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As a translator, which xTuple version should I work on?

Generally you should work on translating the most current version of the software. xTuple regularly releases updates to our products, identified by version numbers. Each version may contain new sections or changes to old sections. Generally, translators should translate the most recent version of the product, but if your installation uses an older version of the product you may want to work on translating that version.

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How are customer groups used?

Customer groups are used for reporting purposes. By associating similar customers with the same customer group, you can generate sales reporting and analysis for the entire group.

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How can I make items tax exempt?

The easiest way to make an item tax-exempt is to make sure it is not linked to a tax type. For an item to be taxable, it must have a tax type associated with it. If there's no tax type linked to an item, then tax won't be charged.

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Can class codes be used in reporting?

Yes, xTuple ERP gives you the ability to use class codes as a filter in a variety of different views and lists. You can also always create custom reports to capture the data you need by class code.

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What is the default location?

The default location is the location within an item site where you want your inventory to be put or taken from by default. Having default locations can simplify the process of handling inventory when multiple location control is being used. For example, users can transfer inventory into/out of an item site using a default location button—without having to pick a location from a list of available locations. Default locations are not required but they do help reduce complexity.

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How do we boot a user from the database?

In order to forcefully disconnect a user from the database, you have to find the Process ID (pid) for the backend connection of that user. Each user connection to the database spawns a backend process for their connection. Once you know the pid for the process, you can kill the process. On unix the command would be "kill [pid]" while other OSes may have different ways to kill a process. In order to find the pid you can look at the pg_stat_activity table and the column procid should contain the number you need.

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What is the cut-off day?

The cut-off day is used by proximo terms to indicate the day of the month on or after which the due date will advance to the next month. For example, if the cut-off day = 10, any invoices dated on or after the 10th will automatically be due the following month.

Hint: Put "0" as the cut-off day to indicate the first day of the next month. For example, if the cut-off day = 0 and the due days = 15, then the due date will be on the 15th of the next month.

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Which file types can I add to the database?

There are no restrictions on the file types you can add to the database. Everything from office documents to image files to CAD drawings and more is supported.

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Why can't I receive my purchase order?

If you are trying to receive a purchase order but it doesn't appear in the list of orders to be received, there's a good chance the purchase order has not been released yet. Purchase orders must be open/released before they can be received. To release a purchase order, change its status from unreleased to open.

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Why doesn't xTuple work on my PowerPC Mac?

As of version 3.6.0, xTuple no longer supports the PowerPC Mac platform. Only the Intel Mac platform is supported. Prior versions of xTuple did support PowerPC Macs, but beginning with version 3.6.0 xTuple no longer supports PowerPC Macs.

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Can I create quotes for prospects?

Yes, you can create quotes for prospects. However, before the quote can be converted (to an order or invoice) the prospect must also be converted. Orders and invoices must be associated with a customer. Converting prospects to customers is an easy process.

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How are site types used?

Site types are used to categorize sites. For example, you might have distribution sites or shipping sites or storage sites. Having the ability to categorize sites is primarily a feature designed for multi-site environments.

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What are to dos used for?

Most people use to dos to remind themselves of things that need to get done in the future. When combined all together, your to dos are known as your to do list. Using the advanced search feature, you can sort your to do list by any of of the available criteria: due date, CRM account, assigned to user, etc. In this way you can monitor the to dos that are most important to you. To dos are a useful tool for managers, as well. Managers can use the assignment feature to assign to dos to people on their team—thus creating a work flow management system.

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Why can't I view financial information for any date range?

Under the guidelines established by generally accepted accounting principles (GAAP), financial data —and by extension, financial reports—are organized according to accounting periods. Accounting periods create a pre-defined and repeatable structure for financial reporting. The accounting cycle itself depends on accounting periods to facilitate the (typically) monthly and also annual auditing and closing of the books. Accounting periods are usually defined as monthly, quarterly, and yearly time frames. Financial reports follow the structure of the accounting periods—and so you have monthly, quarterly, and annual reports. Ad hoc reporting outside the boundaries of the defined accounting periods is not generally supported.

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What's the difference between an item and an item site?

An item is the definition for a product, describing things such as what item type the item belongs to, its unit of measure, whether it's sold, etc. Item sites, on the other hand, define an item's physical location within a site. You need item sites if you want to track inventory. The movements of inventory, planning for inventory, and inventory accounting are all tied to the item site.

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Where can I find the Qt documentation?

For more information, please see the Qt Product Information.

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Do I need to configure each database separately?

Yes, the configuration of extensions (e.g., modules, like CRM) needs to be performed on each database used by your company. This flexibility allows you to configure different databases for different purposes. For example, let's say you want to pilot new features in a sandbox database. You would want to enable those new features in the sandbox for testing purposes. However, you wouldn't want to turn those features on in your production database until after you have piloted them.

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How do I update the description of my item for xTupleCommerce?

After you’ve located the item master in the xTuple ERP database, navigate to the marketing tab. Make changes to the description content the description field, then save. After you've closed the item record in the ERP, refresh the item's page on the xTupleCommerce site. If the change does not appear automatically, you may need to flush the cache.

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Where would I use the default country?

When you implemented xTuple, you identified a country to use as the default when entering new addresses. This saves you the step of entering the country manually. You can override the default country when entering or editing addresses.

xTuple ERP is a multi-currency international system so you can do business with organizations and individuals globally.

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How do I add tasks to a project?

To add tasks to a project, double-click on the project to display the project detail. Navigate to the tasks tab and press new. Fill in the detail for the task. After you've added tasks to a project, you can also view them on the project tasks master list.

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Is there a report which shows shipment tracking numbers?

Yes, there are several reports which provide historical tracking number information. Look under Inventory > Shipping > Reports > Shipments. All of the reports in this section include a tracking number column. If you entered a tracking number for an order when you shipped it, then that information will be shown in all of these reports.

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Can I filter by opportunity type?

Yes, you can see all opportunities belonging to a particular opportunity type, you can see them using the opportunity type filter. All the opportunities linked to that opportunity type will be displayed. To view a different opportunity type, select that type and the results will automatically update.

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Do I need to create a contact before I create a prospect?

You can create the contact associated with a prospect before, during, or after the point when you create the prospect. It's up to you. If you create the contact first, simply search for the contact when you are creating the prospect record—and this will associate the contact. Conversely, to create a contact while entering the prospect, simply choose to create one in the contact field.

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How are characteristics used?

Characteristics provide an easy way to add layers of user-defined information which you can later access for reporting purposes. For example, let's say you want to keep track of birthdays for your most important clients. To do this, create a contact characteristic for birthdays. Then, in the value field for each, insert the contact's date of birth. After this information has been entered, you can run a contact report to see all your contacts' birthdays. Characteristics can be used in many other ways, too—to configure items at the point of sale, to characterize details of sales opportunities, and more.

 

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What are receivable applications?

Receivable applications are records generated when a receivable is either applied or applied to. For example, when a credit memo is applied to an invoice, that's a receivable application. Similarly, receivable applications occur when cash receipts are applied to open invoices.

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