATS and any special features associated with each type of code.
 These codes are found under **Codes & Terms > Product Codes > Product Codes**.
 [{{:cats:procedures:codes:product_accessproductcodes.png|Accessing the Product Codes Area}}]
+{{entry>0;Product/Code;-}}{{entry>0;Code & Value Description;-}}{{entry>0;Product/Categories;-}}{{entry>0;Product/Subcategories;-}}
 ====Product Codes====
@@ Line 60: / Line 62: @@
 ====Description Codes & Values====
+Description codes, also referred to in the system as "grade codes", are types of material that you can buy or sell in CATS. They are linked to a product and are used to create contract items.
+Choose **Add** from the grade code scan to create a new description code.
+[{{:cats:procedures:codes:product_descriptionscan.png|Description Codes Scan}}]
+Fill in the new code to create and pick **Apply** to add the grade code to the system.
+[{{:cats:procedures:codes:product_descriptionadd.png|Add a New Description Code}}]
+Enter all details that you feel are necessary for this grade code. You must correctly enter the value Per and weight Basis fields, or the market value calculation will be incorrect.
+[{{:cats:procedures:codes:product_descriptionedit.png|Edit and Change Description Code Details}}]
+**Cat** - Category code for this grade.\\
+**Sub-Cat** - Optional Subcategory code.\\
+**Group** - Optional code to allow you to group description codes for easier viewing.\\
+**Quality** - Optional code to let you distinguish this grade by adding a quality. The quality code is stored in the Other Traffic Terms area.\\
+**Blend** - Optional field to let you fill in blend information. This field is not coded.\\
+**Dimension** - Optional non-coded field to let you fill in the dimension information for this grade.\\
+**Country** - Coded field for the Country of Origin for this material. If you use costs assigned to country of origin, assigning this country to a grade code may cause CATS to pull in those costs on contract items.\\
+**Measure** - Field to define the default measure for this grade code.\\
+**Weight/Unit** - Amount of weight in one unit of measure of this material. This is used to calculate the exchange lot size and weight of material in the system.\\
+**Basis** - The unit of measure for the weight. If you entered **60** in the **Weight/Unit field**, and **KG** here, the default weight would be 60 kg bags.\\
+**Tare** - Optional field to enter the tare weight for one unit of this material type.\\
+**Units/Load** - Optional field for the number of units per load.\\
+**Wt Factor** - Ratio to weight this material. Use this if you need to weigh this material against an exchange at a ratio other than 1.000.\\
+**Description** - Long Description that will be used on invoices, contracts, and forms, unless the **Description for Contract** field is filled in or you have other settings in place that pull the description in from the contract item.\\
+**Description for Contract** - Long description to be used on contract confirmations. \\
+**Description for Traffic Forms** - Separate description to be added to the Remarks on traffic forms when this grade of material is selected on a form. \\
+**Exchange** - Default exchange code.\\
+**Currency** - Default currency code.\\
+**Per** - Basis for the market value - either LB, KG, etc. \\
+**Market Value** - Market value for this grade code.\\
+===Description Codes & Values Report===
+The description codes report allows you to print a report of description codes, futures values, or destination values for easy viewing.
+===Market Value===
+===Value of Futures===
+===Destination Values===
+{{tag>"product codes" "categories" "description codes" "description values" }}