cats:procedures:traffic:orders

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cats:procedures:traffic:orders [2017/03/10 14:33] – [Editing Options] jencats:procedures:traffic:orders [2019/10/17 16:08] (current) – jen
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-=====Creating and Reviewing Traffic Orders===== +=====Creating and Modifying Traffic Documents===== 
-Traffic orders, also called traffic forms, can be generated by and printed from CATS.  +Traffic documents, also called traffic orders or forms, can be generated by and printed from CATS.  
-{{entry>0;Traffic Orders;-}} +{{entry>0;Traffic Documents;-}} 
  
-====List of Traffic Order Types==== +====List of Traffic Document Types==== 
-The following is a list of traffic order types, any special information about these types, and their usage in CATS.+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.}}] [{{:cats:procedures:traffic:trafficforms_listofordertypes.png|List of traffic order types.}}]
  
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   * **WR** - **Warehouse Release** - Send a Warehouse Release to inform a warehouse that material may be released to X counterparty on Y date.   * **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. You may wish to wait until you have information needed on the form filled in on the location screen, however. +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 orders. +The location screen will show the traffic documents. 
-[{{:cats:procedures:traffic:trafficforms_locationscreenwithtrafficorders.png?direct&800|Location Screen with Traffic Orders}}]+[{{:cats:procedures:traffic:trafficforms_locationscreenwithtrafficorders.png?direct&800|Location Screen with Traffic Documents}}]
  
  
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 **Mrk Order**- Order marks by certain criteria.\\  **Mrk Order**- Order marks by certain criteria.\\ 
 **Address**- Allows user to edit delivery clerk, release to, deliver to, account of.\\ **Address**- Allows user to edit delivery clerk, release to, deliver to, account of.\\
-**Sign**-\\  +**Sign**- Attach a digital signature to a document.\\  
-**Sample**-\\ +**Sample**- This option is only available on a sampling order. Lets user add sample(s) to the order.\\ 
  
  
  
 ====Editing and Adding Marks==== ====Editing and Adding Marks====
-Once you create your order form, you can now 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.\\  +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:trafficforms_addmarks.png?|Adding Marks on Traffic Forms}} +[{{: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**. \\  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:trafficforms_getmarksmenu.png?|Get Marks}}]+[{{:cats:procedures:traffic:traffic_getmarksonso.png?|Get marks}}]
  
 Choose the purchase order. Press **Continue**. Choose the purchase order. Press **Continue**.
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 [{{:cats:procedures:traffic:trafficforms_choosetrafficmarks.png?|Select the traffic screen for marks}}] [{{:cats:procedures:traffic:trafficforms_choosetrafficmarks.png?|Select the traffic screen for marks}}]
  
-You will now see the marks on the traffic form.\\ +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==== ====Printing Forms====
  
-Go to **Print**. Choose print method you want. Below is a Sampling Order (SO).\\  +Go to **Print**.  
- +[{{:cats:procedures:traffic:traffic_printso.png?|Print a sampling order}}] 
-[{{:cats:procedures:traffic:trafficforms_samplingorderhtml.png?|HTML 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}}]
  
-{{tag>"traffic orders" "traffic forms"}}+====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"}}
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  • Last modified: 2017/12/19 03:21
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