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cats:procedures:contract:contractmainscreen [2014/12/09 18:02] – 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**. | ||
- | [{{: | + | [{{: |
+ | |||
+ | [{{: | ||
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. | ||
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====Mrk: Use Marks to Select Location Screen==== | ====Mrk: Use Marks to Select Location Screen==== | ||
- | Select | + | 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. | ||
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====Recal: Recalculate Summary Information==== | ====Recal: Recalculate Summary Information==== | ||
- | Select Recal (or press [R]) to update the totals on the contract. | + | Select |
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. | 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. | ||
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====Cntr*: Create Contract Confirmation==== | ====Cntr*: Create Contract Confirmation==== | ||
- | Select | + | Pick **Cntr*** (or press [C]) to create a contract confirmation (also called a written contract) for this material. |
[{{: | [{{: | ||
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====Cntr: Print or Edit Contract Confirmation==== | ====Cntr: Print or Edit Contract Confirmation==== | ||
- | Select Cntr (or press [C]) to edit or print a contract confirmation, | + | Select |
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====Expos/ | ====Expos/ | ||
- | Select Cred to see credit information for the contract' | + | 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. | ||
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====Allo: Allocation==== | ====Allo: Allocation==== | ||
+ | Choose **Allo** (or press [A]) to allocate this sale to one or more traffic screens. | ||
+ | [{{: | ||
- | Select Allo (or press A) to allocate? this sale to one or more traffic screens. | + | <note tip>The allocation menu option is only available on Sale Contract Main screens. Use the **Alloc** option on the location screen |
- | The allocation menu option is only available on Sale Contract Main screens. Use the Alloc option on the location screen to allocate | + | You must allocate the Sale to a Purchase |
- | Sale General Info Screen menu | + | ====Other: Letter of Credit, Loan, ETA etc.==== |
- | The general | + | Select **Other** (or press O) to enter data including carrier and letter of credit? |
+ | [{{: | ||
- | You must allocate the Sale to a Purchase before | + | This information will automatically transfer |
- | To top | + | |
- | Letter of Credit, Loan, ETA etc. | + | |
- | Select Othe (or press O) to enter data including | + | All fields except for **Carrier** can only be filled in for Purchase contracts. The carrier can be specified for sale or purchase. The carrier |
- | When you choose this option, you will see a screen like the one pictured below. | + | ====Brkr: Broker==== |
- | Enter letter of credit, carrier, etc. info | + | Select **Bro** (or press B) to enter broker information for the contract. |
- | Enter letter of credit, carrier, loan and other information | + | [{{: |
- | This information will automatically transfer to all location screens if desired. The carrier | + | Two brokers |
- | To top | + | |
- | Broker | + | |
- | Select Brok (or press B) to enter broker | + | Enter the broker's account code in the Broker field. |
+ | < | ||
+ | Enter the commission in the Commission field. The broker commission can be entered with a variety of basis (per Lb., per KG, etc.). | ||
- | Two brokers can be entered for each contract. The broker' | + | Commission information will be transferred automatically to the purchase commission or sales commission invoice. Before posting |
- | Broker commission information | + | |
- | Broker commission information | + | |
- | Enter the broker' | + | ====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. | ||
+ | [{{: | ||
- | Enter the commission in the Commission field. | + | Enter the date the contract was **Sent** to the recipient, when it was **Received**, |
- | The broker commission can be entered with a variety of basis (per Lb., per KG, etc.). | + | ===Change the Contract Status=== |
- | 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 | + | **Active** - Allows activity in the contract |
- | To top | + | **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 | + | |
- | Select Stat (or press S) to enter information about the contract | + | <note tip> |
- | Status of a Contract | + | You can generate a report that lists the status of contracts |
- | 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. | + | |
- | + | ||
- | 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. |
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- | 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>" |