Differences

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

--- cats:procedures:maintenance:savedtexts [2016/05/25 15:11] – jen
+++ cats:procedures:maintenance:savedtexts [2019/02/26 17:24] (current) – [Default Payment Instructions] amanda
@@ Line 1: / Line 1: @@
 =====How to Create and Edit Remarks=====
+{{entry>0;Remarks;-}}
 Remarks are saved notes or texts you can insert in any note field. Note fields can be found on the contract main screen, traffic orders, invoices etc. There are many ways to create notes (remarks) or edit saved notes.
 ====Create a Remark from Maintenance====
@@ Line 5: / Line 6: @@
 [{{:cats:procedures:maintenance:createremarks_maintenancesetup.png?|Go to Maintenance, Setup, Remarks}}]
 Edit standard texts box will pop up.
-Click on the **Create New Text** button to create a new standard text.
+Click on the **Create New Text** button to create a new standard text. Clicking **Bold Font When Available** will print to the printer in bold font, if it's available.\\
 [{{:cats:procedures:maintenance:createremarks_editstandardtextboxcreate.png?|Create New Text Box}}]
 Enter a name for this remark and click **OK**.
-[{{:cats:procedures:maintenance:createremarks_createnewstandardtext.png?|Create a New Standard text Box}}]
+[{{:cats:procedures:maintenance:createremarks_createnewstandardtext2.png?|Create a New Standard text Box}}]
 You will return to the edit text box pop up. Enter text for this remark in the large box to the right and then click **Apply**.\\
 [{{:cats:procedures:maintenance:createremarks_edittextaddtext.png?|}}]
-You may also edit an existing remark. From edit standards texts box, select a note title to edit an existing remark.
+You may also edit an existing remark. From edit standard texts box, select a note title to edit an existing remark.
 [{{:cats:procedures:maintenance:createremarks_editstandardtextbox.png?|Edit Standard Text Box}}]
-Once you select your note proceed to edit or add to the existing text and then click **Apply**.\\
+Edit the existing remark in the large box on the right and then click **Apply**.\\
 [{{:cats:procedures:maintenance:createremarks_edittextaddtext.png?|Edit Text or Add Text}}]
+====Default Payment Instructions====
+If you create a remark with the name of **''PAYMENT''**, the text of that remark will automatically be pulled into the **Payment Instructions** field on a sale invoice when an invoice is created.
+[{{:cats:procedures:maintenance:createremarks_defaultremarkpayment.png|A remark named PAYMENT will pull automatically into the Payment Instructions field.}}]
+You can also create default remarks for other currencies you are using in the system by calling them **''PAYMENT ZZZ''**, where **''ZZZ''** matches the system currency code.
+Then, if the invoice is in GBP, the remark named **''PAYMENT''** GBP will pull into the **Payment Instructions** field.
+[{{:cats:procedures:maintenance:createremarks_defaultcurrencypayment.png|A remark named PAYMENT GBP will pull onto invoices in currency GBP.}}]
+<note>If no currency-related mark is found, CATS will **NOT** pull the default PAYMENT remark onto the invoice. </note>
 ====Inserting Remarks====
@@ Line 26: / Line 34: @@
 Now you may click in any note field and click the magnifying glass on the bottom right of the note field.
 [{{:cats:procedures:maintenance:createremarks_magnifierglass.png?|Click on the magnifier in any note field}}]
-[]
+The note box will pop up. Click on insert text from the remarks file.\\
+[{{:cats:procedures:maintenance:createremarks_magnifierglassnotepopup.png?|Magnifier Popup}}]
+The select standard text box will pop up. Proceed to select or edit text or create new.\\
+[{{:cats:procedures:maintenance:createremarks_selectstandardtext.png?|Select Standard Text Box}}]
 ===Shift and F3===
-Navigate to your purchase contract or invoice. Go to **Edit** on the top menu.
+Go to **Edit** on the top menu.
 [{{:cats:procedures:maintenance:createremarks_editfrommain.png?|Edit from the main screen}}]
-Now you may click in any note field and press SHIFT and F3 at the same time.
+Now you may click in any note field and press keys [shift] and [F3] at the same time. Click **Retrieve a Standard Text** from the pop up.
+[{{:cats:procedures:maintenance:createremarks_shiftandf3.png?|Click on Note Field and Press Shift and F3}}]
+Then proceed from the standard texts box.
+[{{:cats:procedures:maintenance:createremarks_selectstandardtext.png?|Standard Texts Box}}]
 ===Edit and Then Right Click===
-Navigate to your purchase contract or invoice. Go to **Edit** on the top menu.
+Go to **Edit** on the top menu.
 [{{:cats:procedures:maintenance:createremarks_editfrommain.png?|Edit from the main screen}}]
 Now from any note field you can right click from your mouse to pull up the note field.
 [{{:cats:procedures:maintenance:createremarks_rightclickinanynotefield.png?|Edit and the right click in any note field}}]
+Pick **Remark > Insert Remark**. Then proceed from the standard texts box.
+[{{:cats:procedures:maintenance:createremarks_selectstandardtext.png?|}}]
+===Ampersand Symbol(&)===
+Navigate to your purchase contract or location screen. Click on the ** & ** (Ampersand) symbol on the top menu. This will pull up the note box. Click on insert text from the remarks file.
+[{{:cats:procedures:maintenance:createremarks_popupbox_001.png?|}}]
+Then proceed from the standard texts box.
+[{{:cats:procedures:maintenance:createremarks_selectstandardtext.png?|Standard Texts Box}}]
-====Ampersand Symbol(&)====
+{{tag>"create remarks" "edit remarks"}}
-Navigate to your purchase contract or location screen. Click on the & (Ampersand) symbol on the top menu. This will pull up the note box.
-[{{:cats:procedures:maintenance:createremarks_popupbox.png?|}}]