Page History: CID Setup Options
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Page Revision: Tue, 21 Oct 2008 12:50
This rule determines the available attributes in the CID Maintenance Screen under the Defaults tab. The setup options are described below.
ADJAP - Adjutant Accounts Payable module is installed.
ADJAR - Adjutant Accounts Receivable module is installed.
ALLRES - Post time to any resource on the Time and Material Entry screen (no assignments necessary).
ALTPROBCODE - Allows the user to edit the description of the Standard Task used in the Task Entry Screen.
ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing screen after creating the invoice.
BCCSELF - Blind Carbon Copies the user on all emails sent out of Adjutant.
CALCSHIPSHIP - Allows the user to enter freight and packing charges during the Sales Order shipping process.
CHKTSKPOLNK - Checks for Linked Purchase Orders on Tasks and warns the user to receive and close the purchase order before completing the task.
CHKZEROPRICE - Notifies user if item has $0 price and SO line is submitted to production.
CONFUSER - User ID defaults into the Confirm To field on the Purchase Order Header.
COSTEQUIP - Cost Equipment on service orders (turns checkbox on in Batch Creator).
COSTHOUR - Cost Hourly Labor on service orders.
COSTLABOR - Cost Labor on service orders (turns checkbox on in Batch Creator).
COSTMATERIAL - Cost Material on service orders (turns checkbox on in Batch Creator).
COSTSALARY - Cost Salary Labor on service orders.
CREATEUNPO - Turns on the Create Unbilled PO Receipts option in the Batch Creator.
DEFAULTLOT - Defaults the Lot flag to checked on new inventory items in the Item Master.
DEFTOPRINT - Defaults the Message Control screen to Print instead of Preview.
DOCLIMITCHECK - System will check the Credit Limit on Bill To screen when entering new task or sales order.
DOCLINK - Documents in document vault are stored as links (paths on workstation or network) instead of embedded into SQL database.
ECOM-NOCOMMENT - No comment field on e-commerce site.
ECOM-NOIMAGE - No image column on e-commerce site.
ECOM-NOSOC -No configuration column on e-commerce site.
ECOM_NOSO - No sales orders can be generated from e-commerce site.
EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order.
EMAILERROR - Emails error messages in Adjutant to tech support email address.
FAXCOVER - Send Fax Cover Sheet.
FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order.
GRPSHIPBYCPO - Groups Invoices by Bill To + Cust PO.
HIDECOMP - Hide Completed option on Schedule screen also hides the completed tasks for today.
HIDEVENDOR - Removes the Vendor Code/Name from the Inventory Labels.
HOLDREC - Marks all PO Receipts with the Hold flag.
INCFREIGHT - Display Freight as a Line Item on Sales Order and Invoice.
INCPACKING - Display Packing as a Line Item on Sales Order and Invoice.
INSERTMATDATE - Inserts work date into material descriptions on timesheet material lines.
INSERTNOTE - Inserts work date and resource on timesheet invoices.
INVSHOWTERMINFO - Displays the applicable discount amount if payment terms are met.
ITEMEXACT - Displays item in item master when an exact match is entered, regardless if there are other items that may be a partial match.
LEADIMPMATCH - Uses matching logic to allow user to select possible match on the Lead Importer.
LINKACCTBAL - Prints Payments/Credits and current Balance on Adjutant invoice.
LOCKTDATE - Locks the transaction date as today's date when entering materials in Time and Material entry.
MARKALLSHIP - Marks all line items as selected when using the Manual Ship SO screen.
MATCHSOL - Only Solution Codes with the same starting number as the Standard Task may be used on the timesheet.
MATPLOCK - Enables the Lock checkbox on the Material tab of the Time Entry screen. The Lock checkbox is used to byprass the pricing program in Adjutant.
MATPRICE - Allows the user to change the price of material entered into Time and Material entry.
MILTIME - Uses Military Time throughout the system.
MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created.
NOADJINV - Adjutant Inventory module is not installed.
NOGLINSTALL - General Ledger software is not installed; skips posting logic in batch generator.
NOINV - Inventory Module not installed in accounting system.
PFORCED - Requires a project to be linked to a sales order before it can be submitted to production.
OVERREC - Receive a Quantity greater than ordered on PO Receipt.
POAUTOCLOSE - Automatically closes the PO when received in full.
POAUTOLOT - Automatically generates a new lot number when receiving a lot controlled item.
POCOILLBS - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).
POLABELMANY - Label counts default to quantity ordered on Print PO Labels screen. Defaults to 1 if not set.
POPRINTBO - Asks if you want to print the Backorder Report after receiving a PO.
POQUOTEDCOST - Uses Quoted Cost, instead of Last Cost, from vendor on all PO's.
PORECFAST - Opens the Quick PO Receipt screen when clicking the PO Receipt icon on the PO screen.
POSKIPLABELS - PO labels will not print on receipt of items when label engine is running.
POUPDATEDROUTE - Updates Delivery Route Shipping Events for back-ordered Sales Order line items when PO is received.
QADDQCOST - Uses base cost as quoted cost if adding an item on Basics tab. Uses today as quote date, and today + 90 days as quote expiration date.
QUICKADDITEM - Default to Basics tab on Item Master when adding item on-the-fly in Sales Order.
RECALCLEAD - Recalculates the Vendor Lead Time on PO Receipts according to value entered in LEADRECALC rule.
RECALCLEADMAN - Screen appears after PO receipt showing old lead time and new lead time for each item on PO. User has option to select which items to update lead times.
REQCOMPSVRORD - Require Completed Service Order to Bill.
REQCONTRACT - Require Contract on Task Entry.
REQDEPT - Require Department for Task Entry.
REQMETER - Require Meter on Time Entry.
REQNOTES - Require Timesheet Notes.
REQPROBCODE - Require Standard Task on Task Entry.
REQSHIPVIASO - Require ShipVia on Sales Order.
REQWORKCAT - Require Work Category on Task.
RFQPRINTSCREEN - Displays Additional Print Screen and options when printing a Customer Quote.
SCHNOW - Schedule Task at Current Time.
SCHSHOWDT - Shows estimated drive time on Schedule screen.
SHOWCUSTPRICE - Displays customer's price on item lookup instead of List Price. Price shown in the list box is actual price setup in contract or pricing matrix.
SHOWWARNING - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc.
SINGLEBAG - Single Inventory Package in System (non-wireless/barcode option).
SINGLEPWO - One Production Work Order per Line Item on SO.
SKIPCOOPO - Country of Origin not required on PO Receipt.
SKIPPACKLISTPO - Packing list not required on PO Receipt.
SKIPQTYCHKSO - Bypasses the Quantity Check pop-up screen on the Sales Order when entering line items.
SOCPQUICK - The price field on the Quick Line Item Entry tab of the Sales Order may be edited when entering line items.
SODEFPACKING - Defaults the Sales Order print screen to the Packing List option.
SOITEMEXACT - An exact match on item lookup will always pull up the item, even if there are other possible matches.
SOLABELMANY - Label counts default to quantity ordered on Print SO Labels screen. Defaults to 1 if not set.
SONOQUICK - Disables the Quick Line Item Entry tab on the Sales Order.
SOREQSE - Shipping Event required on Sales Order. (Shipping Event is always required if multi-bag system is selected or if Delivery Route type ShipVia is selected on SO.)
SOREQSHIPADDR - Ship To address on Sales Order header must have Address, City, State, and Zip Code.
SOREQTAXTABLE - Ship To address on Sales Order must have a valid tax table.
SOSETSP - Default User in Salesperson drop-down on SO (if they are a salesperson).
SOSHOWLASTREV - Uses "last revision" logic on sales order.
SOSHOWSIMPREV - Uses Simple Revision logic on sales order.
SOSINGLESHIPTO - Automatically updates all lines on sales order with Ship To entered on header.
SOSKIPDSQ - Disable the Drop-Ship field on the Quick Line Item Entry screen.
SOSTARTADD - Starts the Sales Order screen in Add mode.
SUPRESSBNOTES - Suppresses the "Copy to Billing Notes" question on the Time Entry screen.
TASKBLANKPO - Clears out Customer PO field on original task when using the Recurring Task Generator.
TASKNEWSEQ - Uses the TASK counter in CID Maintenance instead of the SONO counter.
TASKPLOCK - Enables the Lock checkbox on the Material tab of the Task Entry screen. The Lock checkbox is used to bypass the pricing program in Adjutant.
TASKPRICE - Enables the Price field on the Material tab of the Task Entry screen. Users can edit this field when this setup option is selected.
TASKQUESTBIG - User Defined Questions on tasks are popped up in new window when task is entered.
TASKSKIPCPO - Disables the Customer PO# field on the Task Entry Screen.
TASKSKIPDAYS - When creating a new assignment for a task, the day after the last assignment is used as the default schedule date.
TAXTABLES - Sales Tax Tables are used and tax rate field on Ship To screen is disabled, tax table must be used in order to obtain a tax rate.
TSADD - Time and Material Entry screen opens in ADD mode.
TSCOMP - Cursor starts in Completed By field on Time and Material Entry screen.
UNCHKLOCK - Uncheck Load Locked Only box on Billing screens.
UNCHKNOBILL - Uncheck Nobill Printing Option on Approve/Edit Billing Screen.
UPDATEBCOST - Update Base Cost on Item if Receipt cost is higher than current cost.
UPDATEDUE - Ask to Update Due Date on Task.
USECC - Use credit card processing screens if installed.
USEMSNASSONO - Forces Sales Order number to match Project number in auto-numbering scheme when creating sales order from Shipping Events tab.
VERBROSE - Turns on the Verbose Checker on Time entry.
VTIMECLOCK - Virtual Timeclock on Schedule if Resource name is double-clicked.
