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General Info
CID Setup Options determine how Adjutant 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 [...]
General 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 [...]
[...] 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 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 on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete [...]
[...] AMSBUNDLE user fields. Change layout of user fields to match new format (Pass Customer PO# to Eclipse in the User1 field, and pass the Job# to Eclipse). AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead of ams profile. AUTOQUICKCART - Automatically create a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. AVAILRED - [...]
[...] 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. 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 on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete [...]
[...] warehouse locations, serialized items, and lot-controlled items and allows for the inclusion of freight in/out, direct, and indirect costs of the item. Attach notes to any item that automatically print on purchase orders, quotes, sales orders, and invoices. Easy-to-use search features make finding similar/substitution items a breeze and a wide-ranging drill-down tool gives you insight into any item in your database. Item Master Screen Basic
Item Master - Basics Today's Prices is no longer used. The rules for pricing display is maintained [...]
[...] 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 Name(Details)/Browse: Use the Browse button to locate and select the completed AR Invoice Details import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. Export Template: Generates a blank AR Invoice Header or Details template file Map Fields: Fields [...]
General Information
Stock inventory can be valued four different ways in Adjutant:
Average Cost Specific Identification First in, First Out (FIFO) Last in, First Out (LIFO) All four methods are updated perpetually (as transactions occur in the system) and maintained at a Warehouse, Inventory Owner, and Held For level (aka OHF). A combination of Specific ID and one of the other three costing methods may be used to value inventory. Unit costs are maintained at a 4 decimal places [...]
[...] warehouse to another from Quick Buy. Quick Buy - Click for full image
Basic Guidelines for Items in Quick Buy
The Quick Buy screen follows some basic guidelines in 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 [...]
[...] appear on several forms, including sales orders and invoices.) Master ENT: The same Code as entered in the Organization Screen for your organization Paths/Remote Transfer
The Remote Transfer tab is used to supply network directory information for folders that Adjutant commonly uses. Adjutant will display a warning message at login if it cannot locate these folders.
Accounting Backend
The Accounting Backend tab contains information about a third party accounting package if one is in use.
The Posting Window field controls when transactions [...]
[...] Accounts Payable modules. System Check Accounts Check Numbers
Checking Accounts are defined once in the Checking Accounts screen. Other information entered on this screen such as Bank Name, Address, Routing Number, and Account Number may be printed on the check. The next check number that Adjutant will use is also defined on the System Cash/Checking Accounts screen.
Please note that the Next Check Number number may be changed at any time!!! You can change it while printing checks, or you can change the [...]
[...] guide contains the recommended procedures for preparing for and completing your end of year procedures in Adjutant. The guide assumes a calendar (January through December) year structure with December as the end of year month. For customers with a different fiscal calendar setup, simply adapt the procedures in this guide to your calendar. The guide is categorized by pre-end of year preparation steps and actual end of year closeout steps. Not all of the steps will apply to all customers. The steps presented are the best practice procedures for [...]
[...] General 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 [...]
General Information
Defualt Menu Location Transaction >> Accounts Payable >> Print AP Checks Screen Name PRINTCHECK2 Print AP Checks Screen Function Checks are typically printed from the the Print Checks screen in Accounts Payable. Print Checks
A single check may be issued for a single invoice from the Manual Check screen. There are several options available [...]
[...] Checklist is an ADJ2020 exclusive feature.
The Project Checklist is accessed from the Checklist tab in the Project Control screen. The Project Checklist will only display if a checklist has been set up in the Project Checklist rule that matches the project type of the selected project record. Some of the built-in features include: Flexible setup for multiple project types Flexible navigation with collapse/expand controls, page jumps, and footer filters Project Phase date integration with start and end dates [...]
[...] 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 Details tab contains general information about the User. Location and Adjutant Settings
User ID: The username used to log [...]
[...] tracking cut charges. Price Source-Fixed: The Fixed option will use the fixed per unit charge amount in the associated field (set as 1.00 in the image above) to determine the cut charge rate. Price Source-Customer Pricing: The Customer Pricing option will use the pricing in Item Master for the Cut Charge Item, along with the rules established in Customer Pricing to set the cut charges. Charge Basis-Charge Per Cut: The Charge Per Cut option will apply the cut charge to each item [...]
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 [...]
[...] 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 BUILDERDEP form name) Subdivision attribute Connection attribute (with CONNECTION form name) If you are using the Tapping application, the Tap Sizes (TAPS) rule must be set up prior to importing connection records. [...]
[...] 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 finished panels, with the finished panels including a custom bill of materials based on the produced members. The Sales Order types do need to be defined in the rule with the codes "S" and "M". [...]
[...] 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 - If set, default the copies on CoilReceipt screen to 2. COILPROFILE - Adds filters for Width, Color, Material, and Gauge. CONFUSER - User ID defaults into the [...]
[...] 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
Item File Name/Browse: Use the Browse button to locate and select the completed Profile import template file (in XLS format). Export Template: Generates a blank [...]
[...] 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: From here, you can then enter in the rest of the contract details in the following tabs.
Fields/Filters
Contract #: The name of the contract Start Date: The [...]
[...] Backend
The Accounting Backend tab contains information about a third party accounting package if one is in use.
The Posting Window field controls when transactions can be posted in the system. Any transaction (invoice, cash receipt, check, inventory transfer, production, etc) must be executed with an accounting date that falls within the posting window.
Click here for CID Accounting Backend Screen
Fields
Name: Name of the accounting software Backend Type: Server type Path to SYS Files: Location of accounting software on server [...]
[...] Implementing the New 1099-NEC Changes for Tax Year 2020 Overview
This guide will cover the actions required in Adjutant to update the 1099 Reporting software to accurately report nonemployee compensation amounts on the new 1099-NEC form required by the IRS for tax year 2020. The steps included in this guide are intended for a Systems Administrator level user or a user that has experience updating Rule Maintenance records. The Rule Maintenance screen is a powerful, system-level control screen with the potential to cause major issues if changes are [...]
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 [...]
[...] 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 "Bill of Material" or "Shipper List" for the building, thus you are required to select an existing project before importing. Choose a file to import
Spreadsheet [...]
[...] 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 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 on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to [...]
[...] based processes. (Foxprocess.exe) Note Reader - Reads an email mailbox using POP, and creates notes in Adjutant based on a set of rules. (MailRead3.exe/MailReadPop3.exe) Inbox Reader - Reads a email mailbox using POP, and transfers attached files to other folders based on a set of rules. (Inboxread3.exe) ItemDet Update Service - Offloads OHF Counter processing from the desktop version to a service. (AdjItemDetUp.exe) PDF Maker - Creates standard reports for the web version of Adjutant. (PDFMaker71.exe) Resource Time Import - Imports resources and Time entries from a [...]
[...] Name : BANKREC Function : The Bank Reconciliation screen provides an interface to reconcile Adjutant AP and AR transactions to your bank's current balance.
The Bank Rec screen may also be used to enter Manual Cash Adjustments.
Filters
The Filter tab of the Bank Rec screen controls what is displayed on the Checks/Deposits/Adjustments tab. The user may select a Checking Account, Date Range, and Status. Leaving the Date Range blank will return all records for the selected checking account and status. The Group By Deposit Code/Date [...]
