Adjutant Wiki - User contributions [en]

Item is not Setup for...

2022-04-05T15:50:27Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

<pre style="color: red">
|To correct, change the Plant to one that can produce the item.
</pre>

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Setup Option===

*Find more detail on OHF Fields on the [http://www.abiscorp.com/faq/index.php?title=Item_Master Item Master] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

<pre style="color: red">
|'''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
</pre>

Item is not Setup for...

2022-04-05T15:47:22Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

<pre style="color: red">
|To correct, change the Plant to one that can produce the item.
</pre>

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

<pre style="color: red">
|'''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
</pre>

Item is not Setup for...

2022-04-05T15:46:35Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

<pre style="color: red">
|To correct, change the Plant to one that can produce the item.
</pre>

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:45:51Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
|If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:45:18Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:45:05Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
|To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:44:08Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
<blockquote>To correct, change the Ship Whse to one that can deliver the order.</blockquote>
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:43:02Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
<blockquote>To correct, change the Ship Whse to one that can deliver the order.</blockquote>
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:42:24Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
Text before
<blockquote>To correct, change the Ship Whse to one that can deliver the order.</blockquote>
Text after
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:41:34Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
Text before
<blockquote>Blockquote</To correct, change the Ship Whse to one that can deliver the order.>
Text after
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:40:45Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
Text before
<blockquote>Blockquote</blockquote> To correct, change the Ship Whse to one that can deliver the order.
Text after
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:39:20Z

DavidT:

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
<blockquote>Blockquote</blockquote> To correct, change the Ship Whse to one that can deliver the order.
</pre>

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

<pre style="color: red">
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Item is not Setup for...

2022-04-05T15:38:04Z

DavidT: Created page with "===Item Not Setup for Owner/HeldFor/Whse=== This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not avail..."

===Item Not Setup for Owner/HeldFor/Whse===

This notification occurs when the item you are trying to add to is not '''Held For''' the appropriate organization or is not available from the warehouse you selected.

<pre style="color: red">
<blockquote>Blockquote</blockquote> To correct, change the Ship Whse to one that can deliver the order.
}

To add the Warehouse to the Item, go to the '''OHF''' tab of the Item Master to add the correct Owner/Held For/Whse.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
</pre>

===Item Not Setup for Production in This Plant===

This notification occurs when the item you are trying to add is not produced in the Plant you have selected.

{s:blue
| text = To correct, change the Plant to one that can produce the item.
}

To add the Plant to the Item, go to the '''OHF''' tab of the Item Master and check the '''Produce in this Location''' box for the appropriate plant.

{s:blue
| text = If there is a warehouse already created, but it is not available to select on the Sales Order: Open the Warehouse screen and uncheck the "Distribution Warehouse" option.
}

===Setup Option===

*Find more detail on OHF Fields on the [^itemmaster|OHF Tab] Wiki page.

*There is a setup option called SOADDOHF that bypasses both of these warnings and automatically adds the OHF information you have selected on the SO.

{s:yellow
| text = '''You should only use this setup option if all of your items can be shipped from and produced in all of your locations.'''
}

Min max Report

2022-04-05T15:22:33Z

DavidT:

===General Description===

'''Default Menu Location''' Reports >> Item Control >> Min-Max Report

'''Screen Name''' MINMAXREPT

[[File:Min_max_report.png]]

'''Function'''Min-Max report screens allows users to see on-hand quantity, the location of merchandise stored.

===Fields/Filters===

'''Warehouse:''' Warehouse location or Warehouse codes

'''Class:''' Merchandise class

'''Beginning Item:''' Beginning item for the report

'''Ending Item:''' Ending item for the report

'''Commodity Code:''' The Commodity code

'''Vendor:''' Vendor name or code

'''Sort By:''' Preference to choose for the report

'''Include Only:''' Preference to choose for the report

'''Qty to Use:''' Preference to choose for the report

===FAQ===
'''Q:''' Why is an item not showing on this report.

'''A:''' This report ignores items with a MIN order quantity of zero.

Minmax

2022-04-05T15:21:11Z

DavidT: DavidT moved page Minmax to Min max Report

#REDIRECT [[Min max Report]]

Min max Report

2022-04-05T15:21:10Z

DavidT: DavidT moved page Minmax to Min max Report

{TOC}

===General Description===

'''Default Menu Location''' Reports >> Item Control >> Min-Max Report

'''Screen Name''' MINMAXREPT

[[File:Min_max_report.png]]

'''Function'''Min-Max report screens allows users to see on-hand quantity, the location of merchandise stored.

===Fields/Filters===

'''Warehouse:''' Warehouse location or Warehouse codes

'''Class:''' Merchandise class

'''Beginning Item:''' Beginning item for the report

'''Ending Item:''' Ending item for the report

'''Commodity Code:''' The Commodity code

'''Vendor:''' Vendor name or code

'''Sort By:''' Preference to choose for the report

'''Include Only:''' Preference to choose for the report

'''Qty to Use:''' Preference to choose for the report

===FAQ===
'''Q:''' Why is an item not showing on this report.

'''A:''' This report ignores items with a MIN order quantity of zero.

Min max Report

2022-04-05T15:20:41Z

DavidT: Created page with "{TOC} ===General Description=== '''Default Menu Location''' Reports >> Item Control >> Min-Max Report '''Screen Name''' MINMAXREPT File:Min_max_report.png '''Function..."

File:Min max report.png

2022-04-05T15:20:23Z

DavidT:

Excel BOM Import

2022-04-05T14:50:50Z

DavidT:

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]
<pre style="color: red">
*NOTE Do not enter any costs on this Sales Order (cost will come from the BOM Sales Order, which is discussed below)
</pre>

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[[File:MBS_to_excel_2.png]]

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

<pre style="color: red">
*NOTE The Excel file must be saved as a XLXS type.
</pre>

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

Excel BOM Import

2022-04-05T14:50:25Z

DavidT:

Excel BOM Import

2022-04-05T14:46:00Z

DavidT:

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[[File:MBS_to_excel_2.png]]

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

<pre style="color: red">
*NOTE The Excel file must be saved as a XLXS type.
</pre>

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

Excel BOM Import

2022-04-05T14:45:38Z

DavidT:

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[[File:MBS_to_excel_2.png]]

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

<pre style="color: yellow">
*NOTE The Excel file must be saved as a XLXS type.
</pre>

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

Excel BOM Import

2022-04-05T14:41:01Z

DavidT:

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[[File:MBS_to_excel_2.png]]

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

{s:yellow
| text = *NOTE The Excel file must be saved as a 5.0/95 Workbook (or earlier)
}

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

File:MBS to excel 2.png

2022-04-05T14:40:46Z

DavidT:

Excel BOM Import

2022-04-05T14:32:17Z

DavidT:

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[imageauto||{UP}/MBSbom2excel2.png]

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

{s:yellow
| text = *NOTE The Excel file must be saved as a 5.0/95 Workbook (or earlier)
}

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

MBS to Excel

2022-04-05T14:27:03Z

DavidT: DavidT moved page Mbstoexcel to MBS to Excel

==General Description==

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

'''Screen Name''' MBSGRID

[[File:MBS_to_excel.png]]

'''Function''' The BOM to Excel interface links an externally created BOM to a project in Adjutant then creates a standardized Excel spreadsheet. The spreadsheet can be edited before importing into Adjutant by using the [mbsgrid|Excel BOM Importer].

Mbstoexcel

2022-04-05T14:27:03Z

DavidT: DavidT moved page Mbstoexcel to MBS to Excel

#REDIRECT [[MBS to Excel]]

MBS to Excel

2022-04-05T14:26:40Z

DavidT: Created page with "==General Description== '''Default Menu Location''' Transaction >> Importers/Exporters >> MBS/QuestWare Integration >> BOM to Excel '''Screen Name''' MBSGRID File:MBS_to_..."

File:MBS to excel.png

2022-04-05T14:26:25Z

DavidT:

Mbsgrid

2022-04-05T14:22:43Z

DavidT: DavidT moved page Mbsgrid to Excel BOM Import

#REDIRECT [[Excel BOM Import]]

Excel BOM Import

2022-04-05T14:22:42Z

DavidT: DavidT moved page Mbsgrid to Excel BOM Import

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[imageauto||{UP}/MBSbom2excel2.png]

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

{s:yellow
| text = *NOTE The Excel file must be saved as a 5.0/95 Workbook (or earlier)
}

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

===RELATED VIDEOS===

'''MBS Match-Up'''

<iframe width="853" height="510" src="//www.youtube.com/embed/qM4nNGI8hoQ" frameborder="0" allowfullscreen></iframe>

Excel BOM Import

2022-04-05T14:17:48Z

DavidT: Created page with "===General Description=== '''Default Menu Location''' Transaction >> Importers/Exporters >> MBS/QuestWare Integration >> Excel BOM Import/BOM to Excel '''Screen Name''' MBSG..."

===General Description===

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

'''Screen Name''' MBSGRID

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

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

'''2.''' Create Sales Order from the Project screen for the building order by using the create SO button on the right side of the screen [[File:New_SO_button.png]] This sales order will have one line item. Line item will be "Metal Building" (additional line item with freight). Once added on the Sales Order, system will ask configuration questions for the building (sizes, footage, etc.)

[[File:MBS_NEW_SO.png]]

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

'''3.''' Open up the [http://www.abiscorp.com/faq/index.php?title=MBS_to_Excel BOM TO EXCEL] screen in Adjutant: '''TRANSACTION --> IMPORTERS/EXPORTERS --> MBS QUESTWARE INTEGRATION --> BOM TO EXCEL'''

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

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

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

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

[imageauto||{UP}/MBSbom2excel2.png]

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

{s:yellow
| text = *NOTE The Excel file must be saved as a 5.0/95 Workbook (or earlier)
}

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

[imageauto||{UP}/MBSBOMexport2.png]

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

[imageauto||{UP}/MBSMatchup2.png]

{s:yellow
| text = Both item code(Adjutant) and item description(Adjutant) are searchable.
}

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

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

{s:yellow
| text = *NOTE Adjutant will ask if user wishes to load pricing. Select 'NO' (prices will default to '0' on BOM order to eliminate possibility of 'double invoicing')
}

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

===RELATED VIDEOS===

'''MBS Match-Up'''

<iframe width="853" height="510" src="//www.youtube.com/embed/qM4nNGI8hoQ" frameborder="0" allowfullscreen></iframe>

File:MBS NEW SO.png

2022-04-05T14:02:26Z

DavidT:

File:New SO button.png

2022-04-05T13:56:04Z

DavidT:

Item Note import

2022-03-24T20:17:54Z

DavidT: DavidT moved page ITEMNOTE to Item Note import

===Default Menu Location===

'''Transaction >> Importers/Exporters >> Item Control >>Item Notes Import'''

===General Information===

Imports item notes for use as line notes in other application records, such as Quotes, Sales Orders, Invoices, Production Work Orders, and Purchase Orders.

===Notes===

There is a limit of 255 characters per Excel field that may limit the size of the note being imported. Excel will allow entry of more than 255 characters in a cell, but the spreadsheet will not save anything over 255 characters per cell.

The Adjutant note field does not have the same character limit, it is capable of handling much larger notes. You can manually add notes to the Item notes screen that exceed 255 characters.

The Item Notes Import replaces any existing notes upon import. It will not append, or add to existing notes. Importing a blank note value will delete the note.

[[File:Item_note_import.png]]

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

'''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.

'''Export Template:''' Generates a blank Item Notes Import template.

===Item Notes Import File Definitions===

Required fields are indicated with an *

Required fields are indicated with an *

'''*Item''' - Adjutant item number

'''Note''' - Item note detail. The note will retain the spacing and carriage returns from the Excel field. There is a 255 character limit per field in Excel. Spaces count as characters.

'''RFQ''' - Enter a 'Y' to copy the note detail to the RFQ Note (Quote) screen in Item Master.

'''SO''' - Enter a 'Y' to copy the note detail to the SO Note (Sales Order) screen in Item Master.

'''PWO''' - Enter a 'Y' to copy the note detail to the PWO Note (Production Work Order) screen in Item Master.

'''INV''' - Enter a 'Y' to copy the note detail to the Inv Note (Invoice) screen in Item Master.

'''PO''' - Enter a 'Y' to copy the note detail to the PO Note (Purchase Order) screen in Item Master.

ITEMNOTE

2022-03-24T20:17:54Z

DavidT: DavidT moved page ITEMNOTE to Item Note import

#REDIRECT [[Item Note import]]

Item Note import

2022-03-24T20:17:25Z

DavidT:

File:Item note import.png

2022-03-24T20:17:04Z

DavidT:

Item Note import

2022-03-24T20:15:14Z

DavidT: Created blank page

Item Master Import

2022-03-22T16:56:55Z

DavidT: DavidT moved page ITEMIMP to Item Master Import

===General Description===

'''Default Menu Location''' Transaction >> Importers/Exporters >> Item Control >> Item Master Import

'''Screen Name''' ITEMIMPORT

'''Function''' The Item Import screen allows you to import [[Item Master]] records into Adjutant.

[[File:Itemmaster_import.png]]

===Filters/Fields===

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

'''Export Template:''' Generates a blank Item Master 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.

'''Default Warehouse:''' Sets the warehouse location for any imported items where the WHSE column on the import file is left blank. This list is populated by Warehouse Control records that have been created.

'''Default Owner:''' Sets the inventory owner for any imported items where the OWNERID column on the import file is left blank. This list is populated with Organization records that have the Inventory Owner attribute.

'''Default HedlFor:''' Sets the inventory holder for any imported items where the HELDFOR column on the import file is left blank. This list is populated from the Item Held For Codes (HOLDER) Rule Maintenance record. If a catch-all code such as 'DEF' is used, make sure the HOLDER rule is set up properly.

{s:yellow
| text = These fields can be specified in the file as well. If they are specified in the file, then these fields will be ignored.
}

'''Create All Combinations:''' Selecting this box will create separate OHF (ITEMDET) records for each OHF combination based on the owners and held for records that have been set up.

'''Unit Group:''' Sets the unit group for any imported items where the UNITGRP column is left blank

'''Unit:''' Sets ALL unit values for any imported items where any unit-related column (PURUNIT, STKUNIT, SELLUNIT, etc) is left blank

'''Validate Units:''' Selecting this box will verify that all unit values on the import are valid defined units in the Unit of Measure (UNITS) rule, and that they are valid units for the selected Unit Group. For example, if FT is not defined as a valid unit in the IND Unit Group according to the rule, it will not pass verification.

'''Ignore Bad Vendnos:''' Selecting this box will import the VENDNO column data as-is, without verifying that the vendor number exists in Address Book.

'''Check for Inactive Items:''' Selecting this box will check all imported item numbers against existing item numbers that have been marked as inactive, and will reject the imported items if there is a match.

'''Select Attributes:''' Attributes selected during the import process will be applied to ALL imported items. Review and verify that the attributes are set correctly before each import. Correcting associated attributes can be a complicated process. Attributes show up in this list based on the 'Show on Import' (Logic2) field in the Item Attributes (ITEMATTRIB) Rule Maintenance record.

To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format.

===Import Template Fields===

Required fields are indicated with an * ; Required fields that can be auto-filled by the Import screen are indicated with **

'''*f1 - Item''' - Item number/code (20 character max, alphanumeric, no spaces allowed). The following special characters are allowed (. - + / _)

'''*f2 - Descrip''' - Item Description (99 alphanumeric character max)

'''**f3 - UnitGrp''' - Item Unit of Measure Group (examples are LENGTH, WEIGHT, TIME, IND). Must match a value in the UNITS rule.

'''**f4 - PurUnit''' - Item purchase unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f5 - StkUnit''' - Item stocking unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f6 - SellUnit''' - Item sell unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''*f7 - AvgCost''' - Item’s current average cost per stocking unit

'''*f8 - Price''' - Item’s price per pricing unit

'''**f9 - PriceUnit''' - Item’s pricing unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f10 - CostUnit''' - Item’s costing unit associated with the Standard Cost (STDCOST) value (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''*f11 - StkFlag''' - Y if the item is stocked in the warehouse, N if it is not (made to order items are not stocked)

'''f12 - SerialFlag''' - Y if the item is serialized, N if it is not (serialized items have a serial number for every quantity of 1)

'''f13 - LotFlag''' - Y if the item is lot controlled, N if it is not (all coils are lot controlled).

'''f14 - Vendno''' - The vendor code of the item’s default supplier

'''f15 - Vpartno''' - The default supplier’s item code

'''f16 - HeldFor''' - Item's Held For name from the HOLDER rule. This is generally only used in locations where inventory can be held for other entities. Generally, all items should be imported with the default HeldFor name from the HOLDER rule, unless given specific instructions to create multiple HeldFor records.

'''f17 - Whse''' - Enter the warehouse name (not the ID code) for the primary warehouse where these items are located/produced

'''f18 - Taxable''' - Y if the item is taxable, N if it is not

'''f19 - UnitW''' - The item’s unit weight per stocking unit

'''f20 - Cubes''' - Used in Warehouse Management System shipping calculations and forms (rare)

'''f21 - DecQty''' - The number of decimals that should be available when entering quantities of the item on a purchase or sales order (valid entries are 0-5)

'''f22 - MiscItem''' - Y if the item is miscellaneous, N if it is not

'''f23 - Resell''' - Y if you plan on selling this item, N if you do not. If this field is left blank, the item cannot be added to a sales order.

'''f24 - PackCode''' - Item Packing Code (accepts single character letters from A - T). Can be used to group items that should be packed together by this code. (rare)

'''f25 - ABCCode''' - Item ABC ranking code (accepts single character letters from A - Z). Can be used to manually assign ABC rankings to inventory items. The Item ABC Code Assignments screen can be used to automatically assign the ABC Code based on usage or value, once usage and on-hand quantity information is available. (rarely used during item import)

'''f26 - Pgroup''' - The item’s pricing group. Customer pricing may be broken into item pricing groups; e.g. customer XYZ gets 40% off PANELS, 50% off COLDFORM, and 30% off ACCESSORIES, for component
sales. Leaving this field blank can cause pricing issues if pricing is based on price group breakdowns.

'''f27 - ComCode''' - The item’s commodity code. Commodity codes are used in procurement and determine which suppliers can bid on which items. Commodity Codes can also be used as filters for certain inventory reports.

'''f28 - BaseCost''' - The item's base cost. This value can be useful if you are pricing your items using a cost-plus method.

'''f29 - ProdLine''' - This field is no longer used

'''*f30 - ItemCat''' - Item’s category for creating transaction categories. Item Categories are combined with Customer Categories to create a Transaction Category that is used to drive revenue and cost to the correct GL accounts. DEF should be entered for most items, unless a specific accounting model has been established based on item category. Review the revenue and cost accounting procedures carefully to determine the desired entries for each item . If left blank, the item record will not be usable until the category is filled in.

'''f31 - SqFt''' - The item's square footage per stocking unit

'''f32 - WarLen''' - If the item has an associated warranty length, enter it here (maximum 5 characters alphanumeric)

'''f33 - Produce''' - Y if the item is produced in the plant, N if the item is not produced

'''f34 - SearchCode''' - Custom text that can be used to generate a search screen for items with the same/similar search code value. For example, all items with the search code of 'Trim' will display in a search code display (by double-clicking on the item Search Code field), regardless of their item number or description. (maximum 35 characters, alphanumeric)

'''f35 - ProdGrp''' - Item’s product group. Enter one of the following in the column - '''M''' (Material), '''L''' (Labor), '''E''' (Equipment), '''X''' (Expense), or '''S''' (Subcontract). All items must be assigned to one of the 5 system-defined categories that drive revenue and cost accounting.

'''f36 - OwnerID''' - Item's inventory owner. This is generally only used in locations where inventory can be owned by other entities and the accounting needs to be kept separate. Generally, all items should be imported with the default OwnerID value, unless given specific instructions to create multiple Owner records, and multiple OHF combinations.

'''f37 - iClass''' - Custom text field available for further identifying item groups. Can be used on certain reports or custom reports. (maximum 10 characters, alphanumeric)

'''f38 - StdCost''' - Item’s standard cost per pricing unit

'''f39 - Coil''' - Y if the item is a coil. Coil items will automatically be assigned the Coil Receipts Default attribute. All coil items should also have the LotFlag column set to Y.

'''f40 - SingleIssue''' - Y if the item is the SingleIssue Item box should be checked in the Catch Weight attribute screen. This is only saved for catch-weight items (CW column set to Y).

'''f41 - CW''' - Y if the item is a catch-weight item. Catch-weight items will automatically be assigned the Catch Weight attribute.

'''f42 - OldItem''' - This field is no longer used

'''f43 - CWSPriceConv''' - Catch-Weight conversion factor between stock unit and pricing unit. (numeric, up to 5 digits)

'''f44 - CWSTKConv''' - Catch-Weight conversion factor between catch unit and stock unit. (numeric, up to 5 digits)

'''f45 - CWSellConv''' - Catch-Weight conversion factor between stock unit and selling unit. (numeric, up to 5 digits)

'''f46 - CWPurCon''' - Catch-Weight conversion factor between stock unit and purchase unit. (numeric, up to 5 digits)

'''f47 - CWUnit''' - Catch-Weight Unit

'''f48 - PackQty''' - Quantity to pack. (numeric, up to 5 digits)

'''f49 - AllOrder''' - Enter Y to set the Allocate at Order flag in Item Master

'''f50 - EDICode''' - Item's EDI code (alphanumeric, up to 10 digits, rare)

'''f51 - UPCCode''' - Item's UPC code (alphanumeric, up to 12 characters)

ITEMIMP

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DavidT: DavidT moved page ITEMIMP to Item Master Import

#REDIRECT [[Item Master Import]]

Item Master Import

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DavidT:

Item Master Import

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DavidT:

===General Description===

'''Default Menu Location''' Transaction >> Importers/Exporters >> Item Control >> Item Master Import

'''Screen Name''' ITEMIMPORT

'''Function''' The Item Import screen allows you to import [itemmaster|Item Master] records into Adjutant.

[[File:Itemmaster_import.png]]

===Filters/Fields===

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

'''Export Template:''' Generates a blank Item Master 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.

'''Default Warehouse:''' Sets the warehouse location for any imported items where the WHSE column on the import file is left blank. This list is populated by Warehouse Control records that have been created.

'''Default Owner:''' Sets the inventory owner for any imported items where the OWNERID column on the import file is left blank. This list is populated with Organization records that have the Inventory Owner attribute.

'''Default HedlFor:''' Sets the inventory holder for any imported items where the HELDFOR column on the import file is left blank. This list is populated from the Item Held For Codes (HOLDER) Rule Maintenance record. If a catch-all code such as 'DEF' is used, make sure the HOLDER rule is set up properly.

{s:yellow
| text = These fields can be specified in the file as well. If they are specified in the file, then these fields will be ignored.
}

'''Create All Combinations:''' Selecting this box will create separate OHF (ITEMDET) records for each OHF combination based on the owners and held for records that have been set up.

'''Unit Group:''' Sets the unit group for any imported items where the UNITGRP column is left blank

'''Unit:''' Sets ALL unit values for any imported items where any unit-related column (PURUNIT, STKUNIT, SELLUNIT, etc) is left blank

'''Validate Units:''' Selecting this box will verify that all unit values on the import are valid defined units in the Unit of Measure (UNITS) rule, and that they are valid units for the selected Unit Group. For example, if FT is not defined as a valid unit in the IND Unit Group according to the rule, it will not pass verification.

'''Ignore Bad Vendnos:''' Selecting this box will import the VENDNO column data as-is, without verifying that the vendor number exists in Address Book.

'''Check for Inactive Items:''' Selecting this box will check all imported item numbers against existing item numbers that have been marked as inactive, and will reject the imported items if there is a match.

'''Select Attributes:''' Attributes selected during the import process will be applied to ALL imported items. Review and verify that the attributes are set correctly before each import. Correcting associated attributes can be a complicated process. Attributes show up in this list based on the 'Show on Import' (Logic2) field in the Item Attributes (ITEMATTRIB) Rule Maintenance record.

To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format.

===Import Template Fields===

Required fields are indicated with an * ; Required fields that can be auto-filled by the Import screen are indicated with **

'''*f1 - Item''' - Item number/code (20 character max, alphanumeric, no spaces allowed). The following special characters are allowed (. - + / _)

'''*f2 - Descrip''' - Item Description (99 alphanumeric character max)

'''**f3 - UnitGrp''' - Item Unit of Measure Group (examples are LENGTH, WEIGHT, TIME, IND). Must match a value in the UNITS rule.

'''**f4 - PurUnit''' - Item purchase unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f5 - StkUnit''' - Item stocking unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f6 - SellUnit''' - Item sell unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''*f7 - AvgCost''' - Item’s current average cost per stocking unit

'''*f8 - Price''' - Item’s price per pricing unit

'''**f9 - PriceUnit''' - Item’s pricing unit (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''**f10 - CostUnit''' - Item’s costing unit associated with the Standard Cost (STDCOST) value (Unit values should match UNITS rule exactly, including capitalization, generally use ALL CAPS for units)

'''*f11 - StkFlag''' - Y if the item is stocked in the warehouse, N if it is not (made to order items are not stocked)

'''f12 - SerialFlag''' - Y if the item is serialized, N if it is not (serialized items have a serial number for every quantity of 1)

'''f13 - LotFlag''' - Y if the item is lot controlled, N if it is not (all coils are lot controlled).

'''f14 - Vendno''' - The vendor code of the item’s default supplier

'''f15 - Vpartno''' - The default supplier’s item code

'''f16 - HeldFor''' - Item's Held For name from the HOLDER rule. This is generally only used in locations where inventory can be held for other entities. Generally, all items should be imported with the default HeldFor name from the HOLDER rule, unless given specific instructions to create multiple HeldFor records.

'''f17 - Whse''' - Enter the warehouse name (not the ID code) for the primary warehouse where these items are located/produced

'''f18 - Taxable''' - Y if the item is taxable, N if it is not

'''f19 - UnitW''' - The item’s unit weight per stocking unit

'''f20 - Cubes''' - Used in Warehouse Management System shipping calculations and forms (rare)

'''f21 - DecQty''' - The number of decimals that should be available when entering quantities of the item on a purchase or sales order (valid entries are 0-5)

'''f22 - MiscItem''' - Y if the item is miscellaneous, N if it is not

'''f23 - Resell''' - Y if you plan on selling this item, N if you do not. If this field is left blank, the item cannot be added to a sales order.

'''f24 - PackCode''' - Item Packing Code (accepts single character letters from A - T). Can be used to group items that should be packed together by this code. (rare)

'''f25 - ABCCode''' - Item ABC ranking code (accepts single character letters from A - Z). Can be used to manually assign ABC rankings to inventory items. The Item ABC Code Assignments screen can be used to automatically assign the ABC Code based on usage or value, once usage and on-hand quantity information is available. (rarely used during item import)

'''f26 - Pgroup''' - The item’s pricing group. Customer pricing may be broken into item pricing groups; e.g. customer XYZ gets 40% off PANELS, 50% off COLDFORM, and 30% off ACCESSORIES, for component
sales. Leaving this field blank can cause pricing issues if pricing is based on price group breakdowns.

'''f27 - ComCode''' - The item’s commodity code. Commodity codes are used in procurement and determine which suppliers can bid on which items. Commodity Codes can also be used as filters for certain inventory reports.

'''f28 - BaseCost''' - The item's base cost. This value can be useful if you are pricing your items using a cost-plus method.

'''f29 - ProdLine''' - This field is no longer used

'''*f30 - ItemCat''' - Item’s category for creating transaction categories. Item Categories are combined with Customer Categories to create a Transaction Category that is used to drive revenue and cost to the correct GL accounts. DEF should be entered for most items, unless a specific accounting model has been established based on item category. Review the revenue and cost accounting procedures carefully to determine the desired entries for each item . If left blank, the item record will not be usable until the category is filled in.

'''f31 - SqFt''' - The item's square footage per stocking unit

'''f32 - WarLen''' - If the item has an associated warranty length, enter it here (maximum 5 characters alphanumeric)

'''f33 - Produce''' - Y if the item is produced in the plant, N if the item is not produced

'''f34 - SearchCode''' - Custom text that can be used to generate a search screen for items with the same/similar search code value. For example, all items with the search code of 'Trim' will display in a search code display (by double-clicking on the item Search Code field), regardless of their item number or description. (maximum 35 characters, alphanumeric)

'''f35 - ProdGrp''' - Item’s product group. Enter one of the following in the column - '''M''' (Material), '''L''' (Labor), '''E''' (Equipment), '''X''' (Expense), or '''S''' (Subcontract). All items must be assigned to one of the 5 system-defined categories that drive revenue and cost accounting.

'''f36 - OwnerID''' - Item's inventory owner. This is generally only used in locations where inventory can be owned by other entities and the accounting needs to be kept separate. Generally, all items should be imported with the default OwnerID value, unless given specific instructions to create multiple Owner records, and multiple OHF combinations.

'''f37 - iClass''' - Custom text field available for further identifying item groups. Can be used on certain reports or custom reports. (maximum 10 characters, alphanumeric)

'''f38 - StdCost''' - Item’s standard cost per pricing unit

'''f39 - Coil''' - Y if the item is a coil. Coil items will automatically be assigned the Coil Receipts Default attribute. All coil items should also have the LotFlag column set to Y.

'''f40 - SingleIssue''' - Y if the item is the SingleIssue Item box should be checked in the Catch Weight attribute screen. This is only saved for catch-weight items (CW column set to Y).

'''f41 - CW''' - Y if the item is a catch-weight item. Catch-weight items will automatically be assigned the Catch Weight attribute.

'''f42 - OldItem''' - This field is no longer used

'''f43 - CWSPriceConv''' - Catch-Weight conversion factor between stock unit and pricing unit. (numeric, up to 5 digits)

'''f44 - CWSTKConv''' - Catch-Weight conversion factor between catch unit and stock unit. (numeric, up to 5 digits)

'''f45 - CWSellConv''' - Catch-Weight conversion factor between stock unit and selling unit. (numeric, up to 5 digits)

'''f46 - CWPurCon''' - Catch-Weight conversion factor between stock unit and purchase unit. (numeric, up to 5 digits)

'''f47 - CWUnit''' - Catch-Weight Unit

'''f48 - PackQty''' - Quantity to pack. (numeric, up to 5 digits)

'''f49 - AllOrder''' - Enter Y to set the Allocate at Order flag in Item Master

'''f50 - EDICode''' - Item's EDI code (alphanumeric, up to 10 digits, rare)

'''f51 - UPCCode''' - Item's UPC code (alphanumeric, up to 12 characters)

File:Itemmaster import.png

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DavidT:

Item Master Import

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DavidT: Created blank page

Item List Price and Base Cost Update (Import)

2022-03-21T15:49:40Z

DavidT: DavidT moved page Costpriceimport to Item List Price and Base Cost Update (Import)

===General Information===

'''Default Menu Location''' Transaction >> Importers/Exporters >> Item Control >> Item Base Cost/List Price Price Update

'''Screen Name''' UPDATECP

'''Function''' The Item Base Cost/List Price Update is used to update Item Master price/cost fields, vendor quoted cost values, and can also be used to update Sales Order Configuration (SOC) controlling price/cost values.

The Base Cost/List Price Update has three functions:

'''Item Master cost/price update:''' The Base Cost, Standard Cost, and List Price fields on the Item Master Settings tab can be updated with the corresponding values from the import file.

'''C/V Part quoted cost update:''' With the '''UpVPart''' column flagged as 'Y', and the appropriate entries filled in, matched C/V Part data can be updated with new quoted cost values and dates. The UpVPart features can be used on the same import file along with the Item Master Settings updates.

'''SOC cost/price update:''' With the '''SOCUpdate''' column flagged as 'Y', the Base Cost and List Price fields will update any matching SOC controlling quantity questions with the new values. When the SOCUpdate column is 'Y', the update will only affect SOC values. It will not affect Item Master Settings or C/V Part details.

===Fields/Filters===

[[File:Item_cost-list_update.png]]

'''XLS File Name/Browse:''' Use the Browse button to locate and select the completed Base Cost/List Price import template file (in XLS format).

'''Export Template:''' Generates a blank Base Cost/List Price 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.

===File Definitions===

Required fields are indicated with an *

'''f1 - VendNo''' - Vendor number from the C/V Part tab to update quoted cost values. The UpVPart column must be flagged 'Y' to process quoted cost values.

'''f2 - VPartNo''' - Vendor part number, also known as Supplier part number. The entries in this field are used to match existing C/V Part records. Entries in this import will not update or replace existing entries. Below are some of the reflexes to understand when entering VPartNo values:
* If VPartNo is left blank, the import will match quoted cost updates based solely on the item and vendor combination
* If the VPartNo is invalid, or doesn't exactly match the entry in the C/V Part record, it will not update (even if the vendor value is correct)
* If the VendNo is blank on the import, the VPartNo can match multiple vendor records with the same vendor part number in the C/V Tab.

'''*f3 - Item''' - Item number to be updated

'''f4 - BaseCost''' - Item Master base cost value. If the line has the SOCUpdate flag set to 'Y', this value will only update the controlling quantity cost value in matched SOC setups.

'''f5 - ListPrice''' - Item Master list price value. If the line has the SOCUpdate flag set to 'Y', this value will only update the controlling quantity price value in matched SOC setups.

'''f6 - QuoteDate''' - Quoted Cost effective date for the C/V Part record. The UpVPart column must be flagged 'Y' to process quoted cost values.

'''f7 - QuoteExpDate''' - Quoted Cost expiration date for the C/V Part record. The UpVPart column must be flagged 'Y' to process quoted cost values.

'''f8 - SOCUpdate''' - Enter a 'Y' to process the base cost and list price values to the price and cost fields inside the SOC setup for the controlling quantity question. When SOCUpdate is 'Y', only the SOC values are updated.

'''f9 - StdCost''' - Item Master standard cost value.

'''f10 - QCost''' - Quoted Cost value for the C/V Part record. The UpVPart column must be flagged 'Y' to process quoted cost values.

'''f11 - UpVPart''' - Enter a 'Y' to process quoted cost details for the C/V Part record.

Costpriceimport

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DavidT: DavidT moved page Costpriceimport to Item List Price and Base Cost Update (Import)

#REDIRECT [[Item List Price and Base Cost Update (Import)]]

Item List Price and Base Cost Update (Import)

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DavidT:

File:Item cost-list update.png

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DavidT:

Item List Price and Base Cost Update (Import)

2022-03-21T15:48:21Z

DavidT: Created blank page