Differences

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

--- cats:procedures:contract:addcontract [2015/02/03 21:05] – amanda
+++ cats:procedures:contract:addcontract [2022/12/01 15:27] (current) – [Creating a New Contract] jen
@@ Line 2: / Line 2: @@
 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>0;New Contract;-}}{{entry>0;Physical Trade;-}}{{entry>0;Pricing Options;-}}{{entry>0;Broker;-}}
 ====Creating a New Contract====
-From the main menu, select File > Contracts > Purchase > Add.
+From the main menu, select **File > Contracts > Purchase > Add**.
 [{{:cats:procedures:contract:contractentry_addmenu.png|Add a Purchase Contract}}]
-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.
 [{{:cats:procedures:contract:contractentry_entercno.png|Enter the New Contract Number}}]
@@ Line 13: / Line 14: @@
 A blank contract details screen will now pop up.
 [{{:cats:procedures:contract:contractentry_blankedit.png|Contract Main Screen Details}}]
- Enter the relevant information for the new contract. A contract must have a **Date**, counterparty **Account** and **Terms**. When you have finished filling in fields, select **Save** from the menu (or press [F2]) to proceed.
+ Enter the relevant information for the new contract. A contract must have a **Date**,  **Vendor**, **Terms**, **Payment** and **Country**.
+If you do not know the correct code, enter **''ZZZ''** (or any false code) and CATS will call up a list of codes in the system for that field. Select the correct code and pick **Continue** to save and keep adding the contract.
+[{{:cats:procedures:contract:contractentry_selectcodefromlist.png|Select a Code from the List}}]
+When you have finished filling in fields, select **Save** from the menu (or press [F2]) to proceed.
+[{{:cats:procedures:contract:contractentry_filledinfields.png|Save Completed Contract Entry}}]
 Next, CATS will prompt you to enter a new contract item.
@@ Line 19: / Line 26: @@
 ====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.
-[]
+[{{:cats:procedures:contract:contractentry_itemmenu.png|Item Screen Menu}}]
 ===The Grade and Optional Identifier===
 Enter the **Grade** code for the new item. The **Optional Identifier** field is an open field used to differentiate between items with the same grade. The entered grade code and six-character identifier must be unique per contract.
-[{{:cats:procedures:contract:contractentry_enterproductanddivdept.png|Enter Grade Code for New Item}}]
+[{{:cats:procedures:contract:contract_enterproddescript.png?|Enter Grade Code for New Item}}]
 ===Adding Units to the Item===
@@ Line 37: / Line 44: @@
 <note tip>To access the contract item directly from the main menu, choose File > Contracts > Purchase > Item and then select "Add" from the menu.</note>
-===Shipment Position===
+===Shipment Position and Note===
 Fill in the shipment position. This is the month under which this material will appear on open position reports. Enter the Arrival/Delivery type to further specify the position.
 [{{:cats:procedures:contract:contractentry_positionfields.png|Position Fields on Contract Item}}]
@@ Line 46: / Line 53: @@
 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====
@@ Line 59: / Line 66: @@
 ===Differential Price===
-Enter the differential, basis, currency (if needed) and position. If the basis is pounds and the currency is USD, the differential is measured in cents-per-pound. Otherwise, it's measured in dollars (or whatever the currency is).
+Enter the differential, basis, currency (if needed) and position. If the basis is pounds and the currency is USD, the differential is measured in cents-per-pound. Otherwise, it will be measured in dollars (or whatever the currency is).
 [{{:cats:procedures:contract:contractentry_priceasdifferential.png|Differential Price}}]
@@ Line 68: / Line 75: @@
 The item now shows the 4 lots to be fixed.
+[{{:cats:procedures:contract:contractentry_tbftrades.png|To-Be-Fixed Lots on Item Screen}}]
 To edit the differential price on an existing item, select **Dffntl$** from the menu to enter the price as a differential. Enter the differential, the exchange, and the position.
 ====Save Changes====
 When you have finished entering position and pricing information, select **Save** from the menu to view the item screen.
+[{{:cats:procedures:contract:contractentry_itemfilledin.png|Save the Item Information}}]
+Select **Exit** to return to the main contract screen or **Add** to create a new item.
+-
+====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. Open the sale contract and go to **Shop** on the top menu bar to start item shopping.
+[{{:cats:procedures:contract:shop_accessmenu.png?|Shopping feature access on a sale}}]
+Use this dialog menu to add items to a sale contract by "shopping" from your existing purchase material. Select a traffic screen using one of the filters.\\
+[{{:cats:procedures:contract:shop_dialogscreen.png?|}}]
+**Select Traffic Screen** - Search by purchase, grade or loc number. Highlight location screen you want to use and the press **Continue**.\\
+[{{:cats:procedures:contract:shop_filterbypo.png?|Filter by purchase order}}]
+**Select Inventory** - Search by warehouse or destination. Highlight location screen you want to use and the press **Continue**.\\
+[{{:cats:procedures:contract:shop_filterbywarehouse.png?|Filter by warehouse}}]
+Enter the dates for the new sale items.
+[{{:cats:procedures:contract:shop_adddefaultvalues.png?|Add default values}}]
+**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.
+Once you have selected the traffic screen you want, you will add the contract item and product description
+code.
+[{{:cats:procedures:contract:shop_enterproductdesc.png?|Enter product description.}}]
+The item will be listed on the screen. When you are done adding items, press **Create Items**.
+[{{:cats:procedures:contract:shop_createitems.png?|Create items}}]
+====Broker Information====
+From the main contract screen, select **Brk** to add a broker commission to the contract.
+[{{:cats:procedures:contract:contractentry_addbrokerinfo.png|Adding Broker Commission Information}}]
+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).
+[{{:cats:procedures:contract:contractentry_brokerfields.png|Enter Commission Amount per Unit}}]
+Select **Apply** to save changes and continue.
+{{tag>"new contract" "grade code" "optional identifier" "fixed price"}}