Recent Updates

  • Updated on: Nov 15, 2019

    Bar Code Scanner: Hardware

    We are incredibly excited to bring bar code scanning to AcctVantage Mobile!

    All bar code enabled features require an AV Mobile license, an iOS device (iPod, iPhone, iPad) running the SwipeTrack browser from SwipeTrack Solutions and a Linea Pro 5/6 1D sled.  These scanners may be sourced from a number of different retailers.

    At this time (AV2017.0.0.3), this is the only supported bar code scanning device.

    Manual AcctVantage Mobile Articles
  • Updated on: Nov 08, 2019

    Quantity Reserve Settings (i.e. Inventory Levels) and Inventory 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.
    Manual Inventory & Warehouse Management
  • Updated on: Nov 07, 2019

    Download & Install AcctVantage ERP 2019

    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)

    Manual All Downloads, Installers & Release Notes
  • Updated on: Oct 22, 2019

    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.

    Manual Inventory & Warehouse Management
    2017 inventory product
  • Updated on: Oct 21, 2019

    AcctVantage ERP 2019 - System Requirements

    Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.

    AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software. However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.

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    Notes on Operating Systems:  

    • AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems.  
      • For Macintosh, certifications are done at the 10.x level, meaning that an AcctVantage version certified for 10.5 or earlier will not operate on a server or client running Mac OS 10.4.  
      • For Windows, the certification is done by major release version such as Windows XP or Windows 7.
    • We suggest turning OFF all Automatic Update programs that may update an Operating System version. The OS certification applies to both Server and Client machines.
    • Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.
    • AcctVantage operates on a Local Area Network (LAN) using TCP/IP protocols. If all users are on the same LAN, then dynamic IP address assignment is acceptable. It is recommended that all LAN connections be routed through switches rather than hubs and that “daisy-chaining” of switches and/or hubs be avoided.
    Manual All Downloads, Installers & Release Notes
    2019 minimum system requirements
  • Updated on: Sep 03, 2019

    Using Two AcctVantage Clients on One Computer

    Manual Administration
    acctvantage client av client multi company
  • Updated on: Aug 29, 2019

    EasyPost Integration Setup

    AcctVantage ERP can integrate with ReadyShipper by TrueShip.

    Manual Sales
    Fedex shipping UPS USPS
  • Updated on: Jul 22, 2019

    Cache Memory Settings

    The Cache memory contains application data recently requested by users. AcctVantage Server performs its own data caching to optimize performance.

    Manual Administration
  • Updated on: May 31, 2019

    Create a Debit Memo (i.e. return a Purchase to the Vendor)

    Debit Memos are used to return items to your Vendor. There are 2 types of Debit Memo, Associated and Unassociated.

    Associated Debit Memos (Step 2 below) are tied to an original Purchase Order and offers very tight control over the inventory Lots being returned and their value. Use this approach if Lot tracking is important in your operation.

    Unassociated Debit Memos (Step 3 below) are more flexible in allowing the user to determine the value of the returned items and to select (or ignore) Lot selection without regard to their original source PO. Use this process if Lot tracking is not important in your operation.

    Manual Purchasing
  • Updated on: May 10, 2019

    Products

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Part Number: This field is required when creating new records. It can also be used as a key when choosing the Update Existing Records option.
    • Product Name: This field is required when creating new records.
    • Product Class: This field is required when creating new records. It must match an existing Product Class.
      • Once a Product record is created, the Product Class can not be changed.
      • Navigate to Administration ➤ Product Classes and click Show All to find the Product Classes that you can use on your import file.
    • Default Type Override: This field is not required, however, if you don't designate a Product Type then all of the new records from the import file will be created as Inventory Products.
      • Once a Product record is created, the Product Type can not be changed.
      • If you want to import specific types of Products, you can do so by using one of these five Product types here:
        • Assembly
        • Freight
        • Inventory
        • Kit
        • Non-Inventory
    • ID: This field is not used for creating new Product records. It can be used as a key when choosing the Update Existing Records option.
    Manual Importing Data