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 […]

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Admin 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, […]

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Trade Agreements

Definition, types, and hierarchy This functionality makes pricing and discounting, whether on sales orders or purchase orders, easy.  Trade Agreements are a way to represent contractual arrangements with customers or vendors regarding the price of goods and services. This document will illustrate some examples. First, for sales orders: Customer specific discount percentage Customer group discount […]

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Purchase Order – Receipts

Overview and Process To access the Receive PO function, click on the down arrow next to the Change Owner button: This screen will appear, which displays the purchase order lines to be received. There are many options on how to receive purchase order lines: Check the box next to “PURCHASE ORDER ID”,which will select all […]

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