Recent Updates
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Updated on: Apr 21, 2022
Print an A/P Aging Report
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Updated on: Apr 21, 2022
Import Wizard - MRP - Forecast
<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Part Number:</strong></span> This field is <em>required</em> when creating new records. It can also be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Name:</strong></span> This field is <em>required</em> when creating new records.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Class:</strong></span> This field is <em>required</em> when creating new records. <em>It must match an existing Product Class. </em><ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Class can not be changed.</strong></span> </li> <li>Navigate to <strong>Administration ➤ Product Classes</strong> and click <strong>Show All</strong> to find the Product Classes that you can use on your import file.</li> </ul> </li> <li><strong>Default Type Override: </strong>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. <ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Type can not be changed.</strong></span> </li> <li>If you want to import specific types of Products, you can do so by using one of these five Product types here:<ul><li>Assembly</li> <li>Freight</li> <li>Inventory</li> <li>Kit</li> <li>Non-Inventory</li> </ul> </li> </ul> </li> <li><strong>ID:</strong> This field is not used for creating new Product records. It can be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> </ul> -
Updated on: Apr 21, 2022
Inventory Levels for Warehouse Transfers
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Updated on: Apr 14, 2022
Foreign Currency Setup
<p><span style="color: rgb(251,0,7)"><strong>*NEW FEATURE for AV 2015*</strong></span></p> <p>Acctvantage now supports Foreign Currency (FC) for Purchasing and Accounts Payable. These FC amounts are tracked in parallel to the normal amounts in US Dollars. The General Ledger will always carry the transactions stated in USD. This article details how to define the Foreign Currencies in the system. </p> <p>----------------------------------------------------------------------------------------------------------------------------------</p> <p>Here is the basic outline of how to set up and use FC in AcctVantage:</p> <ol><li>Install the <a href="https://www.filesanywhere.com/fs/v.aspx?v=8b6e6a8e5b5f7477b0" target="">Foreign Currency View Definition</a> and the check form with FC support.</li> <li>Define the FC's that you will be using (i.e. the subject of this article).</li> <li><a href="../../9730/l/115964?data-resolve-url=true&data-manual-id=9730#Identification-Default-Checks-and-Voucher-Accounts" data-object-class="article" data-object-uuid="4F172340-AA05-0130-10BE-12313804AAC3" data-object-step-uuid="EF744649-437F-4286-B19D-5078AE9DD090" data-object-manual-uuid="359F41B0-6A35-0130-673C-12313804AAC3" data-object-step-title="Identification%2C+Default+Checks+and+Voucher+Accounts+%26amp%3B+Default+Foreign+Currency" data-resolve-url="true" target="">Tag your Vendor records with the applicable FC.</a></li> <li><a href="../../9730/l/88816?data-resolve-url=true&data-manual-id=9730" data-object-class="article" data-object-uuid="AA2662CD-5869-4BB5-9518-463E2DE58788" data-object-manual-uuid="359F41B0-6A35-0130-673C-12313804AAC3" data-resolve-url="true" target="">Issue a Purchase Order</a> (FC info is tracked alongside USD).</li> <li><a href="../../9726/l/287041?data-resolve-url=true&data-manual-id=9726" data-object-class="article" data-object-uuid="3708b190-20b1-48df-958d-13e3f207ca87" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="">Enter a Voucher</a> for the Vendor's Invoice (FC info is tracked alongside USD).</li> <li><a href="../../9726/l/58433?data-resolve-url=true&data-manual-id=9726#Foreign-Currency-Quick-Check." data-object-class="article" data-object-uuid="E901E398-5EF4-4CF4-9C48-286877782B3E" data-object-step-uuid="031c3bd6-f266-41f6-bfcf-579f829702ff" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-object-step-title="Foreign+Currency+Quick+Check." data-resolve-url="true" target="">Pay the Vendor via Quick Check</a> (FC info is tracked alongside USD).</li> </ol> <p>----------------------------------------------------------------------------------------------------------------------------------</p>Manual Accounting | General Ledger -
Updated on: Apr 13, 2022
Add Default Expense Accounts for Vendors
<p>This lesson will describe how you can add default expense accounts for Vendors. This is extremely handy if Purchases from a particular Vendor always are charged to the same expense account(s). Once established, the default accounts will be used for new Quick Check and Voucher entries.</p> -
Updated on: Apr 11, 2022
Promotions / Discounts
<p>There may be times when you want to offer Discounts off of an entire Invoice as opposed to the line-item discounts that the Price Break system offers or the incentive-based discount that AR terms offer. AcctVantage allows you to setup Promotion-style Discounts that can be applied on the Sales Order level. </p> <p>You can have Promotion/Discount types that are applicable...</p> <ul><li>...at any given time.</li> <li>...only during a specific date range.</li> <li>...only for the first order a Client places.</li> <li>...only for a single use by each Client. </li> </ul> <p>Other Notes:</p> <ul><li>Discounts that have no date range and are not one-time use only can be set to apply by default to specific Clients that you wish to give discounts to. </li> <li>Discounts are posted as debits to a GL income account (set in System Setup). </li> <li>Discounts are taken off the Sales Order subtotal (i.e. before Tax and Freight).</li> <li>Once a Promotion/Discount has been used on a Sales Order it can not be modified (with the exception of the Date Range).</li> </ul>Manual Accounts Receivable | Sales -
Updated on: Apr 08, 2022
Credit Hold
<p>The Credit Hold function of AcctVantage allows you to set parameters that will trigger Credit Hold status for Clients. By default, a status of “on Credit Hold” will trigger warnings when opening Client records or opening a Sales Order for a Client. Credit Hold can be enabled or disabled globally or for individual Clients. </p> <p>By default, AR charges are blocked for Clients who are over their credit limit. This block can be over-ridden only by users specifically given that access in User Access Levels. AR charges are not blocked for Clients who are past due, but still within their credit limit. </p>Manual Accounts Receivable | Sales -
Updated on: Mar 29, 2022
Pick and Pack (LAN Client)
<p><span style="color: rgb(77,76,76)"><strong>AV 2017 introduces bar code scanner, web browser and handheld device picking/packing of Sales Orders. </strong></span><span style="color: rgb(77,76,76)"><strong><a href="../../64452/l/674471?data-resolve-url=true&data-manual-id=64452" data-object-class="article" data-object-uuid="34c3557f-2ac5-4b81-aead-0961816d13ba" data-object-manual-uuid="84e31344-d564-4d40-8819-d04fa8e3a6bc" data-resolve-url="true" target="_blank">Refer to this article for more information!</a></strong></span></p> <p> </p> <p><span style="color: rgb(77,76,76)"><strong>Pick and Pack </strong></span><span style="color: rgb(77,76,76)">Sales Order line items from within a specialized view into the Sales Order record. Now your order fulfillment team can use a barcode scanner to pull up the order in AV from a pick ticket and then scan the items as they are picked for shipment. </span></p> <p><span style="color: rgb(77,76,76)"><strong>Before you begin:</strong></span></p> <ul><li>If you want to use our basic Pick Ticket Custom Form that already includes barcodes: <strong><a href="https://www.filesanywhere.com/fs/v.aspx?v=8b6a62895e666eb1af6a" target="_blank">Download the Pick Ticket with Barcodes here.</a></strong><strong> <br /></strong></li> <li>If you want to add barcodes to your existing Pick Ticket Custom Form:<strong> </strong><strong><a href="https://www.filesanywhere.com/fs/v.aspx?v=8b6a62895e5e73b8a766" target="_blank">Download our standard recommended barcode font here.</a></strong> <ul><li>You should be able to use any barcode font that can be read by your barcode scanner but the font included above has been tested and confirmed to work by AcctVantage Support.</li> <li>This method will require some further customization of your Pick Ticket Custom Form. <strong><a href="../../9723/l/82759?data-resolve-url=true&data-manual-id=9723" data-object-class="article" data-object-uuid="5F4F93EA-D26C-49BE-A5EF-29C435F3FCD0" data-object-manual-uuid="C1E48560-6A34-0130-672E-12313804AAC3" data-resolve-url="true" target="_blank">Please contact AcctVantage Support for more information.</a></strong></li> </ul> </li> </ul> <p><strong>*Scroll to the end of this article for a video demonstration of this feature.</strong></p>Manual Accounts Receivable | Sales -
Updated on: Mar 23, 2022
AcctVantage ERP 2017 - System Requirements
<p><strong>Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.</strong></p> <p><strong>AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software.</strong> However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.</p> <p>-----------------------------------------------------------------------------</p> <p><strong>Notes on Operating Systems: </strong></p> <ul><li>AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems. <ul><li>For Macintosh, certifications are done at the 10.<strong>x</strong> level, meaning that an AcctVantage version certified for 10.<strong>5</strong> or earlier will not operate on a server or client running Mac OS 10.<strong>4.</strong> </li> <li>For Windows, the certification is done by major release version such as Windows XP or Windows 7.</li> </ul> </li> <li>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. </li> <li>Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.</li> <li>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.</li> </ul> -
Updated on: Mar 23, 2022
Import Wizard - Vendors
<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Vendor Name:</strong></span> This field is <em>required</em> when creating new records. It can also be used as a key to lookup Vendor records when choosing the <strong>Update Existing Records</strong> option.</li> <li><strong>ID:</strong> This field is not required. It can be used as a key to lookup Vendor records when choosing the <strong>Update Existing Records</strong> option.</li> </ul>Manual Importing & Exporting Data