+1-757-461-3022 x124

Library

Primary tabs

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.

Was this Helpful?
up
181 users have voted.

How do I add contacts to an account?

You can add contacts to an account in either of two ways: 1) Start on the account screen and attach existing or create new contacts from there or 2) start on the contact screen and link to an account from that direction.

Keep in mind that individual contacts may only be associated with one account at a time. However, accounts may have unlimited contacts attached to them.

Accounts feature primary and secondary contacts. These can be the two contacts you work with most often. However, you can add as many additional contacts as you like to the account. 

Was this Helpful?
up
181 users have voted.

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.

Was this Helpful?
up
181 users have voted.

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.

Was this Helpful?
up
181 users have voted.

What is the difference between incident status and incident resolution?

Status is used by the incident system to track the life cycle of an incident. An incident begins with a new status and then takes on various other statuses as it is being worked on. The final status (which all incidents are moving towards) is closed. Status selections are system-defined and not editable. Resolutions, on the other hand, are user-defined and not required.

Was this Helpful?
up
181 users have voted.

Who should use expense categories?

Expense categories will be used largely by service-oriented businesses who do not handle much (if any) inventory. They are also useful for any business when non-inventory, expense transactions are required.

Was this Helpful?
up
181 users have voted.

Are opportunity stages required?

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.

Was this Helpful?
up
180 users have voted.

How do I become a translator for xTuple?

If you are interested in getting involved with xTuple user interface translation, please review the following articles: Starting a new translation project and Getting and Using xTuple Translation Files. Translators will also find useful the Translation Glossary, which provides explanations of unfamiliar words/terms found in the user interface.

Was this Helpful?
up
180 users have voted.

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.

Was this Helpful?
up
179 users have voted.

How do I start a new language translation?

If you are interested in starting a new language translation, please see the article "Starting a new translation project."

Was this Helpful?
up
179 users have voted.

What kinds of planning systems does xTuple offer?

xTuple offers four primary planning systems: material requirements planning (MRP); distribution resource planning (DRP); master production scheduling (MPS); and lean/constraint management. You must be running a commercial edition of xTuple to have access to these planning systems. For more information on which planning systems are available in which editions, please see the xTuple comparison page.

Was this Helpful?
up
179 users have voted.

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.

Was this Helpful?
up
178 users have voted.

What are incidents?

Incidents are typically tickets, cases, issues, requests or bugs. These incidents can be raised internally by staff or externally by customers. They can be about errors in products or services but they can also be used to request help or support for a product or service. If you use the xTuple Web Portal, then you and your customers can create, manage and track incidents on the web.

Was this Helpful?
up
177 users have voted.

Can I change a customer's customer type?

Yes, you can change the customer type a customer is assigned to. To do this, open the customer record for editing and select a different customer type. Once you save the change, the customer will be associated with the new customer type.

Was this Helpful?
up
176 users have voted.

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.

Was this Helpful?
up
176 users have voted.

How do I configure my system?

Each database used by your organization has various extensions associated with it. These extensions may be modules (e.g., CRM) or other free or commercial add-ons. For each extension there will be configuration options. In most cases, your system administrator will be responsible for configuring your extensions. However, anyone with the appropriate privileges may also configure extensions.

Was this Helpful?
up
174 users have voted.

How do I reimburse employees for their expenses?

To reimburse employees for their expenses, it's necessary to define employees as vendors in the system. The link between employees and vendors can be made on the CRM account screen. Once an employee is a vendor, you can create vouchers for their expenses during the worksheet approval process. Reimbursement checks can be written against these vouchers.

Was this Helpful?
up
174 users have voted.

What address do I enter in the billing configuration?

The address you should enter in the billing configuration is your remit-to address. This address is used in multiple reports, including invoices.

Was this Helpful?
up
174 users have voted.

What is the contractor option on employee records used for?

The contractor option should be selected and used for employees who are not on your payroll. Time logged by contract employees is accounted for differently than it is for regular employees. The main difference is that contractor time is not considered a labor cost, as it is for employees. Instead, contractor time is considered an expense which can be vouchered and then paid by check. Just as you can for regular employees, contractor time and expenses can also be billed to customers.

Was this Helpful?
up
174 users have voted.

Does the size of the file matter?

There is no specific limit to the size of files you can store in the database. You can store everything from small files to extremely large files in the database.

Hint: Keep in mind that storing large files in your database will increase the size of your database and will require you to monitor your hard drive consumption.

Was this Helpful?
up
173 users have voted.

My xTupleCommerce account is temporarily blocked due to 5 failed attempts to login. How can I get into my xTupleCommerce website?

Unfortunately, you will have to wait until the system clears your IP Address for access. We do not have access to manually do this. The system may take an hour, 4 hours, or even 8 hours to clear your IP Address as there is no standard amount of time for it to cycle through. This is one of the main reasons we encourage our users to change their password to something easy for them to remember.

Was this Helpful?
up
173 users have voted.

What are planner codes?

Planner codes provide a mechanism for categorizing items for planning purposes. For example, let's say you want to develop separate plans for raw materials versus finished goods. To do so, you would first create separate planner codes: one for materials and one for finished goods. You would then link the materials planner code to the item sites for your materials—and the finished goods planner code to the item sites for your finished goods. From that point on, you can run the planning systems and planning reports by individual planner codes to see the detail separately for each.

Was this Helpful?
up
173 users have voted.

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.

Was this Helpful?
up
173 users have voted.

Do I need more than one cost category?

You can certainly run your business using only one cost category. That's all you need to set up item sites and track inventory movements in the general ledger. If you want more detailed inventory accounting, though, you should consider implementing multiple cost categories. For example, you might have a cost category for finished goods and a different one for raw materials. In this way you can track particular item types or groups by different accounts—thus leading to more detailed financial reporting.

Was this Helpful?
up
172 users have voted.

How do I figure out what version of PostgreSQL I'm running?

If you don't remember which version of PostgreSQL you're running, you can always find out with the following SQL statement:

select version();

This is easy to do if you're familiar with pgAdmin. Simply connect to your server with pgAdmin. Select one of your databases. Open the SQL editor tool. Paste in the above command. Then execute the query. Your PostgreSQL version will be displayed in the results window.

Was this Helpful?
up
172 users have voted.