+1-757-461-3022 x124

Library

Primary tabs

What are item groups?

Item groups provide an alternate means for sorting items into categories. The advantage to item groups is that a single item may belong to multiple item groups. This is in contrast to class codes and product categories, in that single items may belong to only one of each of these categories.

Was this Helpful?
up
290 users have voted.

Can I remove context entries in a menu?

Yes! For example, let's hunt down Delete Vendor and 

var t = pMenu.actions();
for (var i = 0; i < t.length; i++) {
  if (t[i].text == "Delete Vendor...") {
    t[i].visible = false;
  }
}
Was this Helpful?
up
288 users have voted.

Do incidents need a resolution?

No, resolutions are optional. You don't need them when working with incidents. You can easily enter incidents without specifying a resolution.

Was this Helpful?
up
287 users have voted.

I'm having trouble setting up the dev environment on Windows. What should I do?

Windows can be harder to work with because of dependencies. Getting VirtualBox and setting up Linux for development purposes will often be quicker than working around any issues that arise with Windows.

Was this Helpful?
up
287 users have voted.

How can I learn more about time and expense reporting?

The topic of time and expense reporting 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
282 users have voted.

How do I upgrade to the latest version?

You can find detailed instructions by reviewing our Upgrade Checklist. However, in short form, here are the steps:

  1. Make sure your maintenance (included with annual licenses) is current
  2. Download the latest version
  3. Review the new features
  4. Upgrade a COPY of your database
  5. Kick the tires... meaning run through a complete process from Quote to Work Order to Invoicing, etc.
  6. Review the output
  7. Determine if any changes need to be made to reports, etc
  8. Train users on the latest functionality
  9. Set a date 
  10. Migrate
Was this Helpful?
up
282 users have voted.

Why doesn't my sales order contain online transaction information?

If an online order was placed using a credit card, but in the ERP you cannot see detailed transaction information in the sales order, it's possible you may have an issue with the search path in the ERP. This is a known issue for systems where xTuple Connect is also installed. To fix the problem, go to System > Setup > Search path. When there, move the xtbatch package to the Schemas in Order column. This should fix the problem.

Was this Helpful?
up
272 users have voted.

How do I create a voucher for prepaid orders?

The pre-payment of purchase orders can be handled as follows:

  1. Create a purchase order for the vendor and goods to be received.
  2. Then create a miscellaneous payment for the pre-payment, choosing the option to create a credit memo. (This way you can put in the notes that the payment was for the purchase order created above.) This will allow you to pay your supplier. From an accounting standoint, the transaction will debit the prepaid account and credit the cash account.
  3. Receive the items on the purchase order, as you normally would.
  4. When you receive the vendor invoice, voucher for the total amount of the goods received.
  5. Post the voucher.
  6. Once the voucher is posted, apply the credit memo to the pre-payment. This will clear the prepaid account and record the voucher/invoice as paid.
  7. If an invoice is not received from the vendor, then you will have to voucher an invoice as if you did receive it.
  8. The vouchering of the order allows for the last actual cost to be properly updated.
Was this Helpful?
up
271 users have voted.

How do I resolve error about missing database drivers when logging into xTuple?

If you get the following message (or similar) when logging into xTuple, it probably means you are on a Windows machine and are missing the latest Microsoft Visual C++ Redistributable for your installation (x64 or x86). Here's the error message:

A connection could not be established with the specified Database as the Proper Database Drivers have not been installed.

You can find and dowload the driver for your installation by visiting the Microsoft support site.

Was this Helpful?
up
264 users have voted.

How do xTupleCommerce customers add or edit ship-to addresses?

Once a customer has an account on the xTupleCommerce site, they are able to manage their addresses from their My Account page. If they create multiple ship-to addresses, they will be able to select the location during their checkout process via a dropdown.

Was this Helpful?
up
261 users have voted.

Where can I find xTuple software releases and packages?

Downloading xTuple Software

xTuple's software can be downloaded either from xTuple's commercial downloads website or from GitHub. You must have a website account on one or the other, and you must tell xTuple about that account so we can grant you appropriate download privileges. Commercial download accounts and GitHub accounts are not linked to each other, so you'll need to be consistent about which one you use for downloading files.

Please always check the xTuple Compatibility Matrix before you download files. The matrix has an up-to-date listing of product and version compatibility and also links to downloads.

Commercial Downloads Via xtuple.org

The commercial downloads site uses a folder paradigm. You always start at the top and have to navigate down to find the package and version you need.

If you have the advanced manufacturing capabilities, you should find everything you need to upgrade in the mfg folder. If you've been using the distribution feature set then look in the distribution folder. There are also folders for individual packages and stand-alone applications.

Downloads from GitHub

In contrast the GitHub interface is based on the technical details of how xTuple organizes, manages, and builds releases of our software. We control our main database components, desktop applications, and individual extension packages in separate code repositories (think "areas of the GitHub website"). Downloads are typically available from the individual code repositories, so you really have to know what you're looking for to find it. Once you find the right repository, navigate to the releases and pick the version you need.

If you have a GitHub account and have been added to the xtuple organization, you should be able to use the github links on the Compatibility Matrix to go directly to specific downloads. If you already know the name of the code repository, just add the /releases suffix to build the URL:

https://github.com/xtuple/<SOME_PROJECT>/releases

Was this Helpful?
up
249 users have voted.

Why are zip codes important during checkout?

When a user is in the process of checking out on an xTupleCommerce site, they are asked to provide an address for both shipping and billing. The zip code fields are important to determine if there should be any tax added to the sales order.

The xTupleCommerce site relies on a CSV file with tax information that you’ve created and uploaded to the site via the control panel. The site compares the zip code that the user enters and compares it to the tax information in the CSV file that you’ve uploaded. If the system finds a match, the appropriate tax in relation to that zip code is applied to the sales order. However, if the zip code entered is not included in the CSV file, then there is no tax to associate and add to the sales order.

Learn more about how to set up taxes for xTupleCommerce here

Was this Helpful?
up
249 users have voted.

How do you register bills in PostBooks?

To register various types of payment bills in PostBooks you must enter in a voucher from the Purchase menu. If the bills are regular and for the same amount, you can make them recurring vouchers. There is also the option to make them recurring and adjusting the amount each month.

If you run through the fixed zsset purchase option, you can generate a voucher for a purchased asset. The purchase process creates both the asset and the voucher at the same time.

Was this Helpful?
up
245 users have voted.

Why can't I see all my incidents?

Incidents can be filtered to hide irrelevant or closed tickets. If incidents you're looking for are missing, then most likely they have been temporarily excluded from your view by the filters on the incident list. For example, if the filter is set to show incidents having a status of new, then the list won't include incidents assigned to other statuses. You can filter on all incident properties.

Was this Helpful?
up
243 users have voted.

Can I hide the new button on a Display class window?

Yes!

mywindow.setNewVisible(false);
Was this Helpful?
up
241 users have voted.

How do I open a closed sales order?

A sales order is considered closed when all of its line items are closed. To reopen a sales order, you need to reopen one or more of the closed line items. Line items can be reopened by going into the closed sales order, right-clicking on an item, and choose the Open Line right-click option.

For more information, please see related article.

Was this Helpful?
up
238 users have voted.

How can I do a non-A/R cash receipt?

If you need to receive cash but don't want it to hit the receivables account, use the miscellaneous distribution feature on the Cash Receipt screen. Use a generic customer to begin (e.g., CASH). Once you've entered the amount, go to the Misc. Distributions tab. Enter a distribution for the full receipt amount, specifying an alternate account for the distribution. This will by-pass the usual receivables account, using the alternate account instead.

Was this Helpful?
up
235 users have voted.

Why are class codes required for all items?

Requiring that every item is assigned a class code ensures that you have at least one way to group a subset of items together. Grouping items together makes it convenient when performing bulk operations on a group of like items. It also provides a way to create a subset of items to filter views, lists, and reports. Class codes provide a way to filter items independently from other properties an item might have.

Was this Helpful?
up
235 users have voted.

Can I hide the close button on a Display class window?

Yes!

mywindow.setCloseVisible(false);
Was this Helpful?
up
228 users have voted.

Do I need to provide payment gateway login details?

If you are processing credit cards in xTuple using one of the supported credit card gateways, then you must provide login details for the gateway. xTuple needs these credentials to successfully communicate credit card transaction information to the gateway. If you aren't using credit cards in xTuple—or if you are using the "external" gateway option—then login details are not required.

Was this Helpful?
up
216 users have voted.

What type of SSL Certificate should I buy for my website?

We suggest buying a wildcard SSL certificate, so that you’re able to use the same certificate for the variations of your xTupleCommerce site. The two companies we typically recommend for purchasing your SSL certificates are namecheap.com and godaddy.com.

Was this Helpful?
up
215 users have voted.

How do I schedule a report?

When xTuple Connect is installed, you will see a SCHEDULE button appearing near the top of most screens. This option, when selected, passes the current list parameters into the report options. Once a report has been scheduled, you can edit the job and also make it recurring from System > xTuple Connect Console. Date-based parameters will also automatically update based on the schedule frequency.

For non-list reports, go to System > Design > MetaSQL Statements and schedule an appropriate query. When processing a MetaSQL job, you will get to the Review EDI screen, where you will see an Attachments tab. On that tab, you can define a report attachment and the name of the report you want scheduled. For these types of reports, it is better to code the variable parameters into a custom report, as the parameters are not set from a screen. In this way, you know what is going to be used to generate the report.

Was this Helpful?
up
213 users have voted.

Can I change the font size in the script editor?

Yes!

var _source = mywindow.findChild("_source");
var _existing = mywindow.findChild("_find");
var _layout = toolbox.widgetGetLayout(_existing);
var _fontSize = toolbox.createWidget("QSpinBox", mywindow, "_fontSize");
_fontSize.value = 10;
_layout.addWidget(_fontSize);
function sHandleFontSizeChange() {
_source.setFontPointSize(_fontSize.value);
}
 _fontSize["valueChanged(int)"].connect(sHandleFontSizeChange);
Was this Helpful?
up
201 users have voted.

Can I rename headers in a list?

Yes!

var _list = mywindow.list(); // your QTree/XTree widget
var _header = _list.headerItem(); // the header of the widget
_header.setText(1, "New Text"); // set the first column header to "New Text"
Was this Helpful?
up
188 users have voted.

What is an SSL certificate and why do I need one?

An SSL certificate allows for you to take secure payment on the Web. The credit card information becomes encrypted and unreadable to hackers. The SSL certificate protects your customer’s address, password, and other sensitive information during the transmission of data between their computer and your web server.

Was this Helpful?
up
181 users have voted.