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[...] (prompt 79). 79LOCKSO - If enabled, the carton is locked to SO of the first item added to it (unable to add items from different SO). Only checked at the SO# line/ P# level. Loading cartons into cartons is not changed. 79NOTINSE - If enabled, users will be stopped and will need to select '3' to continue after they scan a carton onto a shipping event when the linked sales order isn't on the shipping event. 79SHOWOPEN - If set then show open carton/line count during 79 processing. If count = 0, then show All Items Packed. 86MOVE1 - Changes the logic for Prompt 86 so that [...]
General Information Default Menu Location Maintain >> Address Book >> Contact
Screen Name CONTACT
Function Contact screen is used to view, edit, and add new users/contacts.
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 [...]
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 [...]
General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Contact Import Screen Name: IMPORTCONTACT Function: Import new and update existing contacts.
Contact Import Screen
File Name/Browse: Use the Browse button to locate and select the completed contact import template file (in XLS format) Export Template: Generates a blank Contact Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been [...]
[...] >> 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: From here, you can then enter in the rest of the [...]
[...] 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 custom bill of materials based on the produced members. The Sales Order types do need to be defined in the rule with the codes "S" 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 [...]
[...] filled out in profile table. PWOs are grouped by GAUGE and COLOR. CPARTBILLTO - CPARTBILLTO DEPTPROD - Add new logic to S2P to break up PWO by Gauge/Color. Process logic by department based on log4 flag. DIRITEMDET - DIRITEMDET DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - EXTMARGIN FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase [...]
How to send out text message 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
The first step is to fill out the contact's 'Email 2' with their phone [...]
[...] imported leads: Suspect Lead Sources (SOURCE_ENT) Suspect Market Segment (MKTSEGMENT) Suspect Customer Type (CUSTTYPE) Suspect Business Division (BUSDIV) Suspect Current Status (SUSPECTSTATUS) Suspect NAICS Codes (NAICS) Suspect Credit Limit (SUSPECTCL)
Lead Import Screen
File Name/Browse: Use the Browse button to locate and select the completed lead import template file (in XLS format) Export Template: Generates a blank Lead Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been [...]
[...] Customer Import File Definitions
f1 - Company - Name of Company/Organization f2 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. f3 - Address1 - Physical Street Address f4 - City - Physical Address City Name f5 - State - Physical Address two-letter postal abbreviation for the state f6 - ZipCode - Physical Address Zip Code (you can use zip+4 if you have it)
http://www.abiscorp.com/faq/index.php?title=Special:Preferences [...]
[...] Stock Item: Stocked in a warehouse Sales Tax: The item will have applicable sales tax Resell: To add the item on a sales order. If unchecked, this will also add tax to the receipted amount on a PO, provided the vendor has a tax amount in the Remit To screen of their Organization record. Misc Item: Miscellaneous item (This will allow you to edit the item's description when it is used on a service order.) Serialized: Check this box if you wish to track the item's serial numbers (All received serialized items [...]
[...] Information
Function: The Organization screen lists all organizations’ key information. Users can also edit existing and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.) Organization Master Screen Organization Icon in the Toolbar
Fields/Filters
ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.) Name: Name of the organization [...]
[...] Buyer - Default person that issues purchase orders to the vendor. This must match the full name of a contact with the Buyer attribute. f12 - CheckMemo - A memo/note that prints on the A/P check. Max 65 characters. f13 - City - Physical Address City Name f14 - Company - Name of Company/Organization f15 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. [...]
Shipping Contact General Information
The main function of the Shipping Contact is to designate a contact on the order for the specific shipping location. This might be the main contact at the job site that needs to know specific delivery information such as the shipping window. With the proper set up, the Logistics coordinator can contact the main shipping contact on the order with the push of a button, providing relevant [...]
[...] General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> PHONECODE (Contact Phone Number Types) Screen Name : RULEM Function: Determines what types of phone numbers appear on the Contact screen . You can have as many different types as you need, however only 4 will appear by default on the Contact [...]
[...] only display if a checklist has been set up in the Project Checklist rule that matches the project type of the selected project record. Some of the built-in features include: Flexible setup for multiple project types Flexible navigation with collapse/expand controls, page jumps, and footer filters Project Phase date integration with start and end dates End Date color-coded warnings Quick Task feature with time tracking Ability to link to web-based resources from each line Ability to add custom lines ‘on the fly’ Ability to create custom [...]
[...] 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: If there [...]
[...] 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
Open/Close: Click this icon to open or close a purchase order. Copy: Select a previously [...]
Setup Options & Definitions
ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approval/Edit Billing and Ship SO screens after creating the invoice. AUTOQUICKCART - Automatically creates a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. BOLBYCARRIER - If [...]
[...] 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 this icon to copy it to a new purchase order.
S2P: This icon [...]
[...] 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 amounts to the specified GL account.
Rule Setup – Sales Order Type Overflow Rule
The Sales Order Type [...]
[...] 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 when manually linking Sales Orders. On Site Date/Time: [...]
[...] you will be asked to generate Vendor Bids or Purchase Orders. You will also be asked to select a PO type. Drop Ship lines will be processed in a second pass so that you can specify the correct type of PO to create. Drop Ship lines are always broken out onto a separate PO for each vendor (they'll never be combined with standard stock purchases coming into your warehouse).
Drop Ship lines are always separated by Sales Order. If two or more sales orders have the same ship to and you're purchasing direct ship items from the same vendor, Quick [...]
[...] >> County Sales General Description
The County Sales reports allow tracking of missing MBMA county codes. Report Filters
Date Range: Sales order date Order Type: Sales order type Sort Orders: Customer Number, County, State Report Style: Summary, Detail Type of Report to Run
By Customer Number: CountyCode By County Summary: CountyCodeC By State Summary: CountyCodeS By State Detail: CountyCodeD By Customer Number - CountyCode
Standard Report Fields (Header - CountyCode) [...]
[...] Events use three pieces of information. The Event name which is the general event format, the Type, which is the module being used, and the code, which mainly use Create (CR) or edited (ED)
Event Set Up
ADDASSET (Type = ASSET Code = CR) Creates an event when a new asset is made.
ADDBILLTO (Type = BILLTO Code = CR) Creates an event when a new Bill To attribute is given to an organization.
ADDENT (Type = ENT Code = CR) Creates an event when a new organization is made. [...]
[...] 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 priority of the task. Task Priorities are maintained in Rule [...]
[...] Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - If set, then launch new shared margin screen. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. INCFREIGHT - Display freight as a line item on Sales Order and Invoice. INCPACKING - Display packing as a line item on Sales Order and Invoice. ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other [...]
[...] addresses (linked SHIPTO children) in the District you select at the top of the screen.
You can edit existing addresses and add new addresses from this screen.
Underneath the District ID and Name fields are two 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. [...]
[...] added to the SHIPVIA rule with no other rule details. This allows the import to complete, but could add unwanted records to the SHIPVIA rule. f7 - FOB - Free on Board value from original order. Valid FOB names from the FOB rule should be used. If an entry is found during import that doesn't match an existing FOB rule record, that entry will be added to the FOB rule with no other rule details. This allows the import to complete, but could add unwanted records to the FOB rule. f8 - SP - Salesperson name on the invoice. Salesperson entries [...]
[...] DATA
Vendor 1099 reporting is based on A/P Invoices that have been paid to vendors with a valid 1099 Type established in their organization’s Remit To screen. Before the year is done, take some time to review the current year’s 1099 setups and paid invoice totals to locate any missing vendors or invoices. The 1099 Types (TYPE1099) Rule Maintenance record contains the valid 1099 types for your system. The 1099 form controls are linked to the 1099 type in this screen. Review this setup for any changes needed for the current year. Run and [...]
