Accolent ERP requires a very specific sequence for the initial data import into the system. The Accolent ERP data imports cover four basic types of data: (1) Value Lists, (2) Sub-Master Records and Master Records (3) Contracts and (4) Transactions. In the initial loading of data, the different data types must generally be imported in […]
Category: Utilities
Using Data Imports
Accolent ERP provides a set of CSV data Import Templates that can be used for the initial loading of your data. Some of these Import Templates may also be used for importing data while in live operation. See this wiki for which Import Templates can be used for which type of operation: Sequence of Intial […]
Import Template Instructions – Vendors
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 VENDOR CODE Required Alphanumeric, up to 40 characters. ABC0010 VENDOR NAME Required Alphanumeric, up to 150 characters. […]
Import Template Instructions – Vendors 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 VENDOR CODE Required Alphanumeric code, up to 20 characters. ABC0010 INVENTORY VENDOR Enter Y or N. Y […]
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 – Products
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. Purpose of the Products Import Template The Products Import template is designed to upload new products into the Accolent ERP database. Using the Products Import template, […]
Import Template Instructions – Product UOM
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 valid Product Code. Enter 20 character maximum. No spaces. Use only standard ASCII […]
Import Template Instructions – Product 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 PRODUCT CODE Required Enter existing Product Code JA-1234-300 WAREHOUSE CODE Required Enter the warehouse code 133 […]
Import Template Instructions – Lots
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 LOT NO Required Enter Lot No. Accepts up to 15 alphanumeric characters. No spaces. Use only standard […]