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cats:procedures:contract:contractflags [2022/02/18 16:13] – jen | cats:procedures:contract:contractflags [2022/02/18 16:18] – jen | ||
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You can use the Manage Custom Flags dialog to add/ | You can use the Manage Custom Flags dialog to add/ | ||
- | * Flag: a unique 10 character code identifying the flag in the system. | + | === Adding |
- | * 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. | ||
- | |||
[{{: | [{{: | ||
- | **Restrictions** limits where the flags can be applied. The valid entries are ' | + | * **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#** checkbox instructs CATS to pull the FLO#'s for the counterparty onto the contract confirm and invoice | + | |
- | + | ||
- | === FLO Fair Trade === | + | |
- | If your business follows the FLO standards, CATS can be used to track the FLO information through the entire process. Create a flag that will be used on all FLO documents. Enter the short-code for that flag in the box labeled //FLO Fairtrade Flag//. | + | |
==== Adding Flags to a Screen ==== | ==== Adding Flags to a Screen ==== |