Differences

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

--- cats:procedures:procedurelist [2022/07/05 16:46] – amanda
+++ cats:procedures:procedurelist [2023/09/13 12:51] – [Codes & Terms] jen
@@ Line 13: / Line 13: @@
 [[cats:procedures:accounting:reportsandjournals|Transaction Reports and Journals]] - Printing lists of disbursements, receipts, and other transactions.\\
 [[cats:procedures:accounting:banktransfer|Bank Transfer]] - Entering a bank transfer.\\
-[[cats:procedures:accounting:authorizationscan|Authorization Scan]] - Authorization Scan.\\
+[[cats:procedures:accounting:authorizationscan|Authorization Scan]] - Authorizations for Past due invoices and credit limits.\\
 ===The General Ledger and Reports===
@@ Line 46: / Line 46: @@
 [[cats:procedures:codes:othertraffic|Other Traffic Terms]] - Management of codes for Location (AF/XD/WH), Vessel, Voyage, Traffic Status, Pier, etc.\\
 [[cats:procedures:codes:costrelatedcodes|Cost-Related Codes]] - Destination, Port, Country, Crop Year, etc. Excludes General Cost Code setup.\\
+[[cats:procedures:codes:certification|Certification Level]] - Feature that adds value or cost to material.\\
+[[cats:procedures:codes:costtoexdock|Cost-to-Exdock]] - Adding specific costs to table that will apply to contracts\\
 ==== Contracts ====
@@ Line 97: / Line 99: @@
 ==== Reports ====
-[[cats:procedures:createareport|How to Create a Report]] - How Reports Work in CATS, including record selection, using orders and subtotals, and changing columns on reports.\\
+[[cats:procedures:reports:makeareport|Creating and Modifying Reports in CATS]] How reports work in CATS, including record selection, using orders and subtotals, and creating or changing columns on reports.\\
-[[cats:procedures:reports:quickexposure|Exposure/Credit Report]] - How to run a CATS report that will show the exposure/ credit for one account.\\
+[[cats:procedures:reports:quickexposure|Exposure/Credit Report]] - How to run a CATS report that will show the exposure/credit for one account.\\
 [[cats:procedures:recentlyprintedreports|Recent and Favorites Reports]] - Finding and printing recently printed reports.\\
 [[cats:procedures:reports:reportmanagement|Managing Reports and Report Ownership]] - Managing CATS reports using the report ownership feature.\\
 [[cats:procedures:reportscheduler|Setting Up the Report Scheduler]] - Using the report scheduler feature to automatically print reports.\\
 [[cats:procedures:customhtmlformats|Using Custom Fonts and Colors in Reports]] - Change the fonts and colors on HTML report outputs.\\
 ===Position Reports===
@@ Line 116: / Line 117: @@
 [[cats:procedures:reports:overall|Overall Position Report]] - Setting up an overall position report.\\
 [[cats:procedures:reports:tracking|Tracking Report]] - Setting up a tracking report.\\
+[[cats:procedures:reports:productionreport|Production Report]] - Setting up a production report.\\
 ==== Production ====
@@ Line 127: / Line 129: @@
 [[cats:procedures:traffic:allocation|Allocating Location Screens]] - How to allocate purchases to sales. \\
 [[cats:procedures:traffic:subdividingscreens|How to Subdivide Location Screens and Split Inventory Items]] - Subdividing location screens.\\
-[[cats:procedures:traffic:batchtraffic|Listing Multiple Screens and Changing Multiple Location Screens via Batch Traffic]]\\
+[[cats:procedures:traffic:batchtraffic|Batch Traffic Screen Listing and Changes]] - Filtering a list of location screens and changing values on them.\\
 [[cats:procedures:traffic:copytrafficinfo|Copying Location Screen Information]] - Copying information from one location screen to another.\\
 [[cats:procedures:traffic:weightreduction|Managing Weight Reductions]] - How to reduce weight on contracts.\\
@@ Line 138: / Line 140: @@
 [[cats:procedures:traffic:ordertemplates|Creating Order Templates and Internal Orders]] - How to create multiple templates for different order types and when to use internal orders.\\
 [[cats:procedures:traffic:vendororders|Creating Vendor Orders]] - How to manage vendor roles, vendor order templates and create vendor orders.\\
+[[cats:procedures:traffic:creditlimitwarnings|Past Due and Credit Limit Warnings]] - How to manage credit limit warnings on traffic orders.\\
 ===Reports===
 [[cats:procedures:traffic:trafficreporttypes|Types of Traffic Reports]] - Common traffic reports and how to set them up.\\
-<note important>The following links discuss a new feature in CATS that may not be available in your installation:</note>
+<note important>The following links discuss a feature that requires consultation with NDS:</note>
 ===Free Allocation===
 [[cats:procedures:traffic:allocation:allocatefromtraffic|Allocating from a Location Screen]] - Allocating material from the location screen to a sale using free allocation.\\
@@ Line 153: / Line 155: @@
 [[cats:procedures:sampling:createsampleorder|Creating and Working with a Sample Order]] - Creating a sample order (SO) and adding a sample to it.\\
 [[cats:procedures:sampling:runasamplingreport|Sampling Report]] - Run a sampling report .\\
 ====Utilities and Maintenance====
@@ Line 166: / Line 167: @@
 [[cats:procedures:maintenance:trackingfile|Tracking Operations and Errors]] - How to access and print tracking files.\\
 [[cats:procedures:maintenance:questionmark|Using the Question Mark Feature]] - How to access and use the question mark feature in CATS.\\
-[[cats:procedures:homescreen|CATS Home Screen]] - Customize CATS Home Screen.\\
+[[cats:procedures:homescreen|CATS Home Screen]] - Customizing the CATS Homescreen.\\
 [[cats:procedures:documentmanger|Document Manager]] - How to attach documents in CATS.\\
-[[cats:procedures:workscheduler|Work Scheduler]] - Work Scheduler.\\
+[[cats:procedures:workscheduler|Work Scheduler]] - How to schedule automated processes to run independently at a specific time and date.\\
+[[cats:procedures:quicksearch|CATS Quick Search]] - How to access and use the CATS Quick Search feature.\\