cats:procedures:codes:terms

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cats:procedures:codes:terms [2017/03/09 16:20] – [Payment Terms] jencats:procedures:codes:terms [2019/10/10 20:06] (current) – [Shipment Terms] amanda
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 {{entry>0;Terms/Payment;-}}{{entry>0;Terms/Shipment;-}}{{entry>0;Terms/BL;-}}{{entry>0;Terms/Weighing;-}} {{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. 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:codes_terms_shipmentterms_menu.png?direct|Accessing the Terms Codes}}] [{{:cats:procedures:codes:codes_terms_shipmentterms_menu.png?direct|Accessing the Terms Codes}}]
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 **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**  - 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. \\  **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 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.  **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. 
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 ===Shipment Terms Usage=== ===Shipment Terms Usage===
  
-Shipment terms codes can affect other areas of CATS, including the following items:+Shipment terms codes can affect other areas of CATS.
  
 ===Mark to Market Pricing=== ===Mark to Market Pricing===
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 Pick **Add** or **Edit** from the payment term scan to create or modify an existing payment term code.  Pick **Add** or **Edit** from the payment term scan to create or modify an existing payment term code. 
-[{{:cats:procedures:codes:terms_paymenttermsscan.png|Scanning Payment Terms Codes}}]\\+[{{:cats:procedures:codes:terms_paymenttermsscan.png|Scanning Payment Terms Codes}}]
  
 Enter the code to create, then choose **Apply**. Enter the code to create, then choose **Apply**.
  • cats/procedures/codes/terms.1489076423.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)