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cats:procedures:contract:addcontract [2015/02/03 21:05] – amanda | cats:procedures:contract:addcontract [2019/01/11 16:43] – [Add Items Using Shop] jen | ||
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This is a step-by-step description of how to create new contracts in CATS. A contract is what CATS uses to represent a set of trades linked to a legally binding contract. | This is a step-by-step description of how to create new contracts in CATS. A contract is what CATS uses to represent a set of trades linked to a legally binding contract. | ||
+ | {{entry> | ||
====Creating a New Contract==== | ====Creating a New Contract==== | ||
- | From the main menu, select File > Contracts > Purchase > Add. | + | From the main menu, select |
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- | You will be prompted to enter a new contract number for this contract.CATS automatically increments the next contract number available in the file. | + | You will be prompted to enter a new contract number for this contract. CATS automatically increments the next contract number available in the file. |
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A blank contract details screen will now pop up. | A blank contract details screen will now pop up. | ||
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- | Enter the relevant information for the new contract. A contract must have a **Date**, counterparty **Account** | + | Enter the relevant information for the new contract. A contract must have a **Date**, counterparty **Account**, **Terms**, and **Country**. |
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+ | If you do not know the correct code, enter **'' | ||
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+ | When you have finished filling in fields, select **Save** from the menu (or press [F2]) to proceed. | ||
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Next, CATS will prompt you to enter a new contract item. | Next, CATS will prompt you to enter a new contract item. | ||
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====Entering Physical Trade (Item) Information==== | ====Entering Physical Trade (Item) Information==== | ||
Each item on a contract represents a physical trade. When first entering a contract item, all fields are editable. After the item is saved, each area is editable separately by using the menu items. | Each item on a contract represents a physical trade. When first entering a contract item, all fields are editable. After the item is saved, each area is editable separately by using the menu items. | ||
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===The Grade and Optional Identifier=== | ===The Grade and Optional Identifier=== | ||
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<note tip>To access the contract item directly from the main menu, choose File > Contracts > Purchase > Item and then select " | <note tip>To access the contract item directly from the main menu, choose File > Contracts > Purchase > Item and then select " | ||
- | ===Shipment Position=== | + | ===Shipment Position |
Fill in the shipment position. This is the month under which this material will appear on open position reports. Enter the Arrival/ | Fill in the shipment position. This is the month under which this material will appear on open position reports. Enter the Arrival/ | ||
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To modify the shipment position on an existing item, select **Shp** from the toolbar menu. | To modify the shipment position on an existing item, select **Shp** from the toolbar menu. | ||
- | There is also an optional **Note** field here. To change the grade note, choose **&** from the menu. | + | There is also an optional **Note** field here. To change the grade note, choose **&** from the menu. This grade note is often used for contract confirmation details. |
====Pricing Options==== | ====Pricing Options==== | ||
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===Differential Price=== | ===Differential Price=== | ||
- | Enter the differential, | + | Enter the differential, |
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The item now shows the 4 lots to be fixed. | The item now shows the 4 lots to be fixed. | ||
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To edit the differential price on an existing item, select **Dffntl$** from the menu to enter the price as a differential. Enter the differential, | To edit the differential price on an existing item, select **Dffntl$** from the menu to enter the price as a differential. Enter the differential, | ||
====Save Changes==== | ====Save Changes==== | ||
- | When you have finished entering position and pricing information, | + | When you have finished entering position and pricing information, |
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+ | Select **Exit** to return to the main contract screen or **Add** to create a new item. | ||
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+ | - | ||
+ | ====Add Items Using Shop==== | ||
+ | Add new items and allocate purchases to any sale contract using Shop. The Shop feature is found on every sale, new or existing. | ||
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+ | Use this dialog menu to add items to a sale contract by " | ||
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+ | **Select Traffic Screen** - Search by purchase, grade or loc number. Highlight location screen you want to use and the press **Continue**.\\ | ||
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+ | **Select Inventory** - Search by warehouse or destination. Highlight location screen you want to use and the press **Continue**.\\ | ||
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+ | Enter the dates for the new sale items. | ||
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+ | **Default Values for New Items** - Enter ship position, Diff position, Weight or Price basis. These | ||
+ | values will be the default for the new items.\\ | ||
+ | **Enter Fixed Prices** - Click this box, to enter a fixed price. If the the box is un-checked, then differential will be the default. \\ | ||
+ | **Reservation Mode** - Clicking this box will reserve the inventory but will not allocate it. | ||
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+ | Once you have selected the traffic screen you want, you will add the contract item and product description | ||
+ | code. | ||
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+ | The item will be listed on the screen. When you are done adding items, press **Create Items**. | ||
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+ | ====Broker Information==== | ||
+ | From the main contract screen, select **Brk** to add a broker commission to the contract. | ||
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+ | CATS will prompt you for an amount per measure. If the basis is pounds and the currency is USD, the commission is measured in cents-per-pound. Otherwise, it will be calculated in dollars (currency) per measure (such as MT). | ||
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+ | Select **Apply** to save changes and continue. | ||
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+ | {{tag>" | ||
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