Differences

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

--- cats:procedures:contract:confirmations [2017/05/02 15:57] – [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.
@@ Line 38: / Line 50: @@
 Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract.
 [{{: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===
-Lock the confirm/revision and prevent any future editing (disabled/gray when}} locked). This will remain until you or another user unlocks the confirmation.
+Lock the confirm/revision and prevent any future editing (disabled/gray when locked). This will remain until you or another user unlocks the confirmation.
 <note tip>Locked revisions cannot be deleted.</note>
@@ Line 50: / Line 66: @@
 ===Delete Confirm===
-Deletion of templates is not recommended. Instead, a supervisor should access the template you wish to delete from the **Contract Setup** area.
+<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>
-===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 already been sent to a counterparty.</note>
-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 60: / Line 75: @@
 Next, CATS will ask you to confirm that you wish to delete the confirmation or revision. Select **Yes** to proceed or **No** to cancel.
 [{{:cats:procedures:contract:confirmation_deleterevisionyesno.png|Confirm Deletion of Revision}}]
+===Items===
+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.
 ====Contract Revisions====
@@ Line 69: / 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 76: / 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 83: / 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}}]