[...] 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 [...]

Customer/Vendor Part Import — 1.3%

[...] 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 [...]

Contract Master — 1.3%

[...] name of the contract Start Date: The date contract takes effect End Date: The date contract ends Customer Contact: The contact person inside the company regarding this particular contract Internal Contact: The contact person inside your company regarding this particular contract Bill To: The company being billed for this contract Active: Check this box to make the contract active (Only active contracts may be selected in the Task Entry Screen in the Contract # field) Default: Check this box to make it the default contract for the organization (The contract will [...]

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 [...]

Customer Transaction Codes — 1.1%

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 [...]

Item Master Import — 1.1%

[...] the HELDFOR column on the import file is 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 for any imported [...]

Credit Hold & Credit Limits — 1.0%

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 [...]

Order Entry Setup Options — 1.0%

[...] 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 [...]

Organization Attributes - Sold To — 0.9%

[...] Organization Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu Price Code: Price code for billing The price code will be used to determine pricing if no contract applies to customer Price Codes are maintained in the Rule Maintenance screen by selecting Organization Pricing Codes from the drop-down menu. Account Manager: Account manager for this [...]

Quick New Customer Add — 0.9%

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 - [...]

Sales Margin Report — 0.9%

[...] 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 [...]

Connection Import/Match (Water District Match Import) — 0.9%

[...] 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 [...]

Quote Setup Options — 0.8%

[...] 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. [...]

Project Customer Change Tool — 0.8%

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 — 0.7%

[...] 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 [...]

AR Invoice Import — 0.7%

[...] 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 [...]

Annual Customer Sales — 0.7%

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 [...]

Standard Task - Adjutant 2.0 — 0.6%

[...] 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 in Rule Maintenance of Adjutant by selecting Task Priority Codes [...]

Sales Order Q&A — 0.6%

[...] 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 — 0.6%

[...] 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 — 0.6%

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 [...]

Questware to Adjutant Guide — 0.6%

[...] 5.0/95 Workbook (or earlier) 4. Use the 'BOM-Item Master Match Up' screen in order to map item codes from Questware to the item codes in Adjutant for the built up items. Items with existing cross references are displayed in Green, unmatched items are Red/Pink. Selecting the green disk saves the cross references made during the session. Both item code(Adjutant) and item description(Adjutant) are searchable. 5. Once all items have been matched, click the BLUE save disk in the upper right hand corner. The GREEN save button allows [...]