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 |
| Include CC and BCC addresses in Email Templates | |
| 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 |
| Emailing from the Acctivate Report Preview may prompt to Save message after sending | |
| Cc Bcc Email fields to not clear after changing email template with the Replace option | |
| 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 |