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Knowledgebase : Savance Enterprise > Administration
     
The manual upgrade script will fail when running the EIOBoard manual upgrade script from Azure Data Studio. Azure Data Studio is not support at this time. Please run the manual upgrade script from SQL Management Studio or SQLCMD to see the desired resu...
Sending a Savance Enterprise client's logs can be very helpful to Savance's development team. There are two ways to do this. _USING THE SAVANCE ENTERPRISE CLIENT_ The first (easier) way to capture the log files is to do so through the Savance Ent...
This documentation covers configuring terms, allowing you to understand how the Term Codes are generated and how to use these Terms in payments. * Configuring Terms [1] (Video) * Configure Terms [2] (PDF) Links: ------ [1] http://www.youtube.c...
The IIS logs can fill up the hard drive. IIS settings can be tweaked to control logging. You can move the log to another drive or turn off logging all together. * In Internet Information Services (IIS) Manager, you can configure logging at the virt...
If you need to set a return penalty for either Vendors or Customers: 1. Select 'Admin'->'Administrator' in the top menu. 2. In the popup that follows, select the 'Sites' tab and the 'Site Settings' sub tab under it, then select 'Edit' at the b...
If you go to the SQL TASKS tab of the Savance Enterprise server, you will notice that there are multiple tasks that run on a minutely, daily, weekly, or monthly schedule. As an example, the Account Statistics for each customer is updated every night at...
Using the QuickBooks Customer Center, you can easily export data about the customers you do business with to an Excel file and import them into Savance Enterprice. * Click the Center containing the list you want to export. * Display the customers yo...
Using the QuickBooks Item List, you can easily export data about the items you buy and sell to an Excel file and import them into Savance Enterprise. * Choose Lists -> Item List. * At the bottom of the window, click the Excel drop-down arrow and ...
Using the QuickBooks Customer Center, you can easily export data about the vendors you do business with to an Excel file and import them into Savance Enterprice. * Click the Center containing the list you want to export. * Display the vendors you...
If you know the SPID of a process in OrderSavant (such as through the sp_lock or sp_who commands), you can run the following query to gain more information about that ID (the only thing that needs to be changed is the @spid variable at the top to whate...
First of all, check to see if the database is locked by running the following: sp_lock This lets you know what is currently locked right now because something is currently calling it to update it. If there are only a couple hundred rows, that is ...
This documentation covers how freight is handled in Savance Enterprise: * Freight [1] (Video) * Freight [2] (PDF) Links: ------ [1] http://youtu.be/7ScFSPNezgQ [2] http://www.savanceenterprise.com/downloads/documentation/Freight.pdf
If a user selects the "Status" tab on any order, and the Merge Releases and Force Out Release buttons are grayed out as in the image: Then they do not have the proper permissions to perform these tasks. To grant permission to Merge Releases, T...
From time to time you may want to extract the contact information stored within OrderSavant to use for marketing efforts. The below instructions explain how you would accomplish this. Open up SQL Management Studio on your server and connect to your ...
Once the Savance Enterprise server installation has been completed, the client application can be installed on PC's so that users can connect. This article walks you through the setup step-by-step. * The Savance Enterprise application installer is ...
First, you must login to ringcentral [1]. Now go to Settings, Outbound Fax Settings. Click on Cover Page. The best selection is the Modern since it's simple and clean. To Enable or Disable the Fax Cover in Savance Enterprise, you simply need to chec...
OPTION 1 - IF YOU ARE CONNECTED VIA REMOTE DESKTOP SESSION If you are using remote desktop, you can actually just go to the start menu, then type "Log Off" and select that to log off your active session and kill any open sessions of any application ...
The following article explains how to recover a deleted quote through the OrderSavant database. Because this involves database work on the back end, it is recommended that you handle this with great care and that only an expert or administrator runs t...
Card Code Verification (CCV) provides an extra measure of security against fraudulent credit card transactions. The Card Code is a security code that is printed on a credit card's signature panel in reverse italics, or following the full card number on...
Locks are placed on certain objects in Savance Enterprise to prevent multiple users from editing at the same time. This documentation covers how these locks are managed. * Lock Manager [1] (Video) * Lock Manager [2] (PDF) Links: ------ [1] htt...
INTRODUCTION TO PAYMENT TERMS DEFINITIONS Payment terms control when payment is due and what discount is applied if it is received within a certain time frame. For example, the payment term _2% 10 Days/Net 30 Days_ indicates that payment must be rece...
WEB MOBILE * _New Quote/Order Alert_ * To Email * Email is sent to the customer on the quote. * Email can also be optionally copied to the salesperson putting in the quote. This is a checkbox that must be checked. * From Email * Mobil...
Savance appreciates any feedback you have to offer regarding our products. It is these customer suggestions that have helped guide Savance Enterprise into the feature-rich product that it is today. Here is the method we use to prioritize feature cha...
Savance Enterprise has the following registry settings that can be set via the application or via a deployable registry script. These keys should be placed in one of the following folders: ALL SYSTEMS HKEY_CURRENT_USER\Software\Savance\OrderSava...
This Savance Enterprise documentation demonstrates how to define and assign security groups to restrict user access: * Security Groups [1] (PDF) * Security Groups [2] (Video) Links: ------ [1] http://www.savanceenterprise.com/downloads/documen...
The following documentation will show you how to set up the Savance Enterprise server. * Enterprise Server Setup Guide [1] (PDF) Links: ------ [1] http://www.savanceenterprise.com/downloads/documentation/Enterprise-Server-Setup-Guide.pdf
This documentation covers how to create custom templates with the Spreadsheet Administrator in Savance Enterprise. * Spreadsheet Administrator [1] (PDF) * Spreadsheet Administrator [2] (Video) Links: ------ [1] http://www.savanceenterprise.com...
This Savance Enterprise training video shows you how to use SQL Server Profiler: * SQL Server Profiler [1] Links: ------ [1] http://youtu.be/Q0J3MMWwpNs
With Microsoft Excel you have the ability to pull information from Savance Enterprise using a SQL query. This functionality will help you gather and organize information in an orderly manner. For starters, you will have to create a stored procedure tha...
This documentation covers how to configure sales tax in Savance Enterprise. * Taxes [1] (Video) * Taxes [2] (PDF) Links: ------ [1] http://youtu.be/EQSydizDRjU [2] http://www.savanceenterprise.com/downloads/documentation/Taxes.pdf
OVERVIEW The Savance Enterprise server applications and services should start by themselves, but sometimes they do not. Below is a list of what should be running on the Savance Enterprise server, depending on the features you use. SAVANCE SERVER ...

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