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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 [...]
General Information
Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, 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 [...]
[...] 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 [...]
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 [...]
General Information
Default Menu Location Maintain >> Order Entry >> Cut/Freight Charge Setup Cut Charge Setup Function The Cut Charge Setup 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 [...]
General 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). [...]
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 [...]
General Description
Default Menu Location Maintain >> Item Control >> Item Master Item Attributes are maintained in the Rule Maintenance screen under Item Attributes. Item Attribute screens Fields/Filters
Asset: Select this attribute if you want an asset to be created in the Asset Information screen every time you receive the item. An item with this attribute must be a stock
[...] 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 [...]
[...] 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 [...]
General Information
Default Menu Location : Transaction >> Procurement >> Quick Buy Screen Name : 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 [...]
[...] Set the matching date 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 [...]
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 [...]
[...] 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 [...]
[...] footer filters Project Phase date integration with start and end dates End Date 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 [...]
[...] 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 [...]
[...] 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. [...]
[...] 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 [...]
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 [...]
[...] 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 [...]
Setup Options & Definitions
ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSUSEMACHNUM - Option to copy machine number to AMS_ORDERIN table during AMS process. AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead of ams profile. COLORBYDEPT - Color codes tasks by Department instead of by Priority. [...]
[...] 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, [...]
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 that have been transfered. Single Down Arrow - Moves the selected [...]
[...] File - mbstext Function - This program is designed be set up as a service to automatically import Sales Orders and Quotes using a specific set of CSV templates. A new email account will need to be set up by the customer's email provider. The name of the email does not matter, but the account will need to be able to send emails through SMTP and connect through IMAP. This process also requires the setup of a new MBSREAD service program in the Adjutant environment. General Process - The Header, Lines, and BOM files (outlined below) will [...]
General Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Item OHF Min/Max Import (ITEMDET) Screen Name : ITEMIMPORTDET Function: The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records. Item Import (DET) Screen Fields/Filters
Item File Name/Browse: Use the Browse button to locate and select the completed Item [...]
General Description
Default Menu Location Transaction >> Item Control >> Transfers & Adjustments Screen Name ITEMXFER Function The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by: Location - Transfer inventory between warehouses Quantity - Adjust inventory to match physical counts Identification numbers - Correct lot or serial number to a previously entered stock item Cost - Change current stock and weight unit values Transfer Tab
The Transfer tab is used to transfer stock inventory [...]
General Information
Default Menu Location Transactions >> Importers/Exporters >> Item Control >> Profile Import Function This screen is used to import profile details for production items. The profile details are displayed in the Profile screen linked to the item's department attribute. The import will create profile records if they do not exist, or it can be used to updated existing profile details for matched item numbers.
Screen Name IMPORTPROFILE
Profile Import Screen
Fields/Filters
[...] Example
Rule Setup – Text Fields
Project Type: Enter the Project Type code that each checklist line item applies to. Project Checklists are tied to the Project Type and you can have a unique checklist for each project type. Standard Task: (Optional) Enter a Standard Task code associated with the checklist line. Checklist lines with a linked Standard Task will display a '+' button that launches a Quick Task window for recording time. Description: Enter the checklist line [...]
[...] your carton, you will be prompted with "Scan C/B/L/P/T>". This allows you to pack a carton, bundle, SO Line, specific P-Number, or SE Transfer into your outer carton.
See the "Scan C/B/L/P/T Logic" section for specifics on how Adjutant handles these different types of items.
4. If you are scanning a lot controlled item, you will need to enter the lot number that the item being packed is coming from. If the item is not lot controlled, the next screen will just ask how many to [...]
