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[...] maintained at the Warehouse/Owner/HeldFor level. Average Cost Examples
Example #1: As of Jan 1st, ABC Supply has 0 widgets on hand in its Houston warehouse and 0 widgets on hand in its Austin warehouse. On Jan 2nd, ABC Supply receives 10 widgets into its Houston warehouse at a cost of $10/ea. On Jan 3rd, ABC Supply receives 50 widgets into the Austin warehouse at a cost of $9/ea. On Jan 15th, ABC Supply receives 10 more widgets into the Houston warehouse at a cost of $9/ea. On [...]
General Information
Default Menu Location : Transaction >> Item Control >> Item ABC Update Screen Name : ABCITEM Function : Updates items' ABC code based on user-selected criteria such as usage value, on hand value, or usage qty. What are ABC Item Codes?
ABC analysis is a business term used to define a technique used to categorize inventory based on a specified criteria. ABC analysis provides a mechanism for identifying [...]
General Information
Default Menu Location : Transaction >> Address Book >> Customer ABC Update Screen Name : ABCCUST Function: Update the Customer ABC codes based on percentages of sales, profit, and average days to pay. Customer ABC Code What are ABC Customer Codes? ABC analysis is a business term used to define a technique used to categorize customers based on a specified criteria. [...]
[...] Calculator Price Groups are maintained in the Rule Maintenance Screen by selecting Item Pricing Codes from the drop-down menu Comm Code: The item's Commodity Code Commodity Codes are used in the procurement system to Generate Vendor Inquiries Commodity Codes are maintained in the Rule Maintenance Screen by selecting Item Commodity Codes from the drop-down menu Prod Grp: The item's Product Group Product Groups are used to determine pricing inthe Contract Master [...]
[...] in length. ItemCat - Selecting ItemCat will load the grid below with the list of Item Transaction Codes established in your system. Item Transaction Codes are established in the ITEMCAT rule and tied to items in Item Master. Select the desired item transaction category codes with the Selected checkbox and establish the Min Length below which cutting charges should be calculated. ItemClass - Selecting ItemClass will load the grid below with the list of Item Class Codes established [...]
[...] Organization Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu Price Code: Price code for billing The price code will be used to determine pricing if no contract applies to customer Price Codes are maintained in the Rule Maintenance screen by selecting Organization Pricing Codes from the drop-down menu. Account Manager: Account manager for this customer Only people with the ACCTMGR attribute will be available for selection Default [...]
[...] Department from the drop-down menu. Remarks: User-definable. Ship Via: The method of shipping.
Ship Via Codes may be added/edited/deleted in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: The method of freight payment.
Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. Order #: User-definable. Confirm To: User-definable Terms: Terms of Payment.
Terms codes [...]
[...] Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). Standard Task Window When First Opened Standard Task Maintenance Screen with Task Displayed
Main Fields
Standard Task Main Fields Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. Task Priorities are maintained in Rule Maintenance of Adjutant by selecting Task Priority Codes [...]
[...] Department from the drop-down menu. Remarks: User-definable. Ship Via: The method of shipping. Ship Via Codes may be added/edited/deleted in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. Order #: User-definable. Confirm To: User-definable. Terms: Terms of Payment. Terms codes [...]
[...] The Sales Manager in charge of this Sales Order.
Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu.
FOB: Free on Board terms. Click here for a definition. FOB terms may be added/edited/deleted in the Rule Maintenance screen by selecting FOB Codes from the drop-down menu.
Ship Via: The method of shipping. Ship Via Codes may be added/edited/deleted in the Rule [...]
[...] the HELDFOR column on the import file is left blank. This list is populated from the Item Held For Codes (HOLDER) Rule Maintenance record. If a catch-all code such as 'DEF' is used, make sure the HOLDER rule is set up properly.
These fields can be specified in the file as well. If they are specified in the file, then these fields will be ignored.
Create All Combinations: Selecting this box will create separate OHF (ITEMDET) records for each OHF combination based on the owners and held for records that have been set up. Unit Group: Sets the unit group for any imported [...]
[...] APKEEPDISTNOTE - Will copy down line notes for distributions on an AP Invoice. APMULTI1099 - Allows the user to manage multiple 1099 types per single vendor. APOVERAPR - Allows the AP Approved to Pay amount to be set higher than the AP Invoice balance. APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPRAPREMITTO - Generates separate approvals for both the Sold From and Remit To organization on AP invoices - provided the organizations have separate approvals set up. APPREMAILDEL - Controls sending of emails through the approval [...]
[...] Tab. *f6 - RName - Resource full name f7 - DefSkill - Default Skill Code from the Resource Skill Codes (SKILL) rule f8 - ShowSch - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked. f9 - IsSuper - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked. f10 - WOForm - Enter the complete form name and .FRX extension to default a specific work order form for the resource. f11 - EquipID [...]
General Description
Default Menu Location: Maintain ==> Time and Materials ==> Solutions Codes Screen Name: SOLCODE Function: This screen is used to add/edit/delete solution codes. Solution Codes are used to standardize [...]
[...] Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> Customer Transaction Codes Screen Name : RULEM Function: Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger. Customer Transaction Codes
Customer Transaction [...]
[...] available to assign to the task. Only Resources with the selected Skill Set will be available. Skill Codes are maintained in Rule Maintenance by selecting Skill Codes from the drop-down menu. For more information, please visit Skill Codes Page Bill Code: The billing code to be [...]
[...] Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). Main Fields
Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. Task Priorities are maintained in Rule Maintenance of Adjutant by selecting Task Priority Codes from the drop-down menu. SvrOrd Form: If there is a default service order form for the task, enter it here. [...]
[...] General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> Item Transaction Codes Screen Name : RULEM Function: Item Transaction Codes are used to drive revenue to specific accounts in the general ledger. Item Transaction Codes
Item Transaction [...]
[...] are used in the procurement system to Generate Vendor Inquiries . Vendors may be assigned commodity codes in the Commodity Groups Attribute screen . Items may be assigned commodity codes [...]
General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> FOB Codes Screen Name : RULEM Function: Maintain FOB Codes for use in Purchase Orders, Quotes, and Sales Orders. [...]
[...] organization. Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu. Ship Via: Select the default shipping method for this vendor. Shipping methods are maintained in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: Select the default freight payment type for this vendor Freight methods are maintained in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. FOB: ' [...]
[...] for the task. This field is left blank if there is no Solution Code for the service order. Solution Codes may be added/edited/deleted in the Solution Codes screen . If Solution code is used on Time Entry screen, then populate hours from EQ hours on Solution Code (solcode.eqhours). Bill Code: The Labor Bill Code for the task. Bill Codes [...]
[...] SETUP:
Rule Setup – Text Fields
Code: The only valid entries are BOM TYPE and BU DEPT. These codes work with the corresponding value in the 'Value' field to specify the Sales Order type or Production Department that should update the weight totals in the grid.
Value: Enter the Sales Order type (or types separated by a comma) that should feed the BOM Weight column. Enter the Department code that should feed the BU DEPT Weight in the grid.
Standard Task: Enter up to five Standard Task codes that should display a status of Active, [...]
[...] the spreadsheet. If the coil is new (not in Adjutant already), you must also have linear feet.
Item codes that are not matched to an existing Adjutant item code will be added to the Item Master as a placeholder item. Item codes/coil#s that match an existing item/lot# will be updated with the new data from the import.
Coil Import Screen
Item File Name/Browse: Use the Browse button to locate and select the completed Coil import template file (in XLS format). Export Template: Generates a blank Coil import template file Map Fields: [...]
[...] and "blue" anywhere in the itemcode) Commodity Code - This field is a range of different commodity codes for items to pull SOC questions from HeldFor - This will pull SOC questions for any items with that specific HeldFor Owner - This will pull SOC questions for any items with that specific Owner Export Format 1 - This will export the data in the format needed for the SOCIMPORT screen. Export Format 2 - This will export the data in the format needed for the SOCIMPORT2 screen.
Export/Import Template Fields
Note: The column layout is slightly different between [...]
Customer Service Inspection Completion Code (CSICOMP) Sewer Inspection Completion Codes (SWRCOMP) In order for a Connection to be marked as UB Complete, a CSI and Sewer task must be completed and marked as passed inspection. Tap Completion Codes [...]
General Information
Sales Order Configurator (SOC) report codes can be entirely custom, but there are some report codes that have been established as standards for use with various Adjutant features or Adjutant integrations. Below are the established report codes [...]
[...] Maintain >> System >> Rule Maintenance
Function The Project Budget Map rule controls the Item Commodity Codes and user-defined project budget codes linked to Project Types to define budgets on the Project Budgeting tab.
Rule Setup – Text Fields
Project Type: This field references the two character Project Type code from the Project Types rule. This is used to set up budgets for each specific Project Type.
Item CommCode: This field references the Item Commodity Code to use when grouping transactions into budget categories. A commodity [...]
[...] passed and completed in the system.
The system uses a rule to link and mark specific problem codes as a specific inspection type.
Tap Installation
The Install is linked by a rule named Tap Complete Codes (TAPCOMP). In the example below, problem code (standard task) that is linked is problem code 1.10. Click to open full image
Click to open full image Sewer Inspection
The Sewer Inspection is linked by a rule named Sewer Complete Codes (SEWERCOMP).In the example below, problem code (standard [...]
[...] item transaction categories. Click here for transaction categories screen.
Customer Transaction Codes are maintained in the Rule Maintenance screen by selecting Customer Transaction Codes from the drop-down menu. Item Transaction Codes [...]
