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Setup Steps
Two system settings will need updated at Supervisor Menu / Set Up Options / Agvance Setup Menu / Agvance Preferences . The API Settings, also found in the Agvance Setup Menu, will need filled in as well.
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SV-2647 / Pickup/Delivered on Delivery Ticket – When adding a Delivery Ticket, indicate if the Product(s) are being picked up or delivered. Why – This helps identify how the order was fulfilled which helps resolve any questions that may aris...
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The following steps outline the process Agvance follows to determine the pricing hierarchy when invoicing.
Booking
Agvance first looks to the price entered on a Booking.
When product is booked, the price on the Booking is honored.
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There are a few approaches to writing off all or a portion of a Customer balance - using the Write Off utility, using Pay Methods, and using Discounts.
Payment Method Setup
Setting up a Pay Method is recommended for writing off Customer ba...
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Last Updated: 06/23/2026
in Release Notes
2026 06.23.2026 AN-3781 / DealerOrderStatus Data Source – In the DealerOrderStatus data source, the Booking number now comes from the book table instead of the bookli table. AN-3780 / UACData Data Source – The UACData data source has had...
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Accounting A/R FTM-4928 / Standard Payment on Account Penny Rounding – A Penny Round section was added to the Payment on Account window to select a GL Acct and enter the Amount to round a Payment with a Cash Pay Method to a differe...
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FTM-5045 / Update Post TankReading – LPTankReadings.DaysToEmpty can now be updated through the API Post LPTankReadings.
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Add a Quick Ticket Window
To add a Quick Ticket transacti...
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Record Customer payments and adjustments updates Customer A/R balances and affects the General Ledger.
For information regarding taking Payments in Agvance SKY Customer, ...
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The Accounting Location setup area includes a G/L Posting tab where the key G/L posting accounts are defined. Those companies with multiple locations will set up each plant separately at the home office.
Key Account Codes – Define the G/L...