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General Information
Function: The Organization screen lists all organizations’ key information. Users can also edit existing and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.) Organization Master Screen Organization Icon in the Toolbar
Fields/Filters
ID: ID # of the organization (Leave this blank when [...]
General Description
Default Menu Location : Maintain >> Address Book >> Organizations
The Organization screen is also accessible from the Adjutant Toolbar
Screen Name : ENT Function : The Organization screen lists all organizations’ key information. Users can also edit existing and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.) Organization [...]
[...] company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting to update existing organizations with an import file that has custnos entered. If this box is unchecked, and the import file contains custnos that already exist, the import process will create new organizations for the duplicates using the default org numbering logic. Validate Custnos: Checking this box will validate [...]
General Information
Default Menu Location Maintain >> Address Book >> Organization Screen Name MENT From the Organization screen, click on the green hammer on the right of the screen to access the Organization Air Hammer screen. The Air Hammer is a drill-down 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 [...]
[...] shipment in Adjutant and in the warehouse. Supplier : The supplier providing the shipment. Enter the organization code in the first blank, then press Enter and the full name of the organization appears in the second blank. Click on the underlined word to bring up a list of suppliers. Sold To : The organization that purchased the shipment. Enter the organization code in the first blank, then press Enter and the full name of the organization appears in [...]
[...] company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting to update existing organizations with an import file that has vendnos entered. If this box is unchecked, and the import file contains vendnos that already exist, the import process will create new organizations for the duplicates using the default org numbering logic. Validate Vendnos: Checking this box will validate [...]
General
Screen Name: ORGTEMP Function: The Pending API Organizations screen shows all organization submissions that have been filled out on the new Public API screen. From here, people can review and edit entries before pushing them through to Adjutant to be created as a live Organization with the Suspect attribute.
Buttons & Fields
Ignore Selected: Removes all selected entries from this list without creating Organization records in Adjutant. Add Selected: Adds all selected entries as Organizations [...]
[...] everything you have entered. Open/Completed Tasks - Left click to view all open/active tasks for the organization. Right click to view all completed tasks for the organization. Customer (Sold To): The customer this task is being performed for. Click on the Customer link to go to the Organization Screen for the information regarding this organization. Only the organizations assigned with a Sold To attribute will be available for selection. Bill To: This is where the invoice [...]
General Information
Default Menu Location Maintain >> Address Book >> Organization Organization Screen is also accessible from the Adjutant Toolbar To edit the list of attributes for an organization or see all of the available attributes, click the Edit Attributes button Edit Attributes and Hide Attributes button toggle between current attributes assigned to the organization and all of the other attributes available Check the box to the right of the attribute to add it [...]
General Description
Default Menu Location: Maintain >> Address Book >> Organization Organization screen is also accessible from the Adjutant Toolbar . Screen Name: SOLDTO Function: Sold To is an attribute jump screen from the Organization Screen. Sold To Screen Fields/Filters
Misc Code: User-defined field Salesperson: Salesperson for this organization Only people with the SALES attribute will be listed for selection in the drop-down menu Territory: Territory [...]
[...] address/connection information for addresses within a district based on an excel spreadsheet. The following Organization Attributes need to exist in the Organization Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with BUILDERDEP form name) Subdivision attribute Connection attribute (with CONNECTION form name) If you are using the Tapping application, the Tap [...]
[...] search results
Results
Record Finder- Results Screen To schedule a new task for the selected organization, click the New Task icon on the right side of the screen. You may also double-click the organization in the results grid; this will display the Task Entry Screen. To create a new Sales Order for the organization selected, click the Sales Order button To create a new Customer Quote for the organization selected, click the Customer Inquiry button To create a new Purchase [...]
[...] changed. Refer to the API Keys Rule Maintenance Wiki for details on setting up this rule.
Pending Organization Screen: The Pending API Organizations screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.
Hubspot API Service: [...]
[...] field can be used during the import process to assign up to 3 characters as a leading Custno value. Organization Attributes - The lead import process can attach additional customer attributes to imported records. If additional attributes need to be assigned during import, the attribute must be flagged to display on the Import screen in the ATT_ENT rule. Rule Maintenance Records - Below are the Rule Maintenance details that should be set in order to track the most data for imported leads: Suspect Lead Sources (SOURCE_ENT) Suspect Market Segment (MKTSEGMENT) Suspect [...]
General Description
Default Menu Location Maintain >> Address Book >> Organization Screen Name SOLDFROM Function: Organization screen is also accessible from the Adjutant Toolbar . Sold From is an attribute jump screen from the Organization Screen. Fields/Filters
Misc Code: User-definable Buyer: The person who normally works with this vendor/supplier. Only people with the BUYER attribute will be available for selection in the drop-down menu. Def Receiving Location: Select the default warehouse [...]
Default Menu Location
Reports >> Address Book >> Organization Report Click here for a screenshot General Description
The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system. Filters
Organization Name: The name of the company you want to search for. Leave this field blank to search all. From this screen you can choose to include or omit the following information on the [...]
[...] mins, 6am to 7pm M-F. APPRAPREMITTO - Generates separate approvals for both the Sold From and Remit To organization on AP invoices - provided the organizations have separate approvals set up. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. APPREMAILOK - Controls sending of emails through the approval screen. Enable to be able to approve in approval screen. APPRPOREMITTO - Generates separate approvals for both the Sold From and Remit To organization on purchase orders [...]
General Information Default Menu Location Maintain >> Address Book >> Organization
Screen Name SHIPTO
Function Organization screen is also accessible from the Adjutant Toolbar .
Ship To is an attribute jump screen from the Organization Screen, which defines all of the physical location information for the company. See the Add Ship To page for more information on adding a shipping location to an organization
Fields/Filters Misc Code: User-defined field
Ship Via: [...]
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 open balance a customer [...]
[...] the barcode on the MR Label with a light pen). Press Enter . STEP 3: Type or scan the code for the organization to which the package was sold into the Sold To: blank. Press Enter . The name of the Sold To organization appears in the blank to the right and the cursor advances to the next row. STEP 4: Type or scan the code for the organization to which the package was billed into the Bill To: blank. Press Enter . The name of the Bill To organization appears in the blank to the right [...]
General Description
Default Menu Location Maintain >> Address Book >> Organization Screen Organization- Logo Finder Screen Logo Finder is a "jump screen" from the Organization screen. It searches for logos and pictures from the organization [...]
General Information
Default Menu Location Transaction >> Importers/Exporters >> Accounting >> Chart of Accounts Import Screen Name IMPORTGL Function Imports the Chart of Accounts for the General Ledger .
Chart of Accounts Import Screen Contact your Implementation Consultant for a copy of the most current Chart [...]
From Wikipedia, the free encyclopedia A chart of accounts ( COA ) is a created list of the accounts used by a business entity to define each class of items for which money or the equivalent is spent or received. It is used to organize the finances of the entity and to segregate expenditures, revenue, assets and liabilities in order to give interested parties a better understanding of the financial health of the entity. The list can be numerical, alphabetic, or alpha-numeric. The structure and headings of accounts should assist in consistent posting of transactions. [...]
[...] General Description
Default Menu Location Maintain >> Address Book >> Organizations Screen Name MENT Organization screen is also accessible from the Adjutant Toolbar .
Remit To is an attribute jump screen from the Organization Screen . Fields/Filters
Tax Rate: Tax rate for payments Terms: Agreed terms of payment Payment Terms are maintained in the Rule Maintenance screen by selecting Terms Codes from the drop-down menu Misc Code: User-definable Discount: The percentage discount agreed upon, if any Salesperson: The vendor's [...]
General Description
Default Menu Location Maintain >> Address Book >> Organization Screen Name Resource Organization screen is also accessible from the Adjutant Toolbar . Function Resource screen is an attribute jump screen from [...]
[...] Blank or invalid import entries will use the first entry from the 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 field value (max 100 [...]
[...] are described below. Client: The customer/client you wish to view tasks for. This entry will be an organization with a Sold To attribute that has been previously set up in the Organization Screen. Click the Client link to view the client's information in the Organization Screen. Location: The location the task is performed. This entry will be an organization with a Ship To attribute. [...]
[...] on several forms, including sales orders and invoices.) Master ENT: The same Code as entered in the Organization Screen for your organization Paths/Remote Transfer
The Remote Transfer tab is used to supply network directory information for folders that Adjutant commonly uses. Adjutant will display a warning message at login if it cannot locate these folders.
Accounting Backend
The Accounting Backend tab contains information about a third party accounting package if one is in use.
The Posting Window field controls when transactions [...]
[...] Duplicate Organizations Screen Name : CLEANENT Function : This screen is used to merge the records of an organization that has been duplicated. Instructions
THERE IS NO UNDOING A MERGE. THIS IS A PERMANENT CHANGE.
All records linked to the Deleted organization are moved to the Main organization, including contacts.
You should review the contact records after merging to verify that duplicate contacts weren't created. If they were, you should be able to delete the dup contacts (there is no contact [...]
General Information
Default Menu Location Reports >> General Ledger >> Chart of Accounts Report Screen Name GLCOA Chart of Accounts [...]
