Articles

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 EDI 850 Customer Purchase Order is brought into Acctivate and Invoiced, the Invoice is automatically selected to be sent back to the partner as an EDI 810 Customer Invoice. If an order is created for an EDI partner

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

There is an invalid reference to QuickBooks Item “” in the Invoice line. may appear when syncing with Quickbooks

This sync error below may appear whenever trying to sync with Quickbooks. There is an invalid reference to QuickBooks Item “” in the Invoice line. may appear when syncing with Quickbooks Check the product class values for that invoice mentioned.

Posted in Sales

Process Credit Cards During Prepare Invoices

Starting in version 10.2, users are able to process credit cards in the Prepare Invoices window. This means that multiple invoices can be created in a batch, and credit card charges can also be processed in a batch. Acctivate has

Posted in Sales

Creating and posting assembly from the sales order window schedules the assembly item

Within 10.3, we’ve added the ability to create assemblies from the Sales Order window. One thing to note when using this feature is that after posting these assemblies that are in reference to the Sales order, the quantity posted will

Posted in Inventory, Sales
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