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[...] screen (no assignments necessary). ALTPRINTBOX - Toggle between Getprinter and Printer Prompt type report form calls when enabled. ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSADDCOIL - If set, then coil will be adjusted into the system to meet AMS demand. AMSADDSEIP - Automatically creates an Interplant Shipping Event during the assembly process from Connex usage if the Production Work Order (PWO) is an Interplant [...]
[...] Sales General Description
The County Sales reports allow tracking of missing MBMA county codes. Report Filters
Date Range: Sales order date Order Type: Sales order type Sort Orders: Customer Number, County, State Report Style: Summary, Detail Type of Report to Run
By Customer Number: CountyCode By County Summary: CountyCodeC By State Summary: CountyCodeS By State Detail: CountyCodeD By Customer Number - CountyCode
Standard Report Fields (Header - CountyCode)
Company [...]
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 [...]
[...] available as a jump screen from reports with the SaveRS button. Screen Name : SAVERS Function: Saves Report Options (dates, forms, filters, etc) so that a report can be included in a Report Set. Report Sets can be run manually from the Run Report Sets screen or they can be automatically processed by adding them to the Auto Process Schedule . Save Report Options - Click for full size Instructions
Before pressing the SaveRS [...]
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 [...]
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: [...]
General Description
Default Menu Location Reports >> General Ledger >> Financial Report Writer Screen Name GLREPORT Financial report writer Header tab screenshot Financial report writer Columns tab screenshot Function Financial Report Writer has the ability to generate different reports based on GL postings. Report Header Tab
Report Name: Unique name to identify the report. Heading: [...]
[...] 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 Description
Default Menu Location Reports >> MBMA >> MBMA Quarterly Report Screen Name MBMAREPORTING
NOTE - The MBMA Quarterly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Quarterly Report Overview The MBMA Quarterly Report (Shipments by County) produces either a detail or a summary report showing the MBMA order items shipped/invoiced in the [...]
Default Menu Location
Reports >> Sales Force >> Sales Margin Report General Description
Sales Margin Report screen allows users to generate detail sales report either by period or by date range. When generating a report, users can either generate a report for a specific customer by entering a customer code or leaving a blank in the "Customer Number" field to generate a general report for all the customers. Fields/Filters [...]
General Information
Default Menu Location Reports >> Project Management >> Project Job Cost Report Screen Name JOBREPORT1
The Project Job Cost Report displays project cost data from the Project Job Cost tab, along with invoice and payment totals. The report data is based on invoices associated with projects included on the report. In order for details to appear on this report, the Sales Order Type Overflow (SOTYPE2) rule must be set up with sales [...]
[...] Location Reports >> Accounts Receivable >> AR Aging Screen Shot ARAGING Function The AR Aging report displays Accounts Receivable aged into four different periods. The time period groups will default to 30-60-90-120 days, but can be changed by the user. Fields/Filters
Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank. Aging Groups (Days): Number of days for the different groups on the report. Age From: The report [...]
[...] Description
The Project Summary provides an active project summary or an active work order summary report. Report Filters
Project#: The project number is automatically passed when the screen runs from the Project Screen or enter or select project number Project Name: The project name is automatically passed when the screen runs from the Project Screen or enter or select SrvOrd Primarily blank Start Date: Start date End Date: End date Report Selection
Project: Run report [...]
General Description
Default Menu Location Reports >> MBMA >> MBMA Monthly Report Screen Name MBMAMONTHLY
NOTE - The MBMA Monthly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
MBMA Monthly Report Overview The MBMA Monthly Report produces either a detail or a summary report showing the MBMA order items processed in the specified reporting month. Sales Order [...]
[...] Count screen, refer to the following Wiki : CLEAN UP UNBILLED PO RECEIPTS
The Unbilled PO Receipts report should be run throughout the year as a regular procedure to spot check for purchase order receipts that may need attention or correction. However, at end of year, it is important to perform a deep-clean of the report and remove any lingering purchase order or accounts payable issues that have remained on the report throughout the year and need attention. This end of year deep clean can have several benefits:
[...]
Default Menu Location
Reports >> Order Entry >> Sales Order Report Sales Order Report
General Description
Sales Order Report screen generates information on an open sales order. Fields/Filters
Date Range: Time frame for the report Customer: Customer code Item: Item code SO Type: Sales Order Type Sales Person: Sales Person for the report Account Manager: Account manager for the report Warehouse: Warehouse [...]
[...] Accounts Receivable >> AR Aging with Payments Screen Name ARAGINGPAY Function The AR Aging with Payments report displays the AR Aging with a Payment/Adjustment/Credit History for each invoice.
Report Filters
Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank. Aging Groups (Days): Number of days for the different groups on the report. Age From: The report can age the invoices [...]
[...] 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). Like Match: This checkbox will allow the ShipTo field to act as a contains search instead of a singular organization search. Start Date: Enter the start date for your report. [...]
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 [...]
[...] Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Review Report UDF Questions rule controls which Project Attribute UDF details can show up on the Project Review Report. Up to 10 UDF Report Codes can be set up in the rule. The Order value is used to tie each code to the corresponding report expression number.
Rule Setup – Text Fields
UDF Rpt Code: Enter the report code value (from the 'UDFs/Forms/Decision [...]
[...] Reports >> General Ledger >> General Ledger Screen Name GLGENLEDGER Function This screen will produce a report that shows activity in the General Ledger within the specified ranges.
How To Run the Report
Enter in the Start and End periods Enter in the Start and End GL Acct ranges Select either Detailed or Summary view Apply desired filters. Data Fields & Buttons
Start Period - The period the report will start from End Period - The period the report will end on Start GL [...]
General Description
Default Menu Location Reports >> Accounts Receivable >> Cash Receipts Report Screen Shot PRINTCASHAR Function The Cash Receipts Report is used to show payments received into the company. The report has various filters that are used to report on specific customers, accounts, dates, or invoices. Report Filters
Custno: The Company ID in the field Company: The Company name (long name) to report [...]
[...] Name : AUTOSCHVIEW Function: The Auto Process Schedule screen is used to set up automatic batches and report sets. Auto Process Schedule - Click for full size Schedule
The Schedule shows a daily view of each report set and batch that is scheduled to run. You can scroll through each week by using the corresponding forward and backward buttons. The CID drop down will filter the schedule by the CID you select. Otherwise, it will show all CIDs. Double-click on any Report Set record on the screen to view more [...]
General Information
Default Menu Location Reports >> Order Entry >> Customer Bookings Report Screen Name BOOKINGREPT Function Customer Bookings Report displays Sales Orders by type, by company, and their spending per year. Click here for screenshot
Fields/Filters
Date Range: Specific time frame for the report Custno: Customer number or customer code Order Type: Order type for the report Sales Person: Sales person for the report Whse: Warehouse [...]
[...] Missing Default Contracts screen allows you to see the status of service order contracts Use this report to display all tasks that have a missing or a default contract This report is useful in tracking down service orders that fall outside of contract start/end dates and service orders that were updated incorrectly Fields/Filters
Client ID: Client ID for the report Client Name: Client company name for the report Start [...]
General Description
Default Menu Locator Reports >> General Ledger >> Financial Report Set Screen Name GLREPSET Click here for a screenshot Function The Financial Report Set is a direct to print set of reports created through the Financial Report Writer . Report Operations
Create a new report set by selecting [...]
[...] General Information
Default Menu Locator Reports >> Accounts Receivable >> Salesperson Collections Report Screen Name ' ARSP90 Salesperson Collection Screen Function Sales Person Collection Report screen allows you to see the status of aging AR reports. Report Filters
Age From: Inventory Date or Due Date for the report [...]
