xTuple ERP Reference Guide
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xTuple ERP Reference Guide

Version 3.7

Copyright © 1998-2011 xTuple

May 2011

Table of Contents

Introduction
1. Getting Started
1.1. Log In Options
1.2. xTuple Desktop
1.3. Exit the Application
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
2.9. Drag-and-Drop
1. Products Module
1. Reports
1.1. Bills of Materials
1.1.1. Single Level Bill of Materials
1.1.2. Indented Bill of Materials
1.1.3. Summarized Bill of Materials
1.1.4. Sequenced Bill of Materials
1.2. Where Used
1.2.1. Single Level Where Used
1.2.2. Indented Where Used
1.3. Pending BOM Changes
1.4. Operations by Work Center
1.5. Standard Operations by Work Center
1.6. Capacity UOMs
1.6.1. Capacity UOMs by Class Code
1.6.2. Capacity UOMs by Product Category
2. Item
2.1. Enter New Item
2.2. List Items
2.3. Copy Item
2.4. Item Availability Workbench
2.5. Item Groups
2.5.1. Item Group
2.6. Item Images
3. Bill of Materials
3.1. Enter New Bill of Materials
3.1.1. Bill of Materials Item
3.2. List Bills of Materials
3.3. Copy Bill of Materials
3.4. Mass Replace Component Item
3.5. Mass Expire Component Item
4. Bill of Operations
4.1. Enter New Bill of Operations
4.1.1. Bill of Operations Item
4.2. List Bills of Operations
4.3. Copy Bill of Operations
5. Breeder Bill of Materials
5.1. Enter New Breeder Bill of Materials
5.1.1. Breeder Bill of Materials Item
5.2. List Breeder Bills of Materials
6. Costing
6.1. Maintain Item Costs
6.2. Update Actual Costs
6.2.1. Update Actual Costs by Item
6.2.2. Update Actual Costs by Class Code
6.3. Post Actual Costs
6.3.1. Post Actual Costs by Item
6.3.2. Post Actual Costs by Class Code
6.4. Post Standard Costs
6.4.1. Update Standard Costs by Item
6.4.2. Update Standard Costs by Class Code
6.5. Reports
6.5.1. Costed BOM
6.5.2. Item Costs
6.6. User-Defined Costing Elements
6.6.1. User Costing Element
7. Lot/Serial
7.1. Lot/Serial Registration
8. Utilities
8.1. Unused Purchased Items
8.2. Undefined Manufactured Items
8.3. Bills of Materials Without Component Item Sites
8.4. Reassign Class Code by Class Code
8.5. Reassign Product Category by Product Category
9. Setup
9.1. Configure
9.1.1. Configure Products
9.2. Master Information
9.2.1. Characteristics
9.2.2. Class Codes
9.2.3. Freight Classes
9.2.4. Standard Labor Rates
9.2.5. Lot/Serial Sequences
9.2.6. Product Categories
9.2.7. Shifts
9.2.8. Standard Operations
9.2.9. Units of Measure
9.2.10. Work Centers
2. Inventory Module
1. Transfer Order
1.1. New Transfer Order
1.1.1. Transfer Order Item
1.2. List Transfer Orders
1.3. Release Transfer Orders by Agent
2. Physical Inventory
2.1. Create Count Tags
2.1.1. Create Count Tags by Planner Code
2.1.2. Create Count Tags by Class Code/Site
2.1.3. Create Count Tag by Item
2.2. Create Cycle Count Tags by Site
2.3. Enter Count Slip
2.4. Enter Count Tag
2.5. Enter Miscellaneous Inventory Count
2.6. Zero Uncounted Count Tags by Site
2.7. Thaw Item Sites by Class Code/Site
2.8. Post Count Slips
2.9. Post Count Tags
2.10. Purge Posted Count Slips
2.11. Purge Posted Count Tags
2.12. Reports
2.12.1. Frozen Item Sites
2.12.2. Count Slip Edit List
2.12.3. Count Tag Edit List
2.12.4. Count Slips by Site
2.12.5. Count Tags
3. Receiving
3.1. Enter Receipt
3.1.1. Enter Receipt Item
3.2. List Unposted Receipts
3.3. Purchase Order Return
3.3.1. Enter Return Item
3.4. Forms
3.4.1. Print Receiving Labels by Order
4. Shipping
4.1. Issue to Shipping
4.1.1. Issue Line to Shipping
4.2. Maintain Shipping Contents
4.2.1. Shipping Information
4.3. Ship Order
4.4. Recall Orders to Shipping
4.5. Forms
4.5.1. Packing List Batch
4.5.2. Print Packing List Batch by Ship Via
4.5.3. Print Packing List
4.5.4. Print Shipping Form
4.5.5. Print Shipping Forms
4.5.6. Shipping Labels
4.6. Reports
4.6.1. Backlog
4.6.2. Summarized Backlog by Site
4.6.3. Shipments
5. Transactions
5.1. Miscellaneous Adjustment
5.2. Scrap
5.3. Expense Transaction
5.4. Material Receipt
5.5. Transform
5.6. Reset QOH Balances
5.7. Inter-Site Transfer
5.8. Relocate Inventory
6. Forms
6.1. Print Item Labels by Class Code
7. Reports
7.1. Valid Locations by Item
7.2. Quantities on Hand
7.3. Quantities on Hand by Location
7.4. Location/Lot/Serial # Detail
7.5. Expired Inventory
7.6. Slow Moving Inventory
7.7. Inventory Availability
7.8. Substitute Availability by Root Item
7.9. Inventory Status
7.9.1. Inventory Buffer Status by Planner Code
7.9.2. Inventory Buffer Status by Class Code
7.9.3. Inventory Buffer Status by Item Group
7.10. Inventory History
7.11. Detailed Inventory History by Location
7.12. Detailed Inventory History by Lot/Serial #
7.13. Item Usage Statistics
7.14. Time-Phased Item Usage Statistics by Item
8. Site
8.1. Sites
8.1.1. Site
8.2. Site Locations
8.2.1. Site Location
9. Item Site
9.1. Enter Item Site
9.2. Item Sites
9.3. Item Availability Workbench
10. Lot/Serial Control
10.1. Location/Lot/Serial # Detail
10.2. Detailed Inventory History by Lot/Serial #
10.3. Reassign Lot/Serial Number
11. Utilities
11.1. Unbalanced QOH by Class Code
11.2. Update Item Controls
11.2.1. Update ABC Class
11.2.2. Update Cycle Count Frequency
11.2.3. Update Item Site Lead Times
11.2.4. Reorder Levels
11.2.5. Order Up To Levels
11.3. Summarize Transaction History by Class Code
11.4. Create Item Sites by Class Code
11.5. Maintain External Shipping Records
11.5.1. External Shipping Maintenance
12. Setup
12.1. Configure
12.1.1. Configure Inventory
12.2. Accounting Mappings
12.2.1. Cost Categories
12.2.2. Expense Categories
12.3. Master Information
12.3.1. Characteristics
12.3.2. Planner Codes
12.3.3. Reason Codes
12.3.4. Site Types
3. Schedule Module
1. Production Plan
1.1. New Production Plan
1.2. List Production Plans
2. Scheduling
2.1. Create Planned Order
2.2. Run MPS by Planner Code
2.3. Run MRP
2.3.1. Run MRP by Planner Code
2.3.2. Run MRP by Item
2.4. Firm Planned Orders by Planner Code
2.5. Release Planned Orders by Planner Code
2.6. Delete Planned Order
2.7. Delete Planned Orders by Planner Code
3. Constraint Management
3.1. Update
3.1.1. Run Buffer Status by Planner Code
3.1.2. Run Buffer Status by Item
3.2. Inventory
3.2.1. Inventory Buffer Status by Planner Code
3.2.2. Inventory Buffer Status by Class Code
3.2.3. Inventory Buffer Status by Item Group
3.3. P/O Items by Buffer Status
3.4. Work Order
3.4.1. Work Order Buffer Status by Planner Code
3.4.2. Work Order Buffer Status by Class Code
3.4.3. Work Order Buffer Status by Item Group
3.5. Capacity Buffer Status by Work Center
3.6. W/O Operation Buffer Status by Work Center
4. Capacity Planning
4.1. Time-Phased Capacity by Work Center
4.2. Time-Phased Load by Work Center
4.3. Time-Phased Available Capacity by Work Center
4.4. Time-Phased Production
4.4.1. Time-Phased Production by Planner Code
4.4.2. Time-Phased Production by Item
4.5. Time-Phased Demand by Planner Code
4.6. Capacity Buffer Status by Work Center
5. Reports
5.1. Planned Orders
5.2. Running Availability
5.3. Time-Phased Availability
5.4. MRP Exceptions
5.4.1. Create MRP Exceptions
5.5. MPS Detail
5.6. MRP Detail
5.7. Expedite Exceptions by Planner Code
5.8. Reorder Exceptions by Planner Code
5.9. Lead Time Analysis
5.10. Rough Cut Capacity Plan by Work Center
5.11. Time-Phased Rough Cut Capacity Plan by Work Center
5.12. Planned Revenue/Expenses by Planner Code
5.13. Time-Phased Planned Revenue/Expenses by Planner Code
6. Setup
6.1. Configure
6.1.1. Configure Schedule
6.2. Master Information
6.2.1. Planner Codes
6.2.2. Site Calendar Exceptions
6.2.3. Site Week
6.2.4. Work Centers
4. Purchase Module
1. Purchase Request
1.1. Purchase Requests by Planner Code
1.2. Purchase Requests by Item
2. Purchase Order
2.1. Enter New Purchase Order
2.1.1. Purchase Order Item
2.2. Open Purchase Orders
2.3. Release Purchase Order
2.4. Post Purchase Orders by Agent
2.5. Close Purchase Order
2.6. Reschedule Purchase Order Item
2.7. Change Purchase Order Item Quantity
2.8. Add Comment to Purchase Order
3. Voucher
3.1. Enter New Voucher
3.1.1. Voucher Item
3.1.2. Voucher Misc. Distribution
3.2. Enter New Miscellaneous Voucher
3.2.1. Voucher Misc. Distribution
3.3. Unposted Vouchers
3.4. Vouchering Edit List
3.5. Post Vouchers
4. Forms
4.1. Print Purchase Order
4.2. Print Purchase Orders by Agent
4.3. Print P/O Form
4.4. Print Vendor Form
4.5. Send Electronic Purchase Order
5. Reports
5.1. Item Sites
5.2. Buy Card
5.3. Purchase Requests
5.3.1. Purchase Requests by Planner Code
5.3.2. Purchase Requests by Item
5.4. Purchase Orders
5.4.1. P/Os by Vendor
5.4.2. P/Os by Date
5.5. Purchase Order Items
5.5.1. P/O Items by Vendor
5.5.2. P/O Items by Date
5.5.3. P/O Items by Item
5.6. P/O Items by Buffer Status
5.7. P/O History
5.7.1. Copy Purchase Order
5.8. Receipts and Returns
5.8.1. Receipts and Returns by Vendor
5.8.2. Receipts and Returns by Date
5.8.3. Receipts and Returns by Item
5.9. Uninvoiced Receipts and Returns
5.9.1. P/O Liability Distribution
5.9.2. Correct P/O Receipt
5.10. Price Variances
5.10.1. Price Variances by Vendor
5.10.2. Price Variances by Item
5.11. Delivery Date Variances
5.11.1. Delivery Date Variances by Vendor
5.11.2. Delivery Date Variances by Item
5.12. Rejected Material by Vendor
5.13. Unposted Vouchers
6. Vendor
6.1. Create New Vendor
6.2. Vendors
6.3. Search for Vendor
6.4. Vendor Workbench
6.5. Vendor Types
6.5.1. Vendor Type
7. Item Source
7.1. Enter New Item Source
7.1.1. Item Source Price
7.2. List Item Sources
8. Utilities
8.1. Items Without Item Sources
8.2. Assign Item to Planner Code
8.3. Assign Items to Planner Code by Class Code
9. Setup
9.1. Configure
9.1.1. Configure Purchase
9.2. Accounting Mappings
9.2.1. Payables Assignments
9.2.2. Expense Categories
9.3. Master Information
9.3.1. Planner Codes
9.3.2. Reject Codes
9.3.3. Terms
9.3.4. Vendor Types
5. Manufacture Module
1. Work Order
1.1. Create New Work Order
1.2. Explode Work Order
1.3. Implode Work Order
1.4. Release Work Orders by Planner Code
1.5. Close Work Order
1.6. Reprioritize Work Order
1.7. Reschedule Work Order
1.8. Change Work Order Quantity
2. Materials
2.1. Create Work Order Material Requirement
2.2. Maintain Work Order Material Requirements
3. Operations
3.1. Create Work Order Operation
3.2. Maintain Work Order Operations
4. Transactions
4.1. Issue Material
4.1.1. Issue W/O Material Batch
4.1.2. Issue W/O Material Item
4.2. Return Material
4.2.1. Return Work Order Material Batch
4.2.2. Return Work Order Material Item
4.3. Scrap Work Order Material
4.4. Shop Floor Workbench
4.5. Post Operation
4.6. Correct Operations Posting
4.7. Post Production
4.8. Correct Production Posting
4.9. Close Work Order
4.10. Post Miscellaneous Production
5. Forms
5.1. Print Traveler
5.2. Print Pick List
5.3. Print Routing
5.4. Print Work Order Form
5.5. Print Production Entry Sheet
6. Reports
6.1. Work Order Schedule
6.2. Work Order Status
6.2.1. Work Order Buffer Status by Planner Code
6.2.2. Work Order Buffer Status by Class Code
6.2.3. Work Order Buffer Status by Item Group
6.3. Material Requirements
6.3.1. W/O Material Requirements by Work Order
6.3.2. W/O Material Requirements by Component Item
6.4. Inventory Availability by Work Order
6.5. Pending W/O Material Availability
6.6. Operations
6.6.1. W/O Operations by Work Center
6.6.2. W/O Operations by Work Order
6.7. W/O Operation Buffer Status by Work Center
6.8. Production Time Clock
6.8.1. Production Time Clock by User
6.8.2. Production Time Clock by Work Order
6.9. History
6.9.1. Work Order History by Class Code
6.9.2. Work Order History by Item
6.9.3. Work Order History by W/O Number
6.10. Work Order Costing
6.11. Material Usage Variance
6.11.1. Material Usage Variance by Site
6.11.2. Material Usage Variance by Item
6.11.3. Material Usage Variance by BOM Item
6.11.4. Material Usage Variance by Component Item
6.11.5. Material Usage Variance by Work Order
6.12. Labor Variance
6.12.1. Labor Variance by Work Center
6.12.2. Labor Variance by Item
6.12.3. Labor Variance by BOO Item
6.12.4. Labor Variance by Work Order
6.13. Breeder Distribution Variance
6.13.1. Breeder Distribution Variance by Site
6.13.2. Breeder Distribution Variance by Item
7. Utilities
7.1. Purge Closed Work Orders
8. Setup
8.1. Configure
8.1.1. Configure Manufacture
6. CRM Module
1. Incident
1.1. New Incident
1.1.1. Create New Alarm
1.2. List Incidents
2. To-Do
2.1. New To-Do List Item
2.1.1. Create New Alarm
2.2. To-Do List
2.3. Calendar List
3. Project
3.1. New Project
3.1.1. Create New Task
3.2. List Projects
3.3. Time and Expense
4. Opportunity
4.1. New Opportunity
4.2. List Opportunities
5. Reports
5.1. Order Activity by Project
5.2. Incidents by CRM Account
5.3. To-Do List Items by User and Incident
6. Account
6.1. New CRM Account
6.2. List CRM Accounts
7. Contact
7.1. New Contact
7.2. List Contacts
8. Address
8.1. New Address
8.2. List Addresses
9. Utilities
9.1. Edit Owners
9.2. Create Recurring Items
9.3. Contact Merge
10. Setup
10.1. Configure
10.1.1. Configure CRM
10.2. Master Information
10.2.1. Characteristics
10.2.2. Titles
10.2.3. Incident Categories
10.2.4. Incident Priorities
10.2.5. Incident Resolutions
10.2.6. Incident Severities
10.2.7. Opportunity Sources
10.2.8. Opportunity Stages
10.2.9. Opportunity Types
7. Sales Module
1. Quote
1.1. New Quote
1.1.1. Quote Item
1.2. List Quotes
2. Sales Order
2.1. New Sales Order
2.1.1. Sales Order Item
2.2. Open Sales Orders
3. Billing
3.1. Invoice
3.1.1. Uninvoiced Shipments
3.1.2. Select All Shipped Orders for Billing
3.1.3. Select Order for Billing
3.1.4. Billing Edit List
3.1.5. Billing Selections
3.1.6. Create Invoices
3.1.7. List Unposted Invoices
3.1.8. Post Invoices
3.2. Credit Memo
3.2.1. New Credit Memo
3.2.2. List Unposted Credit Memos
3.2.3. Credit Memo Edit List
3.2.4. Post Credit Memos
3.3. Forms
3.3.1. Print Invoices
3.3.2. Re-Print Invoices
3.3.3. Send Electronic Invoice
3.3.4. Print Credit Memos
3.3.5. Re-Print Credit Memos
4. Return
4.1. Return Authorization
4.1.1. Return Authorization Item
4.2. List Return Authorizations
4.3. Return Authorization Workbench
5. Retail
5.1. Cash Registers
5.1.1. Cash Register
5.1.2. Retail Sale
5.1.3. Print Options
5.2. Retail Sale Search
6. Lookup
6.1. Quote
6.1.1. Quote Lookup by Customer
6.1.2. Quote Lookup by Item
6.2. Sales Order
6.2.1. Sales Order Lookup by Customer Type
6.2.2. Sales Order Lookup by Customer
6.2.3. Sales Order Lookup by Customer PO
6.2.4. Sales Order Lookup by Item
6.3. Sales Order Status
7. Forms
7.1. Print Sales Order Form
7.2. Print Return Authorization Form
7.3. Packing List Batch
7.4. Print Packing List
7.5. Send Electronic Sales Order Form
7.6. Send Electronic Quote
8. Reports
8.1. Summarized Backlog by Site
8.2. Backlog
8.3. Partially Shipped Orders
8.4. Item Reservations
8.5. Inventory Availability
8.6. Inventory Availability by Sales Order
8.7. Inventory Availability by Customer Type
8.7.1. Reserve Stock to Order
8.7.2. Item Reservations
8.8. Register History
8.9. Detailed Register History
8.10. Earned Commissions
8.11. Brief Earned Commissions
8.12. Tax History
9. Analysis
9.1. Bookings
9.2. Time-Phased Bookings
9.3. Sales History
9.3.1. Sales History Information
9.4. Brief Sales History
9.5. Summarized Sales History
9.6. Time-Phased Sales History
10. Prospect
10.1. Enter New Prospect
10.2. List Prospects
10.3. Search for Prospect
11. Customer
11.1. Enter New Customer
11.2. Customers
11.3. Customer Workbench
11.4. Customer Groups
11.4.1. Customer Group
12. Pricing
12.1. Item List Price
12.2. Update List Prices
12.3. Pricing Schedules
12.3.1. Pricing Schedule
12.4. Update Pricing Schedules
12.5. Pricing Schedule Assignments
12.5.1. Pricing Schedule Assignment
12.6. Sales
12.6.1. Sale
12.7. Reports
12.7.1. Prices by Customer Type
12.7.2. Prices by Customer
12.7.3. Prices by Item
12.7.4. Freight Prices by Customer Type
12.7.5. Freight Prices by Customer
13. Utilities
13.1. Reassign Customer Types by Customer Type
13.2. Update Credit Status by Customer
13.3. Purge Invoices
13.4. Purge Credit Memos
13.5. Allocate Reservations
13.6. Archive Sales History
13.7. Restore Sales History
14. Setup
14.1. Configure
14.1.1. Configure Sales
14.2. Accounting Mappings
14.2.1. Receivables Assignments
14.2.2. Retail Sites
14.2.3. Sales Assignments
14.2.4. Sales Categories
14.3. Master Information
14.3.1. Characteristics
14.3.2. Customer Form Assignments
14.3.3. Customer Types
14.3.4. Sales Reps
14.3.5. Ship Vias
14.3.6. Shipping Charge Types
14.3.7. Shipping Forms
14.3.8. Shipping Zones
14.3.9. Tax Codes
14.3.10. Terms
8. Accounting Module
1. Accounts Payable
1.1. Purchase Order
1.1.1. Enter New Purchase Order
1.1.2. Open Purchase Orders
1.1.3. Release Purchase Order
1.2. Voucher
1.2.1. Enter New Voucher
1.2.2. Enter New Miscellaneous Voucher
1.2.3. Unposted Vouchers
1.2.4. Post Vouchers
1.3. Payables Memos
1.3.1. Enter Miscellaneous Credit Memo
1.3.2. List Unapplied Credit Memos
1.3.3. Enter Miscellaneous Debit Memo
1.4. Payments
1.4.1. Select Payments
1.4.2. List Selected Payments
1.4.3. Prepare Check Run
1.4.4. Create Miscellaneous Check
1.4.5. View Check Run
1.4.6. Void Check Run
1.4.7. Post Check
1.4.8. Post Checks
1.5. Payables Workbench
1.6. Forms
1.6.1. Print Purchase Order
1.6.2. Print Check
1.6.3. Print Check Run
1.7. Payables Reports
1.7.1. Uninvoiced Receipts and Returns
1.7.2. Vouchering Edit List
1.7.3. Open Payables
1.7.4. Payables Aging
1.7.5. Check Register
1.7.6. Voucher Register
1.7.7. Payables Applications
1.7.8. Vendor History
1.7.9. Payables Journal
1.7.10. Check Journal
1.8. Vendors
2. Accounts Receivable
2.1. Invoice
2.1.1. New Invoice
2.1.2. List Recurring Invoices
2.1.3. List Unposted Invoices
2.1.4. Post Invoices
2.1.5. Send Electronic Invoice
2.2. Receivables Memos
2.2.1. New Misc. Credit Memo
2.2.2. List Unapplied Credit Memos
2.2.3. New Misc. Debit Memo
2.3. Cash Receipt
2.3.1. New Cash Receipt
2.3.2. Cash Receipt Edit List
2.3.3. Post Cash Receipts
2.4. Receivables Workbench
2.5. Forms
2.5.1. Print Invoices
2.5.2. Re-Print Invoices
2.5.3. Print Statement by Customer
2.5.4. Print Statements by Customer Type
2.6. Receivables Reports
2.6.1. Invoice Information
2.6.2. Open Receivables
2.6.3. Receivables Aging
2.6.4. Invoice Register
2.6.5. Cash Receipts
2.6.6. Receivables Applications
2.6.7. Deposits Register
2.6.8. Customer History
2.6.9. Sales Journal
2.6.10. Credit Memo Journal
2.7. Customers
3. General Ledger
3.1. Journal Entry
3.1.1. Simple Entry
3.1.2. Series G/L Journal Entry
3.1.3. Unposted G/L Series Entries
3.2. Standard Journals
3.2.1. New Standard Journal
3.2.2. List Standard Journals
3.2.3. List Standard Journal Groups
3.2.4. Post Standard Journal
3.2.5. Post Standard Journal Group
3.3. Post Journals to Ledger
3.4. G/L Reports
3.4.1. G/L Transactions
3.4.2. Summarized G/L Transactions
3.4.3. Journal Series
3.4.4. Standard Journal History
3.4.5. Journals
4. Bank Reconciliation
4.1. Reconcile Bank Account
4.2. Bank Adjustment
4.3. Adjustment Edit List
4.4. Bank Rec Reports
4.4.1. Bank Reconciliation History
4.4.2. Summarized Bank Reconciliation History
5. Financial Statements
5.1. New Financial Report
5.1.1. Income Statement Report
5.1.2. Balance Sheet Report
5.1.3. Cash Flow Report
5.1.4. Ad Hoc Report
5.2. List Financial Reports
5.3. View Trial Balances
5.4. View Financial Report
6. Fiscal Calendar
6.1. Fiscal Years
6.1.1. Fiscal Year
6.2. Accounting Periods
6.2.1. Accounting Period
7. Account
7.1. Chart of Accounts
7.1.1. Account Number
7.2. Companies
7.2.1. Company
7.3. Profit Center Numbers
7.3.1. Profit Center Number
7.4. Subaccount Numbers
7.4.1. Subaccount Number
7.5. Subaccount Types
7.5.1. Subaccount Type
8. Budget
8.1. New Budget
8.2. List Budgets
8.2.1. New Budget
9. Tax
9.1. Search for Tax Authority
9.2. Tax Authorities
9.2.1. Tax Authority
9.3. Tax Zones
9.3.1. Tax Zone
9.4. Tax Classes
9.4.1. Tax Class
9.5. Tax Codes
9.5.1. Tax Code
9.6. Tax Types
9.6.1. Tax Type
9.7. Tax Assignments
9.7.1. Tax Assignment
9.8. Tax Registrations
9.8.1. Tax Registration
9.9. Tax Reports
9.9.1. Tax History
10. Utilities
10.1. Forward Update Accounts
10.2. Duplicate Account Numbers
10.3. Purge Invoices
10.4. Update Late Customer Credit Status
10.5. Create Recurring Invoices
10.6. Synchronize Companies
11. Setup
11.1. Configure
11.1.1. Configure Accounting
11.2. Accounting Mappings
11.2.1. Payables Assignments
11.2.2. Receivables Assignments
11.2.3. Bank Accounts
11.2.4. Bank Adjustment Types
11.2.5. Cost Categories
11.2.6. Expense Categories
11.2.7. Sales Assignments
11.2.8. Sales Categories
11.3. Master Information
11.3.1. Characteristics
11.3.2. Check Formats
11.3.3. Customer Types
11.3.4. Reason Codes
11.3.5. Terms
11.3.6. Vendor Types
9. System Module
1. Schedule System Message
2. Event Manager
3. xTuple Connect Console
3.1. Scheduled Job
4. View Database Log
5. Preferences
5.1. Hot Key
6. Rescan Privileges
7. Maintain Users
7.1. User
8. Maintain Roles
8.1. Role
9. Employees
9.1. New Employee
9.2. List Employees
9.3. Search for Employee
9.4. Employee Groups
9.4.1. New Employee Group
10. Check for Updates
11. Design
11.1. Reports
11.1.1. Report
11.2. MetaSQL Statements
11.2.1. MetaSQL Editor
11.3. Screens
11.3.1. Screen
11.4. Scripts
11.4.1. Script Editor
11.5. Custom Commands
11.5.1. Custom Command
11.6. Packages
11.6.1. Package
12. Utilities
12.1. Maintain CSV Atlases
12.2. Access Control
12.3. Serial Columns
12.4. Import XML
12.5. Export Data
12.5.1. Query Sets and the QuerySet widget
12.5.2. MetaSQL Parameter Editor
12.6. Print Alignment Page
12.7. Create Recurring Items
13. Setup
13.1. Configure
13.1.1. Credit Card
13.1.2. Encryption
13.1.3. Configure Import and Export
13.1.4. Configure xTuple Connect
13.1.5. Database Information
13.1.6. Registration
13.2. Master Information
13.2.1. Calendars
13.2.2. Comment Types
13.2.3. Countries
13.2.4. Currencies
13.2.5. Exchange Rates
13.2.6. Departments
13.2.7. EDI Profiles
13.2.8. Forms
13.2.9. Images
13.2.10. Label Forms
13.2.11. Locales
13.2.12. States and Provinces
14. Exit xTuple ERP
15. Schedule Server Maintenance
Glossary of Terms
A. Additional References
1. Inventory Transaction Types
2. G/L Document Types
3. System-Defined Events
4. Comment Sources
5. Right-Click Menu Options
5.1. All
5.2. General
5.3. Manufacturing
5.4. Planning Systems
5.5. Shipping
5.6. Sales
5.7. Inventory
5.8. Products
5.9. Purchasing
5.10. Accounting
5.11. CRM
Index

List of Tables

1. Date Shortcuts
2. Toolbar Buttons Master List
1.1. Affect of Batch Size on Manufactured Item Costing
9.1. Arguments Used for Custom Reports
9.2. Arguments Used for Custom Screens
9.3. Arguments Used for Custom Reports
9.4. Arguments Used for Custom Screens
9.5. Values of EDI replacement tokens for different document types
A.1. Inventory Transaction Types
A.2. General Ledger Transactions
A.3. System-Defined Events
A.4. Comment Source Types
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