cats:procedures:contract:addcontract

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cats:procedures:contract:addcontract [2019/01/11 16:43] – [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}}]
  
  • cats/procedures/contract/addcontract.1547225039.txt.gz
  • Last modified: 2019/01/11 16:43
  • by jen