ERP Best Practices

 

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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 »

anderson's picture

xTuple Fixed Asset Maintenance (Planned and Preventative Maintenance)

I am pleased to announce the first release of the Asset Maintenance package is now available on the xChange bringing Planned and Unplanned maintenance functionality to the xTuple ERP solutions (http://www.xtuple.com/node/2284).  This package is based on a Design Specification posted in January (http://www.xtuple.org/node/3809).

The Maintenance package is designed to allow organizations to plan maintenance of assets into the future and to schedule the preventative maintenance of assets to reduce or eliminate costly breakdowns.  The unthinkable always happens so Unplanned Maintenance is also covered in this package. Read more »

pclark's picture

Batten down the Hatches!!! Encrypting your PostgreSQL Traffic with OpenSSL.

It's 3AM... do you know what your server is doing?

You probably don't know. If you do know, you need to do something other than worry about your server.

In most cases, it's probably not doing anything more than when you left it at the end of the day.  But, during the day, you have some external users connecting, querying your PostBooks or xTuple databases - All seemingly innocent... or ARE THEY?! It could be some MITM parsing your datastream. Read more »

bcwilson's picture

xTuple issuetracker updated to use xTuple CRM

Today we are announcing version 1.1 of the xTuple Web Portal Support module, and we're putting it to work immediately.

It has long been our goal to replace our web-based issue tracker, which has been running on a third-party product called Mantis, with a solution that would connect directly to our xTuple database. With the Support module, bug reports, feature requests, and customer support incidents all flow directly into the xTuple database. From that point we can manage everything through the xTuple client software back at xTuple world headquarters.  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 »

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 »

pclark's picture

PostgreSQL Kung-Fu: Migrating between major versions.

Has this happened to you?  You're called in to sandbox the newest version of xTuple for a customer.  "Piece of cake" you think to yourself, "I'll buzz in and buzz out, 30 minutes tops".

"ERROR: syntax error at or near "(" at character 578"

Arrrrgh!  We'll you try again, maybe even open up the update package and poke around looking for a syntax erorr.  "I know this worked on my laptop when I tried it at home..."  Deep breath, keep your cool... We all know that the 10 minute jobs are the ones that end up taking days and years off of our lives.  Read more »

ptyler's picture

Keeping track of version numbers

With the advent of xTuple's new extension architecture, it's easier than ever for software developers to write custom add-ons to the core PostBooks product. This also means system administrators may now find themselves managing multiple applications in addition to their xTuple ERP--each having a slightly different version number than the next. To help everyone keep track of which version goes with which, we've created the xTuple compatibility matrix. We hope you'll visit this page (particularly during the upgrade process). And if you're a third-party developer, we hope you'll add your own application to the growing list.

Publishing the version matrix at this stage was a timely move, as anyone upgrading to the 3.4.0 Release Candidate will need to consult the chart for important update information. Read more »

Source Installing Postgresql on RedHat, Ubuntu and OSX

While xTuple does publish a full Installer which provides PostgreSQL, the preferred method for implementing a production PostgreSQL server is to build PostgreSQL from source. Using the Linux distribution provided packages (apt, yum, rpm, etc) has the potential to introduce incompatibilities and curtail the migration options. The easiest way to support the customer is to keep things simple - and building PostgreSQL from source is simple.

cryan's picture

PostgreSQL: Backing up your data

Backups can be one of the most critical aspects of administering any database, and PostgreSQL is no exception. While the PostgreSQL database is very versatile and resilient, problems can happen. A power failure could occur at worst moment corrupting the database or the hard-drive could fail. You could also have problems with users, authorized or unauthorized, changing or destroying data, we hope by accident, but sometimes malicious people can do bad things when presented the opportunity.

The list really could be limitless, but if you're following ERP Best Practices, then you know the best way to protect yourself is to make regular backups of your database. The depth of the situation you want to safeguard against can dictate your requirements for how often, when, where you store your backups. The first thing is make regular backups. The second is to store them in a safe place. If you are storing your backups on the same server you run your database on it's possible you could lose your database and your backups if the drive fails. Read more »