In the event you would like to run the Inventory Receipts report by the Purchase Order Number, to display all receipts linked to one purchase order, follow these instructions, below: Open Configuration Manager > Reports > Report Catalog Browse to…
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“Balancing Discrepancy in PO” Message on Outstanding Purchase Orders
Starting in Acctivate version 9, the Purchase Order Outstanding Amounts will be calculated slightly different than in previous versions. We will now exclude non-inventoried products from this calculation since these products aren’t actually received into Inventory. Thus, non-inventoried products aren’t…
Posted in Purchasing
Video: Purchasing Process
Create Purchase Order (0:15) Select Purchasing > Purchase Order from the main menu or by using the shortcut from the main toolbar. Click the New button to create a new Purchase Order Use Status of Purchase Order to show users…
Posted in Purchasing, Video
Purchase Order Window
The Purchase Order window streamlines the complexities of purchasing management by allowing the purchasing process to be accomplished through this window. For more information, click the link to learn how to enter a Purchase Order. Get started by opening the Purchase…
Posted in Purchasing
Business Alerts Inventory Management and Reorder
The Business Alerts window is one of Acctivate’s Decision Support Tools, which alerts users of issues, such as at-risk deals, customer service issues, low stock or any other item needing immediate attention. This article explains the use of the Reorders tab, as well…
Posted in Inventory, Purchasing
Print Purchase Order Individually or in a Batch
Users have two options for printing Purchase Orders: Print Purchase Orders individually Print a batch of Purchase Orders Print an Individual Purchase Order Open a Purchase Order by going to Purchasing > Purchase Order or clicking the Purchase Order button on the icon bar If…
Posted in Purchasing
Accrued Purchase Receipts Account
The Accrued Purchase Receipts account is created by Acctivate as a purchase suspense account. When you post an inventory receipt, Acctivate will utilize the Inventory and Purchases GL account specified on the Warehouse. Creating the Vendor Bill reconciles the balance…
How do I search for GL Accounts by Account Number?
To search for GL Accounts by the QuickBooks Account Number you need to check a couple things: Open QuickBooks, go to Edit > Preferences In the Accounting section, Company Preferences > Check Use account numbers In Acctivate, run a sync When editing…
Multiple Currencies with QuickBooks
Multiple Currencies was added to QuickBooks US Editions in 2009 and International Editions in 2010. Acctivate supports Multiple Currencies with QuickBooks starting with version 8.0. Please watch an introductory Multiple Currencies in QuickBooks video to get familiar with multiple currencies in QuickBooks.…
Configure Landed Cost Account
You will need to configure the Landed Cost GL Offset Account before you can use the Landed Cost function in Acctivate. The Landed Cost GL account is set for each Warehouse in Configuration Management. It is typically set to “Accrued Landed Cost”, an…
