General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define different machines used in the production of materials. Rule Setup – Text Fields Machine: Enter the name of machine. Description: Enter the a description for the machine. Units Per Hour: Enter how you want to calculate usage for the machine. Currently, the only supported unit is 'FT'. This field is used along with the Qty Per Hour field to calculate the Run Time column [...]

Profile Rule — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define production profile names used in production scheduling and reporting. Rule Setup – Text Fields Profile Name: Enter the name of production profile Rule Setup – Number Fields Profile ID: Assign a numerical ID for the profile value LBS Per Bundle: If you're using Connex integration, this will automatically split bundles based on the weight [...]

Profile Width One — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width One Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be [...]

Project Checklist — 1.4%

[...] screen. The Project Checklist will only display if a checklist has been set up in the Project Checklist rule that matches the project type of the selected project record. Some of the built-in features include: Flexible setup for multiple project types Flexible navigation with collapse/expand controls, page jumps, and footer filters Project Phase date integration with start and end dates End Date color-coded warnings Quick Task feature with time tracking Ability to link to web-based resources from each line Ability to add custom lines ‘on the fly’ Ability to create custom [...]

Profile Import — 1.4%

[...] Gauge - Gauge value (ALL CAPS) for the item profile. The value must exist in the PGAUGEONE or PGAUGETWO rule. *f3 - Profile - Profile name (ALL CAPS) for the item profile. The value must exist in the PROFILE rule. f4 - Color - Color value (ALL CAPS) for the item profile. The value must exist in the PCOLORONE or PCOLORTWO rule. f5 - Girth - Numerical girth (up to 4 decimals) for the item profile f6 - Material - Material value (ALL CAPS) for the item profile. The value must exist in the PMATONE or PMATTWO rule. [...]

Implementing the 1099-NEC Form for 2020 — 1.4%

[...] this guide are intended for a Systems Administrator level user or a user that has experience updating Rule Maintenance records. The Rule Maintenance screen is a powerful, system-level control screen with the potential to cause major issues if changes are not handled properly. If you have any concerns about following the steps in this guide, or have any questions along the way, contact your Strategist (aka Consultant) for assistance. Step 1 - January 2021 Desktop Release The January 2021 Desktop Software Release, available on Monday, January [...]

Profile Width Two — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Two Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be [...]

Profile Width Three — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Three Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be [...]

Profile Gauge One — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge One Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name (use ALL CAPS) Description: Enter an alternate description [...]

Profile Gauge Two — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge Two Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name (use ALL CAPS) Description: Enter an alternate description [...]

Profile Color Two — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color Two Rule Rule Setup – Text Fields Color: Enter the profile color name (use ALL CAPS) Description: Enter an alternate description [...]

Profile Material Two — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile materials used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Materials Two Rule Rule Setup – Text Fields Material: Enter the profile material name (use ALL CAPS) Description: Enter an alternate [...]

Profile Color One — 1.4%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color One Rule Rule Setup – Text Fields Color: Enter the profile color name (use ALL CAPS) Description: Enter an alternate description [...]

Project Checklist Rule — 1.2%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule controls the Project Checklist types, steps, tasks, links, and level sorting options that define the way different checklists work. The Project Checklist feature is an ADJ2020 exclusive feature. Project Checklist Rule The image below is the Project Checklist that is created from the rule settings in the image above. This is just provided as an example of how the rule [...]

GL Accounts for Inventory — 1.0%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The GL Accounts for Inventory rule controls is a companion rule with the Inventory vs. GL Dump Accounts (INVDUMP) rule. Both rules together control which general ledger accounts are included in the overnight inventory reporting and reconciliation features, commonly referred to as the Nite Inventory process. This rule controls which GL accounts have their data [...]

Inventory vs. GL Dump Accounts — 1.0%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The Inventory vs. GL Dump Accounts rule controls which general ledger accounts are included in the overnight inventory reporting and reconciliation features, commonly referred to as the Nite Inventory process. Each GL account set up in this rule will be processed nightly, and will have account balances and transaction details stored in the data tables used for the Nite Inventory and Nite Usage reports. This rule [...]

Setting the AR GL account by sales order type — 1.0%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified [...]

Customer Import — 0.9%

[...] ALL customers in the import file. The list is limited to attributes in the Organization Attributes rule that have the Show in Import flag checked. Click here for an example . Customer Import File Definitions f1 - Company - Name of Company/Organization f2 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. f3 - Address1 - Physical Street Address f4 - City - Physical Address City Name f5 - State - Physical Address two-letter postal abbreviation [...]

CID Setup Options — 0.9%

[...] from Connex (Type = 2, Reason = D) and zero out the used coil. This should work with the AMSSCRAP2D Rule to apply the scrap amount to a correct GL Account. AMSMACHASUSER - When enabled, will display the machine as the user ID in the History tab of Item Master for jobs completed through AMS/Connex integration. AMSORDERSQL - Directs OrderIN, BundleI, and coilin into the correct SQL tables instead of files. Eclipse will have to updated to read from these SQL datatables instead of the .del files. AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSSCRAP [...]

Item Master Import — 0.9%

[...] 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 [...]

Project Review Report UDF Questions — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The Project Review Report UDF Questions rule controls which Project Attribute UDF details can show up on the Project Review Report. Up to 10 UDF Report Codes can be set up in the rule. The Order value is used to tie each code to the corresponding report expression number. Rule Setup – Text Fields UDF Rpt Code: Enter the report code value (from the 'UDFs/Forms/Decision Trees' [...]

RULE-POCLEAR — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Rule Name : POCLEAR Function: This rule defines the PO clearing accounts that should be ignored when displaying purchase variances on the Job Cost tab of Project Management. Anything linked to the PO clearing account on the AP invoice will realize cost when the linked sales order line is shipped. However, any purchase variances coded to an account other than the PO clearing account will display in the purchase variance section [...]

Point of Sale Cash Accounts — 0.8%

General Information Default Menu Location : Maintain >> System Manager >> Rule Maintenance >> POS Cash Accounts (POSACCT) Screen Name : RULEM Function: This rule will automatically change the 'Cash Acct' on the POS screen and the Apply Cash Receipts Screen to match the account tied to the selected payment method. How to link the POS Cash Accounts to Payment Methods 1. Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance) [...]

Credit Hold Process Points Rule — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to customize the process names to show in the Credit Hold Processing screen. This rule and the default set of descriptions is created automatically when opening the Credit Hold Processing screen. However, before the rule details will display the Rule Header must [...]

Heartland Block POS CC Launch — 0.8%

Default Menu Location: Maintain >> System >> Rule Maintenance Function: This rule is designed to give end users the option to toggle Heartland credit card integration on and off by warehouse location. Rule Setup – Text Fields Whse: Enter the name of the Warehouse to apply the rule for. The warehouse must exist in the system. Rule Setup – Number Fields Loctid: Enter the Loctid of the warehouse. This can be found in the Warehouses screen. [...]

Project Events Rule — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule sets tells the system to look for specified tasks a certain offset of days from a project start date. An event is created if the task has not been completed by that date. In the example below, the system will make a check for whether task ST-1 has been completed within 45 days of the Project contract date. If not, it makes an event that a user could be alerted off of. See the Event List Rule for event set [...]

Item Master — 0.7%

[...] Master - Basics Today's Prices is no longer used. The rules for pricing display is maintained in the Rule Maintenance screen by selecting Pricing for Basics from the drop-down menu. Fields/Filters Default Supplier: Default supplier/vendor for this item Supplier Part#: Default supplier's part number for this item Unit Group: Unit group for this item Stock Unit: Stocking unit for this item Price Group: Price group for this item Product Group: Product group for this item Item GL Code: Item Transaction Category for this item Base Cost: Base cost for this item [...]