Articles

Embedding the Acctivate SQL Database Password in a Microsoft Excel Query

If you have created a Microsoft Query using an ODBC connection to the the Acctivate database and now you need to refresh the data but Excel is asking for a password.  This is because the Allow saving Password in your Microsoft

Posted in Uncategorized

Resize the window lookup grid height

From time to time, users may resize the grid in the lookup windows and would prefer to reset the grid back to the original height so they can view a larger quantity of the search results.  This can be accomplished

Posted in Uncategorized

Using Remote App with Acctivate

RemoteApp enables you to make programs that are accessed remotely through Remote Desktop Services appear as if they are running on the end user’s local computer. This application can be used to provide Acctivate to remote users as well. If

Posted in Database, Getting Started, Launch Acctivate, Uncategorized

“Only one sales order may be opened from the Product Detail Lines…” Message Explanation

While using Acctivate, you may have encountered the following message: This message is returned when you attempt to open more than one sales order from within the product window’s history tab. This block was set up in Acctivate version 7.0

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Batch Updating Workflow Statuses on Orders

With the introduction of the Order Manager in Acctivate 10.2, we’ve included the ability to batch update the workflow statuses of your orders. This eliminates the need to make individual changes to orders and saves users valuable time. For more

Posted in Uncategorized

Examples of Quick Filters in the Order Manager

Within the Order Manager window, users have the option to filter the views by additional conditions. These filters don’t last beyond the time that the Order Manager window is open, but they can be useful to narrow down the data

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Order Manager Quick Filters Are Not Saved

The main purpose for the Quick Filter is to give you the option to quickly sort your standard views to give you specific data that you may need at that moment. When using the Quick Filter feature in Order Manager, it

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Posting Invoice Automatically Changes Workflow Status

Starting in Acctivate version 10.2, the workflow status will be changed automatically on a Sales Order when an Invoice is released from that order. This article will cover the process of how the workflow status is changed, and how to set

Posted in Sales, Uncategorized

Booked vs Scheduled Order Status

A new sales order in Acctivate is required an Order Status. The Status of the order will affect how inventory is allocated as well as whether or not the order can be processed. Booked  The Booked order status allows you to

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Install SQL Server 2016 Express Edition

The Acctivate Server (New/Full) Install package includes SQL Server Express Edition.  However, there are times when you may need to install SQL Server Express for Acctivate separately.  Please follow the instructions below to install and configure SQL Server 2016 Express Edition for

Posted in Installation, Uncategorized
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