Articles

Inventory Monthly Demand Summary

One of the Standard Reports in Acctivate is the Monthly Demand Summary report, which shows the demand of a given product, in a given warehouse, over several months. This report allows the user to set an As Of Date in

Posted in Reports

“Unexpected error from external database driver (1).” Importing from Excel

Starting 10/10/2017, users may experience an error “Unexpected error from external database driver (1)” when importing data into Acctivate. This is caused by a Microsoft security update release that inadvertently affects the JET provider (see this article from Microsoft). The only

Posted in Microsoft

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Create Assemblies In Batches Based On Inventory Requirements

In past versions of Acctivate, users could use the Inventory Mgmt tab of Business Alerts (now called the Reorders tab) to create Purchase Orders for in demand products, based on defined Inventory Requirements. Starting in version 10.3, users are able

Posted in Business Alerts, Inventory

Multiple Lot/Serial Numbers On Assembly Components

Starting in Acctivate version 10.3, users are able to select multiple Lots/Serial Numbers for components on an Assembly Build. If the required component quantity is greater than the available quantity of any individual Lot/Serial Number , the user can select

Posted in Inventory

Create Assembly From Sales Order

Starting in Acctivate version 10.3, users are able to create Assembly sessions directly from open Sales Orders. This will allow Assembly sessions to be created for any Assembly product with a backordered quantity on an open order. This article will

Posted in Inventory, Sales

Create Assembly Sessions From Order Manager

Starting in Acctivate version 10.3, users are able to create Assembly Build sessions from Order Manager for Backordered quantities on open Sales Orders. This article will show how this can be done in Acctivate. In the screenshot below, we can

Posted in Inventory, Order Manager, Sales

Send Non-EDI Invoices To Trading Partner

When an 850 order is brought into Acctivate and Invoiced, the Invoice is automatically selected to be sent back to the partner in an 810 file. If an order is created for an EDI partner in Acctivate manually (without an

Posted in Configuration, EDI, Sales

Option To Require Bin Locations On Transactions

Starting in version 10.3, a configuration setting exists to require that Inventory Locations are set in order to post transactions. This is checked at the time a user attempts to post the transaction, if a Location is not set, Acctivate

Posted in Configuration, Inventory

Apply Existing Customer Credits At The Time Of Invoicing

Starting in Acctivate version 10.3, users are able to relate unapplied Credits/Payments to Invoices at the time of invoicing. If a Customer has an available Credit or unapplied Payment, it can be applied to the Invoice in the Invoice Order

Posted in Customer, Sales
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