Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Purpose of the Products Update Import Template The Products Import template is designed to update records for products that already exist in the Accolent ERP database. […]
Category: Initial Imports
Import Template Instructions – Email/Fax Defaults
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data CONTACT CODE Required Alphanumeric code identifying the Contact 2431 CONTACT TYPE Required Denotes Contact as a Customer […]
Going Live on Accolent ERP
When getting ready to go-live on Accolent ERP, there are several critical steps that must have been completed to ensure your launch is successful. These include (1) reviewing the pre-live testing spreadsheet that lists all the things that should have been tested and confirmed (2) completing the Incremental Import into the production database, (3) setting […]
Implementation Process for New Users
The Implementation process for new users switching to Accolent ERP consists of a number of sequential steps. It is very important that all the process steps be completed in sequence. The process starts with ADS Solutions creating customer’s pre-live Accolent ERP system. The pre-live Accolent ERP system will then be properly configured and set up, […]
Overview of Value Lists
Value Lists define the choices available in Accolent ERP for things like Product Categories, Customer Types, or Tax Jurisdictions. They are organized by usage. A set of Value Lists that is only available from Product records is found in the Product Only Lists menu arranged alphabetically. Other Value Lists are shared amongst Products, Customers, Prospects, […]
Import Template Instructions – Invoice Kits
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data INVOICE NO Required Enter the Kit Product Code that has been set up in the system […]
Import Template Instructions – Kit Configurations
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data KIT PRODUCT CODE Required Enter the Kit Product Code that has been set up in the system […]
Entering Data into CSV Templates
Accolent ERP provides a set of CSV data Import Templates that can be used to import your data. See the Using Data Imports wiki: https://help.accolent.net/using-data-imports/ for an overview of the process. Because the Import Templates are all CSV files, care must be taken when opening these in Excel in order to preserve leading zeros that […]
Import Template Instructions – Voucher GL Allocations
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data VOUCHER NO Required Enter existing Voucher No 1016458 VENDOR CODE Required Enter existing Vendor Code VA-346-203 GL […]
Import Template Instructions – AR Open Items
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data INVOICE NO Required 10 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) 1153-7 […]