Business Accounting Software

 

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pclark's picture

Adding Flexibility to Sales Account Assignments - A step towards multi-company in a single xTuple database :D

Click for full-size, really big graphic...

Hey! How have you all been?! I've stepped back into my cubicle and will attempt to grace the xTuple Blog-o-sphere once again with something I think EVERYONE may find interesting.

Sales Account Assignments - In the Beginning...

Setting up Sales Account Assignments within the bounds of Site, Product Category and Customer Type is more than sufficient to meet the needs of most organizations.  However, in some circumstances a company may sell the same products in many different ways. Depending on how much detail a particular Controller wants to see in the General Ledger, they may have a need to book sales to differing accounts by the Type of Sale or the Region/Area the product was shipped into.

In xTuple, a Customer can only have one Customer Type. Sales Account Assignments can use this Customer Type to drive sales to particular GL Account Assignments based on the Site, the Product Category and the Customer Type. This does run into its limitations... quickly. One work-around in the past was to duplicate your customer. This can make things messy. Very Messy if you have many different ways to Sell a product and you want that detail in your GL. This leads to an Unwieldly Matrix of Sales Account Assignments and Duplicate Customers, Nightmares, Headaches and Nausea. Read more »

matherton's picture

Go Live: Are We Ready?

The clients I work with frequently ask me this question once we are deep into the implementation.  I never give a straight answer.  You see, I believe you should know if you are ready and with the right preparation you will.  So let's take a high level look at what must happen before you will be confident enough to go live.

Initial Training Read more »

Enhanced Commissions

Related to Features Incident 14761.

The current xTuple sales rep commissions feature has limited functionality that may not meet the needs of businesses with more complex and dynamic comissioning requirements. For example, the current system only allows for one sales rep per Sales Order, and only supports a flat commission rate per rep. 

The Enhanced Commissions spec covers both core (C++) changes and the contents of a new package (scripts) that will be maintained as part of the Enterprise Edition. The core updates are not described here, but are covered by a number of incidents associated with the omnibus Enhanced Commissions incident # 14761. The contents of the Enhanced Commissions package are covered in this specification. Read more »

jrogelstad's picture

More Gain, Less Pain getting started in 3.6

UPDATE: The release candidate of xTuple 3.6.0 is available for download (no installer yet, just binaries and databases). 

We have really ramped up our efforts this year to increase the appeal and usability of the user interface. From the new Desktop and Quick Start Wizard, to  improved search functionality we have focused efforts on making it easier to get started and use xTuple.  Version 3.6, now in Beta, will continue that trend by allowing users to launch virtually any document from any other document.   That's right:  No more hunting around the menu system trying to find the edit list for the records you are searching.  Just jump to where you need to go from right where you are.

The new search cluster introduced in 3.5 now replaces all searchable widgets including customer, vendor and work order, and now you can create documents from any of those by selecting "New" on the menu list.  Similarly The combo box pictured on the left also includes the ability to jump directly to the edit list for those items (provided you have privileges of course).

But that's not all.  We've completely reorganized and consolidated the maintenance areas of xTuple in one common and easy to understand "Setup" screen. Read more »

jrogelstad's picture

Open source working for you

It's easy for us full time developers to get sucked into blogging mostly about our own achievements in a release cycle. However, as an open source project I don't think we should neglect shining the spotlight on contributions from our community.  After all, these are the people using the software in the real world and trying to solve real world problems with it.  In fact well over 100 contributions have been implemented in the core in the 3.5.x series already.  Project Time & Expense, Support for electronic banking in Austrailia, saving files directly to the database,  G/L Account mappings for cost elements, a new Incident report, more ubiquitous use of the Job Costing report, increasing price precision for P/O and an API view for accounts payable memos are some of my favorites.

 
Project Time & Expense Lite
This was an enormous contribution from our partner szuke at Core Services Group who was incidentally the winner of the 2010 haxTuple bug derby (final results here). He submitted the extension package for a Time & Expense tracking system for CRM Project that is now part of the xTuple core project on Source Forge (no pun intended).  Core Services also offers a premium version that can used for billing purposes.  Both the free and commercial versions are available for download from our xChange app. store.
Support for Electronic Banking in Australia
We have had support for generating electronic checks for some time... but only for North America (NACHA format).  Thanks to this contribution from dataforge we now support the ABA electronic check format for Australia.  Implementing this one also forced our hand a bit to find a way to implement hooks to allow for users to create and implement functions to support any local banking format.  Now those hooks are in the system as a configuration option.  We're hoping more people will submit functions to support additional formats in the future.
Saving Files to the Database
Power user and xTuple partner benson liked our ability to link documents to each other using our Documents widget, but didn't like so much that we only supported URL linking for external documents.  So he submitted code to enable saving external files directly in the database.  That way users don't have to worry about links getting broken because of inaccessible file server paths (especially a problem in a mixed OS environment) or users moving a file and therefore breaking the link.  We got so excited about this one that we even enhanced it ourselves a little further by adding a file watcher to the file when it's opened. When you open a file from the database the file is exported to a temporary directory; if you make changes to the file and click save, the file watcher sees the changes and quietly imports the new version of the file back into the database. That keeps the copy of the file in the database current.
G/L Mapping support for user defined cost elements
This is another contribution by benson.  We have supported user defined costing elements almost from the beginning, but one big shortcoming is they didn't really have any impact on the General Ledger.  This got kind of ugly when they were used on a manufactured item because any cost attributed to one of these elements had no place to go so always ended up being recorded as a variance.  Now you can specify a G/L account mapping on the cost element so costs associated with that automatically get expensed to the proper account when production is posted.  Hooray!
Ability to print an Incident report
U-Haul power user pallavi noticed a functional hole in that there was no way to physically print an Incident.  That's kind of a problem if you've got a red hot one that you want to get on a piece of paper to show someone who may not have quick access to xTuple (say a shop floor worker... or a CEO? ;)  ).  Problem is now solved.
Make the job costing report work for any work order
It used to be that the Job Costing report only worked for work orders that were for job costed items.  xTuple Partner lcarteeat Magical Custom Programming asked, "Why can't we see that job data for ANY work order regardless of cost method?"  The answer is, there's no good reason not to allow that, so he submitted a change to remove that restriction.
Increase the price precision for purchased items
This is a prime example of something that dogged us for a long time but always seemed to sit on the back burner.  To be honest most of our development is driven by users who sponsor it, or architectural changes we think will increase use and/or sales of our product.  Increasing the precision of P/O price handling was one of those things that people often complained about, but just wasn't getting bumped up in priority.  Power user and winner of the 2009 xTuple bug derbyjstandring finally took it upon himself to address this one.  This is the kind of contribution that reminds me why I first fell in love with the concept of open source in the first place.
API view for Accounts Payable Memos
This one from our Canadian partner asplus is a great example of the kind of thing that can help with 3rd party integration, and can also make life much easier for someone going live.  Instead of keying in 1,500 open payables two days before you go live, why not just import them?
Special Mention:
I can't build a list like this without mentioning our power user and partner in Mexico malfredo32, the runner up contentestant in haxTuple 2010.  Not only has he contributed about a dozen patch features and fixes, he resolved many more dozens of outstanding issues in the haxTuple competition.  He also was the first one to reach 100% on the translation portal.  Finally,  we also jokingly call him our Mexican QA department as he is always the first to jump in and thoroughly test beta and release candidate versions of our software.  His bug finds are typically the best in our community, and I guarantee result in better software releases for everybody.
There are so many more people who have made great patch contributions.  At some point I'd like to have a "Hall of Fame" page so they can all be listed and get credit.  In the mean time I just want offer this public "Thank You" to everyone in the community who has submitted code, a bug or even a forum posting.  All these activities are contributing to making xTuple the best open source business system available.
 
Project Time & Expense Lite
This was an enormous contribution from our partner szuke at Core Services Group who was incidentally the winner of the 2010 haxTuple bug derby (final results here). He submitted the extension package for a Time & Expense tracking system for CRM Project that is now part of the xTuple core project on Source Forge (no pun intended).  Core Services also offers a premium version that can used for billing purposes.  Both the free and commercial versions are available for download from our xChange app. store.
Support for Electronic Banking in Australia
We have had support for generating electronic checks for some time... but only for North America (NACHA format).  Thanks to this contribution from dataforge we now support the ABA electronic check format for Australia.  Implementing this one also forced our hand a bit to find a way to implement hooks to allow for users to create and implement functions to support any local banking format.  Now those hooks are in the system as a configuration option.  We're hoping more people will submit functions to support additional formats in the future.
Saving Files to the Database
Power user and xTuple partner benson liked our ability to link documents to each other using our Documents widget, but didn't like so much that we only supported URL linking for external documents.  So he submitted code to enable saving external files directly in the database.  That way users don't have to worry about links getting broken because of inaccessible file server paths (especially a problem in a mixed OS environment) or users moving a file and therefore breaking the link.  We got so excited about this one that we even enhanced it ourselves a little further by adding a file watcher to the file when it's opened. When you open a file from the database the file is exported to a temporary directory; if you make changes to the file and click save, the file watcher sees the changes and quietly imports the new version of the file back into the database. That keeps the copy of the file in the database current.
G/L Mapping support for user defined cost elements
This is another contribution by benson.  We have supported user defined costing elements almost from the beginning, but one big shortcoming is they didn't really have any impact on the General Ledger.  This got kind of ugly when they were used on a manufactured item because any cost attributed to one of these elements had no place to go so always ended up being recorded as a variance.  Now you can specify a G/L account mapping on the cost element so costs associated with that automatically get expensed to the proper account when production is posted.  Hooray!
Ability to print an Incident report
U-Haul power user pallavi noticed a functional hole in that there was no way to physically print an Incident.  That's kind of a problem if you've got a red hot one that you want to get on a piece of paper to show someone who may not have quick access to xTuple (say a shop floor worker... or a CEO? ;)  ).  Problem is now solved.
Make the job costing report work for any work order
It used to be that the Job Costing report only worked for work orders that were for job costed items.  xTuple Partner lcarteeat Magical Custom Programming asked, "Why can't we see that job data for ANY work order regardless of cost method?"  The answer is, there's no good reason not to allow that, so he submitted a change to remove that restriction.
Increase the price precision for purchased items
This is a prime example of something that dogged us for a long time but always seemed to sit on the back burner.  To be honest most of our development is driven by users who sponsor it, or architectural changes we think will increase use and/or sales of our product.  Increasing the precision of P/O price handling was one of those things that people often complained about, but just wasn't getting bumped up in priority.  Power user and winner of the 2009 xTuple bug derbyjstandring finally took it upon himself to address this one.  This is the kind of contribution that reminds me why I first fell in love with the concept of open source in the first place.
API view for Accounts Payable Memos
This one from our Canadian partner asplus is a great example of the kind of thing that can help with 3rd party integration, and can also make life much easier for someone going live.  Instead of keying in 1,500 open payables two days before you go live, why not just import them?
Special Mention:
I can't build a list like this without mentioning our power user and partner in Mexico malfredo32, the runner up contentestant in haxTuple 2010.  Not only has he contributed about a dozen patch features and fixes, he resolved many more dozens of outstanding issues in the haxTuple competition.  He also was the first one to reach 100% on the translation portal.  Finally,  we also jokingly call him our Mexican QA department as he is always the first to jump in and thoroughly test beta and release candidate versions of our software.  His bug finds are typically the best in our community, and I guarantee result in better software releases for everybody.
There are so many more people who have made great patch contributions.  At some point I'd like to have a "Hall of Fame" page so they can all be listed and get credit.  In the mean time I just want offer this public "Thank You" to everyone in the community who has submitted code, a bug or even a forum posting.  All these activities are contributing to making xTuple the best open source business system available.
matherton's picture

Best Practice ERP – Don't settle for piecemeal

Why are we doing this?

Why do we implement ERP?  Ask several different companies and you will get a variety of answers.  The one answer I hear most often, indeed a common refrain from those who are most successful is: “To integrate all facets of our business on a single application platform.”  This makes sense especially when you consider that the 'E' in ERP is Enterprise.

Now, let's ask a different question:  What is the one thing you would do differently?  Again there are a variety of answers but one that is often high on the list and that usually comes from those who struggle after they completed their implementation is: “Avoid a piecemeal implementation.” Read more »

Product Roadmap

While we work tirelessly on small enhancements, fixes and improvements, this page is intended to provide a basic map of where we are going on major functional and architectural issues.

Comments welcome, as always!

 Read more »