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QuickBooks Inventory Management Software

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Acctivate Version 11

Take a look at the new features that have been added in Acctivate version 11.

Version 11 (Build 5032) is generally available on March 25, 2020. Please read our update instructions or visit the Downloads page.

The full release notes are listed below:

Enhancements

Component Summary
Attachments Do not display SmartVault paper clip if not licensed for SmartVault
Business Activity Link an Inventory Count or Landed Cost session in Related Items list of a Business Activity
Business Activity “New Activity” button to create related Business Activity from Inventory transactions
Configuration Heat map to show warehouse location utilization
Configuration Branch and Warehouse lists in configuration can appear very jumbled
Create Company Allow resizing of the Create Company Wizard window
Create Company Improvements to Product Class mapping during Create Company wizard
Database Maintenance Warning with SQL Server Backup file contains more than 10 backup sets
Database Maintenance Add the Voided column to INVTransactionDetail
EDI Add “Open EDI Inbox Directory” button to EDI menu
Email Include CC and BCC addresses in Email Templates
Email Emails sent from Report Preview window should be linked to original document or transaction
General Update the window sizes when double-clicking the main window background
General Do not automatically maximize new window if windows are open that are not maximized
General Use shade of Acctivate Blue for alternating row color for data grids
General Adjust how elapsed times are displayed
Installation Install SQL Server 2017 Express during Acctivate Server (New) Install
Inventory Option to open an existing Assembly session in Mobile Assemblies
Inventory Prompt to allow posting Inventory Assemblies with insufficient component stock
Inventory Add Note field in Assembly Component grid
Inventory Unposted Inventory Transfers should reduce warehouse availability
Inventory ENTER should advance to next (or new) row in Inventory Adjustments, Balance Adjustments, Enter Count, Landed Cost
Inventory Warehouse Layout / Flow editor
Inventory Include transaction number in assembly errors.
Inventory Balance Adjustment doesn’t show two decimal places for Unit Cost
Inventory Display Qty Available for components on Inventory Assembly window and improve View Product shortcuts for assembly and component items
Landed Cost Warn users when posting a landed cost transaction in a closed period
Landed Cost The Landed Cost Load Items window should have the filter changed to Included unposted transactions.
Lookup PO Status should be included in the PO Lookup
Product Enter product IDs manually on Components tab for assemblies, kits and assortments
Product Remove Taxable field from products and transactions, leave in data views for reports
Purchasing Use a manually assigned PO number or change an existing PO number
Purchasing Drop Ship Purchase Order should pull requested date from sales order
Purchasing “Create Invoice” button visible on Purchase Invoice regardless of Saved state
Purchasing Update the PODetailInvoiceSummary and PODetailReceiptSummary to show foreign currency amounts
Purchasing PODetailInvoiceSummary Database View and Completed Purchase Analysis report should use the home currency
Purchasing Group print and email options separately when viewing Purchase Order forms
Purchasing Convert Status drop-down to a toolbar button on Enter Purchase Orders toolbar with Action… menu
Purchasing Single Purchase Order form (PO.RPT in Crystal Report) to be used for all PO Statuses
Reports Inventory Transaction reports prompt for “Transaction Date” in addition to existing “Created Date”
Reports Inventory Receipt report prompts should include option for PO Number
Reports Voided Inventory Transactions report
Reports Perform market basket analysis on recent Sales Orders
Reports Change the ProductWarehouseSummary View alias in InvOnHandLots.rpt to be ProductWarehouseSummary.
Reports New system parameters for Crystal Reports: ?_CompanyAddress and ?_CompanyNameAndAdddress
Reports CarrierAndService field in Orders and Invoice data views for reports
Sales Order Enter a new lot or serial number or a number from another warehouse on a credit memo
Sales Order Catch Weight pricing should use total weight quantity, not average weight per stock unit, to calculate amounts.
Sales Order “Copy as Quote” option to copy existing Sales Order as new Sales Quote
Sales Order Completed field in OrderDetailLot view to indicate if lot or serial number has been invoiced
Sales Order Copy custom field data when copying Quote or Sales Order
Sales Order Allow changes to some non-accounting fields on a Completed Sales Order
Sales Order Schedule (or Book) shortcut on Sales Quote window
Sales Order Void (Delete) button on Customer Invoice window
Sales Order Allow users to “Approve credit…” even when Sales Order is not in Edit mode
Sales Order Default Workflow Status for “Pack List printed”
Sales Order Compute shortest route for pick tickets and mobile picking
Sales Order Include ‘N Days’ operator in Order Manager configuration.
Sales Order Switch to “Create Invoice” verbiage for “Invoice Order” and “Prepare Invoices” windows
Sales Order Add support for Picklists
Sales Order Numerous updates to Kit Components window: Available and Required in the list, blue highlighting items “On PO”, Expand/Collapse All, don’t truncate lengthy reference codes, and don’t refresh list after each edit
Sales Order Ability to quickly see which components are variable on the Sales Order Components view.
Sales Order Increase the size of the description field within the component selection window for custom kits
Sales Order Move New Activity button on sales order into Create… list on sales order.
Sales Order Add a “Next Action” button along with an “Action” drop down on the sales order toolbar
Sales Order Constrain Workflow Status list based on Sales Order Status
Sales Order Import Sales Order Import Significantly Slower on 10.3 SP7 for Larger Databases
Shipping Print button for Shipment / Carton on Package Shipments window
Shipping Improved navigation between Cartons in Shipment Packaging
Shipping Shipping Workstation Integration with ShipStation API
Shipping Standard Carton Label for Packaging Manager
Shipping Automatically run shipping workstation sync (import packages) in the background
Shipping Print a Pack List for Shipment or select Carton in Package Manager
Synchronization Include Acctivate sales order number and tracking numbers on invoice in QuickBooks
Synchronization Sync with QuickBooks may fail with an “Unexpected error” during “Check company configuration” stage
Synchronization Memo on the line of a Vendor Bill in QuickBooks should be the PO number instead of the product description.
User Interface Remove cell borders from data entry and read-only grids
User Interface Create read-only data presentation screens
User Interface Add tab bar to navigate between MDI child windows when maximized
User Interface Collapsible Left Menus to launch new read-only, presentation windows in Acctivate
Web Store Use Shopify JSON API for Payment Details as they are no longer in Orders API
Web Store Warn if Shopify Store URL may be incorrect

Bug fixes

Component Summary
Business Activity Business Activities can be created from Customer record even when Business Activity License is not found
Business Alerts “Clear” Function In Business Alerts > Reorders Does Not Clean tbProductWarehouse.ReorderQty
Business Alerts DataTable must be set prior to using DataView, received on assemblies tab of business alerts
Configuration Report Catalog displays the ‘JobMgmt sub catalog in QuickBooks edition
Configuration Clicking save after changing a unit of measure name in Configuration Manager doesn’t save changes
Configuration Report Permission Group disappears after changing in Configuration Manager
Configuration Mobile still does not include orders that fall in the number of days set by “Days before ‘don’t ship before date’ to start picking” if Not before date is checked
Create Company Create Company may not set Minimum and Maximum stocking qty correctly.
Customer “Parameter object is improperly defined.” may be received when adding contacts to a customer
Customer Lookup results grid doesn’t prefer matches in ID/Name field ahead of other fields
Customer Referred By value for a customer in the Sales tab cannot be deleted
Customer Previously opened AR_Customer.EMailAddress is used on new customers in CYMA
Customer “Row cannot be located for updating” error when designating another Customer Ship-to Location as Preferred
Database Maintenance SSL Security error when connecting to SQL Server and TLS 1.0 is disabled on server
Database Maintenance Identify and warn when Custom Triggers exist on standard Acctivate tables
Database Maintenance Add “Database Name” to Database Info window to allow changes to Company ID without changing Database Name
Database Maintenance Query timeout expired may occur if the SQL database AUTO_CLOSE option is enabled
Database Maintenance “An error occurred in the Microsoft .NET Framework while trying to load assembly id 65536.” may occur when starting Acctivate
EDI Block allowing %TIMESTAMP% on incoming Mailbox Files Mask
EDI Support for adding the Shipment Code Carton for EDI Transactions
EDI Option To Set Price Unit To Match Sales Unit On 850
EDI Old $0.00 invoices and credits may be exported to EDI trading partners after upgrading to 10.3 sp7
Email Emailing from the Acctivate Report Preview may prompt to Save message after sending
Email Cc Bcc Email fields to not clear after changing email template with the Replace option
Email Exception “Multiple-step operation generated errors” when the SMTP email server is too long
General Preferred vendor is blank on Inventory Management tab, but exists in the Product window
Help Legacy “What’s New – Tip” pop-up windows may appear for new users
Help Pressing F1 doesn’t display help in Configuration Manager
Import Acctivate may allow multiple preferred vendors for a single product when imported if Vendor Product ID is unique
Import “Updated ID in existing vend prod record” should default to Yes
Import Customer import requires that custom checkbox fields be mapped with a value
Import Transfer import has no validation and allows users to create ‘New’ lot numbers through an inventory transfer
Import “Guid should contain 32 digits …” importing inventory receipts from spreadheet
Installation Support for CYMA 19
Inventory Unable to create inventory adjustment for Special Order Only item
Inventory Able to transfer more than on hand quantity for lot numbered item
Inventory Splitting an assembly transaction created from a sales order does not link the new transaction to the original order.
Inventory Unable to change product InventoryControlType if product has Voided transactions.
Inventory The unit cost on a receipt may be rounded to fewer places than the “Max decimals for unit cost calculations” setting
Inventory Pressing ENTER or a barcode scan should move to the next line instead of adding a carriage return for Inventory transactions
Inventory Inventory transfer between locations using the wrong From location list
Inventory Warehouse Location may not appear for Transfers if Multiple-Location is disabled
Inventory “Lot / Serial number “###” not found” when saving an adjustment with lot/serial numbers
Inventory Unable to enter amount on Inventory Receipt if Unit Cost = 0
Inventory Track and Trace quantity signs should be reversed for sales orders and credit memos
Inventory Track and Trace email option uses wrong Acctivate icon.
Inventory Assemblies allows changing Expiration Date when not in edit mode
Inventory Receiving serial numbered product on PO may hang if qty is non-integral
Inventory “Execution Timeout Expired” may occur when importing product list with initial balance
Inventory Could not post count due to missing locations on lines that had no quantity entered
Lookup Product Class filter on product lookup may revert to system default
Lookup “Incorrect syntax near the keyword ‘FROM'” when choosing OrderBy “To Warehouse” in Inventory Lookup
Mobile Saving mobile counts will erase existing expiration dates for any serial numbers counted
Mobile For blind Mobile Count, location is blanked in the inventory count sheet if left blank
Product WIP column does not appear when adding components to variable build not listed on components tab
Product On Hand quantity may display in the Product Lookup for a non-inventoried product when cost method is standard
Product Actual Cost may be used for non Lot/Serial controlled products when Actual Cost is set as default.
Product Sales Tax Code should not be required on Product Information window
Product Kit products are able to have a control type of Lot Numbered or Serial Numbered
Product “Cannot change control type…” errors in endless loop
Product Unable To “Restore Settings” In Product Component Tab
Purchasing Repeated “Cannot change Product ID after posting an Inventory Receipt” message on Purchase Order line
Purchasing Amount paid will reflect the Discount Amount on Invoices tab of Purchase Order window prior to Sync with QuickBooks
Purchasing Users able to Receive a PO with a Status of Pending Approval
Purchasing Prompted twice about inactive product status on Purchase Order when utilizing Vendor Product ID
Purchasing Cannot use the Delete key on the keyboard to remove an ordered line on a Drop Ship Purchase Order
Purchasing Restore Settings for Purchase Order detail grid doesn’t work
Purchasing Gain/Loss Adjustment for Standard Cost items not Deleted from QuickBooks after Voiding PO Invoice
Purchasing “Item cannot be found in the collection” error when clicking Custom Line Fields button
Purchasing GL Expense Account removed after Edit / Save on Drop Ship PO
Purchasing Voiding And Recreating PO Invoice Doubles Approved Price
Purchasing Unable to “Restore Settings” on the Purchase Order Invoices tab
Quick Quote Quick Quote does not support Customer Contract pricing
Reports Primary Location Restocking report calculates incorrectly.
Reports Remove legacy, unused “Inventory Balancing Entries” report
Reports Crystal Reports Viewer 13.0.19.2313 splitting words when word wrapping
Reports Receive “String reference not set to an instance of a String. Parameter name: s” when printing reports.
Reports Report definition not found error received adding selection prompts to new report prior to saving
Sales Order Hide unused Note field on Invoices tab of Sales Order window doesn’t work
Sales Order Creating a Sales Order from a Business Activity may set the incorrect InvoiceFormat
Sales Order Multiple-step operation generated errors received when invoicing non-standard lines longer than 30 characters
Sales Order Cannot update Workflow Status on Sales Order window for Completed order
Sales Order Add default workflow status for booked orders
Sales Order Receive exception using order manager to reschedule in bulk: Cannot change scheduled qty on top-level line of assortment
Sales Order Unable to change Product on Sales Order detail line
Sales Order Kit Components list on Sales Order is re-expanded anytime the components are added/deleted/updated
Sales Order Filtering Order manager by date fields doesn’t prevent incompatible data
Sales Order PO field on the Sales Order is reviewed even if the order is Canceled
Sales Order Acctivate Caught In Endless Loop When Out Of Invoice Numbers
Sales Order Credit hold does not block printing of certain forms from Action menu in Order Manager or Sales Order.
Sales Order Catch Weight pricing should use total weight quantity, not average weight per stock unit, to calculate amounts.
Sales Order Import “”filename” could not be loaded” may occur during sales order import from text file
Sales Order Import Sales Order Import Significantly Slower on 10.3 SP7 for Larger Databases
Shipping “Line has been packaged and cannot be deleted” message shows when attempting to delete a product for a sales order that has previously been packaged in Packaging Manager and the shipment status is cancelled.
Shipping Carrier Service field in tbOrderPackagesText limit should be increased to 50 characters
Synchronization Sync with QuickBooks may fail with an “Unexpected error” during “Check company configuration” stage
Synchronization Warning that SalespersonInfo will be re-synchronized each time sync runs
Synchronization Error when syncing payments “This Merchant Account Services transaction must have an Authorization Code” if CCAuthorizationCode is blank
User Interface Cannot use the CTRL Tab shortcut to swap between windows if the order manager window is open
User Interface Product Information window Inventory tab does not display column headers correctly
User Interface Some tab panels have a darker gray background color
Web Store Warning “Cannot set warehouse because line is not standard or special order or the product is not standard cost (Subdocument ‘order’ Line #1 Table ‘SalesOrderDetail’ Column ‘WarehouseID’ Original Value ” Converted Value ‘AMZN’)” Received for Drop Ship Only item sold on Amazon
Web Store Increasing the Xpath size from 100 characters to 1024 characters
Web Store Set “notifycustomer”: to true in the Shopify webstore API template
Web Store Voiding or canceling a transaction does not update the timestamp on the ProductAvailabilityByTemplate view
Web Store Shopify: Not Found error stops the webstore sync
Web Store a:StrReplace() Xpath function should return String not Boolean
Web Store Replace Xsl with our own xml transformer
Web Store Error when using single quote (‘) in webstore XML data
Web Store Contents of Web Store Sync window doesn’t resize properly after More Options button clicked
Web Store Run-time error ‘6’: Overflow message if the Web Store Sync window is too large
Web Store Magento Export Shipment sends Ordered Quantity even when the option to send Shipped Quantity is selected.
Web Store Shopify write inventory permissions need to be updated and added for new webstore connections
Web Store Ebay inventory update should send a quantity of 0 when Acctivate availability is negative.
Web Store Unable to sync inventory availability to Big Commerce V2 for Variant SKUs
Web Store Update Shopify template to replace page-based pagination with cursor-based pagination
Web Store Don’t export shipments having no items for web stores that expect an item list

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11.0 Release History
 •  Version 11.0
 •  Version 11 sp1
 •  Version 11 sp2
 •  Version 11 sp3
 •  Version 11 sp4
 •  Version 11 sp5
 •  Version 11 sp6
 •  Version 11 sp7
 •  Version 11 sp8
   

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