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 : 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. Click here for the Depreciation [...]
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 [...]
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: 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 [...]
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. This information is commonly used on reports and forms. Click to open [...]
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, [...]
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 [...]
[...] Debit is made to Stock Inventory account and a Credit is made to Accrued AP (P.O. Clearing) For more information please see the PO Receipt page AP Invoice: A Debit is made to Accrued AP and a Credit is made to Accounts Payable For more information please see the Accounts Payable page AP Check: A Debit is made to Accounts Payable and a Credit is made to a cash account For more information please see the Print AP Checks page
Production of Stock Item
Purchase Order Receipt: A Debit is made [...]
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 [...]
General Description
Default Menu Location : Transaction >> Fixed Assets >> Asset Depreciation Posting Screen Name DEPPOSTING Function : This screen is used to post depreciation expenses to the General Ledger. Asset Depreciation Screen
Instructions
Enter the Posting Period in the format shown (YYYYMM) Check the Preview Postings box if you wish to view a summary or detailed report of what the postings will be To post to the GL, select the report type you [...]
General Information
Default Menu Location : Reports >> Fixed Assets >> Monthly Asset Depreciation Screen Name : DEPSS Function : Produces a depreciation schedule for fixed assets in a given year. This report is commonly exported to Excel for data validation and manipulation. Monthly Depreciation [...]
[...] plant, and equipment. These accounts include land, buildings, equipment, vehicles, and accumulated depreciation for those assets. These accounts have normal debit balances. The third range of account numbers are current liabilities accounts. These accounts include accounts payable, interest payable, unearned revenues, and notes payable. These accounts have normal credit balances. The fourth range of account numbers are long-term liabilities. These accounts include mortgage loan payable, bonds payable, and discount on bonds payable. These accounts have normal credit [...]
General Information
Default Menu Location : Reports >> Fixed Assets >> Asset Depreciation Summary Screen Name : DEPSCH Function: The Yearly Depreciation Summary displays past, present, [...]
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 on the Master tab. Fields/Filters [...]
General Information
Default Menu Location Maintain >> Address Book >> Organizations How to Create a New Customer
STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will display the Organization Screen STEP 2: Click New/Add STEP 3: Add the customer's information into the corresponding fields. You may leave the ID field blank. Adjutant will automatically assign an ID. Click Save when finished. STEP 4: Click the Edit Attributes button STEP 5: Select Bill To ( Bill To Information [...]
General Information
Screen Name: WATERAPP Function: The AVR Importer allows a user to import an excel file to a new screen in Adjutant. The screen filters the information imported into different categories such as Cutoffs or Delinquents. Users can then select multiple addresses and generate multiple work orders from the same service order group. Template: AVR Import Template Process 1. Using the excel template from Adjutant, fill out District, PhyAdd, Source, Subdivision, Serial, Last Read, Task Notes, Manual Address, Manual Address2, [...]
[...] number f2 - ID1 - Value for the item's ID1 field. For example, if ID1 is Length and you want to import information to stock a 20-foot piece enter '20' here. f3 - ID2 - Value of the item's ID2 field. f4 - Minqty - The minimum qty for ordering (in eaches) f5 - Maxqty - The maximum qty for ordering (in eaches) f6 - Basecost - The base cost for the item (per each). f7 - wtval - The weight for the item (per each). f8 - Lenval - The length of the piece. (If ID1 is lenght then import the same value here as you did for ID1.) f9 - Sqftval - The square footage of the piece. [...]
General Information
Default Menu Location >> This is a jump-screen that is called from the Comm button on the Sales Order screen. Screen Name Commission Link Record
Commission Information - Click for full size Function The Commission Information screen displays which people are set up to receive commission on the order. It does not display the commission amount, as that can change based upon Tiers and Quotas when the commission is actually calculated. This information [...]
General Information
Default Menu Location The Email is on the Users screen, which is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function These fields must be filled out in order to send out emails and alerts from Adjutant Email Setup Screen Step-by- Step Instructions
1. Select the Contacts icon in the toolbar. 2. Click the "User in Adjutant" attribute. 3. Find the contact that needs updating and click Edit 4. Fill out the SMTP Server/UserID/Password/Domain [...]
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 Window field controls when transactions can be posted in [...]
[...] located in the Trouble Code , Date , Time , or SvrOrd# columns and a screen containing more detailed information about the service order will be displayed. Double-click on any line in the Location column and a screen containing more detailed information [...]
General Information
Default Menu Location Maintain >> Shipping >> Delivery Route Master Screen Name DROUTEH Function The Delivery Route Master is used to generate shipping events. Delivery Route Master- Click for full size
Master Tab
Create shipping route templates with Route Name by entering time restraints, location and type of route. Start Time Time loading the shipment starts Cutoff Time/Cutoff Day Offset Sets the deadline of when an order can be added to a shipping event Type Shipping Event Type defined by a rule called SE Type Whse Warehouse [...]
[...] toolbar. This will display the Organization Screen STEP 2: Click New STEP 3: Add the vendor's information into the corresponding fields. You may leave the ID field blank. Click Save when finished STEP 4: Click the Edit Attributes button STEP 5: Select Remit To . The Remit To Information screen will be displayed. STEP 6: Click Edit and enter the correct payment information for the new vendor/ STEP 7: Click Save [...]
[...] the "Catch-Weight Item" attribute to the item, and click into the attribute. 2. Enter the conversion information for each unit. Click here for a screenshot [...]
[...] Adjutant Toolbar
Screen Name : ENT Function : The Organization screen lists all organizations’ key information. Users can also edit existing 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 perform [...]
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 an AR Invoice from an AP Invoice. AP Invoice Master Screen Invoice Details [...]
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 [...]
General Information
Default Menu Location Maintain >> Address Book >> Organizations Organization screen Procedures
STEP 1: Click the Organization icon located in the Adjutant Tool Bar . This will display the Organization screen . STEP 2: Click New STEP 3: Add the location information into the corresponding fields. You may leave the ID field blank. Click Save when finished. If the location is only [...]
[...] inventory value adjustments and the inventory records are updated with the current count. For more information on the Cycle Count screen, refer to the following Wiki : CLEAN UP UNBILLED PO RECEIPTS
The Unbilled PO Receipts report should be run throughout the year as a regular procedure to spot check for purchase order receipts that may need attention or correction. However, at end of year, it is important to perform a deep-clean of the report and remove any lingering purchase order or accounts payable issues that have remained on the report throughout the year and [...]
ACT Integration General Information
The main function of the ACT Integration is to create a fully formed sales order using the output from the ACT Building Systems software. To begin using, the ACTMAP rule will need to be filled out. Instructions
One the ACTMAP rule is filled out, a new Import ACT button will appear on the Sales Order header screen. Users must first create a new sales order for the customer and save it. Once saved, the Import ACT button becomes active. When the Import ACT button is clicked, the user will be prompted to upload the ACT text file. [...]
