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General Info
CID Setup Options determine how Adjutant operates. They are maintained in the Company ID (CID) Maintenance . They may also be changed through Screen Setup Options . Setup Options and Definitions
Numbers
45BOMCHK - Require users to enter 1 or 3 when asked to continue to use raw material that is not on a BOM. If setup option 45BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back to scan PWO line. 45CALCCOMP - If set, system will [...]
From Wikipedia, the free encyclopedia A chart of accounts ( COA ) is a created list of the accounts used by a business entity to define each class of items for which money or the equivalent is spent or received. It is used to organize the finances of the entity and to segregate expenditures, revenue, assets and liabilities in order to give interested parties a better understanding of the financial health of the entity. The list can be numerical, alphabetic, or alpha-numeric. The structure and headings of accounts [...]
Setup Options & Definitions
ADJAR - Adjutant Accounts Receivable module is installed. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSBUNDLESET2 - Option to change layout of AMSBUNDLE user fields. Change layout of user fields to match new format (Pass Customer PO# to Eclipse in the User1 field, and pass the Job# to Eclipse). AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead of ams profile. AUTOQUICKCART [...]
[...] ‘as-of’ mode Many customers have a slow period in the last week of the calendar year The Cycle Count screen can be used with wireless 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 [...]
[...] click Preview to create a drill down report.
Drill Down Box Adding Drill Downs
A Custom CID or other customized report/form can have drill downs added to it by adding some code into the expression's properties. 1. Select the custom form you want to customize and click the Customize button. 2. Double click the field you want to add a drill down to. 3. The code goes into the User Data section on the Other tab of Field Properties (the Field Properties screen pops up when you double click a field). 4. Click the Edit User [...]
Setup Options & Definitions
ADJAP - Adjutant Accounts Payable module is installed. CFSSHOWTOTAL - Option to show total band, default is off. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of the the OHF orderinc value. Only check if OrderInc is 0, and if the PO qty is in stk units. If not a multiple, reset to nearest multiple and alert user. CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen [...]
Quote Setup Options
ADJAR - Adjutant Accounts Receivable module is installed. AVAILRED - AVAILRED BLANKESTDATE - Set the matching date to blank if set. BLANKREQDATE - Set the matching date to blank if set. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save process. DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or [...]
[...] 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 [...]
General Information
Default Menu Location Maintain >> System >> CID Maintenance Screen Name CID Function The Company ID (CID) Maintenance Screen is used to maintain general system and accounting information for your company. For further detail on CID options throughout the set up see the CID Setup Options page. CID Maintenance Master
The Master tab displays [...]
General Information
Default Menu Location Maintain >> System >> CID Maintenance Screen Name CID Function The Company ID (CID) Maintenance Screen is used to maintain general system and accounting information for your company. For further detail on CID options throughout the set up see the CID Setup Options page. Accounting Backend
The Accounting Backend tab contains information about a third [...]
[...] 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 from the grid. The project is updated on lost focus on the note [...]
The Task Entry Screen is used to add/edit/delete 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 [...]
General Information
Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, prices, transaction history, inventory locations, and much more. Complex pricing for purchasing and sales is easily maintained through separate item pricing and product groups. The Item Control module also allows you to maintain costs on several levels and automatically update costs based on multiple variables. It handles an unlimited number of warehouse [...]
General Information
Default Menu Location Transaction >> WMS >> Freight In-Out Process Screen Name INOUT Freight- Master Screen Function Freight , as opposed to inventory, is not bought and sold with Purchase Orders and Sales Orders. Rather, it is received , stored in a warehouse, then shipped to its next destination, using a Material Receipt ("MR") packaged with the shipment. Adjutant's main screen for processing freight is the Freight In/Out Processing window. Most freight information is entered [...]
[...] Location : Transaction >> Importers/Exporters >> Tasks and Time Billing >> Connection Import/Match Screen Name : WATERMATCH2 Function : Imports or updates service address/connection information for addresses within a district based on an excel spreadsheet. The following Organization Attributes need to exist in the Organization Attributes (ATT_ENT) rule before creating Districts, Builders, Subdivisions, and Connections: Standard Customer attributes (BILLTO, SOLDTO, SHIPTO) - The SOLDTO attribute description is commonly relabeled as 'District' Builder attribute (with [...]
General Information
Default Menu Location : Maintain >> Accounts Payable >> Cash/Checking Accounts Screen Name: APCHKACCT Function: Add/Maintain checking accounts for the Accounts Receivable and Accounts Payable modules. System Check Accounts Check Numbers
Checking Accounts are defined once in the Checking Accounts screen. [...]
General Information
Default Menu Location The Users screen is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function The Users screen contains all of the Security and Rights options for each user in Adjutant. The security tokens, log-in information, and email alerts can all be viewed and edited from these tabs. Video Walk-Through
Details
The [...]
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 [...]
The Screen Setup Options window is called from the Info button on the Forum/Info/Wiki screen. It displays system and security information about a screen. Add Security for Users
An administrator may use this tab to update security rights related to the screen for multiple users. The grid on the left side of the screen lists all of the Security Rights applicable to the screen. The grid on the right side of the screen [...]
[...] ADJTRANSACTION - ADJTRANSACTION ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. CCBINSORT - If enabled handles 99.99.xxx bins special (left pads 99 blocks to two chars each to make number sorts work correctly. CCNITEINV2 - Option to generate niteinv2 records after commits complete. Records made for each item/loctid committed. CCOUNTCHNGWHSE - CCOUNTCHNGWHSE CCOUNTWHSECHNG - Without setup option, scanner will flag scans in [...]
General Information
Default Menu Location Transaction >> Task Management >> Schedule Screen Name SCHEDULEN2 Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar . Schedule Master Screen
Fields and Filters
Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use. Schedule tab names [...]
Setup Options & Definitions
ADJAP - Adjutant Accounts Payable module is installed. ADJGL - Adjutant General Ledger module is installed. AP20CHKNO - Create new check number and manual check number fields in apchkacct table (16 characters). Use as check number fields if AP20CHKNO setup option is enabled. Change screens to use 15 char numbers. APAGEPOLIST - Add POs linked to AP Invoice to polist field in cursor. Only works in detail mode. APAPRPPAYZERO - Makes 0 show up in grid. APCHECK48 - Allows 48 invoices on a check without printing an overflow stub. To use, [...]
[...]
ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approval/Edit Billing and Ship SO screens after creating the invoice. AUTOQUICKCART - Automatically creates a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. BOLBYCARRIER - If enabled split up BOLs by shipto/carrier. If SE already has a linked FPO (pomast.sekyno), [...]
[...] General Information
Default Menu Location : Maintain >> System Manager >> Rule Maintenance >> POS Cash Accounts (POSACCT) Screen Name : RULEM Function: This rule will automatically change the 'Cash Acct' on the POS screen and the Apply Cash Receipts Screen to match the account tied to the selected payment method.
How to link the POS Cash Accounts to Payment Methods 1. Open the Rule Maintenance Screen (Maintain--> [...]
General Description
Default Menu Location: Transaction >> Tapping >> Tap Setup Screen Name: TAPENTRY Function: The Tap Setup Screen is used to create new tap and inspection service orders, enter builder payments, and maintain legal (S-B-L-T) locations of addresses. Physical/Legal/Tap
The first tab on the Tap Entry screen will display all addresses (linked SHIPTO children) in the District you select at the top of the screen.
You can edit existing addresses and add [...]
[...] Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task.
Associating Labor With a Service Order/Task
An easy way to post time to a specific task [...]
General Information
Default Menu Location Maintain >> Item Control >> Warehouse Screen Name WHSELOCT Function The Warehouses screen is used to add/edit/delete any warehouse in Adjutant Each location can also be assigned stock items and inventory from the bottom left of each screen Warehouse Setup Item Screen Master Tab
The Master tab allows users to add new warehouse locations and contact information Fields
Whse Name: The code name of the warehouse. Description: [...]
[...] General Information
Default Menu Location Maintain >> System >> Rule Maintenance Function The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified GL account.
Rule Setup [...]
Item Master
The 'Track Length' selection on the Item Master screen is a way of tracking different subsets of inventory under one item code. For example, you could have an item called FLATBAR12 for 1/2 inch thick flat bar and track all the different length and width combinations under that one item code. Any item with 'Track Length' selected should also be lot controlled. Settings Tab
ID1: Enter a label here to define the primary way to track inventory for the selected item. 'Length' for example. ID2: Define a second measurement (if needed). For example, you can [...]
Setup Options & Definitions
ADJAR - Adjutant Accounts Receivable module is installed. ARAGINGDBEXP - Fields added to cursor in summary mode. Data is dumped to ADJ_DB_EXPORT.xls in Adj Root folder if ARAGINGDBEXP cid option is set. ARCREDITDISC - Calculates available discounts on invoices when applying a credit in the Apply Credits screen. ARFULLDISC - Shows the full discount offered in the Cash Receipt screen, regardless of what the paid amount is. Discount is calculated on [...]
