Accolent ERP allows users to manually create tax jurisdictions and manually maintain these tax jurisdictions as tax rates change. As an alternative, to avoid the need to create or manage tax jurisdictions, users can purchase Zip2Tax spreadsheets for one or multiple US States and Canada on a one-time or monthly basis. These spreadsheets can be […]
Category: Value Lists
Packaging Type Value List
Accolent ERP allows users to create some standard Package Types commonly used for freight or shipping purposes. Once the Package Type value List is created, a default Package Type can be specified for the packing of outgoing orders or the default may be overriden and a new Package Type selected. Similarly, Package Types can be […]
Using Incoterms
Accolent ERP allows users to select from the 11 Incoterms® (International Commercial Terms), published by the International Chamber of Commerce and accepted by governments and legal authorities around the world. Using the Incoterms table, users can modify the standard incoterms to reflect other negotiated trade terms, if desired. Creating the Incoterms Table Go to Settings […]
Associating Products with Locations
Accolent ERP allows a product to be associated with one or more specific Locations. Based on the warehouse numbering plan first create Locations then, assign a product to its Locations. The Locations associated with that product will be shown on all pick tickets and PO put-away documents on which the product appears. Unless the product […]
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 […]
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, […]
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 […]