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 PRICE TIER CODE Required Integer value. When created manually, automatically assigns the next available number 6 PRICE […]
Category: Initial Imports
Import Template Instructions – Price Lists
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 PRICE LIST CODE Required Three digit numeric code 123 DESCRIPTION Required Up to 30 alphanumeric characters Major […]
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 – 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 LOCATION CODE Required Location codes can be in a variety of location formats: XXX XXX-XXX XXX-XXX-XXX XXX-XXX-XXX-XXX […]
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.) […]
Import Template Instructions – Inventory Avg Cost and QOH
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 JAF-1-234 WAREHOUSE CODE Required Up to 3 digit numeric code. […]
Import Template Instructions – Department 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 DEPARTMENT CODE Required Up to three digit code. 001 DESCRIPTION Required 30 character maximum. No spaces. Use […]