+1-757-461-3022 x124

Library

Primary tabs

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
449 users have voted.

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.

Was this Helpful?
up
449 users have voted.

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.

Was this Helpful?
up
446 users have voted.

Are departments required?

No, departments are not required. You don't need to define departments—and associating them with employees is optional.

Was this Helpful?
up
445 users have voted.

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.

Was this Helpful?
up
444 users have voted.

Where can I find the PostgreSQL documentation?

For more information, please see PostgreSQL Documentation.

Was this Helpful?
up
444 users have voted.

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.

Was this Helpful?
up
442 users have voted.

Where can I find reporting by department?

The employee search screen allows you to filter employees by department. You can also write custom reports to include department and other employee information.

Was this Helpful?
up
442 users have voted.

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.

Was this Helpful?
up
442 users have voted.

Are incident severities configurable?

Yes, you can define your severities in any way you wish to meet the needs of your organization. And there is no limit to the number of severities you can create.

Was this Helpful?
up
441 users have voted.

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.).

Was this Helpful?
up
441 users have voted.

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.

Was this Helpful?
up
440 users have voted.

How do I issue a tax credit to my customer?

You can use either a Misc. A/R Credit Memo or a Sales Order Credit Memo to issue tax credits to your customers. The following example describes how to do this using the Misc. Credit Memo (although, the steps are very similar for Sales Order Credit Memos):

Example:

  1. You need to credit Customer ABC for $25 tax
  2. Open Misc. Credit Memo screen
  3. Enter $25 in "Amount" field
  4. Open "Tax" link
  5. Create a new Tax Adjustment for $25
  6. Post Credit Memo
  7. View credit in Tax History report
  8. Later: Apply Credit Memo to Customer open item
Was this Helpful?
up
439 users have voted.

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.

Was this Helpful?
up
439 users have voted.

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.

Was this Helpful?
up
437 users have voted.

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.

Was this Helpful?
up
436 users have voted.

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.

Was this Helpful?
up
434 users have voted.

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.

Was this Helpful?
up
434 users have voted.

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.

Was this Helpful?
up
434 users have voted.

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.

Was this Helpful?
up
433 users have voted.

How do I handle customers who have multiple tax zones?

The way to handle customers with multiple different tax zones is to use ship-to addresses. Tax zones can be defined for each ship-to address. In this way, whenever you ship to a different customer address you can be sure the correct tax zone will be used.

Was this Helpful?
up
433 users have voted.

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.

Was this Helpful?
up
432 users have voted.

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.

Was this Helpful?
up
432 users have voted.

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.

Was this Helpful?
up
429 users have voted.

How do I add an item group to the product catalog for my xTupleCommerce site?

You are able to add new item groups in the xTuple ERP database via Products > Items > Groups > New. From there, fill out the appropriate fields, add any parent groups or member items, and save.

If you want the item group to have an image on the xTupleCommerce site, you are able to attach documents. Reminder: documents must be in the form of a URL.

Was this Helpful?
up
429 users have voted.