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.
[...] Project Control screen. General Description
The Project Summary provides an active project summary or an active work order summary report. Report Filters
Project#: The project number is automatically passed when the screen runs from the Project Screen or enter or select project number Project Name: The project name is automatically passed when the screen runs from the Project Screen or enter or select SrvOrd Primarily blank Start Date: Start date [...]
From Wikipedia, the free encyclopedia A chart of accounts ( COA ) is a created list of the accounts used by a business entity to define each class of items for which money or the equivalent is spent or received. It is used to organize the finances of the entity and to segregate expenditures, revenue, assets and liabilities in order to give interested parties a better understanding of the financial health of the entity. The list can be numerical, alphabetic, [...]
[...] Screen Setup Options . Setup Options and Definitions
Numbers
45BOMCHK - Require users to enter 1 or 3 when asked to continue to use raw material that is not on a BOM. If setup option 45BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 45CALCCOMP - If set, system will compare qty to assemble vs qty open, and close line if >=. 46BOMCHK - Require users to enter 1(y) or 2(n) when asked to continue to use raw material that is not on a BOM. If setup option [...]
[...] calendar year The Cycle Count screen can be used with wireless scanners to complete a paperless count, or it can be used to generate count sheets for a manual count. Pending counts can be completed in batches or all at the same time. Once counts have been entered, either by entry on the ‘Pending Counts’ tab, or by entry via wireless scanners, the counts must be finalized, or committed. Once the counts are committed from the ‘Completed Counts’ tab, an accounting batch is created for any [...]
[...] several batch journal entries. One of the options is the batch for Invoicing (Sales Order shipment or Time Entry billing). Many things affect which GL accounts will be debited or credited when creating an invoice. There are typically 5 accounts affected during invoicing: 1. Accounts Receivable - AR is debited in the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the [...]
General Information
Default Menu Location : Maintain >> Accounts Payable >> Cash/Checking Accounts Screen Name: APCHKACCT Function: Add/Maintain checking accounts for the Accounts Receivable and Accounts Payable modules. System Check Accounts Check Numbers
Checking Accounts are defined once in the Checking Accounts screen. Other information entered on [...]
[...] should only be performed with the help of a support consultant. There is a high potential for data loss or data damage if the import is not performed correctly.
Details on the setup and field by field definitions for the Project Checklist rule can be found in the Project Checklist Rule Wiki .
Project Checklist Layout Project Checklist The color coding, visual layout, collapse and expand functionality, and the reflexes around time entry totals are all controlled by a setup feature called node level in the Rule Maintenance setup. The hierarchy of node levels is [...]
[...] system, each accounting entry records related pairs of financial transactions for asset, liability, income, expense, or capital accounts. Recording of a debit amount to one account and an equal credit amount to another account results in total debits being equal to total credits for all accounts in the general ledger. If the accounting entries are recorded without error, the aggregate balance of all accounts having positive balances will be equal to the [...]
[...] 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 controls which accounts [...]
[...] machine.
Register the missing DLL using the Register OCX/DLL option on the Transaction >> System Menu or run setup.exe in the workstation install folder.
Class Definition AOSMTP.MAIL is not found. dbxsmtp.dll is not registered on the local machine.
Register the missing DLL using the Register OCX/DLL option on the System/Maintain Menu.
Another option is to enable the NEWEMAILOCX option, and verify the EmailActiveX.msi has been installed on all workstations. xFrx -3 Error when Creating PDFs from Message Control Pathing issue. Make sure path to MessageQueue is correct [...]
[...] allows you to add/edit/delete Commission Plans. A Commission Plan can be tied to an Account Manager or Salesperson through the Commission Structure screen. Commission Plan - Click for full size
Fields
Main Commission Fields
Plan Name: The name of the plan. It can be up to 50 characters in length and can be changed at any time. Earned On: The source of the base commission amount (Order, Invoice, or Payment). Determines when the commission is actually calculated/earned. A commission can be earned at one point and due to be paid [...]
[...] denotes how much volume a case of any given item will take up in your warehouse, can be in cubic feet or cubic meters. Sq. Ft: The square footage of the item Qty Dec: The quantity of decimal places allowed when entering a quantity of the item Allocate at Order: Check this box if the item is lot controlled and you want to be able to allocate specific lots when entering a Sales Order. Master-Track: This assigns a different PackID to items receipted under the same lot number. For example, if you receipt 1000 feet of coil under lot# 1234, then perform a separate receipt [...]
[...] 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 sent to the nightly historical [...]
[...] that are used in the Commission Tracking module. A Commission Plan can be tied to an Account Manager or Salesperson through the Commission Structure screen. Commission Plan - Click for full size
Fields
Main Commission Fields
Plan Name: The name of the plan. It can be up to 50 characters in length and can be changed at any time. Earned On: The source of the base commission amount (Order, Invoice, or Payment). Determines when the commission is actually calculated/earned. A commission can be earned at one point and due to be [...]
[...] menu at the bottom of the window. Fields/Filters
Pick List#: Picklist is a list which the parts or cartons belong Order#: Order number to which the part or carton belongs (If the order is a Sales Order, the order number begins with "SO-") Part#: Part number of the parts or cartons Qty to Pick: Quantity of parts or cartons to pick from the warehouse Transfer To: To transfer parts or cartons to another RF terminal or [...]
[...] which applies the new billing rate to that day every time it occurs during the length of the contract, or you may select a particular day in the calendar. You must double-click the day in order to select it. The default day or specific date will appear in the field directly beneath the Defaults list. 3) Change the billing rates for the times of the day by clicking on the boxes at the bottom of the screen. Each click will display a new billing rate (i.e. Regular, Overtime, Double, Triple). In the example below, on all Fridays, 8:00AM--5:00PM [...]
[...] hand-held scanner, first either check the Process box next to the appropriate zones of the warehouse or click the All/None button. Send to Terminal: Choose the RF terminal or queue in the warehouse to download the picklist from the drop-down menu. Generate: To generate a picklist and send it to an RF terminal, first make sure the appropriate Warehouse, Zone(s) and RF terminal are selected, then click the Generate button. Ignored Picks Tab
Picking- Ignored Screen The Ignored Picks window shows all the packages or [...]
Default Menu Location
Reports >> Project >> Accrued Revenue by Project Click here for a screenshot. General Description
The Accrued Revenue by Project report is a custom report written for a customer in the Metal Building Industry. The special/custom requirements are listed below: The Project must be incomplete or completed within the last 90 days. The Sales Total (sototal) field on the report is limited to Sales Order line items with an item code of BUILDING, CHANGEORDER, CL, or [...]
[...] historical inventory values, inventory usage, and GL Balances on a given day in history. This allows users or consultants to generate a snapshot of the data as it was that night. This archived historical data can be useful in case of audits or researching reconciliation for inventory accounts. The Nite Inventory process is a system service that must be set up by ABIS personnel in order to start tracking nightly inventory and GL reconciliation data. Contact your ABIS consultant if you want the Nite Inventory process [...]
[...] per cut for each item. The total calculated cutting charges are automatically loaded to the order (or quote) with the item code specified on a system generated line number with a sell quantity of 1 (based on the Charge Qty setting) and a calculated subtotal of $10 (calculated for the two line items at $5 each). The cutting charges will automatically recalculate as items are added, or if item quantities or length configurations change on any existing items that match the cut charge setup. Because the cutting [...]
[...] Editing a Wiki Page in the Adjutant Wiki is really simple. You can insert WikiMarkup , standard XHTML or use the integrated Format Helper Toolbar . In all the cases, you can format the text and insert links, images and many other items in a simple and quick fashion. 1 - WikiMarkup The WikiMarkup is a particular set of prefixes and suffixes that allow to format the text and insert items, such as links and images. In this section you'll learn how to use the WikiMarkup . 1.01 Basic Text Formatting Writing '''bold''' produces bold Writing ''italic'' produces italic [...]
[...] File Definitions
Required fields are indicated with an * *f1 - Task - Standard task code, number, or name (max 50 characters). This is the first line of the Standard Task field in the Standard Task screen. *f2 - Descrip - Standard task description (max 50 characters). This is the second line of the Standard Task field in the Standard Task screen. *f3 - DCode - Task Department Code from the Departments (DEPT) rule. Must be a valid department code. *f4 - CCode - Task Priority Code from the Task Priority Codes (TASKCLASS) rule. Must be a valid class/priority code. [...]
Setup Options & Definitions
ADJAR - Adjutant Accounts Receivable module is installed. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSBUNDLESET2 - Option to change layout of AMSBUNDLE user fields. Change layout of user fields to match new format (Pass Customer PO# to Eclipse in the User1 field, and pass the Job# to Eclipse). AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead of ams profile. AUTOQUICKCART [...]
[...] Entries Screen Name : GLENTRY Function: Setup recurring journal entries either as a standard entry or as a distribution from a single account. GL Recurring Entries Fields
Name - Your name for the recurring entry. Description - A description of the journal entry (what it does, why it's there, etc). Type - Standard or Distribution.
Standard entries are fixed dollar entries, just like a manual journal entry.
Distribution entries allow you allocate a balance from one account to several other accounts [...]
[...] here. Default Costing Method : The costing method that Adjutant will use to value your inventory. Accounts
The Accounts tab contains the system default GL accounts for many different transactions. It also allows you to setup the GL Mask and Number of Periods in a Fiscal Year.
The GL Mask determines the account structure (how many segments and how many digits within each segment).
You must set up the GL Mask before doing anything else in the General Ledger. You will not be able to change the mask or [...]
[...] Import Screen Name SOCIMPORT Function The Configurable Item (SOC) Import screen allows you to add or update SOC details. Use the Configurable Item (SOC) Export screen to generate the template file for this screen. The SOC Import will add records if they do not exist, but can also be used to update existing records. The SOC Import will also create the Configurable Item (SOC) attribute for the associated item, if it doesn't already exist.
Configurable Item (SOC) Import Screen Filters/Fields Item File Name/Browse: Use the Browse button to locate and select [...]
[...] Production Line Item 4. Assemble All Lines Assign Inventory to a Production Line Item
1.Scan a barcode or enter the PL number from the PWO.
2. Scan the barcode or enter the PackID of the item that is being used.
3. Once a successful scan of an item is completed, the terminal will display the quantity required of that item. Enter the quantity (always in Stock Unit) you are using and press Enter. The terminal will accept your entry and ask you to scan the next barcode.
Certify a Production Line Item
The Certify function [...]
General Description
Default Menu Locator Reports >> Accounts Receivable >> AR Recap
Screen Name ARRECAP AR Recap Screen Function AR Recap screen shows the balances of Major Accounts and Small Accounts; and it also displays over 90 days balances of the accounts. Report Filters
Major Account (Balance > $xxxx): Balances higher than the amount entered in the field will be displayed on the report. Major Over Days: A list of major accounts [...]
[...] Function The Cash Receipt Import screen will import and apply Cash Receipts towards open AR invoices or create deposit/open credit receipt records. Cash Receipts Import Screen
File Name/Browse: Use the Browse button to locate and select the completed Cash Receipts import template file (in XLS format). Export Template: Generates a blank Cash Receipt 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 [...]
[...] exported SOC Question. This column should be cleared of all data prior to import, but the column position or header should not be changed. Item - Item number in Adjutant QuestNo - SOC question number Question - SOC question text (maximum 50 characters) QType - SOC question type code. Valid entries are LIST, TEXT, NUM, and CAL. RCode - Report code for the associated question. Question 1 should always be report code A. The Length question is always report code B and generally the second question. Some other standard report codes are S=Roof Slope, Q=Square Feet, and W=Weight. [...]
