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 […]
Category: Utilities
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 […]
Deleting the General Ledger Chart of Accounts
Accolent ERP is delivered with a standard General Ledger Chart of Accounts using a pre-defined format for the GL Account numbers. The standard delivered GL Chart of Accounts is a simple account structure that can easily be modified as needed to add or delete accounts and to configure how the accounts roll-up to the financial […]