Articles

Acctivate Mobile User ID

Acctivate does not require the set up of a separate User ID for mobile users. Any User ID set up in Acctivate can login either on Acctivate Mobile or Acctivate Desktop. Best practice would be to have each employee that

Posted in Configuration, Mobile

Dimension Metrics Unit of Measure

Products in Acctivate can have a weight metric assigned to their stocking and packaging units. To configure the Unit of Measure for weight in Acctivate, follow these steps. Go to File> Configuration Management> Inventory> Inventory Options Click Edit and select the weight unit

Posted in Configuration, Inventory

“Acctivate data source not found…”

This message appears when you don’t have a data source with the name of “Acctivate” in Acctivate database maintenance. Acctivate allows for multiple data sources to be configured in database maintenance (or the acct.ini) but at least one of these

Posted in Database, Installation

Webstore Configuration Questions

When you set up a webstore template in Acctivate, there are several options for setting up the sections of that template. These questions can help determine which options to use in your setup. How do you want to see customer

Posted in Sales

Selection Prompts Required Field for Dates

When you have a report with a Selection Prompt for a field with the type of ‘Date‘, using the Required checkbox defaults the filter to ‘Equal To‘. This means that you will be required to use an exact date on

Posted in Reports

Using your Old Acctivate Server as your Sandbox Environment

Acctivate can be installed and set up in a test environment, which may also be referred to as a Sandbox environment.  In order to use Acctivate in a Sandbox environment, you will need to register Acctivate using a Sandbox license.

Posted in Installation, Technology

Page Size pulled from Crystal Report file

In Acctivate 10.3, the Crystal Reports Viewer was updated from version 11.5 to 13. In Crystal Reports Viewer 11.5, the reports were “trimmed” from the RPT file to fit the page size of the default printer settings in Acctivate. The

Posted in Uncategorized

Bulk Shipment View for UPS or FedEx shipments

Some companies process hundreds of shipments a day in UPS Worldship or FedEx Shipping Workstation. The default setup for shipping workstation is to import one order or shipment into UPS or FedEx at a time. There is a custom solution

Posted in Shipping

Packaging Manager Process

The process for using Packaging Manager has three main sections of steps. Prepare Shipments Package Shipments Complete Shipments After you have set up the proper options in Configuration Manager related to Packaging Manager (see this article), you can now start

Posted in EDI, Shipping

Warning Invoice “A payment with ref XXXX for $XX.XX is applied to invoice XXXXX, which would cause the invoice balance to become negative…”

“Warning Invoice A payment with ref XXXX for $XX.XX is applied to invoice XXXXX, which would cause the invoice balance to become negative. Please review this invoice and payment in QuickBooks.” This warning comes up in your QuickBooks sync log

Posted in QuickBooks and Sync
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