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Tap Setup — 3.9%

[...] address via the Connection Information screen. You will be forced to choose a builder when entering payment for an address on the Payment tab. Subdivision : : A list of all subdivisions (linked SUBDIV children) in the District you select at the top of the screen. You can fill out the subdivision on the Connection Information screen or you can fill it out here. Please see the below videos for instructions on how to add builders and subdivisions to Adjutant. Payment The Payment [...]

Payment Term Codes — 2.9%

General Information Default Menu Location : Maintain >> System >> Rule Maintenance >> Terms of Payment (TERMS) Screen Name : RULEM Function: Payment Terms are used in Quoting, Sales Orders, Invoices, Purchase Orders, and AP Invoices. How to set up payment terms 1. First, open the "Rule Maintenance" screen. "Maintain-->System-->Rule Maintenance" 2. Then, select the "Terms of Payment" rule from the dropdown: 3. Next, hit the add/new button, and then fill in the corresponding [...]

Item Master — 2.3%

[...] 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 [...]

CID Setup Options — 2.2%

[...] order instead of vendno order. APDUPREFNO - If set check for duplicate ref# (checkno) on apnoncheck payment screen. Warn if duplicate found APEDITCTRLACCT - Allows edit of Control account. APEDITDDD - Allows edit of due date and discount date. APKEEPDISTNOTE - Will copy down line notes for distributions on an AP Invoice. APMULTI1099 - Allows the user to manage multiple 1099 types per single vendor. APOVERAPR - Allows the AP Approved to Pay amount to be set higher than the AP Invoice balance. APPAPPR - Sends email to all people with pending approvals. Runs every [...]

Cut Charge / Freight Charge Setup — 2.0%

[...] 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 [...]

Point of Sale Cash Accounts — 1.8%

[...] Acct' on the POS screen and the Apply Cash Receipts Screen to match the account tied to the selected payment method. How to link the POS Cash Accounts to Payment Methods 1. Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance) 2. Select 'POS Cash Accounts' from the drop down menu. 3. Click the ADD button, and fill in corresponding fields and link the cash code to a valid payment term (details below). Rule Setup – Text Fields Cash Code (Text1,5) [...]

Vendor Inquiries - Header — 1.6%

[...] 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 [...]

Sales Order - Header — 1.6%

[...] Sales Manager: 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. Ship Via Codes [...]

Purchase Order - Header — 1.6%

Customer ABC Code Update — 1.6%

[...] 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 [...]

Connection Information — 1.4%

General Information Screen Name: CONNINFO Function: This screen displays all connection, payment, and inspection information for each address. The information is derived from the Tapping Setup screen and the information that is entered when the service orders are updated/completed.This is an attribute screen located in the Organization attributes. The attribute's code is CONNECTION. Master Tab Subdivision: The subdivision selected based on what district/city the address is located in. This information will be populated through the Tapping Setup screen. Section/Block/Lot/Tract: [...]

Reinspect Payment — 1.4%

General Description Default Menu Location: Transaction >> Tapping >> Reinspect Payment Screen Name: REINSPECT Function: The Reinspect Payment screen is used to track payment info and generate re-inspection service orders. Reinspect Payment To create a new re-inspection service order STEP 1: Open the Reinspect Payment screen STEP 2: Select [...]

How to Display Down Payment on Quotes — 1.4%

General Information 1. Attach a down payment attribute to the customer's Organization record: 2. Add that customer to a quote. Once the quote is saved, the Down Payment [...]

Processing of Point of Sale (POS) Cash Received — 1.3%

[...] shipped. Click for full size Fields/Filters Post Mark Date: The post mark date of the payment. Trans Date: The transaction date of the purchase. Open Balance: The total amount owed for the sales order. This will be automatically generated by the totals in the sales order. Payment: The amount of money put towards to sale. Discount: The discount amount in dollars. Adjustment This is for any necessary adjustments to the price. New Balance: This amount is automatically totaled based on the payment [...]

Payment Priorities — 1.3%

General Information Payment Priorities (PP) are used in Accounts Payable. They help to determine when and how an invoice should be paid. A default PP can be set up for each vendor by setting it on the Remit To screen. Note: The Remit To screen is an attribute jump screen on the Organizations screen. Payment Priority Function in RemitTo There are 9 numbers that may be used to specify the priority of the invoice. 1 is the highest priority. 8 is the lowest priority. 2 is typically a default priority. 0 is a Hold, Invoices with [...]

Standard Task - Adjutant 2.0 — 1.3%

[...] 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 [...]

Non Check Payments — 1.3%

[...] Transaction >> Accounts Payable >> Non Check Payments Screen Name: APNONCHECK Function: The non-check payment screen allows you to mark AP Invoices as paid without issuing a check. Non-Check Payment Screen The AP Invoice must have a Payment Priority of N, E, or C in order to allow you to pay it from this screen. Payment Priority of N - Click for full [...]

AP Invoice Master — 1.3%

[...] that is excluded from the discount. Ref # - Reference # Pay Priority - Select the priority of the payment. One can set a default payment priority for a vendor in the RemitTo attribute screen for that vendor. If the payment will not be a check created from the system; this is where you will set whether it is an EFT, manual check, credit card, or non check payment for the invoice. Terms - Terms of the invoice. One can set a default terms for a vendor in the RemitTo attribute screen [...]

Item ABC Codes Update — 1.3%

[...] 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 [...]

Bid Purchase Order (BIDPO) API — 1.3%

[...] Purchase Orders. There are validations built into the API to prevent invalid vendors, warehouses, terms of payment, item codes, and units from being imported. Adjutant Setup Required APIKEY Rule: The API Keys rule holds the custom string used as an Application Program Interface (API) validation key for custom interfaces. The API Key rule is set up and maintained by ABIS personnel when establishing a new API at a customer site. The API Key is typically set once during implementation and generally does not need to be changed. Refer to the API [...]

Task Entry Assignments Tab — 1.1%

[...] 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 [...]

Standard Tasks — 1.1%

[...] 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. [...]

Payment Receipts — 1.1%

The Payment Receipts screen allows you to view the Payment Voucher from the Builder. The receipt details the tapping and inspection fees paid for, and also [...]

Payment Term Codes — 1.1%

Solution Codes — 1.1%

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 [...]

Organization Attributes - Sold From — 1.1%

[...] 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 [...]

Resource Import — 1.1%

[...] 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 [...]

Customer Transaction Codes — 1.1%

[...] 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 [...]

Item Transaction Codes — 1.1%

[...] 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 - Remit To — 1.1%

[...] 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 salesperson Territory: Territory or region of the organization Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes [...]

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