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cats:procedures:contract:items [2015/06/19 15:29] – amanda | cats:procedures:contract:items [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Overview of Contract Items===== | =====Overview of Contract Items===== | ||
The contract item screen represents a single trade on a contract, with information unique to that trade. | The contract item screen represents a single trade on a contract, with information unique to that trade. | ||
+ | {{entry> | ||
Every contract (purchases and sales) must have at least one item. | 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. | 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. | ||
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===Rev=== | ===Rev=== | ||
- | Review detailed information about this trade, including cost of inventory. | + | Review detailed information about this trade, including cost of inventory |
+ | [{{: | ||
===Fin=== | ===Fin=== | ||
- | Add financing/collateral | + | Add financing |
+ | |||
+ | [{{: | ||
+ | |||
+ | The financing designation can be used to filter reports. | ||
===Cost=== | ===Cost=== | ||
- | 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. | + | 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. |
+ | [{{: | ||
===Z=== | ===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). |
+ | |||
+ | [{{: | ||
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+ | ===Links=== | ||
+ | * ● Click on the __Purchase Contract Number__ to go to the Contract Main Screen. | ||
+ | * ● Click on the __Grade Code__ to see the grade/ | ||
+ | * ● 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, | ||
- | Links | + | {{tag>" |
- | ● Click on the Purchase Contract Number to go to the Contract Main Screen. | + | |
- | ● Click on the grade code to see the grade/ | + | |
- | ● Click on the location | + | |
- | ● Click | + | |
- | ● 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. | + |