cats:procedures:contract:contractstatus

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cats:procedures:contract:contractstatus [2015/08/25 13:05] amandacats:procedures:contract:contractstatus [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 =====Contract Status Report===== =====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.}}] 
 + 
 +These fields are the Active status and the dates Received, Mailed, and Returned.
 [{{:cats:procedures:reports:contractstatus_fieldshighlighted.png|Contract Status Fields}}] [{{: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. 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. The most important filter on the Contract Status report is the **Status** filter, which allows you to see just those contracts with missing dates.
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   * 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: A typical Contract Status report will have the following selections:
 **Active** - Active **Active** - Active
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 The columns selected will include the dates mailed and received. 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"}}
  • cats/procedures/contract/contractstatus.1440507931.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)