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 alerts: 1. Click Edit 2. Enter the person's name in the field and click Add [...]

Task Import — 2.5%

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. [...]

Schedule Screen — 2.4%

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 [...]

Time and Material Entry - Labor — 2.0%

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 With a Service Order/Task [...]

Task Grid — 1.9%

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 [...]

Task Entry Tabs — 1.5%

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 [...]

User in Adjutant — 1.2%

[...] 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 [...]

Production Work Order - Linked Tasks — 1.2%

[...] Routes that 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. [...]

Project Checklist — 1.2%

[...] Checklist feature is an Excel style grid, linked to an Adjutant Project record, that allows users to work through a checklist of customizable, predefined steps. The Project Checklist is ideally suited for projects that have a repeatable, standardized process to follow and can help make sure your personnel are following the same procedures every time. The Project Checklist is an ADJ2020 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 [...]

Approve-Edit Billing — 1.2%

[...] Filters Selection filter screen is used to edit, approve and print pending invoices. Fields/Filters Work Order: Enter a work order number here to load it into the Matching Data grid SvcOrd: Enter a service order number here to load it into the Matching Data grid Organization: Enter a customer here to load all of their service orders into the Matching Data grid (after they have been transferred) SPerson: Filter by salesperson Project: Filter by Project Phase: Filter by Phase Contract: Filter by Contract Load Locked Only: Check [...]

Recurring Task Generator — 1.1%

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 from the Task Entry Screen Recurring Task Jump [...]

Contacts — 1.1%

[...] 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 [...]

Work Order Updater — 1.1%

Default Menu Location Transaction >> Time and Material >> Work Order Updater General Information The Work Order Updater is used to update multiple service orders of the same nature that have been generated under the same work order number. This screen can update the labor (time), material, equipment, and assets on a work order. In addition, it can also complete, lock, or void a work order. Time This tab is used to add the resource's time that [...]

Route Maintenance — 1.1%

[...] 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, [...]

Production Setup Options — 1.0%

[...] - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding. CUSTLABEL - CUSTLABEL CUSTOMPWO1 - Created 2 forms from EXCEL samples. Created new Rule PWOFORMS (Text1 is DeptCode char(2), Text2 is report form name char(20). Change PrintPWO logic to check this table. If dept match is found, use new form. Must have SINGLEPWO turned off. DIRITEMDET - DIRITEMDET ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. ICSEPBYOWNER - [...]

Print Production Work Orders — 1.0%

Default Menu Location Reports >> Production >> Print Production Work Orders Print Production Work Order This screen is also called from the Production Work Order screen when the Print icon is clicked and from the Sales Order screen when a SO is submitted to production. General Description The Print Production Work Orders screen allows you to preview, print, and email Production Work Orders. Report Filters First Number : The first Production [...]

Production Work Order - Master — 1.0%

[...] Location: Transaction >> Production >> Production WO Master Screen Name: WOMAST Function: A production work order is an order in the system to produce one or more items. It can be for a specific customer or a "Build for Stock" order to replenish stock inventory. The Production Work Order screen allows you to create, edit, void, and complete a production work order. Fields/Filters Along with the other hot keys that are system wide the PWO can show an order's work history in [...]

Order Entry Setup Options — 1.0%

[...] DIRITEMDET 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 - EXTMARGIN FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice. INCPACKING - Display Packing as a Line Item on Sales Order and Invoice. ITEMEXACT [...]

Quick Punch — 0.8%

General Information Quick Punch is an Adjutant 20/20 right click function accessible from any task block, task grid, time sheet, or anywhere task right-click functions exist for a task record. Function The Quick Punch feature allows multiple resources to quickly punch into a task and begin a timer on the task. The Quick Punch will bring up [...]

Work Order Generator — 0.8%

General Description Default Menu Location Transaction >> Tapping >> Item Work Order Generator Screen Name WOGEN Function The Work Order Generator allows a user to generate multiple service orders (of different types if needed) for multiple addresses, all at once. How To Generate Orders Step 1: Enter the specified District in the District field. Step 2: Select the Problem Group from the drop-down menu. This filters the Problem Codes seen below. Step 3: Select the Problem Code you wish to create a work [...]

Transfer/Reorder Sales Orders — 0.8%

[...] 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. See below for instructions on using this screen. STEP 1: Enter a work order number in the yellow work order field. It's task name and line items will appear in the top area. STEP 2: [...]

Company ID (CID) Maintenance — 0.8%

[...] the company in accounting software Database Name: Name of the accounting database WIP Account: Work in Process account number PR Clearing: Payroll Clearing account number Equip Clearing: Equipment Clearing account number Path to PR SYS Files: Location of payroll software on server PR Company ID: ID of company in payroll software PR Database Name: Name of the payroll database Posting Window : Transactions may only be posted within the dates entered here. Default Costing Method : The costing method that Adjutant will use to value your inventory. Map/Password [...]

Task Entry Details Tab — 0.8%

General Information The Detail tab provides and overview of progress on the task and shows the information from the task creation and task defaults. Some fields can be edited here by clicking on the Edit icon from the task entry screen. Task Detail tab - Click for full image Fields/Filters % Complete: The percentage of completion for the task. Ext Auth [...]

Production Work Order Emails (Auto Process) — 0.8%

Default Menu Location Reports >> Production >> Print Production Work Orders You will also have to set up some Contact attributes. Maintain >> System >> Rule Maintenance >> Contact Attributes General Description The Auto-Process check box on the Print Production Work Orders screen does two things: 1. If the correct attributes have been set up and applied to at least one person, the production work orders will be automatically emailed. 2. If one or more of the production work [...]