Recent Updates

  • Updated on: Apr 18, 2024

    Product Records

    This is an updated version of the previous article on creating a new Product record. There are a few minor changes related to Units of Measure in AV2015.

  • Updated on: Apr 15, 2024

    Print/Export an A/R Aging Report

  • Updated on: Apr 12, 2024

    Download & Install AcctVantage ERP 2023

    If you are currently using AcctVantage 2015 or older, you need to contact AV Support before installing AV 2017.

    There is no need for a new key file if you are already running AV 2017.0.x.x.  If you are upgrading from an older release, please contact Support to obtain your license key.

     

    ****AV 2017.0.0.3  December 19, 2016....If you are upgrading from a previous AV 2017 Version, you MUST also download and install the current AV 2017 Client on each user's computer****  It is unusual to require an AV Client side upgrade in the same series, but is necessary this time.

     

     

    Click this link to download the current AcctVantage 2017.

    Note that there are 4 installers -- AV Server Mac & Windows and AV Client Mac &

    Installation Instructions

    AcctVantage ERP Client Install Instructions (Mac OS)

    AcctVantage ERP Server Install Instructions (Mac OS)

    AcctVantage ERP Server Install Instructions (Windows)

  • Updated on: Apr 12, 2024

    AcctVantage ERP 2023 - Release Notes

    IMPORTANT NOTE: This version of AcctVantage is based on 4D v15. If you are currently running AV 2015 or a previous version (based on 4D v13 or earlier) you will need to obtain licenses for 4D v15 prior to beginning the process to update to this version.

  • Updated on: Apr 09, 2024

    Lock an Inventory Lot

    NEW FEATURE for AV 2015.1.1.2

    The Lot Locking feature allows users to "lock" specific Inventory Lots and remove those units from available inventory. For example, instead of setting up an "in transit" warehouse, you can receive inventory into the main warehouse, lock those units, and then release the lock when units arrive. Another example would be to lock the units associated with a Credit Memo until they've passed a QC inspection.

    • Locked Lots will not be displayed for either Sales Order Fulfillment or Warehouse Transfer Fulfillment. Inventory can not be drawn out of stock from a Locked Lot.
    • The History section of a Locked Lot will display: User/System, Date, Time, Username, Note/Reason.
    • The system also has the ability to lock a Lot. The system will lock a Lot only if the remaining quantity is smaller than the smallest Unit of Measure.
      • Typically this will only happen if:
        • (A) you are selling fractional units of your default Unit of Measure
        • AND
        • (B) your default UM is not the smallest UM that you sell
      • Example: Let's say we are in the business of selling footballs and the default UM is a Case (which contains 12 footballs). Whenever we issue a PO we are ordering by the Case and we keep track of our inventory by the Case but we have also defined an Each as 1 football. If you sell each unit on its own then you are only selling 0.0833̅ of a Case at a time (i.e. 1/12). After all 12 footballs are sold there will be 0.004 units left in the Lot. Obviously it's impossible to sell a fraction of a football, so a Lot containing less than the smallest UM will be locked by the system.
  • Updated on: Mar 28, 2024

    Email Configuration

    If you are using AcctVantage to email any documents (i.e Sales Documents, Purchasing Documents, Client Statements, etc.) you will need to set up the software to use this functionality.

    Notes:

    • There are 2 different methods that you can choose from on the Mac platform - SMTP or Mac Mail. These settings can either be applied globally (i.e. all Users) or for individual Users.
      • If using Windows, the only option available at this time is SMTP.
    • With the Mac Mail setting enabled there will be a copy of the message in the Sent folder of your Mac Mail application.
      • Also, the first signature found in the Mac Mail client preferences will automatically be attached to each outgoing message.
      • If you have multiple signatures saved here, you can move your preferred signature for AcctVantage to the top of the list by clicking and dragging it above the others.
    • A Correspondence record is created in AcctVantage using either method.
  • Updated on: Mar 25, 2024

    Void or refund a credit card transaction

  • Updated on: Mar 25, 2024

    AcctVantage ERP Glossary

  • Updated on: Mar 21, 2024

    BigCommerce - Integration Setup

  • Updated on: Mar 21, 2024

    Auto-build an Assembly

    You can enable AcctVantage to Auto-Build an Assembly item. When the item is added to a Sales Order (and there is insufficient stock to fill the sale) AcctVantage will create Inventory Maintenance records to produce the Assembly item (just like a Work Order normally does). The recipe components will be removed from stock, the Assembly will be added to stock and immediately allocated to the Sales Order. This all happens immediately during Sales Order entry. If there is insufficient quantity of the recipe components, the user will be given an alert.

    Note: This feature is not to be confused with the Auto Work Order feature. The Auto-build feature bypasses the Work Order and creates the Assembly on-the-fly (similar to a Kit...except there are no Inventory Maintenance records when a Kit is sold).