Accolent ERP uses an embedded third-party Business Intelligence and Reporting solution to deliver reports across the system. Accolent ERP forms are just 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 […]
Category: Reports Center
Back Order Reports
Accolent ERP creates Back Orders (BOs) for items that are ordered but not in stock and for special order situations. Special orders are sales orders and linked Purchase Orders (POs), when saved, the special orders are held as BOs until the POs are received. Accolent ERP has several useful BO Reports. Back Order Reports Go […]
Customer AR Balances
Accolent ERP provides the Customer’s open AR Balance in several different places throughout the system. Customer Record Go to the Customer screen – shows the Current AR Balance (as of today). Collections screen Go to Customer > Views > Collections – shows detail of Open (and Closed) Invoices (as of today) At the top right […]
Payment Receipt Acknowledgments
Accolent ERP allows for printing of a Payment Receipt Acknowledgement, if required, whenever a payment is taken. In some cases, the receipt can be printed directly from the transaction, but it can always be printed from the Payment Receipt Acknowledgement report 11075. Take Payment on an Immediate Invoice Take payment on Immediate Invoice I66409. Receive […]
Using Accolent ERP Reports
Accolent ERP uses an embedded third-party Business Intelligence and Reporting solution to deliver reports across the system. There are a very large number of standard Accolent ERP reports that are available in the system. Reports are all accessible from Reports Center or, in some cases, from specific menus. To find a report in Reports Center, […]
Adding Logos to Standard 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 […]