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CID Setup Options — 3.1%

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 [...]

Order Entry Setup Options — 1.7%

Setup Options & Definitions ADJAR - Adjutant Accounts Receivable module is installed. AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSBUNDLESET2 - Option to change layout of 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 [...]

Purchasing Setup Options — 1.0%

Setup Options & Definitions ADJAP - Adjutant Accounts Payable 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 [...]

Quote Setup Options — 1.0%

Quote Setup Options ADJAR - Adjutant Accounts Receivable module is installed. AVAILRED - AVAILRED BLANKESTDATE - Set the matching date to blank if set. BLANKREQDATE - Set the matching date to blank if set. CHECKPROFILE - CHECKPROFILE CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production. COPYRFQDOCVAULT - If enabled, ask to copy docvault files from copy source RFQ to new RFQ. Ask during save process. DOCLIMITCHECK - System will check the Credit Limit on Bill To screen [...]

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 [...]

Screen Setup Options — 0.8%

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. [...]

Adjutant End of Year Guide — 0.7%

[...] 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 most customers and may not reflect every customer’s end of year needs. This guide is also not meant to be an all-inclusive guide for every customer. Some customer’s unique required end of year reporting [...]

Task Entry Screen — 0.7%

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 [...]

Standard Task Import — 0.7%

[...] 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 — 0.6%

Setup Options & Definitions ADDTODROPS - Add 1 to all drops with higher drop by 1 on change of drop number. ADJAR - Adjutant Accounts Receivable module is installed. ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approval/Edit Billing and Ship SO screens after creating the invoice. AUTOQUICKCART - Automatically creates a carton with settings from QUICKCARTON whenever a shipping event is created. If AUTOQUICKCART is enabled, make default QuickCart when SE is saved. BOLBYCARRIER - If enabled split up BOLs by shipto/carrier. [...]

Task Management Setup Options — 0.6%

Setup Options & Definitions ALLOWOVERLAP - Disables the schedule conflict message received when assigning/scheduling a task that will overlap with an existing scheduled task. ALLOWTASKQUOTE - ALLOWTASKQUOTE 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 [...]

Connection Information — 0.6%

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 [...]

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. [...]

Item Master — 0.6%

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) — 0.5%

[...] 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 [...]

Barcode Scanner - Prompt 77 - Coil Receipt Verify — 0.5%

General Info Prompt 77 is used to verify items as physically at the plant before receipt. Setup of rule maintenance, standard task, route maintenance and email template to be completed before use. Rule setup 1. Navigate to Event List in rule maintenance screen. 2. Add new Event to EVENTLIST rule with the event and type codes as **POSCAN-XXX, where XXX is the location found in the Warehouse Screen , and code is set to CR. 3. This must be done for each location. Email [...]

Item Control Setup Options — 0.5%

Setup Options & Definitions ADJTRANSACTION - ADJTRANSACTION ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. CCBINSORT - If enabled handles 99.99.xxx bins special (left pads 99 blocks to two chars each to make number sorts work correctly. CCNITEINV2 - Option to generate niteinv2 records after commits complete. Records made for each item/loctid committed. CCOUNTCHNGWHSE [...]

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 [...]

Schedule Screen — 0.5%

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 [...]

Email Setup Options — 0.5%

Setup Options & Descriptions APPAPPR - Sends email to all people with pending approvals. Runs every 30 mins, 6am to 7pm M-F. APPREMAILDEL - Controls sending of emails through the approval screen. Enable to be able to decline in approval screen. APPREMAILOK - Controls sending of emails through the approval screen. Enable to be able to approve in approval screen. BCCSELF - Blind Carbon Copies the user on all emails sent [...]

Company ID (CID) Maintenance — 0.5%

General Information Default Menu Location Maintain >> System >> CID Maintenance Screen Name CID Function The Company ID (CID) Maintenance Screen is used to maintain general system and accounting information for your company. For further detail on CID options throughout the set up see the CID Setup Options page. CID Maintenance Master The Master tab displays basic information about the company. This information is commonly used on reports and [...]

Procurement Setup Options — 0.5%

Setup Options & Definitions ADJAP - Adjutant Accounts Payable module is installed. CHECKORDERINC - For PO screen, and if enabled, force the OrdQty to be multiple of 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. CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header. CONSUMABLE [...]

Production Setup Options — 0.5%

Setup Options & Definitions ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary). AMS - Integration with an AMS roll former controller (Eclipse Software) is being used. AMSUSEMACHNUM - Option to copy machine number to AMS_ORDERIN table during AMS process. 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. COLORBYDEPT [...]

User in Adjutant — 0.5%

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 [...]

Project Checklist — 0.4%

[...] 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 End Date color-coded warnings Quick Task feature with [...]

Purchase Order - Header — 0.4%

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 [...]

TRACKLENGTH — 0.4%

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 & 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 [...]

Accounts Payable Setup Options — 0.4%

Setup Options & Definitions ADJAP - Adjutant Accounts Payable module is installed. ADJGL - Adjutant General Ledger module is installed. AP20CHKNO - Create new check number and manual check number fields in apchkacct table (16 characters). Use as check number fields if AP20CHKNO setup option is enabled. Change screens to use 15 char numbers. APAGEPOLIST - Add POs linked to AP Invoice to polist field in cursor. Only works in detail mode. APAPRPPAYZERO - Makes 0 show up in grid. APCHECK48 - Allows 48 invoices [...]

Point of Sale Cash Accounts — 0.4%

[...] Default Menu Location : Maintain >> System Manager >> Rule Maintenance >> POS Cash Accounts (POSACCT) Screen Name : RULEM Function: This rule will automatically change the 'Cash Acct' on the POS screen and the Apply Cash Receipts Screen to match the account tied to the selected payment method. How to link the POS Cash Accounts to Payment Methods 1. Open the Rule Maintenance Screen (Maintain--> System --> Rule Maintenance) 2. Select 'POS Cash Accounts' from the drop down [...]

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