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cats:procedures:codes:terms [2014/12/08 16:02] – amanda | cats:procedures:codes:terms [2019/10/10 20:06] (current) – [Shipment Terms] amanda | ||
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=====Creating and Modifying Terms===== | =====Creating and Modifying Terms===== | ||
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This page details how to enter and modify the codes found under the **Codes & Terms > Terms** menu. Besides the basic function of allowing you to use a code to identify and pull in text on contracts, invoices, traffic forms, and other CATS documents, several of these codes have special actions in CATS. Each of these functions will be explained briefly below. | This page details how to enter and modify the codes found under the **Codes & Terms > Terms** menu. Besides the basic function of allowing you to use a code to identify and pull in text on contracts, invoices, traffic forms, and other CATS documents, several of these codes have special actions in CATS. Each of these functions will be explained briefly below. | ||
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- | All of these types of terms have the same toolbar menu, which allows you to add, edit, and delete codes from their respective lists. | + | |
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- | To create a new Term Code, select **Add**. To edit an existing code, pick **Edit**. | + | |
====Shipment Terms==== | ====Shipment Terms==== | ||
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The shipment terms are codes CATS uses as shorthand for the terms you have agreed to with your counterparty on a contract. Shipment terms can be created to indicate Free On Board; Cost, Insurance & Freight; Cost and Freight; Exdock, or any other terms you need to use. | The shipment terms are codes CATS uses as shorthand for the terms you have agreed to with your counterparty on a contract. Shipment terms can be created to indicate Free On Board; Cost, Insurance & Freight; Cost and Freight; Exdock, or any other terms you need to use. | ||
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After you pick **Add**, you will be asked to enter a new code. Enter the code and pick **Apply**. | After you pick **Add**, you will be asked to enter a new code. Enter the code and pick **Apply**. | ||
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- | Enter relevant details about this term. | + | Enter relevant details about this term and pick **Apply**.\\ |
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**Form of Contract** - Allows you to associate these terms with a confirmation template, for use of specific language as noted below.\\ | **Form of Contract** - Allows you to associate these terms with a confirmation template, for use of specific language as noted below.\\ | ||
**Show on invoice** - Choose to display the full text of the **Description** field on the invoice instead of just the grade code. \\ | **Show on invoice** - Choose to display the full text of the **Description** field on the invoice instead of just the grade code. \\ | ||
**Append Field** | **Append Field** | ||
- | **Connecting Language** - Language to use for appending the field above. If you wrote '' | + | **Connecting Language** - Language to use for appending the field above. If you wrote '' |
**Language for Contract Conditions** - If nothing is entered here, CATS will use the **Description** field instead to populate the **Terms** field of the contract confirmation. \\ | **Language for Contract Conditions** - If nothing is entered here, CATS will use the **Description** field instead to populate the **Terms** field of the contract confirmation. \\ | ||
**Language for Contract Type** - If you choose to associate the terms with a contract template (see above), you can choose the language to appear here. So if you associated this term with the CIF contract confirmation template, you could write '' | **Language for Contract Type** - If you choose to associate the terms with a contract template (see above), you can choose the language to appear here. So if you associated this term with the CIF contract confirmation template, you could write '' | ||
- | ===Mark to Market Pricing=== | + | ===Shipment Terms Usage=== |
- | Shipment terms are used by CATS to determine how material will be valued. If an item is entered as FOB, then no further calculations are required to determine the market value of that item, if your system setup uses FOB valuation of open contracts. This is a system setting. | + | Shipment terms codes can affect other areas of CATS. |
+ | ===Mark to Market Pricing=== | ||
+ | Shipment terms are used by CATS to determine how material will be valued. If an item is entered as FOB, then no further calculations are required to determine the market value of that item, if your system setup uses FOB valuation of open contracts. This is a system setting. | ||
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===Insurance Reports=== | ===Insurance Reports=== | ||
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The shipment terms can also affect what items are shown on the Marine and Warehouse insurance reports. This is a system setting. | The shipment terms can also affect what items are shown on the Marine and Warehouse insurance reports. This is a system setting. | ||
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Also, if you are using a marine insurance percentage table, the terms can be set up to use different rates based on each shipment term. This is an option available to you in CATS. | Also, if you are using a marine insurance percentage table, the terms can be set up to use different rates based on each shipment term. This is an option available to you in CATS. | ||
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Payment term codes are used to append language to invoices and contracts indicating the terms of payment for particular material. <note tip> | Payment term codes are used to append language to invoices and contracts indicating the terms of payment for particular material. <note tip> | ||
+ | Pick **Add** or **Edit** from the payment term scan to create or modify an existing payment term code. | ||
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- | Pick **Add** or **Edit** from the payment term scan to create or modify an existing payment term code. | + | Enter the code to create, then choose |
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CATS will show you fields you can choose to fill in or leave blank, depending on your company' | CATS will show you fields you can choose to fill in or leave blank, depending on your company' | ||
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**Description** - The default description for this payment term code. Will be used on contracts if no **Description for Contract** is provided. Is used on invoices and elsewhere in the system. \\ | **Description** - The default description for this payment term code. Will be used on contracts if no **Description for Contract** is provided. Is used on invoices and elsewhere in the system. \\ | ||
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**Description for Contract** - Explanation and detail text to be used on the contract confirmation.\\ | **Description for Contract** - Explanation and detail text to be used on the contract confirmation.\\ | ||
**Letter of Credit Type** - Allows you to assign a letter of credit type to this payment terms code. \\ | **Letter of Credit Type** - Allows you to assign a letter of credit type to this payment terms code. \\ | ||
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Now see the changes made to this item below. | Now see the changes made to this item below. | ||
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- | The total weight loss is **'''' | + | |
+ | The total weight loss is **'' | ||
====B/L Terms==== | ====B/L Terms==== | ||
+ | The Bill of Lading term codes are used to pull text onto Shipping Instruction type traffic forms. | ||
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+ | Select **Add** from the menu to create a new term. | ||
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+ | Fill in the new code and a description for the **Name** field, then click the *Apply* button to proceed. CATS will show you the term and the description to be displayed on Shipping Instructions. | ||
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+ | Choose **Exit** from the toolbar menu to leave the review terms screen and return to scanning terms. | ||
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+ | The B/L Terms can be entered when you create a Shipping Instruction. | ||
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====Trader==== | ====Trader==== | ||
+ | The trader file is used to indicate who made a trade (closed a deal on a contract) that has been added to CATS. This can be useful for printing reports of what each Trader ID has accomplished over a set period of time. | ||
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+ | To add a trader code to CATS, pick **Add** from the scan. | ||
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+ | Enter the new code and choose **Apply**. | ||
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+ | Fill in the **Name** field and pick **Apply** to continue. | ||
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+ | CATS will display details about the trader you just created. Select **Exit** to return to the trader scan. | ||
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+ | The trader code can be entered when you create a new contract in CATS. | ||
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