Page History: CID Setup Options
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Page Revision: Thu, 27 Jan 2011 14:04
General Info
CID Setup Options determine how Adjutant operates. They are maintained in the
CID Maintenance screen.
They may also be changed through
Screen Setup Options.
Setup Options and Definitions¶
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.
AMS - Integration with an AMS roll former controller (Eclipse Software) is being used.
ARCREDITDISC - Calculates available discounts on invoices when applying a credit in the
Apply Credits screen.
ARFULLDSIC - Always calculates the full discount available in
AR Cash, regardless of when the invoice was paid.
ARNODEFPOST - Leaves the Post Mark Date blank (does not default to today when tabbed through).
ASKALERT -
ASKEDITNOTE - Allows the user to edit the Invoice Header note in the Approve/Edit Billing and Ship SO screens after creating the invoice.
BCCSELF - Blind Carbon Copies the user on all emails sent out of Adjutant.
BGAUTOJC - Automatically generates the matching WIP entries for Job Cost when an Invoicing batch is created.
BGAUTOSO - Automatically generates the matching WIP entries for Sales Orders when an Invoicing batch is created.
BGAUTOSVR - Automatically generates the matching WIP entries for Tasks (service orders) when an Invoicing batch is created.
BGREQPROJID - Requires a Project ID to be entered before any shipped sales orders that are linked to a project can be invoiced. Only one Project may be invoiced at a time.
BOLFROMSO - Loads all line item descriptions and line item weights into Bill of Lading detail.
BOLLOCKDATE - Prevents the Bill of Lading date from being edited once the BOL has been saved.
BOLTPONLY - Bill To address is only changed when "Third Party" Freight Terms are used. Without this option, "COLLECT", and "COD" are also included.
CALCDRIVETIME - Automatically calculates driving distance from the Sales Order warehouse to the Ship To address per driving directions from Yahoo. Enabling this option will slow down order entry for new Ship To locations.
CALCSHIPSHIP - Allows the user to enter freight and packing charges during the Sales Order shipping process.
CASHSKIPREF - Allows you to leave the Reference field blank when apply cash receipts in the
AR Cash screen.
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.
CLEANWORKING - Automatically deletes old files out of Adjutant's "Working" folder once it is through with them. Some installations of Adjutant do not allow this (due to Windows security issues). The working folder can be manually cleaned from within Adjutant by going to the Cleanup Temp Files screen (Maintain >> System >> Cleanup Temp Files).
CLEARPOMSN - Clears the Project ID and Phase fields on the Purchase Order for each new line item.
COLORBYDEPT - Color codes tasks by Department instead of by Priority. The Department Color Picker (Maintain >> Task Management >> Dept Color Picker) may be used to determine the color coding.
COMMSELLPRICE - Commissions are based upon selling price; discounts from list are not factored.
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. This option should only be used if you are using a separate PO system in a 3rd Party accounting package.
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 - Removes the comment/notes field in e-commerce.
ECOM-NOIMAGE - Removes the image column in e-commerce.
ECOM-NOSOC - Removes the configuration column in e-commerce.
ECOM_NOSO - No sales orders can be generated from e-commerce.
EDITSTKDESC - Allows the user to edit the description of a stock item on a Sales Order.
EMAILERROR - Automatically emails error messages in Adjutant to tech support email address.
FAXCOVER - Automatically send a Fax Cover Sheet when sending faxes from Adjutant (via a fax server or an internet fax system such as efax or greenfax).
FINDITEMMATCH - Uses "find near" logic when searching for items in Item Master, Sales Order, Purchase Order.
GLMAS500 - MAS 500 GL is being used. This setup option will also create a Journal Entry import file that may be imported to MAS 500.
GRPSHIPBYCPO - Groups Invoices by Bill To + Cust PO.
GRPSHIPBYPROJ - Groups Invoices by Project ID.
GRPSHIPBYSHIPTO - Groups Invoices by Bill To + Ship To.
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.
JUMPSTREET - Checks the "Street Match" box by default on the
Record Finder.
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.
MODSAMELOT - Automatically uses the existing lot number as the new lot number in the
Modification Processor.
MSCHKPO - Checks to see if PO lines linked to SO lines have been received before shipping a sales order.
MSCHKPWO - Checks to see if production items have been completed before shipping a sales order.
MSNAUTOTASK - Automatically creates a Default phase and task when a new project is created.
MSNREQCUST - Requires a customer to be entered before saving a new Project.
NEWSHIPEVENT - Sales Orders are linked to Shipping Events, but SO lines are not linked until truck is loaded.
NEWTASKSEQ - Tasks are given a new SO sequence number (CID Counter) that is separate from the Sales Order counter. The counter is set up in the CID Maintenance screen, on the Counters tab.
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 3rd Party accounting system.
OACCMGR - The account manager on the Sales Order may be changed.
OAHSHOWALLSO - Include Work Order type Sales Orders (tasks) in the Sales Order tab of the Organization Air Hammer.
OVERREC - Allows your receipt quantity to be more than your order quantity in PO Receipts.
PFORCED - Requires a project to be linked to a sales order before it can be submitted to production.
POAUTOCLOSE - Purchase Orders will be automatically closed if all quantities have been received on the PO.
POAUTOLOT - Lot numbers are automatically generated for lot controlled items during a PO Receipt. The lot number is generated from the LOTNO counter on the CID Maintenance screen.
POAUTOPRINT - Skips over the Print PO screen when printing from the Purchase Order.
POAUTOCLOSE - Automatically closes the PO when received in full.
POAUTOLOT - Automatically generates a new lot number when receiving a lot controlled item.
POAUTOPROCESS - Vendor Bids are automatically processed (emailed, faxed, printed) when they are created.
POCHECKMAX - Checks the order quantity on the PO against the Max level in the OHF tab of the Item Master. If the order quantity plus the current on hand quantity exceeds the Max quantity, an alert will be given.
POCOILLBS - Stocks coil inventory items in lbs and catches linear feet (as opposed to stocking in linear feet and catching lbs).
POGENSKIP -
POINSERTGL - Automatically inserts the Inventory Control account into the GL Acct field on the PO.
POINSERTTASK - Inserts the ordered item into the Materials section of Task Entry instead of directly onto the Time and Material Entry screen.
POITEMBOXSKIP - Eliminates the "List/Add/Reenter/Non-Stock" window on Purchase Order line items when an item code is not immediately found.
POLABELMANY - Label counts default to quantity ordered on Print PO Labels screen. Defaults to 1 if not set.
POLOCKGL - Locks/disables the GL Acct field when a stock item is entered onto a PO.
POLOCKWHSE - Locks/disables the Rec Whse field on Purchase Order line items. All lines will be received into the warehouse listed on the PO Header.
PONOISLOTNO - Automatically assigns the PO# as the Lot # when receiving lot controlled items.
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.
PORECCHGWHSE - Allows you to change the receiving warehouse during a PO Receipt.
PORECFAST - Opens the Quick PO Receipt screen when clicking the PO Receipt icon on the PO screen.
PORECUPSOCOST - Automatically updates the Sales Order line item cost for SO line items that are linked to PO lines (based upon cost on PO).
PORECUPSODESC - Automatically updates the Sales Order description for SO line items that are linked to PO lines (based upon item description on PO).
POREQGL - Requires that a GL account number be entered for every item on a PO.
POREQTODAY - Sets the Req Date on a PO to today's date. The default is today plus three days.
POSKIPLABELS - PO labels will not print on receipt of items when label engine is running.
POSWITCHWHSE - Automatically updates all PO line items with new Receiving Warehouse when it is changed on the PO Header.
POUPDATEDROUTE - Updates Delivery Route Shipping Events for back-ordered Sales Order line items when PO is received.
PRINTINVNOZEROS - Automatically selects the "Exclude Zero Dollar Lines" option on the
Print Invoice screen.
PRINTSOBOTH - Sets the Print SO screen to print both the Packing List and Sales Order by default.
PRINTSOEXBL -
PRINTSOLABEL -
PROJALLOCINV - Sets the "Allocate Inventory" option to be checked by default on the
Project Control screen.
PROJAUTOSONUM - Automatically numbers sales orders generated from the Project. Project ID is used as first SO. A dash with a number starting at 01 will accompany future sales orders (PROJID-01).
PROJHELDFOR - Automatically generates a HeldFor record in the HOLDER rule for projects that are set to allocate inventory.
PROJTOSHIPTO - The Project Name is used as the Ship To location name when generating a new Ship To from
Project Control.
PWOADDATREC - Automatically inserts received items into the Assigned Inventory section of a Production Work Order when a production SO line is linked to a PO line.
PWOBOMLIST - Prints the Bill of Material list for a production item on the Production Work Order form.
PWOREQCERT - Requires all production items to be certified before being assembled.
PWOSEPARATELIKEITEM - Separates all items on the Assign Inventory tabs. Default logic will group same items together if there are separate records.
PWOSOORDER - Orders the Production Work Order form in the same order as the Sales Order. Default logic will sort the PWO by item code and then by length descending.
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.
REDIRECTCART - Redirects the user to the Shopping Cart page after an item is added to the shopping cart.
REDIRECTHOME - Redirects user to Home page after an item is added to the shopping cart.
REPBASE -
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 Notes before time entry may be saved.
REQPROBCODE - Require Standard Task on Task Entry.
REQSHIPVIASO - Require ShipVia on Sales Order before continuing to Line Items.
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.
SHIPNONEGQTYS - Prohibits a user from shipping a quantity of a stock item that would cause it to have a negative on-hand quantity.
SHIPSOINVOICE - Creates an invoice as soon as shipment is completed.
SHOWCOST - Displays cost field on the Sales Order.
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).
SINGLEEMAIL - In Message Control, the system will send one email to multiple recipients instead of one email per recipient.
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.
SOASKPRODQTY - Allows user to change production quantities when submitting a sales order to production.
SOCFIXEDPRICE - The controlling quantity price adjustment is set to the customer's contract price. Other configuration options do not affect the price.
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.
SOHIDEGM - Hides the Gross Margin field on the Sales Order.
SOHIDEPRICEADJ - Hides the Price Adjustment of each configuration on the Item Configuration screen.
SOITEMBOXSKIP - Skips the List/Add/Re-enter/Non-Stock window when searching for an item on the Sales Order screen.
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.
SOMULTIWHSEALERT - SO lines that are shipping from a warehouse different than the SO Header warehouse will be highlighted in yellow.
SOMUSTSAVEHEADER - Forces the SO Header to be saved before continuing on to the Line Items tab.
SONOPRICENAG - Disables the Price Nag window on the Sales Order.
SONOQUICK - Disables the Quick Line Item Entry tab on the Sales Order.
SOPACKLINE -
SOPWOCHGDDATE - Changes the Due Date on the Production Work Order according to the Load Date on the Sales Order.
SOREQPO - Requires a PO# to be entered for every sales order.
SOREQSALESTEAM - Requires the Sales Team attribute be filled out for the Customer/Order Type of the SO.
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.
SORESETDROPSHIP - The Drop-Ship checkbox is reset to unchecked for every new line item
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 (most popular option).
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.
TASKDEFWORKING - Prints the Working Form of a Task by default.
TASKIGNOREZONE - Ignores the Zone Resource attribute restriction
TASKNODEPTLINK - Any Department can perform any Standard Task; there is no required link between the two.
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.
TSCHECKHOURS - Checks time entries against Block Contracts (prepaid hours or dollars). If exceeded or approaching, warns the user.
TSCHECKONHAND - Checks current on hand quantities when entering material in the Time and Material Entry screen. Warns user if qty entered is greater than qty on hand.
TSCOMP - Cursor starts in Completed By field on Time and Material Entry screen.
TSFORCESPELL - Forces a spell checks on time entries.
TSGETPOLINES - When
LoadMat button is clicked, loads all directly and indirectly linked PO lines into Materials tab of Time and Material Entry screen. PO line may be linked directly to Task, or indirectly linked through the Project or to a Sales Order linked to the Project.
TSMAT - Time and Material Entry screen opens with Material tab selected instead of Labor tab.
TSMATITEMORD - Items are loaded into the Time and Material Entry screen in Item Code order when the
LoadMat button is clicked.
TSNODRIVETIME - Disables the DT (Drive Time) button on Time and Material Entry.
TSSHOWAVG - Displays item's Average Cost instead of Base Cost on Material tab of 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.
