Using Accolent ERP Agentic AI

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 […]

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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 […]

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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 […]

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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 […]

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Single Pick Ticket Form Master Views

Accolent ERP Report Writer uses SQL Views for all forms and reports. The use of SQL Views eliminates the need for end-users to: write SQL Queries or understand the Accolent ERP database schema or worry about table joins. For each editable form there is a single master view that includes all the fields available for […]

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PO Form Master Views

Accolent ERP Report Writer uses SQL Views for all forms and reports. The use of SQL Views eliminates the need for end-users to: write SQL Queries or understand the Accolent ERP database schema or worry about table joins. For each editable form there is a single master view that includes all the fields available for […]

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Invoice Form Master View

Accolent ERP Report Writer uses SQL Views for all forms and reports. The use of SQL Views eliminates the need for end-users to: write SQL Queries or understand the Accolent ERP database schema or worry about table joins. For each editable form there is a single master view that includes all the fields available for […]

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Commisions Report Master View

Accolent ERP Report Writer uses SQL Views for all reports. The use of SQL Views eliminates the need for end-users to: write SQL Queries or understand the Accolent ERP database schema or worry about table joins. Each functional area (e.g., Commissions) will have a single master report views that will include all fields available to […]

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Modifying Existing Reports

Accolent ERP includes an integrated Business Intelligence and reporting solution (“Report Writer”) that allows end-users to view and edit standard forms and reports directly from a web browser using HTML5 technology. This in-browser editing is an extremely powerful and versatile feature of the Report Writer. Using the Report Writer, end-users can edit and save their […]

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Using Accolent ERP Forms

Accolent ERP uses an embedded third-party Business Intelligence and Reporting solution to deliver reports across the system. Accolent ERP forms are special-purpose reports. Accolent ERP is delivered with multiple standard forms and variants. All reports and forms may be viewed and edited directly from a web browser using HTML5 technology. This in-browser editing allows users […]

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