Creating and Modifying Traffic Documents [CATS Knowledge Base]

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=====Creating and Modifying Traffic Documents=====
Traffic documents, also called traffic orders or forms, can be generated by and printed from CATS. 
{{entry>0;Traffic Documents;-}} 

====List of Traffic Document Types====
The following is a list of traffic document types, any special information about these types, and their usage in CATS.
[{{:cats:procedures:traffic:trafficforms_listofordertypes.png|List of traffic order types.}}]

  * **DO** - **Delivery Order** - Delivery orders are sent to customers, warehouses, or shipping companies to allow transfer of material. 
  * **SO** - **Sampling Order** - Sampling orders are used to request samples from sellers on behalf of your company or a customer.
  * **SH** - **Shipping Advice** - Shipping Advices allow you to notify a counterparty (usually a warehouse or customer) of an incoming shipment. 
  * **SI** - **Shipping Instruction** - Shipping Instructions are notes sent to a shipping company on what material is being shipped and any special needs for this shipment.
  * **IR** - **Importer of Record** - 
  * **NN** - **Non-Negotiable Receipt** - A Non-Negotiable Receipt is used to provide proof of ownership of material. A Warehouse Receipt is considered negotiable unless it is marked non-negotiable. 
  * **PC** - **Pre-Claim Notification** - Notification sent prior to making a claim to insurance for material.
  * **SB** - **Surrender of B/L and Frt** - This document is used to request the surrender of bill of lading documents and the freight cargo. 
  * **BR** - **Bank Release** - Send a Bank Release to show that you (or a counterparty) are allowed to pick up material.
  * **VS** - **Vessel Sheet** - 
  * **PE** - **Proforma Entry** - 
  * **FE** - **Final Entry** - 
  * **TE** - **T&E Transportation & Export** - A T&E form is sent to customs to 
  * **EW** - **Request for Electronic Whse Receipt** -
  * **SD** - **Shipment Declaration** -
  * **FV** - **Shipping Advice Feeder Vessel** - A Shipping Advice created for the feeder vessel instead of the main vessel.
  * **RO** - **Reconditioning Order** - 
  * **PO** - **Production Order** - A document sent to the production (also called tolling or processing) house to inform them to process specific material. 
  * **WR** - **Warehouse Release** - Send a Warehouse Release to inform a warehouse that material may be released to X counterparty on Y date.

Once you have created a contract and a location screen, you can create any form at any time. However, you may wish to wait until you have information needed on the form filled in on the location screen.  

The location screen will show the traffic documents.
[{{:cats:procedures:traffic:trafficforms_locationscreenwithtrafficorders.png?direct&800|Location Screen with Traffic Documents}}]


====Adding a Form from a Location Screen====
To add a form, first navigate to a location screen using any method. See wiki [[cats:procedures:traffic:locscreenoverview|]] for help.\\ 

Once location screen is picked, proceed to **Ord > Add form** from the menu bar.\\ 
[{{:cats:procedures:traffic:trafficforms_ordmenu.png?|Add Traffic Form}}]

Select a type of traffic form.\\ 
[{{:cats:procedures:traffic:trafficforms_addtrafficformscreen.png?|Select type of Traffic Form}}]

Select account code for this form.\\ 
[{{:cats:procedures:traffic:trafficforms_selectaccountcodeforform.png?|Select Account Code}}]

Location screen alert may come up. Say **Yes**. \\

[{{:cats:procedures:traffic:trafficforms_locationscreenalert.png?|Location Screen No Sale Contract}}]

====Adding a Form from the Main Menu====

Another way to add a form is from the main menu. Go to **Traffic > Forms > Add**.\\
[{{:cats:procedures:traffic:trafficforms_addingfrommainmenu.png?|Add Form from Main Menu}}]

Select a type of traffic form. Press **Save**.\\ 
[{{:cats:procedures:traffic:trafficforms_addtrafficformscreen.png?|Select type of traffic forms}}]

Select account code for this form. Press **Apply** to continue.\\ 
[{{:cats:procedures:traffic:trafficforms_selectaccountcodeforform.png?|Select Account Code}}]

====Menu Options on a traffic form====
Once the traffic form is created, there are menu options. 
{{:cats:procedures:traffic:trafficforms_sowithmenuoptions.png?|Menu options on a sampling order}}

**Edit**- Allows user to make changes on the traffic form.\\ 
**Prn**- See below Printing Forms.\\ 
**Del**- Delete exsisting marks.\\ 
**Mark**- See below Adding and Editing Marks.\\ 
**Get Marks**- See below section Get Marks.\\ 
**BuyerRef**-\\ 
**Template**- Create a new template or modify an existing one.\\ 
**Mrk Order**- Order marks by certain criteria.\\ 
**Address**- Allows user to edit delivery clerk, release to, deliver to, account of.\\
**Sign**- Attach a digital signature to a document.\\ 
**Sample**- This option is only available on a sampling order. Lets user add sample(s) to the order.\\ 



====Editing and Adding Marks====
After you create an order form, you can add, edit, copy, delete or scan marks. If you choose **Marks > Add** from top menu bar, you will manually enter information pertinent to this order.\\ 
[{{:cats:procedures:traffic:traffic_addmarkstoso.png?|Add marks to a sampling order}}]
Instead of entering information manual, you can choose to select marks from a purchase order. Go to **Get Marks > Select from Purchase**. \\ 
[{{:cats:procedures:traffic:traffic_getmarksonso.png?|Get marks}}]

Choose the purchase order. Press **Continue**.
[{{:cats:procedures:traffic:trafficforms_choosepurchaseorder.png?|Choose purchase order}}]

Select the traffic screen for marks. Press **Continue**. 
[{{:cats:procedures:traffic:trafficforms_choosetrafficmarks.png?|Select the traffic screen for marks}}]

The marks will be on the bottom of the traffic form.\\ 
[{{:cats:procedures:traffic:traffic_showmarksonbottomofso.png?|Sampling order with marks shown on bottom}}]
====Printing Forms====

Go to **Print**. 
[{{:cats:procedures:traffic:traffic_printso.png?|Print a sampling order}}]
Choose print method you want. 
[{{:cats:procedures:traffic:traffic_printso2.png?|Choose print method}}]
Below is a Sampling Order (SO).\\ 
[{{:cats:procedures:traffic:traffic_soprintout.png?|HTML Sampling Order}}]

====Changing Printed Columns====
Column settings control which columns appear and in what order, for all scans in CATS.
To change default columns that are printed for any type of form, see the wiki on [[cats:settings:displayedcolumns|displayed columns.]]
To change the Marks Column Templates on a single traffic form, go to **Marks < Choose Marks Column**. 
[{{:cats:procedures:traffic:marks_choosemarks.png?|Choose marks column}}]
These are templates that exist only on this traffic form. Choose the template and press **Continue**.
[{{:cats:procedures:traffic:marks_markscolumntemplate.png?|Marks column template}}]
Continue to print as usual.
{{tag>"traffic orders" "traffic forms" "traffic documents"}}