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CID Setup Options — 2.4%

[...] operates. They are maintained in the Company ID (CID) Maintenance . They may also be changed through 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 [...]

Item Master — 1.5%

General Information Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, prices, transaction history, inventory locations, and much more. Complex pricing for purchasing and sales is easily maintained through separate item pricing and product groups. The Item Control module also allows you to maintain costs on several levels and automatically update costs based on multiple variables. It handles an unlimited number of warehouse [...]

Customer Import — 1.1%

[...] Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Customer Import Screen Name: IMPORTCUST Function: Import new customers and update existing customers. This tool can also be used to import Ship To records. Customer Import Screen File Name/Browse: Use the Browse button to locate and select the completed customer import template file (in XLS format) Export Template: Generates a blank Customer Import template file Map Fields: Fields must be mapped prior to importing. [...]

Order Entry Setup Options — 0.9%

[...] distance from the Sales Order warehouse to the Ship To address per driving directions from Yahoo. Enabling this option will slow down order entry for new Ship To locations. CCAPPROVE - Option to not block save of SO if using approvals. CHECKPACKQTY - Check entered qty vs system packqty. It Qty isnt a multiple, round to nearest multiple and notify user. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COILPROD - If set, coils must have color and gauge filled out in profile table. PWOs are grouped by GAUGE [...]

Standard Tasks — 0.9%

General Information Default Menu Location : Maintain >> Task 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: [...]

Task Entry Screen — 0.9%

The Task Entry Screen is used to add/edit/delete tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below. If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information [...]

User in Adjutant — 0.9%

General Information Default Menu Location The Users screen is a jump screen from the Contacts screen 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 [...]

MWF Integration — 0.8%

[...] folder on the ABIS FTP need to be copied to the Adjutant folder of the environment using the import. This step will need to be done by an ABIS Strategist. The screen takes three files - an Excel spreadsheet file with two tabs (format detailed below), along with two AMS generated files. The AMS OrderIn and PartIn files are generated outside of Adjutant and imported with this process. Once imported, Adjutant will store the AMS data for the order until it is ready to be sent to production (S2P), at which time it [...]

Item Master- Attributes — 0.8%

[...] Location Maintain >> Item Control >> Item Master Item Attributes are maintained in the Rule Maintenance screen under Item Attributes. Item Attribute screens Fields/Filters Asset: Select this attribute if you want an asset to be created in the Asset Information screen every time you receive the item. An item with this attribute must be a stock item and serialized. BOM ( Bill of Material ): Select this attribute if the item contains a bill of material. [...]

Vendor Import — 0.7%

[...] Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Vendor Import Screen Name: IMPORTVEND Function: Import new vendors and update existing vendors. Vendor Import Screen File Name/Browse: Use the Browse button to locate and select the completed vendor import template file (in XLS format) Export Template: 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 [...]

Sales Order - Header — 0.7%

General 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 [...]

Standard Task - Adjutant 2.0 — 0.7%

General Information Default Menu Location : Maintain >> Task 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 [...]

AR Invoice Import — 0.7%

[...] Information Default Menu Location : Transaction >> Importers/Exporters >> Accounting >> AR Invoice Import Screen Name : IMPORTINV Function: This screen imports a header and detail Excel file (XLS) into Adjutant to load the AR invoice tables. AR Invoice Import Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AR Invoice Header import template file (in XLS format). Note - both the Header and Details files are required and must be imported [...]

TRACKLENGTH — 0.7%

Item Master The 'Track Length' selection on the Item Master screen is a way of tracking different subsets of inventory under one item code. For example, you could have an item called FLATBAR12 for 1/2 inch thick flat bar and track all the different length and width combinations under that one item code. Any item with 'Track Length' selected should also be lot controlled. Settings Tab ID1: Enter a label here to define the primary way to track inventory for the selected item. 'Length' for example. ID2: Define a second measurement (if needed). For example, you can [...]

Tap Setup — 0.6%

General Description Default Menu Location: Transaction >> Tapping >> Tap Setup Screen Name: TAPENTRY Function: The Tap Setup Screen is used to create new tap and inspection service orders, enter builder payments, and maintain legal (S-B-L-T) locations of addresses. Physical/Legal/Tap The first tab on the Tap Entry screen will display all addresses (linked SHIPTO children) in the District you select at the top of the screen. You can edit existing addresses and add [...]

Adjutant End of Year Guide — 0.6%

OVERVIEW This guide contains the recommended procedures for preparing for and completing your end of year procedures in Adjutant. The guide assumes a calendar (January through December) year structure with December as the end of year month. For customers with a different fiscal calendar setup, simply adapt the procedures in this guide to your calendar. The guide is categorized by pre-end of year preparation steps and actual end of year closeout steps. Not all of the steps will apply to all customers. The steps presented are the best [...]

Contract Master — 0.6%

General Information Default Menu Location Maintain >> Contract Management >> Contract Master Screen Name CONT1 Contract Master Screen Function General tab is used to add/edit/delete all contracts with other customers. Creating New Contracts To create a new contract: 1. Type in the Organization associated with the contract into the upper left hand box: 2. Click the 'New' button on the right side of the screen: 3. Enter in the appropriate contract info, then click the save button: [...]

AP Invoice Import — 0.6%

[...] Information Default Menu Location Transaction >> Importers/Exporters >> Accounting >> AP Invoice Import Screen Name IMPORTAPINV Function The AP Invoice Import screen allows users to import external Account Payable invoices into Adjutant. AP Invoice Import Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AP Invoice Header import template file (in XLS format). Note - both the Header and Distributions files are required and must be imported at the same time. File Name(Dists)/Browse: [...]

Shipping Event Master — 0.6%

General Information Default Menu Location Maintain >> Shipping >> Shipping Event Master Screen Name SE2 Function A Shipping Event in Adjutant is defined as: One or more vehicles (truck, plane, rail car, etc) leaving a single warehouse at a specific date and time. A Shipping Event can travel to a single destination or multiple destinations (as designated by the Sales Orders linked to it) and can also travel to another warehouse. Once a Shipping Event is loaded, cartons will be packed and linked to the SE and one or more Bills of Lading are typically created with [...]

Connection Information — 0.6%

General Information Screen Name: CONNINFO Function: This screen displays all connection, payment, and inspection information for each address. The information is derived from the Tapping Setup screen and the information that is entered when the service orders are updated/completed.This is an attribute screen located in the Organization attributes. The attribute's code is CONNECTION. Master Tab Subdivision: The subdivision [...]

Purchase Order - Header — 0.5%

General 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 [...]

Purchasing Setup Options — 0.5%

[...] module is installed. CFSSHOWTOTAL - Option to show total band, default is off. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of the the OHF orderinc value. Only check if OrderInc is 0, and if the PO qty is in stk units. If not a multiple, reset to nearest multiple and alert user. CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 [...]

Production Scheduling — 0.5%

General Information Default Menu Location Transaction >> Production >> Production Scheduling Screen Name SCHEDMASG2 Function This screen shows all open items on PWOs for the specified date range and filters Filters & Functions PWO Due Date Range - Date range to pull items from Schedule Date Column - This is an editable column that will allow the user to update and change the Schedule date for the production work orders. Changing one line will change the date for the [...]

Item Master Import — 0.5%

[...] Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Item Master Import Screen Name ITEMIMPORT Function The Item Import screen allows you to import Item Master records into Adjutant. Item Import screen Filters/Fields Item File Name/Browse: Use the Browse button to locate and select the completed Item Master import template file (in XLS format). Export Template: Generates a blank Item Master import template file Map Fields: Fields must be mapped prior to importing. If no [...]

Connection Import/Match (Water District Match Import) — 0.5%

[...] Location : Transaction >> Importers/Exporters >> Tasks and Time Billing >> Connection Import/Match Screen Name : WATERMATCH2 Function : Imports or updates service address/connection information for addresses within a district based on an excel spreadsheet. The following Organization Attributes need to exist in the Organization Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with [...]

Time and Material Entry - Labor — 0.4%

[...] Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task. Associating Labor With a Service Order/Task An easy way [...]

Resource Screen — 0.4%

General Description Default Menu Location: Contact Screen >> Resource (attribute) Screen Name: RESOURCE Function: A resource is defined as a person, place, or thing that is used to conduct business and/or generate revenue. Resources may be assigned to tasks and post time to tasks.The Resource screen is used to set up and maintain a resource's characteristics. Schedule Tab : Determines which tab the resource falls under in the Schedule Screen. Schedule Tab Names are maintained [...]

Schedule Screen — 0.4%

General Information Default Menu Location Transaction >> Task Management >> Schedule Screen Name SCHEDULEN2 Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar . Schedule Master Screen Fields and Filters Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use. Schedule tab names [...]

Credit Card Processing — 0.4%

General Information This screen will display if the Credit Card option is selected in the POS screen if the POSLAUNCHCC setup option is enabled. This screen can also send integrated credit card transactions directly to Heartland**, our certified credit card processor. For more information about Heartland click here. Fields Credit Card Number: Enter the customer's credit card number here. If you are using a swipe device, make sure your cursor [...]

Lead Importer — 0.4%

[...] Description Default Menu Location Transaction >> Importers/Exporters >> Address Book >> Lead Importer Screen Name CONIMPORT2 General Notes Customer Numbers - If the leads should be imported with specific numbers, make sure the import file has the Custno column filled out. Customer numbers can be automatically be generated for leads during the import process if the Custno column is empty. If the customer wants to maintain some numbers, and allow Adjutant to generate the rest, confirm exactly which records should keep their numbers and which ones should have new numbers [...]

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