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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 [...]
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 [...]
[...] do some mass updates in Excel and then want to import that data back in to Adjutant. Organization Attributes: Select any attributes that should be assigned to ALL customers in the import file. The list is limited to attributes in the Organization Attributes rule that have the Show in Import flag checked. Click here for an example . Customer Import File Definitions
f1 - Company - Name of Company/Organization f2 - Contact1 - Default Contact for [...]
[...] 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 details that should be set in order to track the most data for imported leads: Suspect Lead Sources (SOURCE_ENT) [...]
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. If no changes have been [...]
Shipping Contact General Information
The main function of the Shipping Contact is to designate a contact on the order for the specific shipping location. This might be the main contact at the job site that needs to know specific delivery information such as the shipping window. With the proper set up, the Logistics coordinator can contact the main shipping contact on the order with the push of a button, providing relevant [...]
[...] 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 Attributes button Edit Attributes and Hide Attributes button toggle between current attributes assigned to the organization and all of the other attributes available Check the box to the right of the attribute [...]
Default Menu Location
Maintain >> Address Book >> Contact AR Contact: Will direct AR-type documents (AR statements, invoices, past due notices, etc.) to this contact. Contact - Main General Description
Attribute: [...]
How to send out text message updates for a sales order
Overview
Adding a contact attribute (SMSUPDATE) will allow customers (contacts) to receive text messages at the following stages of a Sales Order's life cycle:
Items are sent to production (S2P button on the sales order) Items are produced (PWO is complete) Shipping Event has a status of "Shipped" Shipping Event is marked as "Delivered" Setup
1) Fill out the text message address for contacts
The first step is to fill out the contact's 'Email 2' with their phone number in [...]
[...] do some mass updates in Excel and then want to import that data back in to Adjutant. Organization Attributes: Select any attributes that should be assigned to ALL vendors in the import file. Vendor Import File Definitions
f1 - AcctCode - Enter the customer ID for this vendor's record on an outside accounting system. Updates the Acct. Vendor Code value in the SoldFrom record. Alternatively, can be used as a miscellaneous code entry for reporting. Allows 6 alphanumeric digits. f2 - Adddate - Allows you to override the system adddate [...]
[...] from the pull-down menu) Phone: Organization phone number Fax: Organization fax number Email: Contact email address (Click Email to send an email from the Adjutant) Contact: Main contact person’s name for the organization
PLEASE NOTE: Entering a contact name while ADDING an Organization will also create a new Contact. Entering a contact name while EDITING an Organization will NOT create a contact [...]
[...] from the pull-down menu) Phone: Organization phone number Fax: Organization fax number Email: Contact email address (Click Email to send an email from the Adjutant) Contact: Main contact person’s name for the organization
PLEASE NOTE: Entering a contact name while ADDING an Organization will also create a new Contact. Entering a contact name while EDITING an Organization will NOT create a contact [...]
[...] 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 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 columns on the [...]
[...] sends an ACH formatted file per AP check paid. This process can also send a formatted email to the AP Contact of the check recipient, or a default email address of your 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 [...]
[...] General Information Default Menu Location Maintain >> System >> Rule Maintenance
Function The Project Attributes (ATT_MSN) rule controls the available Project Attributes for the Project Master screen.
Rule Setup – Text Fields
Attribute: Attribute name.
Group: The group attributes [...]
[...] display account manager from parent company only. Otherwise, display all contacts with account manager attributes. ACCTMGRREQONENT - AcctMgrReqOnEnt ADDDATETOPROJOPPNO - ADDDATETOPROJOPPNO ADDSUSPECT - If enabled, suspect screen is launched after save of new Org, adding suspect attribute to new Org. NOTE: Orgs created from other screens will not auto populate a suspect attribute. ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJ2.0 - ADJ2.0 ADJAP - Adjutant Accounts Payable module is installed. ADJAR - Adjutant Accounts Receivable [...]
[...] of the email will be listed as the Owner of the note if the sender is a Note Owner (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the owner will be blank. The sender of the email will be listed as the Add User of the note if the sender is a User in Adjutant (attribute on the contact record) and the email address is listed on their contact record (one of the two email addresses). Otherwise, the [...]
[...] Location
Reports >> Production >> Print Production Work Orders
You will also have to set up some Contact attributes. Maintain >> System >> Rule Maintenance >> Contact Attributes General Description
The Auto-Process check box on the Print Production Work Orders screen does two things: 1. If the correct attributes have been set up and applied to at least one person, the production work orders will be automatically emailed. 2. If one or more of the [...]
[...] active in the company Xfer: To transfer this resource's schedule to their Microsoft Outlook Calendar Attributes: The attributes for this resource (Resource attributes fall into two separate categories: Skills and Zones) [...]
[...] General Information
Default Menu Location : Maintain >> System >> Rule Maintenance >> PHONECODE (Contact Phone Number Types) Screen Name : RULEM Function: Determines what types of phone numbers appear on the Contact screen . You can have as many different types as you need, however only 4 will appear by default on the Contact screen. Rule Maintenance - Phone Code Screen
Fields
Phone Name : Enter the name of the type of phone number. Code : Enter a two letter code used for the type of phone number. [...]
General Description
Default Menu Location Maintain >> Item Control >> Item Master Item Attributes are maintained in the Rule Maintenance screen under Item Attributes. Item Attribute screens Fields/Filters
Asset: Select this attribute if you want an asset to be created in the Asset Information screen every time you receive the item. An item with this attribute must be a stock item and serialized. BOM ( Bill of Material ): Select this attribute if the item contains a bill of material. The Bill of Material Master window will [...]
[...] and service orders started/completed after this date cannot be applied to this contract
Customer Contact: Select the contact person inside the organization regarding this particular contract
Internal Contact: Select the contact person inside your company regarding this particular contract. This is the contract manager. Only people with the Contract Manager attribute will be available for selection
Bill To: Enter the customer being billed for this contract
Allow Non-Listed [...]
[...] 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 BUILDERDEP form name) Subdivision attribute Connection attribute (with CONNECTION form name) If you are using the Tapping application, [...]
[...] can be changed in the FREIGHT rule. COD Amount: The COD Amount from the SO. This can be changed. Contact: The contact person. This info is pulled from the default contact of the customer; or the default contact listed on the Project the SO is linked to. Ship Status: The shipment status of the SO. These options can be changed in the BOLSHIPSTATUS rule. On Site Date: The date and time the shipment is expected to arrive. Cashiers/Company Check: Check [...]
[...] choose to include or omit the following information on the report: Organization Report screen with the Attributes Option
Address Line Contact Person Contact Information Parent Organization Child Organization People Attributes Line Salesperson Account Manager Accounting Links ==How To Print a List of Vendors== Print a list of Vendors To print a list of your vendors, click the Choose from List radio button next to Org Attributes. [...]
[...] software is loaded Details Tab
Details screen contains more information regarding the assets and their attributes. Asset Detail- Click for full size Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below. Asset Information - Attributes List Resource : An asset that is used as a resource in task management Depreciable Asset : An asset whose value is depreciated and tracked for accounting purposes ECR: An asset that requires the tracking [...]
[...] that have been marked as inactive, and will reject the imported items if there is a match. Select Attributes: Attributes selected during the import process will be applied to ALL imported items. Review and verify that the attributes are set correctly before each import. Correcting [...]
Below is a list of all attributes that may be assigned to people. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below. Resource: A resource is defined as a person, company, or asset that is used to conduct business and/or generate revenue. User in Adjutant: A User in Adjutant possesses a Log-in Name and Password; they are able to use the system. Account Manager: This person may be assigned as the account manager for a customer. Buyer, Purchase Order: This person can [...]
[...] This is a checkbox that designates whether a customer has been contacted for shipping or not. The "Contact Customer" button will prompt the user to mark that box during the contact process. [...]
[...] 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 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 User File Screen [...]
