Differences

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--- cats:procedures:contract:contractstatus [2015/08/24 20:43] – created amanda
+++ cats:procedures:contract:contractstatus [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 =====Contract Status Report=====
-The contract status report lets you view the state of all contracts in the system with regards to the status fields under the “St” menu item from the main contract screen.
+{{entry>0;Contract Status Report;-}}
-[]
+The contract status report lets you view the status of all contracts in the system. The status on a contract is listed as **''Active''** or **''Complete''** and can be changed by selecting **St** from the contract main screen's toolbar menu.
+[{{:cats:procedures:contract:contractstatus_stfrommenu.png|Select St from the main contract screen to change the status.}}]
-The most important filter on the Contract Status report is the Status filter, which allows you to see just those contracts with missing dates.
+These fields are the Active status and the dates Received, Mailed, and Returned.
+[{{:cats:procedures:reports:contractstatus_fieldshighlighted.png|Contract Status Fields}}]
+====Creating and Printing a Contract Status Report====
+To access the contract status report, select **Position Reports > Contract Status** from the Main menu.
+[{{:cats:procedures:contract:positionreportsmenu_contractstatus.png|Select Position Reports, then Contract Status.}}]
+The most important filter on the Contract Status report is the **Status** filter, which allows you to see just those contracts with missing dates.
+[{{:cats:procedures:reports:contractstatus_screen1statusfilter.png|Options for the Status Filter}}]
- All - Indicates any status of the contract, with any fields showing or missing.
+  * All - Indicates any status of the contract, with any fields showing or missing.
-Missing Received or Returned - If either of these date fields is blank, that contract will show up on this report.
+  * Missing Received or Returned - If either of these date fields is blank, that contract will show up on this report.
-Received and Returned - If all fields are filled in, the contract will be displayed on this report.
+  * Received and Returned - If all fields are filled in, the contract will be displayed on this report.
+====Sample Contract Status Report====
 A typical Contract Status report will have the following selections:
-Active - Active
+**Active** - Active
-Contracts P/S - Purchase or Sales or All
+**Contracts P/S** - Purchase or Sales or All
-Status - Missing Received or Returned (to search for incomplete contracts)
+**Status** - Missing Received or Returned (to search for incomplete contracts)
 The columns selected will include the dates mailed and received.
+[{{:cats:procedures:contract:contractstatus_samplereport.png|A Sample Contract Status Report}}]
+{{tag>"contract status" "status contract" "contract status report" "date signed" "date mailed" "date received"}}