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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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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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Do tax zones work the same for customers and vendors?

Yes, tax zones work the same way for both sales and purchases. Tax zones help define the amount of tax charged in either scenario.

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What is an item?

Items are the products or services related to your business. In an inventory business, for example, items would be the products you buy or make or sell. The items in a service business would be the services you provide to your customers. All items must be associated with a class code. The class code is a useful mechanism for grouping similar items together. In addition, items may be sold--or not. If they are sold, items must have a product category assigned to them. Product categories make it possible to group sold items for reporting and also accounting purposes.

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How do I enter my opening balances in the General Ledger?

We recommend entering G/L Chart of Account opening balances using one of two possible methods described in the document Entering Opening Balances.

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Why would you add multiple tax codes to a tax assignment?

You would add multiple tax codes to accommodate complex tax scenarios. Example scenarios might include tiered, nested, or cumulative taxes. The behavior of each tax code can be controlled using tax classes, whose group sequence value helps sort the order in which tax codes are applied.

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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.

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Can I change the list of countries?

Yes you can add and delete countries. You can also make changes to existing countries' settings. Use this with caution though, because a non-standard country will not have the available states and provinces by default.

Hint: Use the limit to list setting in off mode to prevent changes to the list of countries.

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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.

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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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What is landed cost?

Landed cost is the total price of a product once it has arrived at a buyer's door, including the purchase price plus all freight, tariff and any other handling charges. Often times, landed costs need to be added retroactively to a product after it has been received.

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How do I show charts?

To show charts, change the mode to chart in the top left corner. You will then see a selection of charts on the left side.

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Is xTuple available in different languages?

Yes you can add and delete countries. You can also make changes to existing countries' settings. Use this with caution though, because a non-standard country will not have the available states and provinces by default.

Hint: Use the limit to list setting in off mode to prevent changes to the list of countries.

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What are characteristic types?

Characteristic types control the behavior of characteristics—and also their fomatting. The following characteristic types are supported: text, list, and date. The text type is a free-form text string. Text type characteristics have access to the input mask and validator options. The list type should be used to present a list of possible values. The date type supports date strings. The formatting of date type characteristics conforms to the user's locale.

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Are departments required?

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

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Can my customers update their My Account info on the xTupleCommerce site?

Absolutely. When a user logs in to the xTupleCommerce site, they are redirected to their My Account page.  If they are already logged in and have started navigating to other content, they can click the My Account link at the top of the window.

Once they are on their My Account page, they can select the Edit tab to update their primary contact information.

If they want to manage their Shipping Addresses, they can select the Shipping Addresses tab within their My Account page. From there, they can add a new shipping address or update an existing shipping address. 

Note: Customers are not able to update their billing address in their My Account page. That will need to be done in the ERP.

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How do translation files work?

To learn more about how translation files work, please see the article "Getting and Using xTuple Translation Files."

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Why can't I enter a credit card receipt?

When entering credit card receipts, make sure you've selected credit card as your cash receipt funds type. Second, check with your system administrator to verify your site is configured to use credit cards. Some set up may be required.

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Are incident categories required?

Yes, every incident must be assigned to a category. Because incident categories are the highest-level grouping mechanism available to incidents, they are required.

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Can customers belong to more than one customer group?

Yes, customers can belong to multiple customer groups. There is no limit to the number of groups a customer can be attached to.

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What is OAuth?

OAuth is a protocol (or framework) that supports authorization workflows. OAuth is not an API or a service: it is an open standard for authorization that any developer can implement. It gives you a way to ensure that a specific user has permissions to do something.

This protocol allows third-party applications to grant limited access to an HTTP service, either on behalf of a resource owner or by allowing the third-party application to obtain access on its own behalf. Access is requested by a client, which can be a website or a mobile application, for example.

xTuple uses OAuth2 (or OAuth 2.0), the second version of the OAuth protocol. OAuth2 simplifies the previous version and facilitates interoperability between different applications. OAuth1 adn OAuth2 specifications are completely different from one another, and cannot be used together: there is no backwards compatibility between them. 

The OAuth2 protocol is constantly evolving and acclaimed by Internet giants such as Google and Facebook.

More on OAuth 2.0 Standards available at Internet Engineering Task Force (IETF).

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Are freight classes required?

Freight classes are only required if you are using pricing schedules to automatically calculate freight charges during sales order entry. Pricing schedules include freight classes as one factor in their pricing matrix. Using this matrix, it's possible to define pricing schedules by freight class.

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Can I change the customer on a sales order?

No, once you link a customer to a sales order that relationship cannot be broken. If you enter a customer number in error, your best option is to delete the sales order and start over.

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Can the customer number be different from the CRM account number?

No, the customer number and the CRM account number are linked and must be the same. The CRM account serves as a kind of parent having several different possible children. Because of this linkage, a single business entity can be stored in xTuple as both a customer and a vendor. This helps to simply and cover the cases where you sell to one company as a customer, but you also buy from them as a vendor.

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Do all accounts need parents?

No, the parent account feature is optional. You would only use it for accounts that are sub-accounts. For example, you might have customers TTOYS-SE and TTOYS-NE that are regional branches of Tremendous Toys. In this case, you would link Tremendous Toys as the parent for both TTOYS-SE and TTOYS-NE.

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