Search Engine

Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.

Journal Entry Architecture - Invoicing — 2.7%

[...] journal entries. One of the options is the batch for Invoicing (Sales Order shipment or Time Entry billing). Many things affect which GL accounts will be debited or credited when creating an invoice. There are typically 5 accounts affected during invoicing: 1. Accounts Receivable - AR is debited in the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the invoice less sales tax. 3. Sales Tax - Sales Tax is credited in the amount of the tax on the invoice. 4. Cost of Goods Sold - COGS is debited based upon the cost of the items on the [...]

Item Master — 2.7%

[...] Calculator Price Groups are maintained in the Rule Maintenance Screen by selecting Item Pricing Codes from the drop-down menu Comm Code: The item's Commodity Code Commodity Codes are used in the procurement system to Generate Vendor Inquiries Commodity Codes are maintained in the Rule Maintenance Screen by selecting Item Commodity Codes from the drop-down menu Prod Grp: The item's Product Group Product Groups are used to determine pricing inthe Contract Master [...]

Contract Master — 2.5%

[...] Entry Screen.) Working Times Contract- Working Times Tab Working Times tab determines the billing rate for labor on particular days and times of the day. To change the billing rate: 1) Click the Edit button 2) Select which day you wish to change the billing rate for (Thursday is selected in the example below). You may select a default day, which applies the new billing rate to that day every time it occurs during the length of the contract, or you may select a particular [...]

Resource Import — 2.5%

General Info Default Menu Location: Transaction >> Importers/Exporters >> Tasks and Time Billing >> Resource Import Screen Name: IMPORTRES Function: The Resource Import screens allows you to import resource attribute details for existing contact records. Resource Import screen Import File Name/Browse: Use the Browse button to locate and select the completed Resource Import template file (in XLS format). Export Template: Generates a blank Resource Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made [...]

Cut Charge / Freight Charge Setup — 2.3%

[...] in length. ItemCat - Selecting ItemCat will load the grid below with the list of Item Transaction Codes established in your system. Item Transaction Codes are established in the ITEMCAT rule and tied to items in Item Master. Select the desired item transaction category codes with the Selected checkbox and establish the Min Length below which cutting charges should be calculated. ItemClass - Selecting ItemClass will load the grid below with the list of Item Class Codes established [...]

Standard Tasks — 2.3%

[...] 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 is a default service order form for the task, enter it here. [...]

Standard Task - Adjutant 2.0 — 2.1%

[...] 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 Maintenance of Adjutant by selecting Task Priority Codes [...]

CID Setup Options — 2.1%

[...] process in Prompt 74. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing and Ship SO screens after creating the invoice. ATCHECKCYCLE - Checks to see if the item being transferred/adjusted is currently being counted (not yet committed) in the same warehouse. If found, a message will display that the item is being counted and cannot be transferred or adjusted. AVAILRED - Sets available quantuty to be and red if enabled. AUTOAPPLYCC - Apply CC credits to matching invoices during superbatch processing. CC screen changed to save SO [...]

Transfer To Billing — 1.9%

Default Menu Location Transaction >>Time Billing >> Transfer to Billing Transfer to Billing General Description The Transfer to Billing screen is used to transfer and lock the time, material, and equipment entries posted to service orders (tasks). Locking a time entry makes it un-editable, so that it may be billed/invoiced without fear of any changes being made to it. Select the date you wish to process through and click the Reload button Click the A button to select [...]

Solution Codes — 1.7%

General Description Default Menu Location: Maintain ==> Time and Materials ==> Solutions Codes Screen Name: SOLCODE Function: This screen is used to add/edit/delete solution codes. Solution Codes are used to standardize records of work performed and flat-rate a service order. Configuring Solution Codes SolCode: Enter the name of the solution code. In the field below, enter a brief description of the work performed. The large field below is used to enter a detailed [...]

Approve-Edit Billing — 1.7%

Default Menu Location Transaction >> Time Billing >> Approve/Edit Billing Selection Filters screen Matching Data screen Selection Filters Selection filter screen is used to edit, approve and print pending 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) [...]

Time Billing Setup Option — 1.5%

Time Billing Setup Option ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing and Ship SO screens after creating the invoice. BS2GROUP - If enabled, add new Group filter checkbox list to the Bill Cycle Billing Statement screen. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INSERTMATDATE - Inserts work date into material descriptions on timesheet material lines. INSERTNOTE - Inserts [...]

Purchase Order - Header — 1.5%

[...] Department from the drop-down menu. Remarks: User-definable. Ship Via: The method of shipping. Ship Via Codes may be added/edited/deleted in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. Order #: User-definable. Confirm To: User-definable. Terms: Terms of Payment. Terms codes [...]

Consolidated Billing Statement — 1.5%

General Description Default Menu Location Reports >> Accounts Receivable >> Consolidated Billing Statement Screen Name CONSOL Consolidated Billing Statement Screen Function Consolidated Billing Statement is a summary list of all accrued charges for a customer. Statements include- Bill To, Invoice number, Invoice date, Description, Quantity, Unit Price, and total amount for each invoice. Report Filters Client: Customer number and the Company name for the statement. Start Date: Start date for the [...]

Customer ABC Code Update — 1.5%

[...] 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 number of days to pay. When carrying out an ABC analysis, [...]

Task Entry Assignments Tab — 1.5%

[...] available to assign to the task. Only Resources with the selected Skill Set will be available. Skill Codes are maintained in Rule Maintenance by selecting Skill Codes from the drop-down menu. For more information, please visit Skill Codes Page Bill Code: [...]

Vendor Inquiries - Header — 1.5%

Sales Order - Header — 1.5%

[...] The Sales Manager in charge of this Sales Order. Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. FOB: Free on Board terms. Click here for a definition. FOB terms may be added/edited/deleted in the Rule Maintenance screen by selecting FOB Codes from the drop-down menu. Ship Via: The method of shipping. Ship Via Codes may be added/edited/deleted in the Rule [...]

Item Transaction Codes — 1.3%

[...] General Information Default Menu Location : Maintain >> System >> Rule Maintenance >> Item Transaction Codes Screen Name : RULEM Function: Item Transaction Codes are used to drive revenue to specific accounts in the general ledger. Item Transaction Codes Item Transaction [...]

Time and Material Entry - Labor — 1.3%

[...] Weekly Timesheet , the Virtual Timeclock , the Task Grid , the Task Loader , and the Approve/Edit Billing screen (Matching Data grid). To add labor time to the task, click the New icon and enter the resource you wish to post time for. The only resources you may enter are the those that have the task assigned to them in the Task Entry Screen under the Assignments tab. This control may be overridden by selecting the ALLRES setup option in CID Maintenance. The fields and buttons in this screen are described below. SVR/Task: The service order number. The field below [...]

Organization Attributes - Sold To — 1.3%

[...] Organization Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu Price Code: Price code for billing The price code will be used to determine pricing if no contract applies to customer Price Codes are maintained in the Rule Maintenance screen by selecting Organization Pricing Codes from the drop-down menu. Account Manager: Account manager for this customer Only people with the ACCTMGR attribute will be [...]

Item ABC Codes Update — 1.3%

[...] on user-selected criteria such as usage value, on hand value, or usage qty. What are ABC Item Codes? ABC analysis is a business term used to define a technique used to categorize inventory based on a specified criteria. ABC analysis provides a mechanism for identifying which items are most valuable based on usage and cost. In turn, these groupings allow companies to determine the amount of time, management, and control is spent on particular items. When carrying out an ABC analysis, inventory items are valued (item cost multiplied by quantity issued/consumed [...]

Bill Codes — 1.3%

General Description Default Menu Location: Maintain >> System >> Rule Maintenance >> Billing Codes Screen Name: RULEM Function: Bill codes [...]

Solution Code Import — 1.3%

Default Menu Location Transaction >> Importers/Exporters >> Tasks and Time Billing >> Solution Code Import General Information The olution Code Importer allows you to import and update Standard Task records in Adjutant. Solution Code Import screen Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Solution Code Import template file (in XLS format). Export Template: Generates a blank Solution Code Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column [...]

Customer Transaction Codes — 1.3%

[...] Information Default Menu Location : Maintain >> System >> Rule Maintenance >> Customer Transaction Codes Screen Name : RULEM Function: Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger. Customer Transaction Codes Customer Transaction [...]

Print Invoices — 1.0%

[...] paid in full. Exclude Zero Dollar Lines: Check this box to exclude all $0 lines on the invoice. Use Billing Notes: Check this box to display the Billing Notes on the invoice (for use with Time Billing invoices only). Show Accounting Balance: Check this box to display the [...]

FOB Codes — 1.0%

General Information Default Menu Location : Maintain >> System >> Rule Maintenance >> FOB Codes Screen Name : RULEM Function: Maintain FOB Codes for use in Purchase Orders, Quotes, and Sales Orders. [...]

Item Commodity Codes — 1.0%

[...] are used in the procurement system to Generate Vendor Inquiries . Vendors may be assigned commodity codes in the Commodity Groups Attribute screen . Items may be assigned commodity codes [...]

Organization Attributes - Bill To — 1.0%

[...] The Bill To Screen is accessible from the Organization screen The Bill To screen is used to maintain billing information such as, Payment Terms, Credit Limits, Customer Transaction Category, etc. Fields/Filters Terms: The agreed terms of payment Payment Terms are maintained in the Rule Maintenance screen by selecting Terms Codes from the drop-down menu Credit Limit: Enter a dollar amount here to set the maximum open balance a customer may have If the DOCLIMITCHECK setup option is selected for your company, this amount [...]

Organization Attributes - Sold From — 1.0%

[...] organization. Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu. Ship Via: Select the default shipping method for this vendor. Shipping methods are maintained in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: Select the default freight payment type for this vendor Freight methods are maintained in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. FOB: ' [...]

Desktop Adjutant

Navigation¶

Filter by Category