[...] 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 instead of ams [...]

Customer Import — 1.0%

[...] IMPORTCUST Function: Import new customers and update existing customers. This tool can also be used to import Ship To records. Customer Import Screen File 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 [...]

Adjutant End of Year Guide — 1.0%

[...] 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 [...]

Item Master — 0.8%

[...] 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, sales orders, and invoices. Easy-to-use search features [...]

Quote Setup Options — 0.8%

[...] 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 [...]

AR Invoice Import — 0.7%

[...] 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 button to locate and select the completed AR Invoice Details import template [...]

Production Setup Options — 0.7%

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 [...]

User in Adjutant — 0.7%

[...] contains general information about the User. Location and Adjutant Settings User ID: The username used to log in to Adjutant Password: The password used to log in to Adjutant Name: The actual name of the User Phone Extension: The phone extension of the User Terminal Printer: The default printer for the User Laser: The default Laser Printer for the User Default CID: The default Company ID for the User Default Menu: The default menu bar for the User Default WHSE: The default [...]

Purchasing Setup Options — 0.6%

[...] 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 to [...]

Project Checklist — 0.6%

[...] Project Control -> Checklist Tab Overview The Project Checklist feature is an Excel style grid, linked to an Adjutant Project record, that allows users to work through a checklist of customizable, predefined steps. The Project Checklist is ideally suited for projects that have a repeatable, standardized process to follow and can help make sure your personnel are following the same procedures every time. The Project Checklist is an ADJ2020 exclusive feature. The Project Checklist is accessed from the Checklist tab [...]

Purchase Order Import — 0.6%

[...] 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 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 [...]

Adjtuant Wiki - Page Editing — 0.6%

[...] quick fashion. 1 - WikiMarkup The WikiMarkup is a particular set of prefixes and suffixes that allow to format the text and insert items, such as links and images. In this section you'll learn how to use the WikiMarkup . 1.01 Basic Text Formatting Writing '''bold''' produces bold Writing ''italic'' produces italic Writing __underlined__ produces underlined Writing --striked-- produces striked You can use any combination, for example --striked '' '''bold''' and italic''-- produces striked bold and italic 1.02 - Links Links are identified [...]

Freight In-Out Processing — 0.5%

[...] 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 on the Master tab. Fields/Filters MRID: The Material Receipt ID Number [...]

Shipping Setup Options — 0.5%

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. [...]

Sales Order Import — 0.5%

[...] 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: Use the Browse button to locate and select the completed Sales Order 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 [...]

Import User — 0.5%

[...] IMPORTUSER Function: The Import User screen creates the User in Adjutant attribute record, links it to the Contact ID, and can complete all of the required fields in the User Details tab and the User Password Settings tab. The import program can even establish user security mimics. Many of the fields on the Import User Records template are mandatory. Required fields are noted below in the file definitions section. The Password Settings fields must be filled in on the import file. CID password setting defaults are not loaded during the import. Import User File [...]

Stock Replenishment (Quick Buy) — 0.5%

[...] based on inventory availability and min/max settings. You can also transfer items from one 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 [...]

Task Entry Screen — 0.5%

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 to [...]

Commission Plans — 0.5%

[...] Commissions >> Commission Plans Screen Name : COMMPLAN2 Function : The Commission Plan screen allows you to add/edit/delete Commission Plans that are used in the Commission Tracking module. A Commission Plan can be tied to an Account Manager or Salesperson through the Commission Structure screen. Commission Plan - Click for full size Fields Main Commission Fields Plan Name: The name of the plan. It can be up to 50 characters in length and can be changed at any time. Earned On: The source of the base [...]

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 [...]

Barcode Scanner - Prompt 79 - Load Shipping Event — 0.5%

[...] prompts in the Load SE function: 1. Scan Outer Carton 2. Scan C/B/L/P/T The first prompt allows you to scan the carton you want to pack. The second prompt allows you to pack items into the outer carton. You can also enter a '-' (dash/minus sign) character from the Scan C/B/L/P/T prompt to see a count of open, unpacked items. Load SE Directions 1. Scan the Shipping Event number. In the event the barcode will not scan, you can type in the shipping event number with 'SE' before it. [...]

Sales Order Q&A — 0.5%

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 [...]

Transfer Request — 0.5%

[...] Control > Transfer Request Processor Function - The Transfer Request screen allows field technicians to submit requests to the main warehouse for inventory transfers to replenish their truck inventory. The screen sends records to the Transfer Request Processor . Buttons New Request - Puts the screen in Add Mode to enter a new Transfer Request. Select Request - Puts the screen in Select Mode to search for an existing Transfer [...]

Contract Master — 0.5%

[...] 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: From here, you can then enter in the rest of the contract details in the following tabs. Fields/Filters [...]

Sales Order - Header — 0.4%

[...] 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 to [...]

Implementing the 1099-NEC Form for 2020 — 0.4%

[...] 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 [...]

AP Invoice Import — 0.4%

[...] 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 files are required and must be imported at the same time. File Name(Dists)/Browse: Use the Browse button to locate and select the completed AP [...]

Company ID (CID) Maintenance — 0.4%

[...] 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 forms. Click to open full image Fields CID: Company ID Company: Company name Address, Country, Phone, Fax, Email: Company address [...]

Cut Charge / Freight Charge Setup — 0.4%

[...] 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 [...]