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Page History: Company ID (CID) Maintenance

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Page Revision: Tue, 19 Jul 2011 07:11

Table of Contents [Hide/Show] Default Menu Location CID Maintenance - Master    General Description       Fields/Filters CID Maintenance - Paths/Remote Transfer       General Description CID Maintenance - Accounting Backend    General Description    Fields/Filters CID Maintenance - Mapping Info    General Description    Fields/Filters Defaults    General Description    Fields/Filters CID Maintenance - Counters    General Description    Fields/Filters

Default Menu Location¶

Maintain ==> System ==> CID Maintenance

• Company ID (CID) Maintenance Screen is used to add/edit/delete company or customer related information
  

CID Maintenance - Master¶

CID Maintenance - Click for full size

General Description¶

Master tab displays basic information about the company. This information is commonly used on reports and forms.

Fields/Filters¶

CID: Company ID

Company: Company name

Address, Country, Phone, Fax, Email: Company address and contact numbers (These fields appear on several forms, including sales orders and invoices.)

Master ENT: The same Code as entered in the Organization Screen for your organization

CID Maintenance - Paths/Remote Transfer¶

CID Maintenance - Paths / Remote Transfer

General Description¶

The Remote Transfer tab is used to supply network directory information for folders that Adjutant commonly uses.

CID Maintenance - Accounting Backend¶

CID Maintenance - Accounting Backend

General Description¶

The Accounting Backend tab contains information about a third party accounting package if one is in use.

The Posting Window controls when transactions can be posted in the system.

Fields/Filters¶

Name: Name of the accounting software

Backend Type: Server type

Path to SYS Files: Location of accounting software on server

Company ID: ID of 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

CID Maintenance - Mapping Info¶

CID Maintenance - Mapping Info

General Description¶

Mapping Info tab is used to supply internet mapping and latitude longitude information for your organization's location.

Fields/Filters¶

Internet Mapping Encoded Address: Use the format above to set this up

Latitude: Actual latitude of your organization

Longitude: Actual longitude of your organization

Defaults¶

CID Maintenance - Defaults

General Description¶

The Defaults tab is used to set your company's default settings.

Fields/Filters¶

Schedule Offset: Number of days in the future the task will be scheduled by default

Task Start Time: Default time a task will start if no time is entered

Task Duration: Default duration of a task

Starting Point on Task: The field cursor will start in on a Task Entry Screen when it is opened

Labor Burden: Estimated labor burden percentage (Used on reports)

Screen Color: Screen color when using this CID

RSS Feed: Enter the URL of an RSS feed to be displayed on the Adjutant desktop (This can be overridden per user in the User setup.)

AR Credit Limit: Enter the default credit limit amount for new customers.

Password Settings will apply to all NEW users!

Require Letters: This box requires letters in the user's password

Require Numbers: This box requires numbers in the user's password

Require Other: This box requires characters other than numbers and letters in the user's password

Max Length: Maximum number of allowable characters for the password

Min Length: Minimum number of allowable characters for the password

Expire In: Number of days the password will expire in

Never Expire: Checking this box never expires passwords

Reuse In: Reuse passwords (after expiration) in this number of days

Lockout After: Number of attempts the user has to enter the correct password before the system locks them out

Lockout For: Number of minutes to lock the user out after incorrectly entering his/her password

CID Maintenance - Counters¶

CID Maintenance - Counters

General Description¶

Counters tab allows you to change the next auto-generated number for all of the different forms in Adjutant.

• Any prefix entered will be displayed before the number with a dash after it
  

• Any suffix entered will be displayed after the number with a dash before it
  

• For example, if this was entered: Prefix = SO, Current Number = 5421, Suffix = BP
  

The next auto-generated number would be SO-5422-BP

• To change the number, type directly in the grid and click the Update button (If the Update button is not highlighted, you do not have the security required to change the number.)
  

Fields/Filters¶

APINVNO: AP Invoice number

BIDPO: Bid PO/Vendor Inquiry

BOL: Bill of Lading

GLBATCH: GL Batch number

INVNO: Invoice number

LOTNO: Lot# on PO Receipts (only if POAUTOLOT setup option is selected)

PONO: Purchase Order

RFQNO: Customer Quote

SONO: Sales Order/Work Order

TASK: Service Order (if TASKNEWSEQ setup option is selected)

WONO: Production Work Order