Articles

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

Document Types for Reports

The Report Catalog in Acctivate Configuration Manager allows a user to manage all the reports in the system.  A configuration option is the ability to set Document Types for any report. Acctivate can use various document types to control which

Posted in Reports, Uncategorized

Delete Warehouse from a Product

Occasionally, you may want to remove a warehouse on a product.  This does not remove any historical transactions, or delete the warehouse from the database.  Removing the warehouse from a product hides the warehouse only for the product you are

Posted in Database, Inventory, Reports

Microsoft Visual C++ Runtime Library error

If you have received the Microsoft Visual C++ Runtime Error, this is not an Acctivate error.  This error could be caused by installation of new software, and has been reported after installing recent Windows Updates.  The most likely cause is

Posted in Installation, Launch Acctivate, Microsoft, Other Applications, Reports, Technology

Why is my Packing List blank?

Acctivate does not allow the printing or re-printing of a Packing List once the order has been completed.  The pack list will appear blank if nothing is scheduled and the order has been completed.  One reason Acctivate does not allow

Posted in Getting Started, Reports, Sales, Shipping

Barcode Prints Incorrectly from Hosted Environment

Whenever you’re printing forms containing barcodes, you’ll need to make sure to have the proper font files installed on the local machine. This means whenever you’re using a hosted environment and printing locally, you’ll need to install the IDAutomation fonts on

Posted in Reports, Technology

Setting a default printer for Acctivate

The default printer for Acctivate is based upon the default printer for windows. To review what printer is the current default, go to Control Panel > Hardware and Sound > Devices and Printers. The default printer is going to have

Posted in Configuration, Reports

Customer Type

Customers in Acctivate can be categorized in different Types. This article will cover how to create new Customer Types, and how to assign them to Customers, as well as some ways that the Customer Type can be used in Acctivate.

Posted in Customer, Email, Reports

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
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