cats:settings:contractsettings

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cats:settings:contractsettings [2018/10/16 16:30] – jencats:settings:contractsettings [2022/09/19 18:15] (current) – [Page Layout] jen
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 Change how the contract confirmation pulls in data and how data is displayed on [[cats:procedures:contract:confirmations|confirmations.]] All of these options affect the output of the contract confirmation, not any values on contracts in CATS. Change how the contract confirmation pulls in data and how data is displayed on [[cats:procedures:contract:confirmations|confirmations.]] All of these options affect the output of the contract confirmation, not any values on contracts in CATS.
  
-[{{:cats:settings:contractsettings_confirmsettings.png?|Confirm settings tab}}] +[{{:cats:settings:contractsettings_confirm.png?|Confirm settings tab}}]
-**Fill in "accepted by" on confirm (with username)** - When checked, looks up the full user name in the User File and adds it to the bottom of the confirmation. [[cats:settings:contractsettingsexamples|Click here to see with images what this looks like.]]\\ +
  
-**Use contract trader name rather than user name.** - Contract trader name will show instead of user name.\\ +**[[cats:settings:contractsettingsexamples#accepted_by|Fill in "accepted by" on confirm (with username)]]** - When checked, looks up the full user name in the User File and adds it to the bottom of the confirmation.\\  
  
-**Show purchase number on sale** - When checked, will include the purchase contract number on sale confirmations.\\  +**[[cats:settings:contractsettingsexamples|Use contract trader name rather than user name]]** - Contract trader name will show instead of user name.\\  
-[{{:cats:settings:contractsettings:contractsetup_showpurchnoonsale.png|Purchase Number included on a Sale Confirmation}}]+ 
 +**[[cats:settings:contractsettingsexamples|Show purchase number on sale]]** - When checked, will include the purchase contract number on sale confirmations.\\ 
 **Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\  **Show top and bottom text.** - When checked, includes the text labeled Top of Sale and Top of Purchase entered on the Contract Language tab. \\ 
-[{{:cats:settings:contractsettings:contractsetup_topandbottomlanguage.png|Top of Contract Language for the Confirmation}}]+ 
 +[{{:cats:settings:contractsettings_language.png?|Contract Language Tab}}] 
 To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information. To change this text, double-click this item in the list shown above. An edit box will pop up and allow you to change this information.
 [{{:cats:settings:contractsettings:contractsetup_edittoplanguage.png|Top of Sale Contract Language Edit Box}}] [{{:cats:settings:contractsettings:contractsetup_edittoplanguage.png|Top of Sale Contract Language Edit Box}}]
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 Press **Save** to save the contract language text.\\  Press **Save** to save the contract language text.\\ 
 ====Contract Settings Tab==== ====Contract Settings Tab====
-[{{:cats:settings:contractsettings_contractsettings.png?|Contract settings tab}}]+ 
 +[{{:cats:settings:contractsettings_settings.png?|Contract settings tab}}]
 **Price-Fix basis** -  **Price-Fix basis** - 
  
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 ===Settings for Adding Contracts=== ===Settings for Adding Contracts===
  
-  * **Start in edit mode when copying a contract**  +  * **Start in edit mode when copying a contract** - After you have finished creating a contract via copy, you will be able to change fields without picking Edit first. 
-  * **Next sale number**  +  * **Next sale number** - Change the default sale contract number for the next new sale contract.  
-  * **Next purchase number** +  * **Next purchase number** - Change the default purchase contract number for the next new purchase contract. 
  
 **Send confirm as an attachment in tracking email.**\\  **Send confirm as an attachment in tracking email.**\\ 
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 **Item list font** - Change the font type and size for items in the list.\\  **Item list font** - Change the font type and size for items in the list.\\ 
 **Page height** - Decrease or increase the standard page height - changes where CATS breaks the page when printing to a printer.\\  **Page height** - Decrease or increase the standard page height - changes where CATS breaks the page when printing to a printer.\\ 
-**terms font** - Change the contract terms font type and size.\\ +**Terms font** - Change the contract terms font type and size.\\ 
 **Text element placement** - Put the headings for the memo fields on top of or to the left of the memo fields.\\  **Text element placement** - Put the headings for the memo fields on top of or to the left of the memo fields.\\ 
 **Indent text elements** - (Yes or No) - Indent all of the text elements compared to the title and heading placement.\\  **Indent text elements** - (Yes or No) - Indent all of the text elements compared to the title and heading placement.\\ 
-**HTML Styles** - \\ +**HTML Styles** - Check the box labeled **Use separate styles for HTML output** to use a different size, style, or weight of font for contract confirmations printed to HTML than those printed to a printer.\\  
 +  * Change the options for:  
 +     * **Title font** - the title on the confirmation, usually ''PURCHASE CONTRACT'' or ''FOB CONTRACT''  
 +     * **Text font** - the font on all text boxes except the Terms box.  
 +     * **Item list font** - the font on the item list, displayed in grid format.  
 +     * **Terms font** - the font for the terms.  
 +  * **Fit item list to page** - Check this box to force the item list width to span the page and not cut off columns.\\ 
 **Signature date line** - \\  **Signature date line** - \\ 
 **Use old contract style** - \\  **Use old contract style** - \\ 
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 ====Confirm Templates==== ====Confirm Templates====
 Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats:procedures:codes:terms|]] for more details about setting up codes. Here you can choose which terms to display on the contract itself. Each term uses codes that you can set up in the Codes & Terms area. See [[cats:procedures:codes:terms|]] for more details about setting up codes.
-[{{:cats:settings:contractsettings_confirmtemplates.png?|Contract settings confirm templates}}]+ 
 +[{{:cats:settings:contractsettings_templates.png?|Contract settings confirm templates}}]
  
 ====Page Layout==== ====Page Layout====
 Place a check next to the Contract Terms you wish to display on the Contract. Place a check next to the Contract Terms you wish to display on the Contract.
 Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons. Adjust the order in which the terms will be displayed by using the "Move Up" and "Move Down" buttons.
-[{{:cats:settings:contractsettings_page.png?|Contract settings page layout}}]+[{{:cats:settings:contractsettings_layout.png?|Contract settings page layout tab}}]
 Press **Save** to continue. Press **Save** to continue.
  
  • cats/settings/contractsettings.1539707420.txt.gz
  • Last modified: 2018/10/16 16:33
  • (external edit)