Recent Updates

  • Updated on: Aug 27, 2021

    Dashboards

  • Work Orders are used to manage the production of Assembly type items in AcctVantage. If you enter a Sale for a finished good that you do not have in stock, this lesson will show you how to get a Work Order in the queue to build it!

    There are a couple of conditions that must be met for this feature to work:

    1. The Include in Auto Work Order box must be checked on the Product record.
    2. There must be a Sales Order with a Backordered quantity.
    3. The Sales Order must be in Committed status.
  • ***Our recommendation is that Data Maintenance should be performed on (at least) a monthly basis for optimal performance of your system.***

    ***DO NOT RUN ANY OF THE OTHER UTILITIES IN THE MAINTENANCE & SECURITY CENTER UNLESS EXPLICITLY DIRECTED TO DO SO BY ACCTVANTAGE SUPPORT.***

    The Data Maintenance process was greatly simplified in AcctVantage 2012 (and beyond) from previous versions and is now completed with a simple click of a button. Follow the steps below to complete this process.

  • Updated on: Aug 06, 2021

    View Editor

    The View Editor is used to determine which columns and search criteria are available in any List View in the system.

    The View Editor is a very useful configuration tool designed for Administrators and advanced Users only. While it is unlikely, it is possible to delete a List View when using this tool. AcctVantage’s standard List Views may be re-implemented within a matter of minutes if you were to delete your views, but the affected screens would be unusable for the time it takes to replace the default view. In other words, use this tool only if you are confident in what you are doing. Or, contact AcctVantage Technical Support for assistance.

    If you know a particular screen (List View) that you would like to modify but cannot seem to find the corresponding view in the View Editor, you may want to see what table is the basis of the List View. For instance, if you want to modify the List View of Sales Analysis, it is helpful to know that the [InvoiceDetail] table is the backbone, and thus the View, that corresponds to this screen. You would search for InvoiceDetail in the list of Views from within the View Editor.

    You can check which table is the basis of a particular screen by following these series of steps:

    1. From within the List View that you would like to modify, click on the Printer icon.
    2. Click on the Quick Report button.
    3. The table that is the basis of the List View will show up in the left hand side of the editor as the Master Table.
  • Updated on: Aug 04, 2021

    Limit a User's Order Status Permission

    It may be helpful to limit some Users (such as salespeople) from changing a Sales Order’s status beyond Committed, while other Users such as Warehouse workers can move an Order’s status to Picked or Packed, and the Warehouse Manager alone can mark an Order as Shipped/Invoice.

     

  • Updated on: Aug 04, 2021

    Limit a User's Order Status Permission

  • Updated on: Aug 04, 2021

    EasyPost - Predefined Packages

  • Updated on: Jul 30, 2021

    Purchase Order Templates

  • Add, Count, Draw or Scrap inventory with your web enabled device, bar code scanner or desktop browser.