Accolent ERP supports Projects and percent of completion accounting typically used in construction and construction supply business models. A Project is linked to a customer and includes multiple orders. The Project can specify a start date, an end date, a current status, a fixed price agreed to with the customer for completion of the Project, […]
Category: Accolent ERP Basics
Using VAT Canada
Accolent ERP supports VAT for Canada (and other non-US jurisdictions). To use first go to the Configuration screen and enable VAT Canada, then setup the Canadian tax jurisdictions. Then set the voucher allocations on vendors to include the Provincial Sales Tax (PST) and the Canadian Goods & Services Tax (GST). Once done, all sales transactions […]
Audit Log Tracking of Entities/Fields
Accolent ERP has added the ability to track certain Entities/Fields to record the change type, when changed, the values before and after the change, and by which user. This can be used to monitor changes being made on an ongoing basis as well as for audit purposes. Currently, a limited number of fields are being […]
Printing and Downloading Accolent Reports
Accolent ERP reports are run from Reports Center and are delivered in a variety of formats. All reports may be printed on standard 8.5“ x 11” paper or exported in a variety of formats, including Excel to facilitate analysis. There are a number of settings that control how an export to Excel is delivered depending […]
Setting Up the Self-Service Portal
The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. The Self-Service Portal is a separate website that is linked to Accolent ERP and allows access to only those Customers and their End-Users that have been […]
Using Warehouse Discounts
Accolent ERP has a very comprehensive pricing system. One of the less frequently used pricing features is Warehouse discounts, which applies a discount level to a specific warehouse. To use Warehouse discounts, first set up the Warehouse Discount. Then once set up, the Warehouse Discount can be applied to a specific product, multiple products or […]
Accolent ERP System Configuration
Accolent ERP includes a number of Configurations which control the behavior of the system. To access this screen, go to Settings > System > System Configuration. The screen is grouped by Application Settings, System Settings and Third-Party Linkage. Application Settings control choices users can make about the configuration of the system. System Settings and Third-Party […]
Accolent ERP SaaS Contract Renewal FAQs
Accolent ERP is offered as a SaaS (software-as-a-service) ERP solution that runs in the ADS Cloud Platform. Access to Accolent ERP is governed by a SaaS Contract. The terms and conditions of the SaaS Contract can be found on ADS Solutions website. SaaS Contacts have an annual term, but multiple back-to-back SaaS Contracts may be […]
Comparing Accolent ERP SaaS Pricing to On-Premises Software Pricing
Accolent ERP is delivered as a software-as-a-service (SaaS) solution. This means you pay only one annual subscription fee which covers the use of the software, all upgrades and maintenance as well as the hosting. In contrast, with on-premises software solutions, you buy a perpetual license to use the software, purchase a server and then install […]
Moveable Resizable Pop Ups
Accolent ERP has enabled moveable, resizable pop-ups that open where the pop-up is called on the screen. These pop-ups can be pinned in place or moved and can be minimized, maximized or manually resized as needed. Open a Voucher Go to List Vouchers and select and open Voucher ZZ12317. Open a Pop-Up Click on the […]