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Customer Import — 4.0%

General Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Customer Import Screen Name: IMPORTCUST Function: Import new customers and update existing customers. This tool can also be used to import Ship To records. Customer Import Screen File Name/Browse: Use the Browse button to locate and select the completed customer import template file (in XLS format) Export Template: Generates a blank Customer Import template file Map Fields: Fields [...]

Organization Attributes - Bill To — 2.2%

[...] 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 may have If the DOCLIMITCHECK setup option is selected for your company, this amount will be checked in AR each time a new task or sales order is [...]

Customer/Vendor Part Import — 2.0%

[...] General Information Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Customer/Vendor Part Import Screen Name : IMPORTVPART Function : The Customer/Vendor Parts Import is used to set the alternate vendor or customer part number details for Adjutant item codes on the C/V Part tab. The Customer/Vendor Parts Import is most commonly used to set the vendor associations for items ordered through the QuickBuy application, and to set the default order source [...]

Customer Pricing — 1.8%

General Information Default Menu Location Maintain >> Item Control >> Customer Pricing Screen Name PRICEGROUP Customer Pricing Screen Function The Maintain Pricing screen is used to create and maintain item pricing rules. Setting Up a Price for a Specific Customer To set up a new pricing matrix, follow these steps: NOTE: For this example we will set up a new pricing rule for a specific customer and item. STEP 1: In the Filter section on the bottom half of the screen, [...]

CID Setup Options — 1.8%

[...] hand entered or swiped number. Once a charge is processed, the token will be received and saved to the customer. The token will be used in all future transactions for that credit card. The token is provided by Heartland Credit Card Processor and is only compatible with Heartland integration. ADJGL - Adjutant General Ledger module is installed. ADJPR - Not in Use. ADJTRANSACTION - ADJTRANSACTION AGEBYDUE - If set, agings are by due date, with new current column. ALLAPPR - ALLAPPR ALLOWOVERLAP - Disables the schedule conflict message received when assigning/scheduling [...]

Customer Pricing Import — 1.8%

[...] price group records, update existing records, or delete unwanted records. The import can create either customer pricing or vendor pricing controls. Vendor pricing groups are not as common. The Price Group Import can update either the Customer Pricing or the Vendor Pricing(Costing) screen. Adjustments to the pricing setup can easily be made by re-importing the same file after making changes. The import works to update existing records, as well as deleting unwanted records if the 'DeleteOnly' column is checked and there is an exact match. There [...]

Maintain Customer Pricing — 1.6%

General Information Default Menu Location Maintain >> Item Control >> Customer Pricing Screen Name PRICEGROUP Function The Maintain Pricing screen is used to create and maintain item pricing rules. Setting Up a Price for a Specific Customer To set up a new pricing matrix, follow these steps: NOTE: For this example we will set up a new pricing rule for a specific customer and item. STEP 1: In the Filter section on the bottom half of the screen, select which type of pricing matrix you want [...]

Credit Hold & Credit Limits — 1.6%

General Information A customer's credit limit is set on the Bill To screen. The Bill To screen also allows you to place a customer on Credit Hold. You cannot enter new sales orders for customers on credit hold. Bill To Screen To get to the Bill To screen, open the Organization screen , select the customer, and click the BILLTO attribute. Default Credit Limit The default credit limit amount for new customers can be set in the CID Maintenance screen. Credit Limit Calculation A customer's [...]

Quick New Customer Add — 1.5%

General Information The quick add new customer screen allows you to quickly add a new customer when doing order entry. Screens Fields ID - Customer ID number. Can be assigned system generated if blank or assigned manually if inputted manually. Name - Name of customer. Address - Address of customer Apt/suite - Apt/Suite City - City State - State Zip - Zip Address3 - Address3 Country - Country Area - Area Phone - Phone Fax - [...]

Item Master — 1.5%

[...] difference between Max and Min quantity. Order Qty is used in the RRQ calculation in Quick Buy. Customer/Vendor Part (C/V Part) Item Master C/V Tab The Customer/Vendor Part tab is used to maintain vendor and customer part numbers for your item codes. Vendor part numbers will be automatically entered in the Purchase Orders screen when an item is entered. You can also search by vendor part number when entering a line item on a Purchase Order. Customer part numbers will be [...]

Sales Margin Report — 1.5%

[...] 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 By Period or By Date Range : Options to choose a report type Month: Month for the report (Require only if the "By Period" is selected) Year: Year for the report (Require only if the "By Period" is selected) Beginning Date: Beginning date for the report [...]

Customer Comments — 1.4%

General Information Default Menu Location: Maintain >> System >> Rule Maintenance Function: Customer Comments are user defined comments set up in the Rule Maintenance screen and displayed on the sales order and invoice. You can select a customer comment [...]

Connection Import/Match (Water District Match Import) — 1.4%

[...] Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with BUILDERDEP form name) Subdivision attribute Connection attribute (with CONNECTION form name) If you are using the Tapping application, the Tap Sizes (TAPS) rule must be set up prior to importing connection records. Key Data Fields DCustNo - The district customer number is how the imported service [...]

Project Customer Change Tool — 1.3%

General Information Default Menu Location: Maintain >> Project Control >> Project Customer Change Tool Screen Name: PROJCUSTCHANGE Function: The Project customer change tool change all tasks, all sales orders, all production work orders, and all notes tied to the project. Project Customer Change - Click for full size Fields/Filters Project# Enter the Project ID in the open text box. The current customer will then populate the next two lines Current Billto & Current [...]

Customer Cash Receipts - Annually — 1.2%

[...] Receivable >> Cash Receipts - Annually Screen Name CASHCUSTAN Cash Receipts-Annually Sreen Function Customer Cash Receipts- Annually generates a list of annual report for every customer. Report Filter Year: Choose the correct year you want the report to generate. Order Type: Choose a report type from the menu -- Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order, ALL. Customer ID: Enter the specific Customer ID. Priority: Choose an appropriate [...]

Order Entry Setup Options — 1.2%

[...] Option to change layout of AMSBUNDLE user fields. Change layout of user fields to match new format (Pass Customer PO# to Eclipse in the User1 field, and pass the Job# to Eclipse). AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead of ams profile. AUTOQUICKCART - Automatically create a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. AVAILRED - AVAILRED [...]

Customer Transaction Codes — 1.2%

General Information Default Menu Location : Maintain >> System >> Rule Maintenance >> Customer Transaction Codes Screen Name : RULEM Function: Customer Transaction Codes are used to drive revenue to specific accounts in the general ledger. Customer Transaction Codes Customer Transaction Categories are maintained in the Rule Maintenance screen by selecting Customer Transaction Codes from the drop-down menu. When Adjutant processes [...]

Annual Customer Sales — 1.2%

Default Menu Location Reports >> Sales Force >> Annual Customer Sales Click here for screenshot General Description Annual Customer Sales screen generates a sales report for a specific customer or all customers for the year requested. Fields/Filters Year: Requested year for the report Order Type: Type of order requested for the report Customer ID: Enter specific customer ID or leave blank for all customers [...]

Customer ABC Code Update — 1.2%

General Information Default Menu Location : Transaction >> Address Book >> Customer ABC Update Screen Name : ABCCUST Function: Update the Customer ABC codes based on percentages of sales, profit, and average days to pay. Customer ABC Code What are ABC Customer Codes? ABC analysis is a business term used to define a technique used to categorize customers based on a specified criteria. ABC analysis provides a mechanism for identifying which customers provide the most business [...]

Sales Order Q&A — 1.1%

[...] to signify a ship to location that can be used for ANY sold to in the CID. Most commonly used for "CUSTOMER PICKUP (CPU)". Q: What is the "Rev#"? A: Rev# is revision number. You will see this on a lot of our transactional screens, although a lot of the coding has been counted out for this on most screens. It is traditionally used to track changes in a transaction, such as revisions made to a sales order. Q: What do the different "Types" of SOs mean? A: Type of Sales Order is used for many things, but most commonly to classify orders for reporting. In the steel [...]

AR Invoice Master — 1.1%

[...] Accounts Receivable >> AR Invoice Master Screen Name : INVMAST Function : This screen is used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice. Enter the invoice number and click Edit button to change a field on the header. Click the Select button to also enable searching by Customer PO, Sales Order#, or Invoice Amount. Fields/Filters/Buttons CC Credit Card Processing: Click the Credit Card icon to process a credit [...]

Customer Ledger Report — 1.1%

Default Menu Location Reports >> Accounts Receivable >> Customer Ledger Report Please note that this is a custom report and may not be on your menu. General Information The Customer Ledger report is a running ledger tracking invoices and payments on a customer. The report can be run by date range [...]

AR Invoice Import — 1.1%

[...] AR Invoice Import Header File Definitions *f1 - InvNo - AR Invoice number *f2 - CustNo - Sold To customer number in Adjutant *f3 - BillTo - Bill To customer number in Adjutant *f4 - ShipTo - Ship To customer number in Adjutant f5 - ShipWhse - Warehouse name in Adjutant for shipping location. This field is not required on the header file. f6 - ShipVia - Ship Via from original order. Valid ship via names from the SHIPVIA rule should be used. If an entry is found during import that doesn't match an existing [...]

AR Aging Report — 1.1%

[...] 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 can age the invoices from Invoice Date or Due Date. Include/Exclude/Deposits Only: This option applies to prepaid deposits (cash receipts that are not applied to an invoice and are marked [...]

Lead Importer — 0.9%

[...] Transaction >> Importers/Exporters >> Address Book >> Lead Importer Screen Name CONIMPORT2 General Notes Customer Numbers - If the leads should be imported with specific numbers, make sure the import file has the Custno column filled out. Customer numbers can be automatically be generated for leads during the import process if the Custno column is empty. If the customer wants to maintain some numbers, and allow Adjutant to generate the rest, confirm exactly which records should keep their numbers and which ones should [...]

Quote Setup Options — 0.9%

[...] if not, then normal number logic will be used. RFQIMPORT1 - Enabled a button on the header of the Customer Quotes screen to import a spreadsheet of items to add to the quote. RFQLOCKAM - Option to lock Account Manager in by organization attribute and not by the user. RFQLOCKPRICE - Adds the lock price checkbox from the SO screen to the RFQ screen. RFQLOCKPRICECHK - Automatically check the lock price box on line entry to RFQ. RFQLOCKSP - Option to lock Sales Person in by organization attribute and not by the user. RFQPRICENAG - Option to enable Price Update Message. [...]

AR Aging with Payments Report — 0.9%

[...] 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 from Invoice Date or Due Date. Invoice Status: Choose an invoice status, or select All to see all invoices. Salesperson: Choose a salesperson to run the report for [...]

Creating A Customer Quote/Vendor Bid — 0.9%

General Description Default Menu Location: Transaction >> Quotes >> Customer Quotes Screen Name: RFQ Function: To create customer quotes with the possibility of converting them to a sales order. Fields RFQ Imp: This button allows you to import a CSV formatted spreadsheet to create lines on an existing quote. An example of the spreadsheet can be downloaded HERE . (Spreadsheet must be converted to .csv format before importing.) One thing to note is column B needs to be labeled 'VENDOR SKU' -- that's how the program identifies [...]

Comparative Sales Report — 0.8%

[...] Year: Selected month for the year Order Type: Selected Sales Order type Priority: Priority code Customer: Customer code Order By: Comparison could be between the customer or the sales team Sales Person: Salesperson for the report Account Manager: Account Manager for the report Standard Report Fields(Page Header) Selected Month and Year cmonth(ctod(gd_passdate)) + "/" +alltrim(str(year(ctod(gd_passdate)))) [...]

Customer Sales Team Report — 0.8%

Default Menu Location Reports >> Sales Force >> Customer Sales Team Report Click here for screenshot General Description Customer Sales Team Report screen has the ability to generate a sales report either by Customer, Salesperson, or Account Manager. Fields/Filters Order Type: [...]

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