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Item Master — 3.5%

[...] Calculator Price Groups are maintained in the Rule Maintenance Screen by selecting Item Pricing Codes from the drop-down menu Comm Code: The item's Commodity Code Commodity Codes are used in the procurement system to Generate Vendor Inquiries Commodity Codes are maintained in the Rule Maintenance Screen by selecting Item Commodity Codes from the drop-down menu Prod Grp: The item's Product Group Product Groups are used to determine pricing inthe Contract Master [...]

FOB Codes — 3.2%

General Information Default Menu Location : Maintain >> System >> Rule Maintenance >> FOB Codes Screen [...]

Cut Charge / Freight Charge Setup — 2.9%

[...] in length. ItemCat - Selecting ItemCat will load the grid below with the list of Item Transaction Codes established in your system. Item Transaction Codes are established in the ITEMCAT rule and tied to items in Item Master. Select the desired item transaction category codes with the Selected checkbox and establish the Min Length below which cutting charges should be calculated. ItemClass - Selecting ItemClass will load the grid below with the list of Item Class Codes established [...]

Sales Order - Header — 2.7%

[...] The Sales Manager in charge of this Sales Order. Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. FOB: Free on Board terms. Click here for a definition. FOB terms may be added/edited/deleted in the Rule Maintenance screen by selecting FOB Codes from the drop-down menu. Ship Via: The method of shipping. [...]

Vendor Inquiries - Header — 2.7%

[...] Department from the drop-down menu. Remarks: User-definable. Ship Via: The method of shipping. Ship Via Codes may be added/edited/deleted in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: The method of freight payment. Freight codes may be added/edited/deleted in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. Order #: User-definable. Confirm To: User-definable [...]

Purchase Order - Header — 2.7%

Organization Attributes - Sold From — 2.1%

[...] organization. Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu. Ship Via: Select the default shipping method for this vendor. Shipping methods are maintained in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Freight: Select the default freight payment type for this vendor Freight methods are maintained in the Rule Maintenance screen by selecting Freight Codes from the drop-down menu. FOB: [...]

Customer ABC Code Update — 1.9%

[...] 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 to an organization based on sales, profit, or average number of days to pay. When carrying out an ABC analysis, [...]

AR Invoice Import — 1.9%

[...] details. This allows the import to complete, but could add unwanted records to the SHIPVIA rule. f7 - FOB - Free on Board value from original order. Valid FOB names from the FOB rule should be used. If an entry is found during import that doesn't match an existing FOB rule record, that entry will be added to the FOB rule with no other rule details. This allows the import to complete, but could add unwanted records to the FOB [...]

Purchase Order Import — 1.9%

[...] record set up with the Buyer attribute. If they do not match, the entry will not be imported. f14 - FOB - Free on Board value for the selected sales order. Valid FOB names from the FOB rule should be used. If an entry is found during import that doesn't match an existing FOB rule record, that entry will be added to the FOB rule with no other rule details. This allows the import to complete, but could add unwanted records to the FOB [...]

Standard Task - Adjutant 2.0 — 1.9%

[...] 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 Import — 1.9%

[...] set up with the Salesperson attribute. If they do not match, the entry will not be imported. f21 - FOB - Free on Board value for the selected sales order. Valid FOB names from the FOB rule should be used. If an entry is found during import that doesn't match an existing FOB rule record, that entry will be added to the FOB rule with no other rule details. This allows the import to complete, but could add unwanted records to the FOB [...]

Solution Codes — 1.6%

General Description Default Menu Location: Maintain ==> Time and Materials ==> Solutions Codes Screen Name: SOLCODE Function: This screen is used to add/edit/delete solution codes. Solution Codes are used to standardize [...]

Standard Tasks — 1.6%

[...] Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). 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 from the drop-down menu. SvrOrd Form: If there is a default service order form for the task, enter it here. [...]

Item ABC Codes Update — 1.6%

[...] on user-selected criteria such as usage value, on hand value, or usage qty. What are ABC Item Codes? ABC analysis is a business term used to define a technique used to categorize inventory based on a specified criteria. ABC analysis provides a mechanism for identifying which items are most valuable based on usage and cost. In turn, these groupings allow companies to determine the amount of time, management, and control is spent on particular items. When carrying out an ABC analysis, inventory items are valued (item cost multiplied by quantity issued/consumed [...]

Task Entry Assignments Tab — 1.6%

[...] available to assign to the task. Only Resources with the selected Skill Set will be available. Skill Codes are maintained in Rule Maintenance by selecting Skill Codes from the drop-down menu. For more information, please visit Skill Codes Page Bill Code: The billing code to be [...]

Customer Transaction Codes — 1.6%

[...] 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 [...]

CID Setup Options — 1.6%

[...] yellow, the Exit button red, and the Add to QB, Open PO, and Order buttons green. COLORBYDEPT - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding. COMMNOPLAN - Coded that to check every time a record needs to be written if that person has a plan, if not do not write their record to the report. COMMSELLPRICE - Commissions are based upon selling price; discounts from list are not factored. COMMSOGRP - If enabled, selected SO Types will be accounted [...]

Item Transaction Codes — 1.6%

[...] 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 [...]

Organization Attributes - Ship To — 1.6%

[...] shipping Shipping Methods are maintained in the Rule Maintenance screen by selecting Ship Via Codes from the drop-down menu. Account Number: The account number associated with their shipping/freight company, if any. FOB: Freight on Board agreement type FOB Types are maintained in the Rule Maintenance screen by selecting FOB [...]

Resource Import — 1.6%

[...] Tab. *f6 - RName - Resource full name f7 - DefSkill - Default Skill Code from the Resource Skill Codes (SKILL) rule f8 - ShowSch - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked. f9 - IsSuper - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked. f10 - WOForm - Enter the complete form name and .FRX extension to default a specific work order form for the resource. f11 - EquipID [...]

Item Commodity Codes — 1.3%

[...] are used in the procurement system to Generate Vendor Inquiries . Vendors may be assigned commodity codes in the Commodity Groups Attribute screen . Items may be assigned commodity codes [...]

Organization Attributes - Sold To — 1.3%

[...] 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 the ACCTMGR attribute will be available for selection Default [...]

Vendor Import — 1.1%

[...] address. f26 - Email4 - Contact 4 email address. f27 - Fax - Fax number for the organization. f28 - FOB - The default FOB terms for the SoldFrom record. This must match a value in the FOB rule. f29 - Freight - Freight payment terms for the SoldFrom record. This must match a value in the FREIGHT rule. f30 - IsRemitTo - Enter a 'y' if this organization should be established with a RemitTo attribute. f31 - IsShipFrom - This attribute is no longer used. f32 - IsSoldFrom - Enter a 'y' if this organization should [...]

Configurable Item (SOC) Export — 1.1%

[...] and "blue" anywhere in the itemcode) Commodity Code - This field is a range of different commodity codes for items to pull SOC questions from HeldFor - This will pull SOC questions for any items with that specific HeldFor Owner - This will pull SOC questions for any items with that specific Owner Export Format 1 - This will export the data in the format needed for the SOCIMPORT screen. Export Format 2 - This will export the data in the format needed for the SOCIMPORT2 screen. Export/Import Template Fields Note: The column layout is slightly different between [...]

Project Grid Defaults — 1.1%

[...] SETUP: Rule Setup – Text Fields Code: The only valid entries are BOM TYPE and BU DEPT. These codes work with the corresponding value in the 'Value' field to specify the Sales Order type or Production Department that should update the weight totals in the grid. Value: Enter the Sales Order type (or types separated by a comma) that should feed the BOM Weight column. Enter the Department code that should feed the BU DEPT Weight in the grid. Standard Task: Enter up to five Standard Task codes that should display a status of Active, [...]

Coil Import — 1.1%

[...] the spreadsheet. If the coil is new (not in Adjutant already), you must also have linear feet. Item codes that are not matched to an existing Adjutant item code will be added to the Item Master as a placeholder item. Item codes/coil#s that match an existing item/lot# will be updated with the new data from the import. Coil Import Screen Item File Name/Browse: Use the Browse button to locate and select the completed Coil import template file (in XLS format). Export Template: Generates a blank Coil import template file Map Fields: [...]

Project Budget Map — 1.1%

[...] Maintain >> System >> Rule Maintenance Function The Project Budget Map rule controls the Item Commodity Codes and user-defined project budget codes linked to Project Types to define budgets on the Project Budgeting tab. Rule Setup – Text Fields Project Type: This field references the two character Project Type code from the Project Types rule. This is used to set up budgets for each specific Project Type. Item CommCode: This field references the Item Commodity Code to use when grouping transactions into budget categories. A commodity [...]

Sales Order Configurator (SOC) Report Code Standards — 1.1%

General Information Sales Order Configurator (SOC) report codes can be entirely custom, but there are some report codes that have been established as standards for use with various Adjutant features or Adjutant integrations. Below are the established report codes [...]

Bill Codes — 1.1%

General Description Default Menu Location: Maintain >> System >> Rule Maintenance >> Billing Codes Screen Name: RULEM Function: Bill codes [...]

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