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General Info
CID Setup Options determine how Adjutant 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 [...]
General Information
Default Menu Location : Transaction >> System >> End User Update Tool Screen Name : ADJAUTOUPDATE Function: The Adjutant End User Update Tool allows you to update your Adjutant installation with the latest available version of the software. New versions contain bug fixes, enhancements, customizations, and new developments. End User Update [...]
[...] Information
Default Menu Location : N/A Screen Name : XLSUPDATE Function : This screen will allow you to update multiple SQL records at one time.
Using the Tool
To use the XLS update tool, you will need to have the correct excel template filled out with the information you wish to change. 1. Once your file is ready, open the XLS update screen and click browse. 2. Select your file. 3. Map the fields by clicking the Map Fields button. Any fields that [...]
[...] Informed
The links below will help you stay informed with everything that's happening in the world of Adjutant. Twitter
Follow Adjutant on Twitter Release Notes RSS Feed
Adjutant Release Notes Desktop RSS Feeds
Pending Enhancements for Desktop Adjutant Subscribe to the Pending Adjutant Enhancements Feed Pending Corrections for Desktop Adjutant Subscribe to the Pending Adjutant [...]
[...] based processes. (Foxprocess.exe) Note Reader - Reads an email mailbox using POP, and creates notes in Adjutant based on a set of rules. (MailRead3.exe/MailReadPop3.exe) Inbox Reader - Reads a email mailbox using POP, and transfers attached files to other folders based on a set of rules. (Inboxread3.exe) ItemDet Update Service - Offloads OHF Counter processing from the desktop version to a service. (AdjItemDetUp.exe) PDF Maker - Creates standard reports for the web version of Adjutant. (PDFMaker71.exe) Resource [...]
[...] allows a web-based interface to create Vendor Inquiries, also referred to as Bid Purchase Orders, in the Adjutant software. The API utilizes JSON objects to create records directly in the Adjutant database. The created Bid Purchase Orders created through the API are fully editable in Adjutant and can be reviewed, edited, and converted to 'live' Purchase Orders. There are validations built into the API to prevent invalid vendors, warehouses, terms of payment, item codes, and units from being imported.
Adjutant [...]
[...] Menu Location Transaction >> Importers/Exporters >> Item Control >> Item Base Cost/List Price Price Update Screen Name UPDATECP Function The Item Base Cost/List Price Update is used to update Item Master price/cost fields, vendor quoted cost values, and can also be used to update Sales Order Configuration (SOC) controlling price/cost values. The Base Cost/List Price Update has three functions: Item Master cost/price update: [...]
[...] 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. If no changes have been made to the column headings, the mapping screen should show all green, [...]
[...] 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 at the same time. File Name(Details)/Browse: Use the Browse button to locate and select the completed AR Invoice Details import template file (in XLS format). Note - both the Header and [...]
[...] 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 practice procedures for most customers and may not reflect [...]
General Information Function Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales without any additional entry. Adjutant can also pass certain information back into Hubspot via the API process. Using the API, Hubspot companies can be updated with the Account Manager, as well as new deals being created. Adjutant Setup Required APIKEY Rule: The API Keys rule holds the custom string used as an Application Program Interface (API) validation key [...]
General Information
Default Menu Location : Transaction >> System >> Request License Update Screen Name : REQLIC Function: The Request License Update screen displays your system's license counts for each license type, and allows authorized users to request 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 [...]
[...] 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 Details tab contains general information about the User. Location and Adjutant [...]
[...] linked Purchase Order (PO) line. Below are some of the CID Setup Options available, and how they work to update the linked SO cost. PORECUPSOCOST
The PORECUPSOCOST is the default setup option for most customers who want to update the SO line item unit cost once the linked item is received. The PORECUPSOCOST option requires that the PO line item code and the SO line item match. For example, even with the setup option enabled, if you have an item code of BOLT1001 on the SO, but the linked PO line item is MISC (or anything other than BOLT1001), [...]
General Info
Adjutant is able to import files generated by the MWF (aka StrucSoft) program. It is mainly used 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 [...]
Two cases Case 1 - You have the values for all the filters. In this case, TableName = Table to Update KeyName 1-4 = Names of the Fields to Filter On KeyValue 1-4 = Filter Values IsKey = y KeyType = (Blank) If the table has a CID, you can enter the CID code, and set UseCID = 'y' as another filter FieldName 1-4 = Fields to Update FieldValue 1-4 = Data to Update With Case 2 - You have Item or Custno
TableName = Table to Update KeyName1 = The custID or ItemID field in the Table [...]
[...] STEP 2: From the menu, select Tools >> Map Network Drive. STEP 3: Select the drive letter that Adjutant resides on within your network (User needs to have full access to this folder). STEP 4: Select the top-level folder that contains the Adjutant folder. STEP 5: Click Finish . STEP 6: Open the Adjutant folder. STEP 7: Create a desktop shortcut from the AdjLoaderV9.exe file in the Adjutant folder. The easiest way to do this is to right-click on the file, select Send To [...]
[...] 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- Step Instructions
1. Select the Contacts icon in the toolbar. 2. Click the "User in Adjutant" attribute. 3. Find the contact that needs updating and click Edit 4. Fill out the SMTP [...]
General Information
Default Menu Location : Transaction >> Order Entry >> Sales Order Update Tool Screen Name : SOUPDATE Function: The Sales Order Update Tool allows you to update information on several sales orders at once.
Sales Order Update Tool Fields/Filters
Sono: You can enter a specific sales order to update; Sold To: This will return sales orders [...]
[...] to Excel Screen Name MBSGRID The setup option MBSQW must be turned on for Questware to work with Adjutant There are a few key differences between MBS and Questware integration with Adjutant:
Questware does not have to deal with the "BOM to Excel" screen Questware has 2 excel uploads to Adjutant instead of 1
Step By Step Guide For Metal Building Creation (Questware to Adjutant) 1. Create Project for the Building using the Project Screen.
2. Create Sales Order from the Project [...]
Transaction ==> Order Entry ==> Sales Order Update Tool
The Sales Order Update Tool may be used to update multiple lines on one or several sales orders at once. The filters at the top of the screen allow you to search for specific sales order [...]
General Information
Default Menu Location Transaction >> Procurement >> Update Min/Max Records Screen Name UPDATEMINMAX Function Use this screen to update your items' min/max and reorder point quantities based on usage. Fields/Filters
Use Days of History Number of past days of item history to factor in. Set Order Qty to X Days of Inventory Update items to have an Order Qty for a specified number of future days. Select the box to update this field. Set MinQty to X Days [...]
General Information
Default Menu Location Transaction >> Item Control >> Mais Iten Price Update Screen Name ITEMPRICEUPDATE Mass Price Update Screen Function The Mass Price Update tool allows you to update the base cost or list price of items in the Item Master. Procedure
STEP 1: Select the value you want to update; List Price , Base Cost , SOC PriceAdj . STEP 2: Select the stock type to adjust (normally both). [...]
[...] 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 should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left [...]
[...] tree.
Screen Name : MBSGRID Function : Imports a specifically formatted Excel spreadsheet into Adjutant as either a quote or sales order. This spreadsheet is specifically geared towards metal building/component parts. When importing as a sales order, it is assumed that you are importing the "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: [...]
General Description
Default Menu Location Transaction >> Task Management >> Service Order Update Tool Screen Name TASKRES Service Order Update Screen Function The Service Order Update Tool is used to update and reassign previously entered service orders. Changes can be made to project, phase, and contract. Service orders can be edited within the grid by simply clicking on the individual cell. Cells within [...]
[...] Information
Default Menu Location : Transaction >> Importers/Exporters >> Other >> Water District Update Screen Name : WATERUPDATE Function : Updates address/connection information for water districts based on three specific file formats. It can also be used to create a new file for the Water District Import. Water District Update - Click for full size
Make a Water Import File
To make an import file, there are three files you need: CMM001.dat LOC001.dat EQQ001.dat Browse and select each file according to each field on the [...]
[...] BOM Import/BOM to Excel Screen Name MBSGRID Step By Step Guide For Metal Building Creation (MBS to Adjutant) 1. Create Project for the Building using the Project Screen.
2. Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)
NOTE Do not enter any costs on [...]
[...] Customer/Vendor Parts Import is used to set the alternate vendor or customer part number details for Adjutant item codes on the C/V Part tab. The Customer/Vendor Parts Import is most commonly used to set the vendor associations for items ordered through the QuickBuy application, and to set the default order source for items. Most of the order calculation criteria has been moved to the item OHF tab, which offers more control over the order calculations used for QuickBuy procurement. The Item DET Import file should be used to update order [...]
General Information
Default Menu Location : Transaction >> Address Book >> Customer ABC Update Screen Name : ABCCUST Function: Update the Customer ABC codes based on percentages of sales, profit, and average days to pay. Customer ABC Code What are ABC Customer Codes? ABC analysis is a business term used to define a technique used to categorize customers based on a specified criteria. ABC analysis provides a mechanism for identifying which customers provide the most business to an organization based on sales, profit, or average [...]
