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CID Setup Options — 3.0%

[...] 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. 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 [...]

Task Management Setup Options — 1.9%

[...] 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 [...]

Order Entry Setup Options — 1.6%

[...] 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 [...]

Schedule Screen — 1.5%

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 [...]

Standard Tasks — 1.4%

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 [...]

Standard Task - Adjutant 2.0 — 1.4%

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: [...]

Task Entry Screen — 1.3%

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 [...]

Standard Task Import — 1.2%

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: [...]

Time and Material Entry - Labor — 1.2%

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 [...]

Task Alerts — 1.2%

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 [...]

Time & Materials Setup Options — 1.0%

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. [...]

Task Import — 0.8%

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 [...]

User in Adjutant — 0.8%

General Information Default Menu Location The Users screen is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function The Users screen contains all of the Security and Rights options for each user in Adjutant. The security tokens, log-in information, and email alerts can all be viewed and edited from these tabs. Video Walk-Through Details The [...]

Task Grid — 0.8%

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, [...]

Quote Setup Options — 0.8%

[...] 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 - 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 [...]

Contacts — 0.7%

General Information Default Menu Location Maintain >> Address Book >> Contact Screen Name CONTACT Contacts- Main Screen Function Contact screen is used to view, edit, and add new users/contacts. Click here to see Contact Icon Fields/Filters Full Name: Full name of the contact person Job Title: Contact’s official job title Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen) Address: Addresses for the [...]

Purchasing Setup Options — 0.7%

[...] 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 COILLABELLOG CID option is set. COILLABELX2 [...]

Adjutant End of Year Guide — 0.6%

[...] ‘as-of’ mode Many customers have a slow period in the last week of the calendar year The Cycle Count screen can be used with wireless scanners to complete a paperless count, or it can be used to generate count sheets for a manual count. Pending counts can be completed in batches or all at the same time. Once counts have been entered, either by entry on the ‘Pending Counts’ tab, or by entry via wireless scanners, the counts must be finalized, or committed. Once the counts are committed from the ‘Completed Counts’ [...]

Task Entry Tabs — 0.6%

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. [...]

Project Checklist — 0.6%

[...] exclusive feature. The Project Checklist is accessed from the Checklist tab in the Project Control screen. The Project Checklist will only display if a checklist has been set up in the Project Checklist rule that 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 [...]

Payroll/Various Journal Entry Import — 0.6%

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

Contract Master — 0.6%

General Information Default Menu Location Maintain >> Contract Management >> Contract Master Screen Name CONT1 Contract Master Screen Function General tab is used to add/edit/delete all contracts with other customers. Creating New Contracts To create a new contract: 1. Type in the Organization associated with the contract into the upper left hand box: 2. Click the 'New' button on the right side of the screen: 3. Enter in the appropriate contract info, then click the save button: [...]

Route Maintenance — 0.5%

General Description Default Menu Location: Maintain >> Routing >> Route Maintenance Screen Name: ROUTEMAINT Function The Route Maintenance screen is used to add and maintain routes of standard tasks. The grid on the left shows the current status of the route. Route Maintenance - Tasks Tab Route Creation Select the add button at the top right. Type in the name of the route you want to make in the top field. Once the name is correct, click the save button. Once the route is saved, use the add/edit/delete/save/cancel [...]

Item Master — 0.5%

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 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 [...]

Connection Import/Match (Water District Match Import) — 0.5%

[...] Location : Transaction >> Importers/Exporters >> Tasks and Time Billing >> Connection Import/Match Screen Name : WATERMATCH2 Function : Imports or updates service address/connection information for addresses within a district based on an excel spreadsheet. The following Organization Attributes need to exist in the Organization Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with [...]

Recurring Task Generator — 0.5%

General Information Default Menu Location : Transaction >> Task 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 [...]

Record Finder — 0.5%

General Information Default Menu Location Transaction >> Address Book >> Record Finder Screen Name JUMP2 Search Record Finder- Search Screen The Search screen is used to find organizations and view nearby tasks. Enter any of the known information into the corresponding field and click on Find button This will automatically switch you over to the Results tab and display the matching search results Results Record Finder- Results Screen To schedule a new [...]

Tap Setup — 0.5%

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 [...]

Purchase Order Import — 0.5%

[...] 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 [...]

Production Work Order - Linked Tasks — 0.5%

[...] are attached to a line item's Bill of Material . There are eight tabs on the Production Work Order screen. Links to the other seven tabs may be 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. [...]

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