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://wiki/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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=== 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|28/09/2018}} - [[How do I Print a Stock List?]] - PS
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
 
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* {{DataValue|27/11/2018}} - [[How do I Create or Amend a Regular Vehicle Costing?]] - NE
 
−
 
 
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* {{DataValue|87/11/2018}} - [[Creating Vehicles]] - KK - this would link all the articles on new, used etc together and include text to stress what should happen and when - trying to stop more STE030 happening
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
−
 
−
* [[How do I Customise Payroll Calculations for Employees?]] - CWA OK
 
−
 
−
Mantis #11022 - Booking & Hire Pricing
 
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* [[How do I Customise Pricing in Booking & Hire?]] - CWA OK
 
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** [[How do I Customise Hire Price Rates?]] - CWA OK
 
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** [[How do I Add Seasonality to Hire Prices?]] - CWA OK
 
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** [[How do I Create a Hire Price Plan?]] - CWA OK
 
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** [[How do I Assign a Hire Price Plan to a Hire Item?]] - CWA OK
 
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** [[How do I Create Special Offer Prices in Booking & Hire?]] - CWA OK
 
−
These are all written but need to be reviewed - Jamie
 
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
−
* {{DataValue|02/08/2016}} - [[How do I Set Up Warehouse Charging?]] - CWA
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* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
 
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|27/10/2017}} - [[Payroll Tax Calendar]] - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
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* {{DataValue|09/11/2018}} - [[How do I Remove Stock Associations?]] - KK - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
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* {{DataValue|21/11/2018}} - [[How do I Print Employee Details?]] - KK (Payroll) - 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|27/09/2018}} - [[How do I Record Employee Time in Personnel Planning?]] - KK - CWA - Be careful not to duplicate too much with WS Real Time Recording articles. Perhaps update the workshop ones to be more general now? 
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
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* {{DataValue|27/09/2018}} - [[How do I Amend Employee Time Records?]] - KK - CWA - This should cover both technicians and employees.
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
 
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* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
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* {{DataValue|17/07/2018}} - [[How do I Enter a Report Range?]] - CWA OK
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* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* {{DataValue|17/07/2018}} - [[How do I Create a Report Column?]] - CWA OK
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
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* {{DataValue|17/07/2018}} - [[What is a Report Generator Operator?]] (KK - this is referred to in the [[How do I Create a Range Filter?]] article)
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* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
−
 
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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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* {{DataValue|31/07/2018}} - [[How do I deal with Manufacturer Deposit Contributions?]] - NS - 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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* {{DataValue|31/08/2018}} - [[How do I change the Local Currency Value of a Transaction?]] - NS - CWA OK
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* {{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
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* {{DataValue|02/08/2018}} - [[How do I Process a Sales Order through Sales Order Dispatch?]] - SJ - CWA OK
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* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
−
 
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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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* {{DataValue|07/08/2018}} - [[How do I Set up Service Plans?]] - TL - CWA Ok
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* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
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* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
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* {{DataValue|19/09/2018}} - [[How do I View Archived Transactions?]] - NT (KK) - CWA OK
+
* {{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
  
 
=== 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

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