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cats:procedures:contract:contractmainscreen [2014/12/09 17:08] – Page moved from cats:manual:contractmainscreen to cats:procedures:contract:contractmainscreen amanda | cats:procedures:contract:contractmainscreen [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Contract Main Screen===== | =====Contract Main Screen===== | ||
This page describes the Contract Main screen and the actions you can take. | This page describes the Contract Main screen and the actions you can take. | ||
- | The main screen of the contract summarizes general information about the contract. Information about the contract, including the relevant Account, Payment Terms, Weighing Terms, and Reference numbers, is entered on this screen. In addition, CATS tracks the balance and progress of the contract on this screen. | + | The main screen of the contract summarizes general information about a specific purchase or sale contract. Information about the contract, including the relevant Account, Payment Terms, Weighing Terms, and Reference numbers, is entered on this screen. In addition, CATS tracks the balance and progress of the contract on this screen. |
You can view summary screens for contracts that already exist by selecting **Contract** from the Main Menu. Select either **Purchase** (for purchase contracts) or **Sale** (for sale contracts) and choose **Main**. | You can view summary screens for contracts that already exist by selecting **Contract** from the Main Menu. Select either **Purchase** (for purchase contracts) or **Sale** (for sale contracts) and choose **Main**. | ||
- | [{{: | + | [{{: |
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All contracts (purchase and sale) have main screens. Purchase Main screens differ slightly from their Sales counterparts. | All contracts (purchase and sale) have main screens. Purchase Main screens differ slightly from their Sales counterparts. | ||
- | [{{: | ||
When you enter a contract, you will fill out the details of that CATS will use to create the contract record. The quantities you see on this screen come from the units, price, and weight you enter on the Item screens. | When you enter a contract, you will fill out the details of that CATS will use to create the contract record. The quantities you see on this screen come from the units, price, and weight you enter on the Item screens. | ||
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====Contract Quantities and Balance==== | ====Contract Quantities and Balance==== | ||
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Besides allowing you to enter and change details about the contract, you can also see a summary of the status of this contract. | Besides allowing you to enter and change details about the contract, you can also see a summary of the status of this contract. | ||
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====Edit: Edit Contract Details==== | ====Edit: Edit Contract Details==== | ||
Select Edit (or press the [E] key) to edit the fields of the main contract screen after a contract has been created. | Select Edit (or press the [E] key) to edit the fields of the main contract screen after a contract has been created. | ||
- | [{{: | + | [{{: |
====Prn: Print Contract Record==== | ====Prn: Print Contract Record==== | ||
Select Prn (or press [P]) to print detailed information about the contract you are viewing. | Select Prn (or press [P]) to print detailed information about the contract you are viewing. | ||
- | [{{: | + | [{{: |
Choose **Contract Info Boxes** to see accounting information, | Choose **Contract Info Boxes** to see accounting information, | ||
CATS will ask you to determine what information to include in the contract record. You will see a screen like the one pictured below. | CATS will ask you to determine what information to include in the contract record. You will see a screen like the one pictured below. | ||
- | [{{: | + | [{{: |
Click on an item in the box at left to select it. When you are finished selecting items, press the **Continue** button to print the report. | Click on an item in the box at left to select it. When you are finished selecting items, press the **Continue** button to print the report. | ||
- | This report may be printed for a range of contracts by using the Contract History | + | This report may be printed for a range of contracts by using the [[cats: |
Other options on the Prn menu include: | Other options on the Prn menu include: | ||
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After picking **Del**, you will be asked to enter a password. Type the password and hit the [Enter] key to proceed. | After picking **Del**, you will be asked to enter a password. Type the password and hit the [Enter] key to proceed. | ||
- | [{{: | + | [{{: |
CATS will run a check to ensure that the status of the contract permits deletion. An on-screen report will pop up with any information. | CATS will run a check to ensure that the status of the contract permits deletion. An on-screen report will pop up with any information. | ||
- | [{{: | + | [{{: |
Any problems with deleting this contract will pop up. If there are no issues, you will receive a message confirming deletion. | Any problems with deleting this contract will pop up. If there are no issues, you will receive a message confirming deletion. | ||
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Select **Yes** to proceed with deletion or **No** to cancel. | Select **Yes** to proceed with deletion or **No** to cancel. | ||
====Item: Review Contract Items==== | ====Item: Review Contract Items==== | ||
- | Select Item (or press the [I] key) to review the items on this contract. | + | Select Item (or press the [I] key) to review the items on this contract. Each contract has one or more items distinguished by Grade, Optional Identifier, Shipment or Trading Position, Destination, |
- | Each contract has one or more items distinguished by Grade, Optional Identifier, Shipment or Trading Position, Destination, | + | |
- | You can also access the Item screen by clicking on the blue Item Description link on the left of each item listed on the Main Contract screen. | + | <note tip>You can also access the Item screen by clicking on the blue Item Description link on the left of each item listed on the Main Contract screen.</ |
+ | [{{: | ||
+ | If you have more than one item on the contract, you may see an item screen chooser, a list of the items. Click on an item and pick **Continue** or double-click on an item to proceed to viewing that item. | ||
+ | [{{: | ||
- | ====Loc: Location Screens==== | + | The optional identifier for the item appears on the top left of an item screen. The optional identifier is used to distinguish between two items on the same contract with the same grade code. |
+ | [{{:cats: | ||
+ | ====Loc: Location Screens==== | ||
Select Loc (or press L) to see location screens for the contract. | Select Loc (or press L) to see location screens for the contract. | ||
+ | Location screens are for tracking and allocating to sales physical portions of the purchase. From the location screen, you can review the allocation/ | ||
- | Location | + | Clicking on the blue Location |
+ | [{{: | ||
- | Location screens are used primarily by the traffic department. Locations screens are automatically created when a purchase | + | Or, if there is more than one screen for an item, a location screen chooser. Select |
+ | [{{: | ||
- | Sales are allocated to purchases through | + | You can also click on the blue location |
+ | [{{: | ||
- | Included on location screens are various notice dates, marks, warehouse information, | + | Location screens are used primarily by the traffic department. Locations screens are automatically created when a purchase contract is entered. |
- | To top | + | ====Mrk: |
- | Use Marks to Select Location Screen | + | Choose **Mrk** (or press [M]) to look up the location screen using the marks. |
- | Select Mrk (or press M) to lookup the location screen using its marks. | + | You can scan the marks attached to the location screens for either a Purchase or (allocated) Sale contract. Clicking on a selected mark will take you to its associated |
- | + | ||
- | You can scan the marks attached to the location screens for either a Purchase or (allocated) Sale contract. Clicking on a selected mark will take you to its location screen. This is especially useful if you are using this feature from the Sale Main screen. | + | |
- | Marks Scan on Main Screen | + | |
- | Marks Scan on Main Screen | + | |
You can print out the list of marks using the Print to HTML feature. | You can print out the list of marks using the Print to HTML feature. | ||
- | To top | + | [{{: |
- | Recalculate Summary Information | + | |
+ | ====Recal: | ||
+ | Select **Recal** (or press [R]) to update the totals on the contract. | ||
+ | |||
+ | The recalculation feature calculates the various totals from the location screens and invoices and updates the contract Main screen. This is useful if you have made changes to the contract that are not yet reflected in the totals. The recalculation will provide you with a report of any errors it finds. | ||
- | Select Recal (or press R) to update the totals on the contract. | + | In this example, these location screens are marked AF but do not have purchase invoices booked against them. |
+ | [{{: | ||
- | The recalculation feature calculates | + | You can recalculate all your contracts at once via procedure in the Maintenance area. |
- | This is useful if you have made changes | + | ====Cntr*: Create Contract Confirmation==== |
+ | Pick **Cntr*** (or press [C]) to create a contract | ||
+ | [{{: | ||
- | You can recalculate all your contracts? at once. | + | The '' |
- | To top | + | |
- | Print Contract Confirmation | + | |
- | Select Cntr (or press C) to create, | + | ====Cntr: Print or Edit Contract Confirmation==== |
+ | Select | ||
+ | {{: | ||
You can also use this area to modify contract confirmation forms (templates) and set up default forms to use for types of contracts. | You can also use this area to modify contract confirmation forms (templates) and set up default forms to use for types of contracts. | ||
- | To top | ||
- | Show Credit Information | ||
- | Select Cred to see credit information. | + | ====Expos/ |
+ | Click **Expos/ | ||
+ | [{{: | ||
Credit balance is the balance of all open invoices. Exposure balance is the Amount Due but not Invoiced on fixed-price contracts. | Credit balance is the balance of all open invoices. Exposure balance is the Amount Due but not Invoiced on fixed-price contracts. | ||
- | Credit Limit Info | ||
- | Credit Limit Info | ||
- | Credit limit information is also stored on the Accts: Name/Addr? review screen. | + | Credit limit information is also stored on the Accts: Name/Addr review screen. |
- | To top | + | |
- | Allocation | + | |
- | Select | + | ====Allo: Allocation==== |
+ | Choose **Allo** | ||
+ | [{{: | ||
- | The allocation menu option is only available on Sale Contract Main screens. Use the Alloc option on the location screen to allocate from the Purchase Contract. | + | <note tip>The allocation menu option is only available on Sale Contract Main screens. Use the **Alloc** option on the location screen to allocate from the Purchase Contract.</ |
- | Sale General Info Screen menu | + | You must allocate the Sale to a Purchase before you invoice (bill out) the Sale contract. |
- | The general information screen menu for a sale contract | + | |
- | You must allocate the Sale to a Purchase before you invoice (bill) the Sale contract. | + | ====Other: |
- | To top | + | Select **Other** (or press O) to enter data including carrier and letter of credit? information. |
- | Letter of Credit, Loan, ETA etc. | + | [{{: |
- | Select Othe (or press O) to enter data including carrier and letter of credit? | + | This information |
- | When you choose this option, you will see a screen like the one pictured below. | + | All fields except for **Carrier** can only be filled in for Purchase contracts. The carrier |
- | Enter letter of credit, | + | |
- | Enter letter of credit, | + | |
- | This information | + | ====Brkr: Broker==== |
- | To top | + | Select **Bro** (or press B) to enter broker |
- | Broker | + | [{{: |
- | Select Brok (or press B) to enter broker information | + | Two brokers can be entered |
- | Two brokers can be entered for each contract. The broker' | + | Enter the broker' |
- | Broker | + | < |
- | Broker commission information | + | Enter the commission |
- | Enter the broker' | + | Commission information will be transferred automatically to the purchase commission or sales commission invoice. Before posting an invoice with a commission on it. You will be shown the amount of the commission and be asked if you want to post the commission. |
- | Enter the commission in the Commission field. | + | ====St!: Status of Signed Contract==== |
+ | Select **Stat** (or press [S]) to enter information about the contract status. You will see a screen like the one pictured below. | ||
+ | [{{: | ||
- | The broker commission can be entered with a variety of basis (per Lb., per KG, etc.). | + | Enter the date the contract was **Sent** to the recipient, when it was **Received**, and when it was **Returned** to your company. |
- | Broker commission information | + | |
- | Broker commission information | + | |
- | The broker code must have an account type of BRO. Commission information will be transferred automatically to the vendor invoice (purchase voucher) or sales invoice. | + | ===Change |
- | To top | + | |
- | Status of Signed | + | |
- | Select Stat (or press S) to enter information about the contract | + | **Active** - Allows activity in the contract |
+ | **Complete** - Does not allow any activity in the contract. | ||
- | Status of a Contract | + | <note tip> |
- | Contract | + | |
- | Enter the date the contract was Sent to the recipient, when it was Received, and when it was Returned to your company. | + | You can generate a report that lists the status of contracts |
- | + | ||
- | Change the Contract Status to exclude it from reports if needed. | + | |
- | + | ||
- | Active: Allows activity in the contract (i.e., additional costs). | + | |
- | + | ||
- | Complete: Does not allow any activity in the contract. If you mark the contract completed, CATS will ask you to enter a date of completion. | + | |
- | + | ||
- | Changing the status of the contract may be password protected depending on your company settings. | + | |
- | + | ||
- | You can generate a report? that lists the status of contracts. | + | |
- | To top | + | |
- | Switch Between Sale and Purchase | + | |
+ | ====Z: Switch Between Sale and Purchase==== | ||
Select Z (or press Z) to switch between a sale and a purchase contract. | Select Z (or press Z) to switch between a sale and a purchase contract. | ||
+ | [{{: | ||
- | The default contract number that pops up in the box provided is the last contract you viewed. Use Z find unallocated Sales or Purchase contracts and view related contracts. | + | The default contract number that pops up in the box provided is the last contract you viewed. Use **Z** to find unallocated Sales or Purchase contracts and view related contracts. |
- | To top | + | ====&: |
- | Edit Notes | + | Select & (or press [&]) to edit the note field on the Contract Main screen. |
- | + | [{{: | |
- | Select & (or press &) to edit the note field on the Contract Main screen. | + | |
There is no limit to the size of notes. The latest information can be kept at the beginning of the note. | There is no limit to the size of notes. The latest information can be kept at the beginning of the note. | ||
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The note field will expand to contain as much of the note as possible. You can also click on the " | The note field will expand to contain as much of the note as possible. You can also click on the " | ||
- | Magnifying Glass on Note | ||
- | Magnifying Glass on Note | ||
- | Special keys? when editing notes include: | + | Special keys when editing notes include: |
+ | **CtrlHome** - Move the cursor to beginning of note field.\\ | ||
+ | **F2** - Save changes and continue.\\ | ||
+ | **F4** - Print the note. \\ | ||
- | CtrlHome: move the cursor to beginning of note field | + | Icons for the note field are: |
- | F2: save changes | + | - **Insert Address** - grab any address from the Accts: Name/Addr file. Useful for inserting extra addresses.\\ |
- | F4: print the note. | + | - **Insert Remark** - Take a saved remark from the Maintenance > Setup > Remarks area and insert it into this note field.\\ |
+ | - **Print** - Print this remarks to a printer (or to HTML).\\ | ||
+ | - **Save | ||
- | To top | + | ====+ - < > (Navigation Keys)==== |
- | Navigation Keys | + | |
Use the navigation shortcut keys to quickly switch to another general information screen. These keys are also available in the menu. | Use the navigation shortcut keys to quickly switch to another general information screen. These keys are also available in the menu. | ||
- | Use the minus sign (-) to switch to the previous record in contract number order. | + | Use the minus sign (**-**) to switch to the previous |
+ | |||
+ | Use the plus sign (**+**) to switch to the next record in contract number order. | ||
- | Use the plus sign (+) to switch to the next record in contract number | + | Use the less-than |
- | Use the less-than sign (<) to see the previous | + | Use the greater-than sign (**>**) to see the next record in entry order. |
- | Use the greater-than sign (>) to see the next record in entry order. | + | {{tag>" |