cats:procedures:contract:confirmations

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cats:procedures:contract:confirmations [2017/05/09 13:38] jencats:procedures:contract:confirmations [2019/02/12 15:26] (current) amanda
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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.</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.  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.
 [{{:cats:procedures:contract:confirmation_deleterevisionyesno.png|Confirm Deletion of Revision}}] [{{: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==== ====Contract Revisions====
  • cats/procedures/contract/confirmations.1494337088.txt.gz
  • Last modified: 2017/12/19 03:21
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