xTuple Connect is required when you send email notifications using the xTuple Desktop.
xTuple Connect is required when you send email notifications using the xTuple Desktop.
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.
Shifts are used to track employees' weekly hours, including break periods and overtime hours. Shifts get assigned to employees on the employee master record. When employees clock into a shift—or to work orders during their shift—the rules of the shift are applied. The rules of a shift include pre-defined start/end times, break times, labor rate, etc.
Because sale types are user-defined, you can set them up any way you want to. Some examples of sale types might include in-network, out-of-network, retail, wholesale, etc. Depending on how granular you want your revenue reporting to be, you can link your sale types to different revenue accounts using the sales account assignment interface.
Characteristic roles define where characteristics can be used. For example, if you want a characteristic to be associated with contact records, you would select the contact role. Item characteristics would require the item role. And so on. Individual characteristics may be associated with multiple roles. The same characteristic might apply to contacts and addresses and opportunities. If you are having trouble finding a characteristic to associate, it's likely the characteristic role isn't defined properly.
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.
If you are hosting your website on your own web server, we suggest you try rebooting your server. If your website is being hosted on the xTuple cloud, please report an incident and we will reboot it for you.
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.
Shipment numbers are generated as soon as you issue stock to shipping for an order. The shipment number is pulled from the shipping configuration panel. During configuration, you define the initial shipment number—and then every shipment automatically increments the base shipping number by one. For example, if your starting shipment number is 60001, the second will be 60002, the third 60003, etc.
Employee and user are not necessarily the same thing. An employee is a person who works for your company. A user is a person who has an account allowing them to access your xTuple database. There are scenarios where database users would not also be employees. For example, you may give user access to people who are not your employees (e.g., IT consultants). Conversely, there are also scenarios where employees wouldn't need user accounts. For example, you may have employees whose job doesn't require them to use a computer—and so there would be no need for them to have a user account.
Yes, an opportunity stage is required when creating an opportunity. That means you must have opportunity stages defined before you can successfully save an opportunity.
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.
Sale types are used on sales orders to declare the type of sale being made. The sale type might indicate, for example, whether you are selling to a retail customer or a wholesale customer. The sale type you choose can impact how sales revenue is reported. The link between sale types and revenue accounts is made on the sales assignment interface.
To get started analyzing your sales performance, follow these steps:
You should now see a table of measures organized by the dimension you chose. You can continue selecting dimensions and measures to analyze your data in other ways.
Yes, you may abbreviate state names. However, before manually adding a state (or province) you should check whether the state already exists in the database. (Hint: If you enter the country first, the corresponding states, if available, will appear.) For example, the default list of states for the United States uses the standard two-letter abbreviations. New York appears as NY and Virginia appears as VA in the list of U.S. states.
Transfer orders are distinct from inter-site transfers in three primary ways. First, transfer orders allow you to move multiple items all at once between sites—instead of just one item at a time. Second, transfer orders always involve an intermediate transit site, for tracking inventory while it is "in transit." And third, there are reports (i.e., paperwork) associated with transfer orders.
The advanced search panel gives you the most control when trying to locate specific records or groups of records in inventory history. Click on the advanced search button in the main menu to open the advanced search panel. Using advanced search, you can specify multiple different parameters—making it possible to drill down and reach the specific records you are looking for.
There are two methods for importing data into the database of xTuple ERP.
Your xTupleCommerce site has the capability of hosting images, PDFs, documents and other media. Once your site is live you can associate these files with Items and Item Groups in the ERP. For instance, you can associate product images with Items in the ERP. Or you can associate Marketing PDFs with Items in the ERP. These images and PDFs will be displayed with the products on the xTupleCommerce site.
If your site is still in the development or testing phases (aka, you are still going to a stage.domain.xtuple.net URL to view your site), we encourage you to use a service such as Cloudinary to host your images and determine URLs.
However, if your xTupleCommerce website has gone live, you can begin using the site to host files and create the URLs needed for the document in the ERP.
Navigate to the Item or Item Group where the file should appear on the website
The file should appear. If the file does not appear, you may need to flush the cache on the website.
If you want to include FedEx in the list of shipping options for your xTupleCommerce customers, you'll need to acquire API keys from FedEx, for both your production and development environments. Once you have the information and have added the keys to the ERP, the keys will need to be added to the xTupleCommerce website.
Here is an outline of the fields you need for both the production and development keys:
Due days refers to the number of days after the document date (i.e., invoice date, voucher date) when payment is considered overdue. For example, if the invoice date is May 10 and the due days = 10, then payment would be due 10 days later, on May 20. For proximo terms, the due days refers to the day of the month when payment is due—that is, due days = 10 means due on the 10th day of the month.
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.
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.
If you are going to use credit card processing or if you're getting this message ERROR: function decrypt(bytea, bytea, unknown) does not exist then you need to install pgcrypto. Pgcrypto is a library used for encrypting sensitive data. The pgcrypto software is a popular add-on package included with the PostgreSQL source code distribution. The pgcrypto module is used by our credit card encryption functionality. Even if you are not processing credit cards, we still recommend that pgcrypto be installed.
First, we need to locate the pgcrypto.sql file. One typical path to this is:
If it isn't there you can always search for the file. You may need to perform the search as root (be patient, this takes a while):
find / | grep pgcrypto.sql
Or if you're on Windows just use the Windows file search.
Once you've located the file the next step is to install it. The command to install pgcrypto onto your database is:
psql -U mfgadmin NameOfDB < /wherever/the/file/is/pgcrypto.sql
Or if you prefer using pgAdmin, connect to the database you want to install pgcrypto and open/execute pgcrypto.sql through the SQL Editor. It is also a good idea to install pgcrypto.sql on the template1 database.
If an employee is going to be changing shifts, a manager or other administrator needs to assign the new shift to the employee's master record. If the new shift isn't assigned to the employee, the rules of the old shift will continue to apply to the employee.