Use the Linked Document Types screens to set up types to identify linked documents. Linked Document Types Once you have set up the Linked Documents Types, you can link these to various records You can link documents to a record from the Actions menu on customers, products, vendors, contacts, quotes, orders, invoices, and POs Types […]
Category: Value Lists
Entering Groups Value Lists
Use the Groups screens to set up the groups your company would like to use to track and organize products. Product Groups Groups include Categories, and Categories include Sub-Categories Groups, categories, and sub-categories provide the organizing structure for products This same organizational structure is the basis on which products are indexed and presented in eCommerce […]
Entering DOT Codes Value Lists
The DOT Information screen lets you enter hazardous materials information as required by the US Department of Transportation (DOT). This information can be used on a bill of lading to provide the required shipping documents when transporting hazardous materials. DOT Codes After a DOT record is created it can be added to a product record […]
Entering Departments Value Lists
Use the Departments screens to set up the departments you would like to track. The department number follows a transaction all the way to the GL and can be used to establish department controls on purchasing and/or for splitting sales into particular groups. Departments When company budgets are calculated by department you can compare budgeted […]
Entering Delete Codes Value Lists
An optional configuration setting allows the tracking of the deletion of an entire Sales Order or the deletion of a single line item. The user must select a “Delete Code” to identify why the order or item has been removed. You can define delete codes to provide information about the reason behind the order change. […]
Entering Customer Types Value Lists
Customer types are used to group customers for the purposes of reporting. Many reports related to customers or to sales allow you to restrict the report to specific customer types. Customer Types Go to Settings > Value Lists > Other Value Lists (A-L) > Customer Types to see a list of customer types, edit a […]
Entering Credit Statuses Value Lists
The credit status codes assigned to a customer determine whether the customer will be allowed to place an order and under what conditions. Credit Statuses A credit status may block any order entry for customers assigned to that credit status An order can be restricted without a customer PO number, a deposit, signature, or full […]
Entering Countries Value Lists
Accolent ERP comes a standard list of countries already defined. You can use the Countries screen to add additional Countries for foreign customers and vendors. Countries Go to Settings > Value Lists > Other Value Lists (A to L) > Countries to see a list of countries, edit a country record, or create a new country Country […]
Entering Commission Types Value Lists
Use the Commission Types value list screens to set up the types of commission your company will use. Commission Types A commission type is assigned to each product Each salesperson can have a different commission rate for each commission type Go to Settings > Value Lists > Product Only Lists > Commission Types to see […]
Entering Categories Value Lists
Categories are used to help select and report on products. Use the Categories screens to set up the categories your company would like to track. Categories Categories belong to groups and are composed of sub-categories The product index for eCommerce modules is based on the hierarchy of group, category, and sub-category The category description will […]