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[...] Definitions
ALLOWOVERLAP - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an existing scheduled task. ALLOWTASKQUOTE - ALLOWTASKQUOTE ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. CHTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. [...]
[...] use > qty on hand, the total qty on hand will be used when Enter or yes is selected. 46SCRAP - Allow entry of scrap after processing items made from coil. 46SINGLE - Prompt users to enter footage used on scanner after each line is completed. If enabled, process each pwo scan thru process (assume + entered each time) 48LABEL - Will print coil/coil-like tags for items assembled using Prompt 48. 74ALLOCMATCH - Validates loaded coil through 74/79 against SO Allocations and prevents loading if the lot# for the scanned P# is not already allocated to the SO. 74ALLQTY [...]
General Information
Default Menu Location : Maintain >> Task Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). Main Fields
Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. [...]
General Information
Default Menu Location : Maintain >> Task Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). Standard Task Window When First Opened Standard Task Maintenance Screen with Task Displayed
Main Fields
Standard Task Main Fields Standard Task: The name/code of the task. [...]
Default Menu Location
Transaction >> Task Management >> Task Entry Task Entry screen Task Alerts tab General Description
The Alerts tab on the Task Entry Screen is used to add/edit/view the alerts sent for a specific task. This same setup is also shown on the Standard Task screen. To add a new person for [...]
General Information
Default Menu Location Transaction >> Task Management >> Schedule Screen Name SCHEDULEN2 Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar . Schedule Master Screen
Fields and Filters
Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use. Schedule tab names may be added/edited/deleted in the Rule Maintenance [...]
General Description
Default Menu Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task.
Associating Labor [...]
Default Menu Location
Transaction >> Importers/Exporters >> Tasks and Time Billing >> Standard Task Import
General Information
The Standard Task Importer allows you to import and update Standard Task records in Adjutant.
Standard Task Import screen
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Standard Task Import template file (in XLS format). Export Template: [...]
Setup Options & Definitions
ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). CHKTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. ICNEWCOST - Change scrap screen to use Cost Tiers if ICNEWCOST enabled. LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry. MATCHSOL - Only Solution Codes with the same starting number [...]
December
Version 0912.258 - 12/22/09
RELEASE NOTES Version 0912.251 - 12/07/09
RELEASE NOTES November
Version 0911.248 - 11/23/09
RELEASE NOTES Version 0911.246 - 11/13/09
RELEASE NOTES October
Version 0910.238 - 10/26/09
RELEASE NOTES Version 0910.237 - 10/19/09
RELEASE NOTES Version 0910.231 - 10/05/09
RELEASE NOTES September
Version 0909.226 - 09/28/09
RELEASE [...]
The Task Entry Screen is used to add/edit/delete tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below.
If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered. Open/Completed Tasks - Left click [...]
General
Menu Path: Transaction > Importers/Exporters > Other > Task Import Screen Name: IMPORTTS2 Function: This screen can be used to import several tasks for several customers using a single file. The template can be downloaded here .
Options
Import as Unbilled: This checkbox will import the tasks in an un-billed / un-transferred status.
Import Template Columns
*Soldto: Adjutant organization ID for the customer of the task. *Billto: Adjutant organization ID for the entity responsible for paying for the task. [...]
December
Version 1112.706 - 12/31/11
Version 1112.706 Release Notes
Version 1112.700 - 12/22/11
Version 1112.700 Release Notes
Version 1112.696 - 12/14/11
Version 1112.696 Release Notes
November
Version 1111.664 - 11/23/11
Version 1111.664 Release Notes
Version 1111.657 - 11/16/11
Version 1111.657 Release Notes
Version 1111.653 - 11/13/11
Version 1111.653 Release Notes
Version 1111.639 - [...]
December
Version 1012.358 - 12/16/10
Version 1012.358 Release Notes
November
Version 1011.355 - 11/16/10
Version 1011.355 Release Notes
October
Version 1010.350 - 10/28/10
Version 1010.350 Release Notes Version 1010.347 - 10/25/10
Version 1010.347 Release Notes September
Version 1009.342 - 09/13/10
Version 1009.342 Release Notes August
Version 1008.339 - 08/30/10
RELEASE NOTES Version 1008.336 [...]
Assignments This tab is used to assign the task to particular resources or users. For more information on assignments, please visit Assignments Tab Screen Info History: This tab is used to display the history of the task. It includes all updates, rescheduling, and notifications thathave been made and shows which User made the changes. Materials: this tab is used to view/add/edit/delete parts associated with the task. The grid shows all current parts associated with the task. To [...]
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 [...]
General Information
Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions
It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete [...]
[...] contract Active: Check this box to make the contract active (Only active contracts may be selected in the Task Entry Screen in the Contract # field) Default: Check this box to make it the default contract for the organization (The contract will automatically appear in the Contract # field when filling out the Task Entry Screen.) Working Times
Contract- Working Times Tab Working Times tab determines the billing rate for labor on particular days and [...]
[...] 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 set, coils must have color and gauge filled out in profile table. PWOs are grouped by GAUGE and COLOR. CPARTBILLTO - CPARTBILLTO [...]
[...] 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 the amount of the tax on the invoice. 4. Cost of Goods Sold - COGS is debited based [...]
[...] of all contracts expiring in the next 30 days of which you are the contract manager. High Priority Task Alert: Check this box if you wish to be notified when there is an incomplete Emergency Service Order. This alert applies to all tasks and all assignments. An Emergency task is defined as a task that has been created with an Emergency Task Priority. OverDue Task List: Check this box if you wish to be emailed a list of overdue tasks that are assigned [...]
[...] 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 items per project type. However, [...]
[...] found here: Master Line Items Yields Assign Non S/L Inventory Assign Serial/Lots Notes All Non S/L Inventory Columns
Task ID : The Task / Service Order number. Task : The name of the task. Sch Start/Finish : The scheduled start and finish dates of the task. These fields are automatically populated based upon the first and last assignments. Due Date : The due date and time of the task. [...]
[...] ShipVia - Ship Via from original order. Valid ship via names from the SHIPVIA rule should be used. If an entry is found during import that doesn't match an existing SHIPVIA rule record, that entry will be added to the SHIPVIA rule with no other rule details. This allows the import to complete, but could add unwanted records to the SHIPVIA rule. f7 - FOB - Free on Board value from original order. Valid FOB names from the FOB rule should be used. If an entry is found during import that doesn't match an existing FOB [...]
General Information
Notes is an easy way to keep track of communication among contacts and a reminder for actions to do. Screenshot of Notes Master Screen You can access the Notes Master Screen by clicking either notes button. One is on the top center of the screen and the other is in the top right corner of the screen. This is located in the top right corner of the screen. This is located in the top center of the screen. You will only access notes [...]
Default Menu Location
Transaction >> Importers/Exporters >> Item Control >>Item Notes Import General Information
Imports item notes for use as line notes in other application records, such as Quotes, Sales Orders, Invoices, Production Work Orders, and Purchase Orders. Notes
There is a limit of 255 characters per Excel field that may limit the size of the note being imported. Excel will allow entry of more than 255 characters in a cell, but the [...]
[...] assciated with a contact in the results double-click on the contact, to be directed to the Main tab.
Task Alerts
Contacts- Task Screen Alerts tab is used to notify different alerts to users. To change alerts, click Edit and select the appropriate method To change notifications method, keep selecting from the list until the correct notification method is displayed Roles
Resource: Someone who is assigned to a task Contract Manager: Manager for the contract or a selected task [...]
[...] add/edit/delete/save/cancel buttons on the lower part of the screen rather than the upper part. Select add and enter the task that will come first in the route. Select the other options for that task and hit save. The first task must always have a Seq# of 1 . Add as many tasks as necessary in the order they should occur. The settings tab of the Route Maintenance screen will control what event in the system starts the route. Routes can be manually started from different areas of Adjutant, but for an event to start a route, [...]
General Information
To add more than one resource for the task, click the NEW button and click the second arrow button next to the resource field. Use the Ctrl button on your keyboard to select multiple resources at one time. To delete a resource from the task, select the resource you wish to delete in the grid and click the DELETE button. Resource Tab - Task Entry - Click for full image Fields/Filters
Skill Set: The specific skill set to be used for this task. [...]
[...] terms for the selected sales order. Valid freight terms from the FREIGHT rule should be used. If an entry is found during import that doesn't match an existing FREIGHT rule record, that entry will be added to the FREIGHT rule with no other rule details. This allows the import to complete, but could add unwanted records to the FREIGHT rule. f7 - Terms - Payment terms for the selected sales order. Valid terms from the TERMS rule should be used. If an entry is found during import that doesn't match an existing [...]
