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Page History: Drop Folders for Document Vault

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Page Revision: Tue, 04 Jun 2013 17:43



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

Document Management in Adjutant - Email Instructions



Document Management in Adjutant – Email Instructions

All AP Invoices can be sent to ap@yourdomain.com . There are no tags needed for this address; all attachments will be moved into the AP Voucher folder.

Please note that this email address is different for every install.

All Expense Receipts can be sent to expense@yourdomain.com. There are no tags needed for this address if the receipt is for the current week’s expense report. Otherwise, use a DATE[] tag to specify the date. More info on expense reports can be found here: http://www.abiscorp.com/AdjWiki/web.expense_rpt.ashx

Please note that this email address is different for every install.

All other files can be sent to inbox@yourdomain.com with the following tags in the body (not the subject) of the email:

Please note that this email address is different for every install.

RECORD IN ADJUTANT EMAIL TAGEXAMPLE
AR INVOICE INVOICEINV NO.] INVIN5009876]
BILL OF LADING BOLBOL NO. BOL12345
ORGANIZATION ORGORG ID ORGC23491
EXPENSE REPORT EXPENSEEXP RPT NO. EXPENSE1061
GL BATCH GLBATCH NO. GL000309
ITEM MASTER ITEMITEM CODE ITEM0367
PROJECT PROJPROJECT NO. PROJ1134-11
PURCHASE ORDER POPO NO. PO12345
OPPORTUNITY OPPOPPORTUNITY NO ]OPP2098
PRODUCTION WO PWOPWO NO. PWO12345-1
CUSTOMER QUOTE RFQQUOTE NO. RFQ12345
SHIPPING EVENT SESE NO. SE1299
SALES ORDER SOSO NO. SO12345
TASK TASKTASK NO. TASK12345A

You can send multiple files in one email. You can also use multiple tags in one email.

All attachments will get copied into the corresponding document vault folders per the tags you used in the body of the email.

You can specify a folder within the root record by using the FOLDER12345" title=" tag. For example, if you need a file attached to PO 12345, but it’s supposed to go into a sub-folder called “Receivers,” you should use the PO">12345"> tag. For example, if you need a file attached to PO 12345, but it’s supposed to go into a sub-folder called “Receivers,” you should use the PO12345 tag and the FOLDER[Receivers tag. Adjutant will create the Receivers folder if it does not already exist. You can use the FOLDER[" title="Receivers">12345 tag and the FOLDER[Receivers tag. Adjutant will create the Receivers folder if it does not already exist. You can use the FOLDER[">Receivers">12345 tag and the FOLDER[Receivers tag. Adjutant will create the Receivers folder if it does not already exist. You can use the FOLDER[ tag with any other email tag.

In addition to attaching files to specific records in Adjutant, you can also create notes by sending an email to notes@yourdomain.com. For more information on creating notes from email and the different tags you can use, go to the Adjutant Wiki: http://www.abiscorp.com/AdjWiki/Email-Tags.ashx


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