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[...] 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 46BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 46REQFULL - If set [...]
[...] General 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 [...]
[...]
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 [...]
[...] Pricing: The Customer Pricing option will use the pricing in Item Master for the Cut Charge Item, along with the rules established in Customer Pricing to set the cut charges. Charge Basis-Charge Per Cut: The Charge Per Cut option will apply the cut charge to each item quantity that requires cutting according to the setup. For example, if I sell 5 items on a single line that all need cutting, the cut charge will be 5 X the charge amount. Charge Basis-Charge Per Line Item: The Charge Per Line Item option will calculate a single charge per line item that requires cutting, [...]
[...] '' '''bold''' and italic''-- produces striked bold and italic 1.02 - Links Links are identified with [ and ] .
Note : since version 1.0.10, links also work with 2 brackets, for example [[Link]] .
To insert a link to an internal page just write [PageName] , that produces PageName (if the linked Page doesn't exist, the link will have a different color) You can add a title to the link: [PageName|This is a Link] produces This is a Link Email links are detected automatically, for example [mail@server.com] produces mail@server.com [...]
[...] other fields that will filter the list of addresses: Builder : A list of all builders (organizations with the BUILDER attribute) will appear in this list. Builders are linked to an address via the Connection Information screen. You will be forced to choose a builder when entering payment for an address on the Payment tab. Subdivision : : A list of all subdivisions (linked SUBDIV children) in the District you select at the top of the screen. You can fill out the subdivision on the Connection Information screen [...]
[...] Properties 5. The template for creating a drilldown is: *:URL = vfps://do showscreen with <<keyno>>,'TYPE',<<docno>>,<<cid>>
Example
*:URL = vfps://do showscreen with <<c_apr.custid>>,'ORG'
In that example the last two variables are not needed because custid (the keyno) is unique. The expression for the keyno (or docno or cid) is the same as it is in the report. If you do not have the keyno in the report, then you can use a zero in the keyno placeholder and [...]
General Information
Default Menu Location Reports >> Accounts Receivable >> AR Aging with Payments Screen Name ARAGINGPAY Function The AR Aging with Payments report displays the AR Aging with a Payment/Adjustment/Credit History for each invoice.
Report Filters
Customer No/Company: Enter a Customer [...]
[...] looks through your existing customers in Adjutant and tries to match each record in the spreadsheet with one in Adjutant. If the import program finds a match, it will update that customer's information with the info in the spreadsheet. The program matches on custno, then the first 5 characters of company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting [...]
[...] 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) 2. Select 'POS Cash Accounts' from the drop down menu. 3. Click the ADD button, and fill in corresponding fields and link the cash code to a valid payment term (details below).
Rule Setup – Text Fields
Cash Code (Text1,5) = There should be five entries [...]
[...] Definitions
f1 - Invno - AP invoice number f2 - Vendno - Vendor number in Adjutant f3 - PPriority - Payment priority value. '2' is the most common entry. f4 - PTerms - Payment terms for the selected invoice. Valid terms from the TERMS rule should be used. If an entry is found during import that doesn't match an existing TERMS rule record, that entry will be added to the TERMS rule with no other rule details. This allows the import to complete, but could add unwanted records to the TERMS rule. f5 - PurAmt - [...]
[...] 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 practice procedures for most customers and may not reflect every customer’s end of year needs. This guide [...]
[...] looks through your existing organizations in Adjutant and tries to match each record in the spreadsheet with one in Adjutant. If the import program finds a match, it will update that organizations's information with the info in the spreadsheet. The program matches on vendno, then the first 5 characters of company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting [...]
[...] here ) or the customer's Organization screen, in that order. This will be transmitted to Heartland with the transaction. If it doesn't match the address tied to the credit card, the transaction could be declined. Zip Code: This is the zip code from either the CCDATA screen (see more about that screen here ) or the customer's Organization screen, in that order. Like the street number, this is transmitted to Heartland and could result in a declined transaction if it doesn't match the address tied to the credit card. Approval Code: The approval code that is returned [...]
General Description Default Menu Location Reports >> Accounts Receivable >> AR Aging Screen Shot ARAGING Function The AR Aging report displays Accounts Receivable aged into four different periods. The time period groups will default to 30-60-90-120 days, but can be changed by the user. Fields/Filters
Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank. Aging Groups [...]
[...] 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 [...]
General Information
Default Menu Location : Reports >> Accounts Payable >> AP Aging Screen Name : APAGING Function: The AP Aging (or Aged Payables) report displays open AP invoices in 4 groups of aged days. To see a current aged payables report, simply open the screen and click Output. Enabling the DrillDown View check box will drill into the Vendor and AP Invoice while the report is still open.
AP Aging Report
Fields/Filters/Options
Vendor ID/Name : Enter an ID or Name to run the report for [...]
General Information Default Menu Location : Transaction >> Accounts Receivable >> AR Invoice Master
Screen Name : AP2AR
Function : The Create AP Invoice from AR Invoice screen allows a refund check to be issued from a credit or deposit on a customer's account.
The AR2AP button is only accessible when the invoice has a credit balance (a negative amount).
AR to AP
The customer MUST be setup as a Vendor in order to pay them (must have SOLDFROM and REMITTO attributes). If you see the message 'Not [...]
[...] Process/Event Comment Complete Date _ MOCK GO LIVE Mock Go Live Export files from legacy system: Open AR _ _ Mock Go Live Export files from legacy system: Open AP _ _ Mock Go Live Export files from legacy system: Inventory Quantities/Costs _ _ Mock Go Live Export files from legacy system: Coil quantities/costs/info _ _ Mock Go Live Import files into Adjutant: Open AR _ _ Mock Go Live Import files into Adjutant: Open AP _ _ Mock Go Live Import files into Adjutant: Inventory Quantities/Costs _ _ Mock Go Live Import files into Adjutant: [...]
General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> Terms of Payment (TERMS) Screen Name : RULEM Function: Payment Terms are used in Quoting, Sales Orders, Invoices, Purchase Orders, and AP Invoices. How to set up payment terms
1. First, open the "Rule Maintenance" screen. "Maintain-->System-->Rule Maintenance" 2. Then, select the "Terms of Payment" rule from the dropdown: 3. Next, hit the add/new button, and then fill in the corresponding [...]
[...] for light gauge steel member and wall/floor panel production. The integration is able to take files with thousands of lines and create a full order within a few minutes or less. MWF Integration is intended to be used in conjunction with AMS/Eclipse, and is a necessary part of integration today. Importing the files will create two new sales orders, attached by a project, one for assembled panels (SO Type = "S") and one for the members (SO Type = "M") of the finished panels, with the finished panels including a [...]
[...] Estimated Dept Cost project form. Actual Weight - Weight of all line items on Project Sales Orders with a Department = Built Up Standard Cost - Actual Weight multiplied by the Std Cost per LBS as entered by the user on the report screen Actual Cost - Sum (Qty Used * Avg Cost) of all items used on Built-Up Production Work Orders COLD FORM Estimated Weight - Value of SOC Report Code = I on any line item of any Sales Order linked to the Project. Estimated Cost - UDF Report Code = CJCCF on the Estimated Dept Cost project form. Actual Weight - Weight of all line [...]
General Information
Default Menu Location : Transaction >> Accounts Receivable >> AR Past Due Emails Screen Name : ARPASTUDE Function: Sends emails or faxes, along with a Customer Statement attachment, to customers that have past due invoices. AR Past Due Emails Fields
Cust# / Company : Enter a Customer ID or Name to filter the emails to a single customer. Leave these fields blank to send emails to all customers with past due invoices. Invoice Status : Filter by invoice [...]
[...] SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with BUILDERDEP form name) Subdivision attribute Connection attribute (with CONNECTION form name) If you are using the Tapping application, the Tap Sizes (TAPS) rule must be set up prior to importing connection records. Key Data Fields
DCustNo - The district customer number is how the imported service connections are linked to the water district. It can also be used to establish the connection customer number. Review the data in this [...]
[...] errors are encountered. Sales Order Import Header File Definitions
Required fields are indicated with an * f1 - TaxTable - This field is no longer used f2 - OrderNo - Sales order Order # field value (max 30 characters) *f3 - Owner - Inventory owner name *f4 - SODate - Sales Order Date (MM/DD/YY format) f5 - ReqDate - Sales Order Required Date (MM/DD/YY format) f6 - Freight - Freight terms for the selected sales order. Valid freight terms from the FREIGHT rule should be used. If an entry is found during import that doesn't match an existing FREIGHT rule record, [...]
General Information
Payment Priorities (PP) are used in Accounts Payable. They help to determine when and how an invoice should be paid. A default PP can be set up for each vendor by setting it on the Remit To screen.
Note: The Remit To screen is an attribute jump screen on the Organizations screen. Payment Priority Function in RemitTo There are 9 numbers that may be used to specify the priority of the invoice. 1 is the highest priority. 8 is the lowest priority. 2 is typically a default priority. 0 is a Hold, Invoices with [...]
[...] 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. The Bill of Material Master window will open. BUYINQB (Force to Buy in QB): This attribute will force the item to the Purchase module of Quick Buy, even if marked as produced. BUYCONFIG: This attribute can be put on an item that's on the BOM of a configurable part. This will order the BOM item (the one with [...]
[...] Item Master as a placeholder item. Item codes/coil#s that match an existing item/lot# will be updated with the new data from the import.
Coil Import Screen
Item File Name/Browse: Use the Browse button to locate and select the completed Coil import template file (in XLS format). Export Template: Generates a blank Coil 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 [...]
[...] loaded, cartons will be packed and linked to the SE and one or more Bills of Lading are typically created with it. Master Tab
SE Name: The name of the Shipping Event. You can name it anything you want and edit that name later if need be. Type: The type of SE. The values in this drop-down come from the Shipping Event Types rule . Ship Date/Time: The date and time the shipment will leave the warehouse. Cutoff Date/Time: The date and time that no more Sales Orders will be automatically linked to the SE. This field is used for Delivery Routes and for reference [...]
[...] an invoice are issued, the date cannot be changed. The following are the steps to correct a credit with an incorrect date (please note that to correct an incorrect invoice date, the sign on the quantities must be inverse): Step 1: Create a Sales Order with a Misc. Item with a price equal to the credit amount, a cost of $0, and a quantity of 1 Step 2: Ship the Sales Order with the same bad date Step 3: Apply the bad [...]
