cats:procedures:contract:pricefixingletter

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cats:procedures:contract:pricefixingletter [2019/01/16 17:42] amandacats:procedures:contract:pricefixingletter [2024/04/16 20:53] (current) – added note about removing the confirmation dialog tom
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 To create a price-fixing letter, navigate to a contract item that has a price-fixation trade on it, then select **Hedge/Fx > Prepare/Review Price-fixing letter.** To create a price-fixing letter, navigate to a contract item that has a price-fixation trade on it, then select **Hedge/Fx > Prepare/Review Price-fixing letter.**
 [{{:cats:procedures:contract:pricefixing_accessmenu.png?|Prepare a price fixing letter}}] [{{:cats:procedures:contract:pricefixing_accessmenu.png?|Prepare a price fixing letter}}]
 +
  
 CATS will ask if you want to create a price fixing letter. Press **Yes** to proceed. CATS will ask if you want to create a price fixing letter. Press **Yes** to proceed.
 [{{:cats:procedures:contract:pricefixing_addpricefixltr.png?|CATS will ask if you want to create a letter}}] [{{:cats:procedures:contract:pricefixing_addpricefixltr.png?|CATS will ask if you want to create a letter}}]
 +
 +<note>As of CATS 2411 you will no longer be prompted to confirm the creation of the price fixing letter.</note>
    
-CATS displays a dialog reflecting the current price fixing status of the contract item. You can specify whether the PF letter is Fully or Partially fixed and even set the number of bags. Click "Apply" (F2) to create the letter.+CATS displays a dialog reflecting the current price-fixing status of the contract item. You can specify whether the price-fixing letter is **Fully** or **Partially** fixed and even set the number of bags. Click "Apply" (F2) to create the letter.
 [{{:cats:procedures:contract:pricefixing_createnewpricefixltr.png?|Specify partially or fully fixed}}] [{{:cats:procedures:contract:pricefixing_createnewpricefixltr.png?|Specify partially or fully fixed}}]
  
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 **Edit** - Modify the language of the letter. Use this menu option to gain access to the text fields to modify the existing letter.  **Edit** - Modify the language of the letter. Use this menu option to gain access to the text fields to modify the existing letter. 
  
-**Prn** - Print the price fixing letter. As with other areas in CATS, you can choose the output from the menu.  +**Prn** - Print the price fixing letter. As with other areas in CATS, you can choose the output from the menu. 
-[{{:cats:procedures:printmenu_html_openinbrowser.png?400|Print Price-Fixing Letter}}+\\ ++Click here to to display | {{:cats:procedures:printmenu_html_openinbrowser.png|Print Price-Fixing Letter}}++
-[{{:cats:procedures:contract:pricefixing_letterprintout.png?|Print out of PF letter}}] +
-**Sign** - Add a signature to the price fixing letter. +
-[{{:cats:procedures:contract:pricefixing_addsignature.png?|}}]+
  
-**Addr** - Select different address from the Name & Address file.+**Sign** - Add signature to the price fixing letter.\\ ++Click here to to display | {{:cats:procedures:contract:pricefixing_addsignature.png?|}}++
  
-**Review** - View a list of all the price fixing letters for this item.+**Addr** - Select a different address from the Name & Address file.  
 +[[cats:procedures:accounting:multipleaddress|See the multiple address tool]] 
 + 
 +**Review** - View a list of all the price fixing letters for this item.\\ ++Click here to to display | {{:cats:procedures:contract:pricefixing_review.png?|}}++
  
 **Add** - Add another price fixing letter. You can create multiple price-fixing letters, if the fixation price changes or you want to show partial fixings on separate letters.  **Add** - Add another price fixing letter. You can create multiple price-fixing letters, if the fixation price changes or you want to show partial fixings on separate letters. 
  
-**Del** - Delete the current price fixing letter.+**Del** - Delete the current price fixing letter.\\ ++Click here to to display | {{:cats:procedures:contract:pricefixing_delete.png?|}}++
  
 +Here is a sample print out of a price fixing letter.
 +[{{:cats:procedures:contract:pricefixing_letterprintout.png?|Print out of PF letter}}]
 This concludes the tutorial on price fixing from the contract item screen.  This concludes the tutorial on price fixing from the contract item screen. 
  
 {{tag>"price fixing letter"}} {{tag>"price fixing letter"}}
  • cats/procedures/contract/pricefixingletter.1547660546.txt.gz
  • Last modified: 2019/01/16 17:42
  • by amanda