xTuple for Inventory Businesses
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xTuple for Inventory Businesses

Order-to-Cash and Advanced Manufacturing and Distribution

Copyright © 1998-2011 xTuple

September 2011

Table of Contents

Introduction
1. Getting Started
1.1. Log In Options
1.2. xTuple Desktop
1.3. Exit the Application
1. Manufacturing Process Flow
1. Getting Started
1.1. Setup
1.2. Indented Bill of Materials
2. Sales Orders
2.1. Entering a Sales Order
2.2. Sales Order Line Items
2.3. Pricing Schedules
3. Manufacturing Scheduling
3.1. Creating Planned Material Requirements Planning (MRP) Orders
3.2. MRP Results
3.3. Releasing Planned P/Os to Purchasing
3.4. Releasing Planned W/Os to Production
4. Purchase Orders
4.1. Converting P/Rs to P/Os
4.2. Posting Purchase Orders
4.3. Receiving Purchased Goods
5. Inventory Management
5.1. Viewing Inventory Availability
6. Accounts Payable
6.1. Entering a Voucher
6.2. Posting Vouchers
6.3. Selecting Vouchers for Payment
6.4. Preparing a Check Run
6.5. Posting Checks
7. Work Orders
7.1. Managing Work Orders
7.2. Manually Issuing W/O Materials
7.3. Posting Production
7.4. Backflushing W/O Materials
7.5. Lot-Controlled Components
7.6. Closing Work Orders
8. Shipping & Receiving
8.1. Issuing Stock to Shipping
8.2. Shipping Orders
8.3. Picking and Shipping Forms
8.4. Shipment Tracking
9. Accounts Receivable
9.1. Selecting Orders for Billing
9.2. Creating Invoices
9.3. Printing Invoices
9.4. Posting Invoices
9.5. Entering Cash Receipts
9.6. Posting Cash Receipts
9.7. Viewing Customer Information
10. General Ledger
10.1. Viewing G/L Transactions
10.2. Income Statement
11. Conclusion
2. Labor and Overhead Tracking
1. Overview
2. Bills of Operations
2.1. Work Centers
2.2. Item Costing
3. Work Order Operations
3.1. Creating Work Orders
3.2. Posting Operations
3.3. Closing Work Orders
3.4. General Ledger
4. Clocking Time on Work Orders
3. Master Scheduling
1. Overview
2. Updating and Releasing Production Plans
3. Running MPS
3.1. Displaying Results of an MPS Run
3.2. Displaying MPS Detail for an MPS Item
4. Running MRP
4.1. Displaying Results of MRP after MPS Run
4. Constraint Management
1. Overview
2. Definitions
3. Stock Buffer Scenario
4. Time Buffer Scenario
5. Capacity Buffer Scenario
6. Other Constraint Management Displays
A. Learning More About xTuple
1. Additional Resources
2. Application Fundamentals
2.1. Searching for Information
2.1.1. Auto-Complete
2.1.2. Search Filters
2.2. Keyboard Shortcuts
2.2.1. TAB Key
2.2.2. CTRL Key
2.2.3. ALT Key
2.2.4. ENTER Key
2.2.5. Date Shortcuts
2.2.6. Calendars
2.2.7. Toolbar Buttons
2.3. Right-Click Options
2.4. Column Memory
2.5. Screen Position/Size Memory
2.6. Check Box Memory
2.7. Common Application Buttons
2.8. Spell Checking

List of Tables

A.1. Date Shortcuts
A.2. Toolbar Buttons Master List
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