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Adjtuant Wiki - Page Editing — 13.0%

Company ID (CID) Maintenance — 10.1%

[...] 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 and contact numbers (These fields 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 [...]

Connection Info - Inspection Pass/Fail — 8.7%

[...] example below, problem code (standard task) that is linked is problem code 1.10. Click to open full image Click to open full image Sewer Inspection The Sewer Inspection is linked by a rule named Sewer Complete Codes (SEWERCOMP).In the example below, problem code (standard task) that is linked is problem code 13.1. Click to open full image Click to open full image CSI Inspection The CSI Inspection is linked by a [...]

Tax Table Master — 5.8%

[...] Rate The tax rate is stored on an organization's ShipTo Attribute. ShipTO - Click for Full Size Image The user can get to the tax table master by either clicking on the TaxTable label on the shipto screen or through the menu Maintain>> Sales Tax>> Tax Table Master Currently the OH tax table (what was used before the subscription) is set up at 7% all under one State rate. To edit this we can either increase the state rate or build a rate for the county, city, zip, etc. Current Tax Table Rates - Click for Full size image Set up [...]

Prepaid Check Image — 2.9%

Project Checklist Rule — 2.9%

[...] The Project Checklist feature is an ADJ2020 exclusive feature. Project Checklist Rule The image below is the Project Checklist that is created from the rule settings in the image [...]

Adding Items to a Warehouse — 2.9%

[...] Codes button found in the Warehouses screen Setup Item Codes for new Warehouse - Click for larger image The Add Stk Items to Whse screen allows you to copy individual items or all existing items for specific Heldfor and Owner records or for all Heldfor and Owner combinations to a new Warehouse. Add Stk Items to Warehouse - Click to open image [...]

Cut Charge / Freight Charge Setup — 2.9%

[...] 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 quantity that requires cutting according to the setup. For example, if I sell 5 items on a single line that all need cutting, the [...]

Sales Order Timed Alerts Rule — 1.4%

[...] all item on the Sales Order have been packed that the associated email will be sent. From the setup image above, if we are on Step Number 2 and the [...]

Quote Time Alerts Rule — 1.4%

[...] number of days after a quote has been saved that the associated email will be sent. From the setup image above, if we are on Step Number 2 and the [...]

Voucher List — 1.4%

[...] AP Invoice Screen and pass the voucher number with it. Upon saving the new AP Invoice, the scanned image will automatically be transferred and viewable [...]

CID Setup Options — 1.4%

[...] the Desktop and Adjutant 2020 platforms to use the same Document Vault folder location for storing image files used in Email Templates. The Doc Vaul [...]

Asset Replacements — 1.4%

[...] selected is added. Note - The Serial2 and RFID fields have been re-labeled for the HVAC industry in the image below. Asset Update Screen Process [...]

Task Entry Details Tab — 1.4%

[...] here by clicking on the Edit icon from the task entry screen. Task Detail tab - Click for full image Fields/Filters % Complete: The percentage [...]

Production Work Order - Master — 1.4%

[...] wide the PWO can show an order's work history in a pop up thru [SHIFT] + [F11] , click here to see image Work Order History Each PWO must have a [...]

Task Entry Assignments Tab — 1.4%

[...] to delete in the grid and click the DELETE button. Resource Tab - Task Entry - Click for full image Fields/Filters Skill Set: The specific [...]

Generate Finance Charges — 1.4%

[...] Annual Rate entered on the Customer's BillTo attribute. Finance Charges - Click here for larger image Daily Interest Rate Interest is calculated [...]

Implementing the 1099-NEC Form for 2020 — 1.4%

[...] Locate any rule detail record that has the combination of Form ‘ap1099Lm’ and 1099 Form Box ‘7’ (image below). These are the 1099 Types that were [...]

Customer Pricing — 1.4%

[...] remaining fields are described below. Fill out the desired entries and save the record. The example image represents a setup where 'Walk In' customers [...]

Bill of Lading Summary — 1.4%

[...] Customer Name, Order#, B/L#, Total Weight, Carrier, and Status of the shipment. Click to open full image Fields Start Date: Starting Bill of Lading [...]

CID Accounting Setup — 1.4%

[...] button to fill out the calendar according to a normal calendar year. Click here for CID Fiscal Calendar Image

Yearly Depreciation Summary — 1.4%

[...] present, and future depreciation expenses for a specific depreciable asset or all assets. Click here for image of the Asset Depreciation Summary Screen [...]

Open Recurring Orders Report — 1.4%

[...] displays all template sales orders in Open status. Open Recurring Orders Report - Click for larger image Fields/Filters OrgNo Enter a specific [...]

Production Setup Options — 1.4%

[...] the department name. If found, then it is printed as a second document after the PWO. If PDF then the image conversion tool must be installed on all workstations. [...]

Stock Replenishment (Quick Buy) — 1.4%

[...] 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 [...]

Task Status HTML Report Info — 1.4%

[...] folder called HTMLREPORT in the root of the website for your domain. This folder will need to be added. Image Path: This should be the UNC path to the same [...]

Quote Report — 1.4%

[...] Default Menu Location Reports >> Quotes >> Quote Report Quote Report screen - Click here for larger image General Description The Quote Report allows [...]

Maintain Customer Pricing — 1.4%