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What are tax codes?

Tax codes are the containers used to manage tax rates. Tax codes may contain one or multiple layers of taxation. For example, a certain tax code might include only one rate (e.g., the state tax rate). However, another tax code might combine rates for city, county, and state taxes.

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Why is my customer on credit hold?

Customers can go on credit hold in one of two ways: 1) They can be manually placed on hold or 2) they can go on credit hold because their accounts receivable (A/R) balance has exceeded their pre-defined credit limit. A customer's credit limit is set on the customer master. When customers are on credit hold, certain activities—such as shipping sales orders—will be prevented. Customers come off credit hold when their A/R balance falls below their credit limit. You also can take a customer off credit hold manually.

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What is the difference between users and user accounts?

In the xTuple environment there are users and user accounts. Users refers to the log in required to access the xTuple postgres database cluster. Once inside the database cluster, you may access the database(s) established for your organization. There may be multiple databases in a cluster.

User accounts are defined on a per database basis. For example, let's say you want to give someone access to your production database but not the pilot database—because special testing is being performed there. In this case, you would create a user account for them in the production database but not in the pilot.

Users can access only databases where they also have a user account.

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In tax code setup, what is a group sequence?

The group sequence is used to control the order in which tax codes are applied. For example, let's say you have two tax classes (A and B), as well as two tax codes (CODE1 and CODE2). Tax class A is linked to CODE1 and tax class B is linked to CODE2. When both tax codes appear on the same tax assignment, their rates will be applied in sequential order. The sequence is defined by the linked tax classes. The lowest sequence number (i.e., 1) is applied first, followed by the next in descending order.

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Do contact records need to include an honorific?

No, there is no requirement to include honorifics when entering a contact record. Honorifics are an optional feature which you can use or not use depending on your preference.

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Which content types come standard with the xTupleCommerce website?

The following content types are included with the base xTupleCommerce system:

  • Article
  • FAQ (Frequently Asked Questions)
  • Form
  • Page
  • Promo
  • Testimonial
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What are tax types?

Tax types provide a system for classifying goods and services into taxable categories. For example, tax types are used to indicate whether a sold item is taxable or not. To mark a sold item as taxable, first create a tax type called taxable—then make the link between that tax type and any of your item records which need to have tax charged against them. Once your taxable items have been identified, you can create tax assignments to specify appropriate tax rates for specific tax zones. You can create as many different tax types as needed to handle both simple and complex tax scenarios.

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Can I replace the report on a Display class screen?

Yes!

mywindow.setReportName("myNewReport");
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My item is not showing up on the website. Why not?

Check to make sure that the item is selected to be viewable on the website. This setting can be found on the Attributes tab of the Item master.

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Can incidents be linked to each other?

Yes, you can attach an incident to another incident. The documents panel within the incident is used for this. You can also attach other xTuple objects, such as accounts, contacts, files and items to your incident. For example, if an incident is created for a broken toy, you can attach a previous incident—if it is related. You might also attach a picture of the broken toy, the person you need to contact about it, and the item number of the toy.

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Why does the tax code have a g/l account?

Tax codes require a general ledger (g/l) account to specify how taxes should be recorded in the general ledger when invoices or credit memos are posted. This is a liability account. The account will be credited when Invoices are posted and debited when credit memos are posted.

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How are item groups used?

Item groups provide a unique category used for reporting in xTuple. The constraint management system—and several related reports—recognize item groups for planning purposes. It is also possible to create custom reports to gather information about item groups.

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How are reference items related to expense categories?

Reference items are non-inventory items (such as services you sell) which you want to be able to include on invoices for your customers. They can also be billed as line items on projects, if you specify a default expense category in the product definition for the reference item.

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Can I replace the query on a Display class screen?

Yes!

mywindow.setMetaSQLQuery("group", "query");
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I applied cash to the wrong invoice. Can I undo that and start over?

Yes, beginning with xTuple ERP version 3.3.0 we added the ability to reverse (i.e., void) Cash Receipts from the Cash Receipts report screen, found under Accounting > Accounts Receivable > Reports > Cash Receipts. When you reverse a Cash Receipt, you also undo any applications made originally when the cash was applied.

After a Cash Receipt has been reversed, it returns to an unposted state. That means you can then make any changes to the unposted document before you post it again.

Keep in mind, this works only for Cash Receipts entered in or after xTuple ERP version 3.3.0. Cash Receipts entered prior to 3.3.0 cannot be voided in this way. Also, any Credit Memos or Customer Deposits created from the unapplied balance when the original Cash Receipt was posted will not be reversed when a Cash Receipt is voided. Instead, a misc. A/R Debit Memo will be created in the amount of the original unapplied balance.

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Why are some extensions missing?

If your list of extensions to be configured is missing extensions, it's likely those extensions have yet to be associated with your database. Please contact your system administrator for assistance.

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Can I stop query on start via script?

Yes!

mywindow.setQueryOnStartEnabled(false);
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How are incident resolutions used?

Resolution is one of the options used by the incident system to categorize and track incidents. Sample resolutions might include pending, completed, reopened or fixed. When entering an incident, you can assign a resolution to it. This resolution can then be used to sort incidents by similar resolution. For example, you might want to look at all your pending incidents to see which ones need attention.

Hint: You can filter incidents by resolution.

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How can I change my user settings?

Unless you have privileges to maintain user accounts, you'll need to contact your system administrator to change your settings. For example, your system administrator can give you access to new modules, grant extra privileges, and so on. You don't need a system administrator to change your password, though.

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How do I add a menu item to a right-click menu?

This is fairly simple to do in either the core C++ or a JavaScript extension. See the full instructions for adding menu items to a right-click menu here.

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What are the size requirements for logos on xTupleCommerce sites?

The standard Prodiem demo site features a logo which is 309 pixels (width) x 78 pixels (height). We suggest that you scale your logo to match the 78px height. You can use whatever size you want, but keep in mind that whatever you choose will impact the header throughout the website. For a clear logo, you'll need a resolution of at least 72dpi. We also recommend using .PNG or .JPEG files, if posssible.

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Why do tax authorities require a g/l account?

Tax authorities are linked to a general ledger (g/l) account so xTuple knows which account to credit when payments (i.e., checks) to the tax authority are posted. By assigning a unique g/l account to each tax authority, you can track the financials for each tax authority separately.

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How do I backup and restore an xTuple database?

Here are the steps needed to backup and restore an entire xTuple database using pg_dumpall:

  1. Create the backup file:

    pg_dumpall -c -U postgres --quote-all-identifiers --disable-triggers -f backup.sql
  2. Edit the backup file, and insert this script after every "\connect" line.

  3. Restore the backup file (ostensibly on a BC/DR hot-spare, though you could also use this when upgrading postgresql versions):

    psql -U postgres -f backup.sql


List of scripts needed:

  • Export script:
#!/bin/bash
BF=/full/path/to/your_backup_file.sql
/full/path/to/your/postgresql/bin/pg_dumpall -c -U postgres --quote-all-identifiers --disable-triggers -f $BF
  • Import script:
#!/bin/bash
BF=/full/path/to/your_backup_file.sql
PLV8=/full/path/to/gils_script.sql
sed -e '/\\connect /r $PLV8' $BF > /tmp/$BF
chown postgres /tmp/$BF
rm $BF
cd /opt/local
/full/path/to/your/postgresql/bin/psql -U postgres -f /tmp/$BF
rm /tmp/$BF
  • "Create XT schema" script:
do $$
declare
  count integer;
  query text;
begin
  perform *
  from information_schema.schemata
  where schema_name = 'xt';
  get diagnostics count = row_count;
  if (count > 0) then
    return;
  end if;
  query = 'create schema xt;';
  execute query;
  query = 'grant all on schema xt to group xtrole;';
  execute query;
end;
$$ language 'plpgsql';
CREATE OR REPLACE FUNCTION xt.js_init(debug BOOLEAN DEFAULT false, initialize BOOLEAN DEFAULT false)
RETURNS VOID AS $$ BEGIN RETURN; END; $$ LANGUAGE plpgsql;
CREATE EXTENSION IF NOT EXISTS plv8;
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How do I stop auto-updating on a Display script?

Here's how:

mywindow.setAutoUpdateEnabled(false);
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How do I build a database using a fork of the "xtuple" repository?

Run npm install from the root of the repository, then run

scripts/build_app.js -d  --databaesonly -e foundation-database -i -s foundation-database/demo_data.sql

Make sure you have a database called postgres.

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