Here you can search through the pages of this Namespace, their attachments and the files uploaded to the system.
Note: the results will only display the items you have permissions to read.
[...] General Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Coil Import Screen Name : ITEMIMPORTSBS1 Function: The Coil Import program allows you to import your lot-controlled coil inventory into Adjutant. Logic behind import program: You must have item code, coil number, and actual weight filled out in the spreadsheet. If the [...]
[...] 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 compare qty to assemble vs qty open, and close line if >=. 46BOMCHK - Require users to enter 1(y) or 2(n) when asked to continue to use raw material that is not on a BOM. If setup option 46BOMCHK is set and scanned coil is not on BOM, show confirm message with 3 = continue and anything else loops back [...]
[...] General Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Coil Receipt Defaults Import Screen Name : IMPORTCOILJUMP Function: The Coil Receipt Defaults screen sets the default values that prompt on coil tags as coils are received from purchase orders. The details in the attribute jump screen are defaults only, and can be overridden during the receiving process. The Coil Receipt Defaults import [...]
[...]
Default Menu Location Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Purchase Order Import Screen Name IMPORTPO Function The Purchase Order Import screen allows users to import external Purchase Order files into Adjutant.
Purchase Order Import Screen
Fields/Filters
File Name(Header)/Browse: Use the Browse button to locate and select the completed Purchase Order Header import template file (in XLS format). Note - both the Header [...]
[...] General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Customer Import Screen Name: IMPORTCUST Function: Import new customers and update existing customers. This tool can also be used to import Ship To records. Customer Import Screen
File Name/Browse: Use the Browse button to locate and select the completed customer import template file (in XLS format) Export Template: Generates a blank Customer Import [...]
[...] Information
Default Menu Location Transaction >> Importers/Exporters >> Accounting >> AP Invoice Import Screen Name IMPORTAPINV Function The AP Invoice Import screen allows users to import external Account Payable invoices into Adjutant. AP Invoice Import Screen
File Name(Header)/Browse: Use the Browse button to locate and select the completed AP Invoice Header import template file (in XLS format). Note - both the Header and Distributions [...]
[...] General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Vendor Import Screen Name: IMPORTVEND Function: Import new vendors and update existing vendors. Vendor Import Screen
File Name/Browse: Use the Browse button to locate and select the completed vendor import template file (in XLS format) Export Template: Generates a blank Vendor Import template file Map Fields: Fields must be mapped prior to importing. [...]
[...] Default Menu Location Transaction >> Importers/Exporters >> Purchase and Sales Orders >> Sales Order Import Screen Name IMPORTSO Function The Sales Order Import screen allows you to import external Sales Order records into Adjutant.
Sales Order Import Screen Import Screen Filters/Fields
File Name(Header)/Browse: Use the Browse button to locate and select the completed Sales Order Header import template file (in XLS [...]
[...] General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Contact Import Screen Name: IMPORTCONTACT Function: Import new and update existing contacts.
Contact Import Screen
File Name/Browse: Use the Browse button to locate and select the completed contact import template file (in XLS format) Export Template: Generates a blank Contact Import template file Map Fields: Fields must be mapped prior to importing. [...]
[...] General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> Notes Import Screen Name: IMPORTNOTES Function: The Import Notes screen creates Note file entries tied to Organizations, Projects, and Project Opportunities. The Notes Import does not have an Export Template option. You can find a copy of the Notes Import Template in the ABIS FTP site in \Implementation Files\Import Templates. The Notes Import [...]
[...] PO Receipt screen Screen Name: COILRECEIPT Function: This jump screen will appear when receiving a coil from a PO. It is used to enter in the details of the individual coil lot being received.
Fields
Coil # - Coil number of the coil being received Date Received - Date the coil was received Received By - Resource receiving the coil CurrWhse - Warehouse receiving the coil [...]
General Information
Default Menu Location Transaction >> Item Control >> Coil Finder Screen Name FINDCOIL Function The Coil Finder allows you to search current and past coil inventory using all data fields related to a coil. Filters Tab
The Filters Tab provides multiple fields to search by to find coils location and status The scroll box on the bottom left allows the user to narrow which warehouses to search in When relevant fields are filled in press the Find button and [...]
General Info
Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> User Import Screen Name: IMPORTUSER Function: The Import User screen creates the User in Adjutant attribute record, links it to the Contact ID, and can complete all of the required fields in the User Details tab and the User Password Settings tab. The import program can even establish user security mimics. Many of the fields on the Import User Records template are mandatory. Required [...]
[...] Description
Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Item Master Import Screen Name ITEMIMPORT Function The Item Import screen allows you to import Item Master records into Adjutant. Item Import screen
Filters/Fields Item File Name/Browse: Use the Browse button to locate and select the completed Item Master import template file (in XLS format). Export Template: Generates a blank Item Master import [...]
[...] 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 [...]
[...] Information
Default Menu Location: Transaction >> Importers/Exporters >> Accounting >> AP Check Import Screen Name: IMPORTAPCHK Function: This screen imports historical AP Check payment records tied to AP Invoice numbers in Adjutant. Import AP Checks Screen
File Name(Header)/Browse: Use the Browse button to locate and select the completed AP Check Header import template file (in XLS format). Note - both the Header and Distributions files are required and must be imported at the same time. File [...]
[...] Description
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Inventory Qty Import Screen Name : IMPORTQTYIMP Function : Add or replace stock inventory quantities.
Average Cost will be updated according to the value in the spreadsheet. Inventory Cost Tiers are not updated; they must be added using the Cost Tier Import.
Inventory Quantity Import Screen Filters/Fields
Item File Name/Browse: Use the Browse button to locate and select the completed Inventory Quantity import [...]
[...] Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Bill of Material (BOM) Import Screen Name BOMIMPORT Function This screen imports assembly items into the Item Master Bill of Material attribute. The BOM Import will add records if they do not exist, but can also be used to update/replace existing records. The update function will replace all matched BOM record details with the data in the latest import file. Be aware, that if you have an existing BOM record with 10 input items and [...]
[...] Information
Menu Location: Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Price Group Import
Screen Name: Price Group Import (PRICEIMP)
Function: The Price Group Import is used to create new price group records, update existing records, or delete unwanted records. The import can create either customer pricing or vendor pricing controls. Vendor pricing groups are not as common. The Price Group Import can update either the Customer Pricing [...]
[...] Default Menu 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 [...]
[...] Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Customer/Vendor Part Import Screen Name : IMPORTVPART Function : The Customer/Vendor Parts Import is used to set the alternate vendor or customer part number details for Adjutant item codes on the C/V Part tab. The Customer/Vendor Parts Import is most commonly used to set the vendor associations for items ordered through the QuickBuy application, and to set the default order source for items. Most of the order calculation criteria [...]
[...] Information
Default Menu Location Transactions >> Importers/Exporters >> Accounting >> Cash Receipts Import Screen Name IMPORTCASHREC Function The Cash Receipt Import screen will import and apply Cash Receipts towards open AR invoices or create deposit/open credit receipt records. Cash Receipts Import Screen
File Name/Browse: Use the Browse button to locate and select the completed Cash Receipts import template file (in XLS format). Export Template: [...]
General Info Screen Name: IMPORTITEMID Function: Import new and update existing subinventory items.
File Name/Browse: Use the Browse button to locate and select the completed contact import template file (in XLS format) Export Template: Generates a blank Contact Import template file Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name [...]
[...] Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Cost Tier Import Screen Name : ITEMIMPORTSBS1 Function: The Cost Tier Import program allows you to create cost tier tables for recently imported inventory quantities. Cost Tiers are used to accurately track cost for all system cost methods. Receiving both lot-controlled and non lot-controlled items on purchase order receipts will automatically create cost tier data for all system cost methods. It is critical to import [...]
[...] General Info
Menu Location : Transaction >> Importers/Exporters >> Item Control >> Contract Pricing Import Screen Name : PRICEIMPCONT Function : The Customer Pricing Import screen imports records into the Contract Master screen. Required Spreadsheet Format
Download the Import Template . To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format. Spreadsheet Explanation
Each column of the spreadsheet is described below: Custno: The Organization ID of the customer [...]
[...] Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Item OHF Min/Max Import (ITEMDET) Screen Name : ITEMIMPORTDET Function: The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records. Item Import (DET) Screen Fields/Filters
Item File Name/Browse: Use the Browse button to locate and select the completed Item OHF Min/Max import [...]
[...] General Notes
Customer Numbers - If the leads should be imported with specific numbers, make sure the import file has the Custno column filled out. Customer numbers can be automatically be generated for leads during the import process if the Custno column is empty. If the customer wants to maintain some numbers, and allow Adjutant to generate the rest, confirm exactly which records should keep their numbers and which ones should have new numbers generated, and update the import file accordingly. The 'Org ID Root' [...]
[...] 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
[...]
[...] files from legacy system: Inventory Quantities/Costs _ _ Mock Go Live Export files from legacy system: Coil quantities/costs/info _ _ Mock Go Live Import files into Adjutant: Open AR _ _ Mock Go Live Import files into Adjutant: Open AP _ _ Mock Go Live Import files into Adjutant: Inventory Quantities/Costs _ _ Mock Go Live Import files into Adjutant: Coil quantities/costs/info _ _ Mock Go Live Sort through all open transactions [...]
Default Menu Location
Transaction >> Importers/Exporters >> Projects >> Project Import
General Information
The Project Importer allows you to import project information into Adjutant.
Import Project Screen
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Project Import template file (in XLS format). Export Template: Generates a blank Project Import template file Map Fields: Fields must be mapped [...]
