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.
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* '''Follow''' the rules outlined in the [[http://wiki/mediawiki/index.php?title=Writing_Knowledge_Base_Articles guide]] for how to write your article.
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* '''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 ===
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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).
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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|18/07/2018}} - [[How do I Uninstall Platinum Data Manager Server?]] - CWA OK
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* {{DataValue|18/07/2018}} - [[How do I Uninstall Platinum Web Daemon?]] - CWA OK
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* {{DataValue|24/07/2018}} - [[How do I Cancel a Customer Booking?]] - KK (await facility for cancel status?) - CWA OK
 
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* {{DataValue|31/07/2018}} - [[How to deal with Manufacturer Deposit Contributions]] - NS
 
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* {{DataValue|02/08/2018}} - [[How do I Process a Sales Order through Sales Order Dispatch?]] - SJ
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
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Booking & Hire Article Ideas:
 
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;NOTE : Indentation indicates article linking hierarchy, i.e. Getting Started should have links to all the articles with more asterices below it.
 
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How do I Process a Customer Booking should have the articles with more asterices underneath it linked.
 
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;DO NOT DUPLICATE.
 
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* [[Booking & Hire - Getting Started]] - CWA OK / KK Written
 
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** [[How do I Create a Hire Item?]] - CWA OK / J Written
 
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** [[How do I Create a Hire Item Type?]] - CWA OK / J Written
 
−
** [[How do I Process a Customer Booking?]] - CWA OK / KK Written
 
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*** [[How do I Handle a Customer Booking Enquiry?]] - CWA OK / J Written
 
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*** [[How do I Take a Deposit for a Customer Booking?]] - CWA OK / J Written
 
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*** [[How do I Print a Hire Agreement Document?]] - CWA OK / KK Written
 
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*** [[How do I Produce a Hire Booking Invoice?]] - CWA OK / KK Written
 
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*** [[How do I Take a Payment for a Hire Invoice?]] - CWA OK / J Written
 
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*** [[How do I Refund Customer Booking Deposits?]] - CWA OK / J Written
 
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*** [[How do I Produce a Security Invoice?]] - CWA OK KK Written
 
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*** [[How do I Take a Payment for a Security Invoice?]] - CWA OK / J Written
 
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*** [[How do I Customise the Customer Booking Process?]] - CWA OK / J Written
 
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**** [[How do I Create a Booking Status?]] - CWA OK / J Written
 
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* [[How do I Make a Hire Item Unavailable for a Period?]] - CWA OK / J Written
 
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** [[How do I Create a Hire Item Activity Type?]] - CWA OK / J Written
 
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* [[How do I Customise Text on my Booking and Security Invoices?]] - CWA OK / KK written
 
−
 
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* [[How do I Customise my Booking Agreement Documents?]] - CWA OK
 
−
Include information about the default agreements SXBH005.EPL & SXBH005VS.XML and which is used in which circumstances.
 
  
 
=== 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|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|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|13/12/2017}} - [[How do I Add an Unsubscribe Link to my Bulk Emails]] (this would let people know how to write this link for their bulk Marketing) - CWA Ok. Is this covered by [[Can Customers Unsubscribe from Platinum Marketing?]]? - Jamie
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
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* {{DataValue|08/03/2018}} - [[How do I Deal with Betterment?]] - NS - CWA OK - add the detail in the article & bear in mind that it canbe applied to warranty as well.
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* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
 
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* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* {{DataValue|13/04/2018}} - [[How do I add Allocate Costs to a Vehicle in Vehicle Costings via the Purchase Ledger?]] -NS- CWA Add a section to the existing article please.
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
 
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* {{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|10/05/2018}} - [[How do I Deal with Unwanted Vehicle Records?]] - KK - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* {{DataValue|17/07/2018}} - [[How do I Enter a Report Range?]] - CWA OK
+
* {{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 Create a Report Sort Order?]] - CWA OK
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* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
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* {{DataValue|17/07/2018}} - [[How do I Create a Report Column?]] - 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 10:06, 19 March 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=44180"