+1-757-461-3022 x124

Library

Primary tabs

What does "Error on socket 0" mean?

That error typically indicates there is either an incorrect mail server configuration or a network problem of some kind. Check the mail server options in the xTuple Connect menu. Also check your mail server and network routing to make sure all is in order.

Was this Helpful?
up
48 users have voted.

What does this error mean: "connection to specified xtuple erp server cannot be made"?

We have spoken with various users who encountered this error and discovered something in common with both. Both had prior installs of other Open Source solutions on their computer, prior to installing PostBooks®. In both cases the the other product also installed an instance of PostgreSQL. It appears the two installations of Postgres are conflicting, and preventing the PostBooks® installer from finishing the install. If you are done for the moment evaluating the other Postgres-powered application, try uninstalling it, and then running the PostBooks® installer again

Was this Helpful?
up
48 users have voted.

Do I need an opportunity type?

Yes, the opportunity type is required when creating an opportunity. That means you must have opportunity types defined before you can successfully save an opportunity.

Was this Helpful?
up
47 users have voted.

Do you have basic project management information?

The topic of project basics is covered in some detail in the manual Managing Projects with xTuple. The book can be read online for free or purchased for download through the xTuple MarketPlace.

Was this Helpful?
up
47 users have voted.

How many sales categories do I need?

The number of sales categories you need depends on how granular you want your sales accounting to be. You can get by with only one—or create multiple to provide detailed accounting for a wide range of sales scenarios.

Was this Helpful?
up
47 users have voted.

My product is not showing up in the right group on the xTupleCommerce website. Where do I fix this?

The product catalog is managed in the xTuple ERP database. You’ll want to check the product catalog to make sure the product is in the right group.

Navigate to the item in the xTuple ERP database. Then, under attributes, look at the table on the bottom of the window. The group name will identify which group(s) the item is associated with in the catalog. 

If the item should be showing in a different group, navigate to the item groups via Products > Item > Groups. Then select the group you want to edit and make any needed change. 

Was this Helpful?
up
47 users have voted.

What are item characteristics?

Item characteristics are used to create additional layers of information about items. For example, let's say you sell toy trucks. You might use item characteristics to define the various options available on your toy trucks—such as paint color or decal kit. Taking the color example, your toy truck characteristics might include "Red," "Green," "Blue," and "Yellow." Item characteristics are useful for reporting purposes. They also play a key role in the assemble-to-order configuration system.

Was this Helpful?
up
47 users have voted.

What are the job cost recognition options?

The job cost recognition options establish the default costing behavior when creating work orders for average cost or job items. These defaults can be overridden at the item site level or at the level of specific work orders you create. If the to date option is specified, all of the WIP costs accumulated to date will be charged to the cost of sales when the item is shipped. If the proportional option is specified, a value up to the proportional value of the total quantity shipped will be charged to the cost of sales when the item is shipped. For an example of the proportional method, assume 3 items are to be shipped on a job work order and all the material has been issued—and if only 1 of the 3 is shipped—then 1/3 of the value charged to WIP at that point will be charged to the cost of sales.

Was this Helpful?
up
47 users have voted.

What is included in inventory history?

Inventory history records are generated any time quantity in an item site is changed, either up or down. For example, when quantity is received into inventory, an inventory history record is created. The same is true when quantities are issued to shipping or work orders. Any inventory movement is tracked in the inventory history report.

Was this Helpful?
up
47 users have voted.

When will the next xTuple ERP release come out?

See our Product Roadmap for a general idea of when xTuple ERP will be released next and what the major upcoming features will be.

Our goal is to have two features releases a year (x.y.0), one in June and the other in December, plus a few bug-fix releases. This schedule is not exact. Feature releases will be published when their defining features are complete. Bug-fix releases will be published as needed. Between August 2007 and July 2016 we published a release on average every 8 weeks, not counting betas and release candidates. That included 21 feature and 38 bug-fix releases (on average a little more frequently than 6 months and 3 months, respectively).

Was this Helpful?
up
47 users have voted.

How do I handle deferred revenue?

To handle deferred revenue, enter a cash receipt and specify you want the balance applied as a customer deposit. Doing this will ensure the cash balance is posted to the deferred revenue account, as defined in the receivables account assignments setup.

Was this Helpful?
up
46 users have voted.

How do we boot a user from the database?

In order to forcefully disconnect a user from the database, you have to find the Process ID (pid) for the backend connection of that user. Each user connection to the database spawns a backend process for their connection. Once you know the pid for the process, you can kill the process. On unix the command would be "kill [pid]" while other OSes may have different ways to kill a process. In order to find the pid you can look at the pg_stat_activity table and the column procid should contain the number you need.

Was this Helpful?
up
46 users have voted.

How is the vendor unit ratio used?

The unit ratio specifies the ratio between inventory and vendor units of measure (UOM). For example, if you stock an item in single units, but a vendor sells you the item in cases of 12, then you would enter "12" as the vendor unit ratio (i.e., 12:1). If the ratio is 1:1, then enter "1" as the unit ratio. Having a defined vendor unit ratio allows you to purchase inventory in the vendor's UOM. However, on receipt that inventory will be converted automatically to your inventory UOM.

Was this Helpful?
up
46 users have voted.

What IP address should I put in my pg_hba.conf file?

That's called CIDR notation. Here's a handly calculator for figuring out an appropriate value: http://www.subnet-calculator.com/cidr.php.

You need to know a little about the network you're setting the server up on and a bit about subnetting. A client may need to allow various networks to connect - they may have several subnets, etc - each network from where you want to allow connections from needs to have an entry in the pg_hba.conf, or at least a rule that fits. 0.0.0.0 is a catch-all - any address will match with that rule.

But, suppose you have a remote office, with a fixed IP on their router - all traffic from inside the office goes out with the same WAN IP of that router, say the WAN IP is 129.42.60.216 - that's a single address from a single device. So, on your postgres server where they are connecting to you would create a pg_hba.conf entry similar to:

host all all 129.42.60.216/32 md5 /32
is the same as
255.255.255.255 ( 1 address) /24
is the same as
255.255.255.0 (254 addresses)

Also, keep in mind that the pg_hba.conf file is read top to bottom. As soon as Postgres finds a rule that allows access, it stops reading rules - so make sure your access rules make sense. You can do all sorts of interesting things with the pg_hba.conf. Read the comments at the top of that file.

Was this Helpful?
up
46 users have voted.

What is an honorific?

An honorific is a word (often abbreviated) added to the front of a person's name as a form of esteem or respect for that person. For example, if John Smith is a doctor, you might refer to him as Dr. John Smith. In this example, the introductory Dr. is an honorific. Other common honorifics include Mr., Mrs., Ms.

Note: Honorifics are user-defined. They may be long or short, abbreviated or not.

Was this Helpful?
up
46 users have voted.

Where are priorities used?

Priorities are used by incidents. The priority assigned to an incident helps determine the relative importance of the incident. Sample priorities might include "Very Low," "Low," "Normal," "High" and "Very High."

Was this Helpful?
up
46 users have voted.

Why can't I enter a credit card receipt?

When entering credit card receipts, make sure you've selected credit card as your cash receipt funds type. Second, check with your system administrator to verify your site is configured to use credit cards. Some set up may be required.

Was this Helpful?
up
46 users have voted.

Why can't I ship my transfer order?

If you are trying to ship a transfer order but it doesn't appear in the list of orders to be shipped, there's a good chance the transfer order has not been released yet. Transfer orders must be open/released before they can be shipped. To release a transfer order, change its status from unreleased to open.

Was this Helpful?
up
46 users have voted.

How are returns and return authorizations different?

The primary difference between returns and return authorization is their relative complexity. Returns are quick to process and complete. They are designed for simple scenarios. Return authorizations, on the other hand, are far more complex. They support complicated business processes in a way that simple returns do not.

Was this Helpful?
up
45 users have voted.

How can I learn more about job costing?

The topic of job costing is covered in some detail in the manual Managing Projects with xTuple. The book can be read online for free or purchased for download through the xTuple MarketPlace.

Was this Helpful?
up
45 users have voted.

How do I handle Purchase Order Returns (i.e., rejects) in the vouchering process?

If you are having trouble vouchering a Purchase Order because there are Returns logged against it, then you probably left out an important step: Creating a Credit Memo for the Return. To do this, go to the "Uninvoiced Receipts/Returns" report screen and right-click on the Return record. In the right-click menu is the option to create a Credit Memo for the Return. Once the Credit Memo has been created, you should be able to continue processing your Voucher. Later, you can apply the Credit Memo to an open Voucher.

Was this Helpful?
up
45 users have voted.

How do I process and approve worksheets?

If you have the appropriate privileges, you can approve and process worksheets from the list view of worksheets. To approve a worksheet, select the worksheet in the list. Notice the gear icon to the far right-hand side of the row. When you select this gear icon one of your options will be to approve the selected worksheet. Other options include the vouchering, invoicing, posting, and deleting of worksheets.

Was this Helpful?
up
45 users have voted.

I updated information in the ERP, but it’s not showing up on my xTupleCommerce website. What could be happening?

Some information may not show up on the xTupleCommerce website immediately. Instead, it stays in the cache. Think of the cache as a net that holds on to some of the changes.

To manually flush the cache (release the net of changes), log in to your xTupleCommerce website. Then navigate to Admin > Icon > Flush all Cache and select to flush all the cache.

Note-If after flushing the cache the formatting of the site looks like it has changed, refresh the page and it should go back to normal. 

 

Was this Helpful?
up
45 users have voted.

What are extensions?

Extensions are features—usually groups of features—which extend the core xTuple functionality. Common examples of extensions include modules (e.g., CRM) and packages (e.g., Time & Expense). Extensions must be administratively linked to individual databases before database users can access them. Some extensions are commercial and must be purchased, whereas others are free and available on demand.

Was this Helpful?
up
45 users have voted.

What is the goal of project accounting?

The Project Accounting add-on package for xTuple is a solution especially designed for professional services companies, non-profit groups who need fund accounting and manufacturers or distributors with advanced project accounting requirements. At the heart of Project Accounting is the concept of the "virtual" General Ledger (G/L) Account. With Project Accounting, virtual G/L Accounts are built dynamically or "on-the-fly" using a combination of existing G/L Account Numbers and the linked Project Name. Transactions flowing from Project-related Sales Orders, Purchase Orders and Work Orders are generally supported by Project Accounting.

Was this Helpful?
up
45 users have voted.