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cats:procedures:contract:confirmations [2017/05/02 16:30] – [Creating the Contract Confirmation Document] jen | cats:procedures:contract:confirmations [2019/02/12 15:26] (current) – amanda | ||
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From the Contract Main Screen, select " | From the Contract Main Screen, select " | ||
- | [{{: | + | 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.The * (asterisk or star) indicates that no confirmation exists for this contract. | + | |
[{{: | [{{: | ||
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The following information is on this screen: | The following information is on this screen: | ||
- | * Buyer and seller addresses | + | |
+ | | ||
* Quantity and description | * Quantity and description | ||
* Ship to and destination | * Ship to and destination | ||
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Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | Select the address to be used for the contract from the **Names & Addresses** file for the accounts associated with the contract. | ||
[{{: | [{{: | ||
+ | |||
+ | ===Sign=== | ||
+ | Add a signature to the contract confirm. A signature must be set up in user settings for this option to work. | ||
+ | [{{: | ||
===Lock=== | ===Lock=== | ||
- | Lock the confirm/ | + | Lock the confirm/ |
<note tip> | <note tip> | ||
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===Delete Confirm=== | ===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.</ |
- | ===Delete Confirm=== | + | Delete the latest contract **revision**. <note warning> |
- | Delete the latest contract **revision**. <note warning> | + | |
If you select **Delete**, you will be asked to provide a supervisor password to continue. | If you select **Delete**, you will be asked to provide a supervisor password to continue. | ||
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Next, CATS will ask you to confirm that you wish to delete the confirmation or revision. Select **Yes** to proceed or **No** to cancel. | Next, CATS will ask you to confirm that you wish to delete the confirmation or revision. Select **Yes** to proceed or **No** to cancel. | ||
[{{: | [{{: | ||
+ | |||
+ | ===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==== | ====Contract Revisions==== | ||
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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.\\ | 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.\\ | ||
- | [{{: | + | [{{: |
- | [{{: | + | [{{: |
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.\\ | 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.\\ | ||
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{{tag>" | {{tag>" | ||
+ | ====Reviewing the Contract==== | ||
+ | [{{: | ||
+ | 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. | ||
+ | [{{: |