Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] after each line is completed. If enabled, process each pwo scan thru process (assume + entered each time) 48LABEL - Will print coil/coil-like tags for items assembled using Prompt 48. 74ALLOCMATCH - Validates loaded coil through 74/79 against SO Allocations and prevents loading if the lot# for the scanned P# is not already allocated to the SO. 74ALLQTY - Combines the quantity of duplicate items on a sales order when packing in prompt 74. For example, if you have item# 1234 on line # 1 with a quantity of 15 and the same item (#1234) on line # 19 with a quantity [...]
Default Menu Location Maintain -> Project Management -> Project Control -> Checklist Tab
Overview The Project Checklist feature is an Excel style grid, linked to an Adjutant Project record, that allows users to work through a checklist of customizable, predefined steps. The Project Checklist is ideally suited for projects that have a repeatable, standardized process to follow and can help make sure your personnel are following the same procedures [...]
Default Menu Location
Reports >> Project Control >> Comparative Job Cost Report Please note that this is a custom report and may not be on your menu. General Information
The Comparative Job Cost report compares five categories for each Department: Estimated Weight Estimated Cost Actual Weight Standard Cost Actual Cost The categories are summed at the bottom of the report. Department Information
There are seven Departments shown on the report: [...]
[...] Sales General Description
The County Sales reports allow tracking of missing MBMA county codes. Report Filters
Date Range: Sales order date Order Type: Sales order type Sort Orders: Customer Number, County, State Report Style: Summary, Detail Type of Report to Run
By Customer Number: CountyCode By County Summary: CountyCodeC By State Summary: CountyCodeS By State Detail: CountyCodeD By Customer Number - CountyCode
Standard Report [...]
General Information
Default Menu Location Reports >> Project Management >> Project Job Cost Report Screen Name JOBREPORT1
The Project Job Cost Report displays project cost data from the Project Job Cost tab, along with invoice and payment totals. The report data is based on invoices associated with projects included on the report. In [...]
Default Menu Location
Transaction >> Importers/Exporters >> Projects >> Project Import
General Information
The Project Importer allows you to import project information into Adjutant.
Import Project Screen
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Project Import template file (in XLS format). Export Template: Generates a blank Project Import template file [...]
Setup Options & Definitions
ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). CHKTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. ICNEWCOST - Change scrap screen to use Cost Tiers if ICNEWCOST enabled. LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry. MATCHSOL - Only Solution Codes with the same starting number [...]
Default Menu Location
Maintain >> Project Control >> Projects Accessible from the Reports tab of the Project Control screen. General Description
The Project Summary provides an active project summary or an active work order summary report. Report Filters
Project#: The project number is automatically passed when the screen runs from the Project [...]
General Information
Default Menu Location Maintain >> Project Control >> Projects Screen Name MSN1 Function Project Control Screen is used to add/edit/delete all internal and external projects for your organization. The Master tab is used to enter general information about the project.
Project Control Master screen
Fields/Filters/Buttons
Project #: Enter the project name of the project [...]
[...] determine the color coding. MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created. MSNCONTRACTTAB - MSNCONTRACTTAB MSNDROPNAME - Makes the drop folders have the XXXXXX-YYYYYY where xxxxx is the ProidID or Proj Numbe based on NEWMSNNUM setting, and YYYYY is the project name. MSNHOLDOHF - If set, change OHF counter update logic to ignore SO and WO on hold. Change SO screen to check hold status of linked project and update projhold as needed. MSNLIMITJC - If set, access [...]
[...] available as a jump screen from reports with the SaveRS button. Screen Name : SAVERS Function: Saves Report Options (dates, forms, filters, etc) so that a report can be included in a Report Set. Report Sets can be run manually from the Run Report Sets screen or they can be automatically processed by adding them to the Auto Process Schedule . Save Report Options - Click for full size Instructions
Before pressing the SaveRS [...]
Default Menu Location
Reports >> Project >> Accrued Revenue by Project Click here for a screenshot. General Description
The Accrued Revenue by Project report is a custom report written for a customer in the Metal Building Industry. The special/custom requirements are listed below: The Project must be incomplete or completed within the last 90 days. The Sales Total (sototal) field on the report [...]
Default Menu Location
Reports >> Project Control >> Weekly Project Time Sheet Click here for a screenshot General Description
The Weekly Project Time Sheet screen generates a report for the selected project based on a selected week. Report Filters
Project Number: Filter a specific project number
General Information
Default Menu Location Reports >> Project Control >> Project Grid Function The Project Grid (MSNGRID) is a research tool for displaying project records that match your selection filters.
Fields / Filters Status Filter: The Status filter will be labeled 'All Status' buy default. Clicking the 'All Status' button will display a list of selectable project statuses. Select a status checkbox to include all projects that match [...]
General Description
Default Menu Location Reports >> General Ledger >> Financial Report Writer Screen Name GLREPORT Financial report writer Header tab screenshot Financial report writer Columns tab screenshot Function Financial Report Writer has the ability to generate different reports based on GL postings. Report Header Tab
Report Name: Unique name to identify the report. Heading: [...]
General Description
Default Menu Location Reports >> MBMA >> MBMA Quarterly Report Screen Name MBMAREPORTING
NOTE - The MBMA Quarterly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Quarterly Report Overview The MBMA Quarterly Report (Shipments by County) produces either a detail or a summary report showing the MBMA order [...]
[...] CID Setup Option, PROJHELDFOR, automatically creates a Held For (rule is HOLDER) record for any new project that has the Allocate Inventory box checked.
NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on.
The CID Setup Option, PROJALLOCINV, automatically checks the Allocate Inventory box on the Project Control screen for new projects.
NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on.
Program Logic [...]
[...] generate count sheets for a manual count. Pending counts can be completed in batches or all at the same time. Once counts have been entered, either by entry on the ‘Pending Counts’ tab, or by entry via wireless scanners, the counts must be finalized, or committed. Once the counts are committed from the ‘Completed Counts’ tab, an accounting batch is created for any inventory value adjustments and the inventory records are updated with the current count. For more information on the Cycle Count screen, refer to the following Wiki : CLEAN UP UNBILLED PO RECEIPTS
The Unbilled [...]
General Description
Default Menu Location Reports >> MBMA >> MBMA Monthly Report Screen Name MBMAMONTHLY
NOTE - The MBMA Monthly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Monthly Report Overview The MBMA Monthly Report produces either a detail or a summary report showing the MBMA order items processed in the specified [...]
[...] 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 to locate and select the completed AR Invoice Details import [...]
[...] on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task.
Associating Labor With a Service Order/Task
An easy way to post time to a specific task is to right-click on the task box in the Schedule Screen and select
[...] Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function This rule controls the Project Checklist types, steps, tasks, links, and level sorting options that define the way different checklists work. The Project Checklist feature is an ADJ2020 exclusive feature.
Project Checklist Rule
The image below is the Project Checklist that is created from the rule settings in the image above. This is just provided as an example of how the rule setup affects the layout [...]
[...]
General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Review Report UDF Questions rule controls which Project Attribute UDF details can show up on the Project Review Report. Up to 10 UDF Report Codes can be set up in the rule. The Order value is used to tie each code to the corresponding report expression number.
Rule Setup – Text Fields [...]
Default Menu Location
Transaction >> Time Billing >> Approve/Edit Billing Selection Filters screen Matching Data screen Selection Filters
Selection filter screen is used to edit, approve and print pending invoices. Fields/Filters
Work Order: Enter a work order number here to load it into the Matching Data grid SvcOrd: Enter a service order number here to load it into the Matching Data grid Organization: Enter a customer here to load all of their service orders into the Matching Data grid (after they have been transferred) SPerson: Filter by salesperson [...]
Default Menu Location
Reports >> Project >> Project Backlog Report Click here for a screenshot. General Information
The Project Backlog Report displays the open dollar amount on Sales Orders that [...]
Default Menu Location
Reports >> Sales Force >> Sales Margin Report General Description
Sales Margin Report screen allows users to generate detail sales report either by 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 [...]
[...] save. BOLCONTPROJ - Change source of contact to Def Contact of Organization, or Default Contact of Project if BOLCONTPROJ is enabled. BOLFROMSO - Loads all line item descriptions and line item weights into Bill of Lading detail. BOLLOCKDATE - Prevents the Bill of Lading date from being edited once the BOL has been saved. BOLLOCKPHASE - If set, the Phase field on the BOL becomes locked to just phases of linked tasks (no free text). BOLSTKFROMSO - Loads stock line items from SO into BOL detail. Functionality [...]
[...] Location Reports >> Accounts Receivable >> AR Aging Screen Shot ARAGING Function The AR Aging report displays Accounts Receivable aged into four different periods. The time 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. [...]
General Info Default Menu Location Reports >> Project Management >> Project Budget Report Function The Project Budget Report will provide the same information that the Budgeting tab displays in a report form for a project or selection of projects.
Filters
Project # Range: Range of Project numbers to include in the report [...]
General Description
Default Menu Location Reports >> Project Management >> Revenue by Project Screen Name REVBYJOB Function The Revenue by Project generates a report based on a date range and project type.
Click here for a screenshot Report Filters
Start Date End date Project Type Warehouse Summary/Detail Standard Report [...]
