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General Info
CID Setup Options determine how Adjutant operates. They are maintained in the Company ID (CID) Maintenance . They may also be changed through Screen Setup Options . Setup Options and Definitions
Numbers
45BOMCHK - Require users to enter 1 or 3 when asked to continue to use raw material that is not on a BOM. If setup option 45BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. [...]
[...] 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. [...]
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 [...]
Setup Options & Definitions
ADJAR - Adjutant Accounts Receivable module is installed. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSBUNDLESET2 - Option to change layout of AMSBUNDLE user fields. Change layout of user fields to match new format (Pass Customer PO# to Eclipse in the User1 field, and pass the Job# to Eclipse). 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. AUTOQUICKCART [...]
General Info
Prompt 77 is used to verify items as physically at the plant before receipt. Setup of rule maintenance, standard task, route maintenance and email template to be completed before use. Rule setup
1. Navigate to Event List in rule maintenance screen. 2. Add new Event to EVENTLIST rule with the event and type codes as **POSCAN-XXX, where XXX is the location found in the Warehouse Screen , and code is set to CR. 3. This must be done for each location. Email Template Setup
1. Navigate [...]
[...] matches the project type of the selected project record. Some of the built-in features include: Flexible setup for multiple project types Flexible navigation with collapse/expand controls, page jumps, and 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 [...]
The Screen Setup Options window is called from the Info button on the Forum/Info/Wiki screen. It displays system and security information about a screen. Add Security for Users
An administrator may use this tab to update security rights related to the screen for multiple users. The grid on the left side of the screen lists all of the Security Rights applicable to the screen. The grid on the right side of the screen lists all of the Users in your system. Update User security rights by checking the applicable boxes on both grids and clicking the Update button. [...]
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. [...]
[...] customize the task, UDQ, and weight information displayed on the Project Grid screen. TASK COLUMN SETUP:
Rule Setup – Text Fields
Code: The only valid entries are BOM TYPE and BU DEPT. These codes work with the corresponding value in the 'Value' field to specify the Sales Order type or Production Department that should update the weight totals in the grid.
Value: Enter the Sales Order type (or types separated by a comma) that should feed the BOM Weight column. Enter the Department code that should feed the BU DEPT Weight in [...]
General Description
Default Menu Location: Transaction >> Tapping >> Tap Setup Screen Name: TAPENTRY Function: The Tap Setup Screen is used to create new tap and inspection service orders, enter builder payments, and maintain legal (S-B-L-T) locations of addresses. Physical/Legal/Tap
The first tab on the Tap Entry screen will display all addresses (linked SHIPTO children) in the District you select at the top of the screen.
You can edit existing addresses and add new addresses from this screen.
[...]
Quote Setup Options
ADJAR - Adjutant Accounts Receivable module is installed. AVAILRED - AVAILRED BLANKESTDATE - Set the matching date to blank if set. BLANKREQDATE - 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 - [...]
Setup Options & Definitions
ADJAP - Adjutant Accounts Payable module is installed. CFSSHOWTOTAL - Option to show total band, default is off. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of the the OHF orderinc value. Only check if OrderInc is 0, and if the PO qty is in stk units. If not a multiple, reset to nearest multiple and 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 [...]
Item Not Setup for Owner/HeldFor/Whse
This notification occurs when the item you are trying to add to is not Held For the appropriate organization or is not available from the warehouse you selected.
To correct, change the Ship Whse to one that can deliver the order.
To add the Warehouse to the Item, go to the OHF tab of the Item Master to add the correct Owner/Held For/Whse.
If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
Item Not Setup [...]
Setup Options & Descriptions
APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. APPREMAILOK - Controls sending of emails through the approval screen. Enable to be able to approve in approval screen. BCCSELF - Blind Carbon Copies the user on all emails sent out of Adjutant. DIARSCSV - If set then attach xls file as csv file to emails and file saves generated from report set logic for diamond screen. [...]
Tapping and Inspection Setup Options
ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). CHKTSKPOLNK - Checks for Lined Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. MILTIME - Uses Military Time throughout the system. MATCHSOL - Only Solution Codes with the same starting number as the Standard Task may be used on the timesheet. NEWLOOKUP - NEWLOOKUP REQCONTRACT - Require contract on Task entry. REQNOTES - Require Notes [...]
Item Not Setup for Owner/HeldFor/Whse
This notification occurs when the item you are trying to add to is not Held For the appropriate organization or is not available from the warehouse you selected.
To correct, change the Ship Whse to one that can deliver the order.
To add the Warehouse to the Item, go to the OHF tab of the Item Master to add the correct Owner/Held For/Whse.
If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
Item Not Setup [...]
Instructions for using the Worth terminals in Adjutant in a hosted TS setup. On the local computer
1) The new style terminals have to be put into 6 line emulation mode (it is in the setup on the terminals) (LCD setup, change to 6)
2) Install the base station driver software from the Worth CD, then connect the base station to the computer. The computer should find the base station and install the needed device drivers. When done, the USB to serial adapter should appear in the device manager, and indicate [...]
[...] (PWO is complete) Shipping Event has a status of "Shipped" Shipping Event is marked as "Delivered" Setup
1) Fill out the text message address for contacts
The first step is to fill out the contact's 'Email 2' with their phone number in the format of an email address. Please note all carriers have different formats for sending text messages through email, so you'll need to determine the customer's cell phone provider as well. As of January 2017, here is the format for four major carriers: AT&T: 10digitphonenumber@txt.att.net (XXXXXXXXXX@txt.att.net) Verizon: [...]
[...] None - the Submit to Production screen is called from the Sales Order screen when the SOASKPRODQTY setup option is turned on. Screen Name : S2P Function: Allows users to view and modify the quantities of each production item before submitting the order to production. Fields/Columns
Qty to Produce : This column can be changed. The qty shown here is what will be submitted to production. Any qty not equal to the order qty on the SO will be highlighted in yellow. Any item with a qty of zero will not be submitted to production. Stk/NonStk : Displays whether [...]
[...] unique ChipID or station number tied to an IP Address on the network.
Credit Card Chip Reader Setup Rule Example
Rule Setup – Text Fields
Chip Reader ID: Assign a unique numeric station number ID for each installed chip reader. Chip IP Address: Enter the network IP Address where the chip reader is located. Rule Setup – Number [...]
[...] default email address of your choice. Below is a breakdown of the screens involved, and the required setup. Screens Involved
- Rule Maintenance - Checking Accounts - Contacts - Generate AP EFT File
Required Setup [...]
[...] acknowledged. By default, the email alerts will be copied to the salesperson on the Quote. The RFQTIMERAM setup option can be enabled to copy the account manager rather than the salesperson. For each Quote, the auto-alert process will stop once the order has been marked as closed.
Rule Setup – Text Fields
RFQ Type Code: This is to determine which Quote Types are used to set the alert. Template Name: This determines which Email Template is used at the point in time defined in the number fields. This should match the template name [...]
Setup Options & Definitions
ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approval/Edit Billing and Ship SO screens after creating the invoice. AUTOQUICKCART - Automatically creates a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. BOLBYCARRIER - If enabled split up BOLs by shipto/carrier. If SE already has [...]
Setup Options & Definitions
ADJTRANSACTION - ADJTRANSACTION 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. CCBINSORT - If enabled handles 99.99.xxx bins special (left pads 99 blocks to two chars each to make number sorts work correctly. CCNITEINV2 - Option to generate niteinv2 records after commits complete. Records made for each item/loctid committed. CCOUNTCHNGWHSE - CCOUNTCHNGWHSE CCOUNTWHSECHNG - Without setup [...]
Setup Options
The 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 [...]
[...] users to define production profile names used in production scheduling and reporting.
Rule Setup – Text Fields
Profile Name: Enter the name of production profile Rule Setup – Number Fields
Profile ID: Assign a numerical ID for the profile value LBS Per Bundle: If you're using Connex integration, this will automatically split bundles based on the weight threshold you define here. (Item must have a CONNEX attribute and the CONNEXBUNDLE setup option must be active.) PCS Per Bundle: If you're using [...]
General Description
Default Menu Location Maintain >> Approval Management >> Approval Setup Screen Name SETUPAPPR2 Function The Approval Setup Screen allows you to maintain and create your company's document approval processes. The Bottom Grid displays all of the current approvals that have been created. The Fields on the top have of the screen allows you to create, edit, and delete approval processes.
Fields
Customer/Company : Enter an organization name or ID if the approval is limited to only one organization Document [...]
How to display a warning when the customer PO is changed
Overview
There is a setup option that will display a 'Check SqFt!'message when the customer PO is changed on a sales order. Setup
1. Make sure that the SOALERTCPO setup option [...]
[...] determine aspects of production, loading, accounting and more on the department level.
Rule Setup – Text Fields
Text 1 - Name (30 characters): This is the full name of the department. Text 2 - Code (2 characters): This is a two character code used in the back end to link to other system tables. Text 3 - GL Group (20 characters): Text 4 - Phone (20 characters): Text 5 - Report Group (20 characters): Text 7 - Dept AddOn Item (2 characters): Text 8 - Dcode from Item (2 characters): This is a two character code, preferably matching the Code from Text [...]
Import Setup Options
DIRITEMDET - DIRITEMDET FILLBEAMSIZE - Added logic to MBSGRID to save the beam size to a configurable question named with beam size in description. ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match. ITEMSPECCHAR - If set, allow expanded character set in item codes. LEADIMPMATCH - Uses matching logic to allow user to select possible match on the lead importer. LEADUPCUSTNO - If set, and custno in import file, matched import records will have custno updated [...]
