Recent Updates

  • Updated on: Jun 27, 2022

    Download & Install AcctVantage ERP 2021

    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)

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    October 11, 2016:  AcctVantage 2017 is now available!  Contact AV Support to schedule your upgrade today!

     

  • Updated on: Jun 27, 2022

    AcctVantage ERP 2021 - 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: Jun 24, 2022

    Standard Custom Forms

    In this article you'll find a printed example for some of the common standard custom forms. Along with examples are links to download the installer for each custom form.

    Note before beginning: If there is an existing form in your system with the same title as the form you are loading, the system will overwrite the old form with the new one. The name of the AVF file you download IS NOT the same as the name of the form. To be certain that you don't delete a form accidentally, it's always a best practice to perform a database backup prior to installing any forms or reports.

    To install a custom form:

    1. Download the installer to your desktop (all custom form installers end with the extension AVF).
    2. Go to Administration ➤ Custom Forms.
    3. Open the Action Menu and choose Import Custom Form.
    4. Point to the installer that you downloaded in Step #1 and the form will be loaded.
  • Updated on: Jun 24, 2022

    Edit Shipment Parcel Contents

    Manual Sales
  • Updated on: Jun 21, 2022

    Add a company logo

  • Updated on: Jun 13, 2022

    Inventory Levels and Statistics

    Qty Reserve settings are activated or deactivated on the Inventory tab of the System Setup screen. Each setting is optional.

    Qty Reserve settings are used to allocate Inventory quantities to various pending transactions in AcctVantage’s Sales and Inventory modules. Effective use of these settings can be beneficial in managing sales fulfillment, back order management and general Inventory levels.

    On the Inventory tab of the Product record, you can see a detailed breakdown of the Inventory availability and values for the item.

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    • GL Inventory Code: The asset account that holds the value of the Inventory posted to the GL.
    • Value Posted: The dollar value for the stock of this item as of the last posting.
    • Value Real-Time: Posted value less the costs associated with units consumed on ready to post transactions.
    • Real Time Average Cost: Value Real Time divided by the Qty Real-Time On Hand.

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    • Qty Posted: The number of units in-stock as of the last posting session.
    • Qty In Non-Posted: Quantity that is actually received on PO’s, Credit Memos, and Warehouse Transfers that are available but not yet posted to the GL.
    • Qty Out Non-Posted: Quantity that will be consumed on transactions that are not yet posted. This quantity is most typically associated with Sales Orders that have been marked “Picked."
    • Qty Real-Time On Hand: This quantity is the expected number of units on the shelf at any given time. It is calculated at Qty Posted plus Qty In Non-Posted minus Qty Out Non-Posted.

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    • Qty Reserved Sales: This setting is used to allocate available Inventory to Pending Sales Orders. Any quantity in the Ship column of a saved Sales Order is reflected in this value. When the Order is marked Picked, the quantity is removed from here and becomes Qty Out Non-Posted.
    • Qty Reserved BO: This setting is used to allocate available Inventory to Open Backorders. When active, new Inventory received into stock will be immediately reserved to fill any open Backorders. When a Backorder is filled, the quantity becomes Qty Reserved Sales.
    • QTY Reserved Transfer: The setting is used to allocate available Inventory to Pending Warehouse Transfers. When the Warehouse Transfer is shipped the quantity is removed from this column and moves to Qty Out Non-Posted.
    • Qty Reserved Locked: The setting is used to allocate units that have been Locked for quality control, in-transit, cycle counting, etc. via the Lot Locking function.
    • Qty Reserved Data Entry: This setting is a catch-all for Pending Inventory transactions. For example, a Sales Order that is in the process of being entered, but not yet been saved, will reserve quantity for Data Entry. An Inventory Maintenance transaction that is in process but not saved will reserve for Data Entry. Once the transaction record is saved, quantities move out of Reserved Data Entry and into the appropriate category. This setting is key to AcctVantage’s Real-Time Inventory system, it ensures that one unit of Inventory is not allocated to more than one transaction.

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    • Qty Available: Qty Real-Time On Hand minus the sum of the Qty Reserves. This is the quantity available for Sales, Warehouse Transfers, etc.
    • Qty On Purchase Order: Reference only, this is the un-received quantity currently on Open or partially received PO’s. This quantity does not affect available Inventory.
    • Qty In Transit: Reference Only, this is the incoming quantity of goods marked as shipped on a Warehouse Transfer and destined for this Warehouse. This quantity does not affect available Inventory.

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    Notes about Inventory Statistics:

    • The time period [for Inventory Statistic calculations] is set in System Configuration. The setting is Stats: Time Period (see screenshot below) -- this is the number of months you want to include in the calculations.
    • There is also an option in System Configuration to exclude Warehouse Transfers from these calculations. The setting is Stats: Exclude Warehouse Transfers (see screenshot below). Make this setting True if you do not want Warehouse Transfers to be included in the calculations.

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    • Turns: First, the total usage for the time period is calculated (i.e. total qualifying draws). Then, the average daily quantity on hand is calculated. Finally, turns are calculated as Total Usage divided by Average Qty On Hand.
    • Months On Hand: This calculation is Qty Real-Time On Hand divided by Average Monthly Usage.
    • Average Monthly Usage: For a given time period, this calculation is Total Usage divided by the number of months in the time period.
      • Note: This calculation looks at full months only, so the number should be consistent from the 1st through end of month.
  • Updated on: Jun 13, 2022

    Create a Purchase Order

    Previous versions of AcctVantage did not allow for mixed Inventory and Non-Inventory line items on a single PO.  As of AV 2015.1.2.0 (March 2016), you may have any combination of Inventory and Non-Inventory type lines on a single PO.

    Follow these steps to create a basic Purchase Order.

    Manual Purchasing
  • Updated on: Jun 13, 2022

    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.