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Why am I no longer able to print from xTuple?

If you have recently upgraded your xTuple version and you find you can no longer print reports from xTuple (but you could before you upgraded), you may need to reinstall your print drivers. Another thing to check is your user profile. Try creating a new user profile and test whether you can print from that new user profile.

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How far back does xTuple support old versions?

The older versions supported by xTuple will vary depending on the current shipping release of the product. To learn more, please visit xTuple's Supported Versions (and End of Life policy) page.

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How do I export data from xTuple?

The quick answer is you can right click and use the Export As option to export data from any list in xTuple ERP. The more advanced option is to use the xTuple API.

To learn more, please see the article about using the API to export from xTuple ERP.

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How do I purchase support for xTuple?

Commercial support is available for xTuple products. Please see the support options page for more detailed information.

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My company has an xTuple support contract. How do I contact xTuple support?

If your company has a support contract with xTuple, you can reach the xTuple support team either by phone or by opening a support ticket using the online ticketing system. Each support contract with xTuple specifies two "named support contacts." The named support contacts are the people at your company who are eligible to contact the xTuple support team for help. If you are not a named support contact but still need help, you should address your questions to the named support contacts at your company. Your named support contacts will either know the answers to your questions—or they will be able to contact the xTuple support team to help get you the assistance you need.

Note: Ticket-only support is included for xTuple Cloud customers and also customers who have purchased Commercial PostBooks®. Ticket-only support allows for one named support contact per company and does not include phone support.

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Why can't I de-select a costing method?

If you have item sites using a costing method, you cannot de-select that costing method on the inventory configuration. Removing the costing method from item sites where it is used will release the costing method—and allow you to disable it.

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What is XTN?

XTN (xTuple Network) is a commercial business continuity service, featuring off-site backup and xTuple ERP version upgrades. Please follow this link to learn more about xTuple's XTN service.

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My product item is not showing up on the xTupleCommerce website. What could be wrong?

If an item is not showing up on the xTupleCommerce website it is most likely not selected in the ERP database to show up on the website. You can check by going to the product item, selecting the attributes and making sure the checkbox is selected to be published on the web. 

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What tokens can I use to build my email profiles?

As a general rule, any property on the source document (e.g., incident, customer, order, etc.) is available to be used as a token. For example, to get the email address of a contact on an incident, you would use the following token: {contact.primaryEmail}

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Can I add multiple email recipients?

Yes, to add multiple email addresses to any field (e.g., Cc:, Bcc:), simply separate the addresses with commas, as in the following example: "jsmith@company.com,rjones@company.com".

Tip: Consider using a generalized distribution email address if you have multiple recipients who need to be copied.

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How are units used?

Units exist so the system can automatically convert items or other objects to the correct measurement when necessary. Items provide a good example for why conversions—and also units—are needed. Let's say you stock an item in units of ea (i.e., each). This is your inventory unit of measure. However, you might sell the item in a different unit. Let's say you sell it by the cs (i.e., case). Because the system sees different units for the item, it will automatically convert the ea to cs when the item is sold.

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How do I stop the PostgreSQL service on a Mac?

When using the PostBooks® Installer to install xTuple ERP on a Mac, you may run into an issue if you have a previous instance of PostgreSQL running. If you get an error message during the installation that says:

"There has been an error. There is not enough shared memory. PostgreSQL component requires a minimum shared memory segment of 32MB. Please increase "shmmax" kernel parameter (in /etc/sysctl.conf) or close any other PostgreSQL instances before restarting installation."

You can use the Terminal application on Mac OS X to run commands to stop the database service. You'll give yourself Superuser privileges, then switch yourself to the postgres user, then stop the service.

  1. Make sure you've closed all connections to the postgres database, such as PGAdmin or xTuple.
  2. Go to Terminal (It's in Applications/Utilities)
  3. Type: sudo su -
  4. Enter the password you use to login to your Mac
  5. Type: cd /Applications/xTuple/postgresql/bin/ (assuming you installed xTuple in the default directory. If not, you'll need to change the path to where you installed it).
  6. Type: sudo -u postgres ./pg_ctl -D /Applications/xTuple/postgresql/data stop
  7. You can start up the database in the same way, using the start command: sudo -u postgres ./pg_ctl -D /Applications/xTuple/postgresql/data start
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How are the change log options used?

The change log options, if enabled, provide a mechanism for recording changes made to item site and/or site records. For example, if a user modifies the parameters on an item site, the change log for that item site would include a record of who made the change and when it was made. If these options are not enabled, changes made to item site and site records will not be tracked in the change logs.

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How do I retrieve API keys from within Authorize.net?

    Neither the xTupleCommerce system nor the ERP stores plain text credit card information in the database. Both systems integrate with Authorize.net via the Authorize.net API. To retrieve API keys from Authorize.net, follow these steps:

    1. Go to Authorize.net 
    2. Log into your account as an admin
    3. Click ACCOUNT in the main menu
    4. In the Security Settings area click on API LOGIN ID and TRANSACTION KEY
    5. Enter the answer to your account’s Secret Question
    6. Click SUBMIT
    7. Capture the keys
    8. Deliver the keys to xTuple - follow the instructions for Sharing API Keys from the bottom of this article

    Note: Every time you create an API key the old key expires within 24 hours. Your keys may be used in various locations (website, ERP, etc). Please save the keys in a secure location (LastPass.com, 1Password, etc) so you don’t have to recreate keys in the future.

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    Are employee groups required?

    No, employee groups are not required. Only use them if you find they will help you organize your employees into different categories.

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    What does require standard cost mean?

    If you configure purchasing to require standard costs, every item you receive into inventory through purchasing will be required to have a standard cost. This feature will be desirable in companies where standard costing is the norm. However, companies using the average (or other) costing method should not set this flag, since it will prevent you from receiving average-cost items into inventory.

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    Can I change the contact number?

    No, the contact number is a system assigned number that cannot be changed. However, you would typically search for contacts by name or other properties—so not having access to the contact number shouldn't be a problem. Examples of other search criteria for contacts would include phone numbers, address details, linked accounts and characteristics.

    Hint: Use the advanced search feature or click the magnifying glass to refine your contact searches.

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    Can I select multiple costing methods?

    Yes, you can enable all of the available costing methods—if that's what your business requires. However, in many cases, one of the costing methods (average or standard) is generally sufficient. When you enable a costing method, that means item sites will be able to use that costing method. Inventory costing is specified at the item site level.

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    How do I change my xTupleCommerce password?

    If you’ve forgotten your password, you can click the tab to request a new password on the login page.

    If you know your password but want to change it, you can login to the xTupleCommerce website, go to people on the admin bar, find your username, and select EDIT on the far right. From there, you can change and save your password.

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    Do you have any product category examples?

    Let's say you sell home products. Your product categories might include furniture, bedding, bathroom products and appliances. By contrast, if you sell only one type of product, like toys, you could categorize by the material the toys are made of (i.e., wood, metal, plastic, etc.). Services you sell also need product categories. Sample service categories might include consulting, repairs, and cleaning.

    Hint: Consider using the characteristics feature available on items to allow more detailed, custom reporting on the products you sell.

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    Can employees belong to more than one employee group?

    Yes, there is no limit to the number of employee groups an employee can belong to.

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    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

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    What is the earliest available date?

    The earliest date is derived from the item source lead time. The earliest available date is determined by adding the item source lead time to the current date. If you don't configure purchasing to use the earliest date, the due date field will be left blank when entering purchase order line items—requiring users to enter the date manually.

    Note: The earliest date configuration applies only to manually-entered purchase orders. This option does not impact the scheduling of purchase orders generated by the MRP planning system.

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    Are shifts required?

    No, shifts are not required. If your company doesn't use shifts, then you do not need to add them—or assign them to employees.

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    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.

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