Adjutant Wiki - User contributions [en]

Pay Invoice Link

2022-12-20T22:11:04Z

Curtis: Created page with "__NOTOC__ The Pay Invoice Link is used for customers using Heartland integration. The generated link can be sent to your customers for an invoice to allow your customer to pa..."

__NOTOC__

The Pay Invoice Link is used for customers using Heartland integration. The generated link can be sent to your customers for an invoice to allow your customer to pay online. The link can be generated and emailed out with the along with the invoice using the instructions below.

First, a special token needs to be added to the Etemplate Lower List Values rule formatted with the Name = "PayInvoiceURL" and the Code = "~*PAYINVOICEURL2*~. This will put the special token as an option in the email template.

[[File:ETEmplate_-_Rule_Maintenance_-_TEST001_-_Google_Chrome_(2).png]]

Next, the Web URL needs to be filled out with the correct link. Text 1 should be called ADJ2PAYINV. The Text 2 URL should be your 20/20 URL with /payinvoice_S.htm at the end.

[[File:Adj2payINV_Web_URL_Rule.png]]

Now you should be able to add the special token to the PRINTINV email template, which is the default template used when emailing an invoice. The special token will be in the "Extras" list from the drop down at the bottom of the screen. It should appear like the screenshot.

[[File:Pay_Invoice_Email_Template.png]]

The link will send the user to a page where they can input credit card information and pay the invoice. The payer will receive a confirmation email and the invoice balance will immediately update.

[[File:Pay_Invoice_Screen.png]]

[[Category: Accounts Receivable]]

File:Pay Invoice Screen.png

2022-12-20T22:03:41Z

Curtis:

File:Adj2payINV Web URL Rule.png

2022-12-20T21:55:51Z

Curtis:

File:ETEmplate - Rule Maintenance - TEST001 - Google Chrome (2).png

2022-12-20T21:54:41Z

Curtis:

File:Pay Invoice Email Template.png

2022-12-20T21:53:50Z

Curtis:

New Item Generator

2022-08-31T18:34:17Z

Curtis: /* Using the Item Generator Screen */

__NOTOC__
==Overview==

The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are referred to as a "Template" item that uses a "~" as a wildcard in the item code and in the description.

When generated, Adjutant will create new items based on the template items, replacing the ~ wildcard with the new color information, as well as copying over all item data from the template item, including weights, commodity codes, item categories and pricing groups. All attributes, BOMs configuration and department information will also be copied from the template item.

==Item Set Up==
The Item Master screen now has a "Template" checkbox that will be used for all template items. Template items are the base items that are used when generating new colors. All profiles and item types should have their own template. A ~ should be used as a wildcard placeholder in the item code and the description. The Template items should be set up with all settings and attributes that the corresponding item should have, including profile, configurations and BOM. For the BOM attribute, the raw material should also be a Template item as well.

[[File:Item_Tempaltes.png]]

The BOM screen should be set to use a Template item as a raw material, if the raw material will be using the new color.

[[File:Item_Template_BOM.png]]

==Item Template Groups==
On the Item Master screen, there is a new field called Item Template Group that is only visible when the "Template" checkbox is checked. This allows the user to group items together where the item generator can be used to only create certain lines of items in the new color. For instance if the new paint color only applies to a certain paint type, those items can be grouped together and used as a filter on the Item Generator screen.

[[File:Item_Template_Groups.png]]

[[File:Item_Group_Rule.png]]

==Using the Item Generator Screen==
The Item Generator screen consists of different filters on one side and the new color entry on the other. Users should fill out the portion of the Item Code that will replace the "~" on the template item, as well as the full written color that will replace the "~" of the description of the template item. A new profile color will need to be added to the Item Profile Color rule to show in the drop down.

The filters on the left hand side can be used to filter down only certain items to be created. For instance you can create only the template items for certain commodity codes, item names, warehouses or owners. The new Item Template Group filter will also only create items for the groups selected in the filter.

'''* Special Note - if you are using special groupings, you must make sure that the BOM materials will be created first or already have been created before making new items. Failure to do so will results in a non-valid BOM on the newly created items *'''

After you have entered the new color information and any filters, select "Preview Items" to see a list of the items that will be getting created. Once the item list is verified, select "Create Items" to make all the new color items.

During the copy, all item settings and attributes will copy over exactly from the template items.

[[File:ItemGen_Screen.png]]

[[Category:Item Control]]

New Item Generator

2022-08-31T18:33:49Z

Curtis:

__NOTOC__
==Overview==

The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are referred to as a "Template" item that uses a "~" as a wildcard in the item code and in the description.

When generated, Adjutant will create new items based on the template items, replacing the ~ wildcard with the new color information, as well as copying over all item data from the template item, including weights, commodity codes, item categories and pricing groups. All attributes, BOMs configuration and department information will also be copied from the template item.

==Item Set Up==
The Item Master screen now has a "Template" checkbox that will be used for all template items. Template items are the base items that are used when generating new colors. All profiles and item types should have their own template. A ~ should be used as a wildcard placeholder in the item code and the description. The Template items should be set up with all settings and attributes that the corresponding item should have, including profile, configurations and BOM. For the BOM attribute, the raw material should also be a Template item as well.

[[File:Item_Tempaltes.png]]

The BOM screen should be set to use a Template item as a raw material, if the raw material will be using the new color.

[[File:Item_Template_BOM.png]]

==Item Template Groups==
On the Item Master screen, there is a new field called Item Template Group that is only visible when the "Template" checkbox is checked. This allows the user to group items together where the item generator can be used to only create certain lines of items in the new color. For instance if the new paint color only applies to a certain paint type, those items can be grouped together and used as a filter on the Item Generator screen.

[[File:Item_Template_Groups.png]]

[[File:Item_Group_Rule.png]]

==Using the Item Generator Screen==
The Item Generator screen consists of different filters on one side and the new color entry on the other. Users should fill out the portion of the Item Code that will replace the "~" on the template item, as well as the full written color that will replace the "~" of the description of the template item. A new profile color will need to be added to the Item Profile Color rule to show in the drop down.

The filters on the left hand side can be used to filter down only certain items to be created. For instance you can create only the template items for certain commodity codes, item names, warehouses or owners. The new Item Template Group filter will also only create items for the groups selected in the filter.

*** Special Note - if you are using special groupings, you must make sure that the BOM materials will be created first or already have been created before making new items. Failure to do so will results in a non-valid BOM on the newly created items ***

After you have entered the new color information and any filters, select "Preview Items" to see a list of the items that will be getting created. Once the item list is verified, select "Create Items" to make all the new color items.

During the copy, all item settings and attributes will copy over exactly from the template items.

[[File:ItemGen_Screen.png]]

[[Category:Item Control]]

File:Item Template Groups.png

2022-08-31T18:25:10Z

Curtis:

File:Item Group Rule.png

2022-08-31T18:24:46Z

Curtis:

New Item Generator

2022-08-01T12:53:21Z

Curtis:

__NOTOC__
==Overview==

The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are referred to as a "Template" item that uses a "~" as a wildcard in the item code and in the description.

When generated, Adjutant will create new items based on the template items, replacing the ~ wildcard with the new color information, as well as copying over all item data from the template item, including weights, commodity codes, item categories and pricing groups. All attributes, BOMs configuration and department information will also be copied from the template item.

==Item Set Up==
The Item Master screen now has a "Template" checkbox that will be used for all template items. Template items are the base items that are used when generating new colors. All profiles and item types should have their own template. A ~ should be used as a wildcard placeholder in the item code and the description. The Template items should be set up with all settings and attributes that the corresponding item should have, including profile, configurations and BOM. For the BOM attribute, the raw material should also be a Template item as well.

[[File:Item_Tempaltes.png]]

The BOM screen should be set to use a Template item as a raw material, if the raw material will be using the new color.

[[File:Item_Template_BOM.png]]

==Using the Item Generator Screen==
The Item Generator screen consists of different filters on one side and the new color entry on the other. Users should fill out the portion of the Item Code that will replace the "~" on the template item, as well as the full written color that will replace the "~" of the description of the template item. A new profile color will need to be added to the Item Profile Color rule to show in the drop down.

The filters on the left hand side can be used to filter down only certain items to be created. For instance you can create only the template items for certain commodity codes, item names, warehouses or owners.

After you have entered the new color information and any filters, select "Preview Items" to see a list of the items that will be getting created. Once the item list is verified, select "Create Items" to make all the new color items.

During the copy, all item settings and attributes will copy over exactly from the template items.

[[File:ItemGen_Screen.png]]

[[Category:Item Control]]

Itemgen

2022-08-01T12:48:59Z

Curtis: Curtis moved page Itemgen to New Item Generator

#REDIRECT [[New Item Generator]]

New Item Generator

2022-08-01T12:48:58Z

Curtis: Curtis moved page Itemgen to New Item Generator

__NOTOC__
==Overview==

The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are referred to as a "Template" item that uses a "~" as a wildcard in the item code and in the description.

When generated, Adjutant will create new items based on the template items, replacing the ~ wildcard with the new color information, as well as copying over all item data from the template item, including weights, commodity codes, item categories and pricing groups. All attributes, BOMs configuration and department information will also be copied from the template item.

==Item Set Up==
The Item Master screen now has a "Template" checkbox that will be used for all template items. Template items are the base items that are used when generating new colors. All profiles and item types should have their own template. A ~ should be used as a wildcard placeholder in the item code and the description. The Template items should be set up with all settings and attributes that the corresponding item should have, including profile, configurations and BOM. For the BOM attribute, the raw material should also be a Template item as well.

[[File:Item_Tempaltes.png]]

The BOM screen should be set to use a Template item as a raw material, if the raw material will be using the new color.

[[File:Item_Template_BOM.png]]

==Using the Item Generator Screen==
The Item Generator screen consists of different filters on one side and the new color entry on the other. Users should fill out the portion of the Item Code that will replace the "~" on the template item, as well as the full written color that will replace the "~" of the description of the template item. A new profile color will need to be added to the Item Profile Color rule to show in the drop down.

The filters on the left hand side can be used to filter down only certain items to be created. For instance you can create only the template items for certain commodity codes, item names, warehouses or owners.

After you have entered the new color information and any filters, select "Preview Items" to see a list of the items that will be getting created. Once the item list is verified, select "Create Items" to make all the new color items.

[[File:ItemGen_Screen.png]]

[[Category:Item Control]]

New Item Generator

2022-08-01T12:47:11Z

Curtis:

__NOTOC__
==Overview==

The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are referred to as a "Template" item that uses a "~" as a wildcard in the item code and in the description.

When generated, Adjutant will create new items based on the template items, replacing the ~ wildcard with the new color information, as well as copying over all item data from the template item, including weights, commodity codes, item categories and pricing groups. All attributes, BOMs configuration and department information will also be copied from the template item.

==Item Set Up==
The Item Master screen now has a "Template" checkbox that will be used for all template items. Template items are the base items that are used when generating new colors. All profiles and item types should have their own template. A ~ should be used as a wildcard placeholder in the item code and the description. The Template items should be set up with all settings and attributes that the corresponding item should have, including profile, configurations and BOM. For the BOM attribute, the raw material should also be a Template item as well.

[[File:Item_Tempaltes.png]]

The BOM screen should be set to use a Template item as a raw material, if the raw material will be using the new color.

[[File:Item_Template_BOM.png]]

==Using the Item Generator Screen==
The Item Generator screen consists of different filters on one side and the new color entry on the other. Users should fill out the portion of the Item Code that will replace the "~" on the template item, as well as the full written color that will replace the "~" of the description of the template item. A new profile color will need to be added to the Item Profile Color rule to show in the drop down.

The filters on the left hand side can be used to filter down only certain items to be created. For instance you can create only the template items for certain commodity codes, item names, warehouses or owners.

After you have entered the new color information and any filters, select "Preview Items" to see a list of the items that will be getting created. Once the item list is verified, select "Create Items" to make all the new color items.

[[File:ItemGen_Screen.png]]

[[Category:Item Control]]

New Item Generator

2022-08-01T12:46:26Z

Curtis: /* Using the Item Generator Screen */

New Item Generator

2022-08-01T12:44:18Z

Curtis: /* Item Set Up */

New Item Generator

2022-08-01T12:43:18Z

Curtis: /* Using the Item Generator Screen */

New Item Generator

2022-07-28T20:12:06Z

Curtis: Created page with "__NOTOC__ ==Overview== The Item Generator screen allows users to mass create new items when a new color is added to the product line. The screen uses special items that are..."

File:ItemGen Screen.png

2022-07-28T20:11:25Z

Curtis:

File:Item Template BOM.png

2022-07-28T20:11:03Z

Curtis:

File:Item Tempaltes.png

2022-07-28T20:10:34Z

Curtis:

Inventorylabels

2022-07-26T13:14:25Z

Curtis: Curtis moved page Inventorylabels to Label Maintenance

#REDIRECT [[Label Maintenance]]

Label Maintenance

2022-07-26T13:14:24Z

Curtis: Curtis moved page Inventorylabels to Label Maintenance

===General Notes===

While the Inventory Quantity import can be used for lot controlled items, it should not be used for coil items. Follow the [Coil Import Guide] for detailed information on how to import coil items.

===Setup Tab===

===Print Config Tab===

===Editing a Template===
[[File:Label_Maintenance_Print_Config.png]]

===Adding a Logo to a Label===

One of the features of the Label Maintenance screen is the ability to add a logo to the label. IMG,X,Y,FILENAME is the template line format. X = x offset in inches, Y = y offset in inches. The filename is a .txt file.

The jpg logo image must be converted into a base64 image. This data can be generated from http://labelary.com/viewer.html. Copy the image data from after the GFA, value to just before the trailing ^FA tag and save into a .txt file.

Once created, the modified .txt file can be uploaded to the web server using the Upload Logo Image file.

[[Category:Wireless Warehouse]]
[[Category:Item Control]]
[[Category:Production]]
[[Category:Shipping]]

Label Maintenance

2022-07-26T13:13:28Z

Curtis: Created page with "===General Notes=== While the Inventory Quantity import can be used for lot controlled items, it should not be used for coil items. Follow the [Coil Import Guide] for detaile..."

File:Label Maintenance Print Config.png

2022-07-26T13:10:16Z

Curtis:

Projectgrid

2022-05-24T19:22:43Z

Curtis: Curtis moved page Projectgrid to Project Grid

#REDIRECT [[Project Grid]]

Project Grid

2022-05-24T19:22:42Z

Curtis: Curtis moved page Projectgrid to Project Grid

__NOTOC__

===General Information===

'''Default Menu Location''' Reports >> Project Control >> Project Grid

'''Function''' The Project Grid (MSNGRID) is a research tool for displaying project records that match your selection filters.

[[File:Project_Grid.png]]

===Fields / Filters===

'''Status Filter:''' The Status filter will be labeled 'All Status' buy default. Clicking the 'All Status' button will display a list of selectable project statuses. Select a status checkbox to include all projects that match that status. The 'A' button will default all statuses to checked. The 'N' button will uncheck all statuses.

'''Show Phases:''' When the Show Phases box is checked, the returned list will be a list of project phase records from the Project Phases tab. This filter also causes the date filters to filter against the Project Phase dates rather than the Project Master tab dates. Keep in mind that some data displayed in the results grid may appear to be duplicated when displaying phases.

'''Start Date:''' This date range filters against the Project Master start date (first date entry on the Project Master screen). When Show Phases is checked, this date range filters against the Project Phases start date.

'''End Date:''' This date range filters against the Project Master end date (second date entry on the Project Master screen). When Show Phases is checked, this date range filters against the Project Phases end date.

'''Complete Date:''' This date range filters against the Project Master complete date.

'''Filter Drop-Down:''' There are 3 options to select variables in each drop down to further filter the results using the available filters.

'''Filter Text Entry:''' This field works with the drop-down selection above to filter the project display results. Enter text that matches the first letters of your desired results, or use the % wildcard. FOr example, to display all projects with Johnny Frank as the salesperson, you can enter 'John' or '%Frank'.

'''Standard Task Filter:''' This filter is controlled by rule MSNGRIDTASK. The rule allows for a Standard Task code which defaults to no filter but may be used in the grid as a filter showing projects with the task assigned, projects with the assigned task open, and projects with the assigned task closed.

===Additional Features===

The XLS button at the bottom of the screen will allow exporting the current grid data into an excel file.

The Printer button at the bottom of the screen will allow printing the grid results in a report format.

Certain fields in the display grid, such as Project#, Project Name, and PO# are clickable links, meaning you can double-click the field to jump directly to that record.

Column headings can be rearranged by right-clicking and dragging the column heading to the desired spot on the display.

Displayed records can be re-sorted by double-clicking the desired sort column.

If your organization is using tasks, you can define additional columns that can display in the Project Grid using the MSNGRIDDEF Rule Maintenance setting. The custom task columns will show the status (active/completed) of a limited number of task codes that you define in the rule along with a custom column header description. See the Wiki entry for the MSNGRIDDEF rule for details on this setup.

===Security Tokens===

'''MSNGRID, EDIT:''' If checked, the user is able to edit data on the Project Grid that will update the project record. Editable columns are denoted by a red column header.

===Security/Screen Options===

[[Category:Project Management]]

Project Grid

2022-05-24T19:18:32Z

Curtis:

Project Grid

2022-05-24T19:15:20Z

Curtis: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Reports >> Project Control >> Project Grid '''Function''' The Project Grid (MSNGRID) is a research tool for..."

File:Project Grid.png

2022-05-24T19:14:49Z

Curtis:

Profile Width Two - PWIDTHTWO

2022-01-10T19:27:21Z

Curtis: Curtis moved page PWIDTHTWO to Profile Width Two

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHTWO.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

PWIDTHTWO

2022-01-10T19:27:21Z

Curtis: Curtis moved page PWIDTHTWO to Profile Width Two

#REDIRECT [[Profile Width Two]]

Profile Width Two - PWIDTHTWO

2022-01-10T19:27:07Z

Curtis: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''' Maintain >> System >> Rule Maintenance '''Function''' This rule allows users to define profile widths used..."

File:Rule-PWIDTHTWO.png

2022-01-10T19:26:53Z

Curtis:

Profile Width Three - PWIDTHREE Rule

2022-01-10T19:25:31Z

Curtis: Curtis moved page PWIDTHTHREE to Profile Width Three

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHTHREE.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

PWIDTHTHREE

2022-01-10T19:25:31Z

Curtis: Curtis moved page PWIDTHTHREE to Profile Width Three

#REDIRECT [[Profile Width Three]]

Profile Width Three - PWIDTHREE Rule

2022-01-10T19:25:13Z

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHTHREE.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

File:Rule-PWIDTHTHREE.png

2022-01-10T19:24:41Z

Curtis:

Profile Width One - PWIDTHONE Rule

2022-01-10T19:22:47Z

Curtis:

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHONE.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

PWIDTHONE

2022-01-10T19:22:34Z

Curtis: Curtis moved page PWIDTHONE to Profile Width One

#REDIRECT [[Profile Width One]]

Profile Width One - PWIDTHONE Rule

2022-01-10T19:22:33Z

Curtis: Curtis moved page PWIDTHONE to Profile Width One

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHONE.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

Profile Width One - PWIDTHONE Rule

2022-01-10T19:22:10Z

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile widths used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule-PWIDTHONE.png]]

===Rule Setup – Text Fields===

'''Width:''' Enter the profile width value (use ALL CAPS). Decimal values or Fraction values can be used. The value is technically a text field.

'''Description:''' Enter an alternate description for the width value

===Rule Setup – Number Fields===

'''Width ID:''' Assign a numerical ID for the profile width

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

File:Rule-PWIDTHONE.png

2022-01-10T19:21:43Z

Curtis:

Profile - PROFILE Rule

2022-01-10T18:27:43Z

Curtis: Curtis moved page PROFILE to Profile Rule

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define production profile names used in production scheduling and reporting.

[[File:Rule-PROFILE.png]]

===Rule Setup – Text Fields===

'''Profile Name:''' Enter the name of production profile

===Rule Setup – Number Fields===

'''Profile ID:''' Assign a numerical ID for the profile value

'''LBS Per Bundle:''' If you're using Connex integration, this will automatically split bundles based on the weight threshold you define here. (Item must have a CONNEX attribute and the CONNEXBUNDLE setup option must be active.)

'''PCS Per Bundle:''' If you're using Connex integration, this will automatically split bundles based on the number of pieces entered here. (Item must have a CONNEX attribute and the CONNEXBUNDLE setup option must be active.)

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

PROFILE

2022-01-10T18:27:43Z

Curtis: Curtis moved page PROFILE to Profile Rule

#REDIRECT [[Profile Rule]]

Profile - PROFILE Rule

2022-01-10T18:27:27Z

File:Rule-PROFILE.png

2022-01-10T18:26:46Z

Curtis:

Profile Materials Two - PMATTWO Rule

2022-01-10T18:24:31Z

Curtis: Curtis moved page PMATTWO to Profile Materials Two Rule

__NOTOC__
===General Information===

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

'''Function''' This rule allows users to define profile materials used in production labeling, reporting, and machine interfaces.

'''Special''' Refer to the Special Reflexes section below for additional information on how the numbered profile rules work.

[[File:Rule_-_PMATTWO.png]]

===Rule Setup – Text Fields===

'''Material:''' Enter the profile material name (use ALL CAPS)

'''Description:''' Enter an alternate description for the material

===Rule Setup – Number Fields===

'''Material ID:''' Assign a numerical ID for the profile material

===Rule Setup – Logic Fields===

'''There are no Logic fields in use.'''

===Profile Rules Special Reflexes===

Profile Rule Maintenance records with number designations in the rule name have special reflexes designed to handle custom lists per item type. The reflexes use specific keywords in the associated item description to match item types to certain rule numbers. The item description names and their associated rule numbers are listed below.

*ONE: All profile rules with ONE in the rule name are coded to match against the following keywords in the item description
**PANEL
**TRIM
**SSR (SSR uses the PWIDTHTHREE rule for width, but uses ONE for all others)

*TWO: All profile rules with TWO in the rule name are coded to match against the following keywords in the item description
**CEE
**ZEE
**EAVE STRUT
**PRESS BRAKE
**CHANNEL

*THREE: The only profile rule with THREE in the rule name is Profile Width Three (PWIDTHTHREE) and is matched against SSR in the item description.

If the associated item description has text that exactly matches any of the bulleted items above, the profile drop-down list will be limited to only rule entries from the corresponding numbered rule. For example, if editing the profile color details for an item with 'PRESS BRAKE' in the item description, only items from PCOLORTWO will show up in the drop-down as valid for 'PRESS BRAKE' items.

If the associated item description does not have any text that matches any of the bulleted items above, the drop-down list will include ALL of the entries from ONE and TWO (and THREE for the Width drop-down). For example, if editing the profile color details for an item with the description 'Generic Item', the drop-down for profile color will include ALL of the entries from PCOLORONE and PCOLORTWO.

This can mean that items with descriptions that do not fall exclusively into the keywords above can end up displaying duplicate values in the drop-downs if the same profile names appear in both the ONE and TWO versions of the rule. Selecting either of the duplicated displayed profile detail options is generally fine, since they are both valid options. It will not matter if the option is selected from the ONE or TWO rule record.

===Profile Naming Best Practices===

For consistency, and to avoid issues with conflicting details, you should always use ALL CAPS for the profile text1 values. There are several layers of coding to match the profile details and profile keys to various machine interfaces. Many of the third-party interfaces will generate errors or fail to validate details if they are not passed in ALL CAPS.

To avoid errors and possible data mismatch issues, we recommend using ALL CAPS for the profile rule details.

[[Category:Rule Maintenance]]
[[Category:Item Control]]
[[Category:Production]]

PMATTWO

2022-01-10T18:24:31Z

Curtis: Curtis moved page PMATTWO to Profile Materials Two Rule

#REDIRECT [[Profile Materials Two Rule]]

Profile Materials Two - PMATTWO Rule

2022-01-10T18:24:14Z

Curtis:

Profile Materials Two - PMATTWO Rule

2022-01-10T18:23:38Z