Creating and Tracking Customer Core Charges

Some customers have the need to track customer core charges. A Core is usually some fee or additional charge that may be refunded to the customer when something is returned, it is very similar to a Customer Deposit, and could be

Posted in Customer, Sales

“Could not get credit card authorization response” when invoicing with discount lines

A popular method for adding a discount to a Sales Order is to add a line on the order which has a negative amount. Typically, this is a C line on the Sales Order, and very well may use an

Posted in Sales

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

Adding new assembly workflow statuses

Acctivate gives the user the ability to modify not only the workflow for sales orders, but also on Assemblies as well. If you need to add a new assembly workflow status, you can do that by going to File >

Posted in Inventory, Sales

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Create Assembly From Sales Order

Starting in Acctivate version 10.3, users are able to create Assembly sessions directly from open Sales Orders. This will allow Assembly sessions to be created for any Assembly product with a backordered quantity on an open order. This article will

Posted in Inventory, Sales

Create Assembly Sessions From Order Manager

Starting in Acctivate version 10.3, users are able to create Assembly Build sessions from Order Manager for Backordered quantities on open Sales Orders. This article will show how this can be done in Acctivate. In the screenshot below, we can

Posted in Inventory, Order Manager, Sales

Send Non-EDI Invoices To Trading Partner

When an 850 order is brought into Acctivate and Invoiced, the Invoice is automatically selected to be sent back to the partner in an 810 file. If an order is created for an EDI partner in Acctivate manually (without an

Posted in Configuration, EDI, Sales

Apply Existing Customer Credits At The Time Of Invoicing

Starting in Acctivate version 10.3, users are able to relate unapplied Credits/Payments to Invoices at the time of invoicing. If a Customer has an available Credit or unapplied Payment, it can be applied to the Invoice in the Invoice Order

Posted in Customer, Sales

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
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