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--- cats:procedures:contract:contractflags [2020/02/03 21:59] – amanda
+++ cats:procedures:contract:contractflags [2024/02/02 19:29] (current) – updated add flags image and description tom
@@ Line 6: / Line 6: @@
 ==== 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 ====