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
VENDOR CODE Required Alphanumeric code, up to 20 characters. ABC0010
INVENTORY VENDOR Enter Y or N. Y
PO RECEIPT POSTING – DEBIT GL ACCT If Inventory Vendor is Y, enter existing GL Account for posting PO Receipt Debit. Repeat row for additional Debit GL Accounts 150-00 – Inventory
PO RECEIPT POSTING – DEBIT % ALLOCATION If Inventory Vendor is Y, enter percentage allocation to existing GL Account for posting PO Receipt Debit. Repeat row with % allocation for additional Debit GL Accounts 100
PO RECEIPT POSTING – CREDIT GL ACCT If Inventory Vendor is Y, enter existing GL Account for posting PO Receipt Credit. Repeat row for additional Credit GL Accounts 211-00 – Unconfirmed AP
PO RECEIPT POSTING – CREDIT % ALLOCATION If Inventory Vendor is Y, enter percentage allocation to existing GL Account for posting PO Receipt Credit. Repeat row with % allocation for additional Credit GL Accounts 100
VOUCHER POSTING – DEBIT GL ACCT Enter existing GL Account for posting Voucher Debit. Repeat row for additional Debit GL Accounts 211-00 – Unconfirmed AP
VOUCHER POSTING – DEBIT % ALLOCATION Enter percentage allocation to existing GL Account for posting Voucher Debit. Repeat row with % allocation for additional Debit GL Accounts 100
VOUCHER POSTING – CREDIT GL ACCT Enter existing GL Account for posting Voucher Credit. Repeat row for additional Credit GL Accounts 210-00 – Accounts Payable
VOUCHER POSTING – CREDIT % ALLOCATION Enter percentage allocation to existing GL Account for posting Voucher Credit. Repeat row with % allocation for additional Credit GL Accounts 100

 

 

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