cats:procedures:maintenance:questionmark

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cats:procedures:maintenance:questionmark [2017/10/23 14:59] – jencats:procedures:maintenance:questionmark [Unknown date] (current) – external edit (Unknown date) 127.0.0.1
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 =====Using the Question Mark Feature===== =====Using the Question Mark Feature=====
 +{{entry>0;question mark menu;-}}
 The **Question Mark (?)** menu is available to you wherever you are in CATS. Use the **Question Mark (?)** to access Help quickly, to bring up tools including the Calendar or Calculator, or to use other features. The **Question Mark (?)** menu is available to you wherever you are in CATS. Use the **Question Mark (?)** to access Help quickly, to bring up tools including the Calendar or Calculator, or to use other features.
  
-The ? gives you access to many convenient pop up functions.  +The **''?''** gives you access to many convenient pop up functions.  
-[{{:cats:procedures:maintenance:questionmark_frommainmenu.png?|Using the question mark feature}}]+[{{:cats:procedures:maintenance:questionmark_accessmenu.png?|Using the question mark feature}}]
  
 ===Help=== ===Help===
-Choose **Help** to access help files. When you are working in CATS and you select Help from the Question Mark menu, CATS will open the help file about the feature or type of record you are working with.+Choose **Help** to access help files. When you are working in CATS and you select Help from the Question Mark menu, CATS will open the CATS wiki page. Here you can find detailed information on procedures, terms, features, and everything else you need to get the most out of using CATS. 
  
 ===Calculator=== ===Calculator===
-Access the CATS calculator feature.+Accesses the CATS calculator feature. 
 +[{{:cats:procedures:maintenance:questionmark_calculator.png?|Calculator function from question mark.}}]
 ===Calendar=== ===Calendar===
-Acesss the CATS calendar feature.+Accesses the CATS calendar feature. 
 +[{{:cats:procedures:maintenance:questionmark_calendar.png?|Calendar function from question mark.}}]
 ===Report File=== ===Report File===
 This menu item will show the last report you printed to text. Once open, you can treat it like a text file, and use the toolbar functions **File, Edit, or Format**. Use **Esc** to exit. This menu item will show the last report you printed to text. Once open, you can treat it like a text file, and use the toolbar functions **File, Edit, or Format**. Use **Esc** to exit.
 [{{:cats:procedures:maintenance:questionmark_reportfile.png?|Question mark report file option}}]  [{{:cats:procedures:maintenance:questionmark_reportfile.png?|Question mark report file option}}] 
 ===Recently Printed Reports=== ===Recently Printed Reports===
-See wiki on [[cats:procedures:recentlyprintedreports|Recently printed reports.]]+A list of the most recently printed reports for this user. See the wiki on [[cats:procedures:recentlyprintedreports|Recently printed reports]] for more information.  
 +[{{:cats:procedures:maintenance:questionmark_recentreports.png?|Use question mark to see your recently printed reports}}]
 ===Open Invoices=== ===Open Invoices===
-Use this option to see a report of open invoices for the selected account. +Use this option to see a report of open invoices for the selected account. See the wiki on the [[cats:procedures:invoices:openinvoicereport|Open invoices quick report.]] 
-See wiki on [[cats:procedures:invoices:openinvoicereport|Open invoices quick report.]]+[{{:cats:procedures:maintenance:questionmark_openinvoices.png?|Use question mark to get a list of open invoice}}]
 ===One Invoice=== ===One Invoice===
-See wiki on [[cats:procedures:invoices:statementoneinvoice|One Invoice.]]+Choose **one invoice** to print a detailed report of transactions for one invoice. See the wiki on the [[cats:procedures:invoices:statementoneinvoice|One Invoice Statement]] for more information. 
 +[{{:cats:procedures:maintenance:questionmark_printoneinvoice.png?|Print one invoice}}]
 ===Open Position=== ===Open Position===
-Choose Open Position to see all open position information for one description/grade code. See wiki on +Choose Open Position to see all open position information for one description/grade code. See the  wiki on the [[cats:procedures:reports:quickopenposition|Open Position Quick View]] report for additional information. 
-[[cats:procedures:reports:quickopenposition|Open position quick view]]+[{{:cats:procedures:maintenance:questionmark_openposition.png?|Open position information for one description}}]
 ===Physical Trades=== ===Physical Trades===
 The Physical Trades quick view lets you browse a record of every physical trade entered into CATS. The Physical Trades quick view lets you browse a record of every physical trade entered into CATS.
 +[{{:cats:procedures:maintenance:questionmark_physicaltrades.png?|Browse records of physical trades}}]
 ===Futures Trades=== ===Futures Trades===
-The Futures Trades quick view allows you to browse record of every futures trade entered into CATS. For more information about futures trades see [[cats:procedures:futures:addliquidatemovefutures|Working with future trades.]]+The Futures Trades quick view allows you to browse record of every futures trade entered into CATS. For more information about futures trades see [[cats:procedures:futures:addliquidatemovefutures|Working with Future Trades.]] 
 +[{{:cats:procedures:maintenance:questionmark_futureexchanges.png?|Browse future exchanges entered into CATS}}]
 ===Contract Account History=== ===Contract Account History===
-This feature allows you to see the accounting activity on a particular contract (purchase or sale). CATS will ask you to identify a contract by number.+This feature allows you to see the accounting activity on a particular contract (purchase or sale).  
 +[{{:cats:procedures:maintenance:questionmark_accthistory.png?|Choose purchase or sale to view activity}}]CATS will ask you to identify a contract by number.
 ===Contract Traffic Summary=== ===Contract Traffic Summary===
-Use this option to see all traffic screens for a particular contract displayed on a scan screen. CATS will prompt you to enter a contract number. +Use this option to see all traffic screens for a particular contract displayed on a scan screen. CATS will prompt you to enter a contract number. You can also search by item number or location. Check the box **billed** to see contracts that have been billed. Un-check the box to view open invoices. 
-===Buyer History=== +[{{:cats:procedures:maintenance:questionmark_contracttrafficsummary.png?|Contract traffic summary}}] 
-Quick view of a report gives a history of sales or purchases for a particular account. + 
-===Seller History=== +===Buyer History/Seller History=== 
-Quick view of a report gives a history of sales or purchases for a particular account.+Quick view of a report gives a history of sales or purchases for a particular account. Choose **View Filters** to view a different account. 
 +[{{:cats:procedures:maintenance:questionmark_buyerhistory.png?|Buyer history report}}]
 ===Last Message=== ===Last Message===
-Displays the last message shown on the top right hand of the screen, for example a warning etc.+Displays the last message shown on the top-right of the screen, for example a warning.
 [{{:cats:procedures:maintenance:invoice_warningmissingdata.png?|Example of a warning message}}] [{{:cats:procedures:maintenance:invoice_warningmissingdata.png?|Example of a warning message}}]
 ===Clear Programs=== ===Clear Programs===
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 ===Quit=== ===Quit===
 Use this option to log off of CATS. Use this option to log off of CATS.
-{{tag>questionmark}}+{{tag>"question mark menu"}}
  • cats/procedures/maintenance/questionmark.1508770785.txt.gz
  • Last modified: 2017/12/19 03:21
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