cats:procedures:traffic:vendororders

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cats:procedures:traffic:vendororders [2022/06/21 21:52] – moved vendor invoice section to its own page wiki_admincats:procedures:traffic:vendororders [2022/06/21 22:46] (current) – [Using Vendor Orders] wiki_admin
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 In this wiki, you can learn: In this wiki, you can learn:
   * How to [[cats:procedures:invoices:vendorordersetup|set up and configure vendor roles and vendor order templates]].    * How to [[cats:procedures:invoices:vendorordersetup|set up and configure vendor roles and vendor order templates]]. 
-  * How to generate vendor orders using traffic forms.+  * How to vendor orders are created from traffic forms.
   * How to add and modify vendor orders on a traffic form.   * How to add and modify vendor orders on a traffic form.
-  * How to generate payable invoices using vendor orders. +  * How to [[cats:procedures:invoices:vendororderinvoice|generate payable invoices using vendor orders]]. 
  
-===== Generating Vendor Orders from Traffic Forms =====+===== Vendor Orders for Traffic Forms =====
 Vendor orders represent itemized charges that could, for example, be entered on a vendor invoice. Vendor orders are generated in the process of creating traffic forms (also called traffic orders, e.g., DO, SI). Vendor orders for multiple different vendors may be generated from a single traffic form.\\  Vendor orders represent itemized charges that could, for example, be entered on a vendor invoice. Vendor orders are generated in the process of creating traffic forms (also called traffic orders, e.g., DO, SI). Vendor orders for multiple different vendors may be generated from a single traffic form.\\ 
  
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 When you create a new traffic form, CATS will pull in all of the vendor order line items that it finds that relate to the roles and templates you have set up.  When you create a new traffic form, CATS will pull in all of the vendor order line items that it finds that relate to the roles and templates you have set up. 
  
-==== Add VO to Traffic Form: Quick Guide ==== +===== Reviewing Vendor Orders for a Traffic Form =====
-  - Open the traffic form you will be using. +
-  - Select **VO** to see the orders to be applied to the form. CATS will show you a list of the vendor orders that apply to this particular traffic form. +
-  - Add/review vendor orders for this traffic form by entering the accounts and rates. +
-  - Use the checkboxes to include/exclude vendor orders. +
-  - Pick **Save** to save your changes and return to the traffic form. +
- +
-==== Add Vendor Orders on Traffic Forms ====+
 When a new Traffic Form is printed or PDF generated, CATS will pull from the vendor roles for that traffic form to create vendor orders corresponding to the inventory material. CATS will attempt to pull counterparty information automatically based on the source and/or account in the vendor templates file. When a new Traffic Form is printed or PDF generated, CATS will pull from the vendor roles for that traffic form to create vendor orders corresponding to the inventory material. CATS will attempt to pull counterparty information automatically based on the source and/or account in the vendor templates file.
  
-When the traffic form is printed, CATS will automatically update & display the vendor orders. To see the vendor orders for a traffic form, first open the traffic form you will be using. From the form's review screen, select the menu option ''VO'' to see the vendor orders that have been applied to this traffic form.+Printing the traffic form will update & display the vendor orders. To manually view the vendor orders for a traffic form, first open the traffic form you will be using. From the form's review screen, select the menu option ''VO'' to see the vendor orders that have been applied to this traffic form.
 [{{:cats:procedures:traffic:vendororder_addvofromdeliveryorder.png|Select VO from the traffic form menu to see vendor order information.}}]   [{{:cats:procedures:traffic:vendororder_addvofromdeliveryorder.png|Select VO from the traffic form menu to see vendor order information.}}]  
  
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 [{{:cats:procedures:traffic:vendororder_importedratesonform.png|Vendor orders that apply to this traffic screen.}}] [{{:cats:procedures:traffic:vendororder_importedratesonform.png|Vendor orders that apply to this traffic screen.}}]
  
-The steps for determining Vendor Order Line Item creation are:+===== Understanding Automatic Vendor Orders ===== 
 + 
 +The steps for determining Vendor Order line item creation are:
   - Match the role traffic form type to this traffic form (Is it a DO? SH? etc.).   - Match the role traffic form type to this traffic form (Is it a DO? SH? etc.).
   - Match the source counterparty code to the counterparty code on the role.   - Match the source counterparty code to the counterparty code on the role.
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 [{{:cats:procedures:traffic:vendororder_relevanttemplates.png|Relevant templates applied as vendor orders.}}] [{{:cats:procedures:traffic:vendororder_relevanttemplates.png|Relevant templates applied as vendor orders.}}]
  
-As you can see, CATS pulled in the information it found from the appropriate templates. Roles with no matching template come in with no account and no rate. Templates without codes on them come in with no account and no rate.+In this example, CATS pulled in the information it found from the appropriate templates. Roles with no matching template come in with no account and no rate (users will manually enter the appropriate values). Roles without account codes on them come in with no account and no rate. 
 + 
 +Vendor Order line items must have an account and a rate in order to persist. With the rates and accounts are filled in, CATS lists the total charges that have been reserved for this traffic form. 
  
-In order to properly create all of the Vendor Order line items, every line item in the list must have an account and a rate. If we fill in the rates and accounts, we can see the total charges that CATS will reserve for this traffic form.  
 In our example, we have un-checked the line item for Other Customs Charges and filled in the other missing account codes and rates.  In our example, we have un-checked the line item for Other Customs Charges and filled in the other missing account codes and rates. 
  
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 [{{:cats:procedures:traffic:vendororder_voamountsontrafficform.png|Summary of charges for VO items on traffic form}}] [{{:cats:procedures:traffic:vendororder_voamountsontrafficform.png|Summary of charges for VO items on traffic form}}]
  
-===Adding a Vendor Order Item from the Traffic Form===+===== Adding a Manual Vendor Order Line Item =====
 If you need to add another vendor order item to this form, you can do so by selecting the **Add** button when in the **''VO''** (vendor order item list) screen. If you need to add another vendor order item to this form, you can do so by selecting the **Add** button when in the **''VO''** (vendor order item list) screen.
 [{{:cats:procedures:traffic:vendororder_addroletoform.png|Pick Add when on the VO item list screen.}}] [{{:cats:procedures:traffic:vendororder_addroletoform.png|Pick Add when on the VO item list screen.}}]
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 The change in total will be displayed on the order screen in the vendor orders box. The change in total will be displayed on the order screen in the vendor orders box.
 [{{:cats:procedures:traffic:vendororder_voamountsontrafficform2.png|New vendor order items totals.}}] [{{:cats:procedures:traffic:vendororder_voamountsontrafficform2.png|New vendor order items totals.}}]
 +
 +==== Add VO to Traffic Form: Quick Guide ====
 +  - Open the traffic form you will be using.
 +  - Select **VO** to see the orders to be applied to the form. CATS will show you a list of the vendor orders that apply to this particular traffic form.
 +  - Add/review vendor orders for this traffic form by entering the accounts and rates.
 +  - Use the checkboxes to include/exclude vendor orders.
 +  - Pick **Save** to save your changes and return to the traffic form.
  
 {{tag>"vendor order"}} {{tag>"vendor order"}}
  • cats/procedures/traffic/vendororders.1655848368.txt.gz
  • Last modified: 2022/06/21 21:52
  • by wiki_admin