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, […]
Category: Sub-Master Records
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 […]
Implementation Process for Advantage Customers
The Implementation process for Advantage 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 overall implementation plan broadly has 6 phases: (1) Initial Setup, (2) Data Conversion – Initial Import, (3) Training, (4) Testing, (5) Data Conversion – […]
Import Template Instructions – Product UOM
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 PRODUCT CODE Required Enter valid Product Code. Enter 20 character maximum. No spaces. Use only standard ASCII […]
Import Template Instructions – Product Locations
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 PRODUCT CODE Required Enter existing Product Code JA-1234-300 WAREHOUSE CODE Required Enter the warehouse code 133 […]
Import Template Instructions – Lots
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 LOT NO Required Enter Lot No. Accepts up to 15 alphanumeric characters. No spaces. Use only standard […]
Import Template Instructions – Kit Components
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 […]
Import Template Instructions – Serial Numbers
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 SERIAL NO Required 20 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) SR10035678 […]