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[...] AP Invoice to polist field in cursor. Only works in detail mode. APAPRPPAYZERO - Makes 0 show up in grid. APCCVENDOR2 - If enabled, AP Credit Card Vendors must use the APCCVENDOR Org Attribute, rather than the CCDATA attribute. The CCDATA attribute becomes exclusive for personal credit card data for sales. APCHECK48 - Allows 48 invoices on a check without printing an overflow stub. To use, APCHKOVERFLOW rule must be setup Text1 = Overflow message (lc_overflowmessage) Num1 = Number of checks on stub (48) log1 = Enabled (checked) log2 = Print details. If checked, [...]
Default Menu Location Maintain -> Project Management -> Project Control -> Checklist Tab
Overview The Project Checklist feature is an Excel style grid, linked to an Adjutant Project record, that allows users to work through a checklist of customizable, predefined steps. The Project Checklist is ideally suited for projects that have a repeatable, standardized process to follow and can help make sure your personnel are [...]
Default Menu Location
Transaction >> Importers/Exporters >> Projects >> Project Import
General Information
The Project Importer allows you to import project information into Adjutant.
Import Project Screen
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Project Import template file (in XLS format). Export Template: Generates a blank Project Import template file [...]
General Information
Default Menu Location Maintain >> Project Control >> Projects Screen Name MSN1 Function Project Control Screen is used to add/edit/delete all internal and external projects for your organization. The Master tab is used to enter general information about the project.
Project Control Master screen
Fields/Filters/Buttons
Project #: Enter the project name of the project [...]
General Information
Default Menu Location Reports >> Project Control >> Project Grid Function The Project Grid (MSNGRID) is a research tool for displaying project records that match your selection filters.
Fields / Filters Status Filter: The Status filter will be labeled 'All Status' buy default. Clicking the 'All Status' button will display a list of selectable project statuses. [...]
[...] determine the color coding. MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created. MSNCONTRACTTAB - MSNCONTRACTTAB MSNDROPNAME - Makes the drop folders have the XXXXXX-YYYYYY where xxxxx is the ProidID or Proj Numbe based on NEWMSNNUM setting, and YYYYY is the project name. MSNHOLDOHF - If set, change OHF counter update logic to ignore SO and WO on hold. Change SO screen to check hold status of linked project and update projhold as needed. MSNLIMITJC - If set, access [...]
General Information
Default Menu Location Reports >> Project Management >> Project Job Cost Report Screen Name JOBREPORT1
The Project Job Cost Report displays project cost data from the Project Job Cost tab, along with invoice and payment totals. The report data is based on invoices associated with projects included on the report. In order for details to appear on this report, the Sales Order Type Overflow (SOTYPE2) rule must be set up with sales [...]
Default Menu Location
Reports >> Project Control >> Comparative Job Cost Report Please note that this is a custom report and may not be on your menu. General Information
The Comparative Job Cost report compares five categories for each Department: Estimated Weight Estimated Cost Actual Weight Standard Cost Actual Cost The categories are summed at the bottom of the report. Department Information
There are seven Departments shown on the report: Built-Up (dept code of BU) Cold Form (dept code of CF) Fabricated Cold Form (dept code of FC) Panel (dept code of [...]
Default Menu Location
Maintain >> Project Control >> Projects Accessible from the Reports tab of the 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 [...]
[...]
General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Grid Defaults rule allows users to customize the task, UDQ, and weight information displayed on the Project Grid screen. TASK COLUMN SETUP:
Rule Setup – Text Fields
Code: The only valid entries are BOM TYPE and BU DEPT. These codes work with the corresponding value in the 'Value' field to specify the Sales Order type or Production Department that should update the [...]
Default Menu Location
Transaction >> Importers/Exporters >> Projects >> Project Phase Import
General Information
The Project Phase Importer allows you to import project phase information into Adjutant.
Project Phase Import screen
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Project Phase Import template file (in XLS format). Export Template: Generates a blank Project [...]
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, [...]
[...] 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 setup affects the layout [...]
[...] CID Setup Option, PROJHELDFOR, automatically creates a Held For (rule is HOLDER) record for any new project that has the Allocate Inventory box checked.
NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on.
The CID Setup Option, PROJALLOCINV, automatically checks the Allocate Inventory box on the Project Control screen for new projects.
NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on.
Program Logic [...]
[...] invoices. Fields/Filters
Work Order: Enter a work order number here to load it into the Matching Data grid SvcOrd: Enter a service order number here to load it into the Matching Data grid Organization: Enter a customer here to load all of their service orders into the Matching Data grid (after they have been transferred) SPerson: Filter by salesperson Project: Filter by Project Phase: Filter by Phase Contract: Filter by Contract Load Locked [...]
General Information
Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions
It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete tasks. To view all work for [...]
Default Menu Location
Reports >> Project >> Project Backlog Report Click here for a screenshot. General Information
The Project Backlog Report displays the open dollar amount on Sales Orders that are linked to Projects. Freight and Packing amounts are excluded (as is sales tax). The Summary version breaks out the dollars by month and Project [...]
[...] for separating the freight value from invoice reports. *f33 - ArAcct - AR GL account f34 - ProjID - Project ID key (MSNID) from the MSN data table. This links the invoice to an existing project record in Adjutant. Either ProjID or ProjNum can be used to link. ProjNum is more common. f35 - ProjNum - Project number. This links the invoice to an existing project record in Adjutant. Either ProjID or ProjNum can be used to link. ProjNum is more common. f36 - SoDate - Sales Order date [...]
[...] Dept Color Picker) may be used to determine the color coding. EDITPROJNOTE - If enabled, then the project note can be edited from the grid. The project is updated on lost focus on the note field in the grid. HIDECOMP - Hide Completed option on Schedule screen also hides the completed tasks for today. MILTIME - Uses Military Time throughout the system. NEWLOOKUP - NEWLOOKUP NEWMSNNUM - If set, then map project drop folders to Project [...]
General Information
Function: The Project Batch Number is meant to assist with production planning and scheduling. Assign Batch Numbers to those projects that have Production Work Orders that can be produced together. How To Use: The Batch Number field can be edited from either the Project Control screen, or the Project Grid, and is a read only field on the Production Work Order Master screen. When the Batch Number is added or changed, it will be updated in all displayed locations. [...]
General
The Budgeting tab of Project Control allows setting predefined budgets for each project. Costs are grouped into each budget category based on how the rule is set up. The Purchase Order Cost, Actual Cost, and Committed Cost columns are updated based on transaction data. The Purchase Order Cost column will display the dollar value of unreceived items on PO's for each category. The Actual Cost column will display the actual cost for items shipped out for each category. The Committed Cost column will show the cost of assigned or produced [...]
General Info Default Menu Location Reports >> Project Management >> Project Budget Report Function The Project Budget Report will provide the same information that the Budgeting tab displays in a report form for a project or selection of projects.
Filters
Project # Range: Range of Project numbers to include in the report results. Date Range: Date Range used to determine the breakdown of Actual, Purchase Order, [...]
Default Menu Location
Reports >> Project Control >> Weekly Project Time Sheet Click here for a screenshot General Description
The Weekly Project Time Sheet screen generates a report for the selected project based on a selected week. Report Filters [...]
[...] "Bill of Material" or "Shipper List" for the building, thus you are required to select an existing project before importing. Choose a file to import
Spreadsheet Format
An example spreadsheet can be downloaded here . The spreadsheet should be formatted as follows: At least two worksheets, with the item list starting on Sheet2. Sheet1 can be left blank or act as a title page. Additional sheets after sheet2 can also contain items. The item list must start on Row 13. Column headers are not required. Column A = Qty (Make sure the column header for this [...]
General Information
Default Menu Locator Reports >> Project Control >> Job Cost by SO Type (New) Screen Name JOBCOST2NEW Function Determine the cost versus the revenue on a specific project. Report Filter
Project #: Enter the project number that you want the report to generate. Project Name: Find a project by the name.
Date Range: Enter Start and end Date. Sales Order Type: Check any sales order type to include [...]
General Information
Default Menu Location: Maintain >> Project Control >> Project Customer Change Tool Screen Name: PROJCUSTCHANGE Function: The Project customer change tool change all tasks, all sales orders, all production work orders, and all notes tied to the project. Project Customer Change - Click for full size [...]
[...] function of the picture punch clock is to provide fast and easy time entry for up to 16 total of different project and phases.
Picture Punch Clock Screen Add New Project for Time Input To add a new project, input a project [...]
General Information
Default Menu Locator Reports >> Project Control >> Job Cost by SO Type Screen Name JOBCOST2 Function Determine the cost versus the revenue on a specific project. Report Filter
Project #: Enter the project number that you want the report to generate Project Name: Find a project by the name. Sales Order Type: Check any sales order type to include it on the report. Include Manual JE: Check [...]
[...]
General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Budget Map rule controls the Item Commodity Codes and user-defined project budget codes linked to Project Types to define budgets on the [...]
[...] from file (or unique varent if not unique custno). MBSAUTOSAVE - Add setup option to auto save MBS grid every 30 seconds. MBSQW - Change MBS grid logic to read QW xls file format instead of MBS format. MBSSHIPTXT - MBSSHIPTTXT MBSSO - MBSSO MBSTOTWT - Works in conjunction in MBSWT setup option. If set, the weight in the MBS file is treated as a total line weight, and get divided by the line qty to import a per unit weight. MBSWT - If set, the weight from the MBS file is imported to the Sales Order unit weight. MSNAUTOTASK - Automatically [...]
