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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 basic information about the company. [...]
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 [...]
[...] - Basics Today's Prices is no longer used. The rules for pricing display is maintained in the Rule Maintenance screen by selecting Pricing for Basics from the drop-down menu. Fields/Filters
Default Supplier: Default supplier/vendor for this item Supplier Part#: Default supplier's part number for this item Unit Group: Unit group for this item Stock Unit: Stocking unit for this item Price Group: Price group for this item Product Group: Product group for this item Item GL Code: Item Transaction Category for this item Base Cost: Base cost for this item List [...]
[...] information with the info in the spreadsheet. The program matches on custno, then the first 5 characters of company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting to update existing organizations with an import file that has custnos entered. If this box is unchecked, and the import file contains custnos that already exist, the import process will create [...]
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 party accounting package if one is in use.
The Posting [...]
[...] set once during implementation and generally does not need 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: [...]
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The Details tab contains general information about the User. Location and Adjutant Settings
User ID: The username used to log in to Adjutant Password: The password used to log in to Adjutant Name: The actual name of the User Phone Extension: The phone extension of the User Terminal Printer: The default printer for the User Laser: The default Laser Printer for the User Default CID: The default Company ID for the User Default Menu: The default menu bar for the User Default WHSE: The default [...]
[...] 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 program allows you to import the details for the COILJUMP [...]
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 – Sales Order Type Overflow [...]
[...] information with the info in the spreadsheet. The program matches on vendno, then the first 5 characters of company name and the first 5 characters of address1, then city. This feature can be used to update organization information other than the company name and address details, which will not be changed. This box should be checked if you are attempting to update existing organizations with an import file that has vendnos entered. If this box is unchecked, and the import file contains vendnos that already exist, the import process will create [...]
[...] report by service order Active Project Summary - ACTPROJ
Standard Report Fields (Header - ACTPROJ)
Company gc_company Standard Report Fields (Group Header company - ACTPROJ)
Customer company Standard Report Fields (Group Header keyno - ACTPROJ)
Owner fullname Project ID keyno Project Name name Notes shortnote Standard Report Fields (Detail - ACTPROJ)
Project name Phase Dates pstartdate penddate Phase phase Customer [...]
[...] and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.) Organization Master Screen Organization Icon in the Toolbar
Fields/Filters
ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.) Name: Name of the organization being adding or editing (Click [...]
[...] Master. f9 - PoNum - Customer PO number from the original order f10 - HeldFor - Held For organization ID. This field is not required on the header file. f11 - SoType - Sales Order type. This field is no longer in use. f12 - TaxRate - Tax rate percentage. This value is imported to the datatable, and can be used for custom reporting, but is not used for tax calculations. *f13 - Terms - Payment terms for the selected invoice. Valid terms from the TERMS rule should be used. If an entry is found during import that doesn't match an existing TERMS rule record, that entry [...]
[...] Detail: CountyCodeD By Customer Number - CountyCode
Standard Report Fields (Header - CountyCode)
Company lc_company As of Date 'As of' + dtoc(date()) Order Type Selected '(' + lc_para + ')' Standard Report Fields (Group Header sotype - CountyCode)
SO Type: Sales order number sotype1 Standard Report Fields (Group Header state - CountyCode)
State state State Code mbmastate Standard Report Fields (Detail - CountyCode)
Customer Number custno County county County Code mbmacounty Sales exttot % [...]
[...] 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 fields are noted below in the file definitions section. The Password Settings fields must be filled in on the import file. CID password setting defaults are not loaded during the import. Import [...]
[...] choice. Below is a breakdown of the screens involved, and the required setup. Screens Involved
- Rule Maintenance - Checking Accounts - Contacts - Generate AP EFT File
Required Setup Rule Maintenance : First requirement is to setup the ACH Data Setup rule. GL Account - Here you will specify the checking account from which payments will be made. File Name - This is where you will specify the name of the file that is generated. Format - This is currently built to handle Amegy Bank's format. Contact your consultant to discuss what is [...]
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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 all subdivisions (linked SUBDIV children) in the District you select at the top of the screen. [...]
[...] should be read for the vendor you have selected. Click this icon to view the comment. Vendor: The company you are purchasing items from. Organizations with a Sold From attribute are available for selection. Remit To: The company being paid for the purchased items. Organizations with a Remit To attribute are available for selection. Ship To: The warehouse receiving the purchased items. Warehouses are maintained in the Warehouses screen. Deliver To: For drop-ship purposes, you may enter any organization here that has a Ship To attribute. [...]
General Information
Default Menu Location Maintain >> System >> Rule Maintenance
Function: This rule defines the default settings to be used for the task and time entries that get generated from the Task/Time API.
Rule Setup – Text Fields
Def BillCode: Default Bill Code for the task assignment and time entry. Resource defaults will override this. Def SkillCode: Default Skill Code for the task assignment. Resource defaults will override this. Def HeldFor: Default HeldFor for the task and [...]
[...] Warehouse Summary/Detail Standard Report Fields Summary - revbyjob
Page Header - revbyjob
company: company Date and time: datetime() Page Number: "Page # " + alltrim(str(_pageno)) Warehouse Name: whsename Selected Filters: lc_filt Detail - revbyjob)
Project ID/Name projid msnname Kips kips Customer company Net Revenue netamt Freight frtamt Price Per ton ppt Est Margin estmargin Margin % marper Group Footer Sorter - revbyjob
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[...] contract takes effect End Date: The date contract ends Customer Contact: The contact person inside the company regarding this particular contract Internal Contact: The contact person inside your company regarding this particular contract Bill To: The company being billed for this contract Active: Check this box to make the contract active (Only active contracts may be selected in the Task Entry Screen in the Contract # field) Default: Check this box to make it the default contract for the organization (The contract [...]
[...] and which ones should have new numbers generated, and update the import file accordingly. The 'Org ID Root' field can be used during the import process to assign up to 3 characters as a leading Custno value. Organization Attributes - The lead import process can attach additional customer attributes to imported records. If additional attributes need to be assigned during import, the attribute must be flagged to display on the Import screen in the ATT_ENT rule. Rule Maintenance Records - Below are the Rule Maintenance [...]
[...] guide are intended for a Systems Administrator level user or a user that has experience updating Rule Maintenance records. The Rule Maintenance screen is a powerful, system-level control screen with the potential to cause major issues if changes are not handled properly. If you have any concerns about following the steps in this guide, or have any questions along the way, contact your Strategist (aka Consultant) for assistance. Step 1 - January 2021 Desktop Release
The January 2021 Desktop Software Release, available on Monday, January [...]
[...] used to create or modify Vendor Inquiries. Click on
Add/Change/Void Vendor Inquiry Vendor: The company you are purchasing items from. Remit To: The company being paid for the purchased items. Ship To: The warehouse receiving the purchased items. PO Date: The date the purchase order is issued. Req Date: The date the items are required for receipt. Tax%: The applicable tax percentage to be applied to the purchased items. Buyer: The person buying the items. Only people with the Buyer attribute may be selected from this drop-down [...]
[...] 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 a new task or sales order is started for this customer. If the DOCLIMITCHECK setup option is enabled and the customer has 'Do Not Exceed' in their Bill To screen, users [...]
[...] Material Receipt to which the carton belongs (if no MR was used, the field displays "0") CartID: Carton ID Number Company: Company which the cartons belong Pulled: Whether the carton has been pulled from the warehouse for shipment Location: Location of the carton in the warehouse
Queued Picks Tab
Queued Picks Screen The Queued Picks tab displays all parts and cartons queued for picking in the warehouse selected from the drop-down menu at the bottom of the window. Fields/Filters
Pick List#: Picklist [...]
[...] and add new organizations. (An organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, address, location, etc that has a relationship with your company.) Organization Screen Fields/Filters
ID: ID # of the organization (Leave this blank when entering a new organization, Adjutant automatically assigns the ID.) Name: Name of the organization being adding or editing (Click Company to [...]
[...] and paid invoice totals to locate any missing vendors or invoices. The 1099 Types (TYPE1099) Rule Maintenance record contains the valid 1099 types for your system. The 1099 form controls are linked to the 1099 type in this screen. Review this setup for any changes needed for the current year. Run and review the AP Invoice Report for the current year’s paid invoices in Summary mode to look for any vendor records that should have been set up for 1099 reporting. Update the Remit To ‘1099 Type’ settings for any vendor that should be included in 1099 Reporting. NOTE - [...]
[...] 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, state, and zip code in a pop-up window Clicking the Arrow button will toggle between Business and Home addresses Phone numbers: There are four available fields for phone numbers of the selected contact person [...]
General Information Default Menu Location Maintain >> System >> Rule Maintenance Function This rule controls which AMS machine details are not imported or which AMS machine details are not bundled
Rule Setup – Text Fields No Text Fields In Use Rule Setup – Number Fields Machine ID: [...]
