Purchase Orders – Page 4 – Accolent ERP Help Documentation

Sending Forms with Transmittal Emails

Accolent ERP allows transaction forms to be sent by email to the addressees set up in the Email/Fax Defaults for each form. The transmittal emails can use either standard email templates or be created as free-hand emails. Standard email templates can be created for each form type using the system variables shown under the lookup […]

Creating Checks for Multiple Warehouses

Accolent ERP allows vouchers for multiple warehouses to be paid with a single check. If there are multiple warehouses on a check, the amount of the check will be split between the warehouses. Create Vouchers Create voucher ZZ11636 for $120 for Vendor Staples for Warehouse 1. Create ZZ11637 for $260 for the same vendor for […]

Setting Up International Customers/Vendors

Accolent ERP allows international Customer/Vendor addresses. All of the Countries in the world have already been set up in the Countries Value list using the ISO2 standard nomenclature. To create an international address, first create the State/Province in the State/Province Value List and associate it with the Country. Then create a tax jurisdiction for the […]

Using Product Costs

Accolent ERP records up to four different costs for each product in each warehouse. The four product costs are referred to as: Standard Cost, Alternate Cost, Special Cost and Average Cost and are used for different purposes. Standard Cost is typically used for recording the overhead-burdened business cost of a product. Alternate Cost is typically […]

Deleting Vouchers

Accolent ERP allows vouchers that have been created, but not yet paid, to be deleted. Unpaid vouchers can always be adjusted using Voucher Adjustments. In some cases, it may be easier to delete and recreate an unpaid voucher to correct errors or to link to a different PO and/or PO Receipts rather than use a […]

Backdating Manual Checks

Accolent ERP allows for backdating manual checks, or computer checks. Create the manual check and specify which voucher or vouchers are to be paid by this check. The Check Date (which prints on the check) may be backdated, this is true for computer checks too. Note that the Check Date cannot be earlier than the […]

Using Manual Checks

Accolent ERP allows for the use of manual checks or computer checks. Manual checks can be used to pay existing Vouchers. First create Vouchers or select existing Vouchers to be paid, then create the Manual Check. Any available early payment discounts based on the date of the Manual Check, the date of the Vouchers being […]

WMS Line-by-Line PO Receiving

The Accolent WMS system allows for Receiving a PO that was previously entered into Accolent ERP. There is a system configuration that specifies whether PO quantity verification and put-away happen together or separately. The default is that both processes happen together. Upon delivery of the goods by the vendor, using the WMS system, the warehouse […]

Category: Purchase Orders