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. ABC Manufacturing
ADDITIONAL REFERENCES Leave a space between each word.
SHIPPING ADDRESS LINE 1 Required Shipping address line 1. 7665 Redwood Blvd
SHIPPING ADDRESS LINE 2 Shipping address line 2. Suite 200
SHIPPING ADDRESS LINE 3 Shipping address line 3.
SHIPPING ADDRESS LINE 4 Shipping address line 4.
CITY Required City. Novato
COUNTRY Required Country codes are standard alphabetic characters. USA
STATE Required State codes are standard alphabetic characters. CA
ZIP CODE Required Either use ZIP or ZIP+4. 94945
ACTIVE? Required Enter Y or N. Y
INVENTORY VENDOR Enter Y or N. Y
USER CHOICE 1 Any additional data elements that aren’t otherwise stored.
USER CHOICE 2 Any additional data elements that aren’t otherwise stored.
USER CHOICE 3 Any additional data elements that aren’t otherwise stored.
USER CHOICE 4 Any additional data elements that aren’t otherwise stored.
USER CHOICE 5 Any additional data elements that aren’t otherwise stored.
USER CHOICE 6 Any additional data elements that aren’t otherwise stored.
USER CHOICE 7 Any additional data elements that aren’t otherwise stored.
USER CHOICE 8 Any additional data elements that aren’t otherwise stored.
WAREHOUSE Required Warehouse for normal delivery from this vendor. 123
SHIP VIA Required Alphanumeric characters. 123
FREIGHT RATE Enter freight rate as a percentage. 15.00
REVIEW No of days between POs for this vendor – used by EOQ system.
LAST REVIEWED MM/DD/YY – used to hold the date of last EOQ review. 3/13/2016
GROUP Optional user-defined group no for grouping vendors for EOQ.
DISCOUNT TYPE Discount by: C-Cubes; D-Dollars or W-Weight. D
BUYER CODE Buyer code, alphanumeric characters C01
LEAD TIME Lead time in days. 15
INCOTERMS CODE Enter Incoterms Code already set up in value list. COD2
ACCOUNT NO Account with vendor. S123094
TERMS Required Alphanumeric characters. 238
TAX ID Record Vendor’s Federal  Tax ID. 28-786451
DEPARTMENT Required Department. 001
1099? Designates if a given vendor is 1099-able. Enter Y or N. Y
PAY NAME If using separate billing address for vendor.
PAY-TO ADDRESS 1 If using separate billing address for vendor.
PAY-TO ADDRESS 2 If using separate billing address for vendor.
PAY-TO ADDRESS 3 If using separate billing address for vendor.
PAY-TO ADDRESS 4 If using separate billing address for vendor.
PAY-TO CITY If using separate billing address for vendor.
PAY-TO COUNTRY If using separate billing address for vendor.
PAY-TO STATE If using separate billing address for vendor.
PAY-TO ZIP If using separate billing address for vendor.
AP PHONE NO If using separate billing phone for vendor.
AP CONTACT If using separate pay contact for vendor.

 

 

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