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Order Entry Setup Options — 3.1%

[...] matching date to blank if set. CALCDRIVETIME - Automatically calculates driving distance from the Sales Order warehouse to the Ship To address per driving directions from Yahoo. Enabling this option will slow down order entry for new Ship To locations. CCAPPROVE - Option to not block save of SO if using approvals. CHECKPACKQTY - Check entered qty vs system packqty. It Qty isnt a multiple, round to nearest multiple and notify user. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price [...]

CID Setup Options — 3.1%

[...] scanned P# is not already allocated to the SO. 74_ALLQTY - Combines 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 [...]

Sales Order Import — 3.1%

General Description 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: [...]

Sales Order - Header — 1.8%

General Information Default Menu Location The Sales Order Icon is located on the Toolbar Screen Name SOR3 Function The Sales Orders Screen is used to add, edit, and void sales orders. The Header tab is used to enter the basic information that starts a sales order. Icons Add/Create ShipTo: Click the button in order to create a new ShipTo for the [...]

Purchase Order Import — 1.8%

General Description Default Menu Location Transaction>>Importers/Exporters>>Purchase and Sales Orders>>Purchase Order Import Screen Name IMPORTPO Function The Purchase Order Import screen allows users to import external Purchase Order files into Adjutant. Purchase Order Import Screen Fields/Filters File Name(Header)/Browse: Use the Browse button to locate and select the completed Purchase Order [...]

Quote Setup Options — 1.6%

[...] 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 [...]

County Sales — 1.2%

Default Menu Location Reports >> Sales Force >> County Sales General Description The County Sales reports allow tracking of missing MBMA county codes. Report Filters Date Range: Sales order date Order Type: Sales order type Sort Orders: Customer Number, County, State Report Style: Summary, Detail Type of Report to Run By Customer Number: CountyCode [...]

Item Master — 1.1%

[...] 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 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, [...]

AR Invoice Import — 1.0%

[...] 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 Name(Details)/Browse: Use the Browse [...]

MBMA Monthly Report — 1.0%

[...] Report Overview The MBMA Monthly Report produces either a detail or a summary report showing the MBMA order items processed in the specified reporting month. Sales Order line items show in the appropriate reporting sections based on their sales order date and the types of activities during the specified reporting month. The Summary report produces a single page report with the MBMA totals expressed in the format and layout similar to the online MBMA submission [...]

AR Invoice Master — 0.9%

[...] Screen Name : INVMAST Function : This screen is used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice. Enter the invoice number and click Edit button to change a field on the header. Click the Select button to also enable searching by Customer PO, Sales Order#, or Invoice Amount. Fields/Filters/Buttons CC Credit Card Processing: Click the Credit Card icon [...]

Sales Order Types (Overflow) — 0.9%

[...] General Information Default Menu Location Maintain >> System >> Rule Maintenance Function The Sales Order Types (Overflow) rule contains additional sales order type rule settings that do not fit in the original Sales Order Types rule. Rule Setup – Text Fields SO Type Code: Enter the SO Type letter code that matches the code from the Sales Order Types [...]

Journal Entry Architecture - Invoicing — 0.8%

[...] Batch Generator can make several batch journal entries. One of the options is the batch for Invoicing (Sales Order shipment or Time Entry billing). Many things affect which GL accounts will be debited or credited when creating an invoice. There are typically 5 accounts affected during invoicing: 1. Accounts Receivable - AR is debited in the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the invoice less sales tax. 3. Sales Tax - Sales [...]

Cut Charge / Freight Charge Setup — 0.8%

General Information Default Menu Location 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 [...]

Excel BOM Import — 0.8%

[...] 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 Format An example spreadsheet can be downloaded [...]

Sales Order Q&A — 0.7%

SO Header Questions Q: What are "Global ShipTos" and what are they used for? A: A global ship to is used to signify a ship to location that can be used for ANY sold to in the CID. Most commonly used for "CUSTOMER PICKUP (CPU)". Q: What is the "Rev#"? A: Rev# is revision number. You will see this on a lot of our transactional screens, although a lot of the coding has been counted out for this on most screens. It is traditionally used to track changes in a transaction, such as revisions made to a sales order. [...]

Production Setup Options — 0.7%

[...] assembled part owner is captured in ITEMMOH,ITEMMOD. INCFREIGHT - Display freight as a line item on Sales Order and Invoice. INCPACKING - Display packing as a line item on sales order and invoice. LABELDIFF - New screen to allows setup of custom Inventory labels for Custom/Item pairs. Change InvLabel generation points to use custom label if found (LABELDIFF CID option enables). MATCHOUTTOIN - If set, and all inputs and outputs are the same unit, then adjust the yield to the sum [...]

Item Master- Attributes — 0.7%

[...] BUYCONFIG: This attribute can be put on an item that's on the BOM of a configurable part. This will order the BOM item (the one with the BUYCONFIG attribute) when the user selects the 'PO' button from a sales order containing the configurable part. The raw materials from the BOM will be combined on the PO (one line per item). This is meant to work with items that are stocked in the same way they are configured (driven by the controlling quantity on the configuration screen). So if the item on the BOM is controlled [...]

Commission Plans — 0.7%

[...] characters in length and can be changed at any time. Earned On: The source of the base commission amount (Order, Invoice, or Payment). Determines when the commission is actually calculated/earned. A commission can be earned at one point and due to be paid at another. For example, the commission may be earned at time of order, but the salesperson will not be due that commission until the order is invoiced and/or paid. In-Full: Applies to the Earned On field and is applicable to Invoices and Payments. Allows you to [...]

Purchasing Setup Options — 0.7%

[...] 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 Confirm To field on the Purchase Order Header. CONSUMABLE - CONSUMABLE DIRITEMDET [...]

Print Sales Order — 0.7%

Default Menu Location Reports >> Order Entry >> Print Sales Order Click here for screenshot General Description Print Sales Order screen has the ability to generate one or more sales orders and the packing lists. To print a sales order, enter the SO number. To print more than one SO, enter the beginning SO number and the ending SO number with colon in between the [...]

Questware to Adjutant Guide — 0.7%

[...] Creation (Questware to Adjutant) 1. Create Project for the Building using the Project Screen. 2. Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen This sales order will have one line item. Line item will be "Metal Building" (additional line item would be freight). Once added on the Sales Order, system will ask configuration [...]

MBS to Adjutant Guide — 0.7%

[...] Creation (MBS to Adjutant) 1. Create Project for the Building using the Project Screen. 2. Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration [...]

Comparative Job Cost Report — 0.7%

[...] (dept code of WH) BUILT-UP Estimated Weight - Value of SOC Report Code = G on any line item of any Sales Order linked to the Project. Estimated Cost - UDF Report Code = CJCBU on the Estimated Dept Cost project form. Actual Weight - Weight of all line items on Project Sales Orders with a Department = Built Up Standard Cost - Actual Weight multiplied by the Std Cost per LBS as entered by the user on the report screen Actual Cost - Sum (Qty Used * Avg Cost) of all items used on Built-Up Production Work Orders [...]

Transfer/Reorder Sales Orders — 0.7%

Transfer/Reorder Sales Orders General Information Source WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items from. Target WorkOrd# - WO/SO number of the sales or work order you wish to transfer the line items to. Reset - Will reset the screen back to blank. ReNumber - Re-numbers the line items that have been transfered. Single Down Arrow - Moves the selected line item to the target work order. [...]

Procurement Setup Options — 0.6%

[...] nearest multiple and alert user. CLEARPOMSN - Clears the Project ID and phase fields on the purchase order for each new line item. CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header. CONSUMABLE - CONSUMABLE DIRITEMDET - DIRITEMDET EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order. FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales [...]

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 [...]

Comparative Sales Report — 0.6%

General Description Default Menu Location Reports >> Sales Force >> Comparative Sales Report Screen Name SALESCOMPARE Function Comparative Sales report screen allows users to generate a comparison report for selected month and year to the year before. A report could be a comparison sales report for the company and among its customers or it could be a comparison of the sales teams within the company. Fields/Filters Month: Selected month for the [...]

Setting the AR GL account by sales order type — 0.6%

[...] used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified GL account. Rule Setup – Sales [...]

MWF Integration — 0.6%

[...] wall/floor panel production. The integration is able to take files with thousands of 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 [...]

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