Version 10.0 is a major milestone in the Acctivate release history.
Numerous enhancements have been made to refresh the user experience including a smoother, softer modern theme and four other major areas of improvement:
- Consolidated Header/Detail tabs for Sales and Purchase Orders
- New Process EDI function replaces separate EDI Manager
- Track & Trace function for Lot Numbers
- Support for Authorize.net Payment Gateway service
Version 10.0 (Build 4342) was generally available on December 10, 2015. Please read our update instructions or visit the Downloads page now.
Some of the improvements below were included in version 9.0.6, which was distributed as a hot fix to some customers and not a general release.
You can also watch our What’s New in Version 10 webinar.
Other key improvements include:
- Remember Business Alerts filter selections for each user
- Support for CYMA IV version 15
- Improvements to Custom Fields layout and sizing
- Improvements to the performance of find/lookup windows
- Ability to manage EDI Trading Partners in Configuration Management
- Process EDI transactions by discovery of files for trading partner(s) in mailbox folders
- Ability to process transactions for multiple EDI trading partners at one time
- Email Message Preview pane for selected messages in email lists
- New Send to Excel right-click menu on most data grids
- Support for Microsoft SQL Server 2014 editions
- Lot/Serial improvements: longer (40 characters), sorted by Exp Date for picking, negative assembly components,
- Support for Dolphin Windows Mobile devices
- Quick Quote has been renamed as Price Check
- Notes can be added to a completed Sales Order
- Authorize + Capture two-stage credit card processing for QBMS and Authorize.net
- Reference and Special Instructions for kit component sales order lines
- Improvements to scan product barcodes on Package Shipments window
- Simplified Synchronize with QuickBooks window
- Numerous improvements to Intacct integration and synchronization
- Ability to specify which warehouse(s) quantities are included in Availability for Web Store(s)
- Prompt to confirm when closing main Acctivate window
The full release notes are listed below:
| Component | Summary |
|---|---|
| Attachments | Ctrl + Shift + A opens Attachments not Business Activities as documented |
| Business Activity | “Customer location not found” message after merging Customer in QuickBooks |
| Business Activity | Business Activity displays incorrect contracts under Customer Location Related Item. |
| Business Alerts | Remember previously selected filters on Sales Order Mgmt tab of Business Alerts |
| Configuration | Update User Permission list to current terminology |
| Configuration | Remove legacy COGS Adjustment account in product class list |
| Configuration | Improvements to Company Info section of Configuration Management |
| Configuration | Manually typed GL Accounts in Warehouse section are not saved |
| Configuration | Run-Time Error ‘3001’ when adding a new unit of measure with an apostrophe |
| Configuration | Incorrect TAB sequence for Users section of Configuration Management |
| Configuration | Change FindOption() to use cached options from .Net |
| Configuration | Crash during Unit of Measure setup when change UOM |
| Configuration | Custom column order on Products tab of the Customer Window may not save after closing Acctivate |
| Configuration | Users with order permissions set to “view only” cannot view sales orders. |
| Configuration | User options are unsorted in config mgr |
| Configuration | Shipment user permissions may not reflect what users can and cannot do in the Packaging menu |
| Configuration | “Unable to connect to account:…” message may be received when testing connection with Avalara service |
| Create Company | “Object variable or With block variable not set” exception if Company Name is blank |
| Create Company | “Argument not optional” may occur when creating an Acctivate company from a CYMA 14 company |
| Custom Fields | Custom Fields spanning multiple columns may not be visible |
| Custom Fields | Order Detail Custom field popup box is not resizable |
| Customer | Customer lookup performance improvements for Customers with many invoices |
| Customer | ‘Referred By’ field on Customer Sales tab may be truncated when entering in a Customer:Job |
| Database Maintenance | Allow database backup warnings to be delayed, but not dismissed completely |
| Database Maintenance | INVTransactionDetail.POLineNumber is null for all rows |
| Database Maintenance | Database Backup reports success but no backup created |
| Database Maintenance | DBMaint crashes when duplicate tables/views exist under more than one owner. |
| EDI | Configuration Management for EDI, including system and trading partner options |
| EDI | Remove EDI log file, log exceptions to standard log file |
| EDI | EDI Manager gives “Not Responding” message while import log is displayed |
| EDI | Discover and process transactions for multiple EDI Trading Partners |
| EDI | Consolidate EDI functions into ACCTivate! Desktop (Deprecate EDI Manager) |
| EDI | EDI Ship To Warehouse default not being used |
| EDI | Unexpected import function error received during EDI order import |
| EDI | Errors received in EDI Manager aren’t written to the Log |
| EDI | UOM on EDI Warehouse Shipment (945) line should be optional |
| EDI | Could not find match for product error received when UPC listed on multiple products for EDI |
| EDI | Improve date handling for EDI 850, 945 |
| EDI | Include range of document numbers created by EDI on-screen |
| EDI | Warehouse Shipping Order (940) should include Scheduled Quantity Rather than Ordered Quantity |
| EDI | Prompt to re-export Sales Order 3PL warehouse lines after re-scheduling a sales order |
| EDI | Lines omitted from the Warehouse Shipping Advice (945) should set Scheduled quantity to zero. |
| EDI | Completed Sales Order lines should not be updated by Warehouse Shipment (945) |
| EDI | Workflow Status filter on Warehouse Shipping Order (940) EDI export |
| EDI | Warehouse Shipping Advice (945) should contain Carrier Billing Option field. |
| Preview pane to display email message details when a message is selected in email lists | |
| General | “File name or class name not found during Automation operation” error if grid layout files are missing |
| General | Add Send To Excel menu item to grid popup menus where possible |
| General | Fix crashes when MDI child window is closed while loading |
| General | “Object variable or With block variable not set” exception when attempting to create Business Activity |
| Import | Import product classes from Excel file using Import Data function |
| Import | The import balance adjustment should not have a field for locations. |
| Import | Expand Import fields for Product records to include Reserved quantity and Note |
| Import | Import product type from Excel for configuration |
| Import | Component Import ignores 0 qty variable components for Custom Kits |
| Import | Lot/Serial Import may add NULL warehouse |
| Import | Sales Order Import should give exception when customer is not found |
| Import | Product Prices import does not fail rows with bad Unit of Measure mapped |
| Import | Product Prices import for customer-specific prices may run slower than expected |
| Installation | Add support for Microsoft SQL Server 2014 |
| Installation | “Unexpected error connecting to SQL Server: Could not create SQLServer object: 80040154” error may be received when installing Acctivate |
| Installation | Support for CYMA 15 |
| Inventory | Track and Trace Report for Lot or Serial Number |
| Inventory | Sequence Lot/Serial numbers by Expiration Date first, then by lot/serial number |
| Inventory | Expanded Lot/Serial number from 25 to 40 characters |
| Inventory | Duplicate Warehouse Locations may exist in one warehouse with Multi Location Control enabled |
| Inventory | New Lot or Serial numbers created for components of negative assemblies do not appear on Product Information window |
| Inventory | Option to copy Lot/Serial attributes for new Inventory Receipt lines |
| Inventory | ‘Query TimeOut’ when creating a new count sheet containing many lot/serial-numbered items |
| Inventory | Inventory Transactions can be saved with a blank quantity if the grid is scrolled |
| Inventory | Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record. Error when opening the inventory count entry window after Product ID has changed. |
| Inventory | Able to post assembly with insufficient component lot quantity but sufficient Inventory quantity |
| Inventory | Unit cost may be negative on a negative receipt for serialized products |
| Inventory | Unable to select serial number on Sales Order window if the same serial number was entered for a different product |
| Inventory | Actual Quantity for Variable Components does not update when entering Assembly Quantity |
| Inventory | Option to include On PO quantity in Available quantity for each warehouse |
| Inventory | Inactive Warehouses may appear in the drop down list for new Inventory Issue Transactions |
| Inventory | After editing warehouse on detail lines of assembly session and saving, warehouse reverting back to original, without being in edit mode. |
| Inventory | Assemblies may use the default warehouse location instead of the location specified on the transaction |
| Inventory | “Lot / Serial number is required.” while trying to close Issues window |
| Inventory | “Invalid character value for cast specification” may occur when posting negative assembly |
| Job | Job Material Issues from Inventory window does not show session number |
| Landed Cost | Unable to Load Lot Numbered Products into Landed Cost Session – Multiple Step Operation Error |
| Lookup | Add configuration management setting to default vendor lookup by Address Name |
| Lookup | Selecting the last visible item in a Lookup Window may select the item below it |
| Lookup | “Operation cannot be performed while executing asynchronously” exception received on Product lookup |
| Lookup | Address Name not available for Purchase Order lookup |
| Lookup | Delay display of “Loading” label for a fraction of a second after a refresh |
| Lookup | Non-paging lookup should remember grid position each time it is loaded |
| Mobile | Support for barcode scanner on Dolphin devices running Windows Mobile |
| Mobile | “Server Error in ‘/ACCTHandheld’ Application” error may be received when downloading the Acctivate installer in Mobile. |
| Mobile | Mobile Inventory Count does not set Count Quantity to zero when option selected |
| Mobile | Unable to remove Serial Numbers entered on Inventory Transfer Document on mobile device |
| Mobile | Re-brand ACCTivate! Mobile as “Acctivate Mobile WMS” |
| Mobile | Unable to post an Assembly transaction for a lot/serial numbered Assembly product in mobile |
| Mobile | Request date will show a day before the order’s request date when using mobile picking |
| Mobile | Order may not show to pick if the order “Not after” date is today or tomorrow |
| Mobile | “Could not submit assemblies” message received saving and posting Mobile Assembly |
| Mobile | Unable to receive inventory lots into locations with Mobile. |
| Pricing | Allow user to open more than one Price Check (QuickQuote) window |
| Pricing | Customer Specific Price may override Contract Price |
| Product | Don’t allow modifications to Product Vendor tab for users without “Maintain” Product Vendor option |
| Purchasing | “Conversion from type ‘DBNull’ to type ‘String’ is not valid” when clicking Receive on PO toolbar |
| Purchasing | “Conversion from type ‘DBNull’ to type ‘String’ is not valid. PO_CheckTotals” received when saving Purchase Order |
| Purchasing | “Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record” may be returned when posting a PO receipt |
| Purchasing | Acctivate may block voiding of purchase invoice due to closing date, even though the cost has not changed |
| Quick Quote | Rename “Quick Quote” function to “Price Check” |
| Quick Quote | Inactive products can be used on a Quick Quote without Message popup |
| Reports | Selection Criteria drop-down incorrect for Product ID on Inventory Valuation report |
| Reports | CYMA users receive “Field name is not known” error when running standard InvAssembly.rpt report |
| Reports | Default Inventory Ledger Report may time out and fail to return data |
| Reports | Default Assembly Work Order report shows reversed Quantity and Yield values |
| Sales Order | Cannot add notes / reminders to a completed sales order or credit memo |
| Sales Order | Authorize a credit card prior to processing the sales order shipment or invoice |
| Sales Order | Consolidated Carrier and Service Type drop-down on Sales Quote and Order |
| Sales Order | Changing the warehouse on a sales order line with selected lot or serial numbers may cause inventory discrepancies |
| Sales Order | Inactive Marketing Codes still appear in drop-down on Sales Quotes and Orders |
| Sales Order | Support for Authorize.Net payment gateway (credit card processing) |
| Sales Order | Capture credit card authorization and create payment during Invoicing process |
| Sales Order | Display additional EDI information on a new “EDI” tab on the Sales Order window |
| Sales Order | Sales Quote detail grid is unlocked before pressing New (or Edit) on the toolbar |
| Sales Order | Bill of Lading has spelling and grammatical errors |
| Sales Order | “Report definition for ” not found” message when printing invoices not created in ACCTivate! |
| Sales Order | “Query timeout expired SELECT pp.Price…” error when creating invoices |
| Sales Order | Sales Category may not be set for kit components on Sales Orders. |
| Sales Order | Substitute button is not enabled when Substitutions popup window is displayed |
| Sales Order | Cannot filter by Warehouse on Substitutions popup window with keyboard |
| Sales Order | Sales Order performance improvements |
| Sales Order | Invoice reference field throws exception if more than 30 characters “Multiple-step operation generated errors. Check each status value.” |
| Sales Order | Ship Date filter on Print Pick Tickets may incorrectly exclude some orders |
| Sales Order | Tax amount may not be scheduled on Sales Orders after clicking “Use List” button |
| Sales Order | Sales Order grid may become unresponsive after deleting detail lines |
| Sales Order | Show message explaining that the customer on a sales order cannot be changed if there are associated invoices |
| Sales Order | Unable to click/tab out of type field unless line type selected after adding sales order line |
| Sales Order | “Recordset contains details that are not part of the same sales order” when cancelling a Service Order with a kit product |
| Sales Order | Add Special Instructions and Reference fields to Kit Components window from Sales Order |
| Sales Order | Improvements and clarifications to sales order window |
| Sales Order | Order Hold window asks for current user’s password |
| Sales Order | Selected numbers should be removed from the Select Lot Numbers list once selected |
| Sales Order Import | “Cannot set warehouse for sales order line…” message may be received when importing Sales Order lines for items that cannot have a warehouse |
| Sales Order Import | Import Sales Order may ignore imported line number |
| Sales Order Import | Warn when Web Order Number is blank on a line in sales order import |
| Sales Order Import | “Unknown property LineDiscountPct on object of type OrderLine…” error received when importing line order detail discount percent |
| Sales Tax | Order Total Amount for non-tax Sales Orders may be submitted to AvaTax as zero dollars |
| Sales Tax | Updating a Sales Order may excessively call GetTax function when using AvaTax Service |
| Sales Tax | Option to exclude sending $0 Sales Orders to be calculated by AvaTax |
| Sales Tax | Sales Tax is reported in QuickBooks using a “Tax Discrepancy” Other Charge Item for AvaTax calculated Invoices |
| Shipping | User Interface to configure Shipment and Cartons Weight Units for Packaging Manager |
| Shipping | Improvements to Package Shipments to better support USB barcode scanners |
| Shipping | Prepare shipments unexpected loop – (94:0x5E) Invalid use of Null, fShipmentPreparation:LoadShipmentCodeDefaults |
| Shipping | Carrier Billing Options do not work with Packaging Manager. |
| Synchronization | Simplified “Synchronize with Quickbooks” window |
| Synchronization | Include QuickBooks SDK 13.0 |
| Synchronization | Invoices created in Intacct after initial create company are not syncing to Acctivate |
| Synchronization | Duplicate journal entries may be created if inventory transactions are posted on different workstations at the same time |
| Synchronization | “Could not create SSL/TLS secure channel trying to sync” Inventory Journal to Intacct |
| Synchronization | “Index was outside the bounds of the array” received during Intacct manual sync |
| Synchronization | Add Customer Dimension to Item rows during Invoice sync for Intacct |
| Synchronization | Synchronization with Intacct may report “Could not delete invoice … Record with id not found” |
| Synchronization | “Object variable or With block variable not set” may occur during QuickBooks invoice synchronization |
| Synchronization | “There was an error when saving a Invoice. QuickBooks error message: Transaction amount must be positive.” maybe received when Quickbooks tax groups are used with deposits |
| Synchronization | “Item cannot be found in the collection …” may occur during synchronization with QuickBooks |
| User Interface | Prompt when closing Acctivate to confirm if the user wants to close the program |
| User Interface | Grid may not line up properly on Inventory Balance Adjustment window |
| User Interface | Refreshed Design of Login window |
| User Interface | Use latest QuickBooks green “QB” icon in Menus and Icon Bar |
| User Interface | Acctivate window scaling may be lost when saving inventory transaction |
| Web Store | Resize or Maximize the Web Store configuration / Sales Order Import window |
| Web Store | Import Credit Card Authorization Information from Web Store |
| Web Store | Improve error handling for BigCommerce |
| Web Store | Ability to specify which warehouse(s) are included in Inventory Availability updates for Web Stores |
| Web Store | Create scratchpad feature for designing web store xml value/table definitions |
| Web Store | Shopify order import tries to bring in the last order from the last sync. |
| Web Store | Web Store Warning “The field ‘inventory_level’ is invalid.” may Appear During BigCommerce V2 Inventory Export |
| Web Store | Add template option for importing bundles with original price |
| Web Store | Accept URL to web store front instead of to webservice for most web store types |
| Web Store | Shipping data not exporting to Amazon webstore |
| Web Store | BigCommerceV2 webstore sync hangs during downloading customer step. |
| Web Store | BigCommerce V2 may import new customers when a matching Customer is found in Acctivate |
| Web Store | Acctivate may ignore line discounts on Magento orders |
| Web Store | Add more XPath custom functions |
| Web Store | “Avalara returned an exception: An address is incomplete or invalid (Subdocument ‘order’)” when downloading BigCommerce V2 orders without an address. |
| Web Store | Importing Shipping Item in from Big Commerce V2 does not set “Freight” flag in tbOrderDetail. |
| Web Store | New Amazon templates should create one shipment record and record tax at the order header level by default |
| Web Store | “Encryption Key is not set in template options…” should be an informational message, not a warning |
| Web Store | Amazon.com may return “String was not recognized as a valid DateTime.” when attempting to import in orders |
| Web Store | “Non-taxable” Tax code for shipping product may be overridden with Customer tax code importing from an Amazon Webstore |