Accolent ERP automatically creates an entry into a Temporary PO table that updates as each line item is entered onto a Purchase Order (PO). If for whatever reason the application is exited without saving the PO, the PO will be able to be recovered from the Temporary POs menu. The Temporary PO can just be […]
Category: Purchasing/Vendors
Pricing of Warehouse Transfers
Accolent ERP allows for internal Warehouse Transfers between warehouses. To initiate a Warehouse Transfer, the Receiving Warehouse creates a Warehouse Transfer Request (WTR). The WTR will initially be created based on the Alternate Cost of the Receiving Warehouse. When submitted, the WTR will automatically create a Warehouse Transfer Sales (WTS) order on the Sending Warehouse […]
Fax Set Up
Accolent ERP supports faxing through fax-by-email services. Given the declining use of faxing technology and the declining number of third-party fax servers available, fax-by-email technology is the most robust and cost-effective solution currently available. Faxing through a fax machine over a telephone line is not supported. Fax-by-Email Service In order to send faxes through Accolent […]
Understanding Inventory Tracking
Accolent ERP tracks inventory from the time it is placed on an order or back order through fulfillment to invoicing. The inventory moves through different categories so its status can be tracked. Inventory Quantity on Hand (Q-On Hand) is allocated to orders as soon as a line item is entered on an order, and then […]
Average Cost Calculations
Accolent ERP uses Average Cost throughout for purposes of maintaining Inventory balances and for calculating Cost of Goods Sold (COGS). If Landed Costs are entered upon PO Receiving, these are treated as direct costs of the product in accordance with GAAP and are included in Average Cost and capitalized into Inventory. The Average Cost calculations […]
Dealing with Defective Items
Accolent ERP allows for moving items to defective at any time. This could be required if, for example, a forklift operator bumped into some inventory items and most of the items are damaged, but some may still be serviceable. Defective items are completely written-off to an Inventory Adjustment expense. If at some later point these […]
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]
Using Landed Costs
Accolent ERP allows the recording of the Landed Costs associated with receipt of a Purchase Order. In accordance with GAAP direct costs of products, such as Landed Costs, must be spread over the products on the PO and capitalized into inventory to be amortized to expense through COGS. The Landed Cost screen allows the various […]
Creating Special Orders
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. The special order line item can be filled only from the linked PO which can be created automatically. When the linked sales order is moved to shipping, it is moved to a backorder and held […]
Entering Voucher Allocations
Accolent ERP allows for creating default GL Posting allocations for Vendors. For GL Posting purposes there are two types of vendors: Inventory Vendors and Non-Inventory Vendors, and each of these are posted to the General Ledger differently. Inventory Vendor transactions are posted through the PO Receipts Accounting Journal while Non-Inventory Vendor transactions are posted through […]