AcctVantage ERP 2021 Series - Release Notes

In the release notes below, significant new features appear in bold type while CRITICAL CHANGES appear in red.

If you are upgrading from an older release (AV 2020 or prior):

  • AV 2021 requires a new key file --contact AcctVantage Support
  • All of the old format PagePro custom forms will be deleted upon upgrading to AV 2021. If you still have any custom forms that were not converted to the new hmReports format, they will need to be converted BEFORE upgrading to AV 2021.
  • Please note the new OS requirements:
    • MacOS 10.14.6 through MacOS 11.6.x
    • Windows 10, Windows Server 2012-2019

AV 2021.5.0 (01/13/22)

BigCommerce - Sales Order with more than 50 line items now supported.

Predefined Packages - In certain situations an error could occur when editing predefined packages.

Product - In certain situations opening a Product record would show an error.

Receipts - Receipts for non-Checking/Cash GL Accounts were showing up as 'Undeposited'.

Reports - The 'Budget Data Exchange' report was being created without a file extension.

Sales Document - In certain situations an error could occur when editing a kit on a Sales Order.

Sales Order - An error message would appear when entering the PO number field.

Scripts - Scheduled scripts that send emails could open a password request dialog on the server.

Web Integration - New System Configuration settings to control automatic web integration pausing.

Web Integrations - Changed menu label from 'Export to Web Integration' to 'Export to Web Store'.

Work Order - 'Locked' lots are no longer drawn from when creating a Work Orders.

AV 2021.4.0 (12/23/21)

Web Server - The web server would not recognize the webfolder location.

AV 2021.3.0 (12/21/21)

Batch Shipping - Label and Printer selection is remembered from previously entered values.

BigCommerce - In certain situations Client records could not be pushed up to BigCommerce.

BigCommerce - Manually entered tracking numbers were not getting uploaded to BigCommerce.

Purchase Order - Dragging rows to adjust line item order is now allowed and new line items can be inserted between existing rows.

Purchase Order - New system preference to control updating Product record when PO costs change.

SPS - New script hooks in the 940 and 945 document types.

Web Integrations - Changes in quantity reserve now trigger inventory level updates to Web Integrations.

AV 2021.2.0 (12/07/21)

Batch Shipping - In certain situations the 'Residential' address flag would not be set.

Batch Shipping - Predefined parcels are now an option.

Pick-Pack - The Pick-Pack window will now alert when a scanned item is not found on the current order.

Sales Order - In certain situations the Sales Order record would lose its changes when processing a payment.

SPS - 940 bug fixes.

Web Integrations - SPS: Bug fixes in 810, 855, 940, and 945 document types.

Web Integrations - BigCommerce: Order import now supports Add-ons.

Web Integrations - New ability to 'Pause' integrations added. Fixes to inventory conflicts between integrations and internal processes.

XML Import - The import result window was not being displayed when manually initiating imports..

AV 2021.1.8 (11/15/21)

Avatax - 'Warning' status now supported.

Batch Shipping - Non-Inventory line items are ignored when counting line items within a Sales Order.

Client Statements - Client Statements would not print from the AR Reports window.

Email - New script hook to allow custom email subjects for bulk emails.

Inventory - New Feature: Inventory Cycle Count to manage physical inventory counting at user-defined periods.

Purchase Order - New fields on [PurchaseOrderDetail] - 'Remain BOd UM' and 'Received2Date UM'.

Purchase Orders - New script hook to allow selection of which line items from a Sales Order are to be included when generating a PO.

SPS - Support for 940 and 945 document types added.

AV 2021.1.6 (10/22/21)

Administration - New feature to view the AV Server Administration Window from the Client connection.

AV Server Status - ID columns added to the Background Task and Web Integration tabs.

BigCommerce - New script hook to allow adjustments to inventory levels going upstream to BigCommerce.

Checks - Voided checks would still display as 'To Print' in the listview.

Client - Client Email field length extended to 80 characters.

General - Disable incorrect maintenance notification for Windows users.

GL Accounts - A dialog would incorrectly appear when the cursor was placed into the GL Account name field.

Purchase Order - In certain situations product sell price was not being recalculated correctly when updating Product costs from within a Purchase Order.

Quick Reports - Added progress meter when generating a quick report.

Sales Document - In certain situations some values could be cleared when opening a Sales Order.

System Setup - New field for a default logo.

Users - Removed unused 'In/Out' listview.

Vendor - The navigation buttons in the lower left of the vendor screen woud change tabs instead of moving to the next record.

AV 2021.1.5 (10/07/21)

WooCommerce - Fix missing zip code mapping.

AV 2021.1.4

Product - 'Track Reorder' renamed to 'Include in Inventory Shortages' on Product Global Replace screen.

Shipments/Parcels - New Feature: Parcel contents can now be declared during the shipment process.

Shipping - New Feature: Batch shipping for rapid creation of shipment labels for identical parcels.

SPS - Support for multiple trading partners. Document types 940 and 945 added.

Woo Commerce - New integration with Woo Commerce. Download orders, push up status updates, product lists, and inventory levels.

AV 2021.1.1 (08/31/21)

AvaTax field labels were getting clipped on the Client window.

Removed references to the unused field [Product]DefaultProductLocation.

BigCommerce - New script hook to allow modification of product fields going up to BigCommerce.

Check Printing - Check printing could proceed even if no check form was defined in system configuration.

Credit Memos - Unit of Measure can now be adjusted on unassociated credit memos.

Dialogs - The calendar area of the date selector popup window was not responding to input.

Email - Progress meter added when sending emailed Sales Documents from AcctVantage.

Inventory Maintenance - New System Configuration option to define unit cost source for inventory maintenance adds.

Inventory Shortages - Bug Fix: Inventory Shortages could not add to an existing PO when it needed to.

NACHA - Filler row format correction.

Record Locking - Add additional checks to make sure all records are unlocked when interacting with list views.

Sales Reports - 'Open Orders' report was incorrectly including voided orders.

Sales Reports - Some reports were requiring user access to the Pick-Pack window when it was not needed.

AV 2021.1.0 (07/20/21)

Products - Bin location was referencing a deprecated field in the Physical Inventory Export.

Products - The '.txt' file extension was missing from the Physical Inventory Export filename.

Purchase Order - New field: Purchase Order Number

  • PO ID will no longer be the exclusive unique identifier for Purchase Orders.
  • All relevant field labels (Purchase Order, Purchase Event, Voucher, etc) will reference Purchase Order Number rather than ID.
  • List View columns and reports will need to be manually changed to reference PO Number.

Reporting - Allow renaming of 'Worksheet 1' in Excel exports.

Sales Orders - New filters in the Sales Order listview for Web Integrations.

Server - In certain situations alerts were appearing in the server during order imports.

Startup - All users launching single user will see the 'Start Selected Services' dialog when logging in.

Web Integrations - Optimization of the Web Integrations Log tab on the AV Server Status window.

AV 2021.0.3 (06/25/21)

EasyPost - In certain situations EasyPost could overwrite freight charges on orders that were imported from external sources.

hmReports - Replaced plugin with new version due to crashing issue.

AV 2021.0.2 (06/16/21)

Custom Forms - Removed 'Erase hm Report' button from custom form detail view.

Email - Bug Fix: Office 365 email send failed under certain circumstances.

Import Wizard - In certain situations Product sell price would not be rounded correctly if the precision was more than 2 decimal places.

Reports - 'Sales: Detail by Product Class' report was not working in Windows.

Sales Document - The field [Sales_Document]Tax_Area_ID is no longer marked as 'invisible' and can be included on user-created reports.

System Configuration - Removed several system configuration options since recent MRP updates made them obsolete.

Work Order - Bug Fix: Exploding a work order with a serialized component was returning the component to the wrong inventory lot.

AV 2021.0.1 (06/07/21)

MRP - Automatic lead time calculations updated during once daily update.

MRP - Lead time can now be auto-calculated.

MRP - Auto-Calculation of MRP related fields such as min/max quantities, etc.

MRP - MRP related fields are now configured on the Product Inventory tab and can be changed with Global Replace.

MRP - Inventory Shortages will now generate Work Orders for assemblies added by the MRP system.

MRP Forecast - Client is no longer required for forecasts.

MRP Forecasts - New feature to import multiple forecasts.

MRP Items - New Action to mass set MRP item's status to 'Pending'.

Purchase Order - 'Auto Purchase Orders' has been renamed to 'Inventory Shortages'.

Purchase Order - PO decimal precision (cost) is not displayed correctly under some circumstances

System Configuration - 'Auto PO' settings have been renamed to 'Inventory Shortages'.

AV 2021.0.0 (04/27/21)

Requires new key file - contact AV Support

General - AcctVantage has been upgraded to run on 4D v18.

General - MacOS Big Sur 11.2.3 support added.