Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] scanned P# is not already allocated to the SO. 74ALLQTY - Combines the quantity of duplicate items on a sales order when packing in prompt 74. For example, if you have item# 1234 on line # 1 with a quantity of 15 and the same item (#1234) on line # 19 with a quantity of 25, this option will show that you need to pack 40 total. 74CHKPWONS - Prevents user from packing a non-stock production item using prompt 74 that has not been marked as produced. 79ALLQTY - Combines the quantity of duplicate items on a sales order when packing in prompt [...]
General Description
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 [...]
[...] matching date to blank if set. CALCDRIVETIME - Automatically calculates driving distance from the Sales Order warehouse to the Ship To address per driving directions from Yahoo. Enabling this option will slow down order entry for new Ship To locations. CCAPPROVE - Option to not block save of SO if using approvals. CHECKPACKQTY - Check entered qty vs system packqty. It Qty isnt a multiple, round to nearest multiple and notify user. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COILPROD - If [...]
[...] (dept code of WH) BUILT-UP Estimated Weight - Value of SOC Report Code = G on any line item of any Sales Order linked to the Project. Estimated Cost - UDF Report Code = CJCBU on the Estimated Dept Cost project form. Actual Weight - Weight of all line items on Project Sales Orders with a Department = Built Up Standard Cost - Actual Weight multiplied by the Std Cost per LBS as entered by the user on the report screen Actual Cost - Sum (Qty Used * Avg Cost) of all items used on Built-Up Production Work Orders [...]
[...] prices, transaction history, inventory locations, and much more. Complex pricing for purchasing and sales is easily maintained through separate item pricing and product groups. The Item Control module also allows you to maintain costs on several levels and automatically update costs based on multiple variables. It handles an unlimited number of warehouse locations, serialized items, and lot-controlled items and allows for the inclusion of freight in/out, direct, and indirect costs of the item. Attach notes to any item that automatically print on purchase orders, [...]
General Information Default Menu Location The Sales Order Icon
is located on the Toolbar
Screen Name SOR3
Function The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order.
Icons Add/Create ShipTo: Click the
button in order to create a new ShipTo for the associated Client.
Open/Close: Click this icon to open [...]
[...] detail or a summary report showing the MBMA order items processed in the specified reporting month. Sales Order line items show in the appropriate reporting sections based on their sales order date and the types of activities during the specified reporting month. The Summary report produces a single page report with the MBMA totals expressed in the format and layout similar to the online MBMA submission screen. The Detail report shows the full detail of all the MBMA reporting items that make up the Summary totals. All reported values show [...]
[...] 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 margin screen. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. INCFREIGHT - Display freight as a line item on Sales Order and Invoice. INCPACKING - Display packing as a line item [...]
[...] Batch Generator can make several batch journal entries. One of the options is the batch for Invoicing (Sales Order shipment or Time Entry billing). Many things affect which GL accounts will be debited or credited when creating an invoice. There are typically 5 accounts affected during invoicing: 1. Accounts Receivable - AR is debited in the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the invoice less sales tax. 3. Sales Tax - Sales Tax is credited in [...]
General Description
Default Menu Location Transaction >> Order Entry >> Generate Recurring Orders Screen Name RECGEN [...]
General Description
Default Menu Location Reports >> Sales Force >> Comparative Sales Report Screen Name SALESCOMPARE Function Comparative Sales report screen allows users to generate a comparison report for selected month and year to the year before. A report could be a comparison sales report for the company and among its customers or it could be a comparison of the sales teams within the company. Fields/Filters
Month: Selected month for the [...]
[...] Management >> Task Entry Screen Name : TASKREC General Description : This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring Task Generator Screen Recurring Task Generator screen is accessible from the Task Entry Screen Recurring Task Jump Screen Fields/Filters
Start Date: Select the date the recurring tasks to start End Date: Select [...]
[...]
General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Sales Order Types (Overflow) rule contains additional sales order type rule settings that do not fit in the original Sales Order Types rule.
Rule Setup – Text Fields
SO Type Code: Enter the SO Type letter code that matches the code from the Sales Order Types rule.
AR GL Account: Enter GL Account to use for AR transactions for this sales [...]
General Information
Default Menu Location Reports >> Order Entry >> Open Recurring Orders Screen Name OPENREC Function The Open Recurring Orders report displays all template sales orders in Open status. Open Recurring Orders [...]
Default Menu Location
Reports >> Sales Force >> County 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 [...]
[...] A Shipping Event can travel to a single destination or multiple destinations (as designated by the Sales Orders linked to it) and can also travel to another warehouse. Once a Shipping Event is loaded, cartons will be packed and linked to the SE and one or more Bills of Lading are typically created with it. Master Tab
SE Name: The name of the Shipping Event. You can name it anything you want and edit that name later if need be. Type: The type of SE. The values in this drop-down come from the Shipping Event Types rule . Ship Date/Time: [...]
Default Menu Location
Reports >> Order Entry >> Print Sales Order Click here for screenshot General Description
Print Sales Order screen has the ability to generate one or more sales orders and the packing lists. To print a sales order, enter the SO number. To print more than one SO, enter the beginning SO number and the ending SO number with colon in between the two numbers. Fields/Filters
Sales Order Numbers: [...]
Default Menu Location
Reports >> Order Entry >> Daily Sales by Salesperson Click here for screenshot General Description
Daily Sales by Salesperson screen generates a report for a specific time frame and a specific salesperson requested. Fields/Filters
Beginning Date: Beginning date for the report Ending Date: Ending date for the report Sales Person: Salesperson for the report Exclude Zero Dollar Lines To omit zero dollars in the report Standard Report Fields(Page Header)
Company company Date [...]
Transfer/Reorder Sales Orders General Information
Source WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items from. Target WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items to. Reset - Will reset the screen back to blank. ReNumber - Re-numbers the line items that have been transfered. Single Down Arrow - Moves the selected line item to the target work order. Double Down Arrow - Moves all line items from [...]
[...] to change a field on the header. Click the Select button to also enable searching by Customer PO, Sales Order#, or Invoice Amount.
Fields/Filters/Buttons
CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the invoice. An integrated credit card processing software package is required. TxCr Sales Tax Credit: Click this icon to issue a sales tax credit for this invoice.
The Taxable Sales Amount that is reported on the
General Information
Default Menu Location : Transaction >> Order Entry >> Sales Order Update Tool Screen Name : SOUPDATE Function: The Sales Order Update Tool allows you to update information on several sales orders at once.
Sales Order Update Tool Fields/Filters
Sono: You can enter a specific sales [...]
The Recurring Order window will appear when you click the Recurring icon for a Template type order. Click Edit and enter the frequency of the recurring order in the Frequency field. D = Days M = Months Y = Years For example, to set up an order that recurs every 1 month, enter 1m. 15d = One order every 15 days. 3m = One order every 3 months. 2y = One order every 2 years. Enter the number of times you want the order to be created in the Max Gens field. For example, a Frequency of "1m" and a Max Gens of "5" would [...]
[...] when an Invoicing batch is created. BGAUTOSO - Automatically generates the matching WIP entries for Sales Orders when an Invoicing batch is created. BGAUTOSVR - Automatically generates the matching 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. CALCSHIPSHIP [...]
[...] Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3
Function The Purchase Orders Screen is used to add, edit, and void purchase orders. The Header tab is used to enter the basic information that starts a purchase order.
Related Tabs
For more information about individual Tabs in the Purchase Order Screen please see the following: Purchase Orders - Line Items / Purchase Orders - AP Info / Purchase Orders - Receipt History [...]
Default Menu Location
Reports >> Production >> Print Production Work Orders Print Production Work Order
This screen is also called from the Production Work Order screen when the Print icon is clicked and from the Sales Order screen when a SO is submitted to production.
General Description
The Print Production Work Orders screen allows you to preview, print, and email Production Work Orders. Report Filters
First Number : The first Production Work Order you want to [...]
[...] screen. The Bill To screen also allows you to place a customer on Credit Hold. You cannot enter new sales orders for customers on credit hold. Bill To Screen
To get to the Bill To screen, open the Organization screen , select the customer, and click the BILLTO attribute. Default Credit Limit
The default credit limit amount for new customers can be set in the CID Maintenance screen. Credit Limit Calculation
A customer's credit limit is calculated by adding the current AR balance to the current Open Sales [...]
[...] 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 project before importing. Choose a file to import
Spreadsheet Format
An example spreadsheet can be downloaded here . The spreadsheet should be formatted as follows: [...]
[...] 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, CL, or STHR on Sales Order Types B, R, or S. The Invoice Total (invtotal) field on the report is limited to Invoice line items with an item code of BUILDING, CHANGEORDER, CL, or STHR. Report Filters
Production Start/End Date : This is the Production Date on the Project Control screen [...]
[...] screen allows user to implement and control the automatically calculated cutting charges for material sales that fall below a specific length requirement. The setup screen allows length controls to be established by one of four different criteria called Process Filters. The 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 [...]
[...] 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 location Report Style: Can either be a Summary or Detail report Standard Report Fields(Page [...]
