Differences

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

--- cats:procedures:contract:addcontract [2017/12/19 03:21] – external edit 127.0.0.1
+++ cats:procedures:contract:addcontract [2022/10/18 17:52] – [Creating a New Contract] jen
@@ Line 14: / 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**, **Terms**, and **Country**.
+ Enter the relevant information for the new contract. A contract must have a **Date**,  **Vendor**, **Terms**, 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.
@@ Line 30: / Line 30: @@
 ===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 84: / Line 84: @@
 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====