cats:procedures:contract:contractflags

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cats:procedures:contract:contractflags [2022/02/18 15:52] jencats:procedures:contract:contractflags [2024/02/02 19:29] (current) – updated add flags image and description tom
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 [{{:cats:procedures:contract:manageflag.png?400|Use this to add/edit/remove flags}}] [{{:cats:procedures:contract:manageflag.png?400|Use this to add/edit/remove flags}}]
  
 +<note tip>You can also access the Contract Flags from the [[cats:procedures:codes:certification|Certifications]] scan by selecting **Tools > Contract Flags** from the menu.</note>
  
-You can use the Contract Flags dialog to add/remove/edit flags. Flags use a unique code (//Flag//) to identify the flag in the system (and on reports). The longer name (//Text//) will be displayed on the screen.+=== Adding or Modifying a Flag === 
 +You can use the Manage Custom Flags dialog to add/remove/edit flags. Flags use a unique code (//Flag//) to identify the flag in the system (and on reports). The longer name (//Text//) will be displayed on the screen.
  
-  * Flag: a unique 10 character code identifying the flag in the system. 
-  * Text: the long description of the flag 
-  * Restrict: use this field to restrict the use of the flag to a particular type (or types) of screens. 
-=== Adding a Flag === 
 Click on the **Add Flag** button to create a new flag. Click on the **Add Flag** button to create a new flag.
- 
 [{{:cats:procedures:contract:addflag.png?400|Use this to add flags}}] [{{:cats:procedures:contract:addflag.png?400|Use this to add flags}}]
  
- +  * **Certification** associate this flag with a [[cats:procedures:codes:certification|certification group]]. Contracts with this flag will prompt the user to select a matching certification when adding/modifying contract items. 
-=== FLO Fair Trade === +  * **Restrictions** limits where the flags can be appliedThe valid entries are 'C' 'M' 'I' (or any combination). C - contracts, I - Invoices, M - Traffic Screens. (Ex. If you don't want others to put certain type of flag on an invoice, you can set the restrictions to CM and they will only be able to enter them on Contracts and Traffic Screens)\\  
-If your business follows the FLO standards, CATS can be used to track the FLO information through the entire processCreate a flag that will be used on all FLO documents. Enter the short-code for that flag in the box labeled //FLO Fairtrade Flag//.+  * **Linked Flag 1 and 2** instructs CATS to pull additional flags when you select this one.\\  
 +  * **FLO#** pull the FLO information onto related documents. 
 +  * **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 ====
  • cats/procedures/contract/contractflags.txt
  • Last modified: 2024/02/02 19:29
  • by tom