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| cats:questions:contracts:confirmlanguage [2017/11/21 17:11] – jen | cats:questions:contracts:confirmlanguage [2018/09/18 14:19] (current) – amanda |
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| ====Information from the Contract==== | ====Information from the Contract==== |
| | The **Date, Seller, Field, Weight and Terms and Approvals** come from the main contract screen. |
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| The **Date** on the confirmation comes from the Date on the main contract screen. | |
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| The **Seller** field, **Payment** field, and the **Weight** field, and the **Terms and Approval** fields come from the contract item(s).\\ | |
| [{{:cats:questions:contracts:contractconfirm_information_001.png?|Information from the contract}}] | [{{:cats:questions:contracts:contractconfirm_information_001.png?|Information from the contract}}] |
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| | ====Information from the Setup area==== |
| ====Information that From the Setup area==== | |
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| On the **Contract Language** tab, you can change specific language relating to several items on the confirmations. The quantity information, found next to "Unit Wt. Descrip" and "Total Wt. Descrip" is what you saw displayed when you created a confirmation, which translates the units to the weight. CATS is hard-coded to produce phrases that put the numbers on the contract into a more descriptive format than a list. You can change this language here. You can also remove this information and ask CATS to print a grid of items.\\ | On the **Contract Language** tab, you can change specific language relating to several items on the confirmations. The quantity information, found next to "Unit Wt. Descrip" and "Total Wt. Descrip" is what you saw displayed when you created a confirmation, which translates the units to the weight. CATS is hard-coded to produce phrases that put the numbers on the contract into a more descriptive format than a list. You can change this language here. You can also remove this information and ask CATS to print a grid of items.\\ |
| ====Information from the Accounts Area==== | ====Information from the Accounts Area==== |
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| **Buyer & Seller Addresses:** On Purchase confirmations, you are the Buyer. The Seller information comes from the Vendor code on the contract. On sale confirmations, you are the Seller, and the Customer code is entered in the Buyer area. To see the addresses and company names associated with these accounts, go to **Accounting > Accts: Name/Addr > Review Accounts**. | **Buyer & Seller Addresses:** On Purchase confirmations, you are the Buyer. The Seller information comes from the Vendor code on the contract. On sale confirmations, you are the Seller, and the Customer code is entered in the Buyer area. To see the addresses and company names associated with these accounts, go to **Accounting > Accts: Name/Addr > Review Accounts**. |
| | [{{:cats:questions:contracts:accounting.png|Account Address Information for the Contract}}] |
| | Choose the account name and press **OK**. |
| | [{{:cats:questions:contracts:accountsarea_reviewaccounts.png?|Choose account name to review}}] |
| Your address can either be put in manually on each template, or we can set it up to fill in from the account set up in the system as the "Company account". You can use an address specifically for contracts or your company's main address in the system.\\ | Your address can either be put in manually on each template, or we can set it up to fill in from the account set up in the system as the "Company account". You can use an address specifically for contracts or your company's main address in the system.\\ |
| [{{:cats:questions:contracts:accounting.png|Account Address Information for the Contract}}] | [{{:cats:questions:contracts:accountsarea_accountaddress.png?|Account name and address}}] |
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| ====Information from the Terms & Codes Area==== | ====Information from the Terms & Codes Area==== |
| | [{{:cats:questions:contracts:contractconfirm_information_002.png?|}}] |
| **Description, Destination, Payment Terms,** and **Weights** all come from the Codes & Terms area. | **Description, Destination, Payment Terms,** and **Weights** all come from the Codes & Terms area. |
| The Description refers to the CATS grade code on the contract item, under **Codes & Terms > Product Codes > Description Codes & Values**. If you Edit a code, you can see that there is a separate "Description for Contract" field. This is the language the confirmation will use.\\ | The Description refers to the CATS grade code on the contract item, under **Codes & Terms > Product Codes > Description Codes & Values**. If you Edit a code, you can see that there is a separate "Description for Contract" field. This is the language the confirmation will use.\\ |