Differences

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

--- cats:procedures:contract:confirmations [2017/05/09 13:23] – [Selecting a Template] jen
+++ cats:procedures:contract:confirmations [2019/02/12 15:26] (current) – amanda
@@ Line 56: / Line 56: @@
 ===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 66: / 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 76: / 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 101: / Line 105: @@
 ====Reviewing the Contract====
 [{{:cats:procedures:contract:contract_confirmationwithstar.png|Create New Contract Confirmation}}]
-If you see **Cntr** on the menu, then a contract confirmation has already been created and selecting **Cntr** will display it.
+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}}]