Page History: CID Setup Options
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Page Revision: Wed, 29 Oct 2008 15:06
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.
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 -
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 -
BGAUTOSO -
BGAUTOSVR -
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 -
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 -
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 -
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 -
NEWTASKSEQ - Tasks are given a new SO sequence number (CID Counter) that is separate from Sales Orders.
NEWTAX -
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.
