cats:procedures:contract:contractmainscreen

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cats:procedures:contract:contractmainscreen [2014/12/09 17:37] – amandacats: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**.
-[{{:cats:procedures:contracts:contract_accessmain.png|Accessing the Contract Main Screen}}]+[{{:cats:procedures:contract:contract_accessmain.png |Accessing the Contract Main Screen. Contract > Purchases > Main}}]\\  
 + 
 +[{{:cats:procedures:contract:contract_mainscreen.png|The Purchase Contract Main Screen}}]
  
 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.
-[{{:cats:procedures:contracts:contract_mainscreen.png|The Purchase Contract Main Screen}}] 
  
 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====
- 
 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.
-[{{:cats:procedures:contracts:contract_editmain.png|Editing the Fields on the Main Contract Screen}}]+[{{:cats:procedures:contract:contract_editmain.png|Editing the Fields on the Main Contract Screen}}]
  
 ====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.
-[{{:cats:procedures:contracts:contract_prnmenucontractinfoboxes.png|Printing the Contract Record}}]+[{{:cats:procedures:contract:contract_prnmenucontractinfoboxes.png|Printing the Contract Record}}]
  
 Choose **Contract Info Boxes** to see accounting information, purchase and sale invoices, and a summary of contract and traffic information. Accounting activity for a date range may also be printed. Detailed profit analysis can be selected for inclusion in this report. Choose **Contract Info Boxes** to see accounting information, purchase and sale invoices, and a summary of contract and traffic information. Accounting activity for a date range may also be printed. Detailed profit analysis can be selected for inclusion in this report.
  
 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.
-[{{:cats:procedures:contracts:contract_prncheckbox.png|Selecting Data for the Printed Contract Record}}]+[{{:cats:procedures:contract:contract_prncheckbox.png|Selecting Data for the Printed Contract Record}}]
  
 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 position report.+This report may be printed for a range of contracts by using the [[cats:procedures:reports:contracthistory|Contract History Position report]].
  
 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:procedures:contracts:contract_deleteenterpassword6.png|Enter Password 6}}]+[{{:cats:procedures:contract:contract_deleteenterpassword6.png|Enter Password 6}}]
  
 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. 
-[{{:cats:procedures:contracts:contract_deletesummary.png|Status Check for Deletion Summary}}]+[{{:cats:procedures:contract:contract_deletesummary.png|Status Check for Deletion Summary}}]
  
 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. 
-[{{:cats:procedures:contracts:contract_deleteyesno.png|Delete this Contract Yes or No}}]+[{{:cats:procedures:contract:contract_deleteyesno.png|Delete this Contract Yes or No}}]
  
 Select **Yes** to proceed with deletion or **No** to cancel.  Select **Yes** to proceed with deletion or **No** to cancel. 
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 ====Mrk: Use Marks to Select Location Screen==== ====Mrk: Use Marks to Select Location Screen====
-Select Mrk (or press [M]) to look up the location screen using the marks.+Choose **Mrk** (or press [M]) to look up the location screen using the 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 location screen. This is especially useful if you are using this feature from the Sale Main screen. 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 location screen. This is especially useful if you are using this feature from the Sale 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.
 +[{{:cats:procedures:contract:contract_mrklookup.png|Find a Mark from a Contract Main Screen}}]
  
 ====Recal: Recalculate Summary Information==== ====Recal: Recalculate Summary Information====
-Select Recal (or press [R]) to update the totals on the contract.+Select **Recal** (or press [R]) to update the totals on the contract.
  
-The recalculation feature calculates the various totals from the location screens and updates the Contract Main screen.+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.
  
-This is useful if you have made changes to the contract that are not yet reflected in the totals (for example, changing quantity on the Item screen).+In this example, these location screens are marked AF but do not have purchase invoices booked against them.  
 +[{{:cats:procedures:contract:contract_recalcprintout.png|Contract Main Screen Recalculation Report}}]
  
-You can recalculate all your contracts at once.+You can recalculate all your contracts at once via procedure in the Maintenance area.
  
 ====Cntr*: Create Contract Confirmation==== ====Cntr*: Create Contract Confirmation====
-Select Cntr* (or press [C]) to create a contract confirmation for this material. +Pick **Cntr*** (or press [C]) to create a contract confirmation (also called a written contract) for this material.  
 +[{{:cats:procedures:contract:contract_noconfirmwithstar.png|Create a Contract Confirmation}}]
  
 The ''*'' indicates that no confirmation exists yet for this contract.  The ''*'' indicates that no confirmation exists yet for this contract. 
  
 ====Cntr: Print or Edit Contract Confirmation==== ====Cntr: Print or Edit Contract Confirmation====
- +Select **Cntr** (or press [C]) to edit or print a contract confirmation, or to create a new revision. 
-Select Cntr (or press C) to edit or print a contract confirmation? (written contract) that can be signed by both parties.+{{:cats:procedures:contract:contract_confirmationwithstar.png|Edit or Print a Contract Confirmation.}}
  
 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.
  
-Show Credit Information +====Expos/Credit: Show Credit Information==== 
- +Click **Expos/Credit** to see credit information for the contract's counterparty. 
-Select Cred to see credit information.+[{{:cats:procedures:contract:contract_exposcreditscreen.png|The Exposure and Credit Information Screen}}]
  
 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 (or press A) to allocate? this sale to one or more traffic screens.+====Allo: Allocation==== 
 +Choose **Allo** (or press [A]) to allocate this sale to one or more traffic screens. 
 +[{{:cats:procedures:contract:contract_allocfromsale.png|Allocate from the Sale Main Screen Menu}}]
  
-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.</note>
  
-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: Letter of Credit, Loan, ETA etc.==== 
-To top +Select **Other** (or press O) to enter data including carrier and letter of credit? information. 
-Letter of Credit, Loan, ETA etc.+[{{:cats:procedures:contract:contract_otherscreen.png|Other Contract and Traffic Info Screen}}]
  
-Select Othe (or press O) to enter data including carrier and letter of credit? information.+This information will automatically transfer to all location screens if you check the button next to the **Update Item\traffic screens** box. 
  
-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 can be specified for sale or purchase. The carrier is used with the cost analysis calculation.
-Enter letter of credit, carrier, etc. info +
-Enter letter of credit, carrier, loan and other information+
  
-This information will automatically transfer to all location screens if desired. The carrier can be specified for sale or purchase. The other fields can only be specified for the purchase. The carrier is used with the cost analysis? calculation. +====Brkr: Broker==== 
-To top +Select **Bro** (or press B) to enter broker information for the contract. 
-Broker+[{{:cats:procedures:contract:contract_brokerscreen.png|Enter Broker Information}}]
  
-Select Brok (or press B) to enter broker information for the contract.+Two brokers can be entered for each contract. The broker's account code will appear on the general information screen. 
  
-Two brokers can be entered for each contract. The broker's account codes will appear on the general information screen. Before posting you will be shown the amount of the commission? and be asked if you want to post the commission. +Enter the broker's account code in the Broker field.  
-Broker commission information +<note>The broker code must have an account type of BRO.</note>  
-Broker commission information+Enter the commission in the Commission field. The broker commission can be entered with a variety of basis (per Lb., per KG, etc.).
  
-Enter the broker's account code in the Broker field.+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. 
 +[{{:cats:procedures:contract:contract_statusscreen.png|Contract Status Screen}}]
  
-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 the Contract Status===
-To top +
-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.+**Active** - Allows activity in the contract (additional costs, posting of invoices, etc.).\\  
 +**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.
  
-Status of a Contract +<note tip>Changing the status of the contract may be password protected depending on your company settings.</note>
-Contract status screen+
  
-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 from the **Position Reports > Contract Status** area.
- +
-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.
 +[{{:cats:procedures:contract:contract_salecontractlookupbyz.png|Use Z to Switch Between Purchase and Sale}}]
  
-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 Note Field==== 
-Edit Notes +Select & (or press [&]) to edit the note field on the Contract Main screen. 
- +[{{:cats:procedures:contract:contract_notefield.png|Unlimited Note Field Access}}]
-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.
- 
 The note field will expand to contain as much of the note as possible. You can also click on the "magnifying glass" icon shown when you hover over the note field to force it to expand. The note field will expand to contain as much of the note as possible. You can also click on the "magnifying glass" icon shown when you hover over the note field to force it to expand.
-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 and continue +  - **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 the current text to the remarks file** - Saves this note as a saved remark. You can then insert this note into other note fields in the system. 
  
-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 record in contract number order. 
 + 
 +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 order.+Use the less-than sign (**<**) to see the previous record in entry order.
  
-Use the less-than sign (<) to see the previous record in entry order.+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>"contract" "location" "purchase" "sale"}}
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  • Last modified: 2017/12/19 03:21
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