Accolent ERP allows for the use of multi-factor authentication that will first verify the user’s login and password. If these credentials are recognized, the system will also check the IP address of the user against the IP address the user last logged on from. If the user’s login and password are accepted and the IP […]
Category: Accolent ERP Basics
Pre-Live Checklist
Accolent ERP is delivered in a pre-live environment to new customers. We will do an Initial Import of your data into the pre-live database. You should then complete the implementation process and use this checklist to ensure that you have completed all the key steps to go live. When you are ready to go live, […]
Importing/Entering GL Opening Balances
Prior to going live on Accolent ERP, you need to ensure that the Accolent ERP General Ledger balances and accounts are correctly initialized. This requires that you obtain the closing trial balances from your previous system and import these into Accolent ERP. There are several other settings that need to be properly entered. Closing Trial […]
Adding New UOMs
Accolent ERP can accept any UOM (unit of measure). Every UOM that is used in the system has to be added once to the Dynamic Lookup screen. After it has been added to the Dynamic Lookup the system will recognize it as a valid UOM. Dynamic Lookup Go to Settings > Value Lists > Other […]
Going Live on Accolent ERP
When getting ready to go-live on Accolent ERP, there are several critical steps that must have been completed to ensure your launch is successful. These include (1) reviewing the pre-live testing spreadsheet that lists all the things that should have been tested and confirmed (2) completing the Incremental Import into the production database, (3) setting […]
Implementation Process for New Users
The Implementation process for new users switching to Accolent ERP consists of a number of sequential steps. It is very important that all the process steps be completed in sequence. The process starts with ADS Solutions creating customer’s pre-live Accolent ERP system. The pre-live Accolent ERP system will then be properly configured and set up, […]
User Managed Backups
Accolent ERP automatically stores 30 days of database snapshots at all times. From these database snapshots, we can restore a user’s database as of any date in the preceding 30 days. In addition, Accolent ERP allows a user to create and keep additional backups beyond these 30 days of snapshots. All user created backups are […]
Setting Up Accolent ERP Cloud Printing
Accolent ERP is integrated with PrintNode, a third-party, enterprise-grade, Cloud Printing solution. We strongly recommend you use PrintNode to manage printing from Accolent ERP, which runs in the AWS Public Cloud, to your on-premises printers. At one time we also supported Google Cloud Print, but Google has since dropped support for Google Cloud Print. […]
Entering Data into CSV Templates
Accolent ERP provides a set of CSV data Import Templates that can be used to import your data. See the Using Data Imports wiki: https://help.accolent.net/using-data-imports/ for an overview of the process. Because the Import Templates are all CSV files, care must be taken when opening these in Excel in order to preserve leading zeros that […]
Implementation Process for Advantage Customers
The Implementation process for Advantage users switching to Accolent ERP consists of a number of sequential steps. It is very important that all the process steps be completed in sequence. The overall implementation plan broadly has 6 phases: (1) Initial Setup, (2) Data Conversion – Initial Import, (3) Training, (4) Testing, (5) Data Conversion – […]