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 10 character maximum. No spaces. Use only standard ASCII characters (no *,/, etc.) 1016458 […]
Category: Value Lists
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 – Terms
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 ACTIVE Required Enter Y or N Y TERMS CODE Required Sequential numbering of terms code. 7 TERMS […]
Import Template Instructions – Salespersons Commissions
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 SALESPERSON CODE Required Existing salesperson code. Three digit alphanumeric code. 10 COMMISSION TYPE Required Existing commission type. […]
Import Template Instructions – GL Chart of Accounts
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 GL ACCOUNT CODE Required Enter GL Account number composed of digits and dashes 185-00 GL ACCOUNT DESCRIPTION […]
Import Template Instructions – Warehouses
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 WAREHOUSE CODE Required Three digit alphanumeric code 4 WAREHOUSE NAME Required Up to 30 alphanumeric characters ABC […]
Import Template Instructions – UOM List
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 UOM Required Alphanumeric character code. BOX DESCRIPTION Required Up to 30 characters. Box of 10 Ea ACTIVE […]
Import Template Instructions – Tax Jurisdictions
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 STATE Required Enter two character state code. CA TAX JURISDICTION Required Tax jurisdiction code LOS ANGELES COUNTY […]
Import Template Instructions – Tax Codes
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 TAX CODE Required Three character code. W DESCRIPTION Up to 25 character description. WHOLESALE (HAWAII) TAXABLE (Y/N) […]
Import Template Instructions – States
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 STATE CODE Required Two character state code AK STATE NAME Required State name ALASKA COUNTRY Country USA […]