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Project Import — 2.7%

Default Menu Location Transaction >> Importers/Exporters >> Projects >> Project Import General Information The Project Importer allows you to import project information into Adjutant. Import Project Screen Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Project Import template file [...]

CID Setup Options — 2.7%

[...] WIP entries for Tasks (service orders) when an Invoicing batch is created. BGREQPROJID - Requires a Project ID to be entered before any shipped sales orders that are linked to a project can be invoiced. Only one Project may be invoiced at a time. BIGLOGO - Displays CID Logo in Full Screen mode. BILLINGNOTESREADONLY - BILLINGNOTESREADONLY BLANKESTDATE - Set the matching date to blank if set. BLANKREQDATE - Set the matching date to blank if set. BOLBYCARRIER - If enabled split up BOLs by shipto/carrier. If [...]

Project Checklist — 2.5%

Default Menu Location Maintain -> Project Management -> Project Control -> Checklist Tab Overview The Project Checklist feature is an Excel style grid, linked to an Adjutant Project record, that allows users to work through a checklist of customizable, predefined steps. The Project Checklist is ideally suited for projects that have a repeatable, standardized process to follow and can help make sure your personnel are following the same procedures [...]

Project Control - Master — 2.1%

General Information Default Menu Location Maintain >> Project Control >> Projects Screen Name MSN1 Function Project Control Screen is used to add/edit/delete all internal and external projects for your organization. The Master tab is used to enter general information about the project. Project Control Master screen Fields/Filters/Buttons Project #: Enter the project name of the project [...]

Notes Import — 2.0%

[...] General Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Notes Import Screen Name: IMPORTNOTES Function: The Import Notes screen creates Note file entries tied to Organizations, Projects, and Project Opportunities. The Notes Import does not have an Export Template option. You can find a copy of the Notes Import Template in the ABIS FTP site in \Implementation Files\Import Templates. [...]

AR Invoice Import — 1.9%

[...] 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 [...]

Project Management Setup Options — 1.7%

[...] determine the color coding. MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created. MSNCONTRACTTAB - MSNCONTRACTTAB MSNDROPNAME - Makes the drop folders have the XXXXXX-YYYYYY where xxxxx is the ProidID or Proj Numbe based on NEWMSNNUM setting, and YYYYY is the project name. MSNHOLDOHF - If set, change OHF counter update logic to ignore SO and WO on hold. Change SO screen to check hold status of linked project and update projhold as needed. MSNLIMITJC - If set, access [...]

Purchase Order Import — 1.7%

[...] 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 Import — 1.7%

[...] 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 a blank Customer Import [...]

Sales Order Import — 1.6%

[...] 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 [...]

AP Invoice Import — 1.6%

[...] Information Default Menu Location Transaction >> Importers/Exporters >> Accounting >> AP Invoice Import Screen Name IMPORTAPINV Function The AP Invoice Import screen allows users to import external Account Payable invoices into Adjutant. AP Invoice Import Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AP Invoice Header import template file (in XLS format). Note - both the Header and Distributions [...]

Vendor Import — 1.6%

[...] General Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Vendor Import Screen Name: IMPORTVEND Function: Import new vendors and update existing vendors. Vendor Import Screen File Name/Browse: Use the Browse button to locate and select the completed vendor import template file (in XLS format) Export Template: Generates a blank Vendor Import template file Map Fields: Fields must be mapped prior to importing. [...]

Project Job Cost Report — 1.5%

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 [...]

Contact Import — 1.5%

[...] General Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Contact Import Screen Name: IMPORTCONTACT Function: Import new and update existing contacts. Contact Import Screen File Name/Browse: Use the Browse button to locate and select the completed contact import template file (in XLS format) Export Template: Generates a blank Contact Import template file Map Fields: Fields must be mapped prior to importing. [...]

Import User — 1.4%

General Info Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> User Import Screen Name: IMPORTUSER Function: The Import User screen creates the User in Adjutant attribute record, links it to the Contact ID, and can complete all of the required fields in the User Details tab and the User Password Settings tab. The import program can even establish user security mimics. Many of the fields on the Import User Records template are mandatory. Required [...]

Comparative Job Cost Report — 1.4%

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: Built-Up (dept code of BU) Cold Form (dept code of CF) Fabricated Cold Form (dept code of FC) Panel (dept code of [...]

Project Phase Import — 1.4%

Default Menu Location Transaction >> Importers/Exporters >> Projects >> Project Phase Import General Information The Project Phase Importer allows you to import project phase information into Adjutant. Project Phase Import screen Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Project Phase Import [...]

Project Grid — 1.3%

General Information Default Menu Location Reports >> Project Control >> Project Grid Function The Project Grid (MSNGRID) is a research tool for displaying project records that match your selection filters. Fields / Filters Status Filter: The Status filter will be labeled 'All Status' buy default. Clicking the 'All Status' button will display a list of selectable project statuses. Select a status checkbox to include all projects that match [...]

Project Budgeting — 1.2%

General The Budgeting tab of Project Control allows setting predefined budgets for each project. Costs are grouped into each budget category based on how the rule is set up. The Purchase Order Cost, Actual Cost, and Committed Cost columns are updated based on transaction data. The Purchase Order Cost column will display the dollar value of unreceived items on PO's for each category. The Actual Cost column will display the actual cost for items shipped out for each category. The Committed Cost column will show the cost of assigned or produced [...]

Project Checklist Rule — 1.2%

[...] 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 above. This is just provided as an example of how the rule setup affects the layout [...]

Import AP Checks — 1.1%

[...] Information Default Menu Location: Transaction >> Importers/Exporters >> Accounting >> AP Check Import Screen Name: IMPORTAPCHK Function: This screen imports historical AP Check payment records tied to AP Invoice numbers in Adjutant. Import AP Checks Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AP Check Header import template file (in XLS format). Note - both the Header and Distributions files are required and must be imported at the same time. File [...]

Coil Import — 1.1%

[...] 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 have linear feet. Item codes that are not matched to an existing [...]

Project Summary — 1.1%

Default Menu Location Maintain >> Project Control >> Projects Accessible from the Reports tab of the Project Control screen. General 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 [...]

Bill of Material (BOM) Import — 1.1%

[...] 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 the data in the latest import file. Be aware, that if you have an existing BOM record with 10 input items and [...]

Item Master Import — 1.0%

[...] 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 [...]

Accrued Revenue by Project Report — 1.0%

Default Menu Location Reports >> Project >> Accrued Revenue by Project Click here for a screenshot. General Description The Accrued Revenue by Project report is a custom report written for a customer in the Metal Building Industry. The special/custom requirements are listed below: The Project must be incomplete or completed within the last 90 days. The Sales Total (sototal) field on the report is limited to Sales Order line items with an item code of BUILDING, CHANGEORDER, [...]

Allocate Inventory to Projects — 0.9%

[...] CID Setup Option, PROJHELDFOR, automatically creates a Held For (rule is HOLDER) record for any new project that has the Allocate Inventory box checked. NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on. The CID Setup Option, PROJALLOCINV, automatically checks the Allocate Inventory box on the Project Control screen for new projects. NOTE: If you are going to allocate inventory to projects, it is HIGHLY RECOMMENDED that this setup option is turned on. Program Logic [...]

Inventory Qty Import — 0.9%

[...] Description Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Inventory Qty Import Screen Name : IMPORTQTYIMP Function : Add or replace stock inventory quantities. Average Cost will be updated according to the value in the spreadsheet. Inventory Cost Tiers are not updated; they must be added using the Cost Tier Import. Inventory Quantity Import Screen Filters/Fields Item File Name/Browse: Use the Browse button to locate and select the completed Inventory Quantity import [...]

Excel BOM Import — 0.9%

[...] Description Default Menu Location : Transaction >> Importers/Exporters >> MBS/QuestWare >> Excel BOM Import Please note that the name of this screen may be different in your menu tree. Screen Name : MBSGRID Function : Imports a specifically formatted Excel spreadsheet into Adjutant as either a quote or sales order. This spreadsheet is specifically geared towards metal building/component parts. When importing as a sales order, it is assumed that you are importing the "Bill of Material" or "Shipper List" for the building, thus you are required to select an existing [...]

Payroll/Various Journal Entry Import — 0.9%

General Information Default Menu Location Transaction >> General Ledger >> GL Journal Entry >> Import Batch Screen Name GLJEBATCH Function The Journal Entry Batch Importer can be used to make payroll adjustments in the Accounting system in Adjutant. Importing Payroll Entries Payroll entries, just like any other journal entry, can be imported into Adjutant using the Import Batches Tab The Import Batches Tab (located on the GL Journal Entry Screen ) allows the selection of an Excel file to be imported. [...]

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