Difference between revisions of "Articles"

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(→‎RG)
(Bulk update)
 
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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://thrash/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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== Knowledge Base ==
 
== Knowledge Base ==
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 +
* [[Special:Wantedpages|Empty Pages]].
 +
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
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* [[Special:Wantedpages|Empty Pages]]
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=== Title Suggestion ===
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* [[:Category:Stub|Stub Pages]]
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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).
  
−
=== Unassigned\On Hold ===
+
{{note|text=
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*[[How do I Remove Old Backorder References?]] - NS - CWA ok - AWAITING
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* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
−
MANTIS 3886
+
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
−
*[[How can I Hide Customers/Suppliers from the Account Search?]] - CWA Hold
+
}}
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*[[Why are Customers Missing when I Search for them?]] - CWA Hold
 
−
*[[Why are Suppliers Missing when I Search for them?]] - CWA Hold
 
  
−
=== Title confirmed, Assigned & In Progress ===
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
===== CM =====
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
*[[How do I Add Finance Details to a Prospect Quote?]] - CM - CWA OK
 
−
*[[Purchase Ordering - Maintenance Options]] - CWA OK
 
−
*[[How do I Use Stock Formulae?]] - CWA OK
 
−
*[[Order Types Explained]] - CWA OK
 
−
*[[How do I Deal with Fixed Asset Disposals?]] - CWA OK
 
−
----
 
  
−
===== RG =====
+
==== Suggestions from Programming! ====
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* [[How do I Adjust Parts Stock Levels after a Theft?]] - RG - CWA OK
 
−
----
 
  
−
===== RH =====
+
=== Title Confirmed ===
−
* [[How do I Create, Sell & Manage a Service Plan?]] - RH - CWA OK
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* [[Stock Control - Invoice Parameters (2)]] - RH - CWA OK
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* [[Quotation Parameters]] - RH - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* [[Deposit Parameters]] - RH - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
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* [[Security Level Amendments Parameters]] - RH - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* [[New Account Defaults Parameters]] - RH - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
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* [[Barcode Parameters]] - RH - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* [[Third Party Software Parameters]] - RH - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* [[Report Parameters]] - RH - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* [[Till Parameters]] - RH - CWA OK
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
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* [[Stock Search Parameters Parameters]] - RH - CWA OK
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
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* [[Quick Search Parameters Parameters]] - RH - CWA OK
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* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
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* [[Stock Enquires Parameters]] - RH - CWA OK
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* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
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* [[Advice Notes Parameters]] - RH - CWA OK
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* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
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* [[How do I Create a Custom Retention Centre Action?]] - RH - CWA OK
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* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
−
*[[Why can I not Retrieve a Customer Parts Order?]] - RH - CWA OK
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* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
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*[[How can I Change the Wording on my Text Messages?]] - RH - CWA OK
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* {{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
  
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===== SJ =====
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=== On Hold ===
−
----
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==== Waiting for Mantis ====
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===== TL =====
 
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*[[How do I Transfer Stock Between Companies?]] - TL - CWA OK
 
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*[[How do I Deal With Warranty Payments?]] - TL - CWA OK
 
−
----
 
−
 
 
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===== NS =====
 
−
----
 
−
 
 
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=== Assigned & Awaiting Title Confirmation ===
 
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==== New Titles ====
 
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----
 
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===== CM =====
 
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*[[How do I Use the Sales Ordering Link?]] - CM
 
−
----
 
−
 
 
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===== RG =====
 
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* [[How to I Create a Stock Adjustment Category?]] - RG
 
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* [[How do I Activate my New Platinum Terminal?]] - RG (Help with online check)
 
−
----
 
−
 
 
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===== RH =====
 
−
 
 
−
----
 
−
 
 
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===== TL =====
 
−
 
 
−
----
 
−
 
 
−
===== NS =====
 
−
-----
 
−
 
 
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==== New Titles not Approved ====
 
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*[[What Should I Consider When Crediting a Vehicle?]] - CM - No. Modify the existing How do I Credit a Vehicle?
 
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*[[Report Generator - $REPORT Function]] - Update existing Function item in Report Generator area - CWA
 
−
*[[Vehicle Sales Integration to the Nominal Ledger]] - CWA
 

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"