For users that do not need complex pricing, Accolent ERP provides order entry price shortcuts based on Discount from List, Markup from Std Cost, Markup from Special Cost or Std Margin Target. Default values for each of these pricing methods can be entered in the System Configurations. Then when the price shortcut method is selected […]
Category: Back Orders
Adding New UOMs
Accolent ERP can accept any UOM (unit of measure). Every UOM that is used in the system has to be added once to the Dynamic Lookup screen. After it has been added to the Dynamic Lookup the system will recognize it as a valid UOM. Dynamic Lookup Go to Settings > Value Lists > Other […]
Re-sorting Lines on an Order or PO
Accolent ERP allows the user to enter lines on an order and then to assign a Sequence No to each line. The Sequence No allows for the lines on the order to be re-sorted on the screen and on the printed forms based on the assigned Sequence No. The Sequence No field is a decimal […]
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Creating Partial Shipments
Accolent ERP supports the creation of master orders delivered in multiple shipments. This is commonly used in construction projects where an order may be entered for the full project requirements, but goods are delivered in stages over the life of the project. To use this, enter the line items on the order with different desired […]
Sales Transaction Dates
Accolent ERP tracks multiple dates on sales transactions that are used for a variety of purposes in the system. Many dates are common to all sales transactions as they move through their workflow stages of quote à order à fulfillment à back order / invoice, while some are specific to the specific workflow stage. Most […]
Completing Orders in the Self-Service Portal
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 […]
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 […]
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 […]
Filling Ship-Complete Orders
Orders flagged as “Ship-Complete” will not be able to ship confirmed until all line items on the order can be filled. For Ship-Complete orders that have lines that cannot be filled, the whole order will be moved to back order. The lines that can be filled will have inventory allocated reducing Q-Avail to be sold […]