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Why does the ship zone change on my sales order?

If you are using ship-to addresses, that would explain why the ship zone changed on your sales order. Each ship-to address has its own ship zone. When you change ship-to addresses, the ship zone on the sales order may also change. By default, the ship zone at the ship-to address level will be used.

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Are sales categories required?

Yes, if you sell miscellaneous (i.e., non-inventory) products and services, then you will need to use sales categories. Miscellaneous items inherit their accounting assignments from sales categories.

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Do I need reason codes?

No, reason codes are optional. They add a layer of information which can be useful for reporting purposes. However, they are not required. You do not have to use reason codes if you prefer not to.

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Is there a limit to the number of customer types?

No, there is no limit to the number of customer types you can define. Keep in mind, though, each customer can only belong to one customer type at a time. If you want to track a single customer by more than one category, try using customer groups.

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What's the difference between inventory and transit sites?

Assuming you are operating in a multi-site environment, the majority of your sites will be inventory sites. An inventory site is a site where inventory is physically produced or stored. Transit sites, on the other hand, are a type of temporary site used by transfer orders to hold inventory when it is in-transit between two sites. A transit site could be a truck, a shipping container, or a ship. If you are not using transfer orders, then you will not have access to transit sites.

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When do I use tax classes?

Tax classes are needed for managing complex tax scenarios—for example, tiered, nested, or cumulative taxes. With tax classes, you can manipulate the sequence in which tax codes are applied. By applying multiple tax codes in the correct order, you can build support for even the most complicated tax requirements.

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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.

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What is a site?

Sites are locations where inventory is physically produced or stored. Item sites, site locations, and work centers all belong to sites. Examples of sites would include (but not be limited to) production facilities, shipping warehouses, storage warehouses, and quality control centers.

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How long can my item numbers be?

There is no limit to the length of item numbers.

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Can I create my own honorifics?

Yes, you can create as many honorifics as you wish. Any honorifics you define will be available for use when creating new or editing existing contact records.

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What is multiple location control?

Multiple location control (MLC) is an item site setting which adds granular control over how inventory is managed. With MLC enabled, you can create multiple locations within a single item site. This makes it possible for you to move inventory from location to location—all within the item site. MLC adds transactional overhead but can be useful if detailed tracking of inventory is required. MLC should not be confused with multi-site, which allows for inventory to be moved between multiple sites (e.g., warehouses, stores, etc.).

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Where can I find the PostgreSQL documentation?

For more information, please see PostgreSQL Documentation.

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What are incident status colors?

Incident status colors make it easier to quickly identify the incidents you are looking for. To assign a color to an incident status, simply type the name of the color (or its hexadecimal equivalent) in the field next to the status name. For example, let's say you want all incidents with the status feedback to be highlighted in red. In the field next to Feedback, you could enter either the word red or #FF0000, the hex code for red. Now whenever you view the incident list you will see your color-coding.

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Why do item sites require a cost category?

The link between cost categories and item sites establishes the basic foundation for item accounting. Whenever items are sold, purchased, manufactured, etc., the accounts defined at the cost category level determine how these item transactions are accounted for. The general ledger activity and financial reports related to inventory movement tie directly back to cost category assignments.

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How do I process and approve worksheets?

If you have the appropriate privileges, you can approve and process worksheets from the list view of worksheets. To approve a worksheet, select the worksheet in the list. Notice the gear icon to the far right-hand side of the row. When you select this gear icon one of your options will be to approve the selected worksheet. Other options include the vouchering, invoicing, posting, and deleting of worksheets.

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I use partial quantities on my bills of materials (BOMs), so why are my costs so inflated?

If this is happening to you, check your Item masters for the Items in question. Make sure the "Fractional" option is selected for any Items which you plan to use in partial quantities. If that flag is not selected, then the costs for the Item will be rounded up to the next whole number. This upward rounding would explain your inflated costs.

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Are item groups required?

No, unlike class codes or product categories, item groups are not required. Only use them if you need an alternate way to categorize your items not already offered by the other grouping methods.

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How are commissions calculated?

At the most basic level, sales commissions are calculated as a percentage of the extended price for sales order line items. Each sales rep has a default commission percentage, which is defined on the sales rep record. However, this percentage can be modified at the customer or ship-to address levels. Individual sales rep commissions can also be impacted if you are using the Enhanced Commissions package.

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What are analytic cubes?

Analytic cubes are structures that organize data for fast, interactive analysis. Analytic cubes focus on specific facts from your operational data—for example, a booking line item or a shipment line item. Then for each fact certain measures are recorded (e.g., the booking amount, the booking discount). Finally the cube facts are organized by dimension (e.g., customer or by sales rep). In the end, analytic cubes give you the ability to look at specific facts from a variety of different perspectives.

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How are discount days used?

Discount days specify the number of days within which a payment must be made to take advantage of any terms discount. For example, if your terms are 2% discount in 10 days, net 30, then the discount days would = 10—in other words, the discount applies if paid within 10 days.

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How do I handle provinces?

Provinces are handled the same way as states in all addresses. Some countries have provinces or territories as opposed to states. For example, Québec is a province of Canada. Regardless of the country that you select from the standard country list, the relevant states or provinces will be populated in the state field of the address.

Hint: Use the limit to list setting to keep the default lists of countries, states and provinces from being changed. You can find this setting under the CRM configuration screen.

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Is there any limit to the number of customer ship-to addresses?

The system supports an unlimited number of ship-to addresses. With ship-to addresses, you can maintain one customer record with multiple different delivery locations. In addition to having its own unique number, each ship-to address also includes contact information for individuals at each address. Specialized pricing by ship-to address is also supported.

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What is the difference between contacts and accounts?

Accounts are entities or individuals you do business with (customers, vendors, partners, prospects, etc.), whereas contacts are the people you interact with. Contacts may be assigned to an account, but they don't have to be. Think of your contact list as being your address book and your account list as being a business directory. By assigning contacts to accounts, you can keep track of the people who work at the accounts.

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When should proximo terms be used?

Proximo terms should be used whenever you expect payment on a certain day of the month (e.g., the first day of the month, the fifteenth day of the month, etc.). Use the due days field to enter the day of the month when payment is due. For example, if your due days = 15, then payment would be due on the 15th of the month.

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Do you have any freight class examples?

The names given to freight classes are user-defined in xTuple. This means you can set up freight classes however you want to. Some examples of freight classes could include bulkbreak bulkcontainerair, etc. You could also model your freight classes after the National Motor Freight Classification (NMFC).

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