Difference between revisions of "Articles"

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(→‎CM)
(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.
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* '''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* [[:Category:Update|Out of Date Articles]].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
+
}}
  
−
=== For Proof Reading ===
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* [[How do I Deal with Dividends in Payroll?]] - RH - CWA OK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* [[How do I Set up a Child Support Attachment?]] - RG - CWA OK
 
  
−
=== Title confirmed, Assigned & In Progress ===
+
==== Suggestions from Programming! ====
−
===== CM =====
 
−
* [[How do I Deal with Fixed Asset Disposals?]] - CWA OK
 
−
* [[How do I Create a Dynamic SMS Message?]] - CM - CWA OK
 
−
* [[How do I Create a Dynamic E-Mail?]] - CM - CWA OK
 
−
* [[How do I Allocate Vehicle Stock Numbers Automatically?]] - CM - CWA OK
 
−
* [[How can I View Turnover Statistics for this account?]] - CM- CWA OK
 
−
* [[How can I View Statistics for this Part?]] - CM - CWA OK
 
−
* [[How do I Add Dimensions to my Vehicles?]] - CM - CWA OK
 
−
----
 
  
−
===== RG =====
+
=== Title Confirmed ===
−
* [[How can I Work out the Price excluding VAT?]] - RG - CWA OK
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* [[Creating a New Stock Status]] - RG - CWA OK
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
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* [[Creating a New Stock Analysis Code]] - RG - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* [[Applying Account Groups]] - RG - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* [[Creating a New Account Analysis Code]] - RG - CWA 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 Add Advisories to a Vehicle?]] - RG - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
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* [[Creating a Vehicle Analysis Code]] - RG - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* [[How do I Print a Ticket?]] - RG - CWA OK
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* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* [[How do I Search for a Logistics Job Status?]] - RG - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* [[How do I Log whether a Job was Delivered Satisfactorily?]] - RG - CWA OK  
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* [[How do I Add Post Delivery Notes?]] - RG - CWA OK  
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
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* [[How do I Add Post Delivery Problem Codes?]] - RG  - 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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* [[How do I Create Post Delivery problem codes?]] - RG - 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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* [[How do I Add a Sub Contractor to a Logistics Job?]] - RG - 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 Set a Delivery Schedule for Logistics Jobs?]] - RG - CWA OK
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* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
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* [[How do I Add Notes to a Logistics Job?]] - RG - 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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* [[Creating a New Logistics Job Analysis Code]] - RG - CWA OK
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* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
−
* [[How to See a Job Totals Summary without Invoicing]] - RG - CWA OK
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* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
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* [[How do I Add Internal Notes to a Job?]] - RG (Notes tab) - CWA OK
+
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
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* [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - RG - CWA OK
+
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
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* [[How do I Schedule a Technician for a Job?]] - RG (adding primary skill) - CWA OK
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* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
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* [[How do I Find a Document to Pay?]] - RG (doc number in receipts and payments) - CWA OK
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* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
−
* [[Dealing with Backorders in Invoicing and Customer Orders]] - RG - CWA OK
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* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
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* [[Selling Stock in Invoicing and Customer Orders]] - RG - Better - CWA OK
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* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
−
* [[How do I Set Qualifying Days for Sick Pay?]] - RG - CWA OK
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* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
−
* [[How do I Put an Employee on Emergency Tax?]] - RG - CWA OK
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* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
−
* [[How do I Change an Employee to be a Company Director?]] - RG - CWA OK
+
* {{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
  
−
===== RH =====
+
=== On Hold ===
−
* [[How do I Create, Sell & Manage a Service Plan?]] - RH - CWA OK
+
==== Waiting for Mantis ====
−
* [[How do I Add Multiple Drivers to a Job?]] - RH - CWA OK
 
−
* [[How do I Add Multiple Vehicles to a Job?]] - RH - CWA OK
 
−
* [[How do I Add a Mobile Number to Driver Details?]] - RH - CWA OK
 
−
* [[What does the Online Check Button Do?]] - RH - CWA OK
 
−
* [[How do I Add Multiple Part Exchange Vehicles?]] - RH - CWA OK
 
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* [[How do I Sell Multiple Vehicles on an Invoice?]] - RH - CWA OK
 
−
----
 
−
 
 
−
===== SJ =====
 
−
----
 
−
 
 
−
===== TL =====
 
−
* [[How do I Set a Job Status Automatically when I Book Out Parts?]] - TL - CWA OK
 
−
* [[How do I Write my Own Reorder Formula?]] - TL - CWA OK
 
−
* [[How do I Find a Document to Pay?]] - TL (doc number in receipts and payments) - TL CWA OK
 
−
* [[How do I See All Documents rather than just Outstanding?]] - TL - CWA OK(Mode in receipts and payments)
 
−
* [[How do I Assign an Email Address to a User?]] - TL - CWA OK
 
−
----
 
−
 
 
−
===== NS =====
 
−
*[[How do I Remove Old Backorder References?]] - NS - CWA OK
 
−
----
 
−
 
 
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===== JKS JR =====
 
−
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−
 
 
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=== Assigned & Awaiting Title Confirmation ===
 
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==== New Titles ====
 
−
----
 
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===== CM =====
 
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* [[How do I Create a Vehicle Manufacturer]] - CM
 
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* [[How do I Configure Service Defaults for a Vehicle Manufacturer?]] - CM
 
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* [[How do I Configure Service Defaults for a Vehicle Model?]] - CM
 
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* [[How do I Create a Vehicle Status?]] - CM
 
−
-----
 
−
 
 
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===== RG =====
 
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* [[Alternate Stock Invoicing]] - RG - Delete this and use the one below - CWA
 
−
RG>> My thinking was to explain how to use invoicing and customer orders for Full A4 invoice printing with correct totals - though we may completely abandon Invoicing and Customer orders after MANTIS 6300 has been released - it is still in the system and we don't currently have any help on raising invoices from here (though we do have one on quotations....)
 
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* [[Where can I Log my Employees Passport Number?]] - RG - CWA OK.
 
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* [[How can I Warn about Parts Being Sold at a Loss?]] - RG (set min profit) - CWA OK
 
−
 
 
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===== RH =====
 
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* [[How can I Pin a Platinum Shortcut to my Windows Taskbar?]] - RH - Deal with XP, Vista and 7 - even 8 if you're feeling brave... - CWA
 
−
----
 
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* [[How can I Upload Information Only to my Website?]] -RH - Awaiting Mantis Task#[http://mantis.catalyst/mantis/view.php?id=6024 6024].
 
−
 
 
−
===== 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"