Differences

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

--- cats:procedures:contract:items [2015/06/05 18:42] – amanda
+++ cats:procedures:contract:items [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 =====Overview of Contract Items=====
 The contract item screen represents a single trade on a contract, with information unique to that trade.
+{{entry>0;Description Code;-}}{{entry>0;Optional Identifier;-}}
 Every contract (purchases and sales) must have at least one item.
 Items are identified as unique by their **Description** code and an **Optional Identifier** code.  Allocations are created by tying a sales item to a purchase location screen.
@@ Line 71: / Line 71: @@
 You can access the shipment position by clicking **Shp** from the toolbar menu. Use **Val** to change the valuation position and type of valuation.
-===Price, Fixations, and Hedges===
+====Price, Fixations, and Hedges====
 The purchase item has been price fixed at $2.10 USD/LB. The hedge was done at $2.25. The final price was calculated using a differential of 10 cents under September ICE. We had eight lots to fix, and the price fixing was completed July 2014.
-===Costings===
+[{{:cats:procedures:contract:items:contractitem_priceandhedges.png|}}]
-This example does not show the individual costing options. Use the "Tran" menu to add and review costs. Costs can be estimated on each individual contract item based on weight, units, percentages, etc. These costing records can then be applied to vendor invoices.
-====The Contract Item Menu====
+To change the fixed price, select **Price$** from the menu. To change the differential (if the price has not been fixed), use **Dfftnl$** instead. If the price has been fixed, you will need to zero out the fixed price before CATS will allow you to change the differential.
+You can add a hedge using the **Hedge/Fx** menu.
+====Costings====
+This item shows several costs. Use the **Tran** menu to add and review costs. Costs can be estimated on each individual contract item based on weight, units, percentages, etc. These costing records can then be applied to vendor invoices.
+====Other Options on the Contract Item Menu====
 Different sections of the item screen are managed under each menu option. This allows users to access only certain areas of the item screen.
 ===Add===
 Create a new item. You will be asked if you wish to copy an existing contract item.
-===Unit===
-Change the units, unit weight, or total weight on the item. You can also change the basis for the weight (for example, from per KG to per LB).
-===Shp===
-Change the shipment information.
-===Price$===
-Change the fixed price.
-===Dffntl$===
-Change the differential price. If the price has been fixed, you will need to zero out the fixed price before CATS will allow you to change the differential.
-===Hedge/Fx===
-Add and review hedging/fixing information.
 ===Rev===
-Review detailed information about this trade, including cost of inventory.
+Review detailed information about this trade, including cost of inventory and unposted invoice values.
+[{{:cats:procedures:contract:items:contractitem_reviewscreen.png|Review Contract Analysis}}]
-===Val===
-Edit how CATS values the material and recalculate the valuation.
 ===Fin===
-Add financing/collateral type.
+Add financing designation/type. To change the financing type, simply select an option from the menu provided.
-===Tran===
+[{{:cats:procedures:contract:items:contractitem_financingmenuandtype.png|Financing Menu and Type}}]
-Add & review transportation costs.
+The financing designation can be used to filter reports.
 ===Cost===
-Add & review cost estimates.
+Add & review cost estimates. This section will tell you if a transportation or other Standard Cost has been applied to this item and is being factored into the valuation calculation. You can change the Extra Cost as well.
+[{{:cats:procedures:contract:items:contractitem_extrastandarddestcost.png|Extra, Standard, Destination Costs on Item Screen}}]
-===&===
-Edit just the note.
 ===Z===
-Switch to viewing sale contract items.
+Switch to viewing sale contract items. When you pick **Z**, CATS will show you the sales contract chooser (or purchase contract chooser if you pick **Z** from a sale contract).
+[{{:cats:procedures:contract:items:contractitem_z.png|Select a Sales Contract from the Chooser}}]
+===Links===
+  * ●	Click on the __Purchase Contract Number__ to go to the Contract Main Screen.
+  * ●	Click on the __Grade Code__ to see the grade/description code dialog.
+  * ●	Click on the __Location Screen Number__ to go to the location screen (if the item has multiple screens it will show a list).
+  * ●	Click on the number of __Allocated Bags__ to view a list of allocations for this item.
+  * ●	Click on the counterparty __Account Code__ to go to the review screen for that account.
+  * ●	Click on the __Country Code__ to see the country code dialog.
+  * ●	Click on the __Shipment Terms__ to see the shipment terms dialog and description.
+  * ●	Click on the __Exchange Code__ to see information about that exchange.
+  * ●	Click on the __Position Month__ (shipment, differential, and valuation) to see the details about each of those position months, including lots open for those months and the market price.
-Links
+{{tag>"accessing contract item screen" "options on contract item"}}
-●	Click on the Purchase Contract Number to go to the Contract Main Screen.
-●	Click on the grade code to see the grade/description code dialog.
-●	Click on the location screen number to go to the location screen (if the item has multiple screens it will show a list).
-●	Click on the number of allocated bags to view a list of allocations for this item.
-●	Click on the counterparty account code to go to the Account Screen
-●	Click on the country code to see the country code dialog.
-●	Click on the shipment terms to see the shipment terms dialog.
-●	Click on the exchange to see the exchange code dialog.
-●	Click on the position to see the position dialog.