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, up to 40 characters. | ABC0010 |
| VENDOR NAME | Required | Alphanumeric, up to 150 characters. | ABC Manufacturing |
| ADDITIONAL REFERENCES | Leave a space between each word. | ||
| SHIPPING ADDRESS LINE 1 | Required | Shipping address line 1. | 7665 Redwood Blvd |
| SHIPPING ADDRESS LINE 2 | Shipping address line 2. | Suite 200 | |
| SHIPPING ADDRESS LINE 3 | Shipping address line 3. | ||
| SHIPPING ADDRESS LINE 4 | Shipping address line 4. | ||
| CITY | Required | City. | Novato |
| COUNTRY | Required | Country codes are standard alphabetic characters. | USA |
| STATE | Required | State codes are standard alphabetic characters. | CA |
| ZIP CODE | Required | Either use ZIP or ZIP+4. | 94945 |
| ACTIVE? | Required | Enter Y or N. | Y |
| INVENTORY VENDOR | Enter Y or N. | Y | |
| USER CHOICE 1 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 2 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 3 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 4 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 5 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 6 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 7 | Any additional data elements that aren’t otherwise stored. | ||
| USER CHOICE 8 | Any additional data elements that aren’t otherwise stored. | ||
| WAREHOUSE | Required | Warehouse for normal delivery from this vendor. | 123 |
| SHIP VIA | Required | Alphanumeric characters. | 123 |
| FREIGHT RATE | Enter freight rate as a percentage. | 15.00 | |
| REVIEW | No of days between POs for this vendor – used by EOQ system. | ||
| LAST REVIEWED | MM/DD/YY – used to hold the date of last EOQ review. | 3/13/2016 | |
| GROUP | Optional user-defined group no for grouping vendors for EOQ. | ||
| DISCOUNT TYPE | Discount by: C-Cubes; D-Dollars or W-Weight. | D | |
| BUYER CODE | Buyer code, alphanumeric characters | C01 | |
| LEAD TIME | Lead time in days. | 15 | |
| INCOTERMS CODE | Enter Incoterms Code already set up in value list. | COD2 | |
| ACCOUNT NO | Account with vendor. | S123094 | |
| TERMS | Required | Alphanumeric characters. | 238 |
| TAX ID | Record Vendor’s Federal Tax ID. | 28-786451 | |
| DEPARTMENT | Required | Department. | 001 |
| 1099? | Designates if a given vendor is 1099-able. Enter Y or N. | Y | |
| PAY NAME | If using separate billing address for vendor. | ||
| PAY-TO ADDRESS 1 | If using separate billing address for vendor. | ||
| PAY-TO ADDRESS 2 | If using separate billing address for vendor. | ||
| PAY-TO ADDRESS 3 | If using separate billing address for vendor. | ||
| PAY-TO ADDRESS 4 | If using separate billing address for vendor. | ||
| PAY-TO CITY | If using separate billing address for vendor. | ||
| PAY-TO COUNTRY | If using separate billing address for vendor. | ||
| PAY-TO STATE | If using separate billing address for vendor. | ||
| PAY-TO ZIP | If using separate billing address for vendor. | ||
| AP PHONE NO | If using separate billing phone for vendor. | ||
| AP CONTACT | If using separate pay contact for vendor. |