Accolent ERP allows for Bill-To and Ship-To customers. Every order specifies a Bill-To customer and a Ship-To customer – which may be the same as the Bill-To. If sales do not need to be tracked by the ship-to address, a separate Ship-To customer is not needed. If sales do need to be tracked by ship-to […]
Articles Tagged: 12.0.0.0
Using Zip2Tax for Tax Jurisdictions
Accolent ERP allows users to manually create tax jurisdictions and manually maintain these tax jurisdictions as tax rates change. As an alternative, to avoid the need to create or manage tax jurisdictions, users can purchase Zip2Tax spreadsheets for one or multiple US States and Canada on a one-time or monthly basis. These spreadsheets can be […]
Using Category GL Account Overrides
Accolent ERP Sales Journal GL postings typically use the standard GL Accounts specified on the Warehouse GL Defaults. Accolent ERP also allows product line GL Postings to be overridden by Category. In this case the GL Accounts used for postings of sales transactions and purchase order transactions will use the GL Accounts specified on the […]
Selling Goods Held on Consignment
Accolent ERP allows a distributor (“Consignee”) to receive goods on consignment from a consignment vendor (“Consignor”), hold them for sale and then to make consignment sales to customers. The Consignee receiving goods on consignment records the goods in the product master and in inventory, but these goods are carried at zero value reflecting the fact […]
Accolent ERP/Power BI Inventory Valuation Dashboard
The Accolent ERP Power BI Inventory Valuation Dashboard provides extensive inventory valuation data that is automatically refreshed from your Accolent ERP database daily. The Power BI Inventory Valuation shows inventory valuation by warehouse by month with date range and warehouse slicers. As of a valuation date, you can easily identify and rank top and bottom […]
Accolent ERP/Power BI Sales by Salesperson Dashboard
The Accolent ERP Power BI Sales by Salesperson Dashboard provides extensive sales data that is automatically refreshed from your Accolent ERP database daily. The Power BI Sales by Salesperson dashboard shows sales by salesperson by warehouse by month with a date range slicer. Over the date range, you can see sales by salespersons and can […]
Accolent ERP Integration with Power BI
Accolent ERP is integrated with Power BI, a Microsoft business intelligence and data visualization product that allows the creation of complex reports and dashboards. We have created several powerful Power BI dashboards that directly access your Accolent ERP data. These Power BI dashboards provide much deeper access to your business data than can be achieved […]
Accolent ERP Warehouse KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The warehouse dashboard shows for a particular warehouse, the (1) sales for the MTD compared to Last MTD, (2) total […]
Accolent ERP Sales Composition KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The sales composition dashboard shows the (1) Sales by Category for the MTD compared to YTD, (2) Sales by Product […]
Accolent ERP Sales & Profitability KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The sales & profitability dashboard shows the (1) sales for the MTD compared to the Last MTD, (2) profit for […]