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* [[:Category:Update|Out of Date Articles]].
  
−
* [[Special:Wantedpages|Empty Pages]]
+
=== 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).
  
−
=== Unassigned\On Hold ===
+
{{note|text=
−
*[[How can I Hide Customers/Suppliers from the Account Search?]] - CWA Hold
+
* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
−
*[[Why are Customers Missing when I Search for them?]] - CWA Hold
+
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
−
*[[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
 
−
*[[How do I Deal with Fixed Asset Disposals?]] - CWA OK
 
−
* [[How do I Make the Entry of Contact Details Mandatory?]] - CM - CWA OK
 
−
----
 
  
−
===== RG =====
+
==== Suggestions from Programming! ====
−
* [[How do I Add Payment Methods to my Payment Screen?]] - RG - CWA OK
 
−
* [[How do I Add a Fuel Cost in Vehicle Costings?]] - RG - CWA OK
 
−
* [[How do I View\Search Vehicle Cost Categories?]] - RG - CWA OK
 
−
* [[How do I Add\Edit Vehicle Cost Categories?]] - RG - CWA OK
 
−
* [[Vehicle Costings Parameters]] - RG - CWA OK
 
−
* [[How do I Apply Settlement Discount for a Customer?]] - RG - CWA OK
 
−
* [[How do I Set a Credit Limit for a Customer?]] - 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
−
* [[Advice Notes Parameters]] - RH - CWA OK
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* [[How do I Create a Custom Retention Centre Action?]] - RH - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* [[How do HTML Emails work in Platinum?]] - RH - LW OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* [[How do I Finance Clothing Items?]] - RH - LW OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* [[How do I Deal with Settlement of Financed Clothing?]] - RH - LW OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* [[How do I Reprint a Part Exchange Purchase Invoice?]] - RH - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* [[How can I Stop the "Encourage Contact Data" Requests?]] - RH - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
----
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
 +
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - 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|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
  
−
===== SJ =====
+
=== On Hold ===
−
* [[How do I find my Club Catalyst ID, or CCI?]] - SJ - CWA OK
+
==== Waiting for Mantis ====
−
* [[How do I set up a Club Catalyst Supplier?]] - SJ - CWA OK
 
−
* [[How do I set up a Club Catalyst Customer?]] - SJ - CWA OK
 
−
----
 
−
 
 
−
===== TL =====
 
−
 
 
−
----
 
−
 
 
−
===== NS =====
 
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*[[How do I Remove Old Backorder References?]] - NS - CWA ok
 
−
----
 
−
 
 
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=== Assigned & Awaiting Title Confirmation ===
 
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==== New Titles ====
 
−
----
 
−
===== CM =====
 
−
*[[Why does my Debt List show a Customer with a zero Balance?]] - CWA OK
 
−
*[[How do I Export a Customer List?]] - CWA OK
 
−
*[[How do I Export a Supplier List?]] - CWA OK
 
−
-----
 
−
 
 
−
===== RG =====
 
−
* [[How do I Add Advisories to a Workshop Job?]] - RG
 
−
----
 
−
 
 
−
===== RH =====
 
−
* [[How can I Upload Information Only to my Website?]] -RH - Awaiting Mantis Task#[http://mantis.catalyst/mantis/view.php?id=6024 6024].
 
−
----
 
−
* [[How can I Upload Information Only to my Website?]] -RH - Awaiting Mantis Task#[http://mantis.catalyst/mantis/view.php?id=6024 6024].
 
−
* [[How to Transfer Platinum to a new Server]] - RH - Not sure we want this on a public knowledge base personally...... - CWA  <br>
 
−
;RH Was thinking:
 
−
:''Basic information, what is needed.. prep. Ultimately we be involved at a charge. Statement if done without us being involved and there is a problem our help will be outside of maintenance...blah,blah,blah...''
 
−
 
 
−
===== TL =====
 
−
----
 
−
 
 
−
===== NS =====
 
−
-----
 

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"