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://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]]
+
* [[Special:Wantedpages|Empty Pages]].
−
* [[:Category:Under Development|Under Development]]
+
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
 
=== 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|25/02/2016}} - [[How to Control the Number of Messages the Retention Centre Sends]] - RG
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* * {{DataValue|02/03/2016}} - [[Payroll links to Pension Providers]] - KK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
−
* {{DataValue|04/02/2015}} - [[How do I Deal with an Early Return from Maternity\Paternity Leave?]] - RG - CWA OK  
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* {{DataValue|03/06/2015}} - [[How do I Book in a Courtesy Vehicle?]] - RG - CWA OK - already have 2 articles relating to courtesy vehicles - is this needed?
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|28/10/2015}} - [[What does Stk Flag on a Stock Code Mean?]] - RG - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
 
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
 
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* {{DataValue|24/06/2015}} - [[RTI End of Period Submissions]] - KK - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* {{DataValue|28/07/2015}} - [[Nominal Integration]] KK - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* {{DataValue|09/09/2015}} - [[How do I Search for a Nominal Centre?]] - KK - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* {{DataValue|02/12/2015}} - [[How do I Account for Workshop Consumables?]] - KK - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* {{DataValue|03/12/2015}} - [[How do I Record Contacts from Prospects Due?]] - KK - CWA OK  
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* {{DataValue|06/01/2016}} - [[How do I Deal with Sale or Return Parts?]] - KK - CWA OK
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
−
* {{DataValue|28/01/2016}} - [[Cash Accounting]] - KK - CWA OK
+
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
−
* {{DataValue|28/01/2016}} - [[How do I Highlight Priority Customers?]] - KK - CWA OK
+
* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
−
* {{DataValue|05/02/2016}} - [[How do I Allocate an Invoice to a Purchase Order?]] - KK - CWA OK
+
* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
−
* {{DataValue|21/04/2015}} - [[How do I Change my Activity Colours in Platinum Mobile?]] KK- CWA OK
+
* {{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|04/02/2015}} - [[Using the Inter Company Transfer Option]] TL - CWA OK
+
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
−
* {{DataValue|22/10/2015}} - [[How do I Update my Kramp Cost Prices?]] - TL - CWA OK
+
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
−
* {{DataValue|24/12/2015}} - [[How do I Use Stock Applications?]] - TL - CWA OK
+
* {{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|04/02/2016}} - [[How do I Add or Edit Icons for Lists?]] - LW OK
+
* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
−
* {{DataValue|23/09/2015}} - [[Platinum Experience Index]] - LW - LW OK
+
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
−
* {{DataValue|21/09/2015}} - [[How does Platinum find the right Vehicle Check Sheet to Use?]] - SJJ - LW OK
+
* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
−
* {{DataValue|02/11/2015}} - [[How do I see what Check Sheets have been performed on a Vehicle?]] - SJJ - LW OK
+
* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
−
* {{DataValue|02/11/2015}} - [[How do I add a Vehicle Check Sheet from Platinum?]] - SJJ - LW OK
+
* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
−
* {{DataValue|09/12/2015}} - [[How do I migrate to Interactive Vehicle Check Sheets?]] - SJJ - LW OK
+
* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
−
* {{DataValue|23/02/2016}} - [[What do I do if I accidentally link HPI details to the wrong vehicle model?]] - SJJ - LW OK.
+
* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
−
* {{DataValue|21/04/2015}} - [[How do I Record Labour in the Workshop using Platinum Mobile?]] - CWA OK could include:
+
* {{DataValue|28/02/2024}} - [[How do I change a Logistics job dates in bulk]] - PS
−
** "How to record labour to a job"
+
* {{DataValue|28/02/2024}} - [[How do I setup Enhanced Check Sheets]] - PS
−
** "How to record labour to job activities" (aka labour items. I couldn't find any existing documentation on this, so maybe it needs to go in a more general section?)
 
−
** "How to record downtime"
 
−
** "Why does 'Your current activity' change to red sometimes on the job details page?" - because you're viewing a job to which you are not currently recording time.
 
  
 
=== 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"