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[...] Equipment Revenue errea Realized - Overhead Cost ocrea Realized - Overhead Revenue orrea Pending - Total Cost tcpen Pending - Total Revenue trpen Pending - Labor Cost lcpen Pending - Labor Revenue lrpen Pending - Equipment Cost ecpen Pending - Equipment Revenue erpen Pending - Overhead Cost ocpen Pending - Overhead Revenue orpen [...]
Default Menu Location
Transaction >> Time Billing >> Approve/Edit Billing Selection Filters screen Matching Data screen Selection Filters
Selection filter screen is used to edit, approve and print pending invoices. Fields/Filters
Work Order: Enter a work order number here to load it into the Matching Data grid SvcOrd: Enter a service order number here to load it into the Matching Data [...]
[...] Contract Master Screen Name CONT1 Contract Master Screen Function General tab is used to add/edit/delete all contracts with other customers. Creating New Contracts To create a new contract:
1. Type in the Organization associated with the contract into the upper left hand box: 2. Click the 'New' button on the right side of the screen: 3. Enter in the appropriate contract info, then click the save button: From here, you can then enter in the rest of the contract details in the following tabs.
Fields/Filters
Contract #: The name of the contract [...]
[...] or the virtual terminal program ( prompt 58 ). You can also update inventory counts directly in the Pending Counts tab (in the Count Qty column). There are three tabs: Control - Submit new Cycle Counts Completed Counts - Review, Dismiss, and Commit completed counts Pending Counts - Review, Move, and Delete pending counts Control
The Control tab allows you to submit new cycle counts. The seven filters (described below) may be used to cycle count the exact items you want counted. The Verify Only check [...]
[...] ADJAR - Adjutant Accounts Receivable module is installed. APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. APPREMAILOK - Controls sending of emails through the approval screen. Enable to be able to approve in approval screen. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit [...]
General Information
Default Menu Location : Transaction >> Accounts Payable >> Approve AP Invoices Screen Name : APAPRPAY Function: Every AP invoice must be approved to pay before a payment may be issued for it. An AP Invoice may be approved on the Approve to Pay screen or directly from the AP Invoice screen . Approving an AP Invoice does not mean a check will be written for it. It only ALLOWS a check to be written for it. See the Print Checks page for more information on this. Approve AP Invoices [...]
[...] >> Address Book >> Contact
Screen Name CONTACT
Function Contact screen is used to view, edit, and add new users/contacts.
Fields/Filters Full Name: Full name of the contact person
Job Title: Contact’s official job title
Company: Company where the contact person works (Companies may be added/edited/deleted in the Organization Screen) Address: Addresses for the selected contact person Phone numbers: There are four available fields for phone numbers of the selected contact person Email: Email address of the selected contact person TxtMsg Add: [...]
General Info
Default Menu Location: Transaction >> Importers/Exporters >> Tasks and Time Billing >> Resource Import Screen Name: IMPORTRES Function: The Resource Import screens allows you to import resource attribute details for existing contact records.
Resource Import screen
Import File Name/Browse: Use the Browse button to locate and select the completed Resource Import template file (in XLS format). Export Template: Generates a blank Resource Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made [...]
[...]
Supplier Tab
Freight- Supplier Screen It is a view-only screen; to change the supplier, edit the Master tab. Supplier tab displays information about the current shipment's supplier, including address, phone number, fax number and e-mail address. Click "Email" link to send an e-mail message to the organization. ShipTo Tab
Freight- ShipTo Screen It is a view-only screen; to change Ship To organization, edit the Master tab. Ship To tab displays information about the organization receiving the shipment, including address, [...]
[...] Commission Calculator - Due
Earned
The Earned tab is where a user can add manual commissions, edit commission amounts, hold commission lines, and commit commissions to the "Due" tab. 1. Select the commission date range in the bottom left hand corner of the screen. 2. Click the 'Load Pending' button to load all pending commissions for the specified date range. Due
Under Construction How To Add A Manual Commission
1. Select [...]
[...] scanners to complete a paperless count, or it can be used to generate count sheets for a manual count. Pending counts can be completed in batches or all at the same time. Once counts have been entered, either by entry on the ‘Pending Counts’ tab, or by entry via wireless scanners, the counts must be finalized, or committed. Once the counts are committed from the ‘Completed Counts’ tab, an accounting batch is created for any inventory value adjustments and the inventory records are updated with the current count. For more information on the [...]
General Information
Default Menu Location : Transaction >> Item Control >> Edit Inventory Cost Tiers Screen Name : EDITCT Function: Allows you to edit the cost of received inventory when a FIFO/LIFO and/or Specific Identification inventory [...]
[...] for full size Procedures
Enter the Invoice Number you wish to change and press Enter. Click Edit In the Billing [...]
[...] lines which HAVE NOT been committed in the Commission Calculator
1. To split a commission, first edit the person/role that is being split. Select the line (or add a new line) and key in the percentage of commission you wish to allocate to this salesperson. For example, if two Salespeople are splitting an order 50/50, edit [...]
[...] duplicate ref# (checkno) on apnoncheck payment screen. Warn if duplicate found APEDITCTRLACCT - Allows edit of Control account. APEDITDDD - Allows edit of due date and discount date. APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. [...]
[...] customer being billed for this contract
Allow Non-Listed Billings: Check this box to allow the adding/billing of additional items
Default: Check this box to make this contract the default for the organization
Click Save when you are finished and move on to the next tab or go straight to the Copy From tab
Copy a Contract
Create a new contract by copying from an existing contract
Maintain >> Contract Management >> Contract Master Open Contract Master screen Enter the customer's name.
Please note that the customer must be setup in the Organization screen [...]
[...] that are Tracked
Schedule Task Grid Task Entry Time and Material Entry Weekly Time Sheet Transfer Billing [...]
[...] Master Screen Name INVMAST Function This screen is used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice. Enter the invoice number and click Edit button to change a field on the header. [...]
General Information Default Menu Location Transaction >> Accounts Payable >> Add/Edit AP Invoice Screen Name APMAST Function The AP Invoice Screen has many uses. From this screen you can: 1. Create a new AP Invoice. 2. Create an AP Invoice from a PO Receipt, or several PO Receipts. 3. Edit an existing AP Invoice. 4. Void an existing AP Invoice. 5. Mark an invoice as approved. 6. Print a Manual Check for an invoice. 7. Set up Recurring Payables . 8. Create a "Pass-Thru" that creates an AR Invoice from an AP Invoice. AP Invoice [...]
[...] to be changed. Refer to the API Keys Rule Maintenance Wiki for details on setting up this rule.
Pending Organization Screen: The Pending API Organizations screen is the holding ground for Hubspot organizations once they are pulled in from the API process. On this screen, organization can be reviewed, information edited, Account Managers and assign follow ups to them. This screen can be used to add the Organization into Adjutant as a Suspect in Sales, which can be converted to a customer.
Hubspot API Service: The Foxprocess service [...]
[...] gets saved in the APMAST table as an approved discount amount. Any value imported will load into the Approve AP Invoice screen as a pre-set discount value. f19 - AdjAmt - AP invoice adjustment dollar amount. This value gets saved in the APMAST table as an approved adjustment amount. Any value imported will load into the Approve AP Invoice screen as a pre-set adjustment value. f20 - AprPay - Approved payable amount. Any entry here will set the approved to pay flag. Leave this blank [...]
[...] Suspense account used if the batch generator cannot match a transaction to a valid GL Account. Over/Under Billing : Revenue contra account for draw billing [...]
[...] The Bill To Screen is accessible from the Organization screen The Bill To screen is used to maintain billing information such as, Payment Terms, Credit Limits, Customer Transaction Category, etc. Fields/Filters
Terms: The agreed terms of payment Payment Terms are maintained in the Rule Maintenance screen by selecting Terms Codes from the drop-down menu Credit Limit: Enter a dollar amount here to set the maximum open balance a customer may have If the DOCLIMITCHECK setup option is selected for your company, this amount will be checked in AR each time [...]
[...] field blank. Adjutant will automatically assign an ID. Click Save when finished. STEP 4: Click the Edit Attributes button STEP 5: Select Bill To ( Bill To Information screen will be displayed) STEP 6: Enter the correct billing [...]
[...] default to the system import date. DueDate - Due Date used for note action tracking EditDate - Last edit date for note. If left blank, it will default to the system import date. EditUser - Edit [...]
[...] expected cash/checking account in screens like Apply Cash Receipts, POS and Credit Card Processing, Approve AP Invoices, and Non AR Cash Receipts. Adjutant will first attempt to match using the combination of Default AR or AP plus the Warehouse, then match on Warehouse alone, then Default AR or AP flag without the Warehouse, then if no other matches, it will use the first account found. Std Check Form - The AP check form base name can be entered to default a specific check form when processing AP checks. PrePay Check Form - The AP PrePay check form base name can [...]
[...] payments to AP Invoices _ _ Parallel Testing Users can cut AP checks _ _ Parallel Testing Users can add, edit, and delete Contact records _ _ Parallel Testing Users can add, edit, [...]
[...] APPRSTAT Function The Approval Status screen tells a user if the source document has been approved or pending. Using the Approval Status Screen
1. From the source document (Purchase Orders, Sales Orders, Invoices, etc.) click on the APS button, found in the upper right hand of the screen: 2. The Approval Status screen will either show as PENDING" [...]
Setup Options & Descriptions
APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. APPREMAILOK - Controls sending of emails through the approval screen. Enable to be able to approve [...]
