Organization Air Hammer

Modified on Wed, 28 Aug 2013 13:32 by Greg Andrews Categorized as Address Book, Contract Management, Order Entry, Purchase Orders, Task Management
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===General Information===

'''Default Menu Location''' Maintain >> Address Book >> Organization

'''Screen Name''' MENT

From the [^{UP}/Organizations Air Hammer/ORG Air hammer.png |Organization] screen, click on the green hammer [image||{UP}Organizations%20Air%20Hammer%2fOrganization%20Air%20Hammer%20Icon.png] on the right of the screen to access the [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Organization Air Hammer.jpg|Organization Air Hammer] screen.

The Air Hammer is a drill-down tool that displays information about the organization you have selected.

* Click on any of the tabs to display information correlating to the organization and the tab you've selected

* Drill down even further by double-clicking on the item you want more information on

* Click the '''Select''' button to choose another organization  

* Click '''Print''' to display the Message Control Screen

* To search for specific items within certain tabs, enter the item code or description and click the '''Search''' button

* Click the '''Summary''' button  or '''Detail''' button to toggle between summary and detail formats

===Tabs===

'''Task:'''  Open tasks for the organization.  You can search by Task name or by Resource.

'''Notes:'''  Notes created for the organization.  You can search by Subject, Who Created the Note, and Who the Note is Assigned to.

'''Quotes:'''  Customer quotes issued to the organization.  Offers Summary and Detail views and allows filtering/searching by Quote Type, Item Code, and Item Description.

'''Purchase Orders:'''  Purchase orders issued to the organization.  Offers Summary and Detail views and allows filtering/searching by PO Status, PO Type, Item Code, and Item Description.

'''Invoices:'''  AR Invoices issued to the organization.  Offers Summary and Detail views and allows filtering/searching by Invoice Status, Item Code, and Item Description.

'''Sales Orders:'''  Sales orders issued to the organization. Offers Summary and Detail views and allows filtering/searching by SO Status, SO Type, Item Code, and Item Description.

'''Projects:'''  Projects where the organization is the customer.  The Date Range filter is applicable to the Start Date of the Project.

'''Parents:'''  Parent organizations of the selected organization.

'''Children:'''  Children organizations of the selected organization.

'''Assets:'''  Assets owned by the selected organization.  Search by Asset Tag, Asset Name, and Serial Number.

'''Contacts:'''  People associated with the organization.  Search by Full Name and Job Title.

'''Work Performed:'''  Tasks that have been completed for the organization. Search by Task name and Resource.

'''Phone Calls:'''  Phone calls made to or from the organization (requires telephony module and telephone system integration).

'''Contracts:'''  Contracts with the organization. The Date Range filter is applicable to the Start Date of the Contract.

'''Shipments:'''  Sales Order Line Item Shipments to the organization. Search by Item Code and Item Description.

'''Receipt History:'''  Purchase orders that have been received from the organization. Search by Item, Description, and Warehouse.

'''Audit Log:'''  A summary audit log of system interaction involving the organization. Search by UserID, Screen, and Action.

'''Cash Receipts:'''  AR Cash Receipts and Applied Credits from the organization. Search by Invoice number, Bank Deposit number, and Cash Receipt Notes.  

'''Payables:'''  AP Invoices from the organization. Search by Invoice number. Uncheck the Open Invoices box to also display paid invoices.

'''Payments:'''  AP Checks sent to the organization. Search by Invoice number, Check number, and Checking Account number.
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Organization Air Hammer
