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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 [...]
[...] asked to continue to use raw material that is not on a BOM. If setup option 45BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 45CALCCOMP - If set, system will compare qty to assemble vs qty open, and close line if >=. 46BOMCHK - Require users to enter 1(y) or 2(n) when asked to continue to use raw material that is not on a BOM. If setup option 46BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back [...]
General Information
Default Menu Location Transaction >> Item Control >> Coil Finder Screen Name FINDCOIL Function The Coil Finder allows you to search current and past coil inventory using all data fields related to a coil. Filters Tab
The Filters Tab provides multiple fields to search by to find coils location and status The scroll box on the bottom left allows the user to narrow which warehouses to search in When relevant fields are filled [...]
[...] PO Receipt screen Screen Name: COILRECEIPT Function: This jump screen will appear when receiving a coil from a PO. It is used to enter in the details of the individual coil lot being received.
Fields
Coil # - Coil number of the coil being received Date Received - Date the coil was received Received By - Resource receiving the coil CurrWhse - Warehouse receiving the coil [...]
General Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Coil Receipt Defaults Import Screen Name : IMPORTCOILJUMP Function: The Coil Receipt Defaults screen sets the default values that prompt on coil tags as coils are received from purchase orders. The details in the attribute jump screen are defaults only, and can be overridden during the receiving process. The Coil Receipt Defaults import program allows [...]
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 [...]
General Information
Default Menu Location Transaction >> Purchase Order >> New PO Receipt Screen Name PORECNEW Function The PO Receipt Screen is used to receive the items listed on open purchase orders. This screen is also frequently accessed from the Purchase Orders screen by clicking the PO Rec button. How To Receive
Enter the purchase order number in the PO Number field. Select a line and enter the qty received in the Qty - field Do not save the PO Receipt until you have entered the quantity received for each line item. PO Receipts will update the [...]
Explanation of Variance in Value
The total cost/value on the Inventory On Hand report and Coil Finder report will most likely NEVER match when your inventory costing method is Moving Average. The reason is that the Inventory On Hand report displays the Moving Average Cost of the item and the Coil Finder displays the actual cost of each coil in stock. Moving Average Cost is changed each time inventory is added. It is never changed when inventory is relieved. For example, if you have zero inventory of a certain [...]
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 [...]
[...] 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.
[...]
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 [...]
[...] 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. [...]
General Information
Default Menu Location Maintain >> Address Book >> Contact Screen Name CONTACT Contacts- Main Screen Function Contact screen is used to view, edit, and add new users/contacts. Click here to see Contact Icon 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
Clicking the Address button will label the street address, city, [...]
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 [...]
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 [...]
General Information
Default Menu Location Maintain >> System >> CID Maintenance Screen Name CID Function The Company ID (CID) Maintenance Screen is used to maintain general system and accounting information for your company. For further detail on CID options throughout the set up see the CID Setup Options page. CID Maintenance Master
The Master tab displays basic information about the company. This information is commonly used on reports and forms. Click to open [...]
[...] 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 [...]
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 [...]
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 [...]
[...] show total band, default is off. CLEANSCRAP - CLEANSCRAP COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default the copies on CoilReceipt screen to 2. COILPROD - If set, coils must have color and gauge filled out in profile table. PWOs are grouped by GAUGE and COLOR. COILPROFILE - Adds filters for Width, Color, Material, and Gauge. CONSUMABLE - CONSUMABLE COPYATTRIBVAL - If set and item is copied, all underlying tables will be copied also. Table list assroute, catalog, [...]
[...] 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 [...]
General Info
Prompt 55 prints a new Coil Tag using the coil number or the P# (Package ID):
Prompt Walk-Through
Prompt 55 allows you to print a new coil [...]
General Information
Default Menu Location Transaction >> WMS >> Freight In-Out Process Screen Name INOUT Freight- Master Screen Function Freight , as opposed to inventory, is not bought and sold with Purchase Orders and Sales Orders. Rather, it is received , stored in a warehouse, then shipped to its next destination, using a Material Receipt ("MR") packaged with the shipment. Adjutant's main screen for processing freight is the Freight In/Out Processing window. Most freight information is entered on the Master tab. Fields/Filters [...]
Assignments This tab is used to assign the task to particular resources or users. For more information on assignments, please visit Assignments Tab Screen Info History: This tab is used to display the history of the task. It includes all updates, rescheduling, and notifications thathave been made and shows which User made the changes. Materials: this tab is used to view/add/edit/delete parts associated with the task. The grid shows all current parts associated with the task. To find out more information, please visit Materials Tab Info [...]
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 [...]
General Information
Default Menu Location Maintain >> Address Book >> Organizations How to Create a New Customer
STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will display the Organization Screen STEP 2: Click New/Add STEP 3: Add the customer's information into the corresponding fields. You may leave the ID field blank. Adjutant will automatically assign an ID. Click Save when finished. STEP 4: Click the Edit Attributes button STEP 5: Select Bill To ( Bill To Information [...]
General Information
Default Menu Location : Transaction >> Importers/Exporters >> Tasks and Time Billing >> Connection Import/Match Screen Name : WATERMATCH2 Function : Imports or updates service address/connection information for addresses within a district based on an excel spreadsheet. The following Organization Attributes need to exist in the Organization Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description [...]
[...] Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default the copies on CoilReceipt screen to 2. COILPROFILE - Adds filters for Width, Color, Material, and Gauge. CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header. CONSUMABLE - CONSUMABLE DIRITEMDET - DIRITEMDET HIDEVENDOR - Removes the Vendor Code/Name from the Inventory Labels. HOLDREC - Marks all PO Receipts with the Hold flag. [...]
[...] used to automatically assign the ABC Code based on usage or value, once usage and on-hand quantity information is available. (rarely used during item import) f26 - Pgroup - The item’s pricing group. Customer pricing may be broken into item pricing groups; e.g. customer XYZ gets 40% off PANELS, 50% off COLDFORM, and 30% off ACCESSORIES, for component
sales. Leaving this field blank can cause pricing issues if pricing is based on price group breakdowns. f27 - ComCode - The item’s commodity code. Commodity codes are used in procurement and determine which suppliers [...]
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 information [...]
