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cats:procedures:traffic:scanningtrafficscreens [2016/07/05 15:02] – jen | cats:procedures:traffic:scanningtrafficscreens [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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=====Traffic Scan===== | =====Traffic Scan===== | ||
+ | This is a step-by-step guide to using the traffic scan option in CATS.\\ | ||
+ | |||
+ | ====Quick Guide Steps==== | ||
+ | - From the main menu, go to **Traffic > Traffic Scan.** | ||
+ | - Choose your menu option: **Edit, Order, Search, Filter or Tools.** | ||
+ | - **Edit** takes you to the location screen. From here, you can perform normal functions on the location | ||
+ | - **Order** from the top menu bar allows you to order the traffic scan page. | ||
+ | - **Search** on the top menu bar will find a specific traffic selection. It will find the first record in the list that matches the search criteria. | ||
+ | - Use **Filter** to filters through the scans. | ||
+ | - Use **Tools** option to show marks, exchange lots, or change selections.\\ | ||
+ | - To modify a scan from traffic scan, go to the **Question Mark (?) > Modify Scan**. | ||
+ | - Pick **Exit** to return to main menu.\\ | ||
+ | {{entry> | ||
+ | ====Scanning Traffic Screens==== | ||
Use traffic scan to see everything all at once instead of individual scans. | Use traffic scan to see everything all at once instead of individual scans. | ||
Go to **Traffic > Traffic Scan** to scan traffic screens.\\ | Go to **Traffic > Traffic Scan** to scan traffic screens.\\ | ||
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The scan of open contracts will show.\\ | The scan of open contracts will show.\\ | ||
[{{: | [{{: | ||
- | You can use the top menu bar to:\\ | + | |
- | * Grid Edit - n/a\\ | + | ====Menu Options==== |
- | * Edit\\ | + | Menu options for the traffic scan are: |
- | * Review - n/a\\ | + | * Edit\\ |
- | * Order- Select how you want this page ordered.\\ | + | * Order\\ |
- | * Search | + | * Search\\ |
- | * Filter | + | * Filter\\ |
- | * Tools - | + | * Tools (marks, exchange lots, or change field selections)\\ |
===Edit=== | ===Edit=== | ||
**Edit** from the top menu bar takes you to the location screen.\\ | **Edit** from the top menu bar takes you to the location screen.\\ | ||
[{{: | [{{: | ||
- | Location Screen | + | From here, you can perform normal functions on the location screen. |
[{{: | [{{: | ||
===Order=== | ===Order=== | ||
- | **Order** from the top menu bar allows you order the traffic scan page. | + | **Order** from the top menu bar allows you to order the traffic scan page.\\ |
[{{: | [{{: | ||
+ | You can order the page by any of the following: | ||
Location No\\ | Location No\\ | ||
Purchase Contract\\ | Purchase Contract\\ | ||
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As Entered\\ | As Entered\\ | ||
+ | For example, choose **Order > Traffic Order > Purchase contract**. Enter the purchase contract number and press **Apply**. | ||
+ | [{{: | ||
+ | |||
+ | ===Search=== | ||
+ | **Search** on the top menu bar will find a specific traffic selection. It will find the first record in the list that matches the search criteria. You can search by any of the following: | ||
+ | Location No\\ | ||
+ | Purchase Contract\\ | ||
+ | Sale Contract\\ | ||
+ | Loan No\\ | ||
+ | Location 1\\ | ||
+ | Location 2\\ | ||
+ | Location 3\\ | ||
+ | Location 4\\ | ||
+ | Grade\\ | ||
+ | B/L No\\ | ||
+ | Entry No\\ | ||
+ | FDA Registration No\\ | ||
+ | Vessel\\ | ||
+ | Purchase Invoice No\\ | ||
+ | Receipt No\\ | ||
+ | |||
+ | For example, choose **Search > Traffic selection > Purchase contract**. | ||
+ | [{{: | ||
+ | Enter the purchase contract number and press **Apply**. | ||
+ | [{{: | ||
+ | The purchase contract will now be highlighted on the page.\\ | ||
+ | [{{: | ||
+ | |||
+ | ===Filter=== | ||
+ | Use **Filter** to filters through the scans.You can filter by:\\ | ||
+ | Purchase Contract\\ | ||
+ | Location Number\\ | ||
+ | Traffic Location Field 1\\ | ||
+ | Traffic Location Field 2\\ | ||
+ | Traffic Location Field 3\\ | ||
+ | Traffic Location Field 4\\ | ||
+ | Seller\\ | ||
+ | Buyer\\ | ||
+ | Country/ | ||
+ | Destination\\ | ||
+ | Grade\\ | ||
+ | Title Holder\\ | ||
+ | Deal No\\ | ||
+ | No Filter\\ | ||
+ | |||
+ | For example, choose **Filter > Traffic Location Field 1**. | ||
+ | [{{: | ||
+ | Enter the traffic location. Press **Apply**. | ||
+ | [{{: | ||
+ | The scan will be modified to include only the filter you choose. | ||
+ | [{{: | ||
+ | |||
+ | The **No Filter** scan will show you everything as it was before you added a filter.\\ | ||
+ | |||
+ | ===Tools=== | ||
+ | Use **Tools** option to show marks, exchange lots, or change selections.\\ | ||
+ | [{{: | ||
+ | Go to **Tools > Marks** to show all marks for these traffic screen.\\ | ||
+ | [{{: | ||
+ | |||
+ | Go to **Tools > Exchange Lots** to show exchange lots with specific columns.\\ | ||
+ | [{{: | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Go to **Tools > Change field 4 selections** to change the selection in field 4.\\ | ||
+ | [{{: | ||
+ | Enter the criteria for field 4 and press **OK**.\\ | ||
+ | [{{: | ||
+ | |||
+ | |||
+ | ===Clean Up=== | ||
+ | [{{: | ||
+ | |||
+ | <note warning> | ||
+ | |||
+ | Clean up removes orphan traffic screens and marks from the traffic scan. If CATS finds traffic screens with contract numbers that do not exist, it will delete them. Same goes for traffic marks. | ||
+ | Press **Exit** to return to the main menu.\\ | ||
+ | ===Modify Scan=== | ||
+ | To modify a scan from traffic scan, go to **Question Mark (?) > Modify Scan**. | ||
+ | [{{: | ||
+ | To see more about changing columns and modify a scan, see the wiki page [[cats: | ||
+ | {{tag>" |