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: Reports
Importing GL Adjustments
Accolent ERP allows Standard GL Adjustments to be entered into a CSV and imported into the system. Once imported the GL Adjustment entries will be posted to the General Ledger. This import capability has particular applicability to GL Adjustments that are made each month (e.g., recording depreciation). The GL Adjustment import cannot be used for […]
Accolent ERP Accounting KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The accounting dashboard shows the (1) Accounts Receivable balance as of the date of the dashboard compared to the same […]
Accolent ERP Sales KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The sales dashboard shows the (1) number of invoices and sales for the current month compared to the same period […]
Printing and Downloading Accolent Reports
Accolent ERP reports are run from Reports Center and are delivered in a variety of formats. All reports may be printed on standard 8.5“ x 11” paper or exported in a variety of formats, including Excel to facilitate analysis. There are a number of settings that control how an export to Excel is delivered depending […]
Using Commission Agents
Accolent ERP requires each order to specify a Salesperson. The Salesperson can be associated with the customer, the territory or assigned on the order in a POS-type model. In addition, each order can also allow a Commission Agent. A Commission Agent is treated the same as a salesperson in the system but may have a […]
Using Preprinted Check Stock
Accolent ERP can work with any preprinted check stock. The Accolent ERP check form is editable and can be modified by end-users to move fields up or down, to change fonts, etc., to suit the preprinted check stock selected. Any Check Stock Will Work Any preprinted check stock from a recognized check printer should work. […]
Salesperson Commissions Based on Sales
Accolent ERP allows for sales commissions to be calculated based either on gross sales or on profit. This is a global setting and should be set up once upfront for the system. Commission Types can be set up and assigned to Products, and a commission Profit Matrix set up for each Salesperson. The Profit Matrix […]
Creating New Reports
Accolent ERP uses an embedded third-party Business Intelligence and Reporting solution to deliver reports across the system. Accolent ERP is delivered with multiple standard reports. Accolent ERP forms are special-purpose reports. All reports and forms may be viewed and edited directly from a web browser using HTML5 technology. This in-browser editing allows users to modify […]
Self-Service Portal Overview
The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]