Differences

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

--- cats:procedures:codes:terms [2014/12/08 16:21] – amanda
+++ cats:procedures:codes:terms [2019/10/10 20:06] (current) – [Shipment Terms] amanda
@@ Line 1: / Line 1: @@
 =====Creating and Modifying Terms=====
+{{entry>0;Terms/Payment;-}}{{entry>0;Terms/Shipment;-}}{{entry>0;Terms/BL;-}}{{entry>0;Terms/Weighing;-}}
 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.
-<note>Keep in mind that you may not need to consider all special functions depending on your company's usage of CATS.</note>
-[{{:cats:procedures:codes:terms_paymenttermsaccess.png|Accessing the Terms Codes}}]
+[{{:cats:procedures:codes:codes_terms_shipmentterms_menu.png?direct|Accessing the Terms Codes}}]
 ====Shipment Terms====
 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.
-[{{:cats:procedures:codes:terms_shipmenttermsscan.png|Scanning the Shipment Terms}}]
+[{{:cats:procedures:codes:code_terms_shipmentterms.png?direct|Scanning the Shipment Terms}}]
 After you pick **Add**, you will be asked to enter a new code. Enter the code and pick **Apply**.
 [{{:cats:procedures:codes:terms_shipmenttermsadd.png|Enter a Code for the New Shipment Term}}]
-Enter relevant details about this term.
+Enter relevant details about this term and pick **Apply**.\\
 [{{:cats:procedures:codes:terms_shipmenttermsedit.png|Entering the Terms Detail}}]
@@ Line 21: / Line 19: @@
 **Show on invoice** - Choose to display the full text of the **Description** field on the invoice instead of just the grade code. \\
 **Append Field**  - With this drop-down box you can select to add the Origin code, Origin Long Name, Destination code, or Destination Long Name to the contract terms when they appear on the confirmation. \\
-**Connecting Language** - Language to use for appending the field above. If you wrote ''**From Origin**'' in this field, and elected to add the Origin code above, you would see **''From Origin: BRAZIL''** (for example) on the confirmation. \\
+**Connecting Language** - Language to use for appending the field above. If you wrote ''**From Origin**'' in this field, and elected to add the Origin code above, you would see ''**From Origin: BRAZIL**'' (for example) on the 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 ''**CIF Contract**'' and it would show up on the contract confirmation.
-===Mark to Market Pricing===
+===Shipment Terms Usage===
+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.
 [{{:cats:procedures:codes:terms_marktomarketsystemvariable.png|Setting to Use Terms to Value Contracts}}]
 ===Insurance Reports===
 The shipment terms can also affect what items are shown on the Marine and Warehouse insurance reports. This is a system setting.
 [{{:cats:procedures:codes:terms_marineinsurancemethod.png|Marine Insurance Method Using Terms}}]
@@ Line 105: / Line 105: @@
 [{{:cats:procedures:codes:terms_bltermsscan.png|Scanning Bill of Lading Terms}}]
-Fill in the new code, then click the *Apply* button to proceed. CATS will show you the term and the description to be displayed on Shipping Instructions.
+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.
 [{{:cats:procedures:codes:terms_bltermsedit.png|Edit BL Terms Description}}]
 Choose **Exit** from the toolbar menu to leave the review terms screen and return to scanning terms.
 [{{:cats:procedures:codes:terms_bltermsreview.png|Review modified BL Terms}}]
+The B/L Terms can be entered when you create a Shipping Instruction.
+[{{:cats:procedures:codes:terms_bltermsonsi.png|BL Terms on SI Form}}]
 ====Trader====
@@ Line 127: / Line 130: @@
 CATS will display details about the trader you just created. Select **Exit** to return to the trader scan.
+The trader code can be entered when you create a new contract in CATS.
+[{{:cats:procedures:codes:terms_traderoncontract.png|Trader Code on Contract Main Screen}}]
+{{tag>"payment terms" "shipment terms" "bl terms" "trader" "weighing terms" "adding terms"}}{{entry>0;Terms/Trader;-}}{{entry>0;Trader;-}}{{entry>0;Payment Terms;-}}{{entry>0;Shipment Terms;-}}{{entry>0;Weighing Terms;-}}{{entry>0;BL Terms;-}}