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 […]
Category: Future Orders
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 […]
Creating Recurring Orders
Accolent ERP allows users to create recurring orders. To create a recurring order, a user will first create the initial order, then specify the number of recurrences and the periodicity. The initial order will have a transaction number of the form nnnnR1 and will be created as a current Order. All subsequent recurrences of the […]
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 […]
Requested Date and Deliver Date
In addition to the transaction date on an order, Accolent ERP provides two other date fields that may be used to manage orders. The Requested Date field on the General tab of an order is a header-level field and applies to the whole order. In addition, on the Product tab of the order, each product […]
Inventory and Non-Inventory Products
Accolent ERP accommodates both Inventory and Non-Inventory products. Inventory products are goods held for sale. Non-Inventory products include items for internal consumption (e.g., Office Supplies) or items that may be billed to customers (e.g., Labor) but for which, costs are not tracked to orders. For an Inventory product, the quantity on hand and available to […]
Backdating Invoices
When an order is shipped and the invoice created, the revenue recognition process is deemed completed for US GAAP purposes. At this point, the revenue is recognized, the AR record created, the Average Cost assigned to the products on the order, the Average Cost table updated, the COGS computed, the inventory quantities reduced, and the […]
Making a Product Inactive
Accolent ERP allows for making old products Inactive. This might be needed, for example, for a product that has been replaced by a new product. The old product code will still show on historical invoices that the old product was sold on. However, going forward the old product code will be Inactive but may be […]