cats:settings:systemsettings

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cats:settings:systemsettings [2022/09/29 15:39] – amandacats:settings:systemsettings [2022/09/29 16:02] (current) – [Costing Selection Tab] amanda
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   * **All** - Allow users to enter all types of codes, including description/grade codes and counterparty account codes, from other areas in CATS. Such as when adding a contract, if the grade code does not exist, a user will be able to add it from there.     * **All** - Allow users to enter all types of codes, including description/grade codes and counterparty account codes, from other areas in CATS. Such as when adding a contract, if the grade code does not exist, a user will be able to add it from there.  
   * **Non-Critical** - Allow users to enter only certain types of codes from other areas of CATS. Description/Grade codes and Counterparty account codes are excluded.     * **Non-Critical** - Allow users to enter only certain types of codes from other areas of CATS. Description/Grade codes and Counterparty account codes are excluded.  
-  * **None** - No use\\+  * **None** - All codes must be entered from the Add dialogue in their respective areas, such as the Codes & Terms menu.\\
 **Print attention line below address on labels.** - Prints the information stored in the "Attention" on a counterparty account below the address on labels.\\ **Print attention line below address on labels.** - Prints the information stored in the "Attention" on a counterparty account below the address on labels.\\
  
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 ====Business Details==== ====Business Details====
-Enter information about your company and choose your product options.+Enter information about your company and choose your default options.
 [{{:cats:settings:systemsettings:setup_systemsetup_businessdetailstab.png|System Settings Business Details Tab}}] [{{:cats:settings:systemsettings:setup_systemsetup_businessdetailstab.png|System Settings Business Details Tab}}]
 **Commodity Mode:**- Standard, Metals, Meats, Non-Commodity. Unless otherwise instructed, please choose ''Standard''.\\  **Commodity Mode:**- Standard, Metals, Meats, Non-Commodity. Unless otherwise instructed, please choose ''Standard''.\\ 
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 **Default measure:** - Enter the default measure to be used when the measure field is left blank.\\ **Default measure:** - Enter the default measure to be used when the measure field is left blank.\\
 **Main product:** - Enter the company main product. You can still use other products.\\ **Main product:** - Enter the company main product. You can still use other products.\\
-**Certified lot code:** - Enter the certified lot code, e.g., LCGT.\\+**Certified lot code:** - Enter the certified lot code, e.g., CERT.\\
 **Use multiple products.** - Allows users to create contracts and work with other products.\\ **Use multiple products.** - Allows users to create contracts and work with other products.\\
 **Show multiple products on contracts.** - When unchecked, forces you to create a new contract for every product type.\\ **Show multiple products on contracts.** - When unchecked, forces you to create a new contract for every product type.\\
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 **Print graphic letterhead.** - Include logo on document. Alternative is an address without a logo.\\ **Print graphic letterhead.** - Include logo on document. Alternative is an address without a logo.\\
 **Print address as document footer.** - The company address will print as a footer.\\  **Print address as document footer.** - The company address will print as a footer.\\ 
-**Printer:** -Choose default printer.\\+**Printer:** - Enter the ".PRN" file name to be used to print to the printer. Contact New Data Systems for help with setting up a logo file.\\
 **HTML** - Enter the path to the address image file. You can enter the size of the logo here using the format ''LOGOFILENAME.JPG x600y200''.\\  **HTML** - Enter the path to the address image file. You can enter the size of the logo here using the format ''LOGOFILENAME.JPG x600y200''.\\ 
-**Logo** - Enter the path to the logo image file, if you use multiple addresses.\\+**Logo** - Enter the path to the logo-only image file. Used if you use multiple addresses.\\
  
 ====Costing Selection Tab==== ====Costing Selection Tab====
 +Allows users to 
 [{{:cats:settings:systemsettings_costingselectiontab.png|System Settings Costing Selection}}] [{{:cats:settings:systemsettings_costingselectiontab.png|System Settings Costing Selection}}]
  
 **Costing Level:** - 1 Show cost on main screen, 2 Show cost on item screen, 3 Check reserved costs, 4 Require reserved cost.\\   **Costing Level:** - 1 Show cost on main screen, 2 Show cost on item screen, 3 Check reserved costs, 4 Require reserved cost.\\  
 **Use cost table.** - Check box to use cost table.\\  **Use cost table.** - Check box to use cost table.\\ 
-**Cost table mode:** - Grade terms, Grade terms destination, Origin destination.\\ +**Cost table mode:** - Different modes for looking up rates in the Cost to Exdock table are: 
 +  * Grade terms: Match records on contract items using the Grade code and the contract Shipping Terms.  
 +  * Grade terms destination: Match records using the Grade code, the Shipping Terms, and the Item Destination 
 +  * Origin destination: Match for Origin and Destination Only.\\ 
 **Check cost table for all shipments terms** -\\  **Check cost table for all shipments terms** -\\ 
 **Automatically update freight/destination costs on individual contracts.** -\\  **Automatically update freight/destination costs on individual contracts.** -\\ 
 **Calculate cost-to-Exdock for sale contracts.** -\\  **Calculate cost-to-Exdock for sale contracts.** -\\ 
-**Calculate interest for "INT" using transit days.** -\\  +**Calculate interest for "INT" using transit days.** - When using estimated/reserved costs, use the Transit Days entered on the Voyage and/or the Cost Analysis record to calculate interest.\\  
-**Automatically add contract payment term days** -\\ +**Automatically add contract payment term days** - Add the contract payment term days to the transit days to get the interest-free time.\\ 
 **Update costs from cost calculation module.** -\\  **Update costs from cost calculation module.** -\\ 
 **Enable automatic cost recalculation.** -\\  **Enable automatic cost recalculation.** -\\ 
  • cats/settings/systemsettings.1664465948.txt.gz
  • Last modified: 2022/09/29 15:39
  • by amanda