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cats:procedures:traffic:vendororders [2022/06/21 22:17] – [Using Vendor Orders] wiki_admin | cats:procedures:traffic:vendororders [2022/06/21 22:46] (current) – [Using Vendor Orders] wiki_admin | ||
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- | =====Using Vendor Orders===== | + | ======Using Vendor Orders====== |
Managing costs is an important part of the commodities business. The Vendor Order system in CATS is a distinctive tool to help anticipate costs, cut down on duplicative entry and streamline vendor reconciliations. The Vendor Order system leverages the standard traffic documents (delivery order, shipping instruction, | Managing costs is an important part of the commodities business. The Vendor Order system in CATS is a distinctive tool to help anticipate costs, cut down on duplicative entry and streamline vendor reconciliations. The Vendor Order system leverages the standard traffic documents (delivery order, shipping instruction, | ||
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In this wiki, you can learn: | In this wiki, you can learn: | ||
* How to [[cats: | * How to [[cats: | ||
- | * How to generate | + | * How to vendor orders |
* How to add and modify vendor orders on a traffic form. | * How to add and modify vendor orders on a traffic form. | ||
* How to [[cats: | * How to [[cats: | ||
- | ==== Generating | + | ===== Vendor Orders |
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 |
- | - 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/ | + | |
- | - Pick **Save** to save your changes and return to the traffic form. | + | |
- | + | ||
- | ==== Add Vendor Orders | + | |
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 | + | Printing |
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[{{: | [{{: | ||
- | 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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[{{: | [{{: | ||
- | 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 | + | 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 |
+ | |||
+ | 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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- | ===Adding a Vendor Order Item from the Traffic Form=== | + | ===== Adding a Manual |
If you need to add another vendor order item to this form, you can do so by selecting the **Add** button when in the **'' | If you need to add another vendor order item to this form, you can do so by selecting the **Add** button when in the **'' | ||
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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. | ||
[{{: | [{{: | ||
+ | |||
+ | ==== 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/ | ||
+ | - Pick **Save** to save your changes and return to the traffic form. | ||
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