Recent Updates

  • Updated on: Feb 02, 2023

    Modify the Contents of a Kit on a Sales Order

    This article will show you how to swap out parts in a Kit's recipe after entering the Kit on a line item of a Sales Order.

    This allows you to make a change to the Kit's Recipe for this Order only while keeping the original Bill of Materials intact.

    Manual Accounts Receivable / Sales
    kit

  • Updated on: Feb 02, 2023

    Fulfill an Order from a specific Lot or Serial Number

    You can fill items on Sales Orders using specific Lot Numbers (non-Serialized Products) or Serial Numbers (Serialized Products only.)

    Notes:

    • Serial Numbers are tied to the Lot they were originally added to. In effect, when you Fulfill an Order using a specific Serial Number, you are also Fulfilling from the Lot that contains the specified Serial Number.
    • If no Lot Number is specified for Fulfillment, AcctVantage will automatically fill the Order from Lots on a First In, First Out basis. Serialized products require that you select a SN for fulfillment.
    Manual Accounts Receivable / Sales
    fulfillment lots serial numbers

  • Updated on: Feb 02, 2023

    Sales & Purchasing tab

    The System Setup: Sales & Purchasing window allows for customization of the Sales and Purchasing Modules.

    Manual Administration
    administration system setup

  • Updated on: Feb 02, 2023

    Edit the Shortcuts

    How to change the keyboard shortcuts associated with AcctVantage menu items.

    Note: shortcuts are universal - changing them will effect every system User.

    Manual Administration

  • Updated on: Feb 02, 2023

    Create a Quick Report (AV 2018 and prior)

    One of the most important tasks in data management is report generation. The Quick Report Editor is one of the tools used to design reports. You use the Quick Report Editor to create reports based on a selection of records. These can be ad-hoc reports intended only for one-time use or they can be save to be used perpetually.

    With Quick Reports you can:

    • Produce a list of records.
    • Create breaks and subtotal lines.
    • Compute calculations such as sums and averages.
    • Apply formatting such as fonts, font styles and borders.
    • Export the report as a file that can be imported into spreadsheet software such as Microsoft Excel®.

    The Quick Report Editor will produce a report from a current selection of records. Before you print a Quick Report, set the current selection to the list of records to be included in the report using one of the query methods described here. The following is an example of a Quick Report.

    Manual Custom Forms / Reports / Scripts
    quick report quick report editor report

  • Updated on: Feb 02, 2023

    Cross-references

    Cross-referencing is one of the most powerful tools in AcctVantage. Used throughout AcctVantage, it allows you to quickly search for a list of records in one window based on a selection of records in a related window. Cross-referencing can quickly become an indispensable part of your routine.

    For example, let’s say you are reviewing a Client record want to see all of the Sales entered for that Client. Simply highlight the Client record, in the Client List View, and then open the Sales Order List View. On the Sales Order screen, use the Cross-reference tool to find records related to the Client screen. The result will be a list of all Sales Orders for that Client!

    *See below for an illustration of this example.

    One last thing to note: If you highlight a record in the "From" window, the cross-reference in the "To" window will only display records based on that one selection. However, if nothing is highlighted in the "From" window, the cross-reference in the "To" window will assume everything in the "From" window is the current selection and will display corresponding records based on that.

    Manual AcctVantage ERP 101
    cross reference cross-reference

  • Updated on: Feb 02, 2023

    Power Searches

    If the Quick Search, Filter By and Cross-reference tools aren’t enough to produce the desired records, the Power Search is a very powerful searching tool that gives you access to every table and field in the entire database. It also allows you to build (and save!) multi-line searches that can be used over and over again and even shared with other system users.

    Each of these search tools can be used independently to produce a list of records to work with. Also, you can combine these tools in a single search for a very focused result.

    In this article we'll look at creating and saving a Power Search that will display a list of Sales Orders that we Invoiced to our Widget Buyer Client for the last quarter of Fiscal Year 2012.

    Manual AcctVantage ERP 101
    power search

  • Updated on: Feb 02, 2023

    Write a Check With No Vendor

    Here's how to write a check without having to add the payee to AcctVantage as a Vendor.

    Please reference the article for basics on How to Enter a Quick Check.

    Manual Accounts Payable / Purchasing
    quick check

  • Updated on: Feb 02, 2023

    Duplicate a Voucher

    Do you have a recurring bill that you need to set up an identical Voucher each month for? If the answer is yes, then we have a streamlined solution for you!

    Manual Accounts Payable / Purchasing
    AP payables recurring

  • Updated on: Feb 02, 2023

    Establish Minimum and Maximum Stock Levels

    Once established, the Minimum and Maximum stock values can be leveraged in the Auto-PO and MRP systems for inventory planning.

    Manual Inventory & Warehouse Management
    auto purchase reorder maximum stock minimum stock