Recent Updates

  • Updated on: Feb 02, 2023

    How do I use the Free Freight Threshold feature?

    The Free Freight feature is useful if you have a Vendor that agrees to waive your freight charges if your Purchase Order is issued for a certain value of goods.

    For example, your Vendor might agree to waive the freight charges if you purchase $2,000 worth of inventory from them. This feature will tell you how close you are to realizing the free freight for Vendors that allow this.

    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    Enter a Voucher using Foreign Currency

    *NEW feature for AV 2015*

    This article illustrates a few of the differences in the Voucher screen as it relates to using the Foreign Currency (FC) feature. You now have the option to enter the Voucher amounts stated in either USD or a Foreign Currency (if you have FC's defined in the system.)

    • If you enter the amounts using a FC, the amounts in USD are still calculated and carried on the Voucher based on the Exchange Rate.
    • If you enter the amounts using USD and you have selected a FC, the FC amounts will automatically be calculated.
    • If you enter the amounts using USD and you do not have a FC selected, then FC will not be calculated.
    • General Ledger entries [that will be created when the Voucher is posted] will always be stated in USD regardless of whether or not a FC was used.

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    For the standard Voucher process see this article.

    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    I tried to open a list view in AcctVantage but I saw an Order By window instead. How do I fix this?

    There could be an occasion where you will attempt to open a list view in AV and instead of the window immediately opening, you see an "Order By" dialog instead. This issue is happens because the list view window you are trying to open is set to be sorted on a column that is not sortable. Here's how to fix this issue:

    Manual Administration

  • Updated on: Feb 02, 2023

    Bill of Lading

    *NEW FEATURE for AV 2015*

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Reassign the Account Manager on a Sales Order

    Sometimes it might be necessary to change the Account Manager on a Sales Order that has already been posted. Luckily, we have just the feature to do this! Here is the how-to...

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    Add a sortable Check Amount field to the Check Reconcile list view.

    1. Navigate to Administration ➤ View Editor.
    2. Find the View Definition for Check - Default, Check Reconcile.
    3. In the Available Fields section, find the Amount_Signed field and drag it down into the Current View Definition section.
    4. You're mostly finished at this point but there are a couple other things you can do:
      • In the screenshot below, there is a "calculated" field right above the Amount_Signed field (Check_ALPCB_Amount). This can be removed since it is redundant and it also can't be sorted or totaled. To remove this field, highlight it and click the Remove Column button at the bottom of the window.
      • With the Amount_Signed field highlighted, click into the Footer column if you want to add a Sum for the column.
      • At the bottom of the window, there are 2 open fields for you to change the Column Title and Format. For the Format, I like my negative numbers wrapped in parenthesis rather than a minus sign prefix. To do that, copy/paste this code into the Format field and press tab: ###,###,##0.00;(###,###,##0.00)
      • Note: You can also do all of this same stuff to the View Definition for Check - Default (i.e. the Check Register).
    5. Click Done to save your changes and you're all set!
    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    Advance Orders

    AcctVantage version 2013.2.0.2 introduces a new feature to manage Advance Orders. This feature arose from the question of:

    What to do with Sales Orders that are taken well in advance of their Required Ship Date?

    You may not want to allocate inventory to fill those orders today when the order is months away from shipment. In prior versions of AcctVantage, you could enter an Order with "Qty to Ship = 0" to prevent tying up the stock. However, somebody would then need to be responsible for revisiting the Order and allocating stock in time to fill the order. This process made planning for purchasing or production difficult because the requirement is not tied to MRP system due to the “Qty to Ship = 0” necessity.

    With the Advance Orders / Quote Release feature, we’ve added tools to automate allocation of future orders at a prescribed date and ensure that the demand is made part of the inventory planning process.

    Quotes now have a checkbox for Auto-Release Order with an associated Release Date field. If the box is checked, AcctVantage will automatically convert the Quote to an Order on the Release Date and reserve available inventory (or trigger a backorder) as of that date. Also, a Sales Forecast will automatically be created for Auto-Release Quotes using the Required Ship Date so that the forecasted demand is a part of the MRP plan for purchasing or production.

    Manual Accounts Receivable / Sales

  • Updated on: Feb 02, 2023

    AcctVantage ERP 2008 - Release Notes

    AV Server Version 2008.1.3.0 was the final release in the AcctVantage ERP 2008 Series.

    Manual All Downloads, Installers & Release Notes

  • Updated on: Feb 02, 2023

    AcctVantage ERP 2009 - Release Notes

    AV Server Version 2009.3.0.8 was the final release in the AcctVantage ERP 2009 Series.

    Manual All Downloads, Installers & Release Notes

  • Updated on: Feb 02, 2023

    Restore the Snooze Times

    If you are seeing an error when you click to "Snooze" an assigned Task, you might need to reset the Snooze Times.

    Manual Administration