Adjutant Wiki - User contributions [en]

File:Sales Order Default Dates.png

2024-05-24T14:44:05Z

Aaron: Sales Order Default Dates

== Summary ==
Sales Order Default Dates

File:Sold From Screen.png

2024-03-20T14:54:00Z

Aaron:

Organization Attributes - Sold To

2024-03-20T14:34:03Z

Aaron: Created page with "__NOTOC__ ===General Description=== '''How To Access:''' :'''Default Menu Location:''' Maintain >> Address Book >> Organization >> Ship To Attribute :Organization screen is..."

__NOTOC__
===General Description===
'''How To Access:'''

:'''Default Menu Location:''' Maintain >> Address Book >> Organization >> Ship To Attribute

:Organization screen is also accessible from the Adjutant Toolbar:

[[File:Adj_Toolbar_Orgs.png]].

:'''Screen Name:''' Sold To

:'''URL:''' ShipTo_S.htm?

'''Function:''' Sold To is an attribute jump screen from the Organization Screen, which defines all the billing information for your customer, and where you send invoices.

[[File:Sold_To_Screen.png]]

===Fields/Filters:===

'''Sold Misc:''' User-defined field

'''Salesperson:''' Salesperson for this organization

* Only people with the ''Salesperson'' attribute will be listed for selection in the drop-down menu

'''Terr:''' Territory or region for this organization

* Organization Territories are maintained in the '''''[[Rule Maintenance | Rule Maintenance]]''''' screen by selecting ''Customer Territory Codes - TERR'' from the drop-down menu

'''Price Code:''' Price code for billing

* The price code will be used to determine pricing if no contract applies to customer

* Price Codes are maintained in the '''''Rule Maintenance''''' screen by selecting ''Customer Price Groups - ENTGRP '' from the drop-down menu.

'''Account Manager:''' Account manager for this customer

* Only people with the Account Manager attribute will be available for selection

'''Default ShipTo:''' Select the customer's default shipping or work location

'''Tax Exempt #:''' If the customer is tax exempt, enter their tax exempt number and check the '''Exempt''' box

* '''Exempt''' box must be checked for the customer to be marked as a tax exempt company

'''Default Note:''' Type a default note to appear on the customer's sales order

'''ABC Codes:''' Display the Organizations ratings based on your ABC code setup in Adjutant.

[[Category:Address Book]] [[Category:Order Entry]] [[Category:Accounts Receivable]]

File:Sold To Screen.png

2024-03-19T16:22:28Z

Aaron:

Add Ship To

2024-03-19T16:03:52Z

Aaron: Created page with " ===General Description=== '''Default Menu Location''' The '''Add Ship To''' screen is a jump screen typically accessed from the Project or Sales Order screens. On either sc..."

===General Description===

'''Default Menu Location''' The '''Add Ship To''' screen is a jump screen typically accessed from the Project or Sales Order screens. On either screen if you are working on a previously created form, you will first have to select the Edit button to enable the Add Ship To button.

[[media:Project Screen - Add Ship To.png|Project Control Screen]]

[[media:Sales Order Screen - Add Ship To.png|Sales Order Screen]]

'''Function:''' The '''Add Ship To''' screen allows you to create a new Shipment Location (Ship To) and link it to a customer during Project or Sales Order Entry.

[[File:Add Ship To Screen.png]]

Click the Add icon [[File:Plus Button.png]] to access the screen. Fill out the Ship To information and click the Save icon.
The new Ship To will be automatically entered into the corresponding fields.

===Fields/Filters===

'''ID:''' Customer ID

'''Name:''' Customer name or Company name

'''Address:''' Company address

[[Category:Address Book]] [[Category:Order Entry]] [[Category:Project Management]] [[Category:Shipping]]

File:Plus Button.png

2024-03-19T16:02:03Z

Aaron:

File:Add Ship To Screen.png

2024-03-19T16:01:26Z

Aaron:

File:Sales Order Screen - Add Ship To.png

2024-03-19T16:00:39Z

Aaron:

Rule Maintenance

2024-03-19T15:58:37Z

Aaron:

==General Information==
'''How to Access'''
:'''Default Menu Location:''' Maintain >> System >> Rule Mainenance
:'''URL:''' RuleMain_S.htm
:'''Screen Name:''' Rule Maintenance

'''Function''' The Rule Maintenance screen allows you to create, view, edit and delete system rules. System rules define the overall guidelines by which Adjutant operates. All screen functions are guided by rules set here, from the options for Contact Attributes, to Inventory Label Templates, and many, many more.

==Master Screen==
Create, view, edit and delete system rules.

[[File:Rule_Maintenance_Master_Screen_Org_Att.png]]

For an index of Adjutant system rules, view the [[:Category: Rule Maintenance|Rule Maintenance Categories]] page.
[[Category: Rule Maintenance]]

File:Project Screen - Add Ship To.png

2024-03-19T15:55:07Z

Aaron:

Rule Maintenance

2024-03-19T15:51:02Z

Aaron:

==General Information==
'''How to Access'''
:'''URL''' RuleMain_S.htm
:'''Default Menu Location''' Maintain >> System >> Rule Mainenance
:'''Screen Name:''' Rule Maintenance

'''Function''' The Rule Maintenance screen allows you to create, view, edit and delete system rules. System rules define the overall guidelines by which Adjutant operates. All screen functions are guided by rules set here, from the options for Contact Attributes, to Inventory Label Templates, and many, many more.

==Master Screen==
Create, view, edit and delete system rules.

[[File:Rule_Maintenance_Master_Screen_Org_Att.png]]

For an index of Adjutant system rules, view the [[:Category: Rule Maintenance|Rule Maintenance Categories]] page.
[[Category: Rule Maintenance]]

File:Ship To Screen.png

2024-03-19T14:44:42Z

Aaron:

File:Adj Toolbar Orgs.png

2024-03-19T14:29:53Z

Aaron:

Quick Search

2024-03-13T19:51:30Z

Aaron: Created page with "===General Information=== The Quick Search feature is located at the end of the Adjutant toolbar. It allows you to quickly find different records in Adjutant. You can searc..."

===General Information===

The Quick Search feature is located at the end of the Adjutant toolbar.

It allows you to quickly find different records in Adjutant.

You can search by:

* AP Invoice
* AR Invoice
* Asset
* Bid
* Campaign
* Contact
* GL Account
* Item Code
* Note
* Opportunity
* Organization
* Project Name
* Project Opportunity
* Purchase Order
* Quote
* Sales Order
* Screen Name
* Serial/Lot
* Shipping Event

Each search will take you to the corresponding screen.

[[File:Quick Search.png|options|caption]]

[[Category:System Admin]]

File:Quick Search.png

2024-03-13T19:47:17Z

Aaron:

Ship Sales Order

2024-03-13T19:35:35Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location:''' Transaction >> Order Entry >> Ship Sales Order

'''Screen Name:''' Manual Shipping

'''URL:''' ManualShipping_S.htm?mode=SO

'''Function''' The ''Ship Sales Order'' screen is used to ship and invoice line items on open sales orders.

[[File:Manual Shipping.png|options|caption]]

Enter the sales order number in the '''Sales Order #''' field and enter the '''Ship Date'''.

The Ship Date will also be the invoice date.

Select the lines that are being shipped. Click the '''A''' button to automatically select all lines.

Enter the quantity of items to be shipped in the Qty to Ship column. The order quantity is defaulted into this cell.

If you are shipping one line item out of two or more lots, click the Add Lot button and enter the additional lot numbers accordingly.

Click ''' CC ''' to process a credit card transaction through integrated credit card processing software.

Click the '''Ship''' button to ship the items and allow for invoicing.

The color coding is explained at the bottom of the screen.

[[Category:Accounts Receivable]]
[[Category:Order Entry]]

Update Salesperson & Account Manager

2024-03-13T19:34:28Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''': Transaction >> Address Book >> Update Salesperson

'''Screen Name''': Update Salesperson

'''URL:''' UpdateSalesperson_S.htm

'''Function:''' Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records.

[[File:Update Sales Person and Account MAnager.png|options|caption]]

===Fields===

'''Zone''': You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory.

'''Account Manager / Salesperson''': Choose the type of record you are going to update.

'''Old Value''': The existing salesperson/acct mgr that is being changed.

'''New Value''': The salesperson/acct mgr that will replace the existing.

'''Export Only''': Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated.

'''Update Changes''': Click this button to update the corresponding records.

Resource Import Guide

2024-03-13T19:29:56Z

Aaron: /* Resource Import Screen (IMPORTRES) */

__NOTOC__

==General Data Import Notes==

Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.

==Resource Import Notes==

===Timing and Preparation===

The Resource Import should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.

===General Notes===

The Resource Import will create the Resource attribute on the Contact record.

The Resource Import is only used to add records. It will not update existing records.

==Resource Import File Data Scrubbing==

Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Sales Order data scrubbing include:

* '''First Name / Last Name''' - The import attaches the Resource record to the Contact record using the First Name, Last Name, and Custno fields on the import file. Pay close attention to any duplicate names in the file. The import will assign the resource record to the first matching name under the indicated Custno. The ContID (Contact ID) value is not used on the import. Verify that all resource First Name and Last Name entries match the spelling from the names in the Contact record EXACTLY. Best practice is to use an exported list of contact records, or to use the same source data from the contact import (as long as none of the contact names have been changed since the contact import).

* '''SHour / EHour''' - Carefully review the formatting and the data in the SHour/EHour columns, if importing. To avoid issues, best practice is to format both columns as 'Text' in Excel, and enter all times as either HH:MMAM or HH:MMPM. If the columns are left as 'General' format, Excel may display the entries as entered, but will format the entries as time entries which will not match the import standard format. For example, to enter an 8 to 5 schedule, enter 08:00AM in the SHour column, and 05:00PM in the EHour column. These entries will import correctly and will not require any additional editing.

* '''SCodes''' - A single column allows for importing multiple Skill Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign the Operator (OP), Senior Tech (ST), and Tech (TE) skills, you would enter OP,ST,TE in the SCodes column.

* '''BCodes''' - A single column allows for importing multiple Billing Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign Admin (AD), Holiday (HO), and Jury Duty (JD) bill codes, you would enter AD,HO,JD in the BCodes column.

* '''Attributes''' - A single column allows for importing multiple attributes on the Resource record. To assign multiple attributes, enter each complete attribute name from the Resource Attributes (ATT_RES) rule (not the codes) separated by a comma.

==Resource Import Screen==

'''Menu Location:''' Transaction >> Importers/Exporters >> Address Book >> Resource Import

'''Screen Name:''' File Import Master

'''URL:''' ImportMaster_S.htm?mode=RESIMP

[[File:Resource Import.png]]

'''File Name/Browse:''' Use the Browse button to locate and select the completed Resource Import template file (in XLS format).

'''Export Template:''' Generates a blank Resource Import template file

'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing. The file will only be created if there are errors.

==Resource Import File Definitions==

Required fields are indicated with an *

'''*f1 - Custno''' - Organization customer number for the target contact record

'''f2 - ContID''' - Contact ID from the VCONTACT table. This field is no longer used.

'''*f3 - FirstName''' - First name for the target contact record. This must exactly match the first name of an existing contact record in Adjutant.

'''*f4 - LastName''' - Last name for the target contact record. This must exactly match the last name of an existing contact record in Adjutant.

'''*f5 - TabCode''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Schedule Tab.

'''*f6 - RName''' - Resource full name

'''f7 - DefSkill''' - Default Skill Code from the Resource Skill Codes (SKILL) rule

'''f8 - ShowSch''' - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked.

'''f9 - IsSuper''' - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked.

'''f10 - WOForm''' - Enter the complete form name and .FRX extension to default a specific work order form for the resource.

'''f11 - EquipID''' - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset Tag ID must exist in Adjutant.

'''f12 - ResNo''' - Resource ID (RID) number for the resource (max 10 characters, alphanumeric)

'''f13 - EmplID''' - Accounting system employee ID used for third party integrations. (max 9 characters, alphanumeric)

'''*f14 - DefWHSE''' - Default Warehouse name

'''f15 - DefBCode''' - Default Billing Code from the Billing Codes (BILLCODE) rule

'''f16 - GLGroup''' - GL Group name associated with the resource. The GL Group must exist in Adjutant.

'''*f17 - DCode''' - Department Code from the Departments (DEPT) rule

'''f18 - SHour''' - Schedule start hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f19 - EHour''' - Schedule end hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f20 - Email''' - Resource email address

'''f21 - CostFact''' - Resource cost factor, or labor rate per hour, in 999.99 format. This field is only used with certain setup options, and it can adversely affect accounting balances if not set up correctly. Do not import this value unless you are absolutely clear on the reflexes.

'''*f22 - StartTab''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Start on Tab.

'''f23 - AssHour''' - Number of hours for the Default Hours per Day field

'''f24 - ResHour''' - Number of hours for the Daily Schedule Load (Hrs) field

'''f25 - AllOver''' - Enter a 'Y' to allow overscheduling.

'''f26 - ParentOnly''' - Enter a 'Y' to check the Assign to Parent Company Only box. Leave blank or enter 'N' to leave the box unchecked.

'''f27 - GMTOff''' - Schedule offset from Greenwich Mean Time in whole hours (valid entries are -## to ##)

'''f28 - DST''' - Enter a 'Y' to check the DST (Daylight Savings Time) box. Leave blank or enter 'N' to leave the box unchecked.

'''f29 - HireDate''' - Resource hire date in MM/DD/YY format

'''f30 - TermDate''' - Resource termination date in MM/DD/YY format

'''f31 - SCodes''' - Enter Skill Code(s) from the Resource Skill Codes (SKILL) rule. To enter multiple skills for a resource, separate each code by a comma.

'''f32 - BCodes''' - Enter Billing Code(s) from the Billing Codes (BILLCODE) rule. To enter multiple billing codes for a resource, separate each code by a comma.

'''f33 - Attributes''' - Enter Resource Attribute name(s) from the Resource Attributes (ATT_RES) rule (not the codes). To assign multiple attributes for a resource, separate each attribute name by a comma.

==Resource Import Reconciliation==

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

Run the Resource List report for the imported records. Review the report for basic details and look for any missing or incorrect records.

==Resource Import Additional Steps==

There are no additional steps required for the Resource Import.

==Resource Import Database Tables==

'''RTRESOURCE''' - Each imported standard task creates a new KEYNO in the this table, linked to the CONTID of the associated contact.

'''PCXREF''' - Skill Codes and Resource Attributes (added from the SCodes and Attributes columns) create KEYNOs in this table, where the TYPE is the skill or attribute name. The PARENTID link is the CONTID from the VCONTACT table. The CHILDID is the KEYNO from the RTRESOURCE table.

'''RESXBC''' - Resource bill codes are added to this table with a unique KEYNO for each billcode, linked to to resource KEYNO from the RTRESOURCE table.

[[Category: Tasks and Time Billing]]
[[Category: Address Book]]
[[Category: Import Guides]]

Resource Import Guide

2024-03-13T19:29:23Z

Aaron:

__NOTOC__

==General Data Import Notes==

Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.

==Resource Import Notes==

===Timing and Preparation===

The Resource Import should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.

===General Notes===

The Resource Import will create the Resource attribute on the Contact record.

The Resource Import is only used to add records. It will not update existing records.

==Resource Import File Data Scrubbing==

Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Sales Order data scrubbing include:

* '''First Name / Last Name''' - The import attaches the Resource record to the Contact record using the First Name, Last Name, and Custno fields on the import file. Pay close attention to any duplicate names in the file. The import will assign the resource record to the first matching name under the indicated Custno. The ContID (Contact ID) value is not used on the import. Verify that all resource First Name and Last Name entries match the spelling from the names in the Contact record EXACTLY. Best practice is to use an exported list of contact records, or to use the same source data from the contact import (as long as none of the contact names have been changed since the contact import).

* '''SHour / EHour''' - Carefully review the formatting and the data in the SHour/EHour columns, if importing. To avoid issues, best practice is to format both columns as 'Text' in Excel, and enter all times as either HH:MMAM or HH:MMPM. If the columns are left as 'General' format, Excel may display the entries as entered, but will format the entries as time entries which will not match the import standard format. For example, to enter an 8 to 5 schedule, enter 08:00AM in the SHour column, and 05:00PM in the EHour column. These entries will import correctly and will not require any additional editing.

* '''SCodes''' - A single column allows for importing multiple Skill Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign the Operator (OP), Senior Tech (ST), and Tech (TE) skills, you would enter OP,ST,TE in the SCodes column.

* '''BCodes''' - A single column allows for importing multiple Billing Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign Admin (AD), Holiday (HO), and Jury Duty (JD) bill codes, you would enter AD,HO,JD in the BCodes column.

* '''Attributes''' - A single column allows for importing multiple attributes on the Resource record. To assign multiple attributes, enter each complete attribute name from the Resource Attributes (ATT_RES) rule (not the codes) separated by a comma.

==Resource Import Screen (IMPORTRES)==

'''Menu Location:''' Transaction >> Importers/Exporters >> Address Book >> Resource Import

'''Screen Name:''' File Import Master

'''URL:''' ImportMaster_S.htm?mode=RESIMP

[[File:Resource Import.png]]

'''File Name/Browse:''' Use the Browse button to locate and select the completed Resource Import template file (in XLS format).

'''Export Template:''' Generates a blank Resource Import template file

'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing. The file will only be created if there are errors.

==Resource Import File Definitions==

Required fields are indicated with an *

'''*f1 - Custno''' - Organization customer number for the target contact record

'''f2 - ContID''' - Contact ID from the VCONTACT table. This field is no longer used.

'''*f3 - FirstName''' - First name for the target contact record. This must exactly match the first name of an existing contact record in Adjutant.

'''*f4 - LastName''' - Last name for the target contact record. This must exactly match the last name of an existing contact record in Adjutant.

'''*f5 - TabCode''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Schedule Tab.

'''*f6 - RName''' - Resource full name

'''f7 - DefSkill''' - Default Skill Code from the Resource Skill Codes (SKILL) rule

'''f8 - ShowSch''' - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked.

'''f9 - IsSuper''' - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked.

'''f10 - WOForm''' - Enter the complete form name and .FRX extension to default a specific work order form for the resource.

'''f11 - EquipID''' - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset Tag ID must exist in Adjutant.

'''f12 - ResNo''' - Resource ID (RID) number for the resource (max 10 characters, alphanumeric)

'''f13 - EmplID''' - Accounting system employee ID used for third party integrations. (max 9 characters, alphanumeric)

'''*f14 - DefWHSE''' - Default Warehouse name

'''f15 - DefBCode''' - Default Billing Code from the Billing Codes (BILLCODE) rule

'''f16 - GLGroup''' - GL Group name associated with the resource. The GL Group must exist in Adjutant.

'''*f17 - DCode''' - Department Code from the Departments (DEPT) rule

'''f18 - SHour''' - Schedule start hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f19 - EHour''' - Schedule end hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f20 - Email''' - Resource email address

'''f21 - CostFact''' - Resource cost factor, or labor rate per hour, in 999.99 format. This field is only used with certain setup options, and it can adversely affect accounting balances if not set up correctly. Do not import this value unless you are absolutely clear on the reflexes.

'''*f22 - StartTab''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Start on Tab.

'''f23 - AssHour''' - Number of hours for the Default Hours per Day field

'''f24 - ResHour''' - Number of hours for the Daily Schedule Load (Hrs) field

'''f25 - AllOver''' - Enter a 'Y' to allow overscheduling.

'''f26 - ParentOnly''' - Enter a 'Y' to check the Assign to Parent Company Only box. Leave blank or enter 'N' to leave the box unchecked.

'''f27 - GMTOff''' - Schedule offset from Greenwich Mean Time in whole hours (valid entries are -## to ##)

'''f28 - DST''' - Enter a 'Y' to check the DST (Daylight Savings Time) box. Leave blank or enter 'N' to leave the box unchecked.

'''f29 - HireDate''' - Resource hire date in MM/DD/YY format

'''f30 - TermDate''' - Resource termination date in MM/DD/YY format

'''f31 - SCodes''' - Enter Skill Code(s) from the Resource Skill Codes (SKILL) rule. To enter multiple skills for a resource, separate each code by a comma.

'''f32 - BCodes''' - Enter Billing Code(s) from the Billing Codes (BILLCODE) rule. To enter multiple billing codes for a resource, separate each code by a comma.

'''f33 - Attributes''' - Enter Resource Attribute name(s) from the Resource Attributes (ATT_RES) rule (not the codes). To assign multiple attributes for a resource, separate each attribute name by a comma.

==Resource Import Reconciliation==

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

Run the Resource List report for the imported records. Review the report for basic details and look for any missing or incorrect records.

==Resource Import Additional Steps==

There are no additional steps required for the Resource Import.

==Resource Import Database Tables==

'''RTRESOURCE''' - Each imported standard task creates a new KEYNO in the this table, linked to the CONTID of the associated contact.

'''PCXREF''' - Skill Codes and Resource Attributes (added from the SCodes and Attributes columns) create KEYNOs in this table, where the TYPE is the skill or attribute name. The PARENTID link is the CONTID from the VCONTACT table. The CHILDID is the KEYNO from the RTRESOURCE table.

'''RESXBC''' - Resource bill codes are added to this table with a unique KEYNO for each billcode, linked to to resource KEYNO from the RTRESOURCE table.

[[Category: Tasks and Time Billing]]
[[Category: Address Book]]
[[Category: Import Guides]]

Resource Import Guide

2024-03-13T19:28:30Z

Aaron:

==General Data Import Notes==

Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.

==Resource Import Notes==

===Timing and Preparation===

The Resource Import should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.

===General Notes===

The Resource Import will create the Resource attribute on the Contact record.

The Resource Import is only used to add records. It will not update existing records.

==Resource Import File Data Scrubbing==

Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Sales Order data scrubbing include:

* '''First Name / Last Name''' - The import attaches the Resource record to the Contact record using the First Name, Last Name, and Custno fields on the import file. Pay close attention to any duplicate names in the file. The import will assign the resource record to the first matching name under the indicated Custno. The ContID (Contact ID) value is not used on the import. Verify that all resource First Name and Last Name entries match the spelling from the names in the Contact record EXACTLY. Best practice is to use an exported list of contact records, or to use the same source data from the contact import (as long as none of the contact names have been changed since the contact import).

* '''SHour / EHour''' - Carefully review the formatting and the data in the SHour/EHour columns, if importing. To avoid issues, best practice is to format both columns as 'Text' in Excel, and enter all times as either HH:MMAM or HH:MMPM. If the columns are left as 'General' format, Excel may display the entries as entered, but will format the entries as time entries which will not match the import standard format. For example, to enter an 8 to 5 schedule, enter 08:00AM in the SHour column, and 05:00PM in the EHour column. These entries will import correctly and will not require any additional editing.

* '''SCodes''' - A single column allows for importing multiple Skill Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign the Operator (OP), Senior Tech (ST), and Tech (TE) skills, you would enter OP,ST,TE in the SCodes column.

* '''BCodes''' - A single column allows for importing multiple Billing Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign Admin (AD), Holiday (HO), and Jury Duty (JD) bill codes, you would enter AD,HO,JD in the BCodes column.

* '''Attributes''' - A single column allows for importing multiple attributes on the Resource record. To assign multiple attributes, enter each complete attribute name from the Resource Attributes (ATT_RES) rule (not the codes) separated by a comma.

==Resource Import Screen (IMPORTRES)==

'''Menu Location:''' Transaction >> Importers/Exporters >> Address Book >> Resource Import

'''Screen Name:''' File Import Master

'''URL:''' ImportMaster_S.htm?mode=RESIMP

[[File:Resource Import.png]]

'''File Name/Browse:''' Use the Browse button to locate and select the completed Resource Import template file (in XLS format).

'''Export Template:''' Generates a blank Resource Import template file

'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing. The file will only be created if there are errors.

==Resource Import File Definitions==

Required fields are indicated with an *

'''*f1 - Custno''' - Organization customer number for the target contact record

'''f2 - ContID''' - Contact ID from the VCONTACT table. This field is no longer used.

'''*f3 - FirstName''' - First name for the target contact record. This must exactly match the first name of an existing contact record in Adjutant.

'''*f4 - LastName''' - Last name for the target contact record. This must exactly match the last name of an existing contact record in Adjutant.

'''*f5 - TabCode''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Schedule Tab.

'''*f6 - RName''' - Resource full name

'''f7 - DefSkill''' - Default Skill Code from the Resource Skill Codes (SKILL) rule

'''f8 - ShowSch''' - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked.

'''f9 - IsSuper''' - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked.

'''f10 - WOForm''' - Enter the complete form name and .FRX extension to default a specific work order form for the resource.

'''f11 - EquipID''' - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset Tag ID must exist in Adjutant.

'''f12 - ResNo''' - Resource ID (RID) number for the resource (max 10 characters, alphanumeric)

'''f13 - EmplID''' - Accounting system employee ID used for third party integrations. (max 9 characters, alphanumeric)

'''*f14 - DefWHSE''' - Default Warehouse name

'''f15 - DefBCode''' - Default Billing Code from the Billing Codes (BILLCODE) rule

'''f16 - GLGroup''' - GL Group name associated with the resource. The GL Group must exist in Adjutant.

'''*f17 - DCode''' - Department Code from the Departments (DEPT) rule

'''f18 - SHour''' - Schedule start hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f19 - EHour''' - Schedule end hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f20 - Email''' - Resource email address

'''f21 - CostFact''' - Resource cost factor, or labor rate per hour, in 999.99 format. This field is only used with certain setup options, and it can adversely affect accounting balances if not set up correctly. Do not import this value unless you are absolutely clear on the reflexes.

'''*f22 - StartTab''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Start on Tab.

'''f23 - AssHour''' - Number of hours for the Default Hours per Day field

'''f24 - ResHour''' - Number of hours for the Daily Schedule Load (Hrs) field

'''f25 - AllOver''' - Enter a 'Y' to allow overscheduling.

'''f26 - ParentOnly''' - Enter a 'Y' to check the Assign to Parent Company Only box. Leave blank or enter 'N' to leave the box unchecked.

'''f27 - GMTOff''' - Schedule offset from Greenwich Mean Time in whole hours (valid entries are -## to ##)

'''f28 - DST''' - Enter a 'Y' to check the DST (Daylight Savings Time) box. Leave blank or enter 'N' to leave the box unchecked.

'''f29 - HireDate''' - Resource hire date in MM/DD/YY format

'''f30 - TermDate''' - Resource termination date in MM/DD/YY format

'''f31 - SCodes''' - Enter Skill Code(s) from the Resource Skill Codes (SKILL) rule. To enter multiple skills for a resource, separate each code by a comma.

'''f32 - BCodes''' - Enter Billing Code(s) from the Billing Codes (BILLCODE) rule. To enter multiple billing codes for a resource, separate each code by a comma.

'''f33 - Attributes''' - Enter Resource Attribute name(s) from the Resource Attributes (ATT_RES) rule (not the codes). To assign multiple attributes for a resource, separate each attribute name by a comma.

==Resource Import Reconciliation==

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

Run the Resource List report for the imported records. Review the report for basic details and look for any missing or incorrect records.

==Resource Import Additional Steps==

There are no additional steps required for the Resource Import.

==Resource Import Database Tables==

'''RTRESOURCE''' - Each imported standard task creates a new KEYNO in the this table, linked to the CONTID of the associated contact.

'''PCXREF''' - Skill Codes and Resource Attributes (added from the SCodes and Attributes columns) create KEYNOs in this table, where the TYPE is the skill or attribute name. The PARENTID link is the CONTID from the VCONTACT table. The CHILDID is the KEYNO from the RTRESOURCE table.

'''RESXBC''' - Resource bill codes are added to this table with a unique KEYNO for each billcode, linked to to resource KEYNO from the RTRESOURCE table.

[[Category: Tasks and Time Billing]]
[[Category: Address Book]]
[[Category: Import Guides]]

Remit To

2024-03-13T19:26:24Z

Aaron:

__NOTOC__

==General Information==

'''Default Menu Location:''' Maintain >> Address Book >> Organization >> Select Organization > 'Remit To' Attribute

'''Screen Name:''' Remit To

'''URL:''' RemitTo_S.htm?

'''Function:''' The Remit To screen stores default information related to creating and paying AP invoices for vendor organizations.

[[image:remitto.png]]

'''Remit To''' is an attribute that can be assigned to an organization; the screen can only be accessed from the attributes box.

==Fields==

'''Tax Rate:''' Default Tax rate for Purchase Orders (POs).

'''Terms:''' Default Accounts Payable (AP) terms.

'''Misc Code:''' Customizable field. For details regarding how to use this, contact your ABIS Consultant.

'''Discount:''' Default Discount Percentage.

'''Sales Person:''' Remit To Sales Person.

'''Terr:''' Default Territory.

'''Legal Name:''' If filled out, this will be used as the vendor name when 1099's are printed.

'''1099 Type:''' Default 1099 Type.

'''1099 Address:''' Address to be used on 1099's.

'''1099 Address2:''' Address2 to be used on 1099's.

'''1099 City/St/Zip:''' City, State, and Zip Code to be used on 1099's.

'''1099 Country:''' Country to be used on 1099's.

'''TaxID:''' Vendor Tax ID number.

'''Check Memo:''' Default value for the Check Memo field.

'''Payment Priority:''' Default Payment Priority for AP Invoices.

'''Currency:''' Default Currency.

'''AP Adj%:''' Default adjustment percentage.

'''AP Adjust Acct:''' Default adjustment GL account.

[[Category: Accounts Payable]] [[Category: Address Book]]

Remit To

2024-03-13T19:25:55Z

Aaron:

__NOTOC__

==General Information==

'''Default Menu Location:''' Maintain >> Address Book >> Organization

'''Screen Name:''' Remit To

'''URL:''' RemitTo_S.htm?

'''Function:''' The Remit To screen stores default information related to creating and paying AP invoices for vendor organizations.

[[image:remitto.png]]

'''Remit To''' is an attribute that can be assigned to an organization; the screen can only be accessed from the attributes box.

==Fields==

'''Tax Rate:''' Default Tax rate for Purchase Orders (POs).

'''Terms:''' Default Accounts Payable (AP) terms.

'''Misc Code:''' Customizable field. For details regarding how to use this, contact your ABIS Consultant.

'''Discount:''' Default Discount Percentage.

'''Sales Person:''' Remit To Sales Person.

'''Terr:''' Default Territory.

'''Legal Name:''' If filled out, this will be used as the vendor name when 1099's are printed.

'''1099 Type:''' Default 1099 Type.

'''1099 Address:''' Address to be used on 1099's.

'''1099 Address2:''' Address2 to be used on 1099's.

'''1099 City/St/Zip:''' City, State, and Zip Code to be used on 1099's.

'''1099 Country:''' Country to be used on 1099's.

'''TaxID:''' Vendor Tax ID number.

'''Check Memo:''' Default value for the Check Memo field.

'''Payment Priority:''' Default Payment Priority for AP Invoices.

'''Currency:''' Default Currency.

'''AP Adj%:''' Default adjustment percentage.

'''AP Adjust Acct:''' Default adjustment GL account.

[[Category: Accounts Payable]] [[Category: Address Book]]

Resource Import Guide

2024-03-13T18:42:32Z

Aaron:

==General Data Import Notes==

Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.

==Resource Import Notes==

===Timing and Preparation===

The Resource Import should occur as soon as the required Task Management Rule Maintenance records have been completely set up. Follow the [[Task Management Setup Guide]] for details on the required setup procedures.

===General Notes===

The Resource Import will create the Resource attribute on the Contact record.

The Resource Import is only used to add records. It will not update existing records.

==Resource Import File Data Scrubbing==

Every customer's data will have different issues that need addressing. Some of the issues will not make themselves visible until after the data has been imported and is in use during parallel testing. This is why it is critically important to perform an early import, and keep accurate notes on issues that need to be addressed on a supplemental import, or for a complete re-import. Some common things that need attention during Sales Order data scrubbing include:

* '''First Name / Last Name''' - The import attaches the Resource record to the Contact record using the First Name, Last Name, and Custno fields on the import file. Pay close attention to any duplicate names in the file. The import will assign the resource record to the first matching name under the indicated Custno. The ContID (Contact ID) value is not used on the import. Verify that all resource First Name and Last Name entries match the spelling from the names in the Contact record EXACTLY. Best practice is to use an exported list of contact records, or to use the same source data from the contact import (as long as none of the contact names have been changed since the contact import).

* '''SHour / EHour''' - Carefully review the formatting and the data in the SHour/EHour columns, if importing. To avoid issues, best practice is to format both columns as 'Text' in Excel, and enter all times as either HH:MMAM or HH:MMPM. If the columns are left as 'General' format, Excel may display the entries as entered, but will format the entries as time entries which will not match the import standard format. For example, to enter an 8 to 5 schedule, enter 08:00AM in the SHour column, and 05:00PM in the EHour column. These entries will import correctly and will not require any additional editing.

* '''SCodes''' - A single column allows for importing multiple Skill Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign the Operator (OP), Senior Tech (ST), and Tech (TE) skills, you would enter OP,ST,TE in the SCodes column.

* '''BCodes''' - A single column allows for importing multiple Billing Code selections on the Resource record. To assign multiple codes, enter the codes separated by a comma. For example, to assign Admin (AD), Holiday (HO), and Jury Duty (JD) bill codes, you would enter AD,HO,JD in the BCodes column.

* '''Attributes''' - A single column allows for importing multiple attributes on the Resource record. To assign multiple attributes, enter each complete attribute name from the Resource Attributes (ATT_RES) rule (not the codes) separated by a comma.

==Resource Import Screen (IMPORTRES)==

Menu Location: Transaction>>Importers/Exporters>>Address Book>>Resource Import

[[File:Resource Import.png]]

'''File Name/Browse:''' Use the Browse button to locate and select the completed Resource Import template file (in XLS format).

'''Export Template:''' Generates a blank Resource Import template file

'''Map Fields:''' Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.

'''Validate to XLS File:''' Generates an XLS file of errors that will prevent the import from completing. The file will only be created if there are errors.

==Resource Import File Definitions==

Required fields are indicated with an *

'''*f1 - Custno''' - Organization customer number for the target contact record

'''f2 - ContID''' - Contact ID from the VCONTACT table. This field is no longer used.

'''*f3 - FirstName''' - First name for the target contact record. This must exactly match the first name of an existing contact record in Adjutant.

'''*f4 - LastName''' - Last name for the target contact record. This must exactly match the last name of an existing contact record in Adjutant.

'''*f5 - TabCode''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Schedule Tab.

'''*f6 - RName''' - Resource full name

'''f7 - DefSkill''' - Default Skill Code from the Resource Skill Codes (SKILL) rule

'''f8 - ShowSch''' - Enter a 'Y' to check the Show on Schedule box. Leave blank or enter 'N' to leave the box unchecked.

'''f9 - IsSuper''' - Enter a 'Y' to check the Supervisor box. This defines the resource record as an available Supervisor in the Supervisor drop-down list. Leave blank or enter 'N' to leave the box unchecked.

'''f10 - WOForm''' - Enter the complete form name and .FRX extension to default a specific work order form for the resource.

'''f11 - EquipID''' - Enter a valid Asset Tag ID to associate a default piece of equipment for the resource. The Asset Tag ID must exist in Adjutant.

'''f12 - ResNo''' - Resource ID (RID) number for the resource (max 10 characters, alphanumeric)

'''f13 - EmplID''' - Accounting system employee ID used for third party integrations. (max 9 characters, alphanumeric)

'''*f14 - DefWHSE''' - Default Warehouse name

'''f15 - DefBCode''' - Default Billing Code from the Billing Codes (BILLCODE) rule

'''f16 - GLGroup''' - GL Group name associated with the resource. The GL Group must exist in Adjutant.

'''*f17 - DCode''' - Department Code from the Departments (DEPT) rule

'''f18 - SHour''' - Schedule start hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f19 - EHour''' - Schedule end hour. Must be entered in HH:MMAM or HH:MMPM format, and the Excel column should be formatted as text

'''f20 - Email''' - Resource email address

'''f21 - CostFact''' - Resource cost factor, or labor rate per hour, in 999.99 format. This field is only used with certain setup options, and it can adversely affect accounting balances if not set up correctly. Do not import this value unless you are absolutely clear on the reflexes.

'''*f22 - StartTab''' - Schedule Tab code from the Schedule Tab Names (TABS) rule to populate the Start on Tab.

'''f23 - AssHour''' - Number of hours for the Default Hours per Day field

'''f24 - ResHour''' - Number of hours for the Daily Schedule Load (Hrs) field

'''f25 - AllOver''' - Enter a 'Y' to allow overscheduling.

'''f26 - ParentOnly''' - Enter a 'Y' to check the Assign to Parent Company Only box. Leave blank or enter 'N' to leave the box unchecked.

'''f27 - GMTOff''' - Schedule offset from Greenwich Mean Time in whole hours (valid entries are -## to ##)

'''f28 - DST''' - Enter a 'Y' to check the DST (Daylight Savings Time) box. Leave blank or enter 'N' to leave the box unchecked.

'''f29 - HireDate''' - Resource hire date in MM/DD/YY format

'''f30 - TermDate''' - Resource termination date in MM/DD/YY format

'''f31 - SCodes''' - Enter Skill Code(s) from the Resource Skill Codes (SKILL) rule. To enter multiple skills for a resource, separate each code by a comma.

'''f32 - BCodes''' - Enter Billing Code(s) from the Billing Codes (BILLCODE) rule. To enter multiple billing codes for a resource, separate each code by a comma.

'''f33 - Attributes''' - Enter Resource Attribute name(s) from the Resource Attributes (ATT_RES) rule (not the codes). To assign multiple attributes for a resource, separate each attribute name by a comma.

==Resource Import Reconciliation==

Reconciling imported data should begin with spot-checking several records field-by-field for complete data import. Pick records from the source file that have the most data columns filled in. Verify that all source file data fields imported correctly and display as expected.

Run the Resource List report for the imported records. Review the report for basic details and look for any missing or incorrect records.

==Resource Import Additional Steps==

There are no additional steps required for the Resource Import.

==Resource Import Database Tables==

'''RTRESOURCE''' - Each imported standard task creates a new KEYNO in the this table, linked to the CONTID of the associated contact.

'''PCXREF''' - Skill Codes and Resource Attributes (added from the SCodes and Attributes columns) create KEYNOs in this table, where the TYPE is the skill or attribute name. The PARENTID link is the CONTID from the VCONTACT table. The CHILDID is the KEYNO from the RTRESOURCE table.

'''RESXBC''' - Resource bill codes are added to this table with a unique KEYNO for each billcode, linked to to resource KEYNO from the RTRESOURCE table.

[[Category: Tasks and Time Billing]]
[[Category: Address Book]]
[[Category: Import Guides]]

File:Resource Import.png

2024-03-13T18:40:55Z

Aaron:

Ship Sales Order

2024-03-13T18:37:33Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''' Transaction >> Order Entry >> Ship Sales Order

'''Screen Name''' Manual Shipping

'''Function''' The ''Ship Sales Order'' screen is used to ship and invoice line items on open sales orders.

[[File:Manual Shipping.png|options|caption]]

Enter the sales order number in the '''Sales Order #''' field and enter the '''Ship Date'''.

The Ship Date will also be the invoice date.

Select the lines that are being shipped. Click the '''A''' button to automatically select all lines.

Enter the quantity of items to be shipped in the Qty to Ship column. The order quantity is defaulted into this cell.

If you are shipping one line item out of two or more lots, click the Add Lot button and enter the additional lot numbers accordingly.

Click ''' CC ''' to process a credit card transaction through integrated credit card processing software.

Click the '''Ship''' button to ship the items and allow for invoicing.

The color coding is explained at the bottom of the screen.

[[Category:Accounts Receivable]]
[[Category:Order Entry]]

Ship Sales Order

2024-03-13T18:36:56Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''' Transaction >> Order Entry >> Ship Sales Order

'''Screen Name''' MANUALSHIP

'''Function''' The ''Ship Sales Order'' screen is used to ship and invoice line items on open sales orders.

[[File:Manual Shipping.png|options|caption]]

Enter the sales order number in the '''Sales Order #''' field and enter the '''Ship Date'''.

The Ship Date will also be the invoice date.

Select the lines that are being shipped. Click the '''A''' button to automatically select all lines.

Enter the quantity of items to be shipped in the Qty to Ship column. The order quantity is defaulted into this cell.

If you are shipping one line item out of two or more lots, click the Add Lot button and enter the additional lot numbers accordingly.

Click ''' CC ''' to process a credit card transaction through integrated credit card processing software.

Click the '''Ship''' button to ship the items and allow for invoicing.

The color coding is explained at the bottom of the screen.

[[Category:Accounts Receivable]]
[[Category:Order Entry]]

Ship Sales Order

2024-03-13T18:36:45Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''' Transaction >> Order Entry >> Ship Sales Order

'''Screen Name''' MANUALSHIP

'''Function''' The ''Ship Sales Order'' screen is used to ship and invoice line items on open sales orders.

Enter the sales order number in the '''Sales Order #''' field and enter the '''Ship Date'''.

The Ship Date will also be the invoice date.

Select the lines that are being shipped. Click the '''A''' button to automatically select all lines.

Enter the quantity of items to be shipped in the Qty to Ship column. The order quantity is defaulted into this cell.

If you are shipping one line item out of two or more lots, click the Add Lot button and enter the additional lot numbers accordingly.

Click ''' CC ''' to process a credit card transaction through integrated credit card processing software.

Click the '''Ship''' button to ship the items and allow for invoicing.

The color coding is explained at the bottom of the screen.

[[Category:Accounts Receivable]]
[[Category:Order Entry]]

Ship Sales Order

2024-03-13T18:35:29Z

Aaron:

File:Manual Shipping.png

2024-03-13T18:35:01Z

Aaron: Aaron uploaded a new version of File:Manual Shipping.png

Update Salesperson & Account Manager

2024-03-13T18:32:03Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''': Transaction >> Address Book >> Update Salesperson

'''Screen Name''': Update Salesperson

'''Function:''' Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records.

[[File:Update Sales Person and Account MAnager.png|options|caption]]

===Fields===

'''Zone''': You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory.

'''Account Manager / Salesperson''': Choose the type of record you are going to update.

'''Old Value''': The existing salesperson/acct mgr that is being changed.

'''New Value''': The salesperson/acct mgr that will replace the existing.

'''Export Only''': Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated.

'''Update Changes''': Click this button to update the corresponding records.

Setting the AR GL Account by Sales Order Type

2024-03-13T18:28:25Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location:''' Maintain >> System >> Rule Maintenance

'''Screen Name:''' Rule Maintenance

'''Function:''' The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified GL account.

===Rule Setup – Sales Order Type Overflow Rule===

The Sales Order Type Overflow Rule Maintenance record may need to be updated to include the AR GL Account field. Contact your implementation consultant if you need any assistance with this step, or if the rule does not exist in your system.

Add a Rule Maintenance detail record for the desired sales order type with the AR GL account. The SO Type Code must match the single letter SO Type Code from the Sales Order Type rule. The AR GL Account must be a valid GL account.

1. Click on the 'New Rule Details' button

2. Enter the SO Type Letter Code and the AR GL Account you want to hit for that SO Type

3. Click 'Save Rule Details'

[[File:Setting the AR GL account by sales order type - Wiki image 1.gif|options|caption]]

===AR GL Account Hierarchy===

The invoicing process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. Warehouse Maintenance - Invoice AR Account (if an entry exists for the matched warehouse, it will override the CID Maintenance account)

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default and the Warehouse Invoice AR account)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

The POS process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

4. CID Maintenance - Accounts Tab - POS AR field GL account (if it exists, it is considered a global override, and will override all of the above)

5. Warehouse Maintenance - Accounts Tab - POS AR field GL account will override all of the above if the Sales Order header warehouse matches a warehouse with an entry in the POS AR field.

6. POS Cash Accounts (POSACCT) Rule - The AR GL Account (text3) will override all of the above levels. It is intended '''ONLY''' for use with the insufficient funds (NSF) cash code type.

[[Category:Accounts Receivable]]
[[Category:General Ledger]]
[[Category:Order Entry]]

Setting the AR GL Account by Sales Order Type

2024-03-13T18:27:02Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location:''' Maintain >> System >> Rule Maintenance

'''Screen Name:''' RuleMain

'''Function:''' The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified GL account.

===Rule Setup – Sales Order Type Overflow Rule===

The Sales Order Type Overflow Rule Maintenance record may need to be updated to include the AR GL Account field. Contact your implementation consultant if you need any assistance with this step, or if the rule does not exist in your system.

Add a Rule Maintenance detail record for the desired sales order type with the AR GL account. The SO Type Code must match the single letter SO Type Code from the Sales Order Type rule. The AR GL Account must be a valid GL account.

1. Click on the 'New Rule Details' button

2. Enter the SO Type Letter Code and the AR GL Account you want to hit for that SO Type

3. Click 'Save Rule Details'

[[File:Setting the AR GL account by sales order type - Wiki image 1.gif|options|caption]]

===AR GL Account Hierarchy===

The invoicing process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. Warehouse Maintenance - Invoice AR Account (if an entry exists for the matched warehouse, it will override the CID Maintenance account)

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default and the Warehouse Invoice AR account)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

The POS process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

4. CID Maintenance - Accounts Tab - POS AR field GL account (if it exists, it is considered a global override, and will override all of the above)

5. Warehouse Maintenance - Accounts Tab - POS AR field GL account will override all of the above if the Sales Order header warehouse matches a warehouse with an entry in the POS AR field.

6. POS Cash Accounts (POSACCT) Rule - The AR GL Account (text3) will override all of the above levels. It is intended '''ONLY''' for use with the insufficient funds (NSF) cash code type.

[[Category:Accounts Receivable]]
[[Category:General Ledger]]
[[Category:Order Entry]]

Update Salesperson & Account Manager

2024-03-13T18:24:53Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''': Transaction >> Address Book >> Update Salesperson

'''Screen Name''': UpdateSalesperson

'''Function:''' Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records.

[[File:Update Sales Person and Account MAnager.png|options|caption]]

===Fields===

'''Zone''': You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory.

'''Account Manager / Salesperson''': Choose the type of record you are going to update.

'''Old Value''': The existing salesperson/acct mgr that is being changed.

'''New Value''': The salesperson/acct mgr that will replace the existing.

'''Export Only''': Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated.

'''Update Changes''': Click this button to update the corresponding records.

Update Salesperson & Account Manager

2024-03-13T18:21:20Z

Aaron:

__NOTOC__

===General Information===

'''Default Menu Location''': Transaction >> Address Book >> Update Salesperson

'''Screen Name''': CHANGESP

'''Function:''' Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records.

[[File:Update Sales Person and Account MAnager.png|options|caption]]

===Fields===

'''Zone''': You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory.

'''Account Manager / Salesperson''': Choose the type of record you are going to update.

'''Old Value''': The existing salesperson/acct mgr that is being changed.

'''New Value''': The salesperson/acct mgr that will replace the existing.

'''Export Only''': Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated.

'''Update Changes''': Click this button to update the corresponding records.

File:Update Sales Person and Account MAnager.png

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Update Salesperson & Account Manager

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Setting the AR GL Account by Sales Order Type

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__NOTOC__

===General Information===

'''Default Menu Location''' Maintain >> System >> Rule Maintenance

'''Function''' The accounts receivable (AR) GL account used during the invoicing/shipping process and the point-of-sale (POS) can be established based on the sales order type. To utilize this feature, you need to update the Sales Order Type Overflow rule with the sales order type(s) and AR GL accounts you want to post against. Once the rule is updated properly, all orders with a matching SO Type will post the AR amounts to the specified GL account.

===Rule Setup – Sales Order Type Overflow Rule===

The Sales Order Type Overflow Rule Maintenance record may need to be updated to include the AR GL Account field. Contact your implementation consultant if you need any assistance with this step, or if the rule does not exist in your system.

Add a Rule Maintenance detail record for the desired sales order type with the AR GL account. The SO Type Code must match the single letter SO Type Code from the Sales Order Type rule. The AR GL Account must be a valid GL account.

1. Click on the 'New Rule Details' button

2. Enter the SO Type Letter Code and the AR GL Account you want to hit for that SO Type

3. Click 'Save Rule Details'

[[File:Setting the AR GL account by sales order type - Wiki image 1.gif|options|caption]]

===AR GL Account Hierarchy===

The invoicing process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. Warehouse Maintenance - Invoice AR Account (if an entry exists for the matched warehouse, it will override the CID Maintenance account)

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default and the Warehouse Invoice AR account)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

The POS process will determine the AR GL account to use in the following order:

1. CID Maintenance - Accounts Tab - Accounts Receivable field GL account

2. SO Type Overflow rule - AR GL account (if it exists, it will override the CID AR default)

3. Customer BillTo record - AR account (if it exists, it will override all other defaults)

4. CID Maintenance - Accounts Tab - POS AR field GL account (if it exists, it is considered a global override, and will override all of the above)

5. Warehouse Maintenance - Accounts Tab - POS AR field GL account will override all of the above if the Sales Order header warehouse matches a warehouse with an entry in the POS AR field.

6. POS Cash Accounts (POSACCT) Rule - The AR GL Account (text3) will override all of the above levels. It is intended '''ONLY''' for use with the insufficient funds (NSF) cash code type.

[[Category:Accounts Receivable]]
[[Category:General Ledger]]
[[Category:Order Entry]]

Ship Sales Order

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__NOTOC__

===General Information===

'''Default Menu Location''' Transaction >> Order Entry >> Ship Sales Order

'''Screen Name''' MANUALSHIP

[[File:Manual Shipping.png|options|caption]]

'''Function''' The ''Ship Sales Order'' screen is used to ship and invoice line items on open sales orders.

Enter the sales order number in the '''Sales Order #''' field and enter the '''Ship Date'''.

The Ship Date will also be the invoice date.

Select the lines that are being shipped. Click the '''A''' button to automatically select all lines.

Enter the quantity of items to be shipped in the Qty to Ship column. The order quantity is defaulted into this cell.

If you are shipping one line item out of two or more lots, click the Add Lot button and enter the additional lot numbers accordingly.

Click ''' CC ''' to process a credit card transaction through integrated credit card processing software.

Click the '''Ship''' button to ship the items and allow for invoicing.

The color coding is explained at the bottom of the screen.

[[Category:Accounts Receivable]]
[[Category:Order Entry]]

Ship Sales Order

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Aaron:

File:Manual Shipping.png

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Ship Sales Order

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Setting the AR GL Account by Sales Order Type

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Aaron: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' The accounts receivable (AR) GL account used during t..."

File:Setting the AR GL account by sales order type - Wiki image 1.gif

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