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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 [...]
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 [...]
[...] Customer Import File Definitions
f1 - Company - Name of Company/Organization f2 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. f3 - Address1 - Physical Street Address f4 - City - Physical Address City Name f5 - State - Physical Address two-letter postal abbreviation for the state f6 - ZipCode - Physical Address Zip Code (you can use zip+4 if you have it)
http://www.abiscorp.com/faq/index.php?title=Special:Preferences [...]
Shipping Contact General Information
The main function of the Shipping Contact is to designate a contact on the order for the specific shipping location. This might be the main contact at the job site that needs to know specific delivery information such as the shipping window. With the proper set up, the Logistics coordinator can contact the main shipping contact on the order with the push of a button, providing relevant [...]
General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Contact Import Screen Name: IMPORTCONTACT Function: Import new and update existing contacts.
Contact Import Screen
File Name/Browse: Use the Browse button to locate and select the completed contact import template file (in XLS format) Export Template: Generates a blank Contact Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been [...]
How to send out text message updates for a sales order
Overview
Adding a contact attribute (SMSUPDATE) will allow customers (contacts) to receive text messages at the following stages of a Sales Order's life cycle:
Items are sent to production (S2P button on the sales order) Items are produced (PWO is complete) Shipping Event has a status of "Shipped" Shipping Event is marked as "Delivered" Setup
1) Fill out the text message address for contacts
The first step is to fill out the contact's 'Email 2' with their phone number in [...]
[...] Lead Import File Definitions
f1 - Company - Name of Company/Organization f2 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. f3 - Email - Main email address (use the address that invoices will typically be sent to) f4 - Address1 - Physical Street Address f5 - City - Physical Address City Name f6 - State - Physical Address two-letter postal abbreviation for [...]
[...] General Information
Default Menu Location Maintain >> System >> Rule Maintenance Function The Air Hammer Default Days rule controls the default look-back date range for each associated Air Hammer screen. By default, each Air Hammer screen will show the last 30 days of records if no overrides exist in this rule.
Rule Setup – Text Fields
Screen: Enter the system-defined [...]
General Description
Default Menu Location Maintain >> Address Book >> Contact [...]
[...] Auto-Process (Single Report per Customer) is selected. The attached documents will be sent to the AR Contact. ARSTATECR1ST - Alter the Customer Statement report to allow the Invoices to be sorted by the grouping with negative balances first and then positive balances. Will flag credits with sorter1 = 'x', this will move them up in the sort order. ARSTATEDELOCR - Changes the "Exclude Credits" checkbox to only exclude Open Credit invoices. Other types of negative invoices, such as credits made from material returns, will still show up on the Statement. ARSTATESKIPDEP [...]
[...] Buyer - Default person that issues purchase orders to the vendor. This must match the full name of a contact with the Buyer attribute. f12 - CheckMemo - A memo/note that prints on the A/P check. Max 65 characters. f13 - City - Physical Address City Name f14 - Company - Name of Company/Organization f15 - Contact1 - Default Contact for the organization. This will list them as the contact on the organization and make a contact record listing them as the default contact. [...]
[...] from the pull-down menu) Phone: Organization phone number Fax: Organization fax number Email: Contact email address (Click Email to send an email from the Adjutant) Contact: Main contact person’s name for the organization
PLEASE NOTE: Entering a contact name while ADDING an Organization will also create a new Contact. Entering a contact name while EDITING an Organization will NOT create a contact [...]
[...] 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 about In the example, Asset Information - Air Hammer Screen, double-clicking on the Service Order number will bring up the Task Entry [...]
[...] sends an ACH formatted file per AP check paid. This process can also send a formatted email to the AP Contact of the check recipient, or a default email address of your choice. Below is a breakdown of the screens involved, and the required setup. Screens Involved
- Rule Maintenance - Checking Accounts - Contacts - Generate AP EFT File
Required Setup Rule Maintenance : First requirement is to setup the ACH Data Setup rule. GL Account - Here you will specify the checking account from which payments will be made. File Name - This is where you will specify the name [...]
[...] >> Address Book >> Organization Screen Name MENT From the Organization screen, click on the green hammer on the right of [...]
[...] of the email will be listed as the Owner of the note if the sender is a Note Owner (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the owner will be blank. The sender of the email will be listed as the Add User of the note if the sender is a User in Adjutant (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the [...]
[...] from the pull-down menu) Phone: Organization phone number Fax: Organization fax number Email: Contact email address (Click Email to send an email from the Adjutant) Contact: Main contact person’s name for the organization
PLEASE [...]
[...] 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 to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the [...]
[...] can be changed in the FREIGHT rule. COD Amount: The COD Amount from the SO. This can be changed. Contact: The contact person. This info is pulled from the default contact of the customer; or the default contact listed on the Project the SO is linked to. Ship Status: The shipment status of the SO. These options can be changed in the BOLSHIPSTATUS rule. On Site Date: The date and time the shipment is expected to arrive. Cashiers/Company Check: Check [...]
Default Menu Location
Maintain >> Address Book >> Contact AR Contact: Will direct AR-type documents (AR [...]
[...] General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> PHONECODE (Contact Phone Number Types) Screen Name : RULEM Function: Determines what types of phone numbers appear on the Contact screen . You can have as many different types as you need, however only 4 will appear by default on the Contact screen. Rule Maintenance - Phone Code Screen
Fields
Phone Name : Enter the name of the type of phone number. Code : Enter a two letter code used for the type of phone number. [...]
[...] and service orders started/completed after this date cannot be applied to this contract
Customer Contact: Select the contact person inside the organization regarding this particular contract
Internal Contact: Select the contact person inside your company regarding this particular contract. This is the contract manager. Only people with the Contract Manager attribute will be available for selection
Bill To: Enter the customer being billed for this contract
Allow Non-Listed [...]
[...] IMPORTUSER Function: The Import User screen creates the User in Adjutant attribute record, links it to the Contact ID, and can complete all of the required fields in the User Details tab and the User Password Settings tab. The import program can even establish user security mimics. Many of the fields on the Import User Records template are mandatory. Required fields are noted below in the file definitions section. The Password Settings fields must be filled in on the import file. CID password setting defaults are not loaded during the import. Import User File Screen [...]
[...] you have any concerns about following the steps in this guide, or have any questions along the way, contact your Strategist (aka Consultant) for assistance. Step 1 - January 2021 Desktop Release
The January 2021 Desktop Software Release, available on Monday, January 18, contains the updated forms and the development needed to support the changes and produce the 1099-NEC form for tax year 2020. All customers who need to produce 1099-NEC forms from Adjutant should update their Desktop platform to the January 2021 release. Follow the procedures outlined in the End [...]
[...] AddUser - Desired Add User for the note. If left blank, it will default to the logged in UserID. Contact - Contact full name. Must match the contact record name exactly. *CustNo - Organization number associated with the note. A CustNo or at least an Owner should always be entered. Without one or the other, the note will only be visible in SQL (or possibly by looking it up in a linked record such as Project or Project Opportunity). DateIn - Primary note date. If left blank it will default to the system import [...]
[...] This is a checkbox that designates whether a customer has been contacted for shipping or not. The "Contact Customer" button will prompt the user to mark that box during the contact process. [...]
[...] to apply the correct billing rate. Click the hotlink to view the Contract Master for this contract. Contact: The contact for this task. Contacts listed for the selected organization and your organization are available in the drop-down menu. [...]
[...] number goes here. Q: What does "Confirm to" mean?
A: Confirm to can be an internal or external contact which allows you to list a user defined name or text. There is a setup option that throws in the add user's userid. Q: What is the "Order #" for?
A: Order number is a UDF text field for a miscellaneous order number. Q: What is the "Contract #" for?
A: Contract number allows you to link the order to an existing contract in the contract master for that company. Q: What is the "Remarks" field for?
A: It is for miscellaneous remarks Q: What are the "Certs" [...]
[...] rule. f8 - SP - Salesperson name on the invoice. Salesperson entries should exactly match an existing Contact record set up with the Salesperson attribute. If they do not match, the entry will be imported to the datatable, but it will not display in AR Invoice Master. f9 - PoNum - Customer PO number from the original order f10 - HeldFor - Held For organization ID. This field is not required on the header file. f11 - SoType - Sales Order type. This field is no longer in use. f12 - TaxRate - Tax rate percentage. This value is imported to the datatable, and can be used [...]
[...] mail@server.com .Obviously you can add a title: [mail@server.com|Contact us] becomes Contact us If you want to add a subject to your email, use [mail@server.com?subject=Wiki [...]
