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Implementing the 1099-NEC Form for 2020 — 1.1%

[...] this guide are intended for a Systems Administrator level user or a user that has experience updating Rule Maintenance records. The Rule Maintenance screen is a powerful, system-level control screen with the potential to cause major issues if changes are not handled properly. If you have any concerns about following the steps in this guide, or have any questions along the way, contact your Strategist (aka Consultant) for assistance. Step 1 - January 2021 [...]

AR Invoice Import — 0.9%

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 [...]

Item Master — 0.9%

General Information Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item 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 [...]

Sales Order Import — 0.9%

General Description Default Menu Location Transaction >> Importers/Exporters >> Purchase and Sales Orders >> Sales Order Import Screen Name IMPORTSO Function The Sales Order Import screen allows you to import external Sales Order records into Adjutant. Sales Order Import Screen Import Screen Filters/Fields File Name(Header)/Browse: Use the Browse button to locate and select the completed Sales Order 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: [...]

Purchase Order Import — 0.9%

General Description Default Menu Location Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Purchase Order Import Screen Name IMPORTPO Function The Purchase Order Import screen allows users to import external Purchase Order files into Adjutant. Purchase Order Import Screen Fields/Filters File Name(Header)/Browse: Use the Browse button to locate and select the completed Purchase Order 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: [...]

Profile Machine Rule — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define different machines used in the production of materials. Rule Setup – Text Fields Machine: Enter the name of machine. Description: Enter the a description for the machine. Units Per Hour: Enter how you want to calculate usage for the machine. Currently, the only supported unit is 'FT'. This field is used along [...]

Profile Rule — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define production profile names used in production scheduling and reporting. Rule Setup – Text Fields Profile Name: Enter the name of production profile Rule Setup – Number Fields Profile ID: Assign a numerical ID for the profile value LBS Per Bundle: If you're using Connex integration, [...]

Profile Gauge One — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge One Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name [...]

Profile Width Three — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Three Rule Rule Setup – Text Fields Width: Enter the profile width value [...]

Profile Width Two — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Two Rule Rule Setup – Text Fields Width: Enter the profile width value [...]

Profile Width One — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width One Rule Rule Setup – Text Fields Width: Enter the profile width value [...]

Profile Color One — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color One Rule Rule Setup – Text Fields Color: Enter the profile color name [...]

Profile Gauge Two — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge Two Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name [...]

Profile Material Two — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile materials used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Materials Two Rule Rule Setup – Text Fields Material: Enter the profile material [...]

CID Setup Options — 0.8%

General Info CID Setup Options determine how Adjutant operates. They are maintained in the Company ID (CID) Maintenance . They may also be changed through Screen Setup Options . Setup Options and Definitions Numbers 45BOMCHK - Require users to enter 1 or 3 when asked to continue to use raw material that is not on a BOM. If setup option 45BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 45CALCCOMP - If set, system will [...]

Profile Color Two — 0.8%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color Two Rule Rule Setup – Text Fields Color: Enter the profile color name [...]

Project Checklist — 0.7%

[...] 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 Ability to add custom lines ‘on the fly’ Ability to create custom [...]

Setting the AR GL account by sales order type — 0.7%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders [...]

Profile Import — 0.7%

General Information Default Menu Location Transactions >> Importers/Exporters >> Item Control >> Profile Import Function This screen is used to import profile details for production items. The profile details are displayed in the Profile screen linked to the item's department attribute. The import will create profile records if they do not exist, or it can be used to updated existing profile details for matched item numbers. Screen Name IMPORTPROFILE Profile Import Screen Fields/Filters Item File Name/Browse: Use the Browse button to locate and select [...]

Project Checklist Rule — 0.7%

General 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 [...]

GL Accounts for Inventory — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The GL Accounts for Inventory rule controls is a companion rule with the Inventory vs. GL Dump Accounts (INVDUMP) rule. Both rules together control which general ledger accounts are included in the overnight inventory reporting and reconciliation features, commonly referred to as the Nite Inventory process. [...]

Inventory vs. GL Dump Accounts — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The Inventory vs. GL Dump Accounts rule controls which general ledger accounts are included in the overnight inventory reporting and reconciliation features, commonly referred to as the Nite Inventory process. Each GL account set up in this rule will be processed nightly, and will have account balances and transaction details stored [...]

Customer Import — 0.6%

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 template file Map Fields: Fields must be mapped prior to importing. If no changes have [...]

RULE-POCLEAR — 0.5%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Rule Name : POCLEAR Function: This rule defines the PO clearing accounts that should be ignored when displaying purchase variances on the Job Cost tab of Project Management. Anything linked to the PO clearing account on the AP invoice will realize cost when the linked sales order line is shipped. However, any purchase variances coded to an account other than the PO clearing [...]

Item Master Import — 0.5%

General Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Item Master Import Screen Name ITEMIMPORT Function The Item Import screen allows you to import Item Master records into Adjutant. Item Import screen Filters/Fields Item File Name/Browse: Use the Browse button to locate and select the completed Item Master import template file (in XLS format). Export Template: Generates a blank Item Master import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column [...]

Contract Master — 0.5%

General Information Default Menu Location Maintain >> Contract Management >> Contract Master Screen Name CONT1 Contract Master Screen Function General tab is used to add/edit/delete all contracts with other customers. Creating New Contracts To create a new contract: 1. Type in the Organization associated with the contract into the upper left hand box: 2. Click the 'New' button on the right side of the screen: 3. Enter in the appropriate contract info, then click the save button: [...]

Sales Order - Header — 0.5%

General Information Default Menu Location The Sales Order Icon is located on the Toolbar Screen Name SOR3 Function The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order. Icons Add/Create ShipTo: Click the button in order to create a new ShipTo for the associated Client. Open/Close: Click this icon to open or close a purchase order. Copy: Select a previously entered purchase order and click this icon to copy it to a new purchase order. S2P: This [...]

General Info About Rule Maintenance — 0.5%

Default Menu Location Maintain >> System >> Rule Maintenance Click here for screenshot General Description The icons at the top right corner of the screen are strictly for the use of programmers or system administrators. All Adding/Editing/Deleting of rules are done on this screen. Select a rule you wish to edit/view from the drop-down menu located at the top left corner of the screen. Use [...]

Organization Attributes - Bill To — 0.5%

General Description Default Menu Location Maintain >> Address Book >> Organization The Bill To Screen is accessible from the Organization screen 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 [...]

Company ID (CID) Maintenance — 0.5%

General Information Default Menu Location Maintain >> System >> CID Maintenance Screen Name CID Function The Company ID (CID) Maintenance Screen is used to maintain general system and accounting information for your company. For further detail on CID options throughout the set up see the CID Setup Options page. CID Maintenance Master The Master tab displays basic information about the company. This information [...]

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