Accolent ERP includes comprehensive functionality for short-term equipment rentals. In accordance with FAS13 and US GAAP, Accolent ERP accounts for short term equipment rentals as operating leases in which the lessor retains legal and accounting ownership of the rental equipment. Rental items are treated as fixed assets on the lessor’s Balance Sheet and costs are […]
Category: Vendors
Recording Payroll Expenses
Accolent ERP works with any in-house or outsourced Payroll/HR system whether on-premises or in the Cloud. After processing the payroll for any pay period through the Payroll/HR system, enter the consolidated payroll into Accolent ERP as a Voucher. The Voucher can then be paid in Accolent ERP through a single manual check. The consolidated payroll […]
Special Order Costs
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. Unlike other inventory transactions that take the sales order cost from the Average Cost, special orders get the sales order cost directly from the linked PO. Typically, the default PO cost is set up on […]
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 […]
Recording a Vendor Refund
Accolent ERP offers several ways in which a vendor refund may be recorded. If the refund is in the form of a Credit Memo, then create a negative voucher for the amount of the refund and select the negative voucher together with other positive vouchers to reduce the amount paid to the vendor in the […]
Editing Voucher Discounts
Accolent ERP calculates discounts on Vouchers based on the Terms entered on the Vendor. Different Terms may be selected that will apply only to that Voucher and will not update the Vendor. In addition, Discount Amount and Discount Date may be directly edited on the Voucher irrespective of Terms. Once the Voucher is saved, the […]
Vendor Price Updates
Accolent ERP provides the ability to update vendor prices and certain other fields using a standard import CSV template. Typically, vendors will provide spreadsheets of products and updated costs and prices. Copy the vendor-provided spreadsheet with updated prices into the Accolent ERP CSV template and import to update prices and costs in the system. Purpose […]
AutoQuotes Import Example-Products
For Restaurant Supply distributors, Accolent ERP provides an easy linkage with AutoQuotes (“AQ”). Using AQ, distributors can create AQ Projects and then download these as pre-configured CSV files. These CSV files (“AQ Export CSVs”) can be zipped and then imported into Accolent ERP as orders. To create an order in Accolent ERP, first create the […]
Renaming User Choice Fields
Accolent ERP provides a number of User Choice fields on the master, sub-master and transactions records. These fields can be utilized to store in the database, as text formatted strings, any data the user wishes to track. In addition, specifically for the Customer, Vendor and Product records, the labels of these User Choice fields can […]