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Page History: Drop Folders for Document Vault

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Page Revision: Tue, 04 Jun 2013 17:26


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General Information

Default Menu Location: Maintain >> System >> Rule Maintenance >> Drop Folders for Document Vault

Screen Name: RULEM

Applies To: Document Vault Folders and Email Tags.

Function: Sets the network folder location and email document key for every document vault drop folder.

Drop Folders Rule

Drop Folders Rule


Fields

Text1 = Code that applies to each record in Adjutant. (see List below)

Text2 = Path (UNC path to folder, with trailing backslash. All Users need full access to these folders).

Text3 = Description of the record.

Text4 = Email Tag

Logic1 = No Sub Folder. Check this box for the Voucher folder.

List of Codes

Code DescriptionPrefix
APMASTAP InvoiceVendno + Invoice Number + -
BILLMASTAR InvoiceInvoice Number + -
BOLBill of LadingBOL # + -
BOMBill of Material
BPONOBid Purchase OrderBid PO Number + -
CONTRACT Contract
ENTOrganizationCustno + -
ETEMPEmail Template
EXPRPTExpense Report
GLBATCHHJournal BatchBatch Number + -
INBOXUsed for Inbox Email process
ITEMInventory Item Item Code + -
LOTITEMLot Number (on hand) for an ItemLot Number + -
MSNProjectProject ID or Project Number + -
PCRProgram Change Request
PONOPurchase Order
PROJOPPProject Opportunity
PWOProduction Work Order
RFQRequest For Quote (Customer Quote)
ROUTERoute
RTASSETAsset
RTNOTESNote
SEShipping Event
SONOSales Order
STASKStandard Task
TASKService Order
VCONTACTContact (Person)
VOUCHERIncoming AP Invoice


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