Articles

Export Acctivate Window Grids To Excel

Several windows within Acctivate, such as the sales order window and business alerts tabs, present information in a grid format. Many of these grids can be exported directly to Microsoft Excel allowing you to sort, organize and manipulate your data. To export these

Posted in Database, Reports

Configure UCC128 Label

When utilizing EDI, a lot of trading partners require the use of UCC128 shipping labels. If you’re going to need to print these from Acctivate rather than the EDI provider, follow the instructions below: Go to File > Configuration Management

Posted in Configuration, Reports, Shipping

Navigating to Custom Reports folder and adding to Report Catalog

If adding a new a new custom report in Acctivate, complete all of the following steps, this is one way to navigate to the correct CustomReports folder. If you are updating an existing report with the same name you only

Posted in Reports

“Top N” Reports

Acctivate has several standard reports that start with “Top N” (see Acctivate Standard Report List). This can be a bit confusing if you don’t understand the function of N. The “N” represents a user defined numeric value. So, using the

Posted in Reports

Crystal Reports not locating all database views or new fields

There are times when modifying a report using Crystal Reports, the report will not display all the table/view information (i.e. new fields). Maybe the report is pointing at an old database or possibly a completely different database. You will have

Posted in Database, Reports

Report headers may be truncated when exporting to Excel

Exporting a crystal report to Excel will sometimes truncate field headers.  If this does occur you may follow the steps outlined below to resolve and display the full field header. Select export format “Microsoft Excel…Data only (XLS)” Select Custom: Data is exported

Posted in Reports

Corrupted text when exporting a Crystal Report as PDF with the Calibri font

First, we should start with a quick primer on how Fonts are used in Crystal Reports.  A wide variety of fonts are supported by Crystal Reports such as Arial, Times New Roman, and many more.  In fact, Crystal Reports should support any True

Posted in Reports

Crystal Reports excludes time from Date-Time fields

In the Acctivate database, date fields such as EntryDate on a Sales Order and CreatedDate on a Customer record are stored in Date-Time format (1900-01-01 00:00:00). When including this information on a report in Crystal Reports, you may see Date-Time fields represented

Posted in Reports

Modifying an existing Microsoft Query in Excel

Microsoft Excel, when linked to an Acctivate database via ODBC, can be a useful tool to quickly return data from Acctivate. Acctivate QuickBooks Inventory Software was designed to automate, track, simplify and securely manage growing business needs all within the

Posted in Database, Reports

Including Pick Tickets/Pack Lists on the Service Order Window

By default, the Service Order screen does not have the option to print or email Pick Ticket or Pack Lists. If users frequently include inventoried items on Service Orders and need a way to pick these items, there are a few

Posted in Configuration, Reports
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