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[...] coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 45CALCCOMP - If set, system will compare qty to assemble vs qty open, and close line if >=. 46BOMCHK - Require users to enter 1(y) or 2(n) when asked to continue to use raw material that is not on a BOM. If setup option 46BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 46REQFULL - If set then require 100% assignment [...]
[...] 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 [...]
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 [...]
[...] TR) Warehouse (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 [...]
[...] 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 [...]
[...] blank if set. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save 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 [...]
[...] 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 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 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 [...]
General Description
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 and Details files are required and must be imported at the same [...]
[...] color-coded warnings Quick Task feature with time tracking Ability to link to web-based resources from each line Ability to add custom lines ‘on the fly’ Ability to create custom templates for variations on the standard checklist Project Checklist Setup Project Checklists are set up in the Project Checklist (PROJCHECKLIST) rule in Rule Maintenance. Checklists are created in the rule and tied to a specific project type. You can have one set of master checklist items per project type. However, you can create multiple checklists in the rule as [...]
[...] Production WO Master Screen Name: WOMAST Function: The Yields tab displays what has been produced for each line item on the PWO. PWO - Yields Tab Click here for a screenshot Fields/Filters
The Yield and Line Item are virtually the same, however it is possible to have multiple yields for one line item. Along with completely assembling a line item, the Yields tab also allows you to reject, certify, and partially assemble any line. There are eight tabs [...]
[...] alert user. CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default the copies on CoilReceipt screen to 2. COILPROFILE - Adds filters for Width, Color, Material, and Gauge. CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header. CONSUMABLE - CONSUMABLE DIRITEMDET - DIRITEMDET HIDEVENDOR - Removes the Vendor Code/Name from the Inventory Labels. [...]
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 [...]
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 [...]
[...] QUICKBUY Function : The Quick Buy screen makes recommended stock replenishment purchase and production orders for items based on inventory availability and min/max settings. You can also transfer items from one warehouse to another from Quick Buy. Quick Buy - Click for full image
Basic Guidelines for Items in Quick Buy
The Quick Buy screen follows some basic guidelines in order to produce recommended restock quantities. First, the following must be true in order for an item [...]
[...] the cost by assembled part owner is captured in ITEMMOH,ITEMMOD. INCFREIGHT - Display freight as a line item on Sales Order and Invoice. INCPACKING - Display packing as a line item on sales order and invoice. LABELDIFF - New screen to allows setup of custom Inventory labels for Custom/Item pairs. Change InvLabel generation points to use custom label if found (LABELDIFF CID option enables). MATCHOUTTOIN - If set, and all inputs and outputs are the same unit, then adjust the yield [...]
General Information
There are a few different options for updating the Sales Order (SO) line unit cost from a linked Purchase Order (PO) line. Below are some of the CID Setup Options available, and how they work to update the linked SO cost. PORECUPSOCOST
The PORECUPSOCOST is the default setup option for most customers who want to update the SO line item unit cost once the linked item is received. The PORECUPSOCOST option requires that the PO line [...]
[...] alert user. CLEARPOMSN - Clears the Project ID and phase fields on the purchase order for each new line item. CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header. CONSUMABLE - CONSUMABLE DIRITEMDET - DIRITEMDET EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. ITEMEXACT - Displays item in item master [...]
This screen is used to move/merge line items from one sales or service order onto another. You can also reorder line items on the order. The line items will not appear to be transferred on the original work orders, but the invoice will reflect your changes. The invoice will contain all descriptions of work performed from both work orders. [...]
[...] click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK. Default Warehouse: Sets the warehouse location for any imported items where [...]
[...] Contact of Organization, or Default Contact of Project if BOLCONTPROJ is enabled. BOLFROMSO - Loads all line item descriptions and line item weights into Bill of Lading detail. BOLLOCKDATE - Prevents the Bill of Lading date from being edited once the BOL has been saved. BOLLOCKPHASE - If set, the Phase field on the BOL becomes locked to just phases of linked tasks (no free text). BOLSTKFROMSO - Loads stock line items from SO into BOL detail. Functionality is same as BOLFROMSO, but [...]
[...] 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: [...]
[...] General Info
Prompt 45 , Production WO, provides three functions: 1. Assign Inventory to a Production Line Item 2. Certify a Production Line Item 3. Assemble a Production Line Item 4. Assemble All Lines Assign Inventory to a Production Line Item
1.Scan a barcode or enter the PL number from the PWO.
2. Scan the barcode or enter the PackID of the item that is being used.
3. Once a successful scan of an item is completed, the terminal will display the quantity required [...]
[...] click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK. Validate to TXT file: Selecting this box will create a TXT errors file listing any rows that would create [...]
General Information
Prompt 79, Load SE, provides three functions: 1. Pack items into cartons. 2. Create new cartons. 3. Mark a shipping event as "Warehouse Complete."
Your barcode scanner's menu will be customized per your company's preference, but you can always access the Load SE function by typing "79" and pressing Enter.
The Basics
There are two main prompts in the Load SE function: 1. Scan Outer Carton 2. Scan C/B/L/P/T The first prompt allows you to scan the carton you want to pack. The second prompt allows you to pack items [...]
General Information
The Line Item Entry Tab is where one would input the items being sold. Sales Order Line Item Entry Tab Line Item Entry Input
L#: Line number Item: Item with item code and description below Customer Part #: Customer Part #, manual input Use: DropShip: Rev#: Sell Unit: The unit used that the item is being sold by QtyOrd: The quantity of that line item being [...]
[...] 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 [...]
[...] 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 [...]
[...] Menu Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3
Function The Line Items tab is used to enter the specific items that will be purchased. Fields/ Filters
Item: The item code as listed in the Inventory Item Master. Description: The description of the item as listed in the Inventory Item Master. Vendor Part #: The vendor's part number. Qty Ord: The quantity ordered. Qty Open: The quantity that hasn't been received. Automatically populated as the items [...]
[...] order the BOM item (the one with the BUYCONFIG attribute) when the user selects the 'PO' button from a sales order containing the configurable part. The raw materials from the BOM will be combined on the PO (one line per item). This is meant to work with items that are stocked in the same way they are configured (driven by the controlling quantity on the configuration screen). So if the item on the BOM is controlled by the Length question, the raw material is meant to have a stocking unit of FT. COA (Certificate [...]
