cats:procedures:traffic:orders

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cats:procedures:traffic:orders [2017/03/10 14:53] – [List of Traffic Order Types] 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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 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.   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.\\ 
  
  
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 ====Editing and Adding Marks==== ====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.\\  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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 The marks will be on the bottom of the traffic form.\\  The marks will be on the bottom of the traffic form.\\ 
-[{{:cats:procedures:traffic:trafficforms_soshowingmarks.png?|Sampling order with marks shown on bottom}}]+[{{: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"}}
  • cats/procedures/traffic/orders.1489157634.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)