Recent Updates
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Updated on: Jan 16, 2019
Total in list view appears as “> LIMIT”
The sum shown in the bottom row of some columns in list view is constrained to a maximum number of records which is set in the System Setup. If the current number of records exceeds this setting, instead of a total the word LIMIT appears.
This constraint is in place to optimize efficiency of performance in the system. If memory and hardware is adequate, the limit can be raised so that totals may be displayed on larger numbers of records in the list view. Follow these steps:
- Go to Administration ➤ System Setup.
- Select the Tools & Custom tab.
- In the List View Limit field, enter the desired value (e.g. 10,000).
- Click OK to close the System Setup screen.
- Close any relevant windows and re-open them to see the new change take effect.
Manual AcctVantage ERP 101 -
Updated on: Jan 16, 2019
Searching in a List View window
When you open a Window in AcctVantage, you will be presented with the List View. This layout provides all of the tools necessary to search for existing records, create new records, produce reports and generally perform any task necessary for that Window.
A note for technically-oriented people: Each AcctVantage Window (List View), represents a specific “table” in the database while each item in the List View is a “record.”
Quick Search Basics
The Quick Search drop-down menu gives you access to selected database fields for the screen you are currently viewing. Your Administrator controls which fields are displayed in this list (and the order in which they are displayed) so you can tailor your search to your needs. For example, in the Product screen you could search for Products using the Part Number as your criteria.
Once you’ve selected the field to search by, enter the criteria in the Starting and Ending entry fields. Using both the Starting and Ending will allow you to define a range of values to find matching criteria. You can use only the Starting criteria if a range is not needed. The more you enter into the search criteria, the narrower will be the resulting list of records.
If you are looking for a much more detailed method of searching tables in AV see the lesson on Power Searches.
Manual AcctVantage ERP 101 -
Updated on: Jan 15, 2019
The List View - AcctVantage's Primary Search Screen
Manual AcctVantage ERP 101 -
Updated on: Jan 07, 2019
Payroll Import
The Payroll Import area allows you to import payroll data from CheckMark Software, Inc.’s Payroll system. The use of this feature requires a license (sold separately) for CheckMark Payroll.
- Refer to the CheckMark documentation for processing payroll transactions.
- Payroll checks are printed from the Checkmark Payroll system.
- After importing payroll data, AcctVantage will create an Adjusting Journal Entry to the designated checking account(s), along with all other payroll accounts, but will not create individual check records.
Manual Accounting / General Ledger -
Updated on: Oct 16, 2018
iCal integration - Proof of Concept
Manual All Video Tutorials -
Updated on: Oct 10, 2018
Background Color - Script Example
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Updated on: Sep 28, 2018
Bill of Materials Setup
In AcctVantage ERP the Bill of Materials (BOM) for a Product is sometimes referred to as a Recipe.
- The BOM Recipe can be defined for Assembly, Kit and Template Product types.
- Once a Product is saved as one of the above types it can not be changed.
- The BOM Recipe itself, however, is always modifiable. It changed be changed either on a global level through the Product record or on a one-off basis on a Sales Order or Work Order.
Manual Production & Manufacturing -
Updated on: Aug 03, 2018
Work Order Fix
The Work Order Fix Utility is used to fix Work Orders that will not post. Depending on the error message that appears when the Work Order is attempted to be posted, AV Support may direct you to use this utility in order to Post the Work Order.
You must be logged in as an Administrator to use this Utility.
Manual Administration -
Updated on: Jul 09, 2018
Data Backup Preferences
It is very important to make sure that your Data File is backed up regularly. This lesson details how to set the Preferences for your data backups. If you want restore from a backup see the lesson Restore From a Backup File.
Here are some strategies for ensuring that a backup file is available in the event that one is needed:
- Scheduled backup (This is the primary topic of the lesson below): We recommend scheduling a backup to occur at least once a day. Typically the best time to do this is overnight (or some other time when everyone is out of the system).
- Backup before posting transactions: This is a good way to make sure that you always have a current backup available. There is a check box available on the Post Transactions screen that you can mark to run a backup when posting. However, if you often post individual records using the Action Menu, then additional backup strategies become even more critical.
- Backup before importing data: Backup before any import of data is attempted in Acctvantage. This includes GL imports, Physical Inventory imports and XML imports.
- Implement company-wide backup procedures: Most companies have standard backup procedures in place for their computer systems. We do not intend for any of the above procedures to replace any company-wide procedures. We highly recommend implementing and/or continuing any procedures for routinely backing up all company data.
Notes:
- The built in AcctVantage ERP backup scheduler will backup your AV data file to the designated location.
- It does not backup any other files on the hardware and should not take the place of a general system wide backup.
- Your staff or 3rd party IT support should have backup plans in place in case of a hardware or other failure.
Manual Administration -
Updated on: May 16, 2018
NACHA File Export