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HOW TOs: Contract Management — 16.8%

General Information Default Menu Location Maintain >> Contract Management >> Contract Master Contract Master Screen Create a New Contract Contracts are created in the Contract Master screen General tab is used to setup contracts. The field located at the top left of the screen, enter the name of the organization you are creating a contract for Click New to create a new contract [...]

Contract Master — 15.9%

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 [...]

Report - Contract Details — 5.6%

==General Description Default Menu Location Reports >> Contract Management >> Contract Details Report Screen Name CONTRACTREP Contract Detail Report Screen Function Contract Detail Report screen allows you to view contract details information with customer(s) for service agreements. Fields/Filters Client: Customer number [...]

Contract Pricing Import — 4.7%

General Info Menu Location : Transaction >> Importers/Exporters >> Item Control >> Contract Pricing Import Screen Name : PRICEIMPCONT Function : The Customer Pricing Import screen imports records into the Contract Master screen. Required Spreadsheet Format Download the Import Template . To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format. Spreadsheet Explanation Each column of the spreadsheet is described below: Custno: The Organization ID of the customer (Sold To) Contract: [...]

Opportunities Screen in Adjutant 2.0 — 3.9%

[...] or clients. Opportunities Screen Info Tab Company: Potential client or customer to have contract with (the company should have already been inputted in the organization function) Opportunity Name: Name of the opportunity which will create manually Account Manager: Salesperson: Value: Value of the potential client or contract Budget: What they have budgeted for this contract/project Competition 1: Who is your number one competition for this client/contract. This is [...]

Item Master — 2.6%

[...] commonly used. Price Group: The item's Price Group Price Groups are used to determine pricing in the Contract Master and are also used to determine margins in the Margin Calculator Price Groups are maintained in the Rule Maintenance Screen by selecting Item Pricing Codes from the drop-down menu Comm Code: The item's Commodity Code Commodity Codes are used in the procurement system to Generate Vendor Inquiries Commodity Codes are maintained in the Rule Maintenance Screen by selecting Item Commodity Codes from the drop-down menu Prod Grp: The item's Product [...]

Contract Management Setup Options — 2.2%

Contract Management Setup Options CHECKOVERLAP - When enabled, issues an alert that the contract [...]

Report - Block Hours or Dollars Contract — 2.2%

General Description Default Menu Location Reports >> Contract Management >> Block Hours/Dollars Contract Screen Name CONTRACTREP1 Block Hours Report Screen [...]

Task Grid — 2.2%

[...] Filter by Asset. Click the Asset link to view the asset's information in the Asset Information screen. Contract: Filter by Contract. [...]

Sales Order Q&A — 1.7%

[...] "Order #" for? A: Order number is a UDF text field for a miscellaneous order number. Q: What is the "Contract #" for? A: Contract number [...]

Service Order Update Tool — 1.7%

[...] to update and reassign previously entered service orders. Changes can be made to project, phase, and contract. Service orders can be edited within the grid by simply clicking on the individual cell. Cells within the Project, Phase, and Contract ID columns may be edited by selecting from a drop-down menu. Service Orders with invalid or blank contracts will appear in red. right-clicking on the Service Order # will display a menu . After updating the service orders, click the Update button to save the changes. Click the Print button to for [...]

Task Entry Screen — 1.7%

[...] Standard Task Screen. If you select a standard task, some of the fields will be automatically populated. Contract #: The applicable contract for this task. This is used to apply the correct billing [...]

Order Entry Setup Options — 1.3%

[...] If set, then use the selling unit as the input to the price lookup from the pricing tables and the contract price tables. If not set, then use the selling price unit. SERIALBYWHSE - Change S2P logic to generate serial numbers from different counters based on plant if CID option SERIALBYWHSE is enabled. SHOWCUSTABC - Display the Customer ABC Code on the Quote and Sales Order header. Display the codes next to customer name on both screens. SHOWCUSTCAT - When enabled, will display customer type under the billto section of the Sales Order screen (CustCategories exist [...]

An Explanation of People Attributes — 1.3%

[...] Order: This person can be assigned as the buyer on a purchase order in the Purchase Orders screen. Contract Manager: This person can be assigned as the manager/contact for a specific contract. [...]

Price Quote — 1.3%

[...] Customer Entered: Option for customers who entered the orders (works with eCommerce module) ContractID: Contract ID List Price: Listed price for the "Item" or "Service" Pricing Unit: How the items are charged Ship Qty: Quantity shipped Contract [...]

Report - Missing Default Contracts — 1.3%

General Information Default Menu Location Reports >> Contract Management >> Missing/Default Contracts Screen Name TASKCONTRACT Missing Default Contracts Screen Function Missing Default Contracts screen allows you to see the status of service order contracts Use this report to display all tasks that have a missing or a default contract This report is useful in tracking down [...]

Tap Setup — 1.3%

[...] STEP 10: Next, enter the check amount. STEP 11: If this payment is associated with an existing contract, use the Contract drop down [...]

Mass Quote Price Update — 0.9%

[...] time instead of going into each quote and click the "uP" button. This is especially useful when using contract pricing. Process 1. Enter the Customer or Contract [...]

CID Setup Options — 0.9%

[...] multiple, reset to nearest multiple and alert user. CHECKOVERLAP - When enabled, issues an alert that the contract dates overlap with an existing contract, [...]

Rounded Vendor Costs — 0.9%

[...] all items that will need to adhere to the rounding configuration. The last step is to set up a contract for the Vendor(s) needed. The contract [...]

Quote Setup Options — 0.9%

[...] If set, then use the selling unit as the input to the price lookup form the pricing tables and the contract price tables. If not set, then use the selling price unit. SHOWCUSTABC - Display the Customer ABC Code on the Quote and Sales Order header. Display the codes next to customer name on both screens. SHOWWARNING - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc. SKIPQTYCHKSO - Bypasses the Quantity Check pop. SOCADDOHF - Option that will auto-add missing OHF record. If enabled, stk item does not need to setup [...]

Project Events Rule — 0.9%

[...] the system will make a check for whether task ST-1 has been completed within 45 days of the Project contract date. If not, it makes an event that a user could be alerted off of. See the Event List Rule for event set up. Rule Setup – Text Fields Event Code: This is a 2-3 digit code that is assigned in the rule that ties to the event that is created (see event rule page). Standard Task: This corresponds to the Standard Task code that the rule will check for. Rule Setup – Number Fields Day Count: This is the number of days past the project contract [...]

Drop Folders for Document Vault — 0.9%

[...] BOL # + - BOM Bill of Material BPONO Bid Purchase Order Bid PO Number + - COIL Coil Coil Lot + - CONTRACT Contract [...]

Quick Support — 0.9%

[...] of a task and the duration of time to complete it. Fields/Filters Client: Client name or company Contract#: Contract [...]

Task Management Setup Options — 0.9%

[...] project drop folders to Project Number instead of Project ID. QSUPHIDE1 - If enabled, hide contact, contract and status fields from Quick Task screen. QSUPNOTASKPFIX - Option to exclude Standard Task code from Task title when created from Quick Support screen. QTNOSHOWCOMP - Option to suppress task complete popup. Don't blank out date after save. Refresh Daily View Screen if active. QTREQPROJ - Option to Make Project Required. Quick Time Entry already has option (QTREQPROJ). Added to Quick Support II QTYONTASK - If enbabled, then display quantity fields on Task [...]

User in Adjutant — 0.9%

[...] box if you wish to display a list of all contracts expiring in the next 30 days of which you are the contract manager. Expiring Contracts: Check this box if you wish to be notified of all contracts expiring in the next 30 days of which you are the contract [...]

Special Price List Generator — 0.9%

[...] Generator generates a report by calculating the best price using the getprice method. If there is a contract the contract [...]

Configurable Item (SOC) Export — 0.9%

[...] entries by the 16th of an inch, enter 0.0625. AItem - Additional item number that can be used for contract or special pricing options Unit - UNit of measure associated with the Additional Item number PAdjustable - Enter 'Y' to check the Price/Cost Adjust box in the Price and/or Other Adjustment Settings area PriceAdj - Enter the dollar value for the price adjustment, or if no price adjustment, enter 0 QNum1 - Price/Cost Adjustment question number. Enter the SOC question number to fill in the 'or From Q#' value for the Price/Cost Adjust fields ConQuest - Enter [...]

Configurable Item (SOC) Import — 0.9%

Sales Order - Header — 0.9%

[...] screen by selecting Terms Codes from the drop-down menu. WHSE: Warehouse Order #: User-definable. Contract #: Contract [...]

Desktop Adjutant

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