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

Adding list to Custom Fields

Data consistency is key to good database management and effective reporting.  An easy and effective way to prevent typos and ensure the data being reported is consistent and accurate is to design a list for use with Custom Fields.  A single

Posted in Configuration, Inventory

“Do not overwrite changes to this definition during Acctivate Update”

In the Report Catalog section of Configuration Manager in Acctivate, an option called “Do not overwrite changes to this definition during Acctivate Update” exists which can be set on each report individually. This article will explain the function of enabling this

Posted in Configuration, Reports

Manage Product Class

In Acctivate each product is required to have a Product Class. The Acctivate Product Class is typically the main way you will categorize your products and should not be confused with QuickBooks Class Tracking.  The Acctivate Product Class is available as

Posted in Configuration

Cannot change cost method because the product has posted inventory transactions.

Acctivate blocks users from changing cost methods for products once the product has posted inventory transactions.  If a product has been assigned a cost method that has been marked as inactive in configuration manager users may receive the following warning

Posted in Configuration

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

Default Forms and Email Templates

In Configuration Management, the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. To get to this section, go to File > Configuration Management > Sales Orders > Forms. For

Posted in Configuration, Email, Reports

User Startup Options for Business Alerts and Dashboard Reports

Upon opening Acctivate, users have the option for a few different Acctivate windows to appear automatically. This option is user specific and can be changed in Configuration Manager. To view the options available for Startup windows, go to File >

Posted in Configuration, Getting Started, Launch Acctivate, Reports, Start up
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