cats:procedures:traffic:markslookupandedit

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cats:procedures:traffic:markslookupandedit [2015/12/21 16:10] – amandacats:procedures:traffic:markslookupandedit [2017/12/19 03:21] (current) – external edit 127.0.0.1
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 =====The Traffic Marks Edit Box===== =====The Traffic Marks Edit Box=====
- The traffic mark edit box shows an individual mark entry on the location screen. This can correspond to a lot or a container, or any other piece of a shipment that you wish to represent.+{{entry>0;Traffic Marks;-}}  
 + The traffic mark edit box shows an individual mark entry that was created on the location screen. Depending on your settings, a new, blank mark may be added when you create a location screen. One mark can correspond to one lot or one container, or any other piece of a shipment that you wish to represent.  
 + 
 +When new information is available about a mark you can change the field values from this dialogue.The information on the traffic mark will be applied to marks pulled into an invoice or traffic document. 
 [{{:cats:procedures:traffic:pasted:20151221-104909.png|The Traffic Marks Edit Screen}}] [{{:cats:procedures:traffic:pasted:20151221-104909.png|The Traffic Marks Edit Screen}}]
  
 +Access the marks from the location screen by double-clicking on the mark in the list, or by choosing **Mrk** from the menu and picking a mark from the list, then choosing **Edit**.
 +[{{:cats:procedures:traffic:marks:marksoverview_doubleclicktoedit.png|Double-click on a mark in the list or pick Mark to edit a mark.}}]
  
 +You can change the information for each mark on the edit screen. 
 Changing the units will cause CATS to prompt you to automatically update the weight (and vice-versa). Changing the units will cause CATS to prompt you to automatically update the weight (and vice-versa).
  
-Access the marks from the location screen by double-clicking on the mark in the list.+[{{:cats:procedures:traffic:marks:marksoverview_updateweighttomatchunits.png|Update the weight to match the units.}}]
  
- +CATS will adjust the units or weight according to the bag weight on the screen. 
-The information on the traffic mark will be applied to marks pulled into an invoice or traffic document.+[{{:cats:procedures:traffic:marks:marksoverview_updateunitstomatchweight.png|Update the units to match the weight.}}]
  
 ====What the Marks Dialog is Showing:==== ====What the Marks Dialog is Showing:====
-  * The purchase contract number (001249) and location screen number (0000927)+  * The purchase contract number (001240) and location screen number (0000927)
   * The mark is for 250 Bags and 15,000 KG.   * The mark is for 250 Bags and 15,000 KG.
   * The marks for this area are set up to show the ICO Marks, Lot Number, Warehouse Receipt number, Container Number, LOB, Seal Number, and Pickup Number. All these fields are displayed.   * The marks for this area are set up to show the ICO Marks, Lot Number, Warehouse Receipt number, Container Number, LOB, Seal Number, and Pickup Number. All these fields are displayed.
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 ====The Marks Scan==== ====The Marks Scan====
-Marks (traffic, document, and invoice marks) can also be modified using a scan interface. This can make data entry more efficient. To access the scan choose “Scan” from the marks menu.+Marks (traffic, document, and invoice marks) can also be modified using a scan interface. This can make data entry more efficient. To access the scan choose **Scan** from the marks menu. 
 + 
 +The scan will pop up and you can change the values for multiple marks at once. 
 +[{{:cats:procedures:traffic:marks:marksoverview_scanningmarks.png|Scanning Marks}}]
  
 ====Customizing the Marks Columns==== ====Customizing the Marks Columns====
 CATS allows per-company customization of the columns displayed for the marks. Additionally, different columns can be specified depending on the traffic position (AF/WH), for each individual traffic document type, and for purchase and sale invoices. CATS allows per-company customization of the columns displayed for the marks. Additionally, different columns can be specified depending on the traffic position (AF/WH), for each individual traffic document type, and for purchase and sale invoices.
-To set these options, from the main menu select **''Maintenance > Settings > Displayed Columns''** and select the appropriate Marks template.+To set these options, from the main menu select **Maintenance > Settings > Displayed Columns**. 
 +[{{:cats:procedures:traffic:marks:markscolumnssetupmenu.png|Follow this menu to change the default marks columns.}}] 
 + 
 +Choose which set of columns to change - called **''MK''** in this chooser - then pick **Continue**. 
 +[{{:cats:procedures:traffic:marks:marksoverview_selectcolumnstochange.png|Choose the option MK and pick Continue.}}] 
 + 
 +CATS will show you a select columns dialogue similar to that you use when printing reports.  
 +[{{:cats:procedures:traffic:marks:marksoverview_pickcolstodisplay.png|Choose which marks columns to show on the location screen.}}] 
 + 
 +Put a number next to a column to have it selected. Otherwise, leave it as **''0''** to not show that marks column. Select **Exit** when you are done.
  
 ====Invoice Marks Dialog====  ====Invoice Marks Dialog==== 
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 As with invoices, the marks on a traffic document are stored independently of the traffic marks and can be edited, added, or removed. As with invoices, the marks on a traffic document are stored independently of the traffic marks and can be edited, added, or removed.
  
 +{{tag>"traffic marks"}}
  • cats/procedures/traffic/markslookupandedit.1450714240.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)