Use the Bank Account record to set up the bank accounts your company would like to track, add deposits to, and use to pay checks. Bank Accounts You should associate a single general ledger (GL) account with each bank to track amounts in your financial statements The Bank Account record is also a resource for […]
Category: Value Lists
Cash on Delivery (COD) Orders
Accolent ERP allows a customer’s credit terms to be specified as COD, requiring that payment in full be made upon delivery. When an order with COD terms is shipped, full payment will be required to invoice the transaction. Similarly, when an immediate invoice is created for this customer full payment will be required to complete […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]
Adding or Updating Value Lists
Accolent ERP uses Value Lists to create sets of allowable values for various master and sub-master records. All Value Lists have their unique sets of information that must be created and set up before an allowable value from any particular Value List can be added to a master record. Viewing a Value List Select Settings […]
Setting up Location Codes
Accolent ERP allows creation of Location Codes to identify the different locations in your warehouses. Once you have mapped out your warehouse and created your Location Codes, you can assign Location Codes to your Products. Accolent ERP’s location numbering scheme is very flexible. Each Location Code consists of up to four components, corresponding to the […]
Using Synonyms
Accolent ERP uses synonyms as alternative product codes that can be used to search for or enter a product in order entry or PO entry. Synonyms can be short hand or common usage names that may be easier to remember than actual product codes. Synonyms are also used to associate product codes with barcodes. Synonyms […]