[...] STEP 4: Click just outside of the new button and drag it to where you want it on your desktop. Copy Shortcuts from one User to another User STEP 1: Click the People icon located in the Adjutant Toolbar. STEP 2: Click the User in Adjutant attribute in the Attributes window. STEP 3: Go to the Desktop Shortcuts tab. STEP 4: Enter the Username (the User ID, not the person's name) in the Copy From field and click the Copy button. There's no need to click EDIT or SAVE when using this [...]

User in Adjutant — 0.6%

[...] Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function The Users screen contains all of the Security and Rights options for each user in Adjutant. The security tokens, log-in information, and email alerts can all be viewed and edited from these tabs. Video Walk-Through Details The Details tab contains general information about the User. Location and Adjutant Settings User ID: The username used to log in to Adjutant Password: The password used to log in to Adjutant Name: The actual name of the User [...]

Sales Order - Header — 0.6%

[...] Information Default Menu Location The Sales Order Icon is located on the Toolbar Screen Name SOR3 Function The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order. Icons Add/Create ShipTo: Click the button in order to create a new ShipTo for the associated Client. Open/Close: Click this icon to open or close a purchase order. Copy: Select a previously entered purchase order and click this icon to copy [...]

HOW TO - Release and Ship Freight Using a Material Receipt — 0.6%

[...] printer prints out two copies of a new C Label for each carton to be shipped. STEP 25: Affix one copy of each C Label to each carton to be shipped. Affix the other copy to the Packing Form . STEP 26: Scan the barcode for the SE Number on the Packing Form, then scan all the attached C Labels that will go into that carton. STEP 27: Type $$ and press Enter to return to the scanner’s Main Menu . STEP 28: Type 11 and press Enter . STEP 29: Scan each carton's C Label , then enter the correct dimensions and gross weight of the carton [...]

Print Invoices — 0.4%

[...] Default Menu Location : Reports >> Accounts Receivable >> Print Invoices Screen Name : PRINTINV Function : Print/Email/Fax/EDI Customer Invoice(s). Fields and Filters Invoice Numbers : Enter a single invoice number or a range of numbers. A range can be entered by using a colon and several specific invoices can be entered by using commas. For example: 100,103,105:108 will print invoice number 100, 103, 105, 106, 107, and 108. All Unprinted: Check this box to print ALL invoices that have not yet been printed/processed. Checking this box will make the [...]

Purchase Order - Header — 0.4%

[...] Information Default Menu Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3 Function The Purchase Orders Screen is used to add, edit, and void purchase orders. The Header tab is used to enter the basic information that starts a purchase order. Related Tabs For more information about individual Tabs in the Purchase Order Screen please see the following: Purchase Orders - Line Items / Purchase Orders - AP Info / Purchase Orders - Receipt History Fields/Filters Open/Close: Click this icon to open or close a purchase order. Copy: [...]

Barcode Scanner - Prompt 09 - Inventory — 0.4%

[...] functions: 1. Count an Item 2. Move an Item 3. Print a Label Count Inventory The Count Inventory function allows you to scan a barcode and enter a new inventory count for the scanned item. Once a successful scan is completed, the terminal will display the item's current on hand quantity. It allows you to enter a new quantity. If a new quantity is entered, an inventory adjustment will be made in Adjutant. Move Inventory The Move Inventory function allows you to scan a barcode and move the item from one bin to another. To move an item, [...]

Order Entry Setup Options — 0.4%

[...] Person in by organization attribute and not by the user. SOMANUALNUM - If set, suppresses autonumber function when saving a SO. Users will always have to manually key in a SO number if this option is turned on. SOMCSTDCOST - SOMCSTDCOST SOMULTIWHSEALERT - SO lines that are shipping from a warehouse different than the SO Header warehouse will be highlighted in yellow. SOMUSTSAVEHEADER - Forces the SO Header to be saved before continuing on to the Line Items tab. SONEXT - Add button to SO screen to allow generation of order with next items in chain. Next item is saved [...]

Quote Setup Options — 0.4%

[...] if item has $0 price and SO line is submitted to production. COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save process. DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - If set, then launch new shared margin screen. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. [...]

Campaign List Adjutant 2.0 — 0.4%

General Information Function: Provide a list of campaigns for the CID. Campaign List Function Screen It will list the Campaign Name , Description , Owner , Add Date , [...]

General Info About Rule Maintenance — 0.4%

[...] icons on the RIGHT-HAND side of the screen , below the line, to make changes on this screen. To copy a single rule to another CID, select the CID in the Copy To drop-down menu located at [...]

Quick Punch — 0.3%

General Information Quick Punch is an Adjutant 20/20 right click function accessible from any task block, task grid, time sheet, or anywhere task right-click functions exist for a task record. Function [...]

GL Groups — 0.3%

[...] Information Default Menu Location : Maintain >> General Ledger >> GL Groups Screen Name : TRANCAT Function: GL Groups are used to drive revenue and costs to sub-accounts in the general ledger. Working hand in hand with Transaction Categories , the GL Group will mask over a particular part of the account number to offer more options in driving revenue and costs to the GL. GL Groups may be applied to: Sales Order Types, Warehouses, Departments, Account Managers, Salespeople, Resources, and Solution Codes. See the Journal Entry Architecture - Invoicing page for more [...]

Work Order Updater — 0.3%

[...] serial numbers added. You may enter the serial numbers inside the grid in the Serial column. Click Copy to Add Serial to copy [...]

Print 1099s — 0.3%

[...] Default Menu Location : Transaction >> Accounts Payable >> Print 1099s Screen Name : PRINTAP1099 Function: Recalculates prior & current year 1099 amounts according to Accounts Payable data and prints 1099 data onto approved IRS 1099 forms. General Procedures First, use the Close/Recalc tab to select the desired reporting year, and use the Recalc Amounts button to rebuild the final 1099 amounts. The Recalc Amounts button rebuilds the 1099 totals for the selected reporting year based on AP Check transactions. Then, use the Print tab filters and settings to [...]

Cut Charge / Freight Charge Setup — 0.3%

[...] Information Default Menu Location Maintain >> Order Entry >> Cut/Freight Charge Setup Cut Charge Setup Function The Cut Charge Setup screen allows user to implement and control the automatically calculated cutting charges for material sales that fall below a specific length requirement. The setup screen allows length controls to be established by one of four different criteria called Process Filters. The pricing and format of the cut charges can also be customized. Once the charges are set up and tied to an item code, the calculations are handled automatically on both [...]

PO Receipt Line Importer — 0.3%

General Information Screen Name: This is a function on the POREC screen. Function: [...]

PO Receipt — 0.3%

[...] Information Default Menu Location Transaction >> Purchase Order >> PO Receipt Screen Name POREC Function The PO Receipt Screen is used to receive the items listed on open purchase orders. This screen is also frequently accessed from the Purchase Orders screen by clicking the PO Rec button. PO Receipt Screen How To Receive Enter the purchase order number in the PO Number field. Enter a Packing List number in the PL # field. Enter the quantities received for each line item and any required serial/lot numbers. For lines that require several serial/lot numbers, [...]

Bill of Material (BOM) Import — 0.3%

[...] Transaction >> Importers/Exporters >> Item Control >> Bill of Material (BOM) Import Screen Name BOMIMPORT Function This screen imports assembly items into the Item Master Bill of Material attribute. The BOM Import will add records if they do not exist, but can also be used to update/replace existing records. The update function [...]

Update AR Balances — 0.3%

[...] Menu Location: Transaction >> Accounts Receivable >> Update AR Balances Screen Name: UPDATEARBAL Function: This function [...]