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cats:procedures:traffic:allocation [2019/12/03 16:28] – [Allocating From the Sale Contract] amanda | cats:procedures:traffic:allocation [2019/12/05 14:24] (current) – [Reservation] amanda | ||
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You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats: | You can also create a new sale contract or sale item from the allocation dialogue on the location screen **OR** by using the [[cats: | ||
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====Allocating From the Sale Contract==== | ====Allocating From the Sale Contract==== | ||
From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation | From the Sales Contract Main Screen select **Allo** from the menu to bring up the allocation | ||
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If there are multiple unallocated items on the contract, you will be prompted to | If there are multiple unallocated items on the contract, you will be prompted to | ||
pick one from the list. Highlight the item you wish to allocate and pick **Continue**. | pick one from the list. Highlight the item you wish to allocate and pick **Continue**. | ||
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A box will be displayed showing some details about the sale item as well as its overall allocation status. | A box will be displayed showing some details about the sale item as well as its overall allocation status. | ||
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on the **Other Identifier** link and selecting the type from the drop-down. | on the **Other Identifier** link and selecting the type from the drop-down. | ||
[{{: | [{{: | ||
+ | \\ | ||
[{{: | [{{: | ||
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You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats: | You can also create a new sale item by using the **Shop** menu option from the main contract sale screen. [[cats: | ||
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====Reservation==== | ====Reservation==== | ||
When you go in to allocate, you can choose to reserve. This will allocate without flagging a particular sale.\\ | When you go in to allocate, you can choose to reserve. This will allocate without flagging a particular sale.\\ | ||
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+ | To start out as a reservation, | ||
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- | Depending on your user settings, may need to click the **Subdivide** box to change it to **Reserved**. \\ | + | If you have not done the step above, just click the **Subdivide** box to change it to **Reserved** |
- | Press **Apply** to continue. | + | [{{: |
- | [{{: | + | |
- | You can now exit back to the location screen. The reserved amount will show on the location screen. It will show that how many units are allocated, but it will not dispaly | + | You can now exit back to the location screen. The reserved amount will show on the location screen. It will show that how many units are allocated, but it will not display |
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Once you want to execute the reservation, | Once you want to execute the reservation, | ||
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+ | Then, click on **Apply** to execute the allocation. | ||
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- | + | You will be asked which marks to be moved to the new screen. Click on the check boxes for the marks you want to move, or change the units on each mark listed, and pick **Apply** to proceed. | |
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+ | Now, you will be taken to the old screen where you created the allocation. Pick Exit to go to the list of screens and enter the new screen you created. There, you can see the allocation as usual.\\ | ||
====Hold Feature==== | ====Hold Feature==== | ||
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[{{: | [{{: | ||
On the location screen, you can see that there is a hold in place. | On the location screen, you can see that there is a hold in place. | ||
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====Viewing the Allocation==== | ====Viewing the Allocation==== | ||
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===From the Main Contract Screen=== | ===From the Main Contract Screen=== | ||
To see how many units are allocated on a contract, navigate to the main contract screen (**Contracts > Purchases (or Sales) > Main** and look at the **Allocated** column. This will list the units allocated for the entire contract. | To see how many units are allocated on a contract, navigate to the main contract screen (**Contracts > Purchases (or Sales) > Main** and look at the **Allocated** column. This will list the units allocated for the entire contract. | ||
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The item list can also display for each item a link to the allocated contract, or a link to a list of location screens or contracts if the item is allocated to more than one. This is shown above next to the sale item, the link for '' | The item list can also display for each item a link to the allocated contract, or a link to a list of location screens or contracts if the item is allocated to more than one. This is shown above next to the sale item, the link for '' | ||
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===From the Location screen=== | ===From the Location screen=== | ||
- | On the location screen, the sale contract | + | On the location screen, the allocated |
[{{: | [{{: | ||
+ | Choose **Exit** to return to the contract. | ||