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: Transactions
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, […]
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 – Quote/Order/Back Order/Shipping Lines
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 TRANSACTION NO Required Enter existing Transaction No 15024 PRODUCT CODE Required Enter existing Product Code JA-2010-345 PRODUCT […]
Import Template Instructions – Quote/Order/Back Order/Shipping Headers
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 TRANSACTION TYPE Required Transaction type should be Q-Quote, O-Order, B-Back Order, S-Shipping O TRANSACTION NO Required 20 […]
Import Template Instructions – PO Lines
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 PO NO Required Enter existing PO No PO-2000 VENDOR PRODUCT CODE Enter the Vendor Product Code VA-234-456 […]
Import Template Instructions – PO Header
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 PO NO Required 20 character maximum – no spaces. Use only standard ASCII characters (no *, /, […]
Importing Manual Invoices from a CSV
Accolent ERP includes the ability to import and automatically create manual invoices from a CSV template. Manual invoices are invoices that have no line items and so do not affect inventory. Manual Invoices have a variety of uses. They can be used to adjust prior invoices, for example, to add installation charges, or to correct […]
Import Template Instructions – Invoice Headers
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 TRANSACTION NO Required 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) […]
Import Template Instructions – Invoice Lines
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 TRANSACTION NO Required 20 character maximum. No spaces. Use only standard ASCII characters (no *, /, etc.) […]