+1-757-461-3022 x124

Library

Primary tabs

How is the start date of a work order determined?

The start date of a work order is determined based on the due date minus the lead time. The lead time for an item is found on the item site record. For example, if the due date is February 15 and the item site lead time is five days, the start date for the work order would be February 10.

Was this Helpful?
up
34 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
34 users have voted.

What is a worksheet?

Worksheets are used for tracking employee time and expenses. Because they are linked to projects, worksheets can be used for tracking time and expenses on a project-by-project basis.

Was this Helpful?
up
34 users have voted.

What is CRM?

In xTuple, CRM stands for Corporate/Customer Relationship Management. xTuple CRM includes features such as a universal address book, incident management, opportunity management, to-do lists, project management, and more. What makes xTuple CRM especially unique is that it is fully-integrated with xTuple ERP. This means you can organize and manage your CRM data all within the context of a complete business management solution.

Was this Helpful?
up
34 users have voted.

Why are some tax types system-defined?

There are two system-defined tax types: freight and adjustment. Since both tax types generally impact an entire order, they can operate without being linked to specific item records. By contrast, user-defined tax types must be linked to item records. Using the freight tax type, you can create tax assignments to calculate freight taxes by tax zone. The adjustment tax type is used whenever you create a miscellaneous tax adjustment during order entry.

 

Was this Helpful?
up
34 users have voted.

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.

Was this Helpful?
up
33 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
33 users have voted.

Can I report on activity by site type?

Yes, you can write custom reports to capture information about your sites according to their site type.

Was this Helpful?
up
33 users have voted.

How does explosion work?

Work order explosion is the process whereby work order material (and routing) requirements are created for a work order. These requirements are pulled from the bill of materials and routing for the manufactured item. If you choose to automatically explode work orders, these requirements will be created when work orders are created. Otherwise, work orders will have to be exploded manually.

Was this Helpful?
up
33 users have voted.

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.

Was this Helpful?
up
33 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
33 users have voted.

How do I link a project to a customer?

Projects can be linked to customers using the relationships link on the customer screen. Simply locate the CRM account for the customer and then save the project once you've entered the information. When you link projects and customers you gain the ability to specify special billing rates for customers by project. You can also report on projects by customer.

Was this Helpful?
up
33 users have voted.

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.

Was this Helpful?
up
33 users have voted.

What are customer types?

Customer types are the primary category used to classify customers. Many sales reports—and also pricing schedules—are tied to customer types. Because of this importance, every customer is required to have a customer type. Example customer types might include, domestic and international or retailwholesale, and manufacturer.

Was this Helpful?
up
33 users have voted.

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.

Was this Helpful?
up
33 users have voted.

Where does the invoice number come from?

The next available invoice number is defined in the sales configuration. Depending on your numbering policy, invoice numbers will be created either manually or automatically.

Was this Helpful?
up
33 users have voted.

Why do I need opportunity sources?

Opportunity sources are valuable because they tell you where your leads are originating from. By analyzing your lead source information, you can identify which opportunity sources are the most (or least) successful for you. For example, if you're running a commercial on the radio--and it's generating dozens of opportunities for you--then you might want to consider buying radio ads. 

Was this Helpful?
up
33 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
33 users have voted.

Can files be linked to opportunities?

Yes, you can link files or other documents to opportunities using the documents tab. Simply browse for files on your system and then attach them. You also can attach other documents (e.g., CRM accounts, incidents, items, etc.).

Was this Helpful?
up
32 users have voted.

Can I clock into a shift without clocking into a work order first?

Yes, you can clock into a shift without first clocking into a work order. That's how you document you've started your shift in cases where work orders aren't immediately available to clock into. When work orders become available, you can clock into them later in your shift.

Was this Helpful?
up
32 users have voted.

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.

Was this Helpful?
up
32 users have voted.

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.

Was this Helpful?
up
32 users have voted.

Does xTuple have a ticketing system?

Yes, xTuple does have a ticketing system. The ticketing system is one of the modules available for purchase with the xTuple Web Portal. Using the ticketing system, your customers can enter tickets (i.e., incidents) directly on your own public website. Tickets are saved immediately to your xTuple database. Your employees can then manage the tickets using their xTuple client.

Was this Helpful?
up
32 users have voted.

How are incident severities used?

The incident system uses severity as one measure for categorizing incidents. Sample severities might include "Trivial," "Normal" and "Critical." When entering an incident, you can assign a severity to it. This severity can then be used to sort incidents by similar severity. For example, you might want to look at all your "Critical" incidents to see which ones should be addressed first. You can filter incidents by severity using the advanced search feature.

Was this Helpful?
up
32 users have voted.

How are reference items related to expense categories?

Reference items are non-inventory items (such as services you sell) which you want to be able to include on invoices for your customers. They can also be billed as line items on projects, if you specify a default expense category in the product definition for the reference item.

Was this Helpful?
up
32 users have voted.