+1-757-461-3022 x124

Library

Primary tabs

The contact merge utility makes it possible for you to easily merge duplicate contacts into one contact record. In this article, we will describe how the utility works, and we will also look at several use case scenarios for how you can take advantage of the contact merge utility in practice.


In this article we will look at how CRM accounts are used and how they relate to customers, vendors, contacts, and addresses. We will also look at the link between CRM accounts and incidents. To illustrate this linkage, we will enter an incident linked to an account and an item, and then we'll add to-dos to the incident and assign them to users who must complete the to-dos before they may close the incident.


The goal of the distribution resource planning (DRP) functionality is to allow users of commercial editions of xTuple to be able to generate planned transfer orders between sites either manually or using netting logic contained in the material resource planning (MRP) and master production schedule (MPS) algorithms.


Drop ship purchasing automates the order creation and transaction process for distribution-oriented businesses who purchase goods directly against sales orders, and then want these goods shipped directly to end customers.


This article is designed to illustrate the powerful features of the xTuple ERP "Event Management" system. To take full advantage of these features, it's important to have an understanding of how events work.


Master Production Scheduling (MPS) is a planning system which serves several important purposes: 1) increases visibility into future demand; 2) provides capability for anticipating future demand; and 3) drives the plan for lower level components (i.e., material requirements) based on the forecast


The purpose of multi-company consolidation is to allow companies implemented on separate databases to report on a single consolidated financial statement. An xTuple utility that synchronizes trial balances across these databases has been developed for this purpose. Child databases maintain company-specific trial balance data and a parent database receives copies of the data from each child. The new parent data can then be used to generate consolidated financial statements using the xTuple Financial Reporting Engine (FRE).


If your company does business in multiple countries, then this article describing xTuple's multi-currency support is a must read. Support for transactions in multiple currencies is built into the core software, with support also for tracking exchange rate fluctuations.


Whenever you attempt to change the quantity-on-hand (QOH) of a multiple location control" (MLC) item, you are presented with several inventory distribution options. In this article we describe those options, taking you step-by-step through the distribution process.


An outside process is an external process or service that is performed by someone (i.e. a vendor) outside your company. For example, if you manufacture items which have chromed parts on them — but your company does not have a metal chroming facility — then you would need to send the raw metal part to an outside vendor who have the chroming done for you. This document describes xTuple ERP's support for outside processing.