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cats:procedures:sampling:addreviewsamples [2018/05/03 15:39] – [Sample Management Screen] jen | cats:procedures:sampling:addreviewsamples [2019/02/20 14:59] – amanda | ||
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- | =====Managing | + | =====Managing |
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{{entry> | {{entry> | ||
- | This section has information on adding and reviewing sampling results, including attaching specific traffic marks to the samples, creating Sampling Orders from a sample entry, and running reports of sampling results. | + | This section has information on adding and reviewing sampling results, including attaching specific traffic marks to the samples. |
Sample entries allow you to record details about the sampling of specific traffic material. You can record key dates, sampler notes, and the overall status of each sample. This information can be tied to specific traffic marks, making the sampling results for any material quickly available from the corresponding traffic screen. | Sample entries allow you to record details about the sampling of specific traffic material. You can record key dates, sampler notes, and the overall status of each sample. This information can be tied to specific traffic marks, making the sampling results for any material quickly available from the corresponding traffic screen. | ||
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====Adding Sample Entries==== | ====Adding Sample Entries==== | ||
You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | You may add received or outgoing samples. Received samples are sent to you to test and buy. Outgoing samples are sent out to a perspective buyer to test. | ||
- | To add a received sample go to, **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ | + | To add a received sample, go to **Traffic** > **Sampling** > **Add Sample** > **Received Sample**.\\ |
Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | Or to add an outgoing sample, go to **Traffic** > **Sampling** > **Add Sample** > **Outgoing Sample**. \\ | ||
[{{: | [{{: | ||
- | + | ===Batch Sampling=== | |
- | This is the grid to add the batch process entries. Enter criteria for the received | + | This is the grid to add the batch process entries. Enter criteria for the sample you are adding. |
* Status, Sample Reference and Date are CATS generated.\\ | * Status, Sample Reference and Date are CATS generated.\\ | ||
* Sample Type, Supplier, Product and Units and Measure must be filled in.\\ | * Sample Type, Supplier, Product and Units and Measure must be filled in.\\ | ||
- | * Purchase | + | * Contract |
Click in any box and start typing to add a sample. | Click in any box and start typing to add a sample. | ||
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[{{: | [{{: | ||
- | Once you have added the samples, select **Save**on the top menu. | + | Continue to enter criteria for the sample. |
[{{: | [{{: | ||
CATS will save the samples. | CATS will save the samples. | ||
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====Sample Management Screen==== | ====Sample Management Screen==== | ||
- | Go to **Traffic > Sampling > Review Samples.** Choose | + | You can review or edit a sample at any time. Select |
+ | [{{: | ||
+ | Select | ||
+ | [{{: | ||
On the sample management screen, you can see the status of the pre-shipment sample entry you have added. | On the sample management screen, you can see the status of the pre-shipment sample entry you have added. | ||
From the the top menu bar you can **Add, Edit or Delete** the sample. | From the the top menu bar you can **Add, Edit or Delete** the sample. | ||
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CATS will display a dialog with the traffic mark information for the selected record. | CATS will display a dialog with the traffic mark information for the selected record. | ||
- | Finally, you can add line item to the sample manually by selecting **Marks** > **Add** from the menu. | + | Finally, you can add line items to the sample manually by selecting **Marks** > **Add** from the menu. |
[{{: | [{{: | ||
Enter info and press **Apply**. | Enter info and press **Apply**. | ||
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<note tip> | <note tip> | ||
- | ====Review Existing | + | ====Linking |
- | You can review or edit a sample | + | To indicate that a particular |
- | [{{: | + | |
- | Select the sample entry to review and press **Continue**. | + | |
- | [{{: | + | |
- | + | ||
- | Once you select your sample, the sample management screen will show. From here you can edit the sample details, enter a sampling result, delete the sample entry, or modify the sample marks. | + | |
- | [{{: | + | |
- | + | ||
- | ===Forward a Sample (Child Link)=== | + | |
- | + | ||
- | You can send a sample you are sampling to others to try as well. Go to, **Traffic > Sampling > Review Samples**.\\ | + | |
- | From the sample management | + | |
- | [{{: | + | |
- | Select sample type and press **Continue**.\\ | + | |
- | [{{: | + | |
- | Add the sent sample entry and press **Apply**.\\ | + | |
- | [{{: | + | |
- | Sample has been added and will show on screen. | + | |
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- | The sample you have forwarded will be listed under the column labeled **Child Link**. Press **Exit** to return to the main menu.\\ | + | |
- | [{{: | + | |
- | When you go in to review the sample you have forwarded, you will see that it is now linked to the original sample. | + | |
- | [{{: | + | |
- | **Exit** to return to main menu.\\ | + | |
====Scanning the List of Sample Entries==== | ====Scanning the List of Sample Entries==== | ||
- | To see a list of all samples go to, **Traffic > Sampling > Scan samples**.\\ | + | To see a list of all samples, go to **Traffic > Sampling > Scan samples**.\\ |
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* Add - To add a new sample.\\ | * Add - To add a new sample.\\ | ||
* Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | * Edit - Choose edit to make any changes or add additional criteria to this sample.\\ | ||
- | * Delete - Will delete this sample entry.\\ | + | * Delete - To delete this sample entry.\\ |
Press **Exit** to return to main menu.\\ | Press **Exit** to return to main menu.\\ | ||
[{{: | [{{: | ||
- | |||
- | ====Creating a Sampling Order from a Sample==== | ||
- | |||
- | To create a sampling order, open the sample that you want to create an order. Once the sample screen is open go to **SO** on the top menu bar and choose **Add Sample Order**.\\ | ||
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- | Enter an order number and press **Save**.\\ | ||
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- | Enter an account code and press **Apply**.\\ | ||
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- | The sampling order is complete. Go to **Prn** on top menu bar to choose a print option.\\ | ||
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====Scanning Marks==== | ====Scanning Marks==== | ||
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[{{: | [{{: | ||
- | Choose | + | Select |
[{{: | [{{: | ||
- | Double-click on the mark. | + | Double-click on the mark to open it for Edit/Review. |
[{{: | [{{: | ||
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[{{: | [{{: | ||
- | ====Working with a Sampling Order==== | + | ====Forward |
- | Once a traffic form (SO) is created, you can add a sample to the order. Go to **Sample** on the top menu bar. | + | You can send a sample |
- | [{{: | + | From the sample management screen, go to **Forward** on the top menu bar. |
- | + | [{{: | |
- | Choose to add a received or outgoing sample. | + | Select sample type and press **Continue**.\\ |
- | + | [{{: | |
- | [{{: | + | Add the sent sample entry and press **Apply**.\\ |
- | + | [{{: | |
- | Select | + | Sample |
- | [{{: | + | [{{: |
- | + | The sample | |
- | Next, add the details to the sample entry. Press **Apply** | + | [{{: |
- | + | When you go in to review | |
- | [{{: | + | [{{: |
- | + | **Exit** to return to main menu.\\ | |
- | The sample | + | |
- | [{{: | + | |
- | + | ||
- | + | ||
- | ====Run a Sampling Report==== | + | |
- | + | ||
- | The sampling report allows | + | |
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- | To run a sampling report select | + | |
- | + | ||
- | [{{: | + | |
- | + | ||
- | Select | + | |
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- | Choose **Modify** | + | |
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- | Choose | + | |
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- | Sampling report.\\ | + | |
- | [{{: | ||
- | {{tag>" |