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Sales Order - Header — 10.1%

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 associated Client. Open/Close: Click this icon to open or close a purchase order. Copy: Select a previously entered purchase order and click this icon [...]

HOW TO - Create Desktop Shortcuts — 7.9%

Create Shortcuts using the Toolbar STEP 1: Open the screen you want to create a shortcut to. STEP 2: Click the Shortcut icon in the Toolbar. STEP 3: Choose an icon (if you want one) and then click the Add to Desktop button. STEP 4: Click just outside of the new button and drag it to where you want it on your desktop. Copy Shortcuts from one User to another User STEP 1: Click the People icon located in the Adjutant Toolbar. STEP 2: Click [...]

Purchase Order - Header — 7.2%

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 Open/Close: Click this icon [...]

Schedule Screen — 2.9%

[...] by same amount. Navigation Arrows: Click these arrows to change the date view Today: Click this icon to go back to the current day's schedule grid Zoom In: Click this icon to zoom in on the schedule grid for more detailed viewing Zoom Out: Click this icon [...]

Tap Setup — 2.2%

[...] or multiple taps. Select a Builder from the dropdown menu at the top and then click the ADD icon to enter a new payment. See the Instructions section on this page for more details on this tab. Addl Payment - This will display a grid that shows additional payment tasks that can be generated from Tap Screen. To add tasks to this list, select the Additional Payments service order group on the standard task setup. Pay Existing - This will allow applying a payment towards pre-exisitng "Additional Payment" type tasks for the selected connection(s). Instructions [...]

AR Invoice Master — 2.2%

[...] Invoice Amount. Fields/Filters/Buttons CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the invoice. An integrated credit card processing software package is required. TxCr Sales Tax Credit: Click this icon to issue a sales tax credit for this invoice. The Taxable Sales Amount that is reported on the Sales Tax Due report will not be changed by a Tax Credit. Credit the entire invoice and reissue it with the correct tax rate in order to change the taxable sales amount. Invoice [...]

Auto-Schedule — 1.4%

[...] Auto-Schedule screen is accessed from the Assignments section of the Task Entry screen via the Auto-Schedule icon. Auto-Schedule Icon [...]

How To Set Up Email in Adjutant — 1.4%

[...] Location The Email is on the Users screen, which is a jump screen from the Contacts screen Contacts Icon >> Select/ Create Adjutant User >> Select User in Adjutant Attribute Screen Name USERS Function These fields must be filled out in order to send out emails and alerts from Adjutant Email Setup Screen Step-by- Step Instructions 1. Select the Contacts icon [...]

Time and Material Entry - Labor — 1.4%

[...] the Approve/Edit Billing screen (Matching Data grid). To add labor time to the task, click the New icon and enter the resource you wish to post time for. The only resources you may enter are the those that have the task assigned to them in the Task Entry Screen under the Assignments tab. This control may be overridden by selecting the ALLRES setup option in CID Maintenance. The fields and buttons in this screen are described below. SVR/Task: The service order number. The field below the service order number is the description of the task performed. Complete By: [...]

Latest User Security Rights File — 1.4%

[...] Maintenance 4 . Select User Security Rights from the drop-down menu. 5 . Click the Delete Rule icon at the top of the screen. The system will prompt you and ask if you really want to delete the rule. Click Yes. 6 . Click the Import Rule(s) From File icon. [...]

Project Checklist — 1.4%

[...] All task and time entry details are retained and remain accessible. Deleting a Line The trashcan icon is a clickable action button and can be used to delete an unwanted line. A pop-up warning will ask if you are sure you want to delete the line. Adding a Custom Line Custom lines can be added above or below any selected line. You can even add custom headers and sub-groups to create a new section, if desired. Click on the Add Row Above or Add Row Below action button to prompt the Edit window. You can set all the details for the new line from this window [...]

Weekly Time Sheet — 1.4%

[...] Weekly Timesheet Select the resource's time sheet you wish to view in this drop-down menu. Click the icon to display a calendar to choose a different week to display. Click the icon [...]

Install Adjutant on a Workstation — 1.4%

[...] Adjutant folder. STEP 5: Click Finish . STEP 6: Open the Adjutant folder. STEP 7: Create a desktop shortcut from the AdjLoaderV9.exe file in the Adjutant folder. The easiest way to do this is to right-click on the file, select Send To > Desktop (create shortcut) [...]

User in Adjutant — 1.4%

[...] 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 Details tab contains general information about the User. Location and Adjutant Settings User ID: The username used to log in [...]

Add Ship To — 1.4%

[...] Shipment Location (Ship To) and link it to a customer during Project or Sales Order Entry. Click the Add icon (the big red plus) to access the screen. Fill out the Ship To information and click the Save icon. [...]

Purchase Order - Receipt History — 0.7%

General Information Default Menu Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3 [...]

Recurring Purchase Orders — 0.7%

The Recurring Order window will appear when you click the Recurring icon for a Template type order. Click Edit and [...]

Recurring Sales Orders — 0.7%

The Recurring Order window will appear when you click the Recurring icon for a Template type order. Click Edit and [...]

Purchasing Setup Options — 0.7%

[...] warehouse during a PO Receipt. PORECFAST - Opens the Quick PO Receipt screen when clicking the PO Receipt icon on the PO screen. PORECSHOWLAST - Add last [...]

Production Work Order - Notes — 0.7%

[...] PWO. This tab is for display purposes only. To change the notes, edit the PWO and click the Notes icon . There are eight tabs on the Production Work [...]

Purchase Order - Line Item View — 0.7%

General Information Default Menu Location The Purchase Order Icon is located on the Tool Bar Screen Name POR3 [...]

Task Entry Screen — 0.7%

[...] select the appropriate work order from the drop-down menu. If it is a new work order, click the New icon or type an 'N' on your keyboard. If user would [...]

Task Entry Details Tab — 0.7%

[...] information from the task creation and task defaults. Some fields can be edited here by clicking on the Edit icon from the task entry screen. Task Detail [...]

CID Setup Options — 0.7%

[...] will display variances from AP invoices on the Job Cost report (processed by selecting the printer icon from the Job Cost tab of the Project Control [...]

Asset Information — 0.7%

[...] Information Default Menu Location : Maintain >> Asset Tracking >> Asset Information OR click the Assets icon in the toolbar. Screen Shot : RTASSET Function [...]

Resource Schedule — 0.7%

[...] Information Default Menu Location Transaction >> Task Management >> Schedule. Or click the calendar icon Screen Name SCHEDULEN2 Function This screen [...]

HOW TO - Create a New Vendor — 0.7%

[...] Organization Click here for screenshot Step by Step Instruction STEP 1: Click the Organizations icon located in the Adjutant toolbar. This will [...]

HOW TO - Create a New User — 0.7%

Step by Step Instructions STEP 1: Click the Contact icon located in the toolbar STEP 2: Click the [...]

HOW TO - Create a Flat Rate (Per Quote) Work Order — 0.7%

STEP 1: Click the New Task Icon located in the toolbar. STEP 2: Enter the [...]

HOW TO - Add a BillTo Child to a customer — 0.7%

[...] >> Address Book >> Organizations Organization screen Procedures STEP 1: Click the Organization icon located in the Adjutant Tool Bar . This will [...]

Desktop Adjutant

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