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.

There are several methods of connecting to your AcctVantage system remotely. These methods range from minimally complicated and inexpensive but sometimes slow, to complex and expensive, but much faster.

Virtual Private Network (VPN): VPN is typically accessible through your computer’s operating system, commonly incurring no extra cost. The exact steps for setting it up vary from one operating system to another. Search Google for “virtual private network” and the name of your operating system (e.g. Windows or Mac OS) to get the most appropriate step-by-step directions on setting this up. The disadvantage of using VPN to connect remotely is that it can be slow.

Remote One-to-One connection: Applications such as TeamViewer or LogMeIn enable a remote user to connect to a machine physically located on the home network. The user controls applications on the remote computer. The advantage this provides over using VPN alone is that all of the usual communication that takes place between the Server and Client is over the local network. The data which travels over the internet to the remotely connected user is merely screen images, which can be transmitted very quickly. The disadvantage is that for each user connecting remotely, a machine on the home network must be dedicated to their exclusive use. This can be an excessive use of hardware resources.

Remote Desktop Services (Windows) or Apple Remote Desktop (Mac): A function built into the operating system. A single machine running on the local network can serve multiple remote connections, depending on licensure. No data is transmitted, only images, so the speed is much faster. The advantage of using Remote Desktop over TeamViewer is that only one computer on the home network must be dedicated to the remote users.

Back to My Mac: This service is only available to Mac users who have an Apple ID. It uses iCloud to facilitate the remote connection and requires the same iCloud account to be used on both computers.

Third party hosted service: A 3rd-party vendor, such as Citrix can provide a hosted solution to enable many users in multiple locations to connect to a single AcctVantage Server seamlessly. This is the most expensive and complex solution, but may be most appropriate if there are large numbers of users in several different remote locations. Speed is similar to using Windows Remote Desktop.

☆ 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.

Access to AV Mobile features is controlled via the AcctVantageERP  > User Access Levels screen. Mobile and AV ERP Client permissions are the same...if the user has access to a function via AcctVantage Client, she also has access via a web enabled device.

The same user name and passwords are used for AV Client and Mobile.