Articles

“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

Exporting Reports From Acctivate

A new version of the Crystal Reports viewer is included with Acctivate, starting in version 10.3. Due to the changes in the Crystal Reports viewer, the Export functions for reports work differently than in previous versions. This article will explain

Posted in Reports

How to find the temporary file location for email attachments

Whenever a user goes to click Email Invoice or any other email that automatically attaches a document, it’s stored on the users local machine. If the user ever needs to review a previous attachment outside of Acctivate. They would just

Posted in Email, Other Applications, Reports, Technology

Print or Email a Pack List

There are two sections in Acctivate where you print or email a Pack List: Order Manager Sales Order Window Printing and Emailing from Order Manager Open Order Manager via the Sales menu or the Icon Bar Select orders with scheduled

Posted in Order Manager, Reports, Sales

Inventory Monthly Demand Summary

One of the Standard Reports in Acctivate is the Monthly Demand Summary report, which shows the demand of a given product, in a given warehouse, over several months. This report allows the user to set an As Of Date in

Posted in Reports

Emailing a transaction or sales type reports

Starting in Acctivate 10.3, users have the ability to send a report without attaching reports manually. First bring up the report you would like to send. In this example, we can use the most recent Inventory receipt report under Inventory

Posted in Reports, Sales

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

How to attach files using notes in Acctivate

Users may upload and attach files to a record in Acctivate, using notes.  Users may create notes and upload attachments on the following windows. Activity Customer Account Customer Credit Customer Location Sales Order Sales Invoice Purchase Order Purchase Invoice Product

Posted in Database, 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
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