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CID Setup Options — 3.0%

[...] operates. They are maintained in the Company ID (CID) Maintenance . They may also be changed through Screen Setup Options . Setup Options and Definitions Numbers 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 [...]

Order Entry Setup Options — 1.7%

[...] log4 flag. DIRITEMDET - DIRITEMDET DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - EXTMARGIN FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. ICNEWCOST - Change Scrap screen to use Cost Tiers if ICNEWCOST enabled. INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice. INCPACKING - Display Packing [...]

Purchasing Setup Options — 0.9%

[...] module is installed. CFSSHOWTOTAL - Option to show total band, default is off. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of the the OHF orderinc value. Only check if OrderInc is 0, and if the PO qty is in stk units. If not a multiple, reset to nearest multiple and alert user. CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item. COILLABELLOG - Add print button to display coil screen to print a one-off tag. Printed when COILLABELLOG CID option is set. COILLABELX2 [...]

Quote Setup Options — 0.9%

[...] to new RFQ. Ask during save process. DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order. EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. EXTMARGIN - If set, then launch new shared margin screen. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order. INCFREIGHT - Display freight as a line item on Sales Order and Invoice. INCPACKING - Display packing as a line item on Sales Order and Invoice. [...]

Task Entry Screen — 0.9%

The Task Entry Screen is used to add/edit/delete tasks (service orders). There are two sections in this screen. The bottom section contains detailed information about the task entered in the top section. The icons, fields, buttons, and tabs in this screen are described below. If this service order is to be billed as a $0 charge, check the NonBill box BEFORE you enter any information. Clicking it after you enter any information will erase everything you have entered. Open/Completed Tasks - Left click [...]

Adjutant End of Year Guide — 0.8%

[...] ‘as-of’ mode Many customers have a slow period in the last week of the calendar year The Cycle 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 [...]

Item Master — 0.7%

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 you to maintain costs on several levels and automatically update costs based on multiple variables. It handles an unlimited number of warehouse [...]

Connection Import/Match (Water District Match Import) — 0.7%

[...] 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 as 'District' Builder attribute (with [...]

Task Management Setup Options — 0.7%

[...] ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen. CHTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. COLORBYDEPT - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding. EDITPROJNOTE - If enabled, then the project note can be edited from the grid. The project is updated on lost focus on the note [...]

Schedule Screen — 0.6%

General Information Default Menu Location Transaction >> Task Management >> Schedule Screen Name SCHEDULEN2 Function The Schdule allows users to add/edit/view the tasks assigned to individuals and departments, as well as choosing the time period day/week/month. The schedule is also accessible from the Adjutant Toolbar . Schedule Master Screen Fields and Filters Schedule tabs along the top of the screen are labeled with classifications of resources that may be scheduled for use. Schedule tab names [...]

Screen Setup Options — 0.6%

The Screen Setup Options window is called from the Info button on the Forum/Info/Wiki screen. It displays system and security information about a screen. Add Security for Users An administrator may use this tab to update security rights related to the screen for multiple users. The grid on the left side of the screen lists all of the Security Rights applicable to the screen. The grid on the right side of the screen [...]

Tap Setup — 0.6%

General Description Default Menu Location: Transaction >> Tapping >> Tap Setup Screen Name: TAPENTRY Function: The Tap Setup Screen is used to create new tap and inspection service orders, enter builder payments, and maintain legal (S-B-L-T) locations of addresses. Physical/Legal/Tap The first tab on the Tap Entry screen will display all addresses (linked SHIPTO children) in the District you select at the top of the screen. You can edit existing addresses and add [...]

Purchase Order - Header — 0.6%

General Information Default Menu Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3 Function The Purchase Orders Screen is used to add, edit, and void purchase orders. The Header tab is used to enter the basic information that starts a purchase order. Related Tabs For more information about individual Tabs in the Purchase Order Screen please see the following: Purchase Orders - Line Items / Purchase Orders - AP Info / Purchase Orders - Receipt History Fields/Filters [...]

User in Adjutant — 0.6%

General Information Default Menu Location The Users screen is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function The Users screen contains all of the Security and Rights options for each user in Adjutant. The security tokens, log-in information, and email alerts can all be viewed and edited from these tabs. Video Walk-Through Details The [...]

TRACKLENGTH — 0.6%

Item Master The 'Track Length' selection on the Item Master screen is a way of tracking different subsets of inventory under one item code. For example, you could have an item called FLATBAR12 for 1/2 inch thick flat bar and track all the different length and width combinations under that one item code. Any item with 'Track Length' selected should also be lot controlled. Settings Tab ID1: Enter a label here to define the primary way to track inventory for the selected item. 'Length' for example. ID2: Define a second measurement (if needed). For example, you can [...]

Time and Material Entry - Labor — 0.5%

[...] Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab. Screen Name: QUICKTIIME Function: The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task. Associating Labor With a Service Order/Task An easy way to post time to a specific task [...]

Standard Task Import — 0.5%

[...] Importer allows you to import and update Standard Task records in Adjutant. Standard Task Import screen Fields/Filters File Name/Browse: Use the Browse button to locate and select the completed Standard Task Import template file (in XLS format). Export Template: Generates a blank Standard Task 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 columns [...]

Shipping Setup Options — 0.5%

[...] built in order to hold off invoicing until order has completely shipped. ICNEWCOST - Change scrap screen to use Cost Tiers if ICNEWCOST enabled. INVDATEBATCH - Allows user to assign invoice date on batch screen instead of shipment screen. If found, use new invdate field as source of invoice dates. If not found, disable field. MARKALLSHIP - Marks all line items as selected when using the Manual Ship SO screen. MOVEPACK - MOVEPACK MSCHECKBINQTY - If set, then verify bin has qty [...]

Cut Charge / Freight Charge Setup — 0.5%

[...] Maintain >> Order Entry >> Cut/Freight Charge Setup Cut Charge Setup Function The Cut Charge Setup screen allows user to implement and control the automatically calculated cutting charges for material sales that fall below a specific length requirement. The setup screen allows length controls to be established by one of four different criteria called Process Filters. The 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 [...]

Freight In-Out Processing — 0.5%

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 [...]

Connection Information — 0.5%

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 [...]

Contacts — 0.4%

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 [...]

Record Finder — 0.4%

General Information Default Menu Location Transaction >> Address Book >> Record Finder Screen Name JUMP2 Search Record Finder- Search Screen The Search screen is used to find organizations and view nearby tasks. Enter any of the known information into the corresponding field and click on Find button This will automatically switch you over to the Results tab and display the matching search results Results Record Finder- Results Screen To schedule a new [...]

Time & Materials Setup Options — 0.4%

Setup Options & Definitions ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). CHKTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task. ICNEWCOST - Change scrap screen to use Cost Tiers if ICNEWCOST enabled. LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry. MATCHSOL - Only Solution Codes with the same starting number as the Standard Task may [...]

Task Grid — 0.4%

General Information Default Menu Location Maintain >> Task Management >> Task Grid Screen Name RTGRID Function The Task Grid allows users to view and update tasks using a variety of different filters and fields. Task Grid Window Fields/ Funtions It enables you to specify dates, priorities, resources, zones, customers, locations, departments, work categories, projects, phases, contacts, contracts, assets, unscheduled and/or scheduled tasks, and incomplete and/or complete tasks. To view all work for a specific location, enter the address in the Location field [...]

AP Invoice Master — 0.4%

[...] 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 [...]

Contract Master — 0.4%

General Information Default Menu Location Maintain >> Contract Management >> Contract Master Screen Name CONT1 Contract Master Screen Function General tab is used to add/edit/delete all contracts with other customers. Creating New Contracts To create a new contract: 1. Type in the Organization associated with the contract into the upper left hand box: 2. Click the 'New' button on the right side of the screen: 3. Enter in the appropriate contract info, then click the save button: [...]

Shipping Event Link (SE Link) — 0.4%

[...] (set up in the Ship Via rule), when the user attaches a sales order to a shipping event, a new Link screen will automatically pop up on save. Users should select the lines that they want to link to the shipping event that was created. It is recommended that users link all the lines to the first shipping event created. Unlinked lines will not be attached to any shipping events and will display "None" from the Sales Order Line Item Entry screen. The best way to see what has been assigned and unassigned to the shipping event is to toggle the [...]

Credit Card Processing — 0.4%

General Information This screen will display if the Credit Card option is selected in the POS screen if the POSLAUNCHCC setup option is enabled. This screen can also send integrated credit card transactions directly to Heartland**, our certified credit card processor. For more information about Heartland click here. Fields Credit Card Number: Enter the customer's credit card number here. If you are using a swipe device, make sure your cursor is in this field before you swipe the card. Expiration [...]

Organization Attributes - Sold To — 0.4%

[...] General Description Default Menu Location: Maintain >> Address Book >> Organization Organization screen is also accessible from the Adjutant Toolbar . Screen Name: SOLDTO Function: Sold To is an attribute jump screen from the Organization Screen. Sold To Screen Fields/Filters Misc Code: User-defined field Salesperson: Salesperson for this organization Only people with the SALES attribute will be listed for [...]

Desktop Adjutant

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