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Asset Information — 3.5%

General Information Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR click the Assets icon in the toolbar. Screen Shot : RTASSET Function : Setup and maintain information to track assets. Master Tab The first tab is used to add/edit/view assets. The New Task button (green checkmark) will open the Task Master in Add Mode with the Asset and Current Location already filled out. Fields/Filters [...]

Asset Importer — 1.8%

General Information Default Menu Location Transaction>> Importers/Exporters>> Item Control>> Asset Import Screen Name IMPORTASSET Function The Asset Import screen allows the user to import asset records. Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Asset Import template file (in XLS format). Export Template: Generates a blank Asset Import template file Map Fields: [...]

Depreciation Information — 1.8%

General Information Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR the Assets icon in the toolbar The Depreciation Information screen is a jump screen (a screen launched from an attribute) launched from the Asset Information screen. Screen Name : ASSETDEP Function: Setup fixed asset depreciation information. [...]

Connection Information — 1.1%

General Information Screen Name: CONNINFO Function: This screen displays all connection, payment, and inspection information for each address. The information is derived from the Tapping Setup screen and the information that is entered when the service orders are updated/completed.This is an attribute screen located in the Organization attributes. The attribute's code is CONNECTION. Master Tab Subdivision: The subdivision selected based on what district/city the address is [...]

Task Entry Screen — 1.0%

[...] tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below. If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered. Open/Completed Tasks - Left click to view all open/active tasks for the organization. [...]

Purchase Order Import — 1.0%

[...] the completed Purchase Order Header import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. File Name(Details)/Browse: Use the Browse button to locate and select the completed Purchase Order Details import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. Export Template: Generates a blank Purchase Order Header or Details [...]

Task Grid — 1.0%

General Information Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete tasks. To view all work for a specific location, enter the address in the Location field [...]

Sales Order Import — 0.9%

[...] select the completed Sales Order Header import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. File Name(Details)/Browse: Use the Browse button to locate and select the completed Sales Order Details import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. Export Template: Generates a blank Sales Order Header or Details [...]

Project Checklist — 0.9%

[...] Checklist rule is most easily accomplished using the Rule Detail Import from a spreadsheet. Importing rule details is an advanced user function and should only be performed with the help of a support consultant. There is a high potential for data loss or data damage if the import is not performed correctly. Details on the setup and field by field definitions for the Project Checklist rule can be found in the Project Checklist Rule Wiki . Project Checklist Layout Project Checklist The color coding, visual layout, collapse and expand functionality, [...]

AR Invoice Import — 0.8%

General Information Default Menu Location : Transaction >> Importers/Exporters >> Accounting >> AR Invoice Import Screen Name : IMPORTINV Function: This screen imports a header and detail Excel file (XLS) into Adjutant to load the AR invoice tables. AR Invoice Import Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AR Invoice Header import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. File Name(Details)/Browse: [...]

Tap Setup — 0.8%

[...] 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 all subdivisions (linked SUBDIV children) in the District you select at the top of the screen. You can fill out the subdivision on the Connection Information screen or you can fill it out here. Please see the below videos for instructions on how to add builders and subdivisions to Adjutant. [...]

Asset Air Hammer — 0.8%

General Description Default Menu Location Maintain >> Asset Tracking >> Asset Information Screen Name RTASSETAIRHAMMER Function The Air Hammer is a drill-down tool that displays information about selected items. Click on any of the tabs to display information [...]

Contacts — 0.8%

General Information Default Menu Location Maintain >> Address Book >> Contact Screen Name CONTACT Contacts- Main Screen Function Contact screen is used to view, edit, and add new users/contacts. Click here to see Contact Icon 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 Clicking the Address button will label the street address, city, [...]

Task Entry Tabs — 0.7%

Assignments This tab is used to assign the task to particular resources or users. For more information on assignments, please visit Assignments Tab Screen Info History: This tab is used to display the history of the task. It includes all updates, rescheduling, and notifications thathave been made and shows which User made the changes. Materials: this tab is used to view/add/edit/delete parts associated with the task. The grid shows all current parts associated with the task. To find out more information, please visit Materials Tab Info [...]

Profile Import — 0.7%

General Information Default Menu Location Transactions >> Importers/Exporters >> Item Control >> Profile Import Function This screen is used to import profile details for production items. The profile details are displayed in the Profile screen linked to the item's department attribute. The import will create profile records if they do not exist, or it can be used to updated existing profile details for matched item numbers. Screen Name IMPORTPROFILE Profile Import Screen [...]

Carton Details — 0.7%

General Information Default Menu Location Maintain >> Shipping >> Carton Status Screen Name CARTSTATE Function The Carton Details screen provides history and content information about a specific carton. To display carton information, type the Carton ID (no 'C' in the number) and press Enter. The Details [...]

Storing Credit Card Information — 0.7%

Storing Credit Card Information We have a new feature that will allow customers with credit card integration to encrypt and store a customer's credit card information. Overview There is a new organization attribute (CCDATA) that will open up a jump screen where credit card information can be entered; Stored credit card information can be used to more quickly process payments. Setup 1. Make sure the CCDATA Organization attribute is available. If it's not on your system, please [...]

Contacts in Adjutant 2.0 — 0.7%

General Information Default Menu Location Maintain >> 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 [...]

Asset Replacements — 0.7%

[...] HVAC industry. The setup option enables the following screen to pop up in the Material Tab when an asset with an asset type selected is added. Note - The Serial2 and RFID fields have been re-labeled for the HVAC industry in the image below. Asset Update Screen Process 1. Add an item code that has the asset attribute to the Material Tab of the Time Entry screen (be sure to select an Asset Type during the entry). After the save button is clicked, [...]

Hubspot API Integration — 0.6%

General Information Function Adjutant is able to integrate with the Hubspot CRM to bring over certain customer information as a Suspect in Sales without any additional entry. Adjutant can also pass certain information back into Hubspot via the API process. Using the API, Hubspot companies can be updated with the Account Manager, as well as new deals being created. Adjutant Setup Required APIKEY Rule: The API Keys rule holds the custom string used as an Application Program Interface (API) validation key [...]

Changing the Asset Type and Asset RFID During Production — 0.6%

General Information BOM - Inputs: When an asset-type item is added to the BOM [...]

Profile Color Two — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color Two Rule Rule Setup – Text Fields Color: Enter the profile color name (use ALL CAPS) Description: Enter an alternate description for the color Color Code: Rule Setup – Number Fields [...]

Profile Color One — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile colors used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Color One Rule Rule Setup – Text Fields Color: Enter the profile color name (use ALL CAPS) Description: Enter an alternate description for the color Color Code: Rule Setup – Number Fields [...]

Profile Width Two — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Two Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field. Description: [...]

Profile Material Two — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile materials used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Materials Two Rule Rule Setup – Text Fields Material: Enter the profile material name (use ALL CAPS) Description: Enter an alternate description for the material Rule Setup – Number Fields [...]

Project Checklist Rule — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule controls the Project Checklist types, steps, tasks, links, and level sorting options that define the way different checklists work. The Project Checklist feature is an ADJ2020 exclusive feature. Project Checklist Rule The image below is the Project Checklist that is created from the rule settings in the image above. This is just provided as an example of how the rule setup affects the layout and functionality of the Project Checklist. Project Checklist [...]

Profile Width One — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width One Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field. Description: [...]

Profile Gauge One — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge One Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name (use ALL CAPS) Description: Enter an alternate description for the gauge Rule Setup – Number Fields Gauge ID: [...]

Profile Width Three — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Width Three Rule Rule Setup – Text Fields Width: Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field. Description: [...]

Profile Gauge Two — 0.6%

General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule allows users to define profile gauges used in production labeling, reporting, and machine interfaces. Special Refer to the Special Reflexes section below for additional information on how the numbered profile rules work. Profile Gauge Two Rule Rule Setup – Text Fields Gauge: Enter the profile gauge name (use ALL CAPS) Description: Enter an alternate description for the gauge Rule Setup – Number Fields Gauge ID: [...]

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