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Page History: CID Setup Options

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Page Revision: Tue, 21 Oct 2008 12:50


This rule determines the available attributes in the CID Maintenance Screen under the Defaults tab. The setup options are described below.

ADJAP - Adjutant Accounts Payable module is installed.

ADJAR - Adjutant Accounts Receivable module is installed.

ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary).

ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen.

ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing screen after creating the invoice.

BCCSELF - Blind Carbon Copies the user on all emails sent out of Adjutant.

CALCSHIPSHIP - Allows the user to enter freight and packing charges during the Sales Order shipping process.

CHKTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task.

CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production.

CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header.

COSTEQUIP - Cost Equipment on service orders (turns checkbox on in Batch Creator).

COSTHOUR - Cost Hourly Labor on service orders.

COSTLABOR - Cost Labor on service orders (turns checkbox on in Batch Creator).

COSTMATERIAL - Cost Material on service orders (turns checkbox on in Batch Creator).

COSTSALARY - Cost Salary Labor on service orders.

CREATEUNPO - Turns on the Create Unbilled PO Receipts option in the Batch Creator.

DEFAULTLOT - Defaults the Lot flag to checked on new inventory items in the Item Master.

DEFTOPRINT - Defaults the Message Control screen to Print instead of Preview.

DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order.

DOCLINK - Documents in document vault are stored as links (paths on workstation or network) instead of embedded into SQL database.

ECOM-NOCOMMENT - No comment field on e-commerce site.

ECOM-NOIMAGE - No image column on e-commerce site.

ECOM-NOSOC -No configuration column on e-commerce site.

ECOM_NOSO - No sales orders can be generated from e-commerce site.

EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order.

EMAILERROR - Emails error messages in Adjutant to tech support email address.

FAXCOVER - Send Fax Cover Sheet.

FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order.

GRPSHIPBYCPO - Groups Invoices by Bill To + Cust PO.

HIDECOMP - Hide Completed option on Schedule screen also hides the completed tasks for today.

HIDEVENDOR - Removes the Vendor Code/Name from the Inventory Labels.

HOLDREC - Marks all PO Receipts with the Hold flag.

INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice.

INCPACKING - Display Packing as a Line Item on Sales Order and Invoice.

INSERTMATDATE - Inserts work date into material descriptions on timesheet material lines.

INSERTNOTE - Inserts work date and resource on timesheet invoices.

INVSHOWTERMINFO - Displays the applicable discount amount if payment terms are met.

ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.

LEADIMPMATCH - Uses matching logic to allow user to select possible match on the Lead Importer.

LINKACCTBAL - Prints Payments/Credits and current Balance on Adjutant invoice.

LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry.

MARKALLSHIP - Marks all line items as selected when using the Manual Ship SO screen.

MATCHSOL - Only Solution Codes with the same starting number as the Standard Task may be used on the timesheet.

MATPLOCK - Enables the Lock checkbox on the Material tab of the Time Entry screen. The Lock checkbox is used to byprass the pricing program in Adjutant.

MATPRICE - Allows the user to change the price of material entered into Time and Material entry.

MILTIME - Uses Military Time throughout the system.

MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created.

NOADJINV - Adjutant Inventory module is not installed.

NOGLINSTALL - General Ledger software is not installed; skips posting logic in batch generator.

NOINV - Inventory Module not installed in accounting system.

PFORCED - Requires a project to be linked to a sales order before it can be submitted to production.

OVERREC - Receive a Quantity greater than ordered on PO Receipt.

POAUTOCLOSE - Automatically closes the PO when received in full.

POAUTOLOT - Automatically generates a new lot number when receiving a lot controlled item.

POCOILLBS - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).

POLABELMANY - Label counts default to quantity ordered on Print PO Labels screen. Defaults to 1 if not set.

POPRINTBO - Asks if you want to print the Backorder Report after receiving a PO.

POQUOTEDCOST - Uses Quoted Cost, instead of Last Cost, from vendor on all PO's.

PORECFAST - Opens the Quick PO Receipt screen when clicking the PO Receipt icon on the PO screen.

POSKIPLABELS - PO labels will not print on receipt of items when label engine is running.

POUPDATEDROUTE - Updates Delivery Route Shipping Events for back-ordered Sales Order line items when PO is received.

QADDQCOST - Uses base cost as quoted cost if adding an item on Basics tab. Uses today as quote date, and today + 90 days as quote expiration date.

QUICKADDITEM - Default to Basics tab on Item Master when adding item on-the-fly in Sales Order.

RECALCLEAD - Recalculates the Vendor Lead Time on PO Receipts according to value entered in LEADRECALC rule.

RECALCLEADMAN - Screen appears after PO receipt showing old lead time and new lead time for each item on PO. User has option to select which items to update lead times.

REQCOMPSVRORD - Require Completed Service Order to Bill.

REQCONTRACT - Require Contract on Task Entry.

REQDEPT - Require Department for Task Entry.

REQMETER - Require Meter on Time Entry.

REQNOTES - Require Timesheet Notes.

REQPROBCODE - Require Standard Task on Task Entry.

REQSHIPVIASO - Require ShipVia on Sales Order.

REQWORKCAT - Require Work Category on Task.

RFQPRINTSCREEN - Displays Additional Print Screen and options when printing a Customer Quote.

SCHNOW - Schedule Task at Current Time.

SCHSHOWDT - Shows estimated drive time on Schedule screen.

SHOWCUSTPRICE - Displays customer's price on item lookup instead of List Price. Price shown in the list box is actual price setup in contract or pricing matrix.

SHOWWARNING - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc.

SINGLEBAG - Single Inventory Package in System (non-wireless/barcode option).

SINGLEPWO - One Production Work Order per Line Item on SO.

SKIPCOOPO - Country of Origin not required on PO Receipt.

SKIPPACKLISTPO - Packing list not required on PO Receipt.

SKIPQTYCHKSO - Bypasses the Quantity Check pop-up screen on the Sales Order when entering line items.

SOCPQUICK - The price field on the Quick Line Item Entry tab of the Sales Order may be edited when entering line items.

SODEFPACKING - Defaults the Sales Order print screen to the Packing List option.

SOITEMEXACT - An exact match on item lookup will always pull up the item, even if there are other possible matches.

SOLABELMANY - Label counts default to quantity ordered on Print SO Labels screen. Defaults to 1 if not set.

SONOQUICK - Disables the Quick Line Item Entry tab on the Sales Order.

SOREQSE - Shipping Event required on Sales Order. (Shipping Event is always required if multi-bag system is selected or if Delivery Route type ShipVia is selected on SO.)

SOREQSHIPADDR - Ship To address on Sales Order header must have Address, City, State, and Zip Code.

SOREQTAXTABLE - Ship To address on Sales Order must have a valid tax table.

SOSETSP - Default User in Salesperson drop-down on SO (if they are a salesperson).

SOSHOWLASTREV - Uses "last revision" logic on sales order.

SOSHOWSIMPREV - Uses Simple Revision logic on sales order.

SOSINGLESHIPTO - Automatically updates all lines on sales order with Ship To entered on header.

SOSKIPDSQ - Disable the Drop-Ship field on the Quick Line Item Entry screen.

SOSTARTADD - Starts the Sales Order screen in Add mode.

SUPRESSBNOTES - Suppresses the "Copy to Billing Notes" question on the Time Entry screen.

TASKBLANKPO - Clears out Customer PO field on original task when using the Recurring Task Generator.

TASKNEWSEQ - Uses the TASK counter in CID Maintenance instead of the SONO counter.

TASKPLOCK - Enables the Lock checkbox on the Material tab of the Task Entry screen. The Lock checkbox is used to bypass the pricing program in Adjutant.

TASKPRICE - Enables the Price field on the Material tab of the Task Entry screen. Users can edit this field when this setup option is selected.

TASKQUESTBIG - User Defined Questions on tasks are popped up in new window when task is entered.

TASKSKIPCPO - Disables the Customer PO# field on the Task Entry Screen.

TASKSKIPDAYS - When creating a new assignment for a task, the day after the last assignment is used as the default schedule date.

TAXTABLES - Sales Tax Tables are used and tax rate field on Ship To screen is disabled, tax table must be used in order to obtain a tax rate.

TSADD - Time and Material Entry screen opens in ADD mode.

TSCOMP - Cursor starts in Completed By field on Time and Material Entry screen.

UNCHKLOCK - Uncheck Load Locked Only box on Billing screens.

UNCHKNOBILL - Uncheck Nobill Printing Option on Approve/Edit Billing Screen.

UPDATEBCOST - Update Base Cost on Item if Receipt cost is higher than current cost.

UPDATEDUE - Ask to Update Due Date on Task.

USECC - Use credit card processing screens if installed.

USEMSNASSONO - Forces Sales Order number to match Project number in auto-numbering scheme when creating sales order from Shipping Events tab.

VERBROSE - Turns on the Verbose Checker on Time entry.

VTIMECLOCK - Virtual Timeclock on Schedule if Resource name is double-clicked.


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