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| cats:procedures:procedurelist [2022/07/05 16:49] – [Utilities and Maintenance] amanda | cats:procedures:procedurelist [2024/04/16 19:12] (current) – amanda |
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| [[cats:procedures:accounting:reportsandjournals|Transaction Reports and Journals]] - Printing lists of disbursements, receipts, and other transactions.\\ | [[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: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.\\ |
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| ===The General Ledger and Reports=== | ===The General Ledger and Reports=== |
| [[cats:procedures:codes:othertraffic|Other Traffic Terms]] - Management of codes for Location (AF/XD/WH), Vessel, Voyage, Traffic Status, Pier, etc.\\ | [[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: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\\ |
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| ==== Contracts ==== | ==== Contracts ==== |
| [[cats:procedures:contract:contractmainscreen|Contract Main Screen]] - Takes you through all menu items on the Purchase and Sale main contract screens and explains what they do.\\ | [[cats:procedures:contract:contractmainscreen|Contract Main Screen]] - Takes you through all menu items on the Purchase and Sale main contract screens and explains what they do.\\ |
| [[cats:procedures:contract:addcontract|Contract Entry Tutorial]] - Creating a contract in CATS.\\ | [[cats:procedures:contract:addcontract|Contract Entry Tutorial]] - Creating a contract in CATS.\\ |
| | [[cats:procedures:contract:batchadd|Batch Add Contracts]] - Batch Adding Contracts in CATS.\\ |
| [[cats:procedures:contract:confirmations|Creating Contract Confirmations]] - How to manage written contracts (contract confirmations).\\ | [[cats:procedures:contract:confirmations|Creating Contract Confirmations]] - How to manage written contracts (contract confirmations).\\ |
| [[cats:procedures:contract:confirmationtemplates|Contract Confirmation Templates]] - How to create a contract confirmation template.\\ | [[cats:procedures:contract:confirmationtemplates|Contract Confirmation Templates]] - How to create a contract confirmation template.\\ |
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| ==== Reports ==== | ==== 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: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: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: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.\\ | [[cats:procedures:customhtmlformats|Using Custom Fonts and Colors in Reports]] - Change the fonts and colors on HTML report outputs.\\ |
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| ===Position Reports=== | ===Position Reports=== |
| [[cats:procedures:reports:overall|Overall Position Report]] - Setting up an overall position report.\\ | [[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:tracking|Tracking Report]] - Setting up a tracking report.\\ |
| | [[cats:procedures:reports:productionreport|Production Report]] - Setting up a production report.\\ |
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| ==== Production ==== | ==== Production ==== |
| [[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: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: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.\\ |
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| ===Reports=== | ===Reports=== |
| [[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: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 .\\ | [[cats:procedures:sampling:runasamplingreport|Sampling Report]] - Run a sampling report .\\ |
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| ====Utilities and Maintenance==== | ====Utilities and Maintenance==== |
| [[cats:procedures:maintenance:trackingfile|Tracking Operations and Errors]] - How to access and print tracking files.\\ | [[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: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:documentmanger|Document Manager]] - How to attach documents in CATS.\\ |
| [[cats:procedures:workscheduler|Work Scheduler]] - How to schedule automated processes to run independently at a specific time and date.\\ | [[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.\\ |
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