MBS to Adjutant Guide

Modified on Thu, 25 Jul 2013 09:58 by hmontgomery — Categorized as: Bill of Material, Item Control, Metal Construction Industry, Order Entry

Table of Contents [Hide/Show]

   General Description
   Step By Step Guide For Metal Building Creation (MBS to Adjutant)
   RELATED VIDEOS

General Description¶

Default Menu Location Transaction >> Importers/Exporters >> MBS/QuestWare Integration >> Excel BOM Import/BOM to Excel

Screen Name MBSGRID

Step By Step Guide For Metal Building Creation (MBS to Adjutant)¶

1. Create Project for the Building using the Project Screen.

2. Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen

This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

NOTE Do not enter any costs on this Sales Order (cost will come from the BOM Sales Order, which is discussed below)

3. Open up the BOM to Excel screen in Adjutant: TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL

4. Click on the option "Select Existing BOM_SHP.INI file". This is the file which has been created from MBS (have this file saved either inside the doc vault for the project or on your desktop)

5. Enter the Sales Order # (the one created in step 2) in the 'Job Number' box.

6. Click on the button next to the 'Select File' box at the bottom of the screen in order to open select the appropriate MBS file.

7. Once file has been selected, click the "Excel' button (Adjutant will begin creating Excel file).

8. Once the file has been generated, user can go into the file and make any edits to the BOM necessary. Save file on desktop or within the appropriate Project Document Vault, and CLOSE THE FILE.

NOTE The Excel file must be saved as a 5.0/95 Workbook (or earlier)

9. Open the Excel BOM Import screen TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM EXCEL FILE IMPORT Fill in all corresponding information (Sales Order, Project, etc), then click the 'Process' button.

10. Use the 'BOM-Item Master Match Up' screen in order to map item codes from MBS to the item codes in Adjutant. Items with existing cross references are displayed in Green, unmatched items are Red/Pink. Selecting the green disk saves the cross references made during the session.

Both item code(Adjutant) and item description(Adjutant) are searchable.

11. Once all items have been matched, click the BLUE save disk in the upper right hand corner. The GREEN save button allows you to save current matchups if user cannot finish the process in one session.

12. Upon saving, Adjutant will then create a BOM Sales Order that matches the existing Sales Order (created in step 2). The order will have the prefix 'BOM'. This order is the order which the user will send to production.

NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')

13. Once production has been completed, ship(invoice) both orders.

MBS to Adjutant Guide

General Description¶

Step By Step Guide For Metal Building Creation (MBS to Adjutant)¶

RELATED VIDEOS¶