Acctivate Version 11

Version 11.3

Android Inventory transfers, improved and uncluttered Customer and Product List windows, add support for transferring EDI files using SFTP

11.3 sp2

Version 11.3 sp2 was generally available on December 14, 2022 (Build 6332)

⭐ = Features and improvements

Inventory Assembly

Fix the error "Conversion failed when converting from a character string to uniqueidentifier." that would occur when posting an assembly session created from a sales order for a lot/serial controlled product. The error would occur when the assembly product did not have a location assigned in the Enter Assembly window.
Fix issue where the component location drop-down menu in the Enter Assemblies window may not display locations for the current component warehouse.

Mobile

When picking sales orders using Acctivate WMS, show the quantity to pick in the sales order unit rather than the stocking unit.
Make changes to the Acctivate Android app in order to prevent app crashes with the error "android.runtime.JavaProxyThrowable: System.ObjectDisposedException: Cannot access a disposed object."
Add support for newer Symbol scanners in order to fix an issue where scanning a barcode on an Android Zebra device may result in the scanned data populating the wrong field.
Fix issue where a lot or serial number's attributes (expiration date, reference, specification) would be overwritten when scanning or using the lookup to select the lot/serial number for a Picklist.

Reports

When exporting a .acctrpt file, handle the formatting of line breaks in the report description so that when the .acctrpt file is imported into Acctivate the description retains its original format. This fixes the exception error "The process cannot access the file 'Report.ini' because it is being used by another process." that would occur when importing a .acctrpt file with line breaks.

Sales Order

When a credit card is declined or fails to process during the invoice creation process, the shipping charged entered in the Create Invoice window will be removed from the sales order. This fixes an issue where the shipping charge is added to the order each time an invoice is attempted to be created.

Sales Order Import

Fix error "Conversion from string '' to type 'Decimal' is not valid." that occurs when importing in a sales order with a lot/serial number, but a lot/serial quantity is not mapped. When importing lot/serial numbers with a sales order, the lot/serial quantity should be mapped. If left unmapped the lot/serial quantity will default to 0.
Fix scenario that led to the message "Field '...' could not be found in source file..." when attempting to use a saved Sales Order Import template that contained two data source files.

Synchronization

Increase the record limits for several types of records queried during the QuickBooks sync. This prevents an Overflow exception error from occurring on lists with many records.
Workaround the QuickBooks sync error "The version of QBXML that was requested is not supported or is unknown." by using the max QBXML version that is supported by both Acctivate and the QuickBooks SDK.

Web Store

If there are multiple product/variant IDs associated with one particular BigCommerce SKU, export inventory availability for all of the product/variant IDs associated with the SKU. This fixes an issue where only a BigCommerce product or variant, but not both, would have their availability updated.
New and existing ChannelAdvisor web store connections will subtract canceled quantities from ordered quantities so that imported orders only include the quantity that needs to be fulfilled. ChannelAdvisor web store connections will also filter out sales orders that have been canceled as well as open sales orders where all the line items have been canceled.
Fix the sync error "woocommerce_rest_product_invalid_id" that would occur when exporting inventory to a WooCommerce web store.

11.3 sp1

Version 11.3 sp1 was generally available on October 11, 2022 (Build 6324)

Configuration

Fix "Violation of PRIMARY KEY constraint 'CarrierService_PrimaryKey'" error that may occur when adding or editing a carrier service record in the Configuration Manager.

Data Presentation

⭐ On data presentation screens, when right-clicking on a hyperlink that opens a browser window, show a Copy menu item that will copy the link text to the clipboard.

EDI

When generating the 810 EDI Invoice transaction file, include the carrier / SCAC value from the last associated shipment. This fixes an issue where 810 included the carrier the order, which may not correspond to the tracking numbers included on the 810. The sales order in Acctivate will retain the original Ship Via, Carrier, and Carrier Service information.

Import

Fix the product import error "Cost Method must be None (blank) or Standard for..." that would occur when using the import to change a product's item type from an inventoried type to a non inventoried type (i.e., Kit, Drop Ship Only, Labor, Shipping).
When attempting to import sales orders using the Sales Order Import, if the source file doesn't match the import template mapping, the message "Check that the mapping for this import matches with the field names in the import file." will be displayed rather than the "No value given for one or more required parameters" message.

Inventory Assembly

Fix the error "Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record." that may occur when saving an assembly transaction.
Fix an issue where a component added to a custom/process assembly session may disappear if a component note was added before saving.

Mobile

⭐ When a product is configured as catch weight priced, but the price unit is overridden to match the sales unit, the lot/serial weight can now be entered in Android order picking. This allows the weight to be referenced on sales forms.
Fix the exception error "Invalid value for Sql parameter." that occurs when opening the product browse button on Windows Mobile.
Fix issue where the Android transfer module ignored the "Validate SSL certificates" configuration setting.
Implement a change to prevent the "Page must not already have a parent." error that may occur when using Acctivate on Android devices.
When using Acctivate Mobile on Android, if the mobile order picking option "New line for each lot number scan" is turned off, then increment the quantity for a lot number when scanning the same lot number again on the lot screen and in the lot list screen, instead of creating a new lot # line for each scan.
In the lot/serial number window of Order Picking in Windows Mobile, when a lot # barcode is scanned, create a new line instead of incrementing existing line if "New line for each lot number scan" option is enabled.

Payment

Block edits to the payment information on the Transactions tab of the Customer Invoice window.

Product

Prevent product price rows from being created without a price in the Edit Product window.
Fix the exception error "Object reference not set to an instance of an object" that would occur if an inventoried product was created without a warehouse.
Fix the error "Cannot cast DBNull.Value to type 'System.Decimal'. Please use a nullable type." that would occur when opening the Product List window for certain products.

Purchasing

Fix an issue where the vendor name on the title bar of the Enter Purchase Order window would show the previous vendor after looking up and opening a PO for a different vendor.

Reports

Fix a report design issue in the CYMA report Invoices by Customer (located in Reports > Customer Information> Invoices) that caused some invoices to appear more than once.
Restructure the Minimum Stock Level Analysis by Product report (located in Reports > Inventory Management> Analysis), to calculate the usage and generate a suggested minimum stocking level for each warehouse that an inventoried product is stocked in.

Sales Order

⭐ Change the Ship Via, Carrier, and Carrier Service filters to accept a list value or text value in the Order Manager's Filter Editor.
⭐ Allow resizing columns in the Enter Sales Order's kit components window. The column widths will revert to their defaults when the window is closed.
⭐ Change certain Order Manager filters to include list values rather than accept a text input. I.e., display the user list for the Entered By filter, hold status list, and True or False for Pick Ticket Printed, Printed, and the Shipping Document Printed filters.
Change the length of the contact fields to match the length of the database fields. This fixes an issue where lengthy text could be entered in a contact field, such as the Phone field, but would get truncated when saving.
When posting a lot or serial controlled assembly session that was created from the Enter Sales Order window, the location assigned to the assembly product in the Enter Assemblies window will now carry over to the lot/serial window of the sales order line.
Add "Import" to the list of Origin Types found in the Order Manager. The origin type "Import" designates that the order was imported using the Sales Order Import utility.
Display the workflow status description for Booked orders, rather than just "Booked Order".
Fix the "Deleted row information cannot be accessed through the row." error that would occur when converting a sales quote to a sales order.
When converting a Booked order to a Scheduled order, set the order's workflow status to the default Scheduled workflow status defined in the Order Options section of the Configuration Manager. If nothing is set there, then set the workflow status to "Ready to Pick".
When posting a lot or serial controlled inventory receipt that was created for a Special Order PO, the location assigned to the lot/serial's receipt line will now carry over to the lot/serial window of the sales order line.
Warehouse documents (picking and shipping reports, such as a pick ticket) emailed from a sales order use the order's Branch email address as the "To" address. When batch emailing warehouse documents from the Sales Order Manager, don't check if the order has a contact email since it's not used. Instead, check if the Branch has an email address.
Fix bug where voiding a credit memo and then recreating it would allow the credit to remain applied to the invoice it was previously applied to, but also show as available to apply to new invoices. Now, when voiding a credit, it will no longer be linked to the original invoice.
In the CYMA edition of Acctivate, populate the Ship Attention field in the Enter Sales Order window with the customer's Ship Attention, rather than the Ship To Description. When creating an 810 (invoice) EDI transaction file, populate the Ship to Name (H row, position 9) with the Ship To Description.
Limit the minimum width that the Picklist window can be minimized to in order to prevent the error "Error Code: 5:0x00000005, Invalid procedure call or argument" from occurring.
Remove the "Pick Pending" workflow status option from the Enter Sales Order's Action menu. It was never an option in the Order Manager and the Pick Pending workflow status is a system status that is assigned when a picklist has been created, but picking hasn't started yet.
Change the tooltip for the the Create Credit button in the Enter Credit window to read as "Create Credit" rather than "Create Invoice".

Sales Order Import

⭐ Add support for mapping a sales order line's warehouse location in the Import Sales Order utility. The location must be a valid location for the warehouse assigned to the sales order line.

Shipping

⭐ If Ship To Address Line 1 in Acctivate matches the Company in the Enter Customer window or the Ship To Attention field then don't send line 1 to ShipStation. If it's different, send line 1 to ShipStation's Address Line 1 field.
When importing package information from an integrated shipping workstation software, update the shipment record in Acctivate to reflect the carrier service that was used, if different.
Add support for using the Enter key in the Shipment field of the Package Shipments window. This resembles the behavior in other windows and allows for the use of a USB scanner configured to append the scan with a carriage return/Line Feed.
Fix bug where insured shipments imported from ShipStation are not indicated as insured in Acctivate.
Fix bug where shipments voided in ShipStation are not voided in Acctivate.

Web Store

Fix "Cannot insert duplicate key row in object 'dbo.tbCustomerShip'" error that may occur when importing in a web order with a space in the Location ID.
Fix "Cannot insert duplicate key row in object 'dbo.tbCustomerContact'" error that may occur when importing in a web order with a space in the Contact ID.
Fix a bug where the "Export Carrier when exporting shipments" for the BigCommerceV2 template was not sending a carrier. Carrier values will be sent, but must match the values expected by Big Commerce.
Use "https" to access the web service when using the "3dcart (legacy)" web store connector.

11.3

Version 11.3 was made generally available on August 23, 2022 (Build 6317)

Business Activity

⭐ Add RelatedItemType to the BusinessActivityRelatedItems data view. RelatedItemType provides a description of the type of related item, e.g., Customer, Product, Vendor, etc.
Include the Track and Trace session number in the RelatedItem field of the BusinessActivityRelatedItems data view.
Fix a bug where editing and saving a Business Activity may cause the tax code for time and material entries to change. When the Primary Related Item of an Activity is changed to a customer, inform the user when the tax code of the time and materials will be changed to match the new customer's tax code.

Create Company

⭐ During the create company import from a QuickBooks Desktop company with Advanced Inventory, import the Barcode field data as the UPC.

Customer

⭐ When the credit evaluation option "Zero limit indicates no pre-approved credit" is enabled and a customer has a "0.00" credit limit, display the text "No Credit" rather than "Over Limit".
⭐ Add an Account tab to the Customer List which includes the primary customer information.
Fix the "Invalid column name 'TimeCreated'." error that occurs when opening the Customer List in CYMA edition.

Data Presentation

⭐ In the Product List, if a discrepancy between the location availability and warehouse availability exists, display an info icon with more information explaining the difference (open transactions may not have a location assigned yet).
⭐ Add the ability to filter on custom fields in the List windows (e.g., Customer List, Sales List, etc.)
In the Product List, show multi-line product descriptions as a single line.
When syncing changes from QuickBooks, the sync will set the updated by user as "QB". This will affect how the "updated" information is displayed in the sidebar of the List windows; e.g., "Updated 6 days ago by QB".
Fix the "Invalid object name 'tbCustomer'." error that occurs when trying to access the Sales List in CYMA edition.

EDI

⭐ Add support for exchanging EDI transaction files using Secure File Transfer Protocol (SFTP)

General

⭐ Exception logs older than one year will be deleted automatically.

Installation

⭐ Log files will now be written to "C:\ProgramData\Alterity\Acctivate\Log" on each workstation.
In new installs or new database sources the CYMA edition of Acctivate, use the local data paths of the server rather than defaulting to UNC paths when workstations connect.

Inventory

Lot/serial locations selected on Picklists will now affect the LotSerialLocation data view.

Mobile

⭐ Add Inventory Transfers module to the Acctivate Android app.
⭐ Add support for Honeywell barcode scanners supported by the Honeywell Mobility SDK for Android.
⭐ Add support for scanning ITF-14 (Code 2 of 5) barcodes on Zebra Android devices.
In Android mobile, when scanning a product barcode for a lot/serial product, open the lot/serial details screen to allow scanning a lot/serial barcode or let the user add a lot/serial number using the touch interface.
Fix a bug where the location of a lot/serial number was not defaulting after scanning a lot/serial number in Android Mobile. Now, if the scanned lot/serial number exists in the primary warehouse location, that location will be used. If the scanned lot/serial does not exist in that location, then the last location the lot/serial was received into and has on hand quantity will be used.
In the Android Order Picking module, hide inactive branches from the filter list.
Prevent submitting the same inventory receipt multiple times on Android mobile.
Make changes to the mobile web service to improve security and eliminate potential SQL injection vulnerabilities.
Fix a bug in Acctivate Mobile where searching for a date in a lookup window may not return any matching results.
Fix a bug where the location of a lot/serial number was not defaulting after scanning a lot/serial number in Windows Mobile. Now, if the scanned lot/serial number exists in the primary warehouse location, that location will be used. If the scanned lot/serial does not exist in that location, then the last location the lot/serial was received in will be used.
Add support for the "Repeat lot/serial attributes on receipts" inventory option in Acctivate Mobile on Android.
Fix the "Cannot access a disposed object" exception that occurs after deleting receipt detail line on Acctivate Mobile for Android.
Process operations in the sequence they occur when a user attempts to scan barcode and tap an onscreen button at the same time in Acctivate Mobile fo Android.
In Android picking, add the guidance text "No lot or serial numbers. Scan a lot or serial barcode, or press the add button to manually add one." to the space where the lot/serial numbers will be displayed if there are none selected.
Fix bug where scanning a lot/serial number on the Add Lot screen of the Android mobile receipt module would set the lot/serial quantity to 2 instead of 1.
Fix bug that caused some picklist pages of Android mobile to become non-responsive after using the device's back button.

Payment

⭐ Voided payments will display the "Voided" text in red in the Customer Timeline. The Payment List window will no longer show the invoice column headers for payments that are voided or not applied.
⭐ In the Enter Payment window, only show the Branch and Accounts Receivable filter if there are more than one for the customer's open invoices. Add a customer PO column that will appear if any of the invoices have a customer PO. Also, add a "Add discounts" checkbox that allows for showing or hiding the discount amount and discount GL account. Show the invoice's balance before and after the current payment.
Ignore any modifier key presses (i.e., Win, Ctrl, Alt, or Shift) when the cursor is in the Customer field of the Enter Payment window so that the warning message "Customer may not be changed while editing a payment." doesn't appear.

Product

⭐ Update the layout of the Inventory tab in the Product List.
⭐ Add a Product tab to the Product List which includes the primary product information.
⭐ The selected analysis period on the Insights tab of the Product window will be remembered as a company-wide setting.
Fix the error "A form can't be moved or sized while minimized or maximized" that would occur when double clicking the Product icon on the Acctivate toolbar while Acctivate and the Edit Product window was maximized.

Purchasing

⭐ Negative outstanding quantities on a vendor purchase order (vendor returns) will reduce product availability. A new field, QuantityOnReturn, has been added to the ProductWarehouseSummary and POOnOrder data views and represents the outstanding return quantity.
⭐ Vendor Bills entered in QuickBooks will appear labeled as "Vendor Bill" in the vendor's Timeline, while purchase order invoices entered in Acctivate will be labeled as "Purchase Invoice". The details of a vendor bill are are not visible in Acctivate, so the detail headers will not be shown.
Fix the error "A form can't be moved or sized while minimized or maximized" that would occur when opening the PO detail's Custom Fields window after it had been previously opened and closed as a maximized window.
Change the "Product Supplier Information" window title to "Product Vendor Information".

Reports

⭐ Add Location Barcode Label to report catalog (Reports > Inventory Management > Warehouse > Location Barcode Label). Prints a barcode containing the "99" Application Identifier for use with Acctivate Mobile.
⭐ Update the Business Activity report. Also, change report descriptions for Business Activity reports to use the term "Business Activity" instead "Issue".
Add a report description to the Market Basket Analysis report.
Update the Inventory Reorder report to include unposted transfers and return POs when calculating the suggested reorder quantity.

Sales Order

⭐ Allow selecting and copying of the tracking number on the Packages tab of the Enter Sales Order window.
Make changes to how the layout of the Enter Sales Order window footer is generated to prevent issues with misalignments and unrelated text being displayed.
Fix bug that caused product quantities in the Assortment window to change if scrolling in the assortment window was required. Also fix issue where the assortment scroll bar may become unresponsive.
Add check to see if any open picklists exist when invoicing from the Enter Sales Order window or from the Order Manager window.
Sort the Payment Method list by the payment method name in the Enter Sales Order and Create Invoice windows.

Synchronization

Sync and display the balance of vendor Bill Credit transactions from QuickBooks

User Interface

⭐ Reorganize the Help menu to be more intuitive.

Web Store

⭐ Add support for redaction of Amazon orders that have been completed or canceled for 30 days. Eligible orders will be redacted in batches of no more than 100 at a time per web store sync.
Make improvements to the web store shipment queries to prevent "Execution Timeout Expired." errors during a web store shipment export.

Version 11.2

Support for eCheck processing through QuickBooks Payments, Synchronization of Payment Types from QuickBooks, Improved Timelines, mapping to ShipStation custom fields, import all ship-to address during create company, process data redaction requests from eBay and Shopify.

11.2 sp3

Version 11.2 sp3 was made generally available on July 20, 2022 (Build 6232)

Business Activity

Fix a bug where the Business Activity window wouldn't load if the Business Activity had an External Link related item that was not assigned an icon.

Business Alerts

Products which are active, but discontinued, will no longer be included in the Reorders tab of the Business Alerts window.
Fix bug where the recommended reorder quantity (Rec Qty) of the Reorders tab in the Business Alerts window may not calculate correctly if the "Include quantities on POs in available quantity" option was enabled.
Discontinued assembly products will not appear in the Assemblies tab of the Business Alerts unless they are on an open sales order. Adding a discontinued product to a sales order will continue to result in a popup notification that the product is discontinued.

Configuration

Fix the error "The expression contains an invalid string contains..." that may occur if a unit of measure exists with a single quote (e.g., "10'").

Customer

The calculation used to display a customer's Balance and Sales Summary in the Customer List incorrectly included voided credit invoices. Voided credit invoices are now excluded.
Sort Timeline entries in the Customer window based on the record's date and time.

General

⭐ Add support for Actian Zen 15 with the CYMA edition of Acctivate.
⭐ Add support for CYMA 22

Installation

If QBFC 14 is installed, attempt to install the QBFC 15 component required for QuickBooks sync.

Mobile

Fix "Couldn't store <> in ExpirationDate Column..." error that occurs when receiving lot or serial numbers in Window Mobile with the inventory option "Repeat lot/serial attributes on receipts" enabled. That option is now fully supported for Window Mobile receiving.

Payment

Fix bug where the applied payment amount in the Enter Payment window may change after entering a discount amount. Now, the applied amount will only change if a discount amount greater than the remaining invoice balance is entered.
When viewing an eCheck processed in QuickBooks, the Enter Payment window in Acctivate will not show the eCheck bank account fields since the information is not made available through synchronization.
Fix the scenario that would trigger the message "Could not find tbCustomerInfo record for (some customer). Editing and then saving this customer is likely to correct this." when adding a customer to the Enter Payment window.
Immediately update the Balance field of the invoice grid in the Enter Payment window when the Applied amount is changed.
Fix the "Object reference not set to an instance of an object." error that would occur when selecting an eCheck payment method in the Enter Payment window for a customer which had not had an eCheck payment processed in Acctivate.
Add "Cancel" button to the "Would you like to save changes..." message when closing the Enter Payment window.

Pricing

Fix a bug where clicking into the Price Code field of the Edit Product window would result in the error "Price Code is required".

Product

The History tab of the Edit Product window will only show the backordered quantity for Scheduled sales and service orders. For purchasing documents, only Issued purchase orders will display an outstanding quantity. All canceled or completed order and purchase documents will no longer show an Outstanding quantity.
Fix bug where the price type on the Prices tab of the Edit Product window would change to "P" when clicking in the Code field of another price record.

Purchasing

Fix a bug where scrolling in the Purchase Invoice window may change the Approved Amount to zero.

Sales Order

Printing a Pack List for a completed or canceled sales order will be blocked from the Order Manager window. This makes the behavior consistent with the Enter Sales Order window and prevents the workflow status from being changed to an invalid status.
Fix a bug where the lot/serial numbers that were selected for a kit component in a completed picklist would not be added to the related sales order.

Synchronization

Fix synchronization bug where a customer that had been merged with another customer in QuickBooks may become recreated during the next sync.
Fix "Method '~' of object '~' failed" sync error that occurred when syncing credit card refunds from the QuickBooks Canada edition.
Fix a bug where the masked bank account number (e.g., xxxx1234) of an eCheck processed in Acctivate would be cleared after a synchronization with QuickBooks.

User Interface

Fix "Invalid property value" error that would occur when viewing an email with an attachment in Acctivate, then maximizing, minimizing, and then restoring the main Acctivate window.

Vendor

Change the Enter Purchase Order's vendor lookup window title from "Choose Supplier" to "Choose Vendor".

Web Store

Fix web store sync error that occurred when importing customers from a web store in CYMA editions of Acctivate.
When exporting shipments to BigCommerce (v2), treat any returned errors as warnings to prevent the export from being interrupted. This prevents an issue where an order manually fulfilled on the web store may cause the shipment export to fail.
When exporting shipments to a Shift4Shop web store, include the shipment phone number to prevent the export error 'Status code 400: Shipment Phone is required'.

11.2 sp2

Version 11.2 sp2 was made generally available on May 24, 2022 (Build 6226)

Configuration

Fix bug that prevented unmapped warehouse locations from being available to map in the Warehouse Layout window of the Configuration Manager.

Customer

If a product on an invoice or sales order is not linked to an Acctivate product (i.e., a non-standard product), the product will no longer be displayed as a clickable link in the list windows of Acctivate. This fixes an issue where a "System.NullReferenceException: Object reference not set to an instance of an object." error may be returned when clicking on a link which doesn't link to an Acctivate product.
Fix "Invalid column name CurrencyCode, ContactName, ContactFax" error that would occur in CYMA editions of Acctivate when viewing the customer Timeline.

Data Presentation

On data presentation screens, change all the dates that are displayed as relative to today (e.g., "in 3 days" or "3 months ago") to compare full days rather than calculating days from a particular time. This ensures the correct number of days are displayed.

EDI

⭐ In the Process EDI window, the trading partner will be displayed as "Partner Name (Partner ID)" rather than showing just the Partner ID.
⭐ Add support for importing 850 Customer Purchase Order EDI transaction files containing charge line items.
Fix a bug where exporting an EDI 810 transaction file containing a product with multiple related customer Product IDs would cause the invoice detail line ("I" row) to be repeated for each customer Product ID.

Installation

When performing an install of Acctivate, if there is an issue with reading the Acctivate license, e.g., the message "Invalid license signature in Acctivate database", allow entering the license credentials rather than blocking the installation from proceeding.
Fix bug where updating from version prior to 11.0 sp4 would cause non-standard drop ship order lines (D line types that are not linked to any Acctivate product) to be removed sales orders.
When the installer writes the initial Acctivate.exe.config file entries, construct the UNC path for AcctivateDataPath using the full machine name, rather than the NetBIOS name. This will resolve licensing issues where the computer name is longer than 16 characters and NetBIOS is disabled.

Inventory

Add the lot or serial number, Product ID, and transaction date to the "Lot / Serial number not found." message that is returned in the inventory transaction window.

Inventory Assembly

Change the sort of assembly components in the Enter Assemblies window to match the sorting of the components on the Components tab of the Edit Product window.
Fix issue where slowness in Acctivate may occur on a workstation when the Enter Assembly window is open.

Inventory Count

Change the sorting of inventory count sheets to consider lot/serial locations. Before, the sorting only considered the product's locations and not the locations of the lot/serial numbers.

Mobile

Fix bug where a lot/serial record's location was not being saved in the Order Picking module on Acctivate for Window Mobile.
Fix Windows Mobile error "RowNotInTableException" that occurs in the order picking module when a lot number is scanned, deleted, then scanned again.

Payment

Correct the behavior of the payment permissions and improve the messages related to each permission. Customers > Credit Card Information is ued to determine if the user can save the customer's credit card to the customer, Customer > Customer Payments controls the level of access a user has for the Enter Payment window, and Sales Orders > Process Payments determines if the user can process a payment (i.e., credit card or eCheck) through a payment processor.
Fix bug where the masked credit card number (e.g., xxxx1234) did not display in the Customer Payment report.

Product

Fix bug which would cause a location to appear twice in the Locations filter on the Transactions tab of the Edit Product window if the product had been transferred into a location which exists in both warehouses.
Fix bug where the error "The multi-part identifier 'o.OrderNumber' could not be bound." would occur when trying to use the Look For search box of the Product List timeline.
Fix display issue where a blank column header may appear when viewing the Lots tab of the Product List. The irrelevant column will no longer appear.

Sales Order

Fix bug where changes to the Comment field in the Enter Sales Order window were being reverted to their previous value when saving.
Fix bug where kit components would not show as canceled on the History tab of the Edit Product window when the order was canceled.
Fix bug where a warning is not given when the "Warn if duplicate Customer PO number is entered" option is enabled and a sales order number is typed in, rather than generated by Acctivate.

Shipping

Fix a bug where selecting a product to be unpacked from a package in the Package Shipments window would cause the first product in the pack to be removed rather than the selected product. Also, fix a display issue where kit components with a decimal quantity may not show as packed when the parent kit product is packed.
Update unsupported carrier URLs for FedEx to the supported FedEx tracking URL.

Synchronization

Workaround an issue where an eCheck processed in QuickBooks may be synced to Acctivate with the last four digits of the customer's saved credit card rather than the last four digits of the bank account.
Implement a fix for the "Overflow" error that may occur during the customer synchronization step.

Web Store

Fix bug where copying a web order would also copy web order attributes, such as the web order number. Copied web orders are now treated as a manually entered orders.
Fix bug where shipments being exported to Shopify may replicate the shipped quantity by the number of packages being exported. Instead, when exporting shipped quantities, if an order line is associated with one or more item records in a shipment the quantity from the shipment will be exported, otherwise the invoiced quantity will be exported. This fixes the Shopify error "Fulfilled quantity for line item 'xxxx' must be less than or equal to the fulfillable line item quantity"
Fix an issue where shipments may not be exported to a web store. Most web stores require shipments include a list of items included, so when an invoice is created the shipment record will get it's updated date modified so that it's included in the next web store sync.

11.2 sp1

Version 11.2 sp1 was made generally available on March 31, 2022 (Build 6219)

Business Alerts

Fix bug where the PO Total per vendor (when using the "Group by Vendor" option) was displayed incorrectly on the Reorders tab of the Business Alerts window.
Fix issue where products may not appear in the Reorders tab of the Business Alerts window when the inventory option "Include quantities on POs in available quantity" is enabled. When enabled, the quantity on PO was already added into the Available quantity and does not need to be added again.

Configuration

⭐ Add "Only export 'Available on Web' products" option to the Product Export configuration screen and Export Product List window. When the option is enabled in the Export Product List window, only products configured as Available On Web will be included in the exported file. When disabled, all products will be included in the export.
Add configuration option to include field name headers in the Customer and Product .csv file exports. Also, fix bug where the browse button used to set the default export filepath in the Configuration Manager did not work.
Removed the "List Price + Percent" (L%) and "List Price + Amount" (L$) options from the List Price Type configuration option used for new product defaults since a product's list price cannot be based on itself. If a list price based price type had been set as the default, it will be changed to a "Price" type. Also, renamed the configuration option's label to "List Price Type", instead of "Price Type".

Customer

Fix bug where rejected sales quotes displayed as open sales quotes in the customer Timeline. Rejected quotes will now display the "Rejected" status and date the quote was rejected.
Invoices that have a zero balance, but no related payment (e.g., the balance has been satisfied with a credit memo), will have their status displayed as "Closed" instead of "Paid" in the customer Timeline.

EDI

When importing in 850 EDI transactions, leading zeros in the line number will be preserved so that return documents (856 and 810 EDI transactions) match the original line number.
Fix issue where the 856 EDI transaction dropped leading zeros from the original 850's line number, resulting in 856 line numbers which may not be recognized by the trading partner.

Import

Fix bug where the scroll bars in the import windows may become unresponsive.

Installation

The Acctivate installer will no longer modify NTFS permissions on the AcctivateData directory or the Update directory during upgrades.
Use Secure HTTPS connections to download installer components to avoid blocks from security/firewall software

Landed Cost

When a transaction, such as a receipt, has been loaded into a landed cost session, changing the product on the landed cost line will now cause that line to be uncoupled from the loaded transaction. The fixes a bug where changing the product in the landed cost window would delete the related transaction's line.
Fix bug in the VAT editions of Acctivate where bills created from the Landed Cost window would have their amounts changed during the sync with QuickBooks. When syncing the landed cost vendor bill, the invoice subtotal plus tax will be combined to determine the bill total, however, the invoice subtotal and tax will be split out accordingly.
In VAT editions of Acctivate, fix a bug where the vendor's tax code would change in the Enter Landed Cost window when saving if the vendor was added after loading a related transaction.

License

Fix issue where a workstation install of Acctivate may report that it's not licensed. This occurred when the AcctivateData path entered during the workstation install was formatted differently than the path used during the first time Acctivate was installed.

Mobile

When submitting an order or picklist, picked lot/serial quantities will be validated against the lot/serial number's on hand quantity. If the sum of the lot/serial's picked quantity exceeds the lot/serial's on hand quantity, a warning will be displayed. The quantities can be corrected, however the pick can be submitted despite the discrepancy.

Payment

Fix exception error "Column, parameter, or variable @Args.: Cannot find data type udtGUIDList." that may occur when processing a payment.
When using the Create Invoices window to invoice sales orders, set the payment date to match the invoice date if the sales order has credit card payment information, but no credit card processor is setup. If a credit card processor is setup, then credit card payments will be processed and created with the current date.
Fix bug where changing the bank account type of an eCheck payment during entry would cause other bank account fields to be cleared.
Fix the "Conversion failed when converting from a character string to uniqueidentifier." exception that would occur when trying to create a payment in the Enter Payment window for a customer with no default branch. If the Enter Payment window is accessed from a sales order, the accounts receivable account associated with the order's branch will be used. If a customer is added to the Enter Payment window, the A/R account associated with customer's default branch will be used. If there is no default branch assigned to the customer, the first A/R account in the list will be used.
Strip the spaces and dashes from the credit card number field on the Payment tab of the Enter Sales Order window and the Create Invoice window. This prevents errors from occurring when sending the card number to the payment processor; i.e., the "The actual length is greater than the MaxLength value." message that can be returned from Authorize.net
In the Enter Payment window, remove non-numeric characters when saving the routing number to prevent errors when communicating with a payment processor. When loading saved bank info in the Enter Payment window, display the routing number as xxxx-xxxx-x.

Product

Fix bug that required entering a price unit for a list price based price code in the Enter Product window. List price based price code's will use the List Price Unit and therefore don't require a price unit.
Changed the "Last Location" column header to read "Location" when grouping lot or serial numbers by location. The "Location" column has been removed when viewing lot numbers grouped by lot numbers in the product window since a lot could be in multiple locations.
When saving kit, a warning message will appear if the kit's components (or their subcomponents) are not stocked in the same warehouses as the kit.
Make the unit cost and total amount formatting consistent on the Product Timeline by removing the comma and adding space between the unit cost and total amount. Also remove spacing between the unit cost and unit.

Reports

Fixed issue where a lot's expiration date may not show in the Lot Serial Locations report. Also, reformat the expiration date field to use a date format rather than a datetime format.
Update the Picklist report file (Picklist.rpt) to use a formula to encode the Picklist barcode.

Sales Order

When the "Require locations on all transactions" inventory configuration option is enabled, a location will no longer be required for lot/serial products at the order line level, however a location will be required for each lot/serial number selected.
When creating a credit memo from a sales order, the lot/serial numbers will be copied to the credit memo. This fixes a bug where products were automatically added to the credit memo but the order's lot/serial numbers were not.

Synchronization

Fix issue where changes to the link between a credit memo and a refund in QuickBooks may not sync to Acctivate.
Fix the "Object variable or With block variable not set" QuickBooks synchronization error that occurred when a purchase invoice was voided from Acctivate.
Fix the error "Error While Installing QuickBooks components Error 2 launching QBFC installer" that might occur when running a synchronization with QuickBooks. The Acctivate sync will no longer check for and install QuickBooks sync components. Instead, the required components will be installed/updated during Acctivate installs/upgrades.
Fix bug where Payment Types may not have been fully synchronized from QuickBooks when upgrading to 11.2. If a full sync was not completed, then a full sync of Payment Types will occur one time.

Web Store

When exporting shipment information to Shopify, the shipped quantities will be included. Shipped quantities are calculated as the shipped quantity across all shipment packs for the order line, or the invoiced quantity when Packaging Manager is not used.
If there is more than one active location configured for a Shopify store then Shopify Order Fulfillments will be downloaded for each order. When exporting shipments, the order fulfillment location will be included.
Fix bug where a warning wasn't raised during the web store sync when duplicate orders were encountered. This could occur for web stores where customer records were not downloaded.
Fix the "The Acctivate webservice returned invalid data when retrieving list of closed eBay accounts." error that occurred when running the eBay web store template sync.

11.2

Version 11.2 was made generally available on February 18, 2022 (Build 6210)

Configuration

⭐ When saving carrier and carrier service entries in the Configuration Manager, each carrier/carrier description and carrier service/service description must be unique. If saving a carrier or carrier service without a description, the carrier or service will be used as the description.

Data Presentation

⭐ Improve the layout of the Customer Timeline.
⭐ Improve the layout of the Product Timeline.
⭐ Improve the layout of the Sales Timeline.
⭐ Improve the layout of the Vendor Timeline.
⭐ Improve the layout of the Purchasing Timeline.
⭐ Improve the layout of the Activities Timeline.
⭐ Improve the layout of the Invoice Timeline.
Fix a bug where the contact information for a Business Activity's primary related item wouldn't show on the Sales and Vendor Timeline
In the Invoice window timeline, display credits which are applied to the invoice.

Database Maintenance

Add GUIDCurrency and ExchangeRate columns to tbCharge and sync them from QuickBooks. Update the InvoicesAndCharges data view to use the ExchangeRate in the tbCharge section of the query to compute the amount in home currency. Also, update the Charge data view to use the GUIDCurrency instead of assuming it's the customer's currency.
Fix the "Error registering Acctivate Company Database SQL function assembly" error that may occur when verifying an Acctivate database.

General

⭐ Improve stability and fix error "Error 59 while locking record 5 CreateCYMAInvoice on Order..." that could occur in the CYMA edition of Acctivate if the workstation's connection to the server is interrupted.

Installation

Fix a bug where the Acctivate shortcuts were created directly in the Windows Start menu instead of an Acctivate folder in the Start menu. During an upgrade, if the shortcuts are not in the Acctivate folder, they will be removed and re-created in the Acctivate folder.
The Acctivate installer will add a SQL Server firewall exception for the "SQL Instance Directory" path entered in the installer. This fixes an issue where the firewall exception used a default path that may not have matched the SQL Server instance path.

Payment

⭐ Add support for processing eChecks using QuickBooks Payments.
⭐ Add "AccountNumber" variable to Payment email message templates. The AccountNumber variable will display the masked credit card or bank account number; e.g., xxxx1234.
⭐ The masked credit (e.g., xxxx1234) card and bank account numbers for payments processed in Acctivate will be stored in the DisplayAcctNumber field of the CustomerPayment data view. This field can be used to securely and consistently display the account number on reports.
Fix bug where a payment recorded in Acctivate and synchronized to QuickBooks could still be voided in Acctivate if the Enter Payment window was never closed.
Credit cards processed in Acctivate will no longer have their masked card number (e.g., xxxx1234) saved to the reference field (CustomerPayment.RefNumber).

Purchasing

Remove the Purchase Invoice balance fields from the Enter Purchase Order window and the Purchase Invoice window. Accounts payable management is performed in QuickBooks and the balances were not always accurately reflected in Acctivate.

Reports

Add a report description to the Monthly Invoiced Summary report. Change the data type of the Invoice Date parameter from a Date type to an As of Date type.
The Shipment Pack List grouped carton details by the sales order line number which resulted in only the first packaged item per order line number to show. Move the carton contents to the detail section of the report so that each carton detail appears in the pack list.
The lot/serial Reference field was removed from the Inventory Lot / Serial Report, leaving an unsuppressed blank section. Add the lot/serial Reference field back to the report. If there is no lot/serial Reference, the section will be suppressed.
Change the page size of the Inventory Assembly report from Letter Small to Letter to fix an issue where the Inventory Assembly report may not preview correctly.

Shipping

⭐ Add a field for importing the scheduled delivery date from a shipping workstation integration, i.e., UPS WorldShip or FedEx Ship Manager. The scheduled delivery date can be viewed in the Packaging Manager window, Packages tab of the Enter Sales Order window, or in the customer's timeline.
⭐ Add the ability to map the customer PO number from the Acctivate sales order to a custom ShipStation field.
⭐ When an Acctivate sales order is exported to ShipStation, the total amount of shipping charge lines are exported to the "Shipping Paid" ShipStation field
⭐ Add the ability to map the Reference and Reference 2 fields from the Acctivate sales order to a custom ShipStation field.
Fix issue where the sales order date in ShipStation is a day behind the order date in Acctivate.

Synchronization

⭐ When importing customers from QuickBooks to Acctivate during the Create Company import, all ship to addresses for a customer will now be imported. Future syncs will continue to only synchronize changes to the preferred/default ship to address between Acctivate and QuickBooks.
⭐ The Payment Type list will be synchronized from QuickBooks. The Payment Type of a Payment Method determines which payments can be processed online (i.e., credit cards and e-checks).
⭐ When recalculating a transaction's cost, which can occur due to voiding inventory sessions, back dated transactions, purchase invoices and other related transactions, etc.; previously synchronized journals will not be re-synced if there has been no change in the amount of the journal.
⭐ Add "Enable verbose sync logging" option to the Synchronize with QuickBooks window. When enabled, verbose logging will occur in the Acctivate exception log for the current sync.
⭐ Credit card payments that were processed in QuickBooks will now have their related information fields synchronized to Acctivate. These fields include the Transaction ID, Authorization Code, masked card number (e.g., xxxx1234), cardholder information, and reference number.
If a customer is deleted from QuickBooks, the customer will also be deleted from Acctivate if the customer doesn't have any associated records (e.g., no orders or BAs, etc.). Customers in Acctivate with no associated records can be merged into a customer in QuickBooks, fixing an issue where the merged customer may get recreated after a sync.
When the option "Copy Acctivate credit cad information to QuickBooks" is enabled, only sync saved Acctivate customer credit card information to QuickBooks if there is a saved credit card number.
When synchronizing customers with QuickBooks, the total record count of customers syncing was displayed as zero, e.g. "retrieving: 10 of 0". The synchronization window now displays the total number of records to be synced.

Web Store

⭐ Add support for processing a Shopify customer's request to view or have their personal information redacted in order to satisfy Shopify's requirement that all applications that integrate with their API are General Data Protection Regulation (GDPR) compliant.
⭐ Add support for processing an eBay customer's request to have their personal data redacted from Acctivate.
⭐ With each web store or ShipStation synchronization, one days worth of sync logs will be deleted from the respective log directory. Only web store/ShipStation logs which are older than 14 days will be deleted.
Fix the “ID is invalid.” error that occurred when exporting inventory availability to WooCommerce for variant products.
When synchronizing with a web store, rather than converting the stored UTC time to the syncing workstation's local time and then sending it to the web server, the stored UTC time will be sent to the web server. This prevents issues that could be caused by time changes due to daylight savings time.

Version 11.1

Acctivate Mobile for Android, Enter Payment window, simplified web store authorization process, Gmail OAuth integration, improvements to the install and upgrade process, increased stability and performance.

Since the initial release, there have been 3 service packs.

11.1 sp3

Version 11.1 sp3 was made generally available on February 3, 2022 (Build 6134)

Create Company

Fix error "The connection to the server has been closed. Try to re-open?" that would occur when connecting to a QuickBooks company in the create company wizard.

Database Maintenance

Fix "CLR functions not found; forcing database update..." error that would occur when performing a database verify on an empty database. If the database is empty, the verify will be performed. If the database is not empty, the user running the verify must be an Acctivate system administrator to continue.

Installation

Fix issue where the Acctivate installer may install the QuickBooks edition of Acctivate when upgrading CYMA.
Fix the Acctivate installer failing with error 84C40034, which occurred if the operating system didn't support Microsoft SQL Server 2019 (at least Windows 10 or Server 2016 is required). If the OS doesn't support installing SQL Server 2019, the user will be prompted to install a version of Microsoft SQL Server supported by their OS (2005 or later).

Inventory

Fix bug which prevented a negative lot or serial number from having it's quantity corrected by an inventory adjustment or receipt.

Mobile

Fix "NullReferenceException" error that occurred on Window Mobile when scanning a barcode for a product that doesn't exist in Acctivate.

Payment

Fix bug where a credit card's reference number was not saved if the payment was created from the Create Invoice window.
Change the tooltip text to "Charge and Save Payment" when the mouse is over the Charge and Save button in the Enter Payment window.

Sales Order

When adding a Kit to a sales order, only a warehouse that the kit and all it's components are stocked in can be used. However, if the kit has an assembly product as a component, the assembly product's components will be ignored when determining if the kit's warehouse is valid.

Shipping

Fix issue where web store shipments may not export if they were shipped using the ShipStation integration, due to both integrations using a single database field for identifying the shipment. Split the tbShipmentPack database field into WebPackageID And ShipWSPackageID.

Web Store

⭐ When exporting shipment tracking numbers to WooCommerce, Acctivate will add the tracking numbers to the WooCommerce Shipment Tracking plugin, if it's installed. If the web store does not have the Shipment Tracking plugin installed, Acctivate will add the tracking numbers as a note to the sales order.

11.1 sp2

Version 11.1 sp2 was made generally available on December 22, 2021 (Build 6130)

Create Company

During create company, if the "Preserve Item Hierarchy" option is enabled, the Product ID in Acctivate will now match the item name as it is in QuickBooks. This fixes the issue where the topmost parent item was being removed despite this option being enabled.

Customer

Hide the Products tab on the Edit Customer window and the Customer data presentation window if the user doesn't have the View Invoice permission.

Data Presentation

Update data presentation screens to use the system language/culture instead of defaulting to the en-US format.

Database Maintenance

Fix "Object variable or With block variable not set" error that occurred when pressing Ctrl+M, used to minimize or maximize a window, in Database Maintenance.
The error "Incorrect syntax near..." would occur when logging into an Acctivate company that has a company ID containing an apostrophe. Company ID's containing an apostrophe will no longer give the error.

EDI

Fix error "Conversion failed when converting from a character string to uniqueidentifier." which would occur when the 940 EDI transaction option "FiterOrderByWorkFlow" was set to "". When set to "", all sales orders will be evaluated for export, regardless of their workflow status.

Inventory

Remove product description field from the lot/serial query used in the Product Lookup window. The field was not used and removing it increases the performance of the query.

Inventory Count

Fix bug that would cause the lot/serial numbers of an inventory count session to appear blank once a new row was added to the count session.
Fix issue where deleting an inventory count line that contains a lot/serial number would cause the lot/serial record to be removed.

Inventory Transfer

In intra-warehouse transfers of serial numbers, allow transferring from a location with a positive quantity to a location with a negative quantity. This allows correcting situations where a serial number was removed from the wrong location.

Mobile

⭐ Add a Validate SSL certificate option to the Acctivate for Android configuration page. When enabled (default), Acctivate will require the device to trust the SSL certificate from the web service. If this option is disabled, Acctivate will not check to see if the device trusts the SSL certificate. Disabling this option works around an issue where older Android devices may not trust certificate types newer than the device.
Fix the problem where Acctivate messages in Windows Mobile would appear too large for the device's screen and disappear too quickly. Now, the message fits the screen and will stay on screen longer. The message can be tapped to dismiss it sooner.
Fix error "Column 'Weight' does not belong to table OrderDetailLot" that would occur in Acctivate Mobile Order Picking when opening the lot/serial entry screen for a catch weight product.
Fix bug where the "New line for each lot number scan" mobile configuration option did not work for Android Order Picking. When enabled, each lot number scan will create a new lot line rather than update an existing lot line.
Fix bug where an assortment product could have it's picked quantity updated independently from the components. The assortment's picked quantity is derived from the sum of it's component's picked quantities.
The "Kit components" options in the Mobile Order Picking section of Configuration Manager were not properly affecting the behavior of picking kit products in the Acctivate Android application. Correct the behavior so that when "Display" is selected, only the the kit can have it's picked quantity updated, but the component quantities are visible. When set to "Scan/Update", the kit product's quantities can not be updated, only the components can.
Fix issue where Acctivate Mobile Transfers were rounding lot quantities to the nearest whole number.
Fix issue where a lot or serial number's expiration date was being overwritten when the lot/serial number was picked by scanning a barcode in Acctivate Mobile on Android. Now, when scanning a lot/serial barcode, the lot/serial number and it's attributes will be populated. If the lot/serial barcode contains an expiration date application identifier, use the date from the barcode rather than what's in Acctivate.
The error "System.web.services.protocols.SoapException: Not authorized to use Mobile Route Delivery" would be returned when attempting to open Mobile Picking on Android without being licensed for Mobile Picking. Instead, a user friendly message explaining that the license does not include Mobile Picking will be displayed.

Payment

When voiding a payment in the Enter Payments window, the payment's invoice application will be deleted rather than setting it to zero. The payment record's amount will be set to zero and the memo field will be updated to include the original payment amount.

Purchasing

VAT editions of Acctivate calculate purchase invoice tax amounts by multiplying each purchase invoice line by the purchase tax rate. This is more precise, but different than how QuickBooks calculates the purchase tax, which is by multiplying the total purchase invoice amount by the tax rate. The difference in tax calculations can result in a discrepancy amount. If a discrepancy exists, Acctivate will offset the discrepancy using an Other Charge item in QuickBooks named "Purchase Tax Discrepancy". If that item does not exist, a sync error message will be logged which will ask the user to create the item with the correct account (typically an expense account is used to offset the amount).

Sales Order

When adding a standard cost labor, shipping, or other charge product to a sales order, use the warehouse associated with the Branch on the order if the product is stocked in that warehouse. If the product is not stocked in the warehouse associated with the sales order's Branch, prompt to add the warehouse.
When a credit card authorization exists for an order and the "Charge CC" checkbox is checked in the Create Invoice window, the amount captured will include the shipping charge entered in the Create Invoice window. The captured amount cannot exceed the authorized amount.
Block users from opening sales quotes and sales orders from a reminder when the Customer Order and Customer Quote permissions are set to "Not allowed".
When adding a Kit to a sales order, only allow the user to select a warehouse that the kit and all it's components are stocked in.

Shipping

When importing in shipment package records from a Shipping Workstation integration, look for packages with same Package ID, Tracking Number, etc of the given shipment record rather than all package records. This is because Package IDs can be re-used. This fixes an issue where package records were created and linked to older shipment records.
The error "ShipStation error 'fulfillments-partial-1_response.json already exists.'" may occur when multiple workstations sync with ShipStation at the same time. Instead, allow the ShipStation sync file to be overwritten with the newest file if two are created at approximately the same time. When syncing with ShipStation, use UTC datetime to account for daylight savings time changes.

Synchronization

Fix synchronization error "Method '~' of object '~' failed" that occurs when a payment is applied to a refund and synchronized with QuickBooks Canada and UK editions.
Improve the speed of the payment portion of QuickBooks synchronization by querying each payment only once, rather than querying a payment for each time it was linked to an invoice.

Web Store

Fix error "Failed to listen on prefix 'http://localhost:27562/'" that could occur when configuring a web store connection that uses OAuth. If the first port is unavailable, then an alternate port will be used.

11.1 sp1

Version 11.1 sp1 was made generally available on October 29, 2021 (Build 6124)

EDI

⭐ Add option "ExportInSalesUnit" to the 810 Customer Invoice EDI Transaction. When enabled, the invoiced quantity and unit price will be exported in the invoiced quantity's sales unit. When disabled, the invoice quantity will be exported in the stocking unit and the unit price will use the price unit from the invoice. It's recommended that new trading partners use this 810 option as well as the "SetPriceUnit" 850 EDI option.

General

⭐ Add support for CYMA 21.
Fix issue where "Company", "UserID", and "DB Ver" columns were not being populated for exception entries in the Acctivate log file.
Fix issue where Acctivate log files incorrectly showed Windows 10 when the OS was actually Windows 11.

Import

Change the product import option description from "Update ID in existing vend prod record" to "One vendor prod id per vendor". When set to "Yes", the Acctivate import will not create multiple instances of the same vendor for a single product. If the vendor/product combination already exists, it will be updated; if it doesn't exist then it will be created. When set to "No", an Acctivate product can have multiple instances of the vendor as long as each instance has a unique Vendor Product ID. The option default is set to the recommended value of "Yes".
Change the inventory transfer import to only require lot/serial numbers if the "Post transactions" import option is set to "Yes". If the option is set "No", allow importing an inventory transfer as a draft without lot/serial numbers. This matches the behavior of desktop transfers.
The error "...Value cannot be null. Parameter name: key" would be returned when trying to import an inventory receipt for a PO that contains a product that is not on the PO, or if a note line (line type "*") exists on the PO. Fix error and instead display the error message "Could not find detail in PO for product 'XYZ'" and also ignore note lines.

Installation

⭐ During upgrades, delete WebStore and ShipWorkstation logs that are older than 30 days (based on the folder naming convention of yyyy-mm-dd). The installer will display "removing log files" during this step.
If the Acctivate Data Path entered in during the Workstation Install included a trailing backslash (e.g., \\Server\AcctivateData\), Acctivate would display a "Trial has expired" message when launched. The workstation install now removes any trailing backslashes from the Acctivate Data Path before saving it to the Acctivate.exe.config file. A keyboard accelerator (Alt+L) has been added to uncheck/check the "Launch Acctivate now" checkbox.
Fix issue where installer didn't set the CYMAPath correctly when installing CYMA edition.
If Acctivate was installed using the .msi, upgrade installations wouldn't be recognized and the installer would prompt for the installation type. Installer will not recognize an upgrade an not prompt for install type.
Change the installer to uninstall Acctivate from the CYMA4 directory and install to the C:\Program Files\Acctivate directory when updating the CYMA edition of Acctivate from 11.0 to 11.1.
During upgrades, the installer will no longer check to see if SQL 2019 can be installed on the server's OS if an instance of SQL already exists and is used by Acctivate.
When installing Acctivate on an unsupported operating system, instead of displaying the error "Object reference not set to an instance of an object. Code: FFFFFFFF", return the more user friendly error message "Acctivate Inventory Management does not support this operating system. The supported operating systems are Windows 8 or newer, or Windows Server 2012 or newer."
Change how the MSI installer's version number is compared against the customer's licensed version to fix an issue where the installation may be blocked even though the version being installed is valid for the customer's license.

Inventory

When invoicing a PO for a standard cost product, if the PO's receipt gets adjusted by the invoice, it would make the changes needed but leave behind the old balance adjustment line from when the receipt was initially created. This caused the costs to be incorrect. Fix the problem where the AdjustmentGUIDITD was set then immediately cleared, causing a new adjustment transaction even though one already existed.

Mobile

Fix issue where lot list may not refresh properly on the detail screen of Android mobile inventory receipts after the user closes the lot/serial add/edit window.
Refresh the lot lookup window of Acctivate Mobile for Android so that lots from previously picked order lines do not appear.
Fix issue where a lot or serial number's expiration date was being overwritten when the lot/serial number was picked using Acctivate Mobile on Android.
Fix issue where scanning a lot/serial barcode for a numbered when invoiced product did not populate the lot/serial number field.
When on the Submit Order screen of Acctivate Mobile for Android, default the Workflow Status field to the status defined in the "Default workflow status of a submitted order" configuration option (File → Configuration Management → Mobile → Order Picking).
Fix "System.NullReferenceException: Object reference not set to an instance of an object" error that occurred when trying to access picklists in Acctivate Mobile for Android. The error was caused when the default Branch (in the Customer Options section of Configuration Manager) did not have a default warehouse associated with it. Now, if the default Branch has a default warehouse, the Picklist's warehouse filter will default to that warehouse. If not, the first warehouse in the list will be used.
Fix error "An error occurred while loading Picklist" that would occur when trying to scan a picklist barcode on Android.
Fix "Could not load product info." error that would occur on Window Mobile when using the product info button in Order Picking.

Payment

Fix issue where payments entered in the Create Invoice window for multi currency customers were not using the foreign currency's exchange rate.
When sending Level 3 data to Authorize.net, round the unit price to 4 decimals, the max number of decimals allowed by Authorize.net. This resolves the error "Could not get credit card charge response. E00003: The 'AnetApi/xml/v1/schema/AnetApiSchema.xsd:unitPrice' element is invalid- The value '0.0111100' is invalid according to its datatype 'Decimal'- The FractionDigits constraint failed."
When saving a credit card in the Enter Payment window, the Name on Card value will no longer be written to tbCustomerPayment.PayeeName, it will only be written to tbCustomerPayment.CCName
Fix issue where changing how a payment is applied in the Enter Payment could cause the payment amount to change based on the invoices selected. Instead, once a payment is saved, changing how a payment is applied by checking and unchecking invoices will not change the payment amount.
Support voiding credit card payments through QuickBooks Payments by passing required data. This fixes the error "Credit Card void unsuccessful: 10500 PMT-4002: requestId is required."
Fix issue where viewing a payment in the Enter Payment window would cause Acctivate to crash if there were multiple invoices using different branches.
Return a user friendly message when voiding a credit card, rather than an exception error.
In the Enter Payment window, the A/R account label was showing at all times. When only one A/R account exists, the label and field are now hidden. If multiple A/R accounts for the customer's currency exist, the A/R field will be visible.

Purchasing

The line instructions and expense account row of the Enter Purchase Invoice was hidden inadvertently. Show the third row of the purchase invoice lines so that they can be viewed and edited.

Sales Order

After copying a canceled order/quote, the copied details lines were still flagged as canceled. Fix issue by clearing the canceled flag when copying a sales order/quote.
When selecting a product on a sales order using the Product Lookup window filtered by warehouse availability, set the order detail's warehouse based on the product lookup row selected rather than defaulting the warehouse based on the Branch's default warehouse.
The credit card expiration date field was not visible, but still required, when using a payment method configured as a credit card with no payment processor setup. Fix issue by displaying the expiration date field, which is required, and all other non-required credit card fields.
Require a payment method on the Create Invoice screen. This fixes an issue where an invoice could be created with a payment amount, but not payment method, which resulted in the payment not being created.
Voiding an invoice will now delete related tbCustomerPaymentInvoice records, the records used to link payments to an invoice. When recreating a voided invoice, use the available credits button in the Create Invoice window to select any available payments/credits to be applied. For all scenarios, when no credits are available, the Available Credits button will be de-emphasized. If credits are available, the Available Credits button is emphasized.
The Payments tab of the Enter Payment window wasn't showing the "Use Saved Card" button when a credit card payment method was selected and the customer had saved card information. If a credit card payment method is selected, show the "Use Saved Card" button or show "no card has been saved" if no credit card on file.
Hide irrelevant Action menu options when only canceled orders/quotes are selected. For example, don't display Cancel order/quote or Schedule Order/Quote. Only show the Complete Order action if the selected orders/quotes have invoices.
Hide the Available Credits in the Create Credit window. Credits cannot be applied to a credit. Also change the "Create Invoice" window label to "Create Credit" and the "Invoice" button to "Create".

Shipping

Shipments were not being marked as shipped when package information was imported into Acctivate. If all packages in a shipment have a tracking number, update the Shipment to have a status of "Shipped".
Modify query used when importing packages from shipping workstation so that it looks for only one existing instance of a shipment with the same tracking number and shipment date. If a duplicate exists, do not create the duplicate package record. The new query resolves the error "Subquery returned more than 1 value." while processing shipping workstation records.
If a shipping workstation record is linked to an order that does not have a customer, mark the package record as invalid with the reason of "Customer not set on sales order".

Synchronization

Fix sync error "Object doesn't support this property or method" that would occur after a QuickBooks condense.
Make change to the synchronization between Acctivate and QuickBooks to fix issue where invoices were having their time modified unnecessarily updated which resulted in the invoices being re-synced.
Expand the default width of the QuickBooks synchronization window so that the message text for each synchronization step is visible.

Web Store

⭐ Increase the performance of the Web Store Sync by adding an index on tbOrders.UpdatedDate and simplifying the SQL used to query the database.
When enabling shipment exports to ChannelAdvisor, the web store sync would return "System.NullReferenceException: Object reference not set to an instance of an object." Fix the shipment export error and map the LineItemID to the web line id for new and existing ChannelAdvisor web store templates.
When the web store template option to export invoiced quantities as the shipped quantity is enabled, Acctivate will compute the kit's shipped quantity based on the component's shipped quantity. E.g., the total number of kits that can be made from the packaged/shipped components. When Packaging Manager is not used, send the invoice qty as shipped qty.

11.1

Version 11.1 was made generally available on September 9, 2021 (Build 6115)

Business Activity

⭐ Each user's pinned columns in the Service Scheduling window are now remembered.
Convert null "Days to ship" and "Days before..." picking date fields in the Order Option section of Configuration Manager to zero to prevent the "Can't set Value to NULL when CheckBox property = FALSE" error when creating an order from the Business Activity window.
When making a non-taxable customer the Primary related item for a Business Activity, unbilled time and material entries will be updated to be non-taxable and the Tax Code dropdown will be locked so that the tax code can't be changed. This mimics the behavior of the sales order window.

Business Alerts

Hide "Jobs" tab of Business Alerts in Cyma edition of Acctivate if not licensed for Job Management. Fix display issue on the Jobs tab; a software control was showing when it shouldn't be.

Configuration

⭐ Add default price type configuration option to the Inventory Options section of Configuration Manager. Defaults the price type for new products created.
Prevent multi-line values for Customer Type, Marketing Lists, Marketing Code, Lost Business, Price Code, Ship To Comment, Ship Via, Workflow Status, Delivery Routes, Activity External Links, Activity Type, Numbers, Assembly Workflow Status, Product Class, Product Type, and Sales Category grids in the Configuration Manager.
Transaction option grids that have a mix of text and checkboxes are able to be sorted by the Setting column. For an ascending sort, checkboxes should sort before numbers, and numbers before text.

Customer

In some cases, Acctivate would close with an InPageError when editing or saving a customer. Moving the Acctivate EXE to each workstation prevents this error from happening.
Fix issue where adding an apostrophe to a customer Product ID would cause Acctivate to crash/

Data Presentation

⭐ In the Info pane of the Sales Order List, display the PO number, web order number, and sales order or web store template name used to create the order, if filled in.
⭐ Clicking on the payment icon next to a payment in the Customer Timeline will open the Enter Payment window.
⭐ Add a Payment read only screen which displays the payment information and which invoices, if any, it's applied to. Access the Payment window and Payment List by clicking on the Payment Method of a payment in the customer timeline.
Opening the Product List window could result in the error "Cannot cast DBNull.Value to type 'System.Guid'. Please use a nullable type." if an inventoried product was created without a warehouse since there was no warehouse to get the unit cost from. Rather than return the error, use a unit cost of zero if there is no warehouse.
Users who don't have permission to view purchase invoices or purchase related transactions would receive the error "Incorrect syntax near ')'." when opening the Purchasing List window.
Typing while the item list has focus no longer does anything.

Database Maintenance

⭐ When creating a database entry in the Database Info section of Acctivate Database Maintenance, the Database Name will prefill based on the Company ID; using the format of Acctivate${Company ID}. After saving, edits to the Company ID will not update the Database Name field.
Encrypt SQL database password in the Acct.ini configuration file when performing a new installation of Acctivate.
When saving a Database Info entry in Acctivate Database Maintenance, block saving a blank database name and display the message "Database Name must not be left blank". This resolves the error "Restore failed for Server {servername\instance}. --> To accomplish this action, set property Database.", which occurs when trying to restore a SQL backup to an Acctivate company that does not have a database name filled in.
Fix problem where verifying a database using Acctivate Database Maintenance may cause Acctivate Database maintenance to hang.
When updating a database, the database version and template version were not being written to the Acctivate log.
If in Database Sources, the source for the company has a Database Prefix, all instances of the prefix were being removed from the displayed Database Name. Corrected the issue so that the displayed Database Name is correct and the prefix appears in full to the left of the Database Name field.

EDI

⭐ Support importing lot/serial numbers when importing kit components from a 945 transaction file.

Email

⭐ Add support for connecting a Gmail account to Acctivate using OAuth.

General

⭐ On Help → View Current Users window, add Version and OS columns for Acctivate Version and Windows Version.

Import

Modified the CustomerFullName view to use tbCustomer joined on itself rather than using the CustomerFullName function. Changes result in faster queries by the customer name.

Installation

⭐ Install the Acctivate EXE and component files on each workstation rather than running the EXE from the file server.
The "Files in use" window, an installation dialogue box, did not wrap the message text and resulted in part of the message being cut off. The window's layout was improved and text formatted to wrap.

Inventory

⭐ Removed "Last Location" from lot selection menus and the lots tab of the Edit Product window to prevent confusion. It was often assumed that the entire lot was in that single location. Serial numbers will still show the location in the serial selection menus since a serial number can only be stocked in one location, per warehouse, at a time.

Inventory Accounting

When a location is selected on an open sales order line, the location's availability will now be reduced by the scheduled quantity. Backordered quantities no longer affect a location's availability since those quantities are not scheduled to be picked. When a picklist is created, the location from the picklist will have it's availability reduced by the picklist's "Qty" (to be picked). Completed picklists, which have been picked but not invoiced, will reduce the location's availability by the "Picked" quantity.

Inventory Adjustment

Allow using a balance adjustment to bring lot/serial numbers with a negative on hand quantity to a quantity of zero or greater using a balance adjustment.

Inventory Trace

When saving a new Track and Trace session, the window's toolbar was disabled until clicking refresh or closing and reopening the window. Fix so that the correct icons are clickable after saving the session.

Inventory Transfer

On a transfer session for a lot numbered product with multiple bin locations enabled, if there is quantity on hand on the primary location, set the FROM location to the primary. Otherwise, use the last location for the lot.
If the transfer for the lot number is not in the same warehouse and there's not enough on hand, then don't post the transaction. If the transfer is in the same warehouse, there's not enough in the From location, then don't post the transaction.

Landed Cost

If inventory transactions have been posted without a location, then the "Require locations on all transactions" option is enabled and a Landed Cost session is created for one of those transactions, you are blocked from posting the Landed Cost with the message "One or more locations are missing." Landed cost affects inventory value at the warehouse level, not location level, so locations do not need to be checked when posting a Landed Cost.

Lookup

⭐ Add "Include Inactive" check box on the GL Account lookup window and show only active gl accounts by default. Perform a one-time full sync on gl accounts to get their current status from QuickBooks.
⭐ On product lookup grid, added List Price column (as a description if it's a cost-based price, e.g., "Avg + 20%", it doesn't not actually calculate the resulting price), and Preferred Vendor column. If viewing warehouse availability, also add the primary warehouse Location column.

Mobile

⭐ Create a Mobile Picking module for Android which allows for picking sales orders and picklists.
⭐ Create a Mobile Receiving module for Android which allows for creating inventory receipts and receiving purchase orders.
⭐ When installing or updating to the 11.1 Acctivate Mobile web service, the web service URL will be written to File → Configuration Management → Mobile → Web Service. The URL entered here will be displayed as a link and QR code in a new "Setup Mobile Device" window which can be accessed from the File menu. The QR code can be scanned on the "Configuration" screen of the Acctivate Mobile app for Android. If not licensed for mobile, the "Setup Mobile Device" window will display instructions on how to contact Acctivate Sales to add on Acctivate Mobile. If licensed for Acctivate Mobile, but the web service has not been installed, a message and link to the mobile installation documentation will be display.
On the Windows Mobile picklist detail window, enable the "Delete Line" menu item to allow deleting lot/serial numbers.
Change Windows Mobile assemblies barcode processing to use the LotAIs option, rather than hardcoding the list of AIs to look for lot numbers in.
In the Inventory Count module of Windows Mobile, fix "Product...does not exist" error that would occur when trying to scan a barcode that contained application identifiers.
When scanning a barcode that has both weight and quantity Application Identifiers, the quantity value was being ignored. Now, the quantity value will not be ignored in any mobile transaction. When using mobile picking, if the product is a variable weight product the quantity and weight will be processed.

Payment

⭐ Add Enter Payment window which allows entering a payment to be applied against invoices or saved as an unapplied payment.
⭐ Add a "Payment" email template type which can be selected from the Enter Payment window. Create a Payment Receipt report which can also be generated from the Enter Payment window.
⭐ Add CreatedBy and ModifiedBy fields to the CustomerPayment database view.
⭐ Saved credit cards will now be displayed with four x's and the last four of card number, e.g., "xxxx4321"
⭐ When entering a new payment in the Enter Payment window, if the customer's preferred payment method is inactive, display a message that says the method is inactive; but, allow the user to continue to use the inactive payment method if they wish.
When a credit card authorization exists for an order and the "Charge CC" checkbox is checked in the Create Invoice window, the amount captured will equal the total scheduled amount of the order. Before, the total ordered amount was captured, resulting in an overpayment.

Pricing

When adding a product to a quote or order with a price category assigned to a specific price code, the price will be set if there's a relation between the price code's unit (pulled from the price category) and the product's base unit.

Product

Allow deleting a warehouse from the Inventory tab of the Edit Product window by highlighting the warehouse row then pressing Delete.
If a product's current price row is missing a Price, Price Type, or Price Unit when saving, an informational message indicating the missing value is displayed.
During the upgrade to 11.1, if a product's list price has a null Price Type, the list price's Price Type will be set to the default Price Type defined in the configuration manager.
Fix bug where switching between maximized windows in edit mode would result in an "Object variable or With block variable not set" error.

Purchasing

⭐ Replaced all instances of the term "Supplier" in Acctivate with "Vendor" to match QuickBooks terminology.
When a user Approves and Issues a PO, their user name should appear in the Approved By field. If a user didn't have a salesperson assigned to them, the Approved by field was left blank due to an incorrect query. Fix the query so that if a user Approves and Issues a PO, their user's Full Name is displayed in the Approved By field.
When a PO Invoice had an Approved quantity of 0 for the first row, none of the other PO Invoice lines updated the unit cost of their related receipt lines. Fix the bug so that any invoiced price that differs from the receipt unit cost results in the receipt being updated.
Opening a PO Invoice in the Cyma edition of Acctivate would result in the error "Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)."

Reports

⭐ Created new reports and report definition files to display inventory warehouse locations by product by product class.
⭐ Added the lot number and location field to InvVariance.rpt. Changed the quantities to only display decimals if necessary to make room for the location and lot. Set the location and lot field to "Can Grow" to accommodate longer text.
Changed BookedOrders.rpt grouping to use the Order Number. Removed Scheduled and Backordered columns since Booked orders don't have scheduled or backordered quantities.
Change the "Top N ..." reports to show the total of the top N records, not the total of all records.
Add lot/serial number column to the details section of the Track and Trace report. Moved the note field into a new detail section that only shows if a track and trace detail level note exists.
Reformat Product List report so that the list price is an abbreviated text string, e.g. "Mgmt + 30" for an amount or "Mgmt + 45%" for a percentage, or simply "45.00" for a price. Show the computed list price per warehouse below the list price description.
The Completed Purchase Order Analysis report uses the PODetailInvoiceSummary data view, which grouped by the PO line and PO invoice. This would cause the report to replicate detail information for each PO invoice linked to a PO line. The PO invoice grouping was removed in the PODetailInvoiceSummary view to give a single purchase invoice summary amount per PO line.
Move the legend for the Product Class Summary report's graph to be below the chart so that it doesn't overlap.
The Lost Business Summary report included all orders. Enclosed the case statement in the record selection formula with parenthesis so that additional expressions are evaluated separately from the case statement, and not a part of it.
Increased size of the "Order totals" field in the backorder report and align it with the the other fields in the same section.
The Top 10 Customers By Sales showed the top 10 customer in the chart, but the total amounts were based on all customers which was confusing. Instead, the totals below the chart are based on the top 10 customers. Additional report changes include correcting the sub title of report, "Top" was spelled as "To"; the "No Printer" option was set for better scalability; set the report options to convert nulls to their default values so that evaluations between fields occurs properly.

Sales Order

⭐ Add a button to select the customer's preferred payment method on the Payment tab of the Enter Sales Order window and Create Invoice window. If the preferred payment method selected, from the list or by using the button, is a credit card then a "Use Saved Card" button will become available. Clicking this button will populate the credit card fields with the saved card information.
⭐ In the database, the Orders view will now show a column called PaymentMethod which pulls from tbPaymentMethod.Name.
Set tbOrders.Printed = True when printing sales order documents from the Order Manager.
When canceling an order, the cursor would start in the description field of the Cancel Order window and pressing Tab would move the cursor backwards, to the "Reason for lost business" field. The cursor now starts in the "Reason for lost business" field and pressing tab moves to the description field then yes/no buttons.
The next suggested action of a picklist would also show under the Action menu of the picklist which was redundant. Instead, the Action menu should only show actions available in addition to the next suggested action. When in edit mode, only certain actions are available, others require saving the picklist first.
Shipping a completed order will leave the workflow status as Completed instead of updating the workflow status to Shipped.
Reformat the payment authorization text in the Create Invoice window so that it's not covered by the Credits button.
The Shipment Promised Date was being saved in the database as a date with a timestamp, causing email templates display the date and time. Changed the Shipment Promised Date data type to short date.
Display a message that the document cannot be printed because there are no lines on the order with a scheduled quantity.
Canceling an order with a kit would leave the components scheduled or backordered. When canceling an order with a kit, the components will now be canceled too.
Add a more descriptive message when trying to email orders with no contact email from the Order Manager. If no selected orders have a contact email address, display "No selected orders have a contact email address." If the selection of orders contains a mix of order with and without a contact email address, display the order numbers of the orders missing the email address if it's 5 or less orders. If it's more than 5 orders, display the total number of orders missing an email address, e.g., "6 selected orders do not have a contact email address."
When Picklists were enabled, the Email Pack List action was not available in the Order Manager. Add the Email Pack List action back to the Order Manager.
Sales quotes would allow users to select a lot or serial number for lot/serial controlled products. Block the lot/serial selection until the quotes has been converted to a sales order.
The "No numbers left" error that occurs when all invoice or order numbers between the Low and High range have been used was confusing. Instead, display a message to instruct users to edit the document Numbers in the Company section of Configuration Management; e.g., "Cannot find an unused order number. Please edit the Numbers configuration in Configuration Management."
The customer's ship to location note was not copying to the Ship To tab of the Edit Sales Order window.
When changing the customer location on a sales order, update the order contact information to use the selected ship to addresses default contact information. If the contact information had been overridden on an order, the user will be ask if they want to update the contact information to the default for the selected location.
When printing invoices in Acctivate that came from QuickBooks, an Invalid Use of Null error would be thrown if the contact's email address was null. Fix so that the error is not given.
Canceling a sales order, service order, or credit memo will result in the workflow status being updated to Canceled.
If the Branch assigned to a sales order has a default warehouse and the product being added to the sales order is not stocked in that warehouse, the user will be asked if they want to add the product to the warehouse. Clicking "No" would result the product being added as an "N" line type and inventory was not affected. Now, if "Yes" is selected, the product is added to the order and will use the Branch's warehouse. If "No" is selected, the product is added and the warehouse will default to the first warehouse that the product is stocked in.
If all lines of a sales order are on an open picklist and the Package Shipment action is selected, display the message "Must complete open picklists before packaging shipments." Likewise, if some lines are on a picklist and other lines are not, but are backordered, display a message saying there are no scheduled lines.
In the Enter Sales Order window, if the order has a credit hold then disable the Send to ShipStation action. In the Order Manager, orders which have a credit hold will not be sent to ShipStation when using the Send to ShipStation action.
Booked orders would show picking and shipping documents in the Action menu. Since these actions aren't available for a Booked order, they are now hidden.
If a price codes unit was different than the stocking unit and had a Low and High quantity set, the price code would not calculate. Now, the price code will be applied based on the ordered quantity.
If there's no errors while creating the invoice and processing the payment, that means creating the invoice was successful so reset the payment information.

Sales Tax

If the invoice cannot be voided because Avalara has locked the transaction, display the message "The transaction has been locked by Avalara."

Shipping

Typing a Product ID and pressing Enter or scanning a product barcode in the "Pack One" text box of the Packaging Manager window now keeps the cursor in the same field. Previously, the cursor would move out of the "Pack One" text box after each Scan/Enter.
If a picklist is in a Ready to Pick status, the Re-open picklist button will be hidden. The Package Shipments button will only show if a picklist is complete and Acctivate is licensed for Packaging Manager, otherwise the only action available will be the Re-open action.
When all of a kit's components are packaged and shipped in the Packaging Manager, the kit item will be considered shipped and no longer appear in subsequent shipments.
When importing in shipments from a shipping workstation integration, such as ShipStation, block duplicate tracking numbers from being imported.

Synchronization

⭐ Change the "Only synchronize new customers with invoices" option to "Only synchronize new customers with transactions". When enabled, customers created in Acctivate will not sync to QuickBooks until either an invoice or payment exists.
⭐ When payments are synchronized, the related payment discounts entered in the Enter Payment window will also by synced. Synchronize the discount amount to the selected Discount GL account.
Make changes to synchronization to prevent invoices from being synced to QuickBooks when there is no need to sync them.
Fix issue where running a rebuild in QuickBooks could return an "Invalid Use of Null" error during the payments portion of the sync if payments in QuickBooks did not have a reference.

User Interface

Rounded the Database Size and UnallocatedSpace usage metrics to whole numbers.

Web Store

⭐ Create a web store integration template with Shift4Shop (formerly 3dcart).
⭐ Simplify the connection process to Shopify and Shift4Shop (formerly 3dcart) by eliminating steps which required copy and pasting authentication values in the web store template window. Instead, the templates now includes a "Connect" button which opens a browser for the user to login and complete the authentication process.
⭐ During the web store shipment export, the WebShipmentID and WebPackageID values are written to the database as soon as they are received from the web store to improve the tracking of successfully exported shipments. If Ebay returns an empty response it will be logged in the web store log.

Version 11.0

Improved UX with Lists, Event Timelines & Key Insights, Warehouse Layout Editor, Picklist screen, Order Processing updates and ShipStation integration.

Since the initial release, there have been 8 service packs.

11.0 sp8

Version 11.0 sp8 was made generally available on June 7, 2021 (Build 5085)

Component	Summary
EDI	Include kit components in 940 Warehouse Shipping Order transaction file
EDI	Receive kit component shipped quantities in 945 Warehouse Shipping Advice transaction file.
Email	Blank warning box appears when emailing from 64-bit Outlook.
Inventory Transfer	Lots with zero on hand quantity are unable to transfer between locations
Sales Order	"Missing locations" error when invoicing an order with non-scheduled lines that do not have a Primary Location
Sales Order	Orders can be over scheduled and invoiced when partially invoiced.
Sales Order	Item cannot be found in the collection corresponding to the requested name or ordinal." Recieved when opening Invoices in Intacct Edition
Shipping	Add support for carrier billing options for ShipStation shipments

11.0 sp7

Version 11.0 sp6 was made generally available on April 6, 2021 (Build 5081)

Component	Summary
Mobile	Provide an option to scan date application identifiers as the lot number.
Sales Order	"Exception of type 'System.OutOfMemoryException' was thrown." error may be returned editing or saving sales orders
Shipping	"The supplied DateTime represents an invalid time" may occur when syncing with ShipStation
Web Store	Webstore Inventory Export SQL Timeout Exception

11.0 sp6

Version 11.0 sp6 was made generally available on February 5, 2021 (Build 5078)

Component	Summary
Inventory	Inventory Transactions may use a location from the wrong warehouse
Sales Order	Changing the quantity Unit of Measure on a sales order line doesn't recalculate tax
Sales Order	Applying Open Credits While Invoicing Does Not Consider Shipping Charges
Sales Tax	Changing the Tax Category on a sales order does not recalculate the tax amount.
Shipping	Create a log table for records exported from shipping software into tbOrderPackagesText
Shipping	Shipping workstation records come into Acctivate but are deleted without creating a shipment/package record
Shipping	"Syncing with Shipping Workstation" appears at random
Shipping	Shipped Components still appear in Package Shipments as orphaned lines
Web Store	Same log file overwritten when uploading inventory to Shopify

11.0 sp5

Version 11.0 sp5 was made generally available on December 21, 2020 (Build 5072)

Component	Summary
Create Company	Not all QuickBooks item types are used to generate the Product Class list during create company.
Database Maintenance	"Component 'ssdw3bo.ocx' ... not correctly registered" may occur when opening Database Sources in Acctivate Database Maintenance
Database Maintenance	May receive "The connection to the server has been closed. Try to re-open?" when starting Acctivate Database Maintenance
EDI	"Ambiguous column name 'AlternateProductID'." when importing in EDI orders
General	Support for Cyma 20
Inventory Adjustment	"Product ID is required" when saving an Inventory Adjustment with the cursor in a new row
Inventory Assembly	Assembly window performance can be slow due to availability calculation
Inventory Assembly	"'count' must be non-negative. Parameter name: count" when saving Assembly session.
Pricing	Adding a product price with no price code and selecting save causes the line to no longer display but it is saved in the database.
Pricing	"Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record." when multi-currency enabled
Reports	"Error in formula LineAmount:" when running PO.rpt in Acctivate for Cyma
Reports	Inventory Analysis by Product report suppresses column headers when report is one page in length.
Reports	"Invalid group condition" when printing Comparative Sales by Product by Class by Customer report.
Sales Order	Display available credit count or some visual indication that credits are available in the Invoice Order screen.
Sales Order	"Mark Completed" function to complete a partially invoiced sales order keeps the status of the order as "Partially Invoiced Order".
Sales Order	Cannot print Cancelled Orders from Sales Order entry window
Sales Order	Incomplete Shipping Address not overriding default location address on Sales orders.
Sales Order	In CYMA, all payments are coming in as the MethodOfPayment of '1' (credit Card) regardless of the payment method selected on the invoice window.
Sales Order	Order Manager won't email Sales Order if order has a Hold Status "No orders are ready to email"
Sales Order	Drop ship lines for products that don't exist are not included in tbInvoiceDetail
Shipping	Packages tab of sales order uses the Order Service instead of CarrierService from tbOrderPackagesText
Synchronization	An existing payment/credit may be unapplied from Invoice with multiple payments after synchronizing with QuickBooks
Synchronization	"Cannot TRUNCATE TABLE 'tbCustomerPaymentInvoice' ..." may occur when syncing "since first QB use"
Web Store	"An error occurred trying to contact the server: Encountered unexpected character '<'." received due to 520 origin error from webstore.
Web Store	Add option for Webstore inventory export to select whether to export by Sales Unit or Stocking Unit

11.0 sp4

Version 11.0 sp4 was made generally available on October 13, 2020 (Build 5066)

Component	Summary
Business Activity	"Invalid use of null..." invoice synchronization error may be returned after creating a sales or service order from a Business Activity
Business Activity	Business Activity "Billed" option remains checked for a cancelled Service Order
Configuration	Receive "Unable to process credit card because Acctivate is no longer connected to Intuit Payments"
Data Presentation	Product List should display calculated list price when price type <> P
Data Presentation	Read only windows round unit prices and unit costs to two decimal places
Data Presentation	Add a user permission to hide vendor's balances and financial information from the vendor's list view
Data Presentation	Default Open only filter on Purchasing list includes cancelled purchase orders
EDI	"Multiple matches found for product:" when importing in an EDI Order
Inventory	Track and Trace right click menu options do not work
Inventory Assembly	Serial Numbered Assembly Products allow posting an assembly quantity greater than one.
Reports	Update barcode formula in standard reports to remove external dependencies.
Sales Order	Discontinued message does not display on sales orders after hitting tab when entering item
Sales Order	Printing a Pack List from Order Manager changes the workflow status when it shouldn't based on Packaging Configuration
Sales Order	Printing or Editing a Picklist doesn't change the related Sales Order Workflow Status to Pick In Progress
Sales Order	"Nullable object must have a value" Adding Note Line To Sales Order when using AvaTax
Sales Order	Substitute Products Do Not Reset After Changing Product
Sales Order	"Violation of PRIMARY KEY constraint" error while editing Lot Numbers
Sales Order	If Capturing a Credit Card fails, the payment information is wiped out
Sales Order	Lot/Serial selection dropdown window still displays selected lot/serials
Sales Order	Changing the Location on a Sales Order wipes out the Reference field
Sales Order	Avalara exception when trying to save a Sales Order with Customer ID longer than 50 characters.
Sales Order	Package Shipments button on Sales Order doesn't work after releasing credit hold
Sales Order	Opening, editing and saving the Enter Sales Order window may take a long time to respond
Sales Order	Unable to process credit cards through Order Manager's Create Invoice window.
Sales Order	Only the first 20 characters in tbCustomerShip.Attn populate on tbOrders.ShipToAttn
Synchronization	Only synchronize Sales Order number to QuickBooks Invoice Memo if it's not the same as the Invoice Number
Web Store	eBay Inventory Export returns Exception if the product does not exist on eBay

11.0 sp3

Version 11.0 sp3 was made generally available on August 24, 2020 (Build 5060)

Component	Summary
Business Activity	Configuration option to choose which Custom Fields are displayed for each Business Activity Type
Create Company	Default Booked and Scheduled workflow statuses left blank after creating a new company.
Create Company	Default forms are not set in Configuration Manger for the Pick Ticket and Credit Memo.
Customer	Don't allow the same Customer Product ID to be assigned to two different products
Data Presentation	"Execution Timeout Expired...." exception is received filtering the Product List on a product with a lot of transaction history
Inventory Trace	Some lot numbers in Track and Trace will not include any transactions when a product uses itself as a component
Reports	Track and Trace report may show duplicate transaction records if product has been transferred
Reports	Change InvOnHandLots.rpt parameter to use ProductWarehouseSummary.Warehouse instead of ProductWarehouse.Warehouse
Reports	Inventory Reorder Report is not consistent with Business Alerts Reorders Tab
Reports	Pick Ticket and Pack List may still show OrderDetailLot lines that were already invoiced
Sales Order	Mousewheel down in the Lot/Serial selection window can duplicate the Lot/Serial line
Sales Order	Sales orders cannot be printed if the order has a credit hold
Sales Order	"Cannot set workflow status due to current order status" exception is received opening the Enter Credit window if the default order status is 'Booked'
Sales Order	Enter Sales Order window only displays the Job part of the linked Customer:Job record
Sales Order	Applying Open Credits While Invoicing Does Not Consider Shipping Charges
Sales Order	PickList "Overflow" exception if distance is more than 5 digits in length
Sales Order	Printing a Pack List causes the "Warn if duplicate PO" sales order message to appear twice in a row.
Sales Order	Unable To Invoice With Shipping Charges In CYMA Edition
Sales Order	"Schedule Order" button on sales order toolbar leaves order status text as "Booked Order"
Sales Order	Unable to enter total weight or length when using Variable Pricing options.
Sales Order	User permissions for printing sales order documents do not block printing documents
Sales Order	Cancel Order option appears for a partially invoiced sales order
Sales Order	Order quantity scheduled in full when product Availability is zero when Scheduling a Sales Quote
Sales Order Import	Validate Lot and Serial Number availability during Sales Order import
Shipping	Carrier Billing Option "Include on Invoice" does not work with Packaging Manager
Shipping	User able to create and package shipment in packaging manager for order on credit hold

11.0 sp2

Version 11.0 sp2 was made generally available on July 9, 2020 (Build 5055)

Component	Summary
Attachments	Remove padding to the right and below of attachment window controls
Create Company	Conversion failed exception received during customer import in create company
Create Company	Unexpected/Invalid LineType while setting new product error received during Sales Order import in Create Company
Customer	New "CustomerBalance" data view to improve performance of Customer List and Edit Customer window
Customer	"Either BOF or EOF is True" may occur when selecting a customer on the Edit Customer window in CYMA edition
Customer	Customer Tax Info tab on Edit Customer does not show tax exemption category checkboxes in CYMA edition
Data Presentation	Sales order read-only window shows link to voided assembly session
Data Presentation	Syntax Error: ts" FROM (SELECT Ap_Vend3.*... when filtering Vendor List in CYMA Edition
Data Presentation	Inventory transaction not found exception received after deleting session while using transaction list
Data Presentation	Sort inventory transaction details based on original entry sequence
Data Presentation	System Null Reference Object reference not set to an instance of an object may be received saving a sales order.
Database Maintenance	"Permission Denied: Backup File contents cannot be viewed due to SQL Server user security settings" blocks backup during upgrade
Database Maintenance	"Backup failed ... because it was originally formatted with sector size 512 and is now on a device with sector size 4096." may occur when backing up Acctivate database
Database Maintenance	Multiple "The backup file was not found on the database server." warnings
EDI	Customer default Marketing Code not set on Sales order import from EDI and imported Sales Orders
EDI	Editing/Saving an EDI 940 Warehouse Order doesn't prompt to re-send the 940 again
Email	Default Pick Ticket Email Message Templates not defaulting.
General	Syntax Error: SELECT Description FROM {<< ??? >>{Gl_Acct}}... in CYMA edition
General	Improve error reporting for errors encountered in the .Net code
Import	Non Inventoried items can be imported in as an inventory receipt and posted.
Installation	Retrieving the COM class factory for component with CLSID {A64CD4E2-CA3B-11D2-A84F-00104BEDBBF8} failed error
Installation	"Error running database update: Alter failed for Column 'OriginType'" may be received when updating CYMA
Inventory	Rounding causes discrepancy between inventory receipt amount and purchase invoice amount
Inventory	Components of custom and process assemblies should have their availability based on the Act Qty instead of Std Qty
Inventory	Display only locations and quantities for a specific lot number in Inventory Transaction windows
Inventory	Component Available quantity in Assembly window and Components tab rounds to 6 decimals while other fields round to 7.
Inventory	"Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record." when creating a transfer.
Inventory	Landed Cost transaction is not posted after selecting to change the transaction date
Inventory	Inventory Issues do not default to the first alpha-numerically warehouse.
Inventory	Creating Receipt from Purchase Order window, then Cancelling, leaves receipt behind
Login	"Object reference not set to an instance of an object" when logging in to CYMA edition
Lookup	Voided invoices are displayed in the Invoice look up
Mobile	Application Identifier 30 not recognized on mobile.
Mobile	Acctivate Mobile may fail during installation of Crystal Reports runtime
Notes	Customer Notes Are No Longer Added To Orders
Purchasing	'Purchase Invoice' User Permission Set To "Not Allowed" Does Not Hide PO Invoice Info In PO Window.
Reports	Option to Print Pack Lists from Picklist window
Reports	Extra blank row may appear between company phone and email in forms if company fax is blank
Reports	The report file cannot be found error received after importing acctrpt file
Sales Order	Invoices with coupon products or other discounts with negative prices cannot be processed by Authorize.Net
Sales Order	"Reset scheduled quantities" Order Manager action should be "Schedule Order" for Quotes
Sales Order	"Cannot set workflow status due to current order status." if printing Pack List for Completed Order
Sales Order	Inventoried product without warehouse record defaults to N line on Sales Order
Sales Order	Changes to Customer Bill To and Ship To Address information may be reverted when saving on a Sales Order
Sales Order	Payment type cannot be selected for a sales order in CYMA edition
Sales Order	Lot/serial products use the order line location instead of the lot/serial location when invoicing
Sales Order	Lot Availability on Sales Order is incorrect when different products on the order have the same Lot Number.
Sales Order	Changing Sales Order detail Taxable box does not affect tax in CYMA edition
Sales Order	Adding Shipping Charge in the Create Invoice window resets order detail catch weights.
Sales Order	Change Workflow Status Action menu doesn't sort workflow statuses properly
Sales Order	Sales Order Kit Components aren't sorted based on the Kit Product's component setup.
Sales Order Import	Issues importing orders from spreadsheet
Shipping	ShipToAddress1 can map to ShipTo Street2 in ShipStation
Synchronization	SubmitInvoiceBatch: error while modifying credit memo {number} {GUIDInvoice}: The provided edit sequence "{number}" is out-of-date. Modification reason: OrderNumber changed from <> to <{number}>
Web Store	Inventory Availability updates for Web Stores may be very slow when using kits
Web Store	Salesperson ID is not set for Web Store Orders
Web Store	Errors for BigCommerce sync when customers are received from responses in JSON instead of XML
Web Store	Last Order Imported Timestamp not updating when the order has been skipped and not imported.
Web Store	a:StrIsIn function does not work on 3rd parameter
Web Store	Allow changing web store type to/from Xml File without resetting mapping

11.0 sp1

Version 11.0 sp1 was made generally available on April 28, 2020 (Build 5041)

Component	Summary
Business Activity	Time defaults to 1, then resets to 0 when saving a Business Activity
Business Alerts	Inventory Reorder Proof reports include all products, not just selected products.
Configuration	The "Do not overwrite changes..." checkbox should be checked for new reports and for ones modified by the user
Configuration	Show Status description, not Code, and restrict changes for existing Workflow Statuses
Configuration	"Object variable or With block variable not set" when opening "Purchase Options"
Configuration	Newly created users have System Administration permission
Configuration	Cursor stays as a spinner when opening Purchasing Options under Configuration Managment
Customer	Address for a new customer includes an extra space in the address box if a First and Last Name were provided
Customer	"Client Site not available" when choosing Yes to save customer changes after closing the customer window
Customer	Billing, Shipping, and Contact Information for New Customer Record created from Sales Order is not set
Data Presentation	Improved layout for notes and reminders in Timeline
Data Presentation	Product ID drill-down from Components list on BOM tab of Product List window
Data Presentation	"View Sales History" user permission to hide Sales History grid on Edit Customer window and Sales Summary of Customer List
Data Presentation	Hide blank Inventory tab for non-inventoried item types on Product List window
Data Presentation	Show message on Prices tab of Product List window when no pricing exists
Data Presentation	Products with multi-line descriptions won't fit in product list window and hide details
Data Presentation	Show Special Instructions from Footer of Purchase Order Window on Purchasing List window.
Data Presentation	Product list window should provide a way to easily see the full description
Data Presentation	Email Icon in timeline of List windows should open the email window
Data Presentation	Add web order number to read only Sales List side panel
Data Presentation	Inventory price and cost permissions don't hide relevant data in Product List
Data Presentation	"Incorrect syntax near the keyword 'AND' ..." may occur when searching the Customer Timeline
Data Presentation	Receive "You do not have permission to view credit memos" when drilling down to a credit memo from Customer Timeline
Data Presentation	Saved Timeline type filters aren't applied when List windows are first opened
Data Presentation	Selecting either the Assembly or Purchase Orders type filter on the Products Timeline will also select the other one
Database Maintenance	Warehouse locations in HEAD branch and in 11.0 are a mixture of old and new locations
EDI	810 EDI Invoice Transaction does not include Primary UPC when 850 does not include UPC.
EDI	810 Invoice Price using Display Price not Stocking Unit Price
General	Selecting About from top Help menu may cause Acctivate to become unresponsive
General	_ACCTQ.ini uses GUIDOrderWorkflowStatus for Packed instead of Ready to Pick when setting @OWFSDefaultScheduledStatus
Installation	Component checker may not catch older SSR2C.DLL registered by another application
Installation	Acctivate Mobile installer fails if a newer version of the Crystal Reports runtime 64-bit is already installed
Installation	Switch to .NET Zip and Unzip functionality from legacy DynaZip Active X component
Installation	Acctivate new install may fail with "Could not install Visual C++ 2015 runtime (Error 0x666)"
Installation	Acctivate installation may fail if SQL Server 2019 is already installed
Inventory	"Location 'somelocation' was not found..." message is returned adding a product to a assembly session when quantity in that location is inactive
Inventory	Reduce Lot Serial Location availability by WIP Quantity
Inventory	Lot availability warning appears on transfers when entering the exact available amount with a precise decimal
Landed Cost	Either BOF or EOF is True, received on Landed Cost transaction when Product ID is not correct
Login	Login window may display as just a border when starting Acctivate
Lookup	Purchase Order lookup may get stuck showing "Loading..."
Mobile	Mobile Route Delivery: Could not disconnect from the web service: Column 'Primary' does not belong to table Product Alt.
Mobile	Mobile Picking page forward and page back buttons not working
Mobile	"Specified cast is not valid" when submitting a pick from mobile
Product	Standard Cost Method may reset to None when editing non-inventoried products
Purchasing	Ordered Amount on a New Purchase Order caches the Order amount
Purchasing	"Either BOF or EOF is True, or the current record has been deleted..." exception received adding line items on a purchase order
Purchasing	Next Action button allowing customers to create drop ship and special order PO's in Acctivate without being licensed for the module.
Reports	_CompanyAddress and _CompanyNameAndAddress parameters don't include City, State and Postal code unless a second address line exists
Sales Order	Service Order action menu shows 'Cancel S'
Sales Order	Cannot Batch Print from Order Manager
Sales Order	"Error occurs" when opening a sales order that has lines with an invalid Product Class GUID
Sales Order	Mark Completed (Cancel Backorder) should appear for partially invoiced orders in Booked and Scheduled status
Sales Order	Cannot create Vendor Returns (Drop Ship or Special Order) from Customer Credit Memo edit window
Sales Order	Cannot cancel Sales Order With Drop Ship lines if Vendor PO hasn't been created
Sales Order	Cursor should move to Ordered quantity when a product is entered or chosen on a sales order line
Sales Order	Cursor moves to the Customer field when entering edit mode on a sales order
Sales Order	Cannot Invoice a Credit Memo for Products that have negative availability
Sales Order	Tab key on Sales Order entry window skips over PO field
Sales Order	"Invalid property value" when Order Manager is full screen and Acctivate is minimized
Sales Order	Changing Workflow Status from Order Manager may cause Exception/Crashes
Sales Order	Cannot use negative discount pct on a line to increase the line amount
Sales Order	Pick Ticket and Pack List forms cannot be printed from the Action menu of the Service Order window
Sales Order	"Either BOF or EOF is True..." exception when voiding a sales invoice with no GUIDOrderWorkflowStatus and there is no "Shipped" workflow status
Sales Order	"Order has no billable lines" message is confusing when attempting to "Create Invoice" from a Booked Order
Sales Order	OriginID and OriginType are not set in version 11 for manually created orders
Sales Order Import	System.NullReferenceException: Object Reference not set to an instance of an object received on Sales Order Import
Shipping	Shipment created from the import of a 945 does not show in the Invoice record even when it shows in the Create Invoice window.
Shipping	Shipping Workstation sync window should update to show status of automatic syncs
Shipping	"Unexpected error, fShipWorkstationSync:IsShipStationEnabled" exception on Windows 7 workstations
Shipping	ShipStation sync does not appear to import packages (except one)
Shipping	ShipStation error returned on shipments "System.Xml.XmlException: Encountered unexpected character '<'."
Shipping	Syncing with ShipStation results in "Encountered unexpected character 'U'" error when enabled in Config Mgr without credentials
Shipping	Timestamps in ShipStation are in PST/PDT
Synchronization	Invoice with positive Subtotal, but negative Total due to Discount should be synchronized as a Credit Memo
Synchronization	Invalid use of Null when an invoice is modified prior to the QuickBooks Dividing Date (Accountants Copy)
Web Store	Webstore error in a:GetLine(Street,1) expression
Web Store	Timeout Expired messages may be returned importing or exporting large batches of webstore records

11.0

Version 11 was made generally available on March 25, 2020 (Build 5032)

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
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
Configuration	Report Catalog displays the 'JobMgmt sub catalog in QuickBooks edition
Configuration	Heat map to show warehouse location utilization
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
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
Create Company	Create Company may not set Minimum and Maximum stocking qty correctly.
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	Warning with SQL Server Backup file contains more than 10 backup sets
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	Add the Voided column to INVTransactionDetail
Database Maintenance	"An error occurred in the Microsoft .NET Framework while trying to load assembly id 65536." may occur when starting Acctivate
Docs	Legacy "What's New - Tip" pop-up windows may appear for new users
Docs	Pressing F1 doesn't display help in Configuration Manager
EDI	Block allowing %TIMESTAMP% on incoming Mailbox Files Mask
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
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
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
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	Install SQL Server 2017 Express during Acctivate Server (New) Install
Inventory	Option to open an existing Assembly session in Mobile Assemblies
Inventory	Unable to create inventory adjustment for Special Order Only item
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	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	Balance Adjustment doesn't show two decimal places for Unit Cost
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	Display Qty Available for components on Inventory Assembly window and improve View Product shortcuts for assembly and component items
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
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
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	For blind Mobile Count, location is blanked in the inventory count sheet if left blank
Price Check	Quick Quote does not support Customer Contract pricing
Product	Enter product IDs manually on Components tab for assemblies, kits and assortments
Product	WIP column does not appear when adding components to variable build not listed on components tab
Product	Remove Taxable field from products and transactions, leave in data views for reports
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	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	Repeated "Cannot change Product ID after posting an Inventory Receipt" message on Purchase Order line
Purchasing	PODetailInvoiceSummary Database View and Completed Purchase Analysis report should use the home currency
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	Group print and email options separately when viewing Purchase Order forms
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	Convert Status drop-down to a toolbar button on Enter Purchase Orders toolbar with Action... menu
Purchasing	Unable to "Restore Settings" on the Purchase Order Invoices tab
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	Primary Location Restocking report calculates incorrectly.
Reports	Inventory Receipt report prompts should include option for PO Number
Reports	Voided Inventory Transactions report
Reports	Remove legacy, unused "Inventory Balancing Entries" report
Reports	Perform market basket analysis on recent Sales Orders
Reports	Crystal Reports Viewer 13.0.19.2313 splitting words when word wrapping
Reports	Change the ProductWarehouseSummary View alias in InvOnHandLots.rpt to be ProductWarehouseSummary.
Reports	New system parameters for Crystal Reports: ?_CompanyAddress and ?_CompanyNameAndAdddress
Reports	Report definition not found error received adding selection prompts to new report prior to saving
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	Hide unused Note field on Invoices tab of Sales Order window doesn't work
Sales Order	"Copy as Quote" option to copy existing Sales Order as new Sales Quote
Sales Order	Creating a Sales Order from a Business Activity may set the incorrect InvoiceFormat
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	Multiple-step operation generated errors received when invoicing non-standard lines longer than 30 characters
Sales Order	Schedule (or Book) shortcut on Sales Quote window
Sales Order	Void (Delete) button on Customer Invoice window
Sales Order	Cannot update Workflow Status on Sales Order window for Completed order
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	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	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	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	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	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	Move New Activity button on sales order into Create... list on sales order.
Sales Order	Acctivate Caught In Endless Loop When Out Of Invoice Numbers
Sales Order	Add a "Next Action" button along with an "Action" drop down on the sales order toolbar
Sales Order	Credit hold does not block printing of certain forms from Action menu in Order Manager or Sales Order.
Sales Order	Constrain Workflow Status list based on Sales Order Status
Sales Order Import	"filename" could not be loaded" may occur during sales order import from text file
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	"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 canceled.
Shipping	Carrier Service field in tbOrderPackagesText limit should be increased to 50 characters
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	Memo on the line of a Vendor Bill in QuickBooks should be the PO number instead of the product description.
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	Remove cell borders from data entry and read-only grids
User Interface	Cannot use the CTRL Tab shortcut to swap between windows if the order manager window is open
User Interface	Create read-only data presentation screens
User Interface	Product Information window Inventory tab does not display column headers correctly
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
User Interface	Some tab panels have a darker gray background color
Web Store	Use Shopify JSON API for Payment Details as they are no longer in Orders API
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	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	Warn if Shopify Store URL may be incorrect
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