Page History: Company ID (CID) Maintenance
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Page Revision: Tue, 19 Jul 2011 07:29
Default Menu Location
Maintain ==> System ==> CID Maintenance- Company ID (CID) Maintenance Screen is used to add/edit/delete company or customer related information
CID Maintenance - Master¶
 CID Maintenance - Click for full size |
General Description
Master tab displays basic information about the company. This information is commonly used on reports and forms.
Fields/Filters
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
CID Maintenance - Paths/Remote Transfer¶
General Description
The
Remote Transfer tab is used to supply network directory information for folders that Adjutant commonly uses.
Adjutant will display a warning message at login if it cannot locate these folders.
 CID - Paths/Remote Transfer - Click for full size |
CID Maintenance - Accounting Backend¶
General Description
The
Accounting Backend tab contains information about a third party accounting package if one is in use.
The Posting Window controls when transactions can be posted in the system.
 CID - Accounting Backend - Click for full size |
Fields/Filters
Name: Name of the accounting software
Backend Type: Server type
Path to SYS Files: Location of accounting software on server
Company ID: ID of the company in accounting software
Database Name: Name of the accounting database
WIP Account: Work in Process account number
PR Clearing: Payroll Clearing account number
Equip Clearing: Equipment Clearing account number
Path to PR SYS Files: Location of payroll software on server
PR Company ID: ID of company in payroll software
PR Database Name: Name of the payroll database
Posting Window: Transactions may only be posted within the dates entered here.
Default Costing Method: The costing method that Adjutant will use to value your inventory.
CID Maintenance - Map/Password Info¶
General Description
The
Map/Password Info tab is used to supply internet mapping and latitude longitude information for your organization's location.
It also controls the default password settings for users.
 ScreenName - Click for full size |
Fields/Filters
Internet Mapping Encoded Address: Use the format above to set this up
Latitude: Actual latitude of your organization
Longitude: Actual longitude of your organization
Password Settings will apply to all NEW users!Require Letters: This box requires letters in the user's password
Require Numbers: This box requires numbers in the user's password
Require Other: This box requires characters other than numbers and letters in the user's password
Max Length: Maximum number of allowable characters for the password
Min Length: Minimum number of allowable characters for the password
Expire In: Number of days the password will expire in
Never Expire: Checking this box never expires passwords
Reuse In: Reuse passwords (after expiration) in this number of days
Lockout After: Number of attempts the user has to enter the correct password before the system locks them out
Lockout For: Number of minutes to lock the user out after incorrectly entering his/her password.
Defaults
General Description
The
Defaults tab is used to set some of your company's default settings.
 ScreenName - Click for full size |
Fields/Filters
Schedule Offset: Number of days in the future the task will be scheduled by default
Task Start Time: Default time a task will start if no time is entered
Task Duration: Default duration of a task
Starting Point on Task: The field cursor will start in on a Task Entry Screen when it is opened
Labor Burden: Estimated labor burden percentage (Used on reports)
Screen Color: Screen color when using this CID
RSS Feed: Enter the URL of an RSS feed to be displayed on the Adjutant desktop (This can be overridden per user in the User setup.)
AR Credit Limit: Enter the default credit limit amount for new customers.
Expense Mileage Rate: The reimbursable mileage rate that is used in the Expense Reporting system.
Web Session Timeout: The number of minutes of inactivity required before automatically logged out of Adjutant Web/CRM.
Default Org Country: The default country for all new Organizations.
CID Maintenance - Counters¶
CID Maintenance - CountersGeneral Description
Counters tab allows you to change the next auto-generated number for all of the different forms in Adjutant.
- Any prefix entered will be displayed before the number with a dash after it
- Any suffix entered will be displayed after the number with a dash before it
- For example, if this was entered: Prefix = SO, Current Number = 5421, Suffix = BP
The next auto-generated number would be SO-5422-BP
- To change the number, type directly in the grid and click the Update button (If the Update button is not highlighted, you do not have the security required to change the number.)
Fields/Filters
APINVNO: AP Invoice number
BIDPO: Bid PO/Vendor Inquiry
BOL: Bill of Lading
GLBATCH: GL Batch number
INVNO: Invoice number
LOTNO: Lot# on PO Receipts (only if POAUTOLOT setup option is selected)
PONO: Purchase Order
RFQNO: Customer Quote
SONO: Sales Order/Work Order
TASK: Service Order (if TASKNEWSEQ setup option is selected)
WONO: Production Work Order
