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Page Revision: Tue, 04 Jun 2013 17:53

Table of Contents [Hide/Show]    General Information    Fields    List of Codes    Document Management in Adjutant - Email Instructions

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

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	Description	Prefix
APMAST	AP Invoice	Vendno + Invoice Number + -
BILLMAST	AR Invoice	Invoice Number + -
BOL	Bill of Lading	BOL # + -
BOM	Bill of Material
BPONO	Bid Purchase Order	Bid PO Number + -
CONTRACT	Contract
ENT	Organization	Custno + -
ETEMP	Email Template
EXPRPT	Expense Report
GLBATCHH	Journal Batch	Batch Number + -
INBOX	Used for Inbox Email process
ITEM	Inventory Item	Item Code + -
LOTITEM	Lot Number (on hand) for an Item	Lot Number + -
MSN	Project	Project ID or Project Number + -
PCR	Program Change Request
PONO	Purchase Order
PROJOPP	Project Opportunity
PWO	Production Work Order
RFQ	Request For Quote (Customer Quote)
ROUTE	Route
RTASSET	Asset
RTNOTES	Note
SE	Shipping Event
SONO	Sales Order
STASK	Standard Task
TASK	Service Order
VCONTACT	Contact (Person)
VOUCHER	Incoming 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.


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


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


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 FOLDER[] 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 and the FOLDERReceivers 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

RECORD IN ADJUTANT	EMAIL TAG	EXAMPLE
AR INVOICE	INVOICE[INV NO.]	INV[IN5009876]
BILL OF LADING	BOL[BOL NO.]	BOL[12345]
ORGANIZATION	ORG[ORG ID]	ORG[C23491]
EXPENSE REPORT	EXPENSE[EXP RPT NO.]	EXPENSE[1061]
GL BATCH	GL[BATCH NO.]	GL[000309]
ITEM MASTER	ITEM[ITEM CODE]	ITEM[0367]
PROJECT	PROJ[PROJECT NO.]	PROJ[1134-11]
PURCHASE ORDER	PO[PO NO.]	PO[12345]
OPPORTUNITY	OPP[OPPORTUNITY NO.]	OPP[2098]
PRODUCTION WO	PWO[PWO NO.]	PWO[12345-1]
CUSTOMER QUOTE	RFQ[QUOTE NO.]	RFQ[12345]
SHIPPING EVENT	SE[SE NO.]	SE[1299]
SALES ORDER	SO[SO NO.]	SO[12345]
TASK	TASK[TASK NO.]	TASK[12345A]