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General Information
Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR click the Assets icon in the toolbar. Screen Shot : RTASSET Function : Setup and maintain information to track assets. Master Tab
The first tab is used to add/edit/view assets. The New Task button (green checkmark) will open the Task Master in Add Mode with the Asset and Current Location already filled out.
Fields/Filters
Asset Tag: Specific code for the asset [...]
General Information
Default Menu Location Transaction>> Importers/Exporters>> Item Control>> Asset Import Screen Name IMPORTASSET Function The Asset Import screen allows the user to import asset records.
Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Asset Import template file (in XLS format). Export Template: Generates a blank Asset Import template file Map Fields: Fields must be mapped prior [...]
General Information
Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR the Assets icon in the toolbar
The Depreciation Information screen is a jump screen (a screen launched from an attribute) launched from the Asset Information screen.
Screen Name : ASSETDEP Function: Setup fixed asset depreciation information. Click here for the Depreciation Information Screen
There are four separate tracking/reporting tools (Federal, State, Book, AMT) and you [...]
[...] Organization Organization Screen is also accessible from the Adjutant Toolbar To edit the list of attributes for an organization or see all of the available attributes, click the Edit Attributes button Edit Attributes and Hide Attributes [...]
[...] past due notices, etc.) to this contact. Contact - Main General Description
Attribute: Editable attributes Group: The group attributes belong in; this will separate the attributes when looking at them in the Edit Attributes [...]
[...] attribute jump screen from the Organization Screen; a resource is defined as a person, organization, or an asset that is used to conduct business and/or generate revenue. Resource Attribute Fields/Filters
Schedule Tab: Determines which tab the resource goes under in the Scheduling Screen Schedule Tab may be added/edited/deleted from the drop-down menu Resource Name: Name of the resource RID: Resource's ID Supervisor: Supervisor for this resource, if any. Check the Supervisor box if this resource is a supervisor to someone else Email: Resource email [...]
[...] HVAC industry. The setup option enables the following screen to pop up in the Material Tab when an asset with an asset type selected is added. Note - The Serial2 and RFID fields have been re-labeled for the HVAC industry in the image below. Asset Update Screen Process
1. Add an item code that has the asset attribute to the Material Tab of the Time Entry screen (be sure to select an Asset Type during the entry). After the save button is clicked, [...]
[...] General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Attributes (ATT_MSN) rule controls the available Project Attributes for the Project Master screen.
Rule Setup – Text Fields
Attribute: Attribute name.
Group: The group attributes [...]
General Information BOM - Inputs: When an asset-type item is added to the BOM - Inputs tab two fields will open up: Asset [...]
General Description
Default Menu Location Maintain >> Item Control >> Item Master Item Attributes are maintained in the Rule Maintenance screen under Item Attributes. Item Attribute screens Fields/Filters
Asset: Select this attribute if you 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 [...]
[...] message address of the selected contact Web Page: The web page URL of the contact’s organization Attributes: Attributes that have been assigned to the contact are visible in lower right-hand box.
All Fields
All Fields tab is to review the information Information on this tab cannot be edited It shows how all of the fields in the Contact Screen are completed
Actions - View
The actions box is located on the left side of the screen. It provides actions for a selected contact. Add New Contact: Allows you to [...]
[...] department, the type of account, etc. As you will see, the first digit might signify if the account is an asset, liability, etc. For example, if the first digit is a "1" it is an asset. If the first digit is a "5" it is an operating expense. A gap between account numbers allows for adding accounts in the future. The following is a partial listing of a sample chart of accounts. How to Number the Accounts The first range of account numbers are current asset accounts and they are generally organized by the most current/liquid [...]
General Information
Default Menu Location : Reports >> Fixed Assets >> Monthly Asset Depreciation Screen Name : DEPSS Function : Produces a depreciation schedule for fixed assets in a given year. This report is commonly exported to Excel for data validation and manipulation. Monthly Depreciation Screen
Fields/Filters
Asset TagID: Asset ID or Asset Name Book Type: The set of depreciation books to use in the [...]
[...] with the same total time. Equip Bill Code: Select the bill code for the equipment that was used. Asset Tag: Enter the asset tag/id, if applicable. Any
[...] that have been marked as inactive, and will reject the imported items if there is a match. Select Attributes: Attributes selected during the import process will be applied to ALL imported items. Review and verify that the attributes are set correctly before each import. Correcting [...]
[...] Resource Name : The name of the resource. This may be different than the Name of the Person/Organization/Asset. RID : The Resource's ID. This may be left blank. Supervisor : The supervisor for this resource. Check the supervisor box if this resource is a supervisor to someone else. WO Form : If there is a custom work order form for this resource, enter it here. Def Equip : Default equipment; if the resource has equipment (an asset) that is always used when working. Assets are defined in the Asset Information Screen [...]
[...] Filter by Phase. Phases associated with the selected project will be available in the drop-down menu. Asset: Filter by [...]
Below is a list of all attributes that may be assigned to people. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below. Resource: A resource [...]
General Description
Default Menu Location Maintain >> Asset Tracking >> Asset Information Screen Name RTASSETAIRHAMMER Function The Air Hammer is a drill-down tool that displays information about selected items. Click on any of the tabs to display information correlating to the item and the tab you've selected Double-click on any item you wish to see more [...]
[...] used during the import process to assign up to 3 characters as a leading Custno value. Organization Attributes - The lead import process can attach additional customer attributes to imported records. If additional attributes need to be assigned during import, the attribute must be flagged to display on the Import screen in the ATT_ENT rule. Rule Maintenance Records - Below are the Rule Maintenance details that should be set in order to track the most data for imported leads: Suspect Lead Sources (SOURCE_ENT) [...]
[...] Information
Default Menu Location : Maintain >> System Manager >> Rule Maintenance >> Make Customer Extra Attributes (ENTMAKECUST) Screen Name : RULEM Function: This rule allows the user to add additional attributes to be added to the organization when the MAKE CUSTOMER button is used. By default the Make Customer button will add the Bill To, Sold, To and Ship To attributes. This allows [...]
[...] add a contact. Right-click the Contact link to refresh the list of contacts in the drop-down menu. Asset ID: The asset being worked on for this task. This ID is a specific item #, but not a specific serial # for the item. Click the
[...] .FRX extension to default a specific work order form for the resource. f11 - EquipID - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset Tag ID must exist in Adjutant. f12 - ResNo - Resource ID (RID) number for the resource (max 10 characters, alphanumeric) f13 - EmplID - Accounting system employee ID used for third party integrations. (max 9 characters, alphanumeric) *f14 - DefWHSE - Default Warehouse name f15 - DefBCode - Default Billing Code from the Billing Codes (BILLCODE) rule f16 [...]
[...] enter any assets that were added, removed, or worked on during the job.
Status: The status of the asset; what was done. Tag ID: The asset's ID/Code. Desc: [...]
[...] Information
Screen Name VEH Vehicle screen allows you to enter specific information about a vehicle as an asset you have selected. Vehicle Attribute [...]
[...] do some mass updates in Excel and then want to import that data back in to Adjutant. Organization Attributes: Select any attributes that should be assigned to ALL customers in the import [...]
[...] choose to include or omit the following information on the report: Organization Report screen with the Attributes Option
Address Line Contact Person Contact Information Parent Organization Child Organization People Attributes Line Salesperson Account Manager Accounting Links ==How To Print a List of Vendors== Print a list of Vendors To print a list of your vendors, click the Choose from List radio button next to Org Attributes. Select SOLDFROM from the list and then click the SAVE button. [...]
General Description
Default Menu Location : Transaction >> Fixed Assets >> Asset Depreciation Posting Screen Name DEPPOSTING Function : This screen is used to post depreciation expenses to the General Ledger. Asset [...]
[...] Reports >> Production >> Print Production Work Orders
You will also have to set up some Contact attributes. Maintain >> System >> Rule Maintenance >> Contact Attributes General Description
The Auto-Process check box on the Print Production Work Orders screen does two things: 1. If the correct attributes have been set up and applied to at least one person, the production work orders will be automatically emailed. 2. If one or more of the production work orders cannot be emailed, it will be printed directly [...]
