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[...] 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)
Company [...]
[...] screen (no assignments necessary). ALTPRINTBOX - Toggle between Getprinter and Printer Prompt type report form calls when enabled. ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSADDCOIL - If set, then coil will be adjusted into the system to meet AMS demand. AMSADDSEIP - Automatically creates an Interplant Shipping Event during the assembly process from Connex usage if the Production Work Order (PWO) is an Interplant [...]
[...] available as a jump screen from reports with the SaveRS button. Screen Name : SAVERS Function: Saves Report Options (dates, forms, filters, etc) so that a report can be included in a Report Set. Report Sets can be run manually from the Run Report Sets screen or they can be automatically processed by adding them to the Auto Process Schedule . Save Report Options - Click for full size Instructions
Before pressing the SaveRS [...]
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: [...]
General Description
Default Menu Location Reports >> General Ledger >> Financial Report Writer Screen Name GLREPORT Financial report writer Header tab screenshot Financial report writer Columns tab screenshot Function Financial Report Writer has the ability to generate different reports based on GL postings. Report Header Tab
Report Name: Unique name to identify the report. Heading: [...]
General Description
Default Menu Location Reports >> MBMA >> MBMA Quarterly Report Screen Name MBMAREPORTING
NOTE - The MBMA Quarterly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Quarterly Report Overview The MBMA Quarterly Report (Shipments by County) produces either a detail or a summary report showing the MBMA order items shipped/invoiced in the [...]
Default Menu Location
Transaction ==> System ==> Clear Log Files Click here for a screenshot General Information
The Clear Log Files program deletes log files out of the Adjutant SQL database. Select which files to delete, a cutoff date, and then click Clean to start the process. The cutoff date defaults to six months prior, meaning all log [...]
Default Menu Location
Reports >> Sales Force >> Sales Margin Report General Description
Sales Margin Report screen allows users to generate detail sales report either by period or by date range. When generating a report, users can either generate a report for a specific customer by entering a customer code or leaving a blank in the "Customer Number" field to generate a general report for all the customers. Fields/Filters [...]
[...] 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 Screen or enter or select project number Project Name: The project name is automatically passed when the screen runs from the Project Screen or enter or select SrvOrd Primarily blank Start Date: Start date End Date: End date Report Selection
Project: Run report [...]
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 [...]
[...] Location Reports >> Accounts Receivable >> AR Aging Screen Shot ARAGING Function The AR Aging report displays Accounts Receivable aged into four different periods. The time period groups will default to 30-60-90-120 days, but can be changed by the user. Fields/Filters
Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank. Aging Groups (Days): Number of days for the different groups on the report. Age From: The report [...]
General Description
Default Menu Location Reports >> MBMA >> MBMA Monthly Report Screen Name MBMAMONTHLY
NOTE - The MBMA Monthly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Monthly Report Overview The MBMA Monthly Report produces either a detail or a summary report showing the MBMA order items processed in the specified reporting month. Sales Order [...]
Default Menu Location
Reports >> Order Entry >> Sales Order Report Sales Order Report
General Description
Sales Order Report screen generates information on an open sales order. Fields/Filters
Date Range: Time frame for the report Customer: Customer code Item: Item code SO Type: Sales Order Type Sales Person: Sales Person for the report Account Manager: Account manager for the report Warehouse: Warehouse [...]
[...] Accounts Receivable >> AR Aging with Payments Screen Name ARAGINGPAY Function The AR Aging with Payments report displays the AR Aging with a Payment/Adjustment/Credit History for each invoice.
Report Filters
Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank. Aging Groups (Days): Number of days for the different groups on the report. Age From: The report can age the invoices [...]
[...] Count screen, refer to the following Wiki : CLEAN UP UNBILLED PO RECEIPTS
The Unbilled PO Receipts report should be run throughout the year as a regular procedure to spot check for purchase order receipts that may need attention or correction. However, at end of year, it is important to perform a deep-clean of the report and remove any lingering purchase order or accounts payable issues that have remained on the report throughout the year and need attention. This end of year deep clean can have several benefits:
[...]
[...] Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Review Report UDF Questions rule controls which Project Attribute UDF details can show up on the Project Review Report. Up to 10 UDF Report Codes can be set up in the rule. The Order value is used to tie each code to the corresponding report expression number.
Rule Setup – Text Fields
UDF Rpt Code: Enter the report code value (from the 'UDFs/Forms/Decision [...]
[...] Function This screen is used to generate reports detailing the status of service orders. Task Status Report
Fields/ Filters
Client: Enter the client's name. Leave this field blank to display service orders for all clients. ShipTo: Enter the Ship To name. Leave this field blank to display service orders for all Locations (ShipTos). Like Match: This checkbox will allow the ShipTo field to act as a contains search instead of a singular organization search. Start Date: Enter the start date for your report. Leave this field blank to [...]
[...] Reports >> General Ledger >> General Ledger Screen Name GLGENLEDGER Function This screen will produce a report that shows activity in the General Ledger within the specified ranges.
How To Run the Report
Enter in the Start and End periods Enter in the Start and End GL Acct ranges Select either Detailed or Summary view Apply desired filters. Data Fields & Buttons
Start Period - The period the report will start from End Period - The period the report will end on Start GL [...]
[...] Missing Default Contracts screen allows you to see the status of service order contracts Use this report to display all tasks that have a missing or a default contract This report is useful in tracking down service orders that fall outside of contract start/end dates and service orders that were updated incorrectly Fields/Filters
Client ID: Client ID for the report Client Name: Client company name for the report Start [...]
General Description
Default Menu Location Reports >> Accounts Receivable >> Cash Receipts Report Screen Shot PRINTCASHAR Function The Cash Receipts Report is used to show payments received into the company. The report has various filters that are used to report on specific customers, accounts, dates, or invoices. Report Filters
Custno: The Company ID in the field Company: The Company name (long name) to report [...]
[...] Description
Default Menu Location The Message Control screen is accessible when printing any form or report in Adjutant. Function The Message Control screen allows users to send emails, faxes, attach documents, preview reports, print, etc.
Fields/Filters
Customize: To customize a report Create New: Create a new report Preview: Preview an existing report (Must choose a report from drop down menu) Print: To print a report [...]
Default Menu Location
Reports >> Sales Force >> Customer Sales Analysis Report Click here for screenshot General Description
Customer Sales Analysis Report screen generates an analyzed report for customers by different salesperson. Fields/Filters
Customer ID: Customer code Start Date: Beginning date for the report End Date: Ending date for the report Sales Person: Sales person for the report Item: Item code Standard [...]
General Description
Default Menu Locator Reports >> General Ledger >> Financial Report Set Screen Name GLREPSET Click here for a screenshot Function The Financial Report Set is a direct to print set of reports created through the Financial Report Writer . Report Operations
Create a new report set by selecting [...]
General Information
Default Menu Location Reports >> General Ledger >> GL Distribution Report Screen Name GLDIST Function This report displays the distributions amongst the GL Accounts. GL Distribution Report Report Filters
Starting Batch Number: Filter to specific batch number Ending Batch Number: Filter to specific batch number Start Date: Filter to specific date End Date: filter to specific date Start Period: Filter to period End Period: Filter to period [...]
[...] General Information
Default Menu Locator Reports >> Accounts Receivable >> Salesperson Collections Report Screen Name ' ARSP90 Salesperson Collection Screen Function Sales Person Collection Report screen allows you to see the status of aging AR reports. Report Filters
Age From: Inventory Date or Due Date for the report [...]
General Information
Default Menu Location Reports >> Order Entry >> Customer Bookings Report Screen Name BOOKINGREPT Function Customer Bookings Report displays Sales Orders by type, by company, and their spending per year. Click here for screenshot
Fields/Filters
Date Range: Specific time frame for the report Custno: Customer number or customer code Order Type: Order type for the report Sales Person: Sales person for the report Whse: Warehouse [...]
General Description
Default Menu Location: Reports >> Accounts Receivable >> Invoice Register Report Screen Shot: INVOICESUM Function: The Invoice Register Report is used to give a list of Invoices in the system. The report also gives the invoice date, Net Amount, Freight, Sales Tax, Invoice Total, and Balance. The report can be filtered on many various fields such as customer, date, territory, status, order type, salesperson, and account manager.
Report [...]
[...] Name : AUTOSCHVIEW Function: The Auto Process Schedule screen is used to set up automatic batches and report sets. Auto Process Schedule - Click for full size Schedule
The Schedule shows a daily view of each report set and batch that is scheduled to run. You can scroll through each week by using the corresponding forward and backward buttons. The CID drop down will filter the schedule by the CID you select. Otherwise, it will show all CIDs. Double-click on any Report Set record on the screen to view more [...]
General Description
Default Menu Location Reports >> Account Receivable >> Invoice Register Report Screen Name INVOICESUM Invoice Register Report Screen Function This screen generates Invoice Register Report with the Order Number, Invoice Date, and the Invoice Amount for all the customers by a specific time frame. Report Filters
Customer ID: Customer ID. Start Date: Starting Invoice Date. End Date: Ending Invoice Date. Terr: Customer Territory (on SOLDTO screen). [...]
Default Menu Location
Reports >> Task Management >> DM Report Click here for screenshot General Description
District Manager Report(DM Report) allows users to generate a report either by "Order Date" or by "District [...]
