Articles

Required Data for AvaTax Calculations

Acctivate users that have enabled the Avalara module and are using the AvaTax service to calculate sales tax, questions may arise regarding the fields and the data necessary for AvaTax to calculate tax properly.  When creating new Sales Orders or modifying

Posted in Add-On Modules, Avalara, Sales

Mobile Transfers

Mobile Inventory Transfers is a mobile add-on module that allows for inventory to be transferred from one warehouse and/or bin location to another directly from your Pocket PC, which tie into your main Acctivate system. Transfer Inventory on Mobile Device Log into Acctivate on

Posted in Add-On Modules, Inventory, Mobile

Configure Web Store for Automatic Sync

For customers using the Web Store add on module, Acctivate 10.1 has introduced a new enhancement which allows a web store sync to run automatically every 5, 15, 30 or 60 minutes depending on defined configuration. To configure the automatic sync,

Posted in Add-On Modules, Sales, Web Store Integration

“Could not submit picked order. There was no Endpoint listening at…” appearing on mobile device

When attempting to print a report from the Mobile Device, you may see the exception returned below…. “There was no endpoint listening at net.pipe://localhost/Acctivate/4360/Service32Bit that could accept the message. This is often causes by an incorrect address or SOAP acction.

Posted in Add-On Modules, Mobile

Advantages of using Actual Cost with Lot/Serial controlled products

Products using Lot or Serial control are unique as they are capable of distinguishing a difference between one individual instance (Serial) or group (Lot) of the same product, in the same warehouse, from another. This allows for an exclusive Cost

Posted in Accounting, Add-On Modules, Configuration, Getting Started, Inventory

“Sales Tax Entity/Use Code is not set…”

When using AvaTax to calculate Sales Tax, users may receive a message when saving a Sales Order: “Sales Tax Entity/Use Code is not set for customer type “somecustomertype” This message may be returned if the Customer entered on the Sales

Posted in Add-On Modules, Configuration, Sales

Video: Business Activity Use

The information printed below replaces the handout mentioned in video. One stop shop for any activity in your business that you would like to record, track, share among a team, assign primary responsibility for completion and maintain a history for future reference. There

Posted in Add-On Modules, Business Activity, Video

Video: Business Activity Setup

The information printed below replaces the handout mentioned in video. Business Activity Type section is used to define all processes you will be tracking. The setup of the code lists below will populate the drop down lists used in each activity.

Posted in Add-On Modules, Business Activity, Configuration, Video

Configure Customers to be taxed by AvaTax

Once you have completed the initial setup of the Avalara integration with Acctivate, you will need to configure your customers in which Sales Orders should be taxed via AvaTax. Create and implement ‘AvaTax’ Tax Code  In QuickBooks, go to Lists > Item List > Item >

Posted in Add-On Modules, Avalara, Configuration, Customer, Sales

Configure Address Validation by Country Code

Avalara provides an Address Validation service.  If you have partnered with Avalara and you have configured Acctivate to utilize the AvaTax integration, you can enable Address Validation based on the Customers ShipTo Country. Open Configuration Manager, then browse to Customer ->

Posted in Add-On Modules, Avalara, Configuration
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