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 DELIVERY ROUTE CODE Required Enter valid existing Delivery Route Code. Delivery Route Codes are alphanumeric and can […]
Category: Initial Imports
Import Template Instructions – Delete 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 DELETE CODE Required Up to three digit code. 3 DESCRIPTION Required 30 character maximum. No spaces. Use […]
Import Template Instructions – Customers
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 CUSTOMER CODE Required Up to 20 alphanumeric characters. 25032016-1 CUSTOMER NAME Required 50 character maximum. Can include […]
Import Template Instructions – Customer/Vendor Product 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 CUSTOMER CODE / VENDOR CODE Required Enter existing Customer or Vendor Code 011 CUSTOMER OR VENDOR Required […]
Import Template Instructions – Customer Types
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 CUSTOMER TYPE CODE Required Three digit alphanumeric code. 145 DESCRIPTION Required 30 character maximum. No spaces. Use […]
Import Template Instructions – Credit Statuses
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 CREDIT STATUS CODE Required Three-digit code. An entry in this field is required. 101 DESCRIPTION Required Description […]
Import Template Instructions – Cost and Inventory Settings
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 – Commission Types
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 COMMISSION TYPE Required Three digit alphanumeric code. 1 COMMISSION DESCRIPTION Required Up to 30 character alphanumeric descriptiomn. […]
Import Template Instructions – Banks
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 BANK CODE Required Three digit code 100 NAME Required Up to 3o alphanumeric characters Wells Fargo LAST […]