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 […]
Category: Rentals
Setting Up Rental Products
Accolent ERP includes comprehensive functionality for short-term equipment rentals. In accordance with FAS13 and US GAAP, Accolent ERP accounts for short term equipment rentals as operating leases in which the lessor retains legal and accounting ownership of the rental equipment. Rental items are treated as fixed assets on the lessor’s Balance Sheet and costs are […]
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 […]
Integrated Payments: Creating Voids or Refunds
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. As part of the Accolent ERP integration with Fiserv, payment transactions may be voided or refunded to the credit card that was originally charged. If the original charged transaction has not yet been settled, the refund request will direct the user to […]
Using Integrated Payments
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges on credit card payments ensuring the lowest possible rate on every transaction. The Accolent ERP integrated payments allows for acceptance of payments through Fiserv for multiple payment methods: (i) […]
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 […]
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 […]
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 […]
Customer Billing Address
Accolent ERP stores a Shipping address for a Customer (whether a Bill-To Customer or a Ship-To Customer) as well as a Billing Address. If the Billing Address is blank, the Invoice form will use the Shipping Address. Note the Shipping Address and Billing Address should not be confused with Ship-To Customers and Bill-To Customers. Customer’s […]
Setting up Sales Tax
Accolent ERP calculates sales tax based on a tax table set up by the user. The user needs to create tax jurisdictions by State, specify nexus and, if desired, split the total tax rate for the tax jurisdiction into its State, County, City and Local components. The user also needs to specify whether to Tax […]