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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 [...]
[...] 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 locations, serialized items, and lot-controlled items and allows for the inclusion of freight in/out, direct, and indirect [...]
[...] installed. ADJCCREQ1 - Requires an address and zip code to be entered before processing a credit card transaction. ADJCCUSETOKEN - Allows users to save an encrypted token instead of the full credit card data. Users must process a charge from the 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 [...]
[...] 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 [...]
General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> Customer Transaction Codes Screen Name : RULEM Function: Customer Transaction [...]
[...] the associated field (set as 1.00 in the image above) to determine the cut charge rate. Price Source-Customer Pricing: The Customer Pricing option will use the pricing in Item Master for the Cut Charge Item, along with the rules established in Customer Pricing to set the cut charges. Charge Basis-Charge Per Cut: The Charge Per Cut option will apply the cut charge to each item quantity that requires cutting according to the setup. For example, if I sell 5 items on a single line that all need cutting, the cut [...]
General Information
Default Menu Location : Maintain >> General Ledger >> Transaction Categories Screen Name : CUSTCAT Function: Transaction Categories are used to determine where revenue and costs are coded in the general [...]
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 [...]
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. [...]
General Information
Menu Location: Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Price Group Import
Screen Name: Price Group Import (PRICEIMP)
Function: The Price Group Import is used to create new 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 [...]
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, [...]
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 [...]
General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> Item Transaction Codes Screen Name : RULEM Function: Item Transaction Codes are used to drive revenue to specific accounts in the general ledger. Item Transaction Codes
Item Transaction Categories are maintained in the Rule Maintenance screen by selecting Item Transaction [...]
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 [...]
[...] 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 [...]
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 - [...]
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 [...]
[...] processor. For more information about Heartland click here. Fields
Credit Card Number: Enter the customer's credit card number here. If you are using a swipe device, make sure your cursor is in this field before you swipe the card.
Expiration Date: The expiration date of the card in MMYY format. CVV2/CVC2/CID: The security code from the back of the card. Street Number: This is the street number from either the CCDATA screen (see more about that screen here ) or the customer's Organization screen, in that order. This will be transmitted [...]
[...] 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 [...]
[...] The AR account on the CID Maintenance Screen or the AR account listed on the Bill To Screen of the customer being invoiced. The account listed on the Bill To screen will always override the CID Maintenance screen. If left blank, the CID Maintenance AR Account will always be used. Revenue
Revenue accounts are figured on an item-by-item basis; each item on the Sales Order may go to a different Revenue account. The Revenue account is derived based on nine different factors: 1. Item Transaction Category (aka ItemCat) 2. Customer [...]
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 [...]
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 [...]
[...] 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 customer Only people with [...]
General Description
Default Menu Location : Transaction >> 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.
[...]
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 [...]
[...] 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 [...]
General Description
Default Menu Location 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 [...]
[...] 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 [...]
General Description
Default Menu Location Transaction >> Accounts Payable >> Generate AP EFT File Screen Name PRINTEFT Generate AP EFT File Function Generate AP EFT screen is used to create an AP report with a selected Checking Account , a specific EFT Transaction Date , a Check Number , along with the Due Date and the Discount Date . Report Filters
Checking Account: Checking Account number used in the EFT file EFT Transaction Date: The date EFT transaction [...]
[...] 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 [...]
