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Project Summary — 9.2%

[...] 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 [...]

Approve-Edit Billing — 3.1%

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 — 3.0%

[...] 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 [...]

CID Setup Options — 2.8%

[...] Getprinter and Printer Prompt type report form calls when enabled. ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSADDCOIL - If set, then coil will be adjusted into the system to meet AMS demand. AMSADDSEIP - Automatically creates an Interplant Shipping Event during the assembly process from Connex usage if the Production Work Order (PWO) is an Interplant PWO and an Interplant Shipping Event doesn't exist. AMSANYCOIL [...]

Transfer To Billing — 2.1%

Default Menu Location Transaction >>Time Billing >> Transfer to Billing Transfer to Billing General Description The Transfer to Billing screen is used to transfer and lock the time, material, and equipment entries posted to service orders (tasks). Locking a time entry makes it un-editable, so that it may be billed/invoiced without fear of any changes being made to it. Select the date you wish to process through and click the Reload button Click the A button to select [...]

Pending Approvals for You — 2.1%

General Description Default Menu Location Maintain >> Approval Management >> Pending Approvals for You Screen Name PENDAPPR Function Pending Approvals screen shows a list of transactions that need approvals before they can proceed. Details on setting up approvals can be found on the Approval Setup screen. The 'Pending Approvals for You' screen will show all the transactions which need to be approved by the user currently logged in. To open the 'Pending Approvals' screen, [...]

Journal Entry Architecture - Invoicing — 2.1%

[...] journal entries. One of the options is the batch for Invoicing (Sales Order shipment or Time Entry billing). Many things affect which GL accounts will be debited or credited when creating an invoice. There are typically 5 accounts affected during invoicing: 1. Accounts Receivable - AR is debited in the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the invoice less sales tax. 3. Sales Tax - Sales Tax is credited in the amount of the tax on the invoice. 4. Cost of Goods Sold - COGS is debited based upon the cost of the items on the [...]

Time Billing Setup Option — 2.0%

Time Billing Setup Option ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing and Ship SO screens after creating the invoice. BS2GROUP - If enabled, add new Group filter checkbox list to the Bill Cycle Billing Statement screen. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INSERTMATDATE - Inserts [...]

Adjutant RSS Feeds — 2.0%

[...] Follow Adjutant on Twitter Release Notes RSS Feed Adjutant Release Notes Desktop RSS Feeds Pending Enhancements for Desktop Adjutant Subscribe to the Pending Adjutant Enhancements Feed Pending Corrections for Desktop Adjutant Subscribe to the Pending Adjutant Corrections Feed Completed Enhancements for the Desktop Version (Last 60 Days) Subscribe to the Recent Adjutant Enhancements Feed Completed Corrections for the Desktop Version (Last 60 Days) [...]

Cycle Count — 1.8%

[...] 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 [...]

Approval Management Setup Options — 1.6%

[...] 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 [...]

AR Invoice Master — 1.6%

[...] 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. Click the Select button to also enable searching by Customer PO, Sales Order#, or Invoice Amount. Fields/Filters/Buttons CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the invoice. [...]

Task Alerts — 1.3%

[...] screen Task Alerts tab General Description The Alerts tab on the Task Entry Screen is used to add/edit/view the alerts sent for a specific task. This same setup is also shown on the Standard Task screen. To add a new person for alerts: 1. Click Edit 2. Enter the person's name in the field and click Add 3. Select the task events they need to be notified of and click Save Events Assign: When a resource (any resource) is assigned to the task. Assign (Resource): When you are assigned to the task. Billed: When the task is [...]

Approve AP Invoices for Payment — 1.3%

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 [...]

Standard Tasks — 1.3%

[...] Location : Maintain >> Task Management >> Standard Task Screen Name : STANDTASK Function: Create/Edit Standard Tasks (aka Trouble Codes). Main Fields Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. Task Priorities are maintained in Rule Maintenance of Adjutant by selecting Task Priority Codes from the drop-down menu. SvrOrd Form: If there is a default service order form for the task, enter it [...]

Pending Cycle Counts — 1.1%

General The Pending Cycle Count screen was developed in Adjutant 2.0 to have a lighter version of the full cycle count screen that technicians would be able to use to enter their truck counts on a tablet instead of writing their counts on printed paper. The logged in user's default warehouse is used to load the item codes that have been submitted for cycle counts. The warehouse dropdown cannot be changed unless the user has the proper security. To access this screen, go to Transaction > Item Control > Pending Cycle Count Process [...]

Pending Postings — 1.1%

General Information Default Menu Location Transaction >> General Ledger >> Pending Postings Screen Name PENDPOST Function The Pending Postings screen allows you to view all pending GL postings for prior and current fiscal periods. Pending Postings [...]

Consolidated Billing Statement — 1.1%

General Description Default Menu Location Reports >> Accounts Receivable >> Consolidated Billing Statement Screen Name CONSOL Consolidated Billing Statement Screen Function Consolidated Billing Statement is a summary list of all accrued charges for a customer. Statements include- Bill To, Invoice number, Invoice date, Description, Quantity, Unit Price, and total amount for each invoice. Report Filters Client: Customer number and the Company name for the statement. Start Date: Start date for the [...]

User in Adjutant — 1.0%

[...] rights to more than one company. To copy the same security rights from one user to another: 1. Click Edit 2. Enter the user's name in the User to Copy box 3. Press Enter on your keyboard 4. Click Copy The screen consists of a grid containing all of the security tokens, and different ways to set security for each: Token: This is the system name of the security token Description: This is a brief description/name of the security token View/Add/Edit/Del/Deny: These checkboxes determine what security permissions the particular user will [...]

Contacts in Adjutant 2.0 — 1.0%

[...] >> 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: [...]

Resource Import — 1.0%

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 [...]

Tap Setup — 1.0%

[...] addresses (linked SHIPTO children) in the District you select at the top of the screen. You can edit existing addresses and add new addresses from this screen. Underneath the District ID and Name fields are two other fields that will filter the list of addresses: Builder : A list of all builders (organizations with the BUILDER attribute) will appear in this list. Builders are linked to an address via the Connection Information screen. You will be forced to choose a builder when entering payment for an address on the Payment tab. Subdivision : : A list of [...]

Transfer Request — 0.8%

[...] Request. Select Request - Puts the screen in Select Mode to search for an existing Transfer Request. Edit Request - Puts the screen in Edit Mode to modify an existing Transfer Request. Only available if the request is in a "Pending" status. Delete Request - Deletes the selected Transfer Request. Only available if the request has not been processed. Save Changes - Saves the Transfer Request record. Cancel Changes - Cancels changes made to a Transfer Request. Submit Request - Marks the Transfer Request as "Submitted" [...]

Print Invoices — 0.8%

[...] paid in full. Exclude Zero Dollar Lines: Check this box to exclude all $0 lines on the invoice. Use Billing Notes: Check this box to display the Billing Notes on the invoice (for use with Time Billing invoices only). Show Accounting Balance: Check this box to display the [...]

Edit Inventory Cost Tiers — 0.8%

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 [...]

Organization Attributes - HOW TO Edit Attributes — 0.8%

[...] Address Book >> Organization Organization Screen is also accessible from the Adjutant Toolbar To edit the list of attributes for an organization or see all of the available attributes, click the Edit [...]

Freight In-Out Processing — 0.8%

[...] 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, [...]

Sales Order - Header — 0.8%

[...] is located on the Toolbar Screen Name SOR3 Function The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order. Icons Add/Create ShipTo: Click the button in order to create a new ShipTo for the associated Client. Open/Close: Click this icon to open or close a purchase order. Copy: Select a previously entered purchase order and click this icon to copy it to a new purchase order. S2P: This icon will allow user to submit the order to production. PO: Click [...]

Task Management Setup Options — 0.8%

[...] with an existing scheduled task. ALLOWTASKQUOTE - ALLOWTASKQUOTE ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. CHTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. COLORBYDEPT - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding. EDITPROJNOTE - If enabled, then the project note can be edited [...]

Project Checklist — 0.8%

[...] header lines. Expand All – This will expand all headers, sub-groups, and detail lines completely. Edit Row – This pops up an edit window with the selected line details displayed. Custom lines can be fully modified. Lines created from the rule setup only allow limited edits. Add Row Above – This pops up a line edit window that allows you to quickly add a custom line to the checklist above the selected line. These lines are saved to the displayed checklist only, and do not update the rule setup. Add Row Below [...]

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