Open Source ERP Software

 

Syndicate content
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 »

anderson's picture

Fixed Asset packages Updated

The Fixed Asset packages have been updated to version 1.0.2.  The update resolves some minor bugs, prepares the packages for the forthcoming Maintenance package and introduces a new Desktop.

The Desktop is designed to give easy access to the Fixed Asset functionality especially when all the packages are being used.  In addition the User Guide has been upgraded.

You will need to upgrade through the relevant versions to get to version 1.0.2.  This means upgrading from 1.0.1Beta -> 1.0.1RC -> and finally 1.0.2.  The relevant packages are available on the xChange.

For purchasers of Fixed Asset Depreciation package, the upgrade is free of charge.  You will need to upgrade the Fixed Asset basic package to 1.0.2 before upgrading the Depreciation package.

We are very close to publishing the first release of the Fixed Asset Maintenance package.  The Maintenance package will require Fixed Asset 1.0.2 as a pre-requisite. 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 »

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 »

BC Wilson's picture

Why we tweet

How many of you out there have a Twitter account? Do you find it useful? Annoying? Trivial? Informative?

I've been on the fence, like many others. I've had a Twitter account for over a year. But as soon as I started following various users, I was appalled by the avalanche of blather that poured into my Twitter feed. I walked away from the whole phenomenon for a while, convinced that this much-ballyhooed new technology was just a collosal time waster, worse than FaceBook or MySpace, and totally useless to me in the business world.

But then I started to read more, and I looked again at Twitter, and how I was using it. Read more »

ned's picture

Debunking myths about consultants who debunk myths

It's important to understand the advantages and drawbacks of using consulting firms to advise and assist your business.

First, the drawbacks:  Some would say that consulting companies tend to run up their hours, and milk their customers for every last penny - that they cloak their deliverables in buzz-speak and gobbledygook, and live in terror of their clients discovering that they're not really that smart.

As for advantages, well, some others might say that consultants can be of some help, sometime.

<Thud.>

Not a very fair or rigorous analysis, was it?  You can imagine how I felt after reading Eric Kimberling's "Debunking myths about open source ERP software."

  Read more »

danielle's picture

Looking at ERP? Think TCO!

Total Cost of Ownership (TCO) is a significant factor in choosing an Enterprise Resource Planning solution.  But it's another one of those TLA's (Three Letter Acronyms) that not everyone seems to completely understand.

So what do I mean by TCO? It's the sum of all the costs associated with implementing a major software application.  You should factor in not only the cost of the software (if you're purchasing a commercial license), but also any additional costs which may follow as a result of your decision (whether you know it or not).  Carefully reviewing the details of an ERP purchase may uncover  “hidden costs” in acquiring and operating software that might otherwise not be apparent.

Here are some things to consider... Read more »