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| cats:procedures:contract:contractflags [2022/02/18 16:08] – jen | cats: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}}] |
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| | <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> |
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| | === 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. | 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. |
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| * 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. |
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| [{{:cats:procedures:contract:addflag.png?400|Use this to add flags}}] | [{{:cats:procedures:contract:addflag.png?400|Use this to add flags}}] |
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| **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. (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)\\ | * **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. |
| **Linked Flag 1 and 2** instructs CATS to pull additional flags when you select this one.\\ | * **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)\\ |
| **FLO#** checkbox instructs CATS to pull the FLO#'s for the counterparty onto the contract confirm and invoice | * **Linked Flag 1 and 2** instructs CATS to pull additional flags when you select this one.\\ |
| | * **FLO#** pull the FLO information onto related documents. |
| === FLO Fair Trade === | * **FTUSA#** pull the FTUSA information onto related documents. |
| 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//. | * **Copies from** automatically copy flags from the purchase to the sale (or from the sale to the purchase). |
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| ==== Adding Flags to a Screen ==== | ==== Adding Flags to a Screen ==== |