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[...] Description
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 [...]
[...] General Description
Menu Location: Transaction>>Importers/Exporters>>Item Control>>Bill of Material (BOM) Export Screen Name BOMEXPORT Function This screen generates an XLS export file of BOM details for items matching the filters. The exported file can be used as an import template for the BOM Import screen.
BOM Export Screen
Fields/Filters
Class: Enter a single item class value or a range to filter the BOM [...]
[...] 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 [...]
[...] 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. [...]
[...] 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 [...]
[...]
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 >> 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 [...]
[...] 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. [...]
[...] 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 >> 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 >> MBS/QuestWare Integration >> Excel BOM Import/BOM to Excel Screen Name MBSGRID Step By Step Guide For Metal Building Creation (MBS to Adjutant) 1. Create Project for the Building using the Project Screen.
2. Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen This sales order will have one line item. [...]
[...] 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 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 [...]
[...] 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 [...]
[...] Description
Default Menu Location Transaction >> Importers/Exporters >> MBS/QuestWare Integration >> Excel BOM Import/BOM to Excel Screen Name MBSGRID The setup option MBSQW must be turned on for Questware to work with Adjutant There are a few key differences between MBS and Questware integration with Adjutant:
Questware does not have to deal with the "BOM to Excel" screen Questware has 2
[...] 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 [...]
[...] General Description
Default Menu Location : Transaction >> Importers/Exporters >> MBS/QuestWare >> Excel BOM Import
Please note that the name of this screen may be different in your menu tree.
Screen Name : MBSGRID Function : Imports a specifically formatted Excel spreadsheet into Adjutant as either a quote or sales order. This spreadsheet is specifically geared towards metal building/component parts. When importing as a sales order, it is assumed that you are importing the [...]
[...] 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 [...]
[...] 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 coil is new (not in Adjutant already), you must also have linear feet.
Item codes that are not matched to an existing [...]
[...] 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 [...]
[...] 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 [...]
[...] MBSREAD Text File - mbstext Function - This program is designed be set up as a service to automatically import Sales Orders and Quotes using a specific set of CSV templates. A new email account will need to be set up by the customer's email provider. The name of the email does not matter, but the account will need to be able to send emails through SMTP and connect through IMAP. This process also requires the setup of a new MBSREAD service program in the Adjutant environment. General Process - The Header, Lines, and BOM files (outlined below) [...]
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 [...]
General Info
Adjutant is able to import files generated by the MWF (aka StrucSoft) program. It is mainly used for light gauge steel member and wall/floor panel production. The integration is able to take files with thousands of lines and create a full order within a few minutes or less. MWF Integration is intended to be used in conjunction with AMS/Eclipse, and is a necessary part of integration today. Importing the files will create two new sales orders, attached by a project, one for assembled panels (SO Type = "S") and one for the members (SO Type = "M") of the [...]
[...] 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 [...]
[...]
Default Menu Location: Transaction >> Importers/Exporters >> Tasks and Time Billing >> Resource Import Screen Name: IMPORTRES 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: [...]
Default Menu Location
Transaction >> Importers/Exporters >> Item Control >> Bin Import General Information
Import new bin locations per warehouse. Separate import lines will need to be created for each Warehouse/Bin combination needed.
Bin Import Screen
File Name/Browse: Use the Browse button to locate and select the completed Bin Import template file (in XLS format). Map Fields: Fields must be mapped prior to importing. If no changes have [...]
[...] 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 [...]
[...] Description
Default Menu Location Transaction >> Importers/Exporters >> MBS/QuestWare Integration >> BOM to Excel Screen Name MBSGRID [...]
