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.

Contacts — 6.0%

[...] General Information Default Menu Location Maintain >> Address Book >> Contact Screen Name CONTACT Contacts- Main Screen Function Contact screen is used to view, edit, and add new users/contacts. Click here to see Contact Icon Fields/Filters Full Name: Full name of the contact person Job Title: Contact’s official job title Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen) Address: Addresses for the selected contact person Clicking the Address button will label [...]

Project Control - Contacts — 4.0%

General Description Default Menu Location Maintain >> Project Control >> Projects >> Contacts Screen Name MSN-1 General Description This tab displays the contacts associated with the project. Contacts [...]

Credit Card Processing — 3.3%

[...] and use the POS screen to process the correct payment. Heartland Integration Disclaimer ** ABIS has created a third-party interface for the Heartland credit card processing communication protocols and hardware. ABIS is not affiliated with Heartland nor any of their software or hardware manufacturers or partners, except to the extent that we have worked with Heartland to develop the interfaces necessary to support the integration with Heartland systems. Customers who choose to sign up with Heartland are entering into an agreement [...]

Adjutant End User Update Tool — 3.3%

[...] so. The 'Process Local File (Skip FTP) option can be used if a server is unable to connect to the ABIS FTP server for any number of reasons, or if the customer server is too slow to process the FTP transfer without timing out. In order to use this option, the current version install package files must be manually transferred to the customer's server, and placed in the Adjutant folder. The current version install package files must be provided by ABIS personnel with access to the ABIS-only ADJftp\AdjCurrentVersionBeta [...]

Nite Inventory Reports — 2.7%

[...] 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 set up and running. Setup Required There are two rules that must be set up in order to generate the data used in the Nite Inventory process. Both rules should be set up with the same GL accounts in order for the Nite Inventory process to work as expected. The GL Accounts for Inventory [...]

Request License Update — 2.7%

[...] updates to license counts. Keep in mind that certain update requests may need additional review by ABIS personnel before they can be processed. Specific contractual agreements for licensing may require minimum license counts, license bundling, or other specific licensing criteria that this screen is not designed to accomodate. The Request License Update screen generates a request to an automated system for managing and updating license controls. This is a very powerful screen that can have a direct impact on billing agreements with ABIS [...]

ABIS Contacts — 2.7%

Contact List If you need to get a hold of us with any concerns about Adjutant, please free to call 713-680-2247. Below are the names of our consultants and analysts. Name Position Russell Schulte CEO Hunter Montgomery Director of Consulting Curtis Riddle Consultant Freddy Donovan Consultant [...]

Sales Tax Jurisdiction Cross Reference — 2.7%

[...] Fields No Number Fields In Use Rule Setup – Logic Fields No Logic Fields In Use Additional Details Abis has a starter file that has several cross references defined. It is done as a first step to using the Tax Lookup Service. This rule is not regularly maintained by Abis and Abis [...]

Contacts in Adjutant 2.0 — 2.0%

[...] Contact Screen Name CONTACT Function Contact screen is used to view, edit, and add new users/contacts. Fields/Filters Full Name: Full name [...]

Accounts Payable ACH Setup Process — 2.0%

[...] screens involved, and the required setup. Screens Involved - Rule Maintenance - Checking Accounts - Contacts - Generate AP EFT File Required Setup Rule Maintenance : First requirement is to setup the ACH Data Setup rule. GL Account - Here you will specify the checking account from which payments will be made. File Name - This is where you will specify the name of the file that is generated. Format - This is currently built to handle Amegy Bank's format. Contact your consultant to discuss what is needed to generate a format for your specific bank. Default Email [...]

Merge Duplicate Organizations — 2.0%

[...] CHANGE. All records linked to the Deleted organization are moved to the Main organization, including contacts. You should review the contact records after merging to verify that duplicate contacts weren't created. If they were, you [...]

Inventory vs. GL Dump Accounts — 2.0%

[...] processes to work properly. 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 set up and running. Rule Setup – Text Fields GL Account (text1): Enter the general ledger (GL) accounts that should be processed as part of the Nite Inventory reporting. For each GL account entered, the Warehouse (Whse) name and the Type must be specified. The Acct? (log1) checkbox [...]

API Keys — 2.0%

How To Set Up Email in Adjutant — 2.0%

[...] Information Default Menu Location The Email is on the Users screen, which is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function These fields must be filled out in order to send out emails and alerts from Adjutant Email Setup Screen Step-by- [...]

Hubspot API Integration — 2.0%

[...] Interface (API) validation key for custom interfaces. The API Key rule is set up and maintained by ABIS personnel when establishing a new API at a customer site. The API Key is typically set once during implementation and generally does not need to be changed. Refer to the API Keys Rule Maintenance Wiki for details on setting up this rule. Pending Organization Screen: The Pending API Organizations screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, [...]

FAQ — 2.0%

1. What is the Adjutant Wiki for? ABIS is providing this wiki so that customers and partners (and anyone else interested in Adjutant) can collaboratively create and share content that is helpful to the community at large--whether installation guides and tips, project documentation, technical notes, or anything else (appropriate) that captures your imagination. 2. What is the Adjutant Wiki not for? The Adjutant Wiki is not a platform for political views/opinions or shameless self-promotion (get a blog for that). It's not a bulletin board or Q&A forum. And it's not [...]

Shipping Event Contact — 1.7%

[...] selected on the Sales Order as the Shipping Contact. This is a special dropdown filtering the Shipping Contacts associated with the Ship To Organization. [...]

GL Accounts for Inventory — 1.3%

CID Setup Options — 1.3%

[...] ACCTMGRBYORG - When enabled display account manager from parent company only. Otherwise, display all contacts with account manager attributes. ACCTMGRREQONENT - AcctMgrReqOnEnt ADDDATETOPROJOPPNO - ADDDATETOPROJOPPNO ADDSUSPECT - If enabled, suspect screen is launched after save of new Org, adding suspect attribute to new Org. NOTE: Orgs created from other screens will not auto populate a suspect attribute. ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJ2.0 - ADJ2.0 ADJAP - Adjutant Accounts Payable module is installed. ADJAR [...]

MWF Integration — 1.3%

[...] and "M". Setup and Use All files from the ConvertXLSX folder within the Adjutant 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 [...]

Bank Rec Import Format — 1.3%

[...] codes used in the 'Bank Integration' tab. Each Bank Integration format must be custom developed by ABIS before it is available. Rule Setup – Text Fields Bank Format: Enter the bank format code supplied by your ABIS [...]

Task Entry Screen — 1.3%

[...] Click the hotlink to view the Contract Master for this contract. Contact: The contact for this task. Contacts listed for the selected organization and your organization are available in the drop-down menu. Left-click the Contact link to go to the People Screen and add a contact. Right-click the Contact link to refresh the list of contacts [...]

AP Invoice Master — 1.3%

[...] Currency - Currency of the invoice. If the currency is not US dollar, Euro, or Canadian Dollar; please let ABIS support know and ABIS [...]

'''Adjutant Wiki Main Page''' — 1.3%

[...] expressed by wiki authors or commentators are entirely their own and do not reflect the position of ABIS Consulting Group or Axsend. Any advice or recommendations discussed on this wiki (or sites it links to) are not validated by ABIS [...]

Adjutant End of Year Guide — 1.3%

[...] every customer. Some customer’s unique required end of year reporting procedures may not be included. ABIS Consultants are available to help with any of the topics presented in this guide. PREPARATION FOR END OF YEAR PEFORM AN INVENTORY CYCLE COUNT ABIS [...]

GL Groups — 1.3%

[...] billed) Account Manager: On the Sales Order header, stored in the Account Manager attribute from the contacts screen Sales Person: On the Sales Order header, stored in the Sales Person attribute from the contacts [...]

HOW TO - Send out text message updates for a Sales Order — 1.3%

[...] updates for a sales order Overview Adding a contact attribute (SMSUPDATE) will allow customers (contacts) to receive text messages at the following stages of a Sales Order's life cycle: Items are sent to production (S2P button on the sales order) Items are produced (PWO is complete) Shipping Event has a status of "Shipped" Shipping Event is marked as "Delivered" Setup 1) Fill out the text message address for contacts [...]

User in Adjutant — 1.3%

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

Contacts - Task Alerts — 1.3%

General Information Default Menu Location Maintain >> Address Book >> Contact >> Task Alerts Screen Name CONTACT How to set up task alerts for a contact For this screen, the easiest way to set up task alerts is to use this formula: X = Event Y = Role Z = Method When a task is [...]

Email Template Lower List Values Rule — 1.3%

[...] dynamic expressions to Email Templates in Adjutant. Codes entered in this rule must be developed by ABIS. Rule Setup – Text Fields Name: This is the name that displays in the drop-down Extras list in the Email Templates screen. Code: This is the special feature code developed by ABIS. [...]

Desktop Adjutant

Navigation¶

Filter by Category