[...] 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 [...]

Customer Pricing Import — 1.2%

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 [...]

Inventory Costing Methods — 1.2%

General Information Stock inventory can be valued four different ways in Adjutant: Average Cost Specific Identification First in, First Out (FIFO) Last in, First Out (LIFO) All four methods are updated perpetually (as transactions occur in the system) and maintained at a Warehouse, Inventory Owner, and Held For level (aka OHF). A combination of Specific ID and one of the other three costing methods may be used to value inventory. Unit costs are maintained at a 4 decimal places (hundredths of a penny). Specific Identification The specific identification method [...]

Sales Order Import — 1.2%

[...] 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 [...]

Cut Charge / Freight Charge Setup — 1.1%

[...] pricing and format of the cut charges can also be customized. Once the charges are set up and tied to an item code, the calculations are handled automatically on both Sales Orders and Quotes. These automatic calculations require the SOCUTCHARGE / SOFRTCHARGE setup options to be enabled. Cut Charge Setup Screen Fields / Filters Cut Charge Item: Enter a non-stock item code from Item Master. All cut charges are controlled and set by a single item code. [...]

Comparative Job Cost Report — 1.1%

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: [...]

Customer/Vendor Part Import — 1.0%

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 the QuickBuy application, and [...]

AR Invoice Import — 1.0%

[...] 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 [...]

Coil Import — 0.9%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Coil Import Screen Name : ITEMIMPORTSBS1 Function: The Coil Import program allows you to import your lot-controlled coil inventory into Adjutant. Logic behind import program: You must have item code, coil number, and actual weight filled out in the spreadsheet. If the coil is new (not in Adjutant already), you must also [...]

PO Receipt Cost Update Options on the SO — 0.9%

[...] General Information There are a few different options for updating the Sales Order (SO) line unit cost from a linked Purchase Order (PO) line. Below are some of the CID Setup Options available, and how they work to update the linked SO cost. PORECUPSOCOST The PORECUPSOCOST is the default setup option for most customers who want to update the SO line item unit cost once the linked item is received. [...]

Bill of Material (BOM) Import — 0.9%

General Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Bill of Material (BOM) Import Screen Name BOMIMPORT Function This screen imports assembly items into the Item Master Bill of Material attribute. The BOM Import will add records if they do not exist, but can also be used to update/replace existing records. The update function will replace all matched BOM record details with [...]

Sales Order - Line Item Entry — 0.9%

General Information The Line Item Entry Tab is where one would input the items being sold. Sales Order Line Item Entry Tab Line Item Entry Input L#: Line number Item: Item with item code and description below Customer Part #: Customer Part #, manual input Use: DropShip: Rev#: Sell Unit: The unit used that the item is being sold by QtyOrd: The quantity of that line item [...]

Configurable Item (SOC) Import — 0.8%

General Description Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Configurable Item (SOC) Import Screen Name SOCIMPORT Function The Configurable Item (SOC) Import screen allows you to add or update SOC details. Use the Configurable Item (SOC) Export screen to generate the template file for this screen. The SOC Import will add records [...]

TRACKLENGTH — 0.8%

Item Master The 'Track Length' selection on the Item Master screen is a way of tracking different subsets of inventory under one item code. For example, you could have an item called FLATBAR12 for 1/2 inch thick flat bar and track all the different length and width combinations under that one item code. Any item with 'Track Length' selected should also be lot controlled. Settings Tab ID1: Enter a label here to define [...]

Production Work Order - Yields — 0.8%

[...] Master Screen Name: WOMAST Function: The Yields tab displays what has been produced for each line item on the PWO. PWO - Yields Tab Click here for a screenshot Fields/Filters The Yield and Line Item are virtually the same, however it is possible to have multiple yields for one line item. Along with completely assembling a line item, the Yields tab also allows you to reject, certify, and partially assemble any line. There are eight tabs on the Production Work Order screen. [...]

Item Detail (OHF) Import — 0.8%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Item OHF Min/Max Import (ITEMDET) Screen Name : ITEMIMPORTDET Function: The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records. Item Import (DET) [...]

Profile Import — 0.8%

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. [...]

Transfers and Adjustments — 0.8%

General Description Default Menu Location Transaction >> Item Control >> Transfers & Adjustments Screen Name ITEMXFER Function The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by: Location - Transfer inventory between warehouses Quantity - Adjust inventory to match physical counts Identification numbers - Correct lot or serial number to a previously entered stock item Cost - Change current stock and weight unit values Transfer Tab The Transfer tab is [...]

Customer Import — 0.7%

[...] 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 [...]

Stock Replenishment (Quick Buy) — 0.7%

[...] order to produce recommended restock quantities. First, the following must be true in order for an item to even show up in Quick Buy: 1. The item must be a stock item. 2a. The Projected Qty must be less than or equal to the minimum qty AND the Order Qty must be greater than zero. OR 2b. The Projected Qty must be less than zero AND the Allocated Qty must be greater than zero. The exceptions to these rules are items that are manually pushed to Quick Buy from the Sales Order screen. Buy/Make/Transfer Buy [...]

Maintain Customer Pricing — 0.7%

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 [...]

Quote Setup Options — 0.7%

[...] Set the matching date to blank if set. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save process. DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - If set, then launch new shared [...]