[...] 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 and set by a single item code. [...]

Sales Order Import — 1.4%

[...] 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 [...]

AR Invoice Import — 1.3%

[...] 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 at the same time. File [...]

Customer/Vendor Part Import — 1.3%

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 [...]

Coil Import — 1.3%

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 [...]

Bill of Material (BOM) Import — 1.2%

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 [...]

Profile Import — 1.2%

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. [...]

Item Detail (OHF) Import — 1.1%

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) [...]

Order Import Automation — 1.0%

[...] 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) will need to be generated manually, [...]

Bill of Material (BOM) Export — 0.9%

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 [...]

Order Entry Setup Options — 0.9%

[...] 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 [...]

Customer Pricing Import — 0.9%

[...] 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 [...]

Production Work Order - Yields — 0.9%

[...] 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. [...]

Configurable Item (SOC) Import — 0.9%

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 [...]

Sales Order - Line Item Entry — 0.9%

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 of that line item [...]

Customer Import — 0.8%

[...] 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 [...]

Inventory Qty Import — 0.8%

General 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 [...]

AP Invoice Import — 0.8%

[...] 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 [...]

Vendor Import — 0.8%

[...] 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. [...]

Item Notes Import — 0.8%

Default Menu Location Transaction >> Importers/Exporters >> Item Control >>Item Notes Import General Information Imports item notes for use as line notes in other application records, such as Quotes, Sales Orders, Invoices, Production Work Orders, and Purchase Orders. Notes There is a limit of 255 characters per Excel field that may limit the size of the note being imported. Excel will allow entry of more than 255 characters in a cell, but the spreadsheet will not save anything [...]

Transfers and Adjustments — 0.8%

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 [...]

Contact Import — 0.7%

[...] 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. [...]

Notes Import — 0.7%

[...] 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 [...]

Stock Replenishment (Quick Buy) — 0.7%

[...] 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 [...]

Import User — 0.7%

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 [...]