Differences

This shows you the differences between two versions of the page.

--- cats:procedures:contract:contractmainscreen [2014/12/09 18:50] – amanda
+++ cats:procedures:contract:contractmainscreen [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 =====Contract Main Screen=====
 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**.
-[{{:cats:procedures:contract:contract_accessmain.png|Accessing the Contract Main Screen}}]
+[{{:cats:procedures:contract:contract_accessmain.png |Accessing the Contract Main Screen. Contract > Purchases > Main}}]\\
-All contracts (purchase and sale) have main screens. Purchase Main screens differ slightly from their Sales counterparts.
 [{{: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.
 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.
@@ Line 49: / Line 50: @@
 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:
@@ Line 71: / Line 72: @@
 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.
@@ Line 156: / Line 157: @@
 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.
-====Bro: Broker====
+====Brkr: Broker====
 Select **Bro** (or press B) to enter broker information for the contract.
 [{{:cats:procedures:contract:contract_brokerscreen.png|Enter Broker Information}}]
@@ Line 171: / Line 172: @@
 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}}]
-Status of a Contract
-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.
+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.
+===Change the Contract Status===
-Active: Allows activity in the contract (i.e., additional costs).
+**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.
-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.
+<note tip>Changing the status of the contract may be password protected depending on your company settings.</note>
-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 from the **Position Reports > Contract Status** area.
-You can generate a report that lists the status of contracts.
 ====Z: Switch Between Sale and Purchase====
 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.
 ====&: Edit Note Field====
 Select & (or press [&]) to edit the note field on the Contract Main screen.
+[{{:cats:procedures:contract:contract_notefield.png|Unlimited Note Field Access}}]
 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.
-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 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"}}