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…
Articles
Import a New Report
When receiving a new or modified report, customers will sometimes receive an .acctrpt file. This file type is specific to Acctivate and includes all the Configuration necessary to run the report from the moment it’s added to the Report Catalog. The…
Posted in Configuration, Reports
Set Printer Assignments with Acctivate Mobile WMS
If you want to set printer assignments for reports related to Acctivate Mobile WMS, you can do this by browsing to the main Mobile webpage on any web browser and browsing to SERVERNAME/ACCThandheld (where SERVERNAME is the name of the…
Invalid TLV Error Running Custom Report
Sometimes users can receive the error below when running custom reports: Invalid TLV record. \\SERVER\ACCTivateData\CustomReports\Order.rpt Application Module: Report, Subroutine: OpenReport, Source: Crystal Reports ActiveX Designer When running a Windows operating system, applications will share files, such as dlls. If an application modifies…
Posted in Reports
Acctivate Standard Report List
Acctivate comes pre-loaded with a list of default Crystal Reports that can be used to return data about your customers, inventory, orders and more. Below is a list of all default Acctivate reports, along with a brief description of what each…
Posted in Reports
Report Preview Loading Time
Acctivate utilizes the Crystal Reports Viewer when previewing or printing reports. If a default printer is assigned to the report in Configuration Manager, it may take several seconds to load a report in the preview window. This can be caused by the…
Posted in Configuration, Reports
Video: Setting up the Dashboard
In this training session, you will learn how to setup the dashboard which presents summarized information from your Acctivate company represented on a single window and can be setup to automatically refresh throughout the day. Dashboard Options (0:10) You can open…
Finding and Adjusting Products with Negative On Hand Quantity
Since Acctivate allows users to sell into the negative, occasionally it may be necessary to review your inventory to locate products that have a negative quantity on hand and correct them by making adjustments. This article will discuss how to…
Find all Inventory Receipts by Purchase Order Number
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…
Posted in Purchasing, Reports
Application Identifiers for Mobile Barcodes
In order to create a barcode font that you can use to scan in things like Product ID and Lot/Serial Number, you have to create a formula in Crystal Reports to designate the barcode as a “Product ID” and “Lot/Serial…
