General Information
Default Menu Location Maintain >> Address Book >> Organization
Screen Name MENT
From the
Organization screen, click on the green hammer
on the right of the screen to access the
Organization Air Hammer screen.
The Air Hammer is a drill-down tool that displays information about the organization you have selected.
- Click on any of the tabs to display information correlating to the organization and the tab you've selected
- Drill down even further by double-clicking on the item you want more information on
- Click the Select button to choose another organization
- Click Print to display the Message Control Screen
- To search for specific items within certain tabs, enter the item code or description and click the Search button
- Click the Summary button or Detail button to toggle between summary and detail formats
Tabs
Task: Open tasks for the organization. You can search by Task name or by Resource.
Notes: Notes created for the organization. You can search by Subject, Who Created the Note, and Who the Note is Assigned to.
Quotes: Customer quotes issued to the organization. Offers Summary and Detail views and allows filtering/searching by Quote Type, Item Code, and Item Description.
Purchase Orders: Purchase orders issued to the organization. Offers Summary and Detail views and allows filtering/searching by PO Status, PO Type, Item Code, and Item Description.
Invoices: AR Invoices issued to the organization. Offers Summary and Detail views and allows filtering/searching by Invoice Status, Item Code, and Item Description.
Sales Orders: Sales orders issued to the organization. Offers Summary and Detail views and allows filtering/searching by SO Status, SO Type, Item Code, and Item Description.
Projects: Projects where the organization is the customer. The Date Range filter is applicable to the Start Date of the Project.
Parents: Parent organizations of the selected organization.
Children: Children organizations of the selected organization.
Assets: Assets owned by the selected organization. Search by Asset Tag, Asset Name, and Serial Number.
Contacts: People associated with the organization. Search by Full Name and Job Title.
Work Performed: Tasks that have been completed for the organization. Search by Task name and Resource.
Phone Calls: Phone calls made to or from the organization (requires telephony module and telephone system integration).
Contracts: Contracts with the organization. The Date Range filter is applicable to the Start Date of the Contract.
Shipments: Sales Order Line Item Shipments to the organization. Search by Item Code and Item Description.
Receipt History: Purchase orders that have been received from the organization. Search by Item, Description, and Warehouse.
Audit Log: A summary audit log of system interaction involving the organization. Search by UserID, Screen, and Action.
Cash Receipts: AR Cash Receipts and Applied Credits from the organization. Search by Invoice number, Bank Deposit number, and Cash Receipt Notes.
Payables: AP Invoices from the organization. Search by Invoice number. Uncheck the Open Invoices box to also display paid invoices.
Payments: AP Checks sent to the organization. Search by Invoice number, Check number, and Checking Account number.
