cats:procedures:contract:addcontract

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cats:procedures:contract:addcontract [2019/01/11 15:59] – [Add Items Using Shop] jencats:procedures:contract:addcontract [2022/12/01 15:27] (current) – [Creating a New Contract] jen
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 A blank contract details screen will now pop up. A blank contract details screen will now pop up.
 [{{:cats:procedures:contract:contractentry_blankedit.png|Contract Main Screen Details}}] [{{: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**, **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.  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. 
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 ===The Grade and Optional Identifier=== ===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. 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=== ===Adding Units to the Item===
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 - -
 ====Add Items Using Shop==== ====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.+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}}] [{{:cats:procedures:contract:shop_accessmenu.png?|Shopping feature access on a sale}}]
  
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-**Select Traffic Screen** - Search by purchase, grade or loc number.\\ +**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}}] [{{:cats:procedures:contract:shop_filterbypo.png?|Filter by purchase order}}]
-**Select Inventory** - Search by warehouse or destination.\\ +**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}}] [{{:cats:procedures:contract:shop_filterbywarehouse.png?|Filter by warehouse}}]
  
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 **Reservation Mode** - Clicking this box will reserve the inventory but will not allocate it. **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==== ====Broker Information====
  • cats/procedures/contract/addcontract.1547222341.txt.gz
  • Last modified: 2019/01/11 15:59
  • by jen