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General Information
Default Menu Location Maintain >> Item Control >> Item Master Screen Name JUMP2 Function Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, prices, transaction history, inventory locations, and much more. Complex pricing for purchasing and sales is easily maintained through separate item pricing and product groups. The Item Control module also allows [...]
[...] the quantity of duplicate items on a sales order when packing in prompt 74. For example, if you have item# 1234 on line # 1 with a quantity of 15 and the same item (#1234) on line # 19 with a quantity of 25, this option will show that you need to pack 40 total. 74CHKPWONS - Prevents user from packing a non-stock production item using prompt 74 that has not been marked as produced. 79_ALLQTY - Combines the quantity of duplicate items on a sales order when packing in prompt 79. For example, if you have item# [...]
General 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). [...]
[...] pricing and format of the cut charges can also be customized. Once the charges are set up and tied to an item code, the calculations are handled automatically on both Sales Orders and Quotes. These automatic calculations require the SOCUTCHARGE / SOFRTCHARGE setup options to be enabled.
Cut Charge Setup Screen
Fields / Filters Cut Charge Item: Enter a non-stock item code from Item Master. All cut charges are controlled [...]
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
[...] to Eclipse and follow normal AMS integration procedures. Adjutant is configured to use a custom BOM item called "WALLPANEL". It should be configurable, contain a BOM attribute, be produced and have the resell check box. All units should be configured in EA. Adjutant will use this item when making the Assembled Panel order. Configuration questions will be filled in from the Panel tab in the MWF Excel format (see below). The custom BOM will be filled out according to the Member tab of the MWF Excel format (see below). The sales order created [...]
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 [...]
[...] to nearest multiple and notify user. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COILPROD - If set, coils must have color and gauge filled out in profile table. PWOs are grouped by GAUGE and COLOR. CPARTBILLTO - CPARTBILLTO DEPTPROD - Add new logic to S2P to break up PWO by Gauge/Color. Process logic by department based on log4 flag. DIRITEMDET - DIRITEMDET DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows [...]
General Information
The Line Item Entry Tab is where one would input the items being sold. Sales Order Line Item Entry Tab Line Item Entry Input
L#: Line number Item: Item with item code and description below Customer Part #: Customer Part #, manual input Use: DropShip: Rev#: Sell Unit: The unit used that the item is being sold by QtyOrd: The quantity [...]
[...] Template
The Header file template must be a CSV file with the following columns: Type – Type code for the type of order to create. This value should come from the Sales Order Types rule, or the Quote Types rule, depending on the value entered in the SorQ column (explained below). New Number – SO or Quote number to use for the order. This can be left blank to let Adjutant assign the next available order number. Soldto – Organization ID of the customer for the order. Billto – Organization ID of the entity responsible for paying the bill. This can be different [...]
General Information Default Menu Location Maintain >> Item Control >> Customer Pricing
Screen Name PRICEGROUP
Function The Maintain Pricing screen is used to create and maintain item pricing rules.
Setting Up a Price for a Specific Customer To set up a new pricing matrix, follow these steps:
NOTE: For this example we will set up a new pricing rule for a specific customer and item.
STEP 1: In the Filter section on the bottom half of the screen, select which type of pricing matrix you want [...]
[...] the report. Department Information
There are seven Departments shown on the report: Built-Up (dept code of BU) Cold Form (dept code of CF) Fabricated Cold Form (dept code of FC) Panel (dept code of PA) Structural (dept code of ST) Trim (dept code of TR) Warehouse (dept code of WH) BUILT-UP Estimated Weight - Value of SOC Report Code = G on any line item [...]
[...] Master Screen Name: WOMAST Function: The Yields tab displays what has been produced for each line item on the PWO. PWO - Yields Tab Click here for a screenshot Fields/Filters
The Yield and Line Item are virtually the same, however it is possible to have multiple yields for one line item. Along with completely assembling a line item, the Yields tab also allows you to reject, certify, and partially assemble any line. There are eight tabs on the Production Work Order screen. [...]
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 Export results by Item Master class. Item Range: Enter an [...]
[...] ProjNum is more common. f36 - SoDate - Sales Order date (MM/DD/YYYY) f37 - InvType2 - Invoice form code. This entry matches to the code in the INVFORMS rule to set the default invoice form. If left blank, it will use the default invoice form from the rule. f38 - InvoiceStat - Invoice status code. This entry matches to the code in the INVOICESTAT rule to set the custom invoice status used in AR Invoice reporting. If left blank, it will use the default invoice form from the rule. [...]
General Information
Default Menu Location : Transaction >> Importers/Exporters >> Item Control >> Item OHF Min/Max Import (ITEMDET) Screen Name : ITEMIMPORTDET Function: The OHF Import, also known as the ITEMDET import is used to add new Warehouse, Owner, Held For (OHF) records or to update the order control details on existing OHF records. Item Import (DET) Screen Fields/Filters
Item File Name/Browse: Use the Browse button to locate and select the completed Item [...]
General Information
Default Menu Location Maintain >> Item Control >> Customer Pricing Screen Name PRICEGROUP Customer Pricing Screen Function The Maintain Pricing screen is used to create and maintain item pricing rules. Setting Up a Price for a Specific Customer
To set up a new pricing matrix, follow these steps: NOTE: For this example we will set up a new pricing rule for a specific customer and item. STEP 1: In the Filter section on the bottom half of the screen, select which type of pricing [...]
[...] order to produce recommended restock quantities. First, the following must be true in order for an item to even show up in Quick Buy: 1. The item must be a stock item. 2a. The Projected Qty must be less than or equal to the minimum qty AND the Order Qty must be greater than zero. OR 2b. The Projected Qty must be less than zero AND the Allocated Qty must be greater than zero.
The exceptions to these rules are items that are manually pushed to Quick Buy from the Sales Order screen.
Buy/Make/Transfer
Buy [...]
General Description
Default Menu Location Transaction >> Item Control >> Transfers & Adjustments Screen Name ITEMXFER Function The Transfer and Adjustment screens allow users to change incoming and on-hand inventory by: Location - Transfer inventory between warehouses Quantity - Adjust inventory to match physical counts Identification numbers - Correct lot or serial number to a previously entered stock item Cost - Change current stock and weight unit values Transfer Tab
The Transfer tab is used to transfer stock inventory [...]
[...] order to pull the desired tax rate from the vendor remit to record. *f9 - POType - Purchase Order Type code from the POTYPE rule. Blank or invalid import entries will use the default entry from the POTYPE rule. *f10 - HeldFor - Inventory Held For name f11 - ConfirmTo - Purchase Order Confirm to field value (max 60 characters) f12 - Remarks - Purchase Order Remarks field value (max 100 characters) f13 - Buyer - Purchase Order Buyer. Buyer entries should exactly match an existing Contact record set up with the Buyer attribute. If they do not match, the entry will not [...]
General Information
Default Menu Location Transactions >> Importers/Exporters >> Item Control >> Profile Import Function This screen is used to import profile details for production items. The profile details are displayed in the Profile screen linked to the item's department attribute. The import will create profile records if they do not exist, or it can be used to updated existing profile details for matched item numbers.
Screen Name IMPORTPROFILE
Profile Import Screen
Fields/Filters
General Information
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 has [...]
[...] record as soon as the order is edited and the UpTax button is used. *f9 - SOType - Sales Order Type code from the SOTYPE rule. Blank or invalid import entries will use the first entry from the SOTYPE rule. *f10 - ShipTo - Ship To organization number f11 - Notes - Sales order header notes f12 - Status - Sales order status code. Valid entries are 'O' (Open), 'C' (Closed), and 'V' (Void). If Status is blank or invalid, the sales order will be set to 'O'pen status. f13 - OrdDate - This field is no longer in use f14 - EstDate - Sales Order [...]
General 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 file. Be aware, that if you have an existing BOM record with 10 input items and you import [...]
General Description
Default Menu Location Transaction >> Importers/Exporters >> Item Control >> Configurable Item (SOC) Import Screen Name SOCIMPORT Function The Configurable Item (SOC) Import screen allows you to add or update SOC details. Use the Configurable Item (SOC) Export screen to generate the template file for this screen. The SOC Import will add records if they do not exist, but can also be used to update existing records. The SOC Import will also create the Configurable [...]
[...] Function: Create/Edit Standard Tasks (aka Trouble Codes). Main Fields
Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. Task Priorities are maintained in Rule Maintenance of Adjutant by selecting Task Priority Codes from the drop-down menu. SvrOrd Form: If there is a default service order form for the task, enter it here. CSvrOrd Form: WrkOrd Form: If there is a default work order form for the task, [...]
[...] Screen with Task Displayed
Main Fields
Standard Task Main Fields Standard Task: The name/code of the task. The first field below this is for a short description of the task. The second field is for a full description of the task. Priority: The default priority of the task. Task Priorities are maintained in Rule Maintenance of Adjutant by selecting Task Priority Codes from the drop-down menu. SvrOrd Form: If there is a default service order form for the task, enter it here. CSvrOrd Form: WrkOrd Form: If there is a default work order form for the task, [...]
General Information
Default Menu Location Transaction >> Importers/Exporters >> Configurable Item (SOC) Export Screen Name SOCEXPORT Function This screen will export the SOC questions and answers for the specified items. This screen is used to generate the import template for the Configurable Item (SOC) Import. Fields
Class - This field is a range of alphabetically based item classes Item Range - This field is a range of items to export from Item [...]
[...] correctly. CCNITEINV2 - Option to generate niteinv2 records after commits complete. Records made for each item/loctid committed. CCOUNTCHNGWHSE - CCOUNTCHNGWHSE CCOUNTWHSECHNG - Without setup option, scanner will flag scans in otherwhse as invalid. CCOUNTWHSECHNG - Without setup option, scanner will flag scans in otherwhse as invalid. CFSHOWTOTAL - Option to show total band, default is off. CLEANSCRAP - CLEANSCRAP COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 - If set, default [...]
[...] blank, the CID Maintenance AR Account will always be used. Revenue
Revenue accounts are figured on an item-by-item basis; each item on the Sales Order may go to a different Revenue account. The Revenue account is derived based on nine different factors: 1. Item Transaction Category (aka ItemCat) 2. Customer Transaction Category (aka CustCat) The ItemCat and CustCat are combined to create a Transaction Category . The Transaction Category provides the starting point for the Revenue and [...]
