Differences

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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
@@ Line 2: / Line 2: @@
 Flags can be used throughout the system to apply specific labels to contracts, location screens, and invoices.\\
-[{{:cats:settings:contractsettings:contractsettings_flagsymbolonmainscreen.png|The Flag symbol in CATS.}}]
+[{{:cats:settings:contractsettings:contractsettings_flagsymbolonmainscreen.png|The Flag symbol in CATS.}}]\\
+This wiki will explain how to create and apply flags in CATS.
 ==== 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 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.
+Click on the button labeled **Edit Contract Flags...**
+[{{:cats:procedures:contract:manageflag.png?400|Use this to add/edit/remove flags}}]
-=== Adding a Flag ===
+<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>
-Click on the **Add Flag** button to create a new flag.
-[{{:cats:features:contract:settings_editflags.png?nolink|Use this dialog to add/edit/remove flags.}}]
+=== 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.
+Click on the **Add Flag** button to create a new flag.
-  * Text: the long description of the flag
+[{{:cats:procedures:contract:addflag.png?400|Use this to add flags}}]
-  * 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:procedures:codes:certification|certification group]]. Contracts with this flag will prompt the user to select a matching certification when adding/modifying contract items.
-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//.
+  * **Restrictions** limits where the flags can be applied. The 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 a 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)\\
+  * **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 ====
 Once you've set up the flags, you can add (or modify) the flags on a particular contract/location/invoice by clicking on the blue flag on the corresponding screen.
+[{{:cats:settings:contractsettings:contractsettings_flagsymbolonlocscreen.png|Click on the flag symbol to change the flags.}}]
 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.
 [{{:cats:features:contract:flags_addflagflo.png?nolink|After typing "FLO" CATS fills in the rest.}}]
-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, you can click on the button labeled **Lookup** to select from a list of available flags.
+[{{:cats:settings:contractsettings:contractsettings_lookupaflag.png|Select Lookup to search for a flag.}}]
-=== Removing a Flag ===
+Select the flag you want from the list and pick Continue to proceed.
+[{{:cats:settings:contractsettings:contractsettings_flagchooser.png|Choose the flag you want from the list and pick Continue.}}]\\
+Click on the [x] or click out of the box to stop adding flags.
+[{{:cats:settings:contractsettings:contractsettings_closetheflagsbox.png|Close the change flags box.}}]
+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**.