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cats:procedures:contract:contractflags [2020/02/03 21:24] – [Maintaining and Using Flags] amanda | cats:procedures:contract:contractflags [2024/02/02 19:29] (current) – updated add flags image and description tom | ||
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Flags can be used throughout the system to apply specific labels to contracts, location screens, and invoices.\\ | Flags can be used throughout the system to apply specific labels to contracts, location screens, and invoices.\\ | ||
- | [{{: | + | [{{: |
+ | This wiki will explain how to create and apply flags in CATS. | ||
==== Modifying Flags ==== | ==== Modifying Flags ==== | ||
- | To review the list of flags in the system, from the CATS main menu select **File > Maintenance > Setup > Contract Setup**. Select the **Contract Settings** tab. Click on the button labeled **Edit Contract Flags...** | + | To review the list of flags in the system, from the CATS main menu select **File > Maintenance > Setup > Contract Setup**. Select the **Contract Settings** tab. |
- | [{{:cats:features:contract:settings_contractflags.png?nolink|Manage flags from the Contract Settings dialog.}}] | + | [{{:cats:procedures:contract:contractsettingflag.png?400|Manage flags from contract settings}}] |
- | You can use the Contract Flags dialog | + | Click on the button labeled **Edit |
+ | [{{: | ||
- | === Adding a Flag === | + | <note tip>You can also access |
- | Click on the **Add Flag** button to create a new flag. | + | |
- | [{{: | + | === Adding or Modifying a Flag === |
+ | You can use the Manage Custom Flags dialog to add/remove/edit flags. | ||
- | | + | Click on the **Add Flag** button to create |
- | * Text: the long description of the flag | + | [{{:cats: |
- | * Restrict: use this field to restrict the use of the flag to a particular type (or types) of screens. | + | |
- | === FLO Fair Trade === | + | * **Certification** associate this flag with a [[cats: |
- | If your business follows | + | * **Restrictions** limits where the flags can be applied. The valid entries are ' |
+ | * **Linked Flag 1 and 2** instructs CATS to pull additional flags when you select this one.\\ | ||
+ | * **FLO#** pull the FLO information onto related | ||
+ | * **FTUSA#** pull the FTUSA information onto related documents. | ||
+ | * **Copies from** automatically copy flags from the purchase to the sale (or from the sale to the purchase). | ||
==== Adding Flags to a Screen ==== | ==== Adding Flags to a Screen ==== | ||
Once you've set up the flags, you can add (or modify) the flags on a particular contract/ | Once you've set up the flags, you can add (or modify) the flags on a particular contract/ | ||
+ | [{{: | ||
- | You can then add or remove flags as you need. | + | You can then add or remove flags as you need. |
+ | Or, you can type the first few characters of the flag in the field and CATS will suggest a match. Fill in the box and click on the + button to have CATS fill in the corresponding flag. | ||
[{{: | [{{: | ||
- | |||
- | Type the first few characters of the flag in the field, CATS will suggest a match. Click on the **+** button to add the flag. | ||
Alternatively, | Alternatively, | ||
+ | [{{: | ||
- | === Removing a Flag === | + | Select the flag you want from the list and pick Continue to proceed. |
+ | [{{: | ||
+ | Click on the [x] or click out of the box to stop adding flags. | ||
+ | [{{: | ||
+ | |||
+ | The flags will now be displayed on the screen. | ||
+ | |||
+ | === Removing a Flag === | ||
You can remove a flag by selecting it from the list and clicking the button labeled **Remove**. | You can remove a flag by selecting it from the list and clicking the button labeled **Remove**. | ||