[...] may be added/edited/deleted in the Rules area of Adjutant by selecting Department from the drop-down menu. Task/Trouble Code: The name of the task. Standard tasks are available in the drop-down menu. Standard tasks may be added/edited/deleted in the Standard Task Screen. If you select a standard task, some of the fields will be automatically populated. Contract #: The applicable contract for this task. This is used to apply the correct billing rate. Click the hotlink to view the Contract Master for this contract. Contact: The contact [...]

Work Order Generator — 0.9%

General Description Default Menu Location Transaction >> Tapping >> Item Work Order Generator Screen Name WOGEN Function The Work Order Generator allows a user to generate multiple service orders (of different types if needed) for multiple addresses, all at once. How To Generate Orders Step 1: Enter the specified District in the District field. Step 2: Select the Problem Group from the drop-down menu. This filters the Problem Codes seen below. Step 3: Select the Problem [...]

Organization Attributes - Sold From — 0.8%

General Description Default Menu Location Maintain >> Address Book >> Organization Screen Name SOLDFROM Function: Organization screen is also accessible from the Adjutant Toolbar . Sold From is an attribute jump screen from the Organization Screen. Fields/Filters Misc Code: User-definable Buyer: The person who normally works with this vendor/supplier. Only people with the BUYER attribute will be available for selection in the drop-down menu. Def Receiving Location: Select the default warehouse you will receive items into [...]

Vendor Inquiries - Header — 0.8%

General Description Default Menu Location: Transaction >> Procurement >> Vendor Inquiry Screen Name: POR3 Function: This screen is used to create or modify Vendor Inquiries. Click on Add/Change/Void Vendor Inquiry Vendor: The company you are purchasing items from. Remit To: The company being paid for the purchased items. Ship To: The warehouse receiving the purchased items. PO Date: The date the purchase order is issued. Req Date: The date the items are required for receipt. Tax%: The applicable tax percentage to be applied to the purchased items. [...]

Picking Control — 0.8%

TOC} General Description Default Menu Location Maintain >> WMS >> Picklist Control Screen Name PICKCON Picking Control Function The Picking Control Screen allows users to view status and specifications of all picks in the warehouse. It also includes some basic picking functions. Pick List Tab Pick List Screen The Pick Lists tab displays all pick lists in the warehouse selected from the drop-down menu at the bottom of the window. Fields/Filters PickList#: Pick list number TermID: RF terminal to which the picklist [...]

Organization Attributes - Bill To — 0.8%

General Description Default Menu Location Maintain >> Address Book >> Organization 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 [...]

Task Grid — 0.8%

General Information Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete tasks. To view all work for a specific location, enter the address in the Location field [...]

Purchase Order - Header — 0.8%

General Information Default Menu Location The Purchase Order 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 [...]

Standard Tasks — 0.7%

General Information Default Menu 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: [...]

HOW TO - Release and Ship Freight Using a Material Receipt — 0.7%

[...] Release window. STEP 15: Choose the shipping event you just generated from the Shipping Event drop-down menu. STEP 16: Choose the appropriate RF Terminal for shipping from the drop-down menu. (In some warehouses, the drop-down menu contains only one choice, a queue . Choose the queue, and the shipment will be handled by the next available RF Terminal.) STEP 17: Check Submit for Grouping/Packing . STEP 18: Click Release . STEP 19: Check Release to Shipping . Click Release . STEP 20: Adjutant prints a Packing [...]

Standard Task - Adjutant 2.0 — 0.7%

General Information Default Menu 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 [...]

Organization Attributes - Ship To — 0.5%

General Information Default Menu Location Maintain >> Address Book >> Organization Screen Name SHIPTO Function Organization screen is also accessible from the Adjutant Toolbar . Ship To is an attribute jump screen from the Organization Screen, which defines all of the physical location information for the company. See the Add Ship To page for more information on adding a shipping location to an organization Fields/Filters Misc Code: User-defined field Ship Via: The default method used for shipping Shipping Methods are maintained in the Rule [...]

Special Price List Generator — 0.5%

General Description Default Menu Location Reports >> Item Control >> Special Price List Generator Screen Name SPRICELIST2 Special Price List Screen [...]

Recurring Task Generator — 0.5%

General Information Default Menu Location : Transaction >> Task Management >> Task Entry Screen Name : TASKREC General Description : This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring Task Generator [...]

Sales Order - Header — 0.5%

General Information Default Menu Location The Sales Order 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 [...]

Organization Attributes - Resource — 0.4%

General Description Default Menu Location Maintain >> Address Book >> Organization Screen Name Resource Organization screen is also accessible from the Adjutant Toolbar . Function Resource screen is an 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

Organization Attributes - Sold To — 0.4%