Page History: Task Quote
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Page Revision: Wed, 13 Sep 2017 08:38
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function Allows setting up specific task departments to use the Down Payment amount and the Final Amount from a quote in the Flat Rate field on a task.
Rule Setup – Text Fields
Status: Enter the status descriptions you want available in the Status drop-down of the Shipping Event Master screen.
Code: Enter a unique two-character alphanumeric code for each status. The codes 'DE', 'L1', 'L2', 'SH', and 'PE' are tied to auto-status reflexes.
Lookup: Entries here should match the value in the Code field.
Color: Enter the six-digit hexadecimal color code you want associated with each status on the Adjutant 2.0 Shipping Status Dashboard.
Rule Setup – Number Fields
No Number Fields In UseRule Setup – Logic Fields
Default: Marks one rule entry as the default status that gets assigned when a new shipping event is created.
Additional Details
There are five standard status rules that can get auto-assigned. The auto-assignments work based on the Code/Lookup values, so the Status descriptions can be changed if needed.
Pending (PE) - This is the default status for a newly created shipping event.
Loading (L1) - Once items have been loaded into cartons through the Desktop SE2 Load screen, or using wireless scanners, the status will switch to Loading.
Loaded (L2) - Once all items have been loaded into a top-level carton through Prompt 79, the status will switch to Loaded. You must be using Prompt 79 to have the system update the status to Loaded.
Shipped (SH) - Once all cartons have been marked as shipped, the status will switch to Shipped.
Delivered (DE) - The system can auto-assign a status of Delivered when a specifically tagged email is processed for the shipping event.
