Difference between revisions of "Articles"

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* Save the page.
 
* Save the page.
 
* Click on the {{Red|Red}} link you have created to start creating your page.
 
* Click on the {{Red|Red}} link you have created to start creating your page.
−
* '''Follow''' the rules outlined in the [[http://wiki/mediawiki/index.php?title=Writing_Knowledge_Base_Articles guide]] for how to write your article.
+
* '''Follow''' the rules outlined in the [[https://wiki.office.catalyst-uk.com/kb/Writing_Knowledge_Base_Articles guide]] for how to write your article.
  
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
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=== Title Suggestion ===
 
=== Title Suggestion ===
−
When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
+
When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
 +
 
 +
{{note|text=
 +
* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
 
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
 
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
 +
}}
  
−
 
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* {{DataValue|21/08/2018}} - [[How do I Contra Payments for a Finance Company?]] - KK (this is specifically to explain what to do when a finance company contras outstanding HP and a financed deal)
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
 
 
−
* {{DataValue|31/08/2018}} - [[How do I change the Local Currency value of a transaction]] - NS
 
−
* {{DataValue|05/09/2018}} - [[How do I Remove Finance Rates?]] - NE
 
−
* {{DataValue|06/09/2018}} - [[How do I Print All Outstanding Advisories?]] - KK
 
−
* {{DataValue|06/09/2018}} - [[How do I Print a List of Customers/Suppliers?]] - KK
 
−
 
 
−
Suggestions relating to new PP Real Time Employee Recording
 
−
 
 
−
* {{DataValue|21/08/2018}} - [[How do I Log Employee Time?]] - KK
 
−
* {{DataValue|21/08/2018}} - [[How do I Amend Employee Time Records?]] - KK
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
−
 
−
* [[How do I Customise my Booking Agreement Documents?]] - CWA OK
 
−
Include information about the default agreements SXBH005.EPL & SXBH005VS.XML and which is used in which circumstances.
 
−
 
−
* [[How do I Customise Payroll Calculations for Employees?]] - CWA OK
 
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
−
* {{DataValue|02/08/2016}} - [[How do I Set Up Warehouse Charging?]] - CWA
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* {{DataValue|27/10/2017}} - [[Payroll Tax Calendar]] - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
 
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* {{DataValue|17/07/2018}} - [[How do I Enter a Report Range?]] - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* {{DataValue|17/07/2018}} - [[How do I Create a Report Column?]] - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* {{DataValue|18/07/2018}} - [[How do I Uninstall Platinum Data Manager Server?]] - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* {{DataValue|18/07/2018}} - [[How do I Uninstall Platinum Web Daemon?]] - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* {{DataValue|24/07/2018}} - [[How do I Cancel a Customer Booking?]] - KK (await facility for cancel status?) - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* {{DataValue|31/07/2018}} - [[How do I deal with Manufacturer Deposit Contributions?]] - NS - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* {{DataValue|02/08/2018}} - [[How do I Process a Sales Order through Sales Order Dispatch?]] - SJ - CWA OK
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* {{DataValue|07/08/2018}} - [[How do I Set up Service Plans?]] - TL - CWA Ok
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
−
 
+
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
−
* {{DataValue|21/08/2018}} - [[How do I Output a Debtors/Creditors List to File?]] - KK (will need to advise they use a report which is not currently issued as standard) - Issue the reports in the next round of profiles making sure that they are OK first...
+
* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
 +
* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
 +
* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
 +
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
 +
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
 +
* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
 +
* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
 +
* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
 +
* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
 +
* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
 +
* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
 +
* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I change a Logistics job dates in bulk]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I setup Enhanced Check Sheets]] - PS
  
 
=== On Hold ===
 
=== On Hold ===
 
==== Waiting for Mantis ====
 
==== Waiting for Mantis ====

Latest revision as of 13:55, 8 July 2024

Use this page to add articles.

  • Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
  • Save the page.
  • Click on the Red link you have created to start creating your page.
  • Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

Title Suggestion

When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

  • Titles should be in lower case (except for the first letter, any Platinum options and any trade names).
  • The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

Suggestions from Programming!

Title Confirmed

On Hold

Waiting for Mantis

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Articles&oldid=44283"