Differences

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

--- cats:procedures:contract:confirmations [2017/05/02 15:33] – [Contract Confirm Menu] jen
+++ cats:procedures:contract:confirmations [2019/02/12 15:26] (current) – amanda
@@ Line 4: / Line 4: @@
 {{entry>0;Contract Revisions;-}}{{entry>0;Contract Confirmation;-}}{{entry>0;Template;-}}
 From the Contract Main Screen, select "Cntr*" from the menu.
-[{{:cats:procedures:contract:contract_confirmationwithstar.png|Create New Contract Confirmation}}]
+The * (asterisk or star) indicates that no confirmation exists for this contract.
+[{{:cats:procedures:contract:contractconfirm_astericknocontract.png?|The asterisk indicates no confirmation exists}}]
-The * (asterisk or star) indicates that no confirmation exists for this contract. If you see **Cntr** on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it.
 CATS will ask you to confirm the creation of this contract confirmation. Select **Yes** to proceed.
@@ Line 18: / Line 18: @@
 CATS will fill in the details of the confirmation letter from the descriptions you have set up for codes, the quantities and prices you entered on the contract items, and any language included on the template. For more information, see the wiki page on [[cats:questions:contracts:confirmlanguage|Where does the language on the contract confirmation come from?]]
+===Contract Confirm Screen===
+[{{:cats:procedures:contract:contractconfirm_contractpage.png?|Contract confirmation screen}}]
+The following information is on this screen:
+  * Purchase order date and type
+  * Buyer and seller information and addresses
+  * Quantity and description
+  * Ship to and destination
+  * Price, payment terms, weights and conditions
+The bottom of the contract will be the signatures and dates of the broker or seller acceptance.
 ====Contract Confirm Menu====
 The toolbar menu provides you with all the options you need to produce this confirmation.
-[{{:cats:procedures:contract:confirmation_menu.png|The Contract Confirmation Menu}}]
+[{{:cats:procedures:contract:contractconfirm_menu.png?|The Contract Confirmation Menu}}]
 ===Create===
 Create a new contract confirmation letter for the current contract. CATS supports multiple contracts if you have this option selected.
-===Modify===
+===Edit===
 Modify the fields currently displayed on the screen. Any language you add will **not** be added to the template or to fields on the contract main or item screens; it will only display on the confirmation.
@@ Line 33: / Line 45: @@
 ===Prn===
 Prints the confirmation letter to the output of your choice. Choose from the print menu and proceed as usual to print the confirmation.
-[{{:cats:procedures:printmenu_html_openinbrowser.png|Print the Confirmation to Output}}]
+[{{:cats:procedures:contract:contractconfirm_printmenu.png?|Print the Confirmation to Output}}]
 ===Address===
 Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract.
-[{{:cats:procedures:contract:confirmation_insertaddress.png|Choose Buyer or Seller Address}}]
+[{{:cats:procedures:contract:contractconfirm_address.png?|Choose Buyer or Seller Address}}]
+===Sign===
+Add a signature to the contract confirm. A signature must be set up in user settings for this option to work.
+[{{:cats:procedures:contract:contractconfirm_addsignature.png?|Adding a signature to the contract confirm}}]
 ===Lock===
@@ Line 49: / Line 65: @@
 Add or review the revisions of this confirm. (CATS supports multiple contract confirm revisions). See below for more information on revisions.
-===Template===
+===Delete Confirm===
-Modify the template used to generate the current confirm or add a new template based on this confirm.
+<note warning>Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area.</note>
-[{{:cats:procedures:contract:confirmation_templatemodifymenu.png|Modify or Create New Template}}]
-The template will pop up on screen.
+Delete the latest contract **revision**. <note warning>If only one revision remains, the contract will be deleted. You should never delete a confirmation that has already been sent to a counterparty.</note>
-Please keep in mind that language you change on the template will **not** affect already created contract confirmations; only confirms  created after you edit the template will display these modifications.
-Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area.
-===Screen===
-[{{:cats:procedures:contract:contractconfirm_contractpage.png?|Contract confirmation screen}}]
-This screen lets you see the buyer and seller addresses, quantity on items, and contract type etc.
-===Delete Confirm===
-Delete the latest contract **revision**. <note warning>If only one revision remains, the contract will be deleted. You should never delete a confirmation that has been sent to a counterparty.</note>
 If you select **Delete**, you will be asked to provide a supervisor password to continue.
@@ Line 73: / Line 76: @@
 [{{:cats:procedures:contract:confirmation_deleterevisionyesno.png|Confirm Deletion of Revision}}]
-===1 2 3 4===
+===Items===
-Has the same functionality as **Screen** above, to switch between screens on the confirm.
+If your company is set up to do so, you can also display the items on a contract are in list format.
+From the **Items** menu, you can refresh, edit, or remove the items displayed in the item grid. Depending on your settings, the item grid will either be pulled in automatically or you will need to use the **Items > Update** menu option to get the items to generate.
-===Grid===
-Edit or review the items on the confirm if you are using the grid type setup.
 ====Contract Revisions====
@@ Line 87: / Line 89: @@
 Once the contract is on the screen, go to **Revision > Add Revision**.\\
-[{{:cats:procedures:contract:contractrevision_addrevision.png?|Contract Add Revision}}]
+[{{:cats:procedures:contract:contractconfirm_revision.png?|Contract Add Revision}}]
 Revising Contract Confirm box will show.  Select if you want to **Copy Current Confirm** - Takes all information on the current contract OR **New from Template** - which will overwrite any changes you made to the original revision. For example, if you add any extra language to the quality field that would be over written with this selection.\\
@@ Line 94: / Line 96: @@
 After you make your changes and save, the contract will show that it was revised on both the contract on screen and the print out.\\
-[{{:cats:procedures:contract:contractrevision_revisionlabel.png?|Contract Revision on Screen}}]
+[{{:cats:procedures:contract:contractconfirm_revision2.png?|Contract Revision on Screen}}]
-[{{:cats:procedures:contract:contractrevision_revisionlabeloncontract.png?|Contract Revision Print Out}}]
+[{{:cats:procedures:contract:contractconfirm_revisiononprintout.png?|Contract Revision Print Out}}]
 There is also another option to overwrite everything but conditions. Go to **Maintenance > Setup > Contract Setup** and check the box for revisions update all information except Conditions.\\
@@ Line 101: / Line 103: @@
 {{tag>"contract revision" "confirmation template" "confirmation add" "confirmation modify" "confirmation delete"}}
+====Reviewing the Contract====
+[{{:cats:procedures:contract:contract_confirmationwithstar.png|Create New Contract Confirmation}}]
+If you see **Cntr** (without an * asterisk or star)on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it. From here, the contract confirmation can be reviewed, revised etc.
+[{{:cats:procedures:contract:contractconfirm_contractpage.png|Cntr on the menu will display an existing contract confirm}}]