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.
[...] quantity of one at a time instead of the whole Production Work Order line. This option also updates the display in Prompt 86 to show the line's Piece Mark and current quantity in the new station after a successful scan. A
ACCTMGRBYORG - When enabled display account manager from parent company only. Otherwise, display all contacts with account manager attributes. ACCTMGRREQONENT - AcctMgrReqOnEnt ADDDATETOPROJOPPNO - ADDDATETOPROJOPPNO ADDSUSPECT - If enabled, suspect screen is launched after save of new Org, [...]
General Information
Default Menu Location : Transaction >> System >> Request License Update Screen Name : REQLIC Function: The Request License Update screen displays your system's license counts for each license type, and allows authorized users to request updates to license counts. Keep in mind that certain update requests may need additional review by ABIS personnel before they can be processed. Specific contractual agreements for licensing may [...]
General Information
Default Menu Location Reports >> Task Management >> Task Status Screen Name SVRREPORT Function This screen is used to generate reports detailing the status of service orders. Task Status Report
Fields/ Filters
Client: Enter the client's name. Leave this field blank to display service orders for all clients. ShipTo: Enter the Ship To name. Leave this field blank to display service orders for all Locations (ShipTos). [...]
[...] selected or auto-assigned in Shipping Event Master. This rule also controls the color associated with each status in the Adjutant 2.0 Shipping Status Dashboard.
Rule Setup – Text Fields
Status: Enter the status descriptions you want available in the Status drop-down of the Shipping Event Master screen.
Code: Enter a unique two-character alphanumeric code for each status. The codes 'DE', 'L1', 'L2', 'SH', and 'PE' are [...]
[...] 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 that status. The 'A' button will default all statuses to checked. The 'N' button [...]
General Information
Default Menu Location : Maintain >> System >> License Status Screen Name : DISPLAYLIC Function: This screen displays your system's current license ownership status. [...]
[...] Checklist is accessed from the Checklist tab in the Project Control screen. The Project Checklist will only display if a checklist has been set up in the Project Checklist rule that matches the project type of the selected project record. Some of the built-in features include: Flexible setup for multiple project types Flexible navigation with collapse/expand controls, page jumps, and footer filters Project Phase date integration with start and end dates End Date color-coded warnings Quick Task feature with time tracking Ability to link to web-based resources from each line [...]
[...] the BU DEPT Weight in the grid.
Standard Task: Enter up to five Standard Task codes that should display a status of Active, Complete, or N/A on the Project Grid. Rule Setup – Number Fields
Sorter: Enter the default sort order that the task status codes should display with an entry of 1 through 5. Rule Setup – Logic Fields
Is Task Column?: Flag this checkbox to display the associated task status as a column in [...]
General Description
Default Menu Location Reports >> Bill of Lading >> Bill of Lading Status Report Screen Name BOLSHIPLOG BOL- Status Report Function The Bill of Lading Log prints a summary report of bills of lading that have been generated. Fields/Filters
Start Date: Starting date for the report End Date: Ending date for the report Sales Order: SO number BOL/Tracking#: Bill of Lading or Tracking number Consigned to: Ship to Warehouse: [...]
[...] name Fax User ID: Fax User ID Fax Password: Fax Password RSS Feed: Enter a valid RSS Feed to display feeds on the user desktop Active User: Check this box if the user is currently active and uses the system Locked Out: Check this box to lock a user out of the system
Uncheck this box to let them log in again. This box may be checked if the user fails to log in correctly a number of times. Security
The User Security tab contains a list of all security rights the user possesses. Security Rights are assigned by CID (Company ID). Most users will have access [...]
[...] Purchase Order. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice. INCPACKING - Display Packing as a Line Item on Sales Order and Invoice. ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match. ITEMMULTINOTE - Change note screen to have 5 notes (SO, RFQ, PO, PWO and Inv) LOCKCOSTONSHIP - If enabled, cost cannot be changed from screen, or via BOM change once line [...]
[...] Shift + F11 from the Sales Order screen Function The Shift + F11 pop-up screen displays several key status event timestamps for the sales order record displayed.
Information Displayed in the Sales Order Status History screen
The Sales Order History display is accessed by pressing Shift + F11 from anywhere in the Sales Order screen. Each timestamp logged will show the date and time and the user name associated with the action. The most recent event will be listed at the top of the display [...]
[...] Text box will appear as your cursor hovers over the task box. Double-click any of the task boxes to display the Task Entry Screen for that particular task. Right-click on any of the task boxes to display a menu with the following options: Open Task: Displays the task in the Task Entry Screen Dispatched: Updates the Status tab in the Task Entry Screen Started: Updates the Status tab in the Task Entry Screen Arrived: Updates the Status tab in the [...]
[...] Master Screen Basic
Item Master - Basics Today's Prices is no longer used. The rules for pricing display is maintained in the Rule Maintenance screen by selecting Pricing for Basics from the drop-down menu. Fields/Filters
Default Supplier: Default supplier/vendor for this item Supplier Part#: Default supplier's part number for this item Unit Group: Unit group for this item Stock Unit: Stocking unit for this item Price Group: Price group for this item Product Group: Product group for this item Item GL Code: Item Transaction Category for this item Base Cost: [...]
[...] 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 for custom reporting, but is not used for tax calculations. *f13 - Terms - Payment terms for the selected invoice. Valid terms from the [...]
[...] Adjutant screens. Here is an example of how to access to the Note screen, Click here for screenshot Status List
Click here for Status List screenshot Here is [...]
[...] Respond By: When the tasks Respond By date/time passes and the task has not been punched into. Task Status Change: When the task's status changes, as seen on [...]
[...] Information
Projects can be placed on hold by editing the Project Control screen and changing the Status to one that is marked as a hold status. To create or change a Project Status to a Hold, you need to change the Project Status (PROJSTATUS) Rule . Logic
When a Project is placed on hold, all incomplete tasks linked to that project are also placed on hold. Any tasks created (via a route) after the project is placed on hold [...]
General Information
The Resource License Report screen is an attribute in the contacts screen. Click here for a screenshot Click here for a screenshot Standard Report Fields (GroupHeader1)
License [...]
[...] displayed on the Checks/Deposits/Adjustments tab. The user may select a Checking Account, Date Range, and Status. Leaving the Date Range blank will return all records for the selected checking account and status. The Group By Deposit Code/Date option is checked by default. Unchecking this option will display a Cash Receipt record for every invoice, instead of grouping them together by Deposit# or Date (if Deposit# is left blank on the Cash Receipt screen). When grouping by deposit code, the line will display [...]
[...] SOTYPE rule. *f10 - ShipTo - Ship To organization number f11 - Notes - Sales order header notes f12 - Status - Sales order status code. Valid entries are 'O' (Open), 'C' (Closed), and 'V' (Void). If Status is blank or invalid, the sales order will be set to 'O'pen status. f13 - OrdDate - This field is no longer in use f14 - EstDate - Sales Order Load Date (MM/DD/YY format) f15 - ConfirmTo - Sales order Confirm to field value (max 60 characters) f16 - Remarks - Sales order Remarks [...]
[...] tool that displays information about the organization you have selected. Click on any of the tabs to display information correlating to the organization and the tab you've selected Drill down even further by double-clicking on the item you want more information on Click the Select button to choose another organization Click Print to display the Message Control Screen To search for specific items within certain tabs, enter the item code or description and click the Search button Click the Summary button or Detail button to toggle [...]
[...] Options
Import as Unbilled: This checkbox will import the tasks in an un-billed / un-transferred status.
Import Template Columns
*Soldto: Adjutant organization ID for the customer of the task. *Billto: Adjutant organization ID for the entity responsible for paying for the task. *Shipto: Adjutant organization ID for the entity where the work needs to be done / was done. Task: Text field to serve as a title for the task. Usually a combination of the Standard Task Code and Standard Task Description. Projnum: Project number linked to the task. Phase: Phase [...]
[...] such as Purchase Orders, Sales Orders, Invoices, etc. Screen Name APPRSTAT Function The Approval Status screen tells a user if the source document has been approved or pending. Using the Approval Status Screen
1. From the source document (Purchase Orders, Sales Orders, Invoices, etc.) click on the APS button, found in the upper right hand of the screen: 2. The Approval Status screen will either show as PENDING" in Blue, or as APPROVED'' [...]
How to display a warning when the customer PO is changed
Overview
There is a setup option that will display a 'Check SqFt!'message when the customer PO is changed on a sales order. Setup
1. Make sure that the SOALERTCPO setup option exists. If you need help setting this up, please contact ABIS. 2. Enable the setup option.
Process
Once the setup [...]
[...] where the HTML Report information is generated to and stored from the HTML Report button on the Task Status report.
Task Status HTML Report Info Rule
Rule Setup – Text Fields
Web URL: This should point to a folder called HTMLREPORT in the root of the website for your domain. This folder will need to be added. Image Path: This should be the UNC path to the same place as the Web URL field is pointing to. Anyone who will be generating this report will need write access to this folder. PDF Placeholder: This is the file path to the [...]
[...] rates for the times of the day by clicking on the boxes at the bottom of the screen. Each click will display a new billing rate (i.e. Regular, Overtime, Double, Triple). In the example below, on all Fridays, 8:00AM--5:00PM is billed as Regular time and all other time is billed as Overtime. Product Pricing
Contract- Pricing Tab Product Pricing tab determines the pricing of different types of products used during a contract period. Fields/Filters
Group: Select the type of product from the drop-down menu Item: Item that will be used (Items are maintained in [...]
[...] are maintained in the Rule Maintenance screen by selecting Project Types from the drop-down menu. Status: The status of the project. Project statuses are maintained in the Rule Maintenance screen by selecting Project Status from the drop-down menu. Bill Type: The billing method for the project COD Amt: Allows for manually entering the total COD amount for the project records. The MSNCOD setup option can make this field control the COD value on linked Sales Orders (SO) and Bills of Lading (BOL). COD Balance: [...]
Default Menu Location
Reports >> Warehouse Management System >> Order Status Click here for screenshot General Descriptions
Order Status [...]
[...] characters) *f19 - RemitTo - Remit To organization number *f20 - VendNo - Vendor organization number f21 - Status - Purchase Order status code. Valid entries are 'O' (Open), 'C' (Closed), and 'V' (Void). If Status is blank or invalid, the purchase order will be set to 'O'pen status. Purchase Order Import Details File Definitions
Required fields are indicated with an * *f1 - ExtTax - Extended tax amount for the associated line item. These values will automatically recalculate if the purchase [...]
