xTuple ERP User Guide

Table of Contents

1. Introduction

1.1. Getting Started

1.2. Application Fundamentals

2. Products Module

2.1. Reports

2.2. Item

2.3. Bill of Materials

2.4. Bill of Operations

2.5. Breeder Bill of Materials

2.6. Costing

2.7. Master Information

2.8. Utilities

3. Inventory Module

3.1. Transfer Order

3.2. Physical Inventory

3.3. Receiving

3.4. Shipping

3.5. Transactions

3.6. Forms

3.7. Reports

3.8. Warehouse

3.9. Item Site

3.10. Lot/Serial Control

3.11. Master Information

3.12. Utilities

4. Schedule Module

4.1. Production Plan

4.2. Scheduling

4.3. Constraint Management

4.4. Capacity Planning

4.5. Reports

4.6. Master Information

5. Purchase Module

5.1. Purchase Request

5.2. Purchase Order

5.3. Voucher

5.4. Forms

5.5. Reports

5.6. Vendor

5.7. Item Source

5.8. Master Information

5.9. Utilities

6. Manufacture Module

6.1. Work Order

6.2. Materials

6.3. Operations

6.4. Transactions

6.5. Forms

6.6. Reports

6.7. Utilities

7. CRM Module

7.1. Incident

7.2. To-Do

7.3. Project

7.4. Opportunity

7.5. Reports

7.6. Account

7.7. Contact

7.8. Address

7.9. Master Information

8. Sales Module

8.1. Quote

8.2. Sales Order

8.3. Billing

8.4. Return

8.5. Lookup

8.6. Forms

8.7. Reports

8.8. Analysis

8.9. Prospect

8.10. Customer

8.11. Item Pricing

8.12. Master Information

8.13. Utilities

9. Accounting Module

9.1. Accounts Payable

9.2. Accounts Receivable

9.3. General Ledger

9.4. Bank Reconciliation

9.5. Reports

9.6. Financial Statements

9.7. Fiscal Calendar

9.8. Account

9.9. Budget

9.10. Tax

9.11. Master Information

9.12. Utilities

10. System Module

10.1. Schedule System Message

10.2. Event Manager

10.3. Topic: How Events Work

10.4. Batch Manager

10.5. Topic: Submitting Reports and Jobs to the Batch Manager

10.6. View Database Log

10.7. Rescan Privileges

10.8. Maintain Users

10.9. Schedule Server Maintenance

10.10. Schedule Server Backup

10.11. Configure Modules

10.12. Master Information

10.13. System Utilities

10.14. Print Alignment Page

10.15. Exit the Application

Glossary of Terms

A. Appendix A

A.1. Inventory Transaction Types

A.2. General Ledger Transactions

A.3. System-Defined Events

A.4. Comment Sources

Index