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• Address Book Setup Guide
  ...ords that are required for integrating Address Book with Order Entry, Task Management and Time Billing, Shipping, and others. Setup for the other rule maintenan This rule controls the available phone type labels in the contact record. The order and default flags control which labels are set as the first four default ph
  9 KB (1,456 words) - 10:20, 21 December 2021
• Purchase Order Setup Guide
  ...k Management, Accounts Payable, and Accounting applications. The Purchase Order application setup should be completed after the [[System Manager Setup Guid ...is required to accurately set up the Item Master OHF records and Purchase Order default accounts.
  15 KB (2,513 words) - 17:07, 8 December 2022
• Order Entry and Quoting Setup Guide
  This guide covers the setup of the Order Entry (Sales Order (SO)) and the Quoting (Request For Quote (RFQ)) applications. The majority ...ment, Task Management, Accounts Payable, and Accounting applications. The Order Entry application setup should be completed after the [[System Manager Setu
  16 KB (2,721 words) - 11:08, 3 January 2022
• Item Control Setup Guide
  ...be completed prior to setting up the [[Purchase Order Setup Guide]], the [[Order Entry and Quoting Setup Guide]], and the [[Production Setup Guide]] to avoi ...be used for warehouse transfers and the warehouse will not be available on Order Entry.
  21 KB (3,325 words) - 10:21, 21 December 2021
• Production Setup Guide
  ...item setups. The Production system is also integrated with the , Project Management, Procurement, and Accounting systems. ...deals with how Production Work Order (PWO) forms are generated from sales order lines.
  14 KB (2,220 words) - 10:22, 21 December 2021
• Resource Import Guide
  ...nt Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures. ...a complete re-import. Some common things that need attention during Sales Order data scrubbing include:
  10 KB (1,624 words) - 13:29, 13 March 2024
• Item Master Import Guide
  Occasionally, additional item records must be created in order to accomodate a new selling or production procedure, or accomodate a shift ...g''' - Y if the item is stocked in the warehouse, N if it is not (made to order items are not stocked)
  19 KB (3,155 words) - 09:23, 27 November 2023
• Project Phase Import Guide
  ...a complete re-import. Some common things that need attention during Sales Order data scrubbing include: ...low the MM/DD/YY format before importing. Also review each date column and work with the customer to ensure the right dates are being imported in the right
  5 KB (767 words) - 14:05, 7 December 2022
• Project Import Guide
  The Project Import creates the base project record. In order to fully work with imported project records, customers should expect to complete other re ...low the MM/DD/YY format before importing. Also review each date column and work with the customer to ensure the right dates are being imported in the right
  8 KB (1,378 words) - 14:04, 7 December 2022
• Standard Task Import Guide
  ...ategory Code from the Task Work Categories (WORKCAT) rule. Must be a valid work category code. '''LCode''' - Task Service Order Group Code from the Service Order Groups (INSGRP) rule.
  6 KB (1,077 words) - 11:37, 4 October 2024
• Training Session
  ...Adjutant best practice work flows, these may be different then the current work flow in your CID. ==Order Entry==
  818 bytes (95 words) - 14:28, 26 December 2018
• Solution Code Import Guide
  ...are used to standardize records of work performed and flat-rate a service order. ...nt Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.
  5 KB (789 words) - 11:00, 7 December 2022
• Item Master
  '''Function''' Item Control is a scalable inventory and item management solution that tracks inventory levels, costs, prices, transaction history, ...ed and you want to be able to allocate specific lots when entering a Sales Order.
  18 KB (2,943 words) - 08:21, 4 January 2022
• Item ABC Code Assignments
  ...In turn, these groupings allow companies to determine the amount of time, management, and control is spent on particular items. ...to three bands. These bands are called ABC codes. Although most inventory management systems typically use three groups, Adjutant allows the user to create grou
  3 KB (574 words) - 13:51, 18 January 2022
• CID Setup Options
  ...tinue after they scan a carton onto a shipping event when the linked sales order isn't on the shipping event. ...only move a quantity of one at a time instead of the whole Production Work Order line. This option also updates the display in Prompt 86 to show the line's
  150 KB (24,569 words) - 09:13, 25 November 2024
• Recurring Tasks
  '''Default Menu Location''': Transaction >> Task Management >> Task Master ...iption''': This screen allows you to generate recurring service, tasks and work orders; tasks may be set up weekly, monthly, or yearly. Recurring tasks can
  3 KB (477 words) - 11:02, 7 December 2022
• Approval Management Setup Options
  '''INSERTMATDATE''' - Inserts work date into material descriptions on timesheet material lines. '''INSERTNOTE''' - Inserts work date and resource on timesheet invoices.
  2 KB (383 words) - 13:01, 7 December 2022
• Asset
  ...ld will be populated by the system if the asset was received on a purchase order. ...ld will be populated by the system if the asset was received on a purchase order and the Warranty Length field is filled out in the Item Master.
  3 KB (569 words) - 10:54, 7 December 2022
• Standard Tasks
  '''Default Menu Location''': Maintain >> Task Management >> Standard Task Maintenance '''SvrOrd Form:''' If there is a default service order form for the task, enter it here.
  7 KB (1,136 words) - 15:40, 25 March 2024
• Drop Folders for Document Vault
  | Bid Purchase Order | Purchase Order
  5 KB (762 words) - 08:14, 8 April 2024

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