Articles

Inventory Session Date Fields

Inventory Session windows (Inventory Issues, Inventory Receipt, Inventory Adjustments, Inventory Transfers, Inventory Assemblies, and Inventory Balance Adjustments)  in Acctivate contain two dates which can be set, the Transaction Date and the Document Date. After posting an inventory session, additional dates such

Posted in Inventory

Why are QuickBooks Items disabled?

Once an Acctivate company has been created against a QuickBooks file, your QuickBooks inventory is deactivated.  Your transaction history in QuickBooks is NOT deleted, though.  All product information and transactions will take place in Acctivate.  You can read more regarding

Posted in Inventory, QuickBooks and Sync

Sort Columns In Look Up Windows

Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.

Posted in Customer, Inventory, Purchasing, Sales

Unable To Void Inventory Session Due To Closing Date

Acctivate has a utility which allows users to Void Inventory Sessions, but Acctivate is only able to void sessions where all transactions within that session have a transaction date which is in the open accounting period set in QuickBooks. If

Posted in Inventory

Void Posted Inventory Transaction

Starting in version 10.2, users are able to void posted inventory sessions. This means that any posted Adjustment, Assembly,  Balance Adjustment, Count, Issue, Landed Cost, Receipt or Transfer session can be voided. Voiding the session will re-calculate Cost for products

Posted in Inventory

Database impact of voiding a transaction

Starting with Acctivate 10.2, users will be able to void inventory transactions.  Report writers and consultants may need to understand the impacts of voiding a transaction from within the database tables so these voided transactions properly excluded from reports and other database

Posted in Inventory, Reports

Building Custom/Process Assembly Products

When utilizing the Variable Build/Batch module, you have the option of not only building assembly items into stock by removing components, but you can also modify the actual quantity used and the yield (process only) produced. This article covers how

Posted in Inventory

Managing Assembly Components

When utilizing inventory assemblies, there are times when you need to update or change the components listed on the finished good. Any changes to the component list will be reflected on new assembly sessions. You have 2 options to do this:

Posted in Inventory

Setup and Utilize Return Warehouse for Damaged Goods

An option for handling damaged goods that need to be returned to stock is to do a credit memo that returns the damaged products to a Damaged or RMA warehouse until a decision is made on whether the items will be

Posted in Configuration, Inventory

Not For Resale

Sales tax is calculated on an order when both the product on the Detail tab of an order and the Tax Code on the Customer tab of an order are both set to use Tax. However, a product which is set

Posted in Inventory, Sales
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