Recent Updates

  • Updated on: Oct 22, 2019

    Product Records

    This is an updated version of the previous article on creating a new Product record. There are a few minor changes related to Units of Measure in AV2015.

  • Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.

    AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software. However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.

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    Notes on Operating Systems:  

    • AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems.  
      • For Macintosh, certifications are done at the 10.x level, meaning that an AcctVantage version certified for 10.5 or earlier will not operate on a server or client running Mac OS 10.4.  
      • For Windows, the certification is done by major release version such as Windows XP or Windows 7.
    • 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.
    • Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.
    • 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.
  • Updated on: Jul 22, 2019

    Cache Memory Settings

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

  • Debit Memos are used to return items to your Vendor. There are 2 types of Debit Memo, Associated and Unassociated.

    Associated Debit Memos (Step 2 below) are tied to an original Purchase Order and offers very tight control over the inventory Lots being returned and their value. Use this approach if Lot tracking is important in your operation.

    Unassociated Debit Memos (Step 3 below) are more flexible in allowing the user to determine the value of the returned items and to select (or ignore) Lot selection without regard to their original source PO. Use this process if Lot tracking is not important in your operation.

    Manual Purchasing
  • Updated on: May 10, 2019

    Products

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Part Number: This field is required when creating new records. It can also be used as a key when choosing the Update Existing Records option.
    • Product Name: This field is required when creating new records.
    • Product Class: This field is required when creating new records. It must match an existing Product Class.
      • Once a Product record is created, the Product Class can not be changed.
      • Navigate to Administration ➤ Product Classes and click Show All to find the Product Classes that you can use on your import file.
    • Default Type Override: 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.
      • Once a Product record is created, the Product Type can not be changed.
      • If you want to import specific types of Products, you can do so by using one of these five Product types here:
        • Assembly
        • Freight
        • Inventory
        • Kit
        • Non-Inventory
    • ID: This field is not used for creating new Product records. It can be used as a key when choosing the Update Existing Records option.
  • Updated on: Apr 24, 2019

    Subsidiary Check

  • Updated on: Apr 22, 2019

    Client / Server Timeout Settings

  • Updated on: Mar 21, 2019

    AcctVantage Mobile Server Administration

    Setting up your AcctVantage Mobile server couldn't be easier!  The computer that you already use to run AcctVantage ERP Server is also your Mobile server.  And, the server will launch automatically when you start up AcctVantage!

    There is no particular need for complex IT configurations or hoops to jump through, simply launch and go!

  • Below are bare minimum system requirements for both AcctVantage Client and Server hardware. Better than minimum hardware will improve performance.

    AcctVantage Technical Support does not support hardware, network, or other IT setup outside of actually installing and configuring the AcctVantage software. However, we will be happy to work with your IT staff or consultants to discuss our experiences with various hardware/network situations.

    -----------------------------------------------------------------------------

    Notes on Operating Systems:  

    • AcctVantage releases are certified to work with specific versions of Macintosh and Windows Operating Systems.  
      • For Macintosh, certifications are done at the 10.x level, meaning that an AcctVantage version certified for 10.5 or earlier will not operate on a server or client running Mac OS 10.4.  
      • For Windows, the certification is done by major release version such as Windows XP or Windows 7.
    • 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.
    • Bookmark this article for the latest supported OS versions and the corresponding AcctVantage release.
    • 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.