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 [[https://wiki/kb/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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}}
 
}}
  
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* {{DataValue|03/10/2019}} - [[How do I email multiple images?]] - 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
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* {{DataValue|07/02/2020}} - [[How do I post payments from finance companies?]] - KK
 
−
 
 
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* {{DataValue|16/02/2020}} - {{How do I authorise and pay bulk supplier payments?}} - KK (assuming you are not removing the other Automatic Payments option which has its own article)
 
−
 
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
−
* [[How do I customise payroll calculations for employees?]] - CWA OK
 
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* [[How do I create a prospect using Platinum Online?]] - CWA OK
 
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* {{DataValue|13/02/2020}} - [[Linux Server Backups]] - CS - LW OK
 
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
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* {{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?
 
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* {{DataValue|27/09/2018}} - [[How do I amend employee time records?]] - KK - CWA - This should cover both technicians and employees.
 
−
 
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* {{DataValue|05/02/2019}} - [[How do I deal with new unit stocking plans?]] - KK - CWA OK
 
−
 
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* {{DataValue|03/04/2019}} - [[How do I dispatch sales orders via a shipping service?]] - KK - LW OK.
 
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* {{DataValue|27/04/2019}} - [[How do I post opening balances?]] - KK - CWA OK
 
 
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
 
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* {{DataValue|07/06/2019}} - [[Changing a company status?]] - KK - Internal Wiki article and external - CWA This needs to be a more general title about what to do when a company has a change of status, i.e. it is sold or converts to Ltd (or back to not Ltd!)
 
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* {{DataValue|11/09/2019}} - [[How do I migrate to Platinum Online V2?]] - KK - CWA OK - is this still needed?
 
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* {{DataValue|21/11/2019}} - [[How do I deal with fitted items on units?]] - KK - CWA OK - awaiting mantis job
 
 
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
 
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|14/01/2020}} - [[How do I create a company unit record?]] - KK - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
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* {{DataValue|06/02/2020}} - [[Farm Plan integration details]] - KK - CWA OK
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* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
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* {{DataValue|06/02/2020}} - [[How do I set up buying groups?]] - JKS - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
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* {{DataValue|06/02/2020}} - [[How do I use buying groups?]] - JKS - CWA OK
+
* {{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
  
 
=== 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"