Overview This document will serve as an overview of the functionality available via Sales Orders (SO) to create a sales order. Definition: Sales Orders are records in Ascent that serve as a framework for selling and shipping material that is in inventory, as well as invoicing for that material. Sales order lines can be allocated, […]
Continue readingMore TagArchives: Ascent ERP
Opportunities and Quotes
Overview This document will serve as an overview of the functionality available via Opportunities and Quotes to create a sales order. The Opportunity object is a standard Salesforce object. Ascent uses that object and adds additional fields to it to make it work using Ascent objects; Opportunity Lines and Items. The Quote object and Quote […]
Continue readingMore TagAscent4Products
Summary: The Ascent4Products purpose is to sync the Ascent Items with legacy Salesforce Products. Many companies that are using Salesforce Products require an inventory control system, and this tool allows them to use Salesforce Opportunities and have them convert over to Ascent Sales Orders, through Ascent4Products’ synching capabilities between products and items. It should also […]
Continue readingMore TagAdmin Settings
Admin Settings Section Name Setting Name Field Type Object(s) Affected Description of Functionality Serialization Settings Prefix Alphanumeric Serial Number Tracker When you enter characters into this field, then all items that are serially controlled will have this prefix attached to it upon receiving a purchase order line or performing a production work order completion. However, […]
Continue readingMore Tag