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cats:procedures:traffic:locscreenoverview [2015/08/04 12:44] – created amanda | cats:procedures:traffic:locscreenoverview [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====An Overview of the Location Screen===== | =====An Overview of the Location Screen===== | ||
- | + | {{entry> | |
The location screen represents a distinct amount of physical material in a particular location. All the traffic information for the material is represented here. | The location screen represents a distinct amount of physical material in a particular location. All the traffic information for the material is represented here. | ||
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All location screens have one or more " | All location screens have one or more " | ||
- | What The Screen | + | ====Accessing a Location |
- | ● This | + | You can access a location screen |
- | ● It | + | * Anywhere you see a blue link reading '' |
- | ● It has 2,000 Bags at 69KG/Bag totalling 138,000KG. | + | [{{: |
- | ● It if Afloat (" | + | * From the main menu, pick **Contracts > Purchase > Location** |
- | ● This material is used as collateral for a loan (#2219 with BNYINC) | + | * From the **Traffic > Traffic Screen Lookup** menu, you can choose from any of the options on the sub=menu to look up a location screen, such as B/L # or Location number. |
- | ● The bill of lading | + | |
- | ● The loading port is MIAMI, the BL Date is July 12, 2014. | + | [{{: |
- | ● The discharge port is NEW YORK | + | |
- | ● The destination is OPEN | + | |
- | ● The Shipper is MYSHIP, the Buyer is NEWACCT. | + | |
- | ● The terms of both purchase and sale are FOB. | + | |
- | ● There is a posted final purchase invoice (# | + | |
- | ● There is a posted final sale invoice (#1116) from July 15, 2014 | + | |
- | ● There is a Sampling Order (#294) from July 15 | + | |
- | ● There is a Delivery Order (#220) from July 15 | + | |
- | ● There are 8 marks, each 250 bags. | + | |
- | The Location Screen | + | ====Explanation of a Location Screen==== |
- | ● Ed - edit this location screen | + | This is a typical |
- | ● Prn - print a canned report about the location screen | + | [{{: |
- | ● Mrk - Add or edit the marks on the location screen | + | |
- | ● Bnk - Enter bank and loan information | + | |
- | ● Sub - subdivide (split) the location screen (either by weight or by marks) | + | |
- | ● Cha - change the units and weight on the location (also changes the units & weight on the contract) | + | |
- | ● Allo - allocate this location screen to a sale | + | |
- | ● Va - edit various other (less commonly useful) fields | + | |
- | ● Rcvr/ | + | |
- | ● Loss - apply the material on this location screen to a loss invoice | + | |
- | ● Inv# - manually adjust the invoice information for this location screen | + | |
- | ● Ord - change the display order of the marks | + | |
- | ● Upd - copy information from another location screen | + | |
- | ● Del - delete this location screen | + | |
- | ● Lbl - | + | |
- | ● Xml - import/ | + | |
- | ● Omit - mark this location screen to remove it from traffic | + | |
- | ● Z - switch to the sale side | + | |
- | ● & - edit the note | + | |
- | Links | + | Here is an explanation of each section of the screen. |
- | ● Click on the purchase/ | + | |
- | ● Click on the purchase/ | + | |
- | ● Click on the location | + | |
- | ● Click on the Bank or Shipper or Buyer account codes to go to the Account Screen | + | |
- | ● Click on the Vessel, Feeder, Pier, Warehouse, Port, Destination codes to view the code dialog. | + | |
- | ● Click on the invoice number | + | |
- | ● Click on the book icon to view a list of all invoices associated with this location | + | |
- | ● Click on the traffic document number to go to the Traffic Document screen. | + | |
- | ● Double-click on a mark in the list to edit/view the mark. | + | |
+ | ===Purchase and Sale Information=== | ||
+ | This location screen, number **'' | ||
+ | It is allocated to Sale contract number S**'' | ||
+ | |||
+ | The Shipper is MYSHIP, the Buyer is NEWACCT. | ||
+ | The terms of both purchase and sale are FOB. | ||
+ | |||
+ | ===Quantity and Weight=== | ||
+ | It has **'' | ||
+ | |||
+ | |||
+ | ===Traffic Location=== | ||
+ | * It is Afloat (" | ||
+ | * The bill of lading number is **'' | ||
+ | * The loading port is **'' | ||
+ | * The destination is **'' | ||
+ | |||
+ | ===Loan and Invoice Information=== | ||
+ | * This material is used as collateral for a loan (#2219 with BNYINC) | ||
+ | * There is a posted final purchase invoice (#847) from July 15, 2014. | ||
+ | * There is a posted final sale invoice (#1116) from July 15, 2014. | ||
+ | * There is a Sampling Order (#294) from July 15. | ||
+ | * There is a Delivery Order (#220) from July 15. | ||
+ | * There are 8 marks, each 250 bags. | ||
+ | |||
+ | ====The Location Screen Menu==== | ||
+ | * **Ed** - Edit the fields on this location screen. | ||
+ | * **Prn** - Print a pre-formatted report about the location screen. | ||
+ | * **Mrk** - Add or edit the marks on the location screen. | ||
+ | * **Bnk** - Enter bank and loan information. | ||
+ | * **Sub** - Subdivide (split) the location screen (either by weight or by marks). | ||
+ | * **Cha** - Change the units and weight on the location (also changes the units & weight on the contract). | ||
+ | * **Allo** - Allocate this location screen to a sale. | ||
+ | * **Va** - Edit various other (less commonly used) fields. | ||
+ | * **Rcvr** - Reverse the sale/sale invoice information for this location screen. | ||
+ | * **Loss** - Apply the material on this location screen to a loss invoice. | ||
+ | * **Inv#** - Manually adjust the invoice information for this location screen. | ||
+ | * **Ord** - Create or view a traffic form. | ||
+ | * **Upd** - Copy information from another location screen to this screen, including marks. | ||
+ | * **Del** - Delete this location screen. | ||
+ | * **Lbl** - Print a traffic label. | ||
+ | * **Xml** - Import/ | ||
+ | * **Omit** - Mark this location screen to remove it from traffic reports. | ||
+ | * **Z** - Switch to the sale side. | ||
+ | * **&** - Edit the note. | ||
+ | |||
+ | ====Links==== | ||
+ | The following links are available from the location screen. Links are always displayed in blue font. | ||
+ | * Click on the purchase/ | ||
+ | * Click on the purchase/ | ||
+ | * Click on the location screen number to copy the number to the clipboard. | ||
+ | * Click on the Bank or Shipper or Buyer account codes to go to the Account Screen. | ||
+ | * Click on the Vessel, Feeder, Pier, Warehouse, Port, Destination codes to view the code dialogue. | ||
+ | * Click on the invoice number to go to the Invoice Screen. | ||
+ | * Click on the book icon to view a list of all invoices associated with this location screen. | ||
+ | * Click on the traffic document number to go to the Traffic Document screen. | ||
+ | * Double-click on a mark in the list to edit/view the mark. | ||
+ | |||
+ | {{tag>" |