Recent Updates

  • 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 Downloads, Release Notes & System Requirements

  • 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 Downloads, Release Notes & System Requirements

  • 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

  • Updated on: Feb 02, 2023

    Mark (or unmark) a check as a 1099 payment. (old)

    This is a legacy article. These instructions do still work but they're only applicable for the old 1099 report. Please see the article for the new Vendor Payments Report, which automatically includes payments made using Alternate Payment Types.

    If you have the need to change the 1099 status of a check, this is how to do it:

    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    Print a 1099 report (old)

    This is a legacy article. These instructions do still work but this report will only include payments made via check. Please see the article for the new Vendor Payments Report, which includes payments made using Alternate Payment Types.

    IRS Form 1099 is not printed from AcctVantage. We do, however, facilitate the need for 1099 information by way of our 1099 Report. Here's how to run this report:

    Manual Accounts Payable / Purchasing

  • Updated on: Feb 02, 2023

    Deactivate a Product Class for a specific Warehouse

    Manual Inventory & Warehouse Management
    2017

  • Updated on: Feb 02, 2023

    Deactivate a Warehouse

    Manual Inventory & Warehouse Management
    2017