Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Category: Purchase Orders
Using Lot Costing
Accolent ERP uses Average Cost (or FIFO cost if selected) throughout the system for non-Lot-controlled Products. However, whether the system is set to use Average Cost or FIFO cost, Lot-controlled products will always use Lot Costing. In Lot Costing, the system records the specific Lot Cost for every Lot when it is received in, then […]
Using CSI Codes
Accolent ERP supports the use of the CSI (Construction Specifications Institute) Codes, that are the most widely used cost classification system used in the construction industry. For example, CSI Code 08 11 20 MAT refers to Aluminum Doors and Frames-Materials. In Accolent ERP, a Category 081120MAT for Aluminum Doors & Frames-Materials can be set up […]
Average Cost Rules
Accolent ERP uses Average Cost as the method of accounting for all capitalized transaction costs for each inventory product. The Average Cost of a product reflects the cumulative cost of that product divided by the ending quantity of the product. Transactions that involve a product will update the product’s ending quantity and Average Cost, which […]
Maintaining Vendor Product Codes
Accolent ERP maintains cross references of item numbers used by Vendors (referred to as Vendor Product Codes) against the internal Product Codes used for these same items in Accolent ERP. Once recorded, Purchase Orders to that Vendor can be specified either using the Vendor Product Code or the corresponding internal Product Code, and both will […]
Email Integration with Outlook or Gmail
Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Creating a Special Order Starting from the PO
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 back order and […]
Adding a Product on-the-Fly
Accolent ERP allows for products to be added on-the-fly to an order. This might be necessary if, for example, while taking an order, the customer requests a product that is not stocked but is available as a special order from a vendor. The product can be looked up on the vendor’s website, made with very […]
Using Split Payments for Vouchers
Accolent ERP allows for a Vendor’s Invoice to be paid over time based on some scheduled payments plan agreed to with the Vendor. To use the split payments, enter the Voucher and then select split payments to break the Voucher into the agreed payments. This when saved will split the Voucher into multiple parts corresponding […]
Loading and Shipping of Incoming Containers
Accolent ERP supports multiple Package Types, including standard Containers and standard Pallet sizes. All Package Types are specified in the Package Type Value List. When loading incoming Containers or Pallets users can select lines from Open POs to be packed. The weights and cubes of the package contents selected will not be allowed to exceed […]