xTuple ERP Reference Guide

Enter the Item Number of the Item whose Inventory Availability you want to display.

Inventory Unit of Measure.

Show Availability using one of the following criteria:

Display lists Inventory Availability by Item, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Specify Site whose Running Availability you want to display.

Select to show Planned Orders in the display. Planned Orders will display in blue type.

Quantity available immediately to satisfy Work Order and Sales Order demand.

Quantity that is allowed to be used for Inventory planning purposes (i.e., MRP).

Displays the Reorder Level, which specifies the minimum Quantity on Hand allowed before an Item must be reordered. The Reorder Level is maintained in the Item Site master.

Indicates the quantity level that MRP Planned Replenishment Orders will order up to.

Displays the Order Multiple, which specifies the increments the Item must be ordered in. The Order Multiple is maintained in the Item Site master.

Display lists Running Availability for the selected Item, using the specified parameters. Red lettering indicates the due date has passed or Running Availability has dropped below 0. The color orange means the actual or projected Quantity on Hand is at or below the Reorder Level.

Select to display detailed Location/Lot/Serial Number information for all Sites.

Specify Site whose detailed Location/Lot/Serial Number information you want to display.

Display lists Location/Lot/Serial Number detail, using the specified parameters. Items will display in red type if the quantity in question has expired.

Select to display Inventory Availability for all Sites.

Specify Site whose Inventory Availability you want to display.

Select if you want to view all Purchase Orders for the Item.

Select if you only want to view Purchase Orders with open Items.

Select if you only want to view Purchase Orders with closed Items.

Select if you do not want to filter on Purchasing Agents.

Select if you only want to see Purchase Orders for a single Purchasing Agent. You will then need to select an agent from the drop-down menu.

Display lists Purchase Orders for the Item according to the selected criteria.

Enter the earliest Order date you want to include in the report. By default, the starting Order date will be -30 days from the current date.

Enter the latest Order date you want to include in the report.

Display lists Sales Orders for the Item according to the selected date range.

Enter the earliest Quote date you want to include in the report.

Enter the latest Quote date you want to include in the report.

Select to include Quotes that have been converted to Sales Orders.

Display lists Quotes for the Item according to the specified selections.

Enter the Customer Number of the Customer whose Item Prices you want to view. The lookup feature located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Click on the magnifying glass or "$" symbol and select "Open" to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a magnifying glass icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

Select to display expired Prices.

Select to display future Prices.

Select to show Costs and margins using one of the following costing parameters:

Display lists Item Prices for the specified Customer. Cost and margin columns will also appear if the "Show Costs and Margins" parameter is selected. If the margin is negative, the value will display in red type.

Refine your search using the available filter options.

Display lists Inventory history by Item, using the specified parameters.

Select to display Inventory Availability for all Sites.

Specify Site whose Inventory Availability you want to display.

Select to view all Purchase Orders for the Item.

Select to include all Purchasing Agents in the display.

Select if you only want to see Purchase Orders for a single Purchasing Agent.

Specify the Purchasing Agent. This option will not be available if the "All Purchasing Agents" option is selected.

Enter the earliest date for which you want to see receiving history.

Enter the latest date for which you want to see receiving history.

Display lists receiving history for the Item according to the selected date range.

If Revision Control is enabled at your site, specify the Bill of Materials Revision Number you want to view. If none exists, simply enter a value to create one. The status of the Revision will also be displayed. The following statuses apply to Revisions:

Select to cause expired components to be listed in the "Bill of Materials" display.

Select to cause future components to be listed in the "Bill of Materials" display.

Display lists single level Bill of Materials components, using the specified parameters.

Enter the Revision number for the Costed Indented BOM you want to display. The status (active or inactive) will be displayed beneath the revision number.

Select to display Standard Costs for component Items in the specified Item's Bill of Materials. Both the Unit Cost and Extended Cost for each component Item, expressed in terms of Standard Cost, will be displayed—assuming Standard Costs have been defined for each component Item.

Select to display Actual Costs for component Items in the specified Item's Bill of Materials. Both the Unit Cost and Extended Cost for each component Item, expressed in terms of Actual Cost, will be displayed—assuming Actual Costs have been defined for each component Item.

Display lists Costed Indented Bill of Materials components, using the specified parameters. The difference between the indented view and the single level view is that the indented view displays all subcomponents if there is a manufactured component listed on the Bill of Materials. Actual Cost and Standard Cost will be calculated automatically at the bottom of the display.

Enter the effective date.

Display lists single level Bill of Materials components, using the effective date specified.

Displays sales volume for the Item by month.