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[...] 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 needed to generate a format for your specific [...]
[...] - The Update TBatches screen is used to find and correct GL Distribution lines linked to Temporary Batches (T Batches). During the General Ledger batching process, the GL Distribution records are created first, then the Batches are created, then the Distributions and Batches get matched together. In between the process of creating the GL Distribution records and creating the Batch records, the GL Distribution records are assigned a Temporary Batch Number (T Batch). If any errors [...]
General Description
Default Menu Location Transaction >> Order Entry >> Generate Recurring Orders Screen Name RECGEN Generate Recurring Function This screen is used to create recurring purchase and sales orders that have been previously set up. Fields/Filters
Type: Type of order you wish to create (purchase orders or sales orders) End Date: Cut-off date for the orders to be created Customer/Vendor [...]
[...] Count screen can be used with wireless scanners to complete a paperless count, or it can be used to generate count sheets for a manual count. Pending counts can be completed in batches or all at the same time. Once counts have been entered, either by entry on the ‘Pending Counts’ tab, or by entry via wireless scanners, the counts must be finalized, or committed. Once the counts are committed from the ‘Completed Counts’ tab, an accounting batch is created for any inventory value adjustments and the inventory records are updated with the current [...]
General Information Default Menu Location Transaction >> General Ledger >> Retransfer Temp GL Batches
Screen Name GLTRANS
Function The Retransfer GL Batch screen allows you to transfer any batch that was not successfully transferred to your GL during the Generate [...]
[...] from another screen, the Buyout Sheet Screen . Transaction >> Procurement >> Buyout Sheet (Click on "Generate Vendor Bids" button) Generate Vendor [...]
[...] Information
Default Menu Location: Jump Screen from Sales Order Screen Name: GENPOQUEST2 Function: The Generate PO look allows a user to create a PO from line items on a Sales Order. Generate PO screen Special Security Tokens
S1 - QBONLY: This will only allow users to send material to Quick Buy using Gen PO (POGEN, [...]
General Description
Default Menu Location: Transaction >> Quotes >> Customer Quotes >> Generate Orders Screen Name: RFQ Function: This screen is used once you have received and updated all of your costs on the Customer Quote and have won some or all of the line items on the quote. Customer Quote Screen Header Tab Customer Quote Screen Line Item Tab Customer Quote Screen Line Item View Tab
Process
Check the line items you won and lost and any that are still pending. Choose a Shipping Event or create a new one by clicking Shipping Event . Click [...]
General Information
Default Menu Location: Transaction>> Accounts Receivable>> Generate Finance Charges Screen Name: GENFC Function: This screen will allow users to generate [...]
[...] Screen Name : AUTOSCHVIEW Function: The Auto Process Schedule screen is used to set up automatic batches and report sets. Auto Process Schedule - Click for full size Schedule
The Schedule shows a daily view of each report set and batch that is scheduled to run. You can scroll through each week by using the corresponding forward and backward buttons. The CID drop down will filter the schedule by the CID you select. Otherwise, it will show all CIDs. Double-click on any Report Set record on the screen to view more details about it. Right-click on any Report [...]
[...] Account The account number Note Debit Debit amount Credit Credit amount Project Phase UnPosted Batches Tab
Unposted Journal Entry Tab lists the batches that have not yet been posted. [...]
[...] Location
Transaction >> Procurement >> Vendor Inquiry
General Description
This screen is used to generate vendor inquiries (Bid PO) for stock items or for items specifically on open customer quotes. Check the line items you wish to receive quotes for and click Generate [...]
[...] 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, and Manual Zip information. Rules need to be setup for the source code to work properly. Contact your ABIS consultant for more information.
2. On the new AVR Import screen, select the Import button. Browse [...]
[...] Click the Copy button Edit the contract details accordingly How To Video: Copy a Contract
Generate Other Charges
Transaction >> Contract Master >> Generate Other Charges
Select a Contract the charges are coming from (Click here to learn where to setup a contract) Edit the Quantities inside the grid (Default quantities, previously set up in the contract, will be displayed) Click the ADD button to add any additional charges that do not already appear in your grid Select Work Category and Department in the fields Leave [...]
[...] Transaction>> Accounts Payable >> Positive Pay
Screen Name : APMAKEPP
Function : Adjutant will generate a Positive Pay .csv file based on check payments made in the system that can be sent to a bank.
Once generated, the Positive Pay csv file will be saved in the AP_PP_Exports folder contained in the Adjutant Folder. Format There are three formats used: OLDPP - The traditional positive pay format containing transaction type, routing number, check date, number, amount and vendor. NEWPP - The new format containing the account number, routing info, check [...]
[...] period. You can still post entries into a closed period that is not locked. Locking a Period prevents any batches from being posted into that period. Closing a Year will move the fiscal year's profit/loss into the Retained Earnings account that's listed on the CID Maintenance screen. Click here for Close GL Period/Year FAQ Q: Can you post batches into a period that's [...]
[...] will have trouble also. Printing from Preview Screen
Printing directly from the preview screen will generate a Error Loading Printer Driver at times, using the Print option on the Message Control screen uses a different method of selecting the printer, and does not generate [...]
[...] Weekly Time Sheet Transfer Billing Approve/Edit Billing Project Control Sales Order Ship Sales Order Generate Batches [...]
[...] LineNum - Line number for the associated line item. If left blank, the line number will automatically generate according to the spreadsheet order. If duplicate line numbers are found for the same sales order number, only the last record will be imported. *f23 - Item - Item number. The item number must exist in Adjutant. The import will not import invalid items, will not create item codes, and will not default to a MISC code. Sales Order Import Additional Steps
Sales Orders imported with an 'O'pen status should be edited on the Sales Order header screen and the 'UpTax' [...]
[...] embedded into SQL database. FRACCPAC - FRACCPAC GENBATCHPOST - Asks user if they want to post new batches after generating batches. [...]
[...] discount given/taken GL account. CRALLACCT - CRALLACCT DIRITEMDET - DIRITEMDET FCBYPROJ - Change FC to generate by Custno/ProjID if FCBYPROJ setup option is enabled. FCEXCLPAID - If checkbox checked, then exclude all paid invoices from FC generation. FCITEMINT - FCITEMINT GRPSHIPBYCPO - Groups Invoices by Bill To + Cust PO. GRPSHIPBYPROJ - Groups Invoices by Project ID. GRPSHIPBYSHIPTO - Groups Invoices by Bill To + Ship To. HOLDINV - Option for the Skip Processing flag to prevent the invoice from being built in order to hold off invoicing until order has completely [...]
[...] Information
The Campaign Function is to keep track of communication under different marketing campaigns. Generate Tab
Campaign Master Screen Generate [...]
[...] different invoices for a day for a sales person. Report Filters
Custno: Enter the customer number to generate a report. Company: Enter the company name for the invoice. Start Date: Enter the start date for the report. End Date: Enter the end date for the report. Sales Person: Select a sales person for the invoice. Acct Manager: Select an account manager for the invoice. Sort By: Report can be sorted by Bid Order, Change Order, One Time Sales, Recurring Sales, Software License, Work Order. Drill Down View: Check the box to see the Drill Down View of the report. [...]
[...] Report Click here for screenshot General Description
Sales Comparison Report screen allows user to generate sales reports for two different time periods [...]
[...] saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct. [...]
[...] the Org record.
The resulting AP invoice can be tagged with a Project/Phase if needed.
When the Generate Invoice button is clicked:
An AP invoice [...]
[...] LineNum - Line number for the associated line item. If left blank, the line number will automatically generate according to the spreadsheet order. If duplicate [...]
[...] saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct. [...]
[...] saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct. [...]
[...] saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct. [...]
