Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template.

Field Name Required Field? Field Data Instructions Sample Data
TRANSACTION NO Required 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) 100023
PRODUCT CODE Required Existing product code. 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) JA-2010-345
PRODUCT DESCRIPTION Enter Product Description. If this field is left blank, the Product Description on the Product Master record will be inserted into the record Safety harness – large
UOM Required Existing unit of measure (e.g., EA, CS, DZ, PKG) EA
QUANTITY Required Quantity on order 11.00
PRICE/UNIT Required Price per unit. Accepts up to 5 decimal places 27.50000
TOTAL TAX Required Total dollar value of tax charged on this line item 27.23000
TAXABLE? Required Taxable status of line item. Enter Y or N. Default is Y Y
DEPARTMENT CODE Required Existing department code. Up to 3 character alphanumeric A23
REQUIRE DATE Required date in US date format MM/DD/YY 42241
COMMENTS Enter invoice comments
STD COST Enter Standard Cost for Pricing UOM 15.00000
AVG COST Enter Average Cost for Pricing UOM 14.95820
ALT COST Enter Alternate Cost for Pricing UOM 14.50000
SPC COST Enter Special Cost for Pricing UOM 14.35000

 

 

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