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.

Item Master Import — 4.2%

[...] left blank. This list is populated from the Item Held For Codes (HOLDER) Rule Maintenance record. If a catch-all code such as 'DEF' is used, make sure the HOLDER rule is set up properly. These fields can be specified in the file as well. If they are specified in the file, then these fields will be ignored. Create All Combinations: Selecting this box will create separate OHF (ITEMDET) records for each OHF combination based on the owners and held for records that have been set up. Unit Group: Sets the unit group [...]

Item Master — 2.2%

General Information Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, prices, transaction history, inventory locations, and much more. Complex pricing for purchasing and sales is easily maintained through separate item pricing and product groups. The Item Control module also allows you to maintain costs on several levels and automatically update costs based on multiple variables. It handles an unlimited number of warehouse [...]

Catch Weight Unit Information — 2.1%

General Description Default Menu Location: Maintain >> Item Master >> Catch Weight Attribute Screen Name: CWINFO Function: The Catch Weight attribute screen allows you to set up catch weight units for stock, [...]

TRACKLENGTH — 2.0%

[...] the following fields on the Settings tab of the Item Master record aren't used anymore: Base Cost, Unit Weight, Sq. Ft. #Lot tab Lengths: This button is only available if the 'Track Length' option is selected on the Settings screen. Selecting it displays a screen where you can view/add/delete the different ID1/ID2 combinations and set up formulas to calculate base cost and weight for the different length and width combinations assuming ID1 is Length and ID2 is width. Here's what the screen looks like: [...]

Comparative Job Cost Report — 1.9%

[...] 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: Built-Up (dept code of BU) Cold Form (dept code of CF) Fabricated Cold Form (dept code of [...]

Variable Quantity Item Set Up — 1.3%

[...] to three main units within a single lot controlled item. Variable quantity items can be tracked by Weight, FT (as Catchweight Quantity) and Pieces. This is useful when stocking items that not only need weight and length information, but also piece count per bundle, such as for the pipe or tubing industry. Once set up, an item's lot will carry a weight, footage and piece count per lot. The catchweight attribute will need to be used for the second unit [...]

Purchase Order Import — 1.1%

[...] used to calculate the Header and Line Item screen order amount. It is also used to set the line item unit price by dividing the ExtPrice by the QtyOrd value. These values will automatically recalculate if the sales order is opened and any related fields are edited, which may change the imported amounts. *f3 - HeldFor - Held For organization ID *f4 - RecLoct - Warehouse name in Adjutant for receiving location *f5 - ReqDate - Purchase Order line item Req Date (Required Date). If left blank, the Req Date field will be set to 01/01/00. *f6 - EstDate - Purchase Order [...]

Connection Information — 1.1%

General Information Screen Name: CONNINFO Function: This screen displays all connection, payment, and inspection information for each address. The information is derived from the Tapping Setup screen and the information that is entered when the service orders are updated/completed.This is an attribute screen located in the Organization attributes. The attribute's code is CONNECTION. Master Tab Subdivision: The subdivision selected based on what district/city the address is [...]

Transfers and Adjustments — 1.0%

[...] Correct lot or serial number to a previously entered stock item Cost - Change current stock and weight unit values Transfer Tab The Transfer tab is used to transfer stock inventory items from one warehouse to another. Fields/Filters Source Whse: The warehouse the items originated from. Target Whse: The warehouse the items are going to. Owner: The owner of the transferred items. Held For: The organization the items are held for. Item: The code of the item being transferred. This field can also be searched by entering [...]

Production Work Order - Yields — 0.9%

General Information Default Menu Location Transaction >> Production >> Production WO Master Screen Name: WOMAST Function: The Yields tab displays what has been produced for each line item on the PWO. PWO - Yields Tab Click here for a screenshot Fields/Filters The Yield and Line Item are virtually the same, however it is possible to have multiple yields for one line item. Along with completely assembling a line item, the Yields tab also allows you to reject, certify, and partially assemble any line. There are eight tabs on the Production Work Order screen. [...]

CID Setup Options — 0.9%

[...] FLATTENSER - FLATTENSER FRACCPAC - FRACCPAC FQTYPRI - On Purchase Orders, logic will use fqty to generate unit price even if purchase unit = costing unit. FTPLEPASSIVE - Allows the label engine FTP process to work in passive mode. This can be useful if active FTP ports are blocked in the customer environment. G G2EDITDEPT - Allows users to edit the production department for Production Work Orders in the Production Scheduler grid. GENBATCHPOST - Asks user if they want to post new batches after generating batches. [...]

Sales Order - Line Item Entry — 0.8%

General Information The Line Item Entry Tab is where one would input the items being sold. Sales Order Line Item Entry Tab Line Item Entry Input L#: Line number Item: Item with item code and description below Customer Part #: Customer Part #, manual input Use: DropShip: Rev#: Sell Unit: The unit used that the item is being sold by QtyOrd: The quantity of that line item being sold Sell Unit Cost: Cost per unit being sold List Price: [...]

PO Receipt Cost Update Options on the SO — 0.8%

General Information There are a few different options for updating the Sales Order (SO) line unit cost from a 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 [...]

MWF Integration — 0.7%

[...] order number. It will contain all the members for the imported job. This order will contain saved AMS information, as well as some unique configurations of the members from the MWF Excel format (see below). It is important that any member being sent from MWF exist as a produced item in Adjutant. These members, once produced through AMS, serve as the BOM for the assembled Panels. Validations * Projects need to be active with a valid phase. * There needs to be a sales order with a number that matches the project number. * All items need to exist in Adjutant [...]

Storing Credit Card Information — 0.7%

Storing Credit Card Information We have a new feature that will allow customers with credit card integration to encrypt and store a customer's credit card information. Overview There is a new organization attribute (CCDATA) that will open up a jump screen where credit card information can be entered; Stored credit card information can be used to more quickly process payments. Setup 1. Make sure the CCDATA Organization attribute is available. If it's not on your system, please [...]

Tap Setup — 0.7%

[...] the BUILDER attribute) will appear in this list. Builders are linked to an address via the Connection Information screen. You will be forced to choose a builder when entering payment for an address on the Payment tab. Subdivision : : A list of all subdivisions (linked SUBDIV children) in the District you select at the top of the screen. You can fill out the subdivision on the Connection Information screen or you can fill it out here. Please see the below videos for instructions on how to add builders and subdivisions to Adjutant. [...]

Sales Order Import — 0.6%

[...] value will be used to calculate the Line Item screen subtotal. It is also used to set the line item unit price by dividing the ExtPrice by the QtyOrd value. These values will automatically recalculate if the sales order is opened and any related fields are edited, which may change the imported amounts. *f3 - Owner - Inventory Owner organization ID *f4 - SPrice - Sell price in dollars, by SPriceUnit value. This price will remain in place as the agreed-to price, even after editing the imported line. *f5 - SPriceUnit - Sell price unit to [...]

Coil Import — 0.6%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Coil Import Screen Name : ITEMIMPORTSBS1 Function: The Coil Import program allows you to import your lot-controlled coil inventory into Adjutant. Logic behind import program: You must have item code, coil number, and actual weight filled out in the spreadsheet. If the coil is new (not in Adjutant already), you must also have linear feet. Item codes that are not matched to an existing Adjutant item code will be added to the Item Master [...]

Item Master- Attributes — 0.6%

[...] 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 attribute if the item contains a bill of material. The Bill of Material Master window will open. BUYINQB (Force to Buy in QB): This attribute will force the item to the Purchase module of Quick Buy, even if marked as produced. BUYCONFIG: This attribute can be put on an item that's on the BOM of a configurable [...]

Units of Measure — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function Set up units of measure for items in system. NAME: Enter the name of the unit as you wish it to appear in the system. BASE UNIT: [...]

IDLIST — 0.6%

[...] length (which is represented by the ID1 field). Wt Calc: This calculation can determine a specific weight for each ID1/ID2 combination. For example, if something was 3.5 lbs/ft, then you would enter 3.5 as the Wt Factor and '[id2]*[wf]' as the Wt Calc. Wt Factor: Much like the Cost Factor, this field holds the weight as it pertains to a specific ID1/ID2 combination (weight per foot, weight per square, etc.). The grid at the bottom of the screen can be used to override Base [...]

AR Invoice Import — 0.6%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Accounting >> AR Invoice Import 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 [...]

Task Grid — 0.6%

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 [...]

Task Entry Screen — 0.6%

[...] tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below. If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered. Open/Completed Tasks - Left click to view all open/active tasks for the organization. [...]

Contacts in Adjutant 2.0 — 0.5%

General Information Default Menu Location Maintain >> Address Book >> Contact Screen Name CONTACT Function Contact screen is used to view, edit, and add new users/contacts. Fields/Filters Full Name: Full name of the contact person Job Title: Contact’s official job title Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen) Address: Addresses for the selected contact person Phone numbers: There are four available fields for phone numbers of the selected contact person Email: Email [...]

Depreciation Information — 0.5%

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 [...]

Import ItemID Data — 0.5%

[...] number f2 - ID1 - Value for the item's ID1 field. For example, if ID1 is Length and you want to import information to stock a 20-foot piece enter '20' here. f3 - ID2 - Value of the item's ID2 field. f4 - Minqty - The minimum qty for ordering (in eaches) f5 - Maxqty - The maximum qty for ordering (in eaches) f6 - Basecost - The base cost for the item (per each). f7 - wtval - The weight for the item (per each). f8 - Lenval - The length of the piece. (If ID1 is lenght then import the same value here as you did for ID1.) f9 - Sqftval - [...]

Asset Information — 0.5%

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 Name: Name of the asset Owner: Owner [...]

Journal Entry Architecture - GL Mapping — 0.5%

[...] Debit is made to Stock Inventory account and a Credit is made to Accrued AP (P.O. Clearing) For more information please see the PO Receipt page AP Invoice: A Debit is made to Accrued AP and a Credit is made to Accounts Payable For more information please see the Accounts Payable page AP Check: A Debit is made to Accounts Payable and a Credit is made to a cash account For more information please see the Print AP Checks page Production of Stock Item Purchase Order Receipt: A Debit is made [...]

Hubspot API Integration — 0.5%

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 [...]

Desktop Adjutant

Navigation¶

Filter by Category