Search Engine

Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.

Drop Folders for Document Vault — 4.1%

[...] need full access to these folders). Text3 = Description of the record. Text4 = Email Tag Logic1 = No Sub Folder. Check this box for the Voucher folder. List of Codes Code Description Prefix APMAST AP Invoice Vendno + - + Invoice Number + - ASSET Asset Custno + - + TagID + - BILLMAST AR Invoice Invoice Number + - BOL Bill of Lading BOL # + - BOM Bill of Material BPONO Bid Purchase Order Bid PO Number + - COIL Coil Coil Lot + - CONTRACT Contract ENT Organization Custno + - ETEMP Email Template EXPRPT Expense Report GLBATCHH Journal Batch Batch Number [...]

Sales Order Import — 2.3%

[...] Sales Order Header or Details template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Resource Scorecard — 2.1%

[...] wcost Gross Profit Total by resid1: gp Load at Given Percentage: lc_load Average Cost Unit: No Load: iif(totalact 0,totalcost/totalact,0) Load at Given Percentage: iif(totalact 0,totalcost/totalact*ln_burden,0) Average Rev Unit: No Load: iif(totalact 0,totalinv/totalact,0) Load at Given Percentage: iif(totalact 0,totalinv/totalact,0) P/L Per Unit: No Load: iif(totalact 0,(totalinv-totalcost)/totalact,0) Load at Given Percentage: iif(totalact 0,(totalinv-(totalcost*ln_burden))/totalact,0) [...]

AR Invoice Import — 2.1%

[...] AR Invoice Header or Details template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Purchase Order Import — 1.8%

[...] Purchase Order Header or Details template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Vendor Import — 1.8%

[...] Generates a blank Vendor Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Notes Import — 1.6%

[...] notes import template file (in XLS format) Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

CID Setup Options — 1.6%

[...] are deleted from the task. ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). ALTPRINTBOX - Toggle between Getprinter and Printer Prompt type report form calls when enabled. ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSADDCOIL - If set, then coil will be adjusted into the system to meet AMS demand. AMSADDSEIP - Automatically creates an Interplant Shipping Event during [...]

Opportunity Importer — 1.4%

[...] General Information Default Menu Location Transaction >> Importers/ Exporters >> Other >> Project Opportunity Import Screen Name IMPORTPROJOPP Opportunity Import Screen Fields/ Filters [...]

Opportunities Screen in Adjutant 2.0 — 1.4%

General Information The Opportunity Screen is used to keep track of possible contracts with (potential) customers or clients. Opportunities Screen Info Tab Company: Potential client or customer to have contract with (the company should have already been inputted in the organization function) Opportunity Name: Name of the opportunity which will create manually Account Manager: Salesperson: Value: Value of the potential client or contract Budget: What they have budgeted for this contract/project [...]

AP Invoice Import — 1.1%

[...] Invoice Header or Distributions template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Sales Order Types (Overflow) — 0.9%

[...] in ADJ2 to default that SO forms for the associated sales order type. Rule Setup – Number Fields No Number Fields In Use Rule Setup – Logic Fields Zero Prices (Log 1): Checking this box will force all items to be added to the sales order with a price of zero. This feature is useful for customer service or goodwill type orders where the order is always zero dollars. WIP Building (Log 2): Works with time and material based production processes, specifically the HOLDWIPFULL setup option. Check this box for the sales order type that should hold WIP details until [...]

Configurable Item (SOC) Import — 0.9%

[...] not both. MinLen - Enter the minimum length, if needed, for the length question. Enter 0 if there is no minimum length. MaxLen - Enter the maximum length, if needed, for the length question. Enter 0 if there is no maximum length. Inc - Enter the length increment value (in decimal form) to control the valid length entries. For example, to limit length entries by the 16th of an inch, enter 0.0625. AItem - Additional item number that can be used for contract or special pricing options Unit - UNit of measure associated with the Additional [...]

Configurable Item (SOC) Export — 0.9%

System Generated Double Entry — 0.9%

[...] Processing wiki page 1) For each Input, Cost is removed from Item Control Account based on OHF, if no acct on OHF record, whse acct is used. Cost is added to IC Clearing Acct based on OHF, if no acct on OHF record, whse acct is used. 2) For Each Output, New Cost is added to Item Control Account based on OHF, if no [...]

Sales Tax Jurisdiction Cross Reference — 0.9%

[...] are passed back from the Tax API service. Adjutant receives the juridiction ID, usually a number with no description, and uses address information to display the description in the software reporting. Rule Setup – Text Fields State Code: This is the two character standard state code (ie. TX for Texas). City Name: The name of the tax rate to be used in reporting. JuriCode: The numeric code used by the Tax API company. Type: This defines the type of tax to reference. There are only a few options: ST (State), CO (County), CI (City), LO (Local), SPD [...]

Import AP Checks — 0.9%

[...] Check Header or Distributions template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Connection Import/Match (Water District Match Import) — 0.9%

[...] Generates a blank Connection Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Item Master Import — 0.9%

[...] a blank Item Master import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Project Review Report SO Types — 0.7%

[...] (populates the ESTWT expression). SO Type List: Enter the SO Type letter codes separated by a comma and no extra spaces. Rule Setup – Number Fields No Number Fields [...]

Lead Importer — 0.7%

[...] Generates a blank Lead Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

No Matrching Records Message (County Maintenance) — 0.7%

Why do I sometimes get a "No Matching Records" message when I enter a county [...]

Approval Setup — 0.7%

[...] the approval. Min Val : Enter a minimum value to trigger the approval. Leave this field as 0.00 if no maximum is needed. Max Val : Enter a maximum value to trigger the approval. Leave this field as 0.00 if no maximum is needed. Enter as many 9s as the field will accept [...]

AP ACH Data — 0.7%

[...] Account. This rule also holds the base ACH file name and the default email address that is used if no AP Contact email address is associated with the Remit To record on the check. Rule Setup – Text Fields GL Account: Enter the GL account number that matches the Cash/Checking Gl account that has been set up to create EFT payments in ACH format. File Name: Enter the base file name that will be used when creating the ACH file. A batch/sequence number will be appended to the end of this base file name to create a unique file each time. Format: Enter the [...]

Shipping Setup Options — 0.7%

[...] saved. BOLLOCKPHASE - If set, the Phase field on the BOL becomes locked to just phases of linked tasks (no free text). BOLSTKFROMSO - Loads stock line items from SO into BOL detail. Functionality is same as BOLFROMSO, but only loads stock items. BOLTPONLY - Bill To address is only changed when "Third Party" Freight Terms are used. Without this option, "COLLECT", and "COD" are also included. BOLWARNIFCLOSED - Add warning if Master SO is closed when BOL is created. CALCSHIPSHIP - Allows the user to enter freight and packing charges during the Sales Order shipping process. [...]

Common Errors — 0.7%

[...] only one, it will most likely be an environmental issue with programs running on the workstations, no temp directory existing on workstation or temp directory is marked as system file. Does it happen in all companies? If yes, then it could be a program or an environmental issue. If no, then most likely it will be a data or index issue. Continue to eliminate potential causes based on pattern found. The following are some examples. It happens on all workstations when printing any report. Are they all using a single network printer or [...]

Barcode Scanner - Prompt 79 - Load Shipping Event — 0.7%

[...] Loaded: 14 Scan C/B/L/P: 15 Next Item: 15 Carton Destroyed: 26 Bad Scan: 35 Cannot pack in self: 35 No such carton: 35 Invalid Shipping Event: 35 Top Level Carton / rescan: 35 Carton Packed: 44 Carton already packed: 44 Scan Ship Event: 46 Carton not in SE: 47 Not in SE: 47 Line Item not in SE: 47 No [...]

Customer Import — 0.7%

[...] Generates a blank Customer Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be [...]

Item Master- Attributes — 0.7%

[...] Update BCost on Receipt: Select this attribute if you want the base cost of the item to remain fixed, no matter what price the item is received at. Freight Type Item: Select this attribute if you want the item to be flagged as a freight item on any sales order or invoice. LOCKSOCPRICE (Lock Config Price): This attribute locks in the configuration price for the item and does not allow any edits to the configurable pricing. Modify, Base: Select this attribute if the item is a base for modifications, must be a stock item. This attribute is required to modify the item [...]

Adjutant End of Year Guide — 0.7%

[...] least once a year. Performing a full inventory count at end of year is popular because it offers the opportunity to start the new year with a clean inventory. However, the timing of a full inventory cycle count is up to the individual customer’s operational realities. Performing a full inventory cycle count at the end of the year, after all current year business is complete – but before the new year begins – offers the following advantages: Final inventory adjustment can be posted in the correct year Inventory reports for the new year start with accurate values Reduces [...]

Desktop Adjutant

Navigation¶

Filter by Category