Accolent ERP maintains cross references of item numbers used by Vendors (referred to as Vendor Product Codes) against the internal Product Codes used for these same items in Accolent ERP. Once recorded, Purchase Orders to that Vendor can be specified either using the Vendor Product Code or the corresponding internal Product Code, and both will […]
Articles Tagged: 12.0.0.0
Allocating Vouchers to Multiple Departments
Accolent ERP allows the allocation of Vendor Invoices, referred to as Vouchers, to multiple expense GL Accounts. A voucher can have multiple expense lines each of which may be allocated to its own department. Once all expense lines on the voucher are assigned to departments, the voucher can be posted. The GL posting of the […]
Receiving Inventory and Non-Inventory Items on the Same PO
Accolent ERP accomodates Non-Inventory products which are typically items for internal consumption (e.g., Office Supplies) or items that may be billed to customers (e.g., Labor) but for which, costs are not tracked to orders. Non-Inventory products have no ledger card and so are not tracked as to quantity and have no Average Cost. Non-Inventory items […]
Email Integration with Outlook or Gmail
Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Creating a Special Order Starting from the PO
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. The special order line item can be filled only from the linked PO which can be created automatically. When the linked sales order is moved to shipping, it is moved to a back order and […]
Adding a Product on-the-Fly
Accolent ERP allows for products to be added on-the-fly to an order. This might be necessary if, for example, while taking an order, the customer requests a product that is not stocked but is available as a special order from a vendor. The product can be looked up on the vendor’s website, made with very […]
Recording Costs of Labor
Accolent ERP allows for Labor to be billed to customers on orders. Typically, Labor does not need a specific product to be made. Labor can just be added to orders, and it creates Labor Income but no Labor costs are tracked to orders; instead Labor costs are treated as period expenses. However, there may be […]
Import Template Instructions – Product Updates
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 Update Import Template The Products Import template is designed to update records for products that already exist in the Accolent ERP database. […]
Selling to Foreign Currency Customers
Accolent ERP supports multi-currency through an API that delivers global FX Rates. Using the multi-currency module, an invoice can be created in foreign currency for a Customer. When the Invoice is created, Accounts Receivable/Sales will be debited/credited for the functional currency equivalent at that time. Subsequently when the Customer’s payment is received, Accounts Receivable will […]
Multi-Currency Overview and Setup
Accolent ERP supports multi-currency through an API that delivers global FX Rates. There are four important multi-currency setup steps: (1) Multi-currency is an optional module, and so must first be enabled, (2) Foreign Currencies and the functional currency then need to be set up, (3) Foreign Currency Vendors and Customers need be set up and […]