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

Issue

The Sales Order and Purchase Order Detail Screens each have a special use button labeled “OK & Print”. This button will save a record, present a list of reporting options and then close the record.

The list may be customized to display only selected forms; it may also be customized to have only one form selected for printing, depending on the current status of the sales order or purchase order.

Choosing items to appear in the list

The appearance of a report in the “OK & Print” dialog box is controlled through a check box labeled “Available Detail Form” on the Custom Form or System Report definition record. If this box is checked, then the report will appear in the dialog on the corresponding screen (PO or Sales Orders).

To add or delete a Custom Form or System Report from the OK & Print list dialog:

1. Go to Administration->Custom Forms (or Administration->System Reports)
2. Click to Show All
3. Double click on the report to be modified
4. Check or uncheck the ‘Available Detail Form’ checkbox as needed

Un-checking the box does not delete or remove the report/form from the system; it simply excludes the report from the OK & Print report list. The box can be re-checked at any time to include the report in the list.

Choosing custom forms to be selected for printing

If there are many forms in the list, it can be tedious to un-check all of the forms which are NOT needed for printing. You can assign specific custom forms to be selected depending on the order’s status.

1. Go to Administration -> System Configuration
2. Change the drop-down menu selection to Sales Document
3. Scroll down to the section of rows with names beginning “Default Custom Form…”
4. Double-click in the blank space under the Value column
5. Choose a custom form to associate with each order status – the most commonly used option here is to associate “Sales Document – Custom Form” with the status “Shipped/Invoice”. You might also associate a pick list custom form with "Picked" status, and so forth.

When clicking the OK & Print button, only the specified form will now have an “X” marked for printing.

Introduction

This Tech Note will describe how to modify a Quick Report that was previously saved in the List of available reports.

Note that there are steps described for modifying a Quick Report that  was added by a User and another set of steps for modifying AcctVantage  supplied reports.

Details

Modifying a Report saved by a User

1. Open the Reports list in the screen where the report was created (i.e., Sales > Sales Analysis). Modifications cannot be done from the module level reports  window (i.e.,Sales > Sales Reports).
2. Highlight the report you wish to modify.
3. Click on the “pencil” icon at the top right of the list.
4. If  the pencil icon is not available, then the report is either a Custom  Form or a System Report and is not available for editing in this manner.
5. Select the “Create File” button and choose a place to save the file to.
6. Click on the “Report Editor” button under “Edit a Saved Report” to open the Quick Report Editor screen.
7. In the Quick Report Editor screen, choose File>Open and select the file saved in step 4.
8. Make the desired changes to the report definition and save the  results to your hard drive. You can use the same file name as created  in step 4 or give the report a new file name, either way is fine.  Refer to the Quick Report Editor article for more information on formatting your report.
9. Close the Quick Report Editor screen.
10. Click on “Link Report” under “Edit a Saved Report” and select the file saved in step 7.
11.  Click OK to close and save the report details.

The modified report is now linked under the original Report Name. You  may discard the file saved in step 7, the report has been copied into  your data file.

Modifying an AcctVantage provided Quick Report

1. Open the Reports list in the screen where the report was  created. Modifications cannot be done from the module level reports  window (i.e., Sales Reports).
2. Highlight the report you wish to modify.
3. Click on the “pencil” icon at the top right of the list.
4. If  the pencil icon is not available, then the report is either a Custom  Form or a System Report and is not available for editing in this manner.
5. Select the “Create File” button and choose a place to save the file to.
6. Close the Modify Report window and return to the list of Available reports.
7. Add a new report by clicking on the “+” icon and following the  instructions in the Quick Report Editor article to format your report.  Use the file created in step 4 when “linking” the new report.

AcctVantage does not allow modifications to our standard reports to ensure that core reports are always available.

Scripting is a way for us to help you support your operations with custom features without the cost, overhead and support issues normally associated with custom software. Essentially a script is a unique piece of software that adds functions to AcctVantage without modifying our core application or "source code".

When we install a script for you, that script is stored within your AcctVantage system as data, just like a client record or a PO that you've written. When you take advantage of an AcctVantage upgrade your scripts get upgraded right along with the rest of your data. In this way, you can take advantage of a unique, customized, AcctVantage experience without being left behind on out-of-date "one off" versions of AcctVantage.

Scripts can be used for a number of different functions.

• Enforce workflows or business rules that are unique to your operation
• Specialized imports or exports of data
• Custom reports
• Add features like custom calculations, work flow management, etc.
• Perform scheduled tasks such as emailing certain reports.
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Scripting is a powerful tool that can add a lot of value to your AcctVantage system. If you have an idea of a function or task that you wish AcctVantage could do for you, contact AcctVantage Support and we'll help you make it happen!

Scripting is so powerful that you could, if you weren't careful, cause a lot trouble. Therefore, script writing is restricted to AcctVantage's Professional Services staff.