Difference between revisions of "Articles"

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(→‎For Proof Reading)
(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* [[:Category:Update|Out of Date Articles]].
  
−
== LEGEND ==
+
=== Title Suggestion ===
−
* -#- = Added to KB Links
+
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).
−
* -%- = Written and ready
 
−
* [[Special:Wantedpages|Empty Pages]]
 
  
−
=== 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 Upload Vehicle Pictures from my Phone\Tablet?]] - RG  - CWA OK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* [[How do I Upload Pictures for Parts from my Phone\Tablet?]] - RG  - CWA OK
 
−
* [[Taking a Photo with Platinum Online]] - RG - LW OK
 
−
* [[How do I See my Platinum Sales Figures from my Phone\Tablet?]] - RG - CWA OK
 
−
* [[How do I do a Stock Enquiry from my Phone Using Platinum Online?]] - RG - CWA OK
 
−
* [[How do I Create Attachments?]] - TL - CWA - Attachments for what? (In Payroll) - CWA OK
 
  
−
=== Title confirmed, Assigned & In Progress ===
+
==== Suggestions from Programming! ====
−
===== RG =====
 
−
* [[How do I Set Qualifying Days for Sick Pay?]] - RG - CWA OK #
 
−
* [[How do I Put an Employee on Emergency Tax?]] - RG - CWA OK  #
 
−
* [[How do I Add Internal Notes to a Job?]] - RG (Notes tab) - CWA OK
 
−
* [[How do I Schedule a Technician for a Job?]] - RG (adding primary skill) - CWA OK
 
−
* [[Dealing with Backorders in Invoicing and Customer Orders]] - RG - CWA OK
 
−
* [[How can I Warn about Parts Being Sold at a Loss?]] - RG (set min profit) - CWA OK
 
−
* [[Why does the Format of my Vehicle Heath Check Change?]] - RG - CWA OK
 
−
* [[How do I Change the Title on my Advice Notes?]] - RG - CWA OK
 
−
* [[How do I Create a Contact Type?]] - RG - CWA OK (Personnel Planning Client Contact)
 
−
* [[How do I Create a Contact Reason Code?]] - RG - CWA OK (Personnel Planning Client Contact)
 
−
* [[How do I Allocate a Driver to his Vehicle?]] - RG - CWA OK
 
−
* [[How do I Display Drivers Mobile Numbers on the Planning Screen?]] - RG - CWA OK
 
−
* [[How do I Remove a Vehicle From my Current Vehicles List?]] - RG - CWA OK
 
−
* [[How do I Deal with an Early Return from Maternity\Paternity Leave?]] - RG - CWA OK
 
−
* [[Why do I Have to Login When I Start a Transaction?]] - RG (Doc Sign in Popup) - CWA OK
 
−
* [[How do I View Detailed Vehicle History?]] - RG - CWA OK
 
−
* [[How do I Refund a Workshop Deposit?]] - RG - CWA OK
 
−
* [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - RG - CWA OK
 
−
* [[How do I Change the Prices on a Group of Stock Codes?]] - RG (Price and cost changes) - CWA OK
 
−
* [[How do I Set up a Courtesy\Loan Vehicle in Platinum?]] - RG - CWA OK
 
−
* [[How do I Print a Sub Contractor Confirmation?]] - RG - CWA OK
 
−
* [[How do I Change the Size of the Text on my Report Results?]] - RG % - CWA OK
 
−
* [[How do I Remove a Keeper from a Vehicle?]] - 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
−
* [[How do I Set a Delivery Schedule for Logistics Jobs?]] - 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 Dynamic SMS Message?]] - RH - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
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* [[How do I Create a Dynamic E-Mail?]] - RH - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* [[How do I Delete Customer or Supplier Accounts?]] - RH - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
----
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
 +
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - 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 Start Platinum with a Specific Module or Menu?]] - SJ - CWA OK
+
==== Waiting for Mantis ====
−
----
 
−
 
 
−
===== TL =====
 
−
* [[How do I Write my Own Reorder Formula?]] - TL - CWA OK
 
−
* [[How do I Search for a Logistics Job?]] - CWA OK
 
−
* [[How do I Send an SMS to my Drivers?]] - TL - CWA OK
 
−
* [[How do I Deal with Fixed Asset Disposals?]] TL - CWA OK
 
−
* [[Why are my Standard Jobs not Being Listed?]] - TL - CWA OK
 
−
* [[How do I Remove Old Backorder References?]]  - TL - CWA OK
 
−
----
 
−
 
 
−
 
 
−
===== NS =====
 
−
*[[Why can't I Edit the Purchase Details on a Sold Vehicle?]] - CWA OK
 
−
 
 
−
----
 
−
 
 
−
=== Assigned & Awaiting Title Confirmation ===
 
−
==== New Titles ====
 
−
 
 
−
===== RG =====
 
−
 
 
−
===== RH =====
 
−
* [[What should I do if HMRC Request an Earlier Year Update (EYU)?]] - RH - CWA OK
 
−
----
 
−
* [[How can I Upload Information Only to my Website?]] -RH - Awaiting Mantis Task#[http://mantis.catalyst/mantis/view.php?id=6024 6024].
 
−
 
 
−
===== SJ =====
 
−
* [[How do I use an Internal Report as a range filter?]] - SJ - CWA OK (should be upper case "U" on use, but I'll let you off)
 
−
 
 
−
===== TL =====
 
−
 
 
−
===== KR =====
 
−
* [[How do I Archive Customer or Supplier Transactions?]] - KR - CWA OK
 
−
 
 
−
===== 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"