General Information
Default Menu Location Maintain >> Address Book >> Organization
Organization Screen is also accessible from the
Adjutant Toolbar- To edit the list of attributes for an organization or see all of the available attributes, click the Edit Attributes button
- Edit Attributes and Hide Attributes button toggle between current attributes assigned to the organization and all of the other attributes available
- Check the box to the right of the attribute to add it to an organization
An Explanation of Organization Attributes
Below is a list of attributes that can be assigned to organizations. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below.
Remember that an organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, etc that you have a relationship with. Bill ToShip ToSold ToSold FromRemit ToResourceCommodity GroupsWarning NoteCarrier: A shipping company or carrier that is used to transport goods
Consignment Vendor: An owner of inventory in your warehouse, who is paid each time their inventory is used
Inventory Owner: An owner of inventory in your warehouse, who is
not paid each time their inventory is used
Prospect: A qualified Suspect that has the potential for revenue
Ship From: A Vendor/Supplier ships merchandise from this address
Suspect: Name of person or company that needs to be marketed to, but has not been contacted as of yet
VIP: Very Important Person; an overly important contact that may require special handling
RELEASENO: When assigned to an organization, will require user the user to input data on the Remarks field of a Sales Order before being able to Ship (this includes, manual ship, shipping events, or project ship).
SORFQCONT: Requires a contact to be selected before the save when the organization is placed on a quote or sales order.
