10.1. Configure

xTuple ERP Reference Guide

\vendors
- creating new [1]
abc class
- defined [1]
- updating of [1]
absolute calendars
- adding periods to [1]
- creating new [1]
- defined [1]
account assignments
- creating new for payables [1] [2]
- for payables [1] [2]
accounting periods
- creating new [1]
- creating new fiscal year [1]
- master list of [1]
account numbers
- adding new subaccount [1]
- assigning types to [1]
- forward-updating and [1]
- master list of [1]
- subaccounts list and [1]
- subaccount types and [1]
accounts
- adding to financial reports [1]
- creating new [1]
- crm master list of [1]
- duplication of [1]
- forward-updating of [1]
- merging [1]
accounts payable
- aging report for [1]
- check formats for [1]
- defined [1]
- information about [1]
- posting payments for [1] [2]
- preparing payment runs for [1]
- printing payments for [1] [2]
- time-phased open items for [1]
- vendor history and [1]
- vendor open items [1]
- voiding payment runs for [1]
accounts receivable
- account assignments for [1] [2]
- aging report for [1]
- creating invoices for [1]
- creating new assignment for [1] [2]
- customer history [1]
- defined [1]
- entering cash receipts for [1]
- entering credit memos for [1] [2]
- entering debit memos for [1] [2] [3]
- open items by customer [1]
- posting cash receipts for [1]
- time-phased open items for [1]
- workbench for [1] [2]
account types
- assignment of [1]
actual costs
- automatic updating of at vouchering [1] [2]
- defined [1]
- entering for items [1]
- posting to standard [1]
- posting to standard by class code [1]
- posting to standard by item [1]
- rolling up of [1] [2]
- updating by class code [1]
- updating by item [1] [2]
- updating material costs [1] [2]
- updating user costs [1] [2]
addresses
- creating new [1]
- crm master list of [1]
ad hoc reports [1]
adjustments
- entering for bank accounts [1] [2]
- miscellaneous for inventory [1]
administrators
- See xtuple administrators
alignment pages
- defined [1]
allocation
- defined [1]
allowable items
- in site locations [1]
allowable parts
- defined [1]
ALT key [1]
API
- See application programming interfaces
application fundamentals [1]
application programming interfaces
- defined [1]
ARBL
- defined [1]
- enforcing in sites [1]
arguments
- creating new [1] [2]
ATP
- See available to promise
authentication
- defined [1]
auto complete [1]
availability
- by item [1] [2]
- workbench for [1] [2]
available qoh
- defined [1]
available qty
- defined [1]
available to promise
- defined [1]
average costing
- defined [1]
backflush
- as issue method [1]
- defined [1]
backlog
- defined [1]
- reporting on [1] [2]
- summarized by site [1]
backorders
- accepted by customer [1]
- defined [1]
balance sheet reports [1]
bank accounts
- adjusting balances for [1] [2] [3]
- adjustment types for [1]
- creating new [1]
- for credit card transactions [1]
- master list of [1]
- reconciliation of [1]
- specifying for payments [1]
- used for payables [1]
- used for receivables [1]
bank adjustments
- edit list for [1]
- entering new [1] [2]
bank adjustment types
- creating new [1]
- master list of [1]
bank reconciliations
- detailed history of [1]
- marking checks as cleared [1]
- marking deposits as cleared [1]
- posting dates for [1]
- process for [1]
- summarized history of [1]
bar codes
- defined [1]
batch manager
- defined [1]
batch mode
- issuing w/o materials in [1]
- printing packing lists using [1] [2] [3]
- return work order materials using [1]
billing
- approve order for [1]
- approve shipped orders for [1]
- at line item level [1]
- controlling quantity for [1]
- related charges for [1]
bills of lading
- defined [1]
- numbering of [1]
- printing of [1]
bills of materials
- adding components in future [1]
- adding new components to [1]
- copying of [1]
- costed indented view of [1]
- costed single level view of [1]
- costed summarized view of [1]
- creating new [1]
- defined [1]
- deleting items from [1] [2] [3]
- expired components in [1]
- indented view of [1]
- indented where used view of [1]
- invalid [1]
- issue methods for [1]
- linking to routings [1]
- master list of [1]
- material usage variances from [1]
- pending changes in [1]
- revisions for [1]
- sequenced view of [1]
- single level view of [1]
- single level where used view of [1]
- summarized view of [1]
- without component item sites [1]
bills of operations
- defined [1]
- linking to BOMs [1]
- production lead times in [1]
- wip locations and [1] [2]
bill-to names
- defined [1]
BOM
- See bills of materials
bom-defined substitutions
- creating new [1]
bookings
- defined [1]
- reporting for [1]
- time-phased reporting [1]
breeder bills of materials
- cost absorption in [1]
- defined [1]
breeder items
- adding to bills in future [1]
- adding to breeder bill [1]
- as by-products [1]
- as co-products [1]
- as item type [1]
- cost absorption by [1]
- defined [1]
- expiration in breeder bills [1]
budgets
- creating new [1] [2]
- master list of [1]
buffers
- capacity defined [1]
- stock defined [1]
- time defined [1]
buy cards
- defined [1]
- part numbers and [1]
- relation to vendors [1]
by-products
- as item type [1]
- defined [1]
- in breeder bills [1]
calendars
- absolute [1]
- adding periods to [1] [2]
- creating new [1]
- master list of [1]
- relative [1]
capacity
- daily in work centers [1] [2]
capacity buffer
- defined [1]
capacity planning
- defined [1]
carriers
- defined [1]
cash flow reports [1]
cash receipts
- application of [1]
- applying to balance due [1]
- edit list for [1]
- entering new [1]
- history of [1]
- miscellaneous distribution for [1]
- posting of [1] [2]
- printing journal for [1]
characteristics
- addresses having [1]
- contacts having [1]
- creating new for addresses [1]
- creating new for contacts [1]
- creating new for crm [1]
- creating new for customer [1]
- creating new for employees [1]
- creating new for incidents [1]
- creating new for item [1]
- crm accounts having [1]
- customers having [1]
- defined [1]
- incidents having [1]
- items having [1]
- master list of [1] [2] [3] [4] [5]
- opportunities and [1]
- registrations having [1]
charge types
- creating new [1]
- master list for shipping [1]
check boxes
- setting for remembered [1]
check formats
- creating new [1]
- master list of [1]
checks
- application of [1]
- formats for [1]
- marking as cleared [1]
child items
- defined [1]
class codes
- assigning to planner codes [1]
- capacity uom details for [1]
- count tags created by [1]
- count tags for [1]
- creating item sites for [1]
- creating new [1]
- defined [1]
- item costs details for [1]
- master list of [1]
- posting actual costs to standard for [1]
- reassignment of [1]
- summarize transaction history for [1]
- unbalanced qoh details for [1]
- updating actual costs for [1]
- updating out levels using [1]
- updating reorder levels using [1]
- updating standard costs for [1]
- work order history for [1]
columns
- size remembered for [1]
commands
- adding custom [1]
comma separated value
- delimiter options for edi [1]
- format for edi [1]
comments
- source types for [1]
comment types
- creating new [1]
- master list of [1]
- system-defined [1]
- user-defined [1]
commissions
- brief earned [1]
- defined [1]
- earned [1] [2]
- gross margin and [1]
commodity codes
- creating new [1]
- master list of [1]
common application buttons [1]
companies
- adding new [1]
- master list of [1]
companies, synchronizing of [1]
components
- adding new to breeder bill [1]
- adding to BOMs [1]
- adding to BOMs in future [1]
- at work order posting [1]
- defined [1]
- expired from BOMs [1]
- expired from breeder bill [1]
- mass expiration of [1]
- mass replacement of [1]
configuration
- for credit cards [1]
- of accounting module [1]
- of crm module [1]
- of inventory module [1]
- of manufacture module [1]
- of products module [1]
- of purchase module [1]
- of sales module [1]
- of schedule module [1]
- of system module [1]
- pricing for [1] [2]
contacts
- creating new [1]
- managing [1]
- master list of [1]
- merging [1]
- titles for [1]
control methods
- at item site level [1] [2]
- defined [1]
co-products
- as item type [1]
- costs absorbed by [1] [2] [3]
- defined [1]
- in breeder bills [1]
cost categories
- creating new [1] [2]
- defined [1]
- master list of [1] [2]
costing
- as item type [1]
- entering actual for items [1]
- for co-products [1] [2] [3]
- for indented BOMs [1]
- for items by class code [1]
- for job items [1]
- for single level BOMs [1]
- for summarized BOMs [1]
- for work orders [1]
- history by item [1]
- posting actual to standard [1] [2] [3]
- posting of material costs [1] [2]
- posting of user costs [1] [2]
- summary by item [1]
- updating of material costs [1] [2] [3] [4]
- updating of user costs [1] [2] [3] [4]
costing elements
- associating with items [1]
- creating user-defined [1]
- defined [1]
- user-defined [1]
countries
- creating new [1]
- defined in locales [1]
- master list of [1]
count slips
- auditing of [1]
- by site [1]
- count tag discrepancies and [1]
- defined [1]
- edit list for [1]
- entering of [1]
- posting by site [1]
- purging posted [1]
count tags
- by class code [1]
- by item [1]
- by site [1]
- count slip discrepancies and [1]
- creating by class code/site [1]
- creating by item [1]
- creating by planner code [1]
- defined [1]
- edit list for [1]
- entering of [1]
- numbering of [1]
- posting by site [1]
- purging posted [1]
- thawing at posting [1]
- zeroing uncounted [1]
- zeroing uncounted by site [1]
credit cards
- adding to customer master [1]
- bank accounts and [1]
- configuration for [1]
- encryption for [1]
- external transactions and [1]
- key files and [1]
- pre-auth limits [1]
- sales orders and [1]
- selecting verification service [1]
credit memos
- application of [1] [2]
- applying unapplied [1] [2] [3] [4]
- defined [1]
- entering for receivables [1]
- entering new [1]
- for returns [1] [2]
- list of unapplied [1] [2]
credit status
- updating by customer [1]
crm
- contact titles for [1]
- incident & to-do priorities and [1]
- incident categories and [1]
- incident resolutions and [1]
- incident severities and [1]
crm accounts
- documents associated with [1]
- numbering of [1]
CSV
- See comma separated value
CTRL key [1]
cumulative schedules
- defined [1]
- explained [1]
currencies
- adding new [1]
- master list of [1]
custom commands
- creating new [1] [2]
- master list of [1]
customer forms
- assignment of [1]
- creating new assignment for [1]
customer groups
- creating new [1]
- master list of [1]
customer relationship management
- addresses and [1]
- contacts and [1]
- creating incidents for [1]
- creating new accounts for [1]
- creating new addresses for [1]
- creating new contacts for [1]
- creating to-dos for [1]
- crm accounts and [1]
- incidents and [1]
- incident workbench and [1]
- maintaining to-do lists for [1]
- to-do lists and [1]
customers
- addresses for [1]
- assigning forms to [1]
- backorders accepted by [1]
- cash received from [1]
- characteristics for [1]
- creating new [1]
- credit cards for [1]
- credit rating options for [1]
- default configuration for [1]
- defined [1]
- documents associated with [1]
- exclusive items for [1]
- freight pricing for [1]
- groupings of [1]
- history for [1]
- item pricing for [1]
- looking up by quote [1]
- master list of [1] [2]
- open items by [1]
- order preferences for [1]
- partial shipments accepted by [1]
- return authorizations for [1]
- tax information for [1]
- tax registration for [1]
- updating credit status for [1]
- warning for lateness [1]
customer types
- creating new [1] [2]
- freight pricing for [1]
- item pricing for [1]
- master list of [1] [2]
- reassignment of [1]
cycle counters
- creating instructions for [1] [2] [3] [4] [5]
- defined [1]
cycle counts
- creating instructions for [1] [2] [3] [4] [5]
- creating tags for [1]
- cycle counters defined [1]
- cycle count tags defined [1]
- defined [1]
- freezing inventory during [1]
- updating frequency of [1]
cycle count tags
- creating by site [1]
- defined [1]
dashboards
- for customers [1]
- for item availability [1] [2]
- for manufacturing [1]
- for payables [1]
- for receivables [1]
- for vendors [1]
databases
- defined [1]
- description of [1]
- identify at log in [1]
- information about [1]
- registration for [1]
data caches
- defined [1]
data entry formats
- defined [1]
data import [1]
dates
- formats for [1]
debit memos
- applying unapplied [1] [2]
- defined [1]
- entering new [1] [2] [3]
default FOB
- in site master [1]
default locations [1] [2]
delivery date variances
- item details for [1]
- vendor details for [1]
departments
- adding new [1]
- master list of [1]
deposits
- register history of [1]
destinations
- defined [1]
discounts
- applying to open payables [1]
- terms for [1] [2] [3]
dispositions
- defined [1]
documents
- crm associated with [1]
- customers associated with [1]
- items associated with [1]
- vendors associated with [1]
drop shipping
- item site settings for [1] [2]
- system settings for [1]
DTD
- defined [1]
- xtupleapi [1]
ECN
- See engineering change notices
EDI
- See electronic data interchange
effectivity
- defined [1]
- in BOMs [1]
- in routings [1]
effort
- defined [1]
eft
- encryption for [1]
electronic data interchange
- creating new forms for [1] [2]
- creating new profile [1] [2]
- defined [1]
- delivery methods for [1]
- file delimiter options for [1]
- invoice delivery using [1] [2]
- managing assignments for [1]
- Purchase Order delivery using [1]
- quote delivery using [1]
- sales order delivery using [1]
- supported formats [1]
- tokens [1] [2]
email
- management of [1]
- using for edi [1]
employees
- characteristics for [1]
- creating new [1]
- creating new groups for [1]
- groups for [1]
- master list of [1]
- searching for [1]
encryption
- for credit cards [1]
- for eft [1]
engineering change notices
- defined [1]
- for mass expiration [1]
- for mass replacement [1]
- in BOMs [1]
ENTER key [1]
event fences
- default for item sites [1]
- defined [1]
- in item sites [1] [2]
event manager
- defined [1]
- user accessibility and [1]
event notification
- defined [1]
events
- acknowledgement of [1]
- complete list of [1]
- defined [1]
- management of [1]
- system-defined [1]
- user notification of [1]
exchange rates
- adding new [1]
- master list of [1]
exclusive
- as default configuration [1]
- item master control [1]
execution days
- defined [1]
- in routings [1]
- in work orders [1]
exiting
- how to [1] [2]
expedite exceptions
- defined [1]
expense categories
- creating new [1] [2] [3]
- defined [1]
- master list of [1] [2] [3]
expenses
- as inventory transaction [1]
expiration
- of component items [1] [2]
- of components in BOMs [1]
- of inventory [1]
- of journals in groups [1]
- of operations in routings [1]
explosion
- automatic by planner code [1] [2] [3]
- defined [1]
- of work orders [1]
fields
- defined [1]
file transfer protocol
- using for edi [1]
financial reports
- adding accounts to [1]
- adding groups to [1]
- adding special items to [1]
- ad hoc type [1]
- balance sheet type [1]
- cash flow type [1]
- creating new [1]
- income statement type [1]
- master list of [1]
- previewing of [1]
- trial balances [1]
- viewing of [1]
firmed orders
- by planner code [1]
- defined [1]
- deletion of [1] [2] [3]
firming
- defined [1]
fiscal years
- creating new [1]
- defined [1]
- master list of [1]
FOB
- See free on board
forecast
- reporting for mps [1]
formats
- related to dates [1]
forms
- creating new [1]
- creating new for edi [1] [2]
- for labels [1]
- for purchase orders [1]
- for sales orders [1]
- for shipping [1] [2]
- for vendors [1]
- for work orders [1]
- master list of [1]
forward-updating
- defined [1]
- performed automatically [1]
free on board
- at receiving site [1]
- defined [1]
- vendor specified [1]
freezing
- defined [1]
- of inventory [1] [2] [3] [4]
- of item sites [1]
freight
- correcting for purchasing [1] [2]
- defined [1]
- on invoices [1]
- on purchase orders [1] [2]
- on return authorizations [1]
- on sales orders [1] [2] [3]
- on transfer orders [1]
freight classes
- creating new [1]
- master list of [1]
freight pricing
- by customer [1]
- by customer type [1]
FTP
- See file transfer protocol
future
- of components in BOMs [1]
- of journals in groups [1]
- of operations in routings [1]
G/L
- See general ledger
general ledger
- account numbers in [1]
- adding new accounts to [1]
- adding to series in [1]
- creating new series in [1]
- creating new simple entry [1]
- defined [1]
- entering in standard journal [1]
- inventory transaction types and [1]
- posting journals to [1]
- summarized transactions in [1]
- transaction types listed [1]
- trial balances and [1]
- viewing transaction series in [1]
- viewing transactions in [1]
graphics
- supported formats [1]
hold
- defined [1]
hold types
- for sales orders [1]
hot keys
- creating new [1]
- master list of [1]
idle timeout [1]
images
- adding new [1] [2]
- assignment [1]
- background [1]
- items associated with [1]
- master list of [1]
- supported formats [1]
implosion
- defined [1]
- of work orders [1]
importing data
- XML [1]
incidents
- categories for [1]
- create recurring [1] [2]
- creating new [1]
- creating new categories for [1]
- creating new priorities for [1] [2] [3]
- management of [1]
- resolutions for [1]
- severities for [1]
- workbench for [1]
incidents & to-do
- priorities for [1]
income statement reports [1]
input mask
- defined [1]
insufficient Inventory
- defined [1]
inventory
- allocation defined [1]
- availability by customer type [1]
- availability by sales order [1]
- available qoh defined [1]
- available qty defined [1]
- correcting operations posting [1]
- defined [1]
- expiration of [1]
- freezing at count tag creation [1] [2] [3]
- freezing during cycle counts [1]
- insufficiency defined [1]
- miscellaneous adjustments to [1]
- on order defined [1]
- relief of defined [1]
- reservation utility for [1]
- reserving to sales orders [1]
- shortage defined [1]
- site locations and [1]
- slow moving [1]
- transactions involving [1]
- transaction types listed [1]
inventory availability
- reporting on [1] [2]
inventory counts
- entering miscellaneous [1]
inventory history
- detailed by location [1]
- reporting for [1]
inventory transactions
- expense [1]
- receiving materials [1]
- resetting QOH balances [1]
- scrapping [1]
invoices
- adding line items to [1]
- as billing tool [1]
- billing information for [1]
- commissions on [1]
- create recurring [1] [2]
- creating new [1]
- creation of [1]
- defined [1]
- electronic delivery of [1] [2]
- freight charges on [1]
- information about [1]
- line item pricing for [1]
- numbering of [1]
- posting of [1] [2]
- printing of [1] [2]
- printing shipping labels for [1]
- purging records for [1] [2]
- recurring list of [1]
- register of [1]
- re-printing of [1] [2]
- setting terms for [1]
- shipping charges on [1]
- unposted list of [1] [2]
issue methods
- backflush as [1]
- mixed as [1]
- pull as [1]
- push as [1]
- term defined [1]
- within BOMs [1]
item aliases
- defined [1]
- keyboard shortcut for [1]
- related to billing [1]
- related to shipping [1]
item controls
- defined [1]
- updating of [1]
item costs
- by class code [1]
- creating new [1]
- entering actual cost [1]
- for manufactured items [1]
- for purchased items [1]
- history of [1]
- maintenance of [1]
- summary of [1]
item documents
- associate with items [1]
item groups
- creating new [1]
- master list of [1]
item images
- defined [1]
- viewing of [1]
item list price [1]
item options
- defined [1]
item pricing
- by customer [1]
- by customer type [1]
- by item [1]
item relationships
- for cross-referencing [1]
items
- actual cost entered for [1]
- alternate uoms for [1]
- assigning to planner codes [1]
- availability workbench for [1] [2]
- characteristics for [1]
- configured defined [1]
- copying of [1]
- costing maintenance for [1]
- costing of [1]
- count tags for [1]
- creating new [1]
- defined [1]
- delivery date variances for [1]
- documents associated with [1]
- exclusive for customers [1]
- finding sales orders for [1]
- images associated with [1]
- in purchase orders [1]
- item groups [1]
- list of types [1]
- list prices for [1]
- locating undefined manufactured [1]
- locating unused purchased [1]
- looking up by quote [1]
- make-to-order defined [1]
- make-to-stock defined [1]
- master list of [1]
- material usage variances for [1] [2]
- order up to levels for [1]
- posting actual costs to standard for [1]
- pricing for [1]
- purchase requests for [1]
- receipts for [1]
- relationships for [1]
- reorder levels for [1]
- returns of [1]
- selling UOM for [1]
- substitutes for [1]
- time-phased usage statistics for [1]
- updating actual costs for [1] [2]
- updating standard costs for [1]
- valid locations for [1]
- w/o material requirements and [1]
- work order history for [1]
item sites
- control methods in [1] [2]
- cost categories in [1] [2]
- creating new [1]
- creating new by class code [1]
- defined [1]
- enforcing order parameters in [1] [2]
- event fences in [1] [2]
- freezing of [1]
- lead times in [1]
- master list of [1] [2]
- restricted locations and [1] [2]
- setting default locations in [1] [2]
- sold ranking of [1] [2]
- thawing by class code [1]
- thawing by site [1]
- update controls for [1]
item source prices
- creating new [1]
item sources
- creating new [1]
- defined [1]
- item pricing for [1]
- lead times for [1]
- master list of [1] [2]
- pricing of items for [1]
- ranking of [1]
- reporting for [1] [2]
- vendors identified as [1]
item substitutes
- defined [1]
- ranking of [1]
item types
- master list of [1]
item usage statistics
- reporting for [1]
- time-phased by item [1]
job items
- as manufactured items [1]
- costing for [1]
- creating demand for [1]
- defined [1]
- posting production for [1]
- work orders for [1]
jobs
- costing for [1]
journal groups
- See standard journal groups
journals
- posting to g/l [1]
- standard [1]
- viewing transaction series for [1]
- viewing transactions in [1]
keyboard shortcuts
- ALT key [1]
- CTRL key [1]
- defined [1]
- ENTER key [1]
- for dates [1]
- for toolbar buttons [1]
- TAB key [1]
- using instead of mouse [1]
key files
- defined [1]
kits
- as item type [1]
- defined [1]
- issuing to shipping [1]
label forms
- creating new [1]
- defined [1]
- master list of [1]
labor rates
- creating new standard [1]
- defined [1]
- for work centers [1] [2]
lead times
- analysis of [1]
- defined [1]
- in planned orders [1]
- in routings [1]
- updating for item sites [1]
ledger account numbers
- adding new to g/l [1]
linux
- client log in procedure [1]
list prices
- by item [1]
- defined [1]
- updating of [1]
list pricing
- assigning schedules for [1] [2]
list pricing schedules
- configured item pricing and [1]
- creating new [1] [2]
- discount percentage for [1]
- master list of [1]
- pricing detail for [1]
- quantity breaks in [1] [2]
- updating [1]
locales
- country setting for [1]
- creating new [1]
- data formats for [1]
- defined [1]
- language setting for [1]
- linguistic flexibility using [1]
- master list of [1]
- user specific [1]
locations
- default [1] [2]
- defined [1]
- detailed inventory history of [1]
- in sites [1]
- quantity on hand for [1]
log in
- linux [1]
- mac [1]
- windows [1]
lots
- creating new [1]
- creating sequences for [1] [2]
- defined [1]
- numbering of defined [1]
- registrations and [1]
- return authorizations and [1]
lower level
- defined [1]
mac
- client log in procedure [1]
make-to-order
- defined [1]
make-to-stock
- defined [1]
man hours
- defined [1]
manufactured
- as item type [1]
- item type defined [1]
mass expiration
- of component items [1] [2]
mass replacement
- of component items [1] [2]
master information
- for crm module [1]
- for inventory module [1]
- for products module [1]
- for purchase module [1]
- for sales module [1]
- for system module [1]
master production scheduling
- defined [1]
master scheduling
- defined [1]
- production plans in [1]
material costs
- posting of [1] [2]
- updating of [1] [2] [3] [4]
material receipts
- as inventory transaction [1]
- defined [1]
material requirements planning
- defined [1]
materials
- pending w/o availability [1]
- w/o availability and [1]
- w/o requirement details for [1]
- w/o requirements and [1]
material usage variances
- BOM item details for [1]
- component item details for [1]
- item details for [1]
- w/o details for [1]
memory
- for check boxes [1]
- for columns [1]
- for screen position [1]
- for screen sizes [1]
menus
- customizing [1]
- right-click options [1]
metacharacters
- defined [1]
metasql
- editor for [1]
- statements master list [1]
miscellaneous adjustments [1]
miscellaneous payments
- creating new [1]
miscellaneous production
- posting of [1]
miscellaneous vouchers
- creating new [1] [2]
mixed
- issue method defined [1] [2]
modules
- user account options involving [1]
mouse options [1]
MPS
- See master production scheduling
MRP
- See material requirements planning
multi-currency
- currency definitions for [1]
- exchange rates and [1]
multiple location control
- defined [1]
- impact on receiving [1] [2]
- impact on shipping [1]
netable
- site location as [1]
netable location
- defined [1]
netable qoh
- defined [1]
non-netable
- site location as [1]
non-netable location
- defined [1]
non-netable qoh
- defined [1]
non-usable qoh
- defined [1]
on order
- defined [1]
open items
- aging report for payables [1]
- aging report for receivables [1]
- applying cash receipts to [1]
- by customer [1]
- by vendor [1]
- complete receivables list [1]
- time-phased for payables [1]
- time-phased for receivables [1]
operations
- adding new to Routings [1]
- adding to routings in future [1]
- defined [1]
- expired from routings [1]
operation types
- creating new [1]
- master list of [1]
opportunities
- characteristics and [1]
- creating new [1] [2]
- creating new sources for [1]
- creating new stages for [1]
- creating new types for [1]
- defined [1]
- master list of [1]
- sources for [1]
- stages for [1]
- to-do items and [1]
- types for [1]
order parameters
- defined [1]
- enforcement of [1] [2]
order up to levels
- defined [1]
- updating by class code [1]
- updating by item [1]
- updating by planner code [1]
OUT levels
- See order up to levels
outside processes
- as item type [1]
- defined [1]
overhead
- defined [1]
- in routings [1]
- in work centers [1] [2]
- in work order costing [1]
- linking to wip assets [1] [2]
packages
- creating new [1]
- defined [1]
- master list of [1]
pack dates
- for quotes [1]
- for sales orders [1]
- for transfer orders [1]
packing lists
- batch printing of [1] [2] [3]
- defined [1]
- printing of [1] [2]
parameters
- defined [1]
parent items
- defined [1]
partial shipments
- defined [1]
- tracking of [1]
passwords
- at log in [1]
- created by administrators [1]
pattern matching
- defined [1]
payables workbench [1]
payment
- printing multiple [1]
payment journal
- printing of [1]
payment runs
- preparation of [1]
- printing of [1] [2] [3]
- replacing payments in [1] [2]
payments
- approval of [1]
- creating miscellaneous [1]
- list of selected [1]
- making to vendors [1]
- posting individual [1]
- posting multiple [1]
- posting of [1] [2]
- preparing runs of [1]
- printing individual [1] [2] [3]
- printing journal [1]
- printing multiple [1] [2]
- problems when printing [1] [2]
- register for [1]
- replacing in payment run [1] [2]
- replacing voided [1]
- selection of [1]
- specifying bank account for [1]
- viewing detailed list of [1]
- voiding of [1] [2] [3]
phantoms
- as item type [1]
- item type defined [1]
physical inventory
- creating count tags [1] [2] [3]
- creating cycle count tags [1]
- entering count slips [1]
- entering count tags [1]
- entering miscellaneous count [1]
- management of [1]
- posting count slips [1]
- posting count tags [1]
- purging count slips [1]
- purging count tags [1]
- thawing item sites [1]
- zeroing uncounted count tags [1]
pick lists
- defined [1]
- printing of [1]
planned availability
- defined [1]
planned expenses
- defined [1]
planned orders
- defined [1]
- lead times for [1]
- numbering of [1]
- reporting for [1]
planned revenues
- defined [1]
planner codes
- assigning class codes to [1]
- assigning items to [1]
- automatic explosion by [1] [2] [3]
- count tags created by [1]
- creating new [1] [2] [3]
- defined [1]
- in master scheduling [1] [2] [3]
- master list of [1] [2] [3]
- purchase requests for [1]
- releasing work orders by [1]
- updating out levels using [1]
- updating reorder levels using [1]
planners
- codes for [1] [2] [3]
- defined [1]
planning
- as item type [1]
ports
- defined [1]
- for database access [1]
POSIX
- defined [1]
postgresql
- defined [1]
pre-authorizations
- for credit card transactions [1]
price variances
- by item [1]
- by vendor [1]
pricing
- assigning schedules for [1] [2]
- item list price [1] [2]
- wholesale price [1]
pricing schedules
- by product category [1]
- configured item pricing and [1]
- creating new [1] [2]
- defined [1]
- discount percentage for [1] [2]
- master list of [1]
- pricing detail for [1]
- quantity breaks in [1] [2] [3]
- updating [1]
privileges
- defined [1]
- for administrators [1]
- for user accounts [1]
- list of available [1] [2]
- list of granted [1] [2]
- rescanning of [1]
product categories
- capacity uom details for [1]
- creating new [1]
- defined [1]
- list prices updated by [1]
- master list of [1]
- pricing schedules for [1]
- reassignment of [1]
production
- correcting posting of [1]
- defined [1]
- posting miscellaneous [1]
- posting of [1]
production plans
- creating new [1]
- defined [1]
- in master scheduling [1]
profiles
- creating new [1] [2]
- managing assignments for [1]
- master list of [1]
profit centers
- adding new numbers for [1]
- master list of numbers for [1]
projects
- create recurring [1] [2]
- creating new [1]
- list of [1]
- order activity for [1]
- types for [1]
project types
- creating new [1]
prospects
- creating new [1]
- defined [1]
provinces
- creating new [1]
- master list of [1]
proximo
- as billing term [1] [2] [3]
- defined [1]
pull
- issue method defined [1] [2]
pull-through
- defined [1]
purchased
- as item type [1]
- item type defined [1]
purchase orders
- adding line items to [1] [2]
- blanket defined [1]
- change line item qty. for [1]
- closing of [1]
- copying of [1]
- creating items for [1] [2]
- creating new [1] [2]
- customers using blanket [1]
- defined [1]
- electronic delivery of [1]
- freight charges on [1] [2]
- handling repetitive [1] [2]
- history of [1]
- line items by date [1]
- line items by item [1]
- line items by vendor [1]
- list of open [1] [2]
- numbering of [1]
- printing by agent [1]
- printing of [1] [2]
- printing purchasing form [1]
- printing receiving labels for [1]
- printing vendor form [1]
- projects and [1]
- releasing by agent [1]
- releasing of [1] [2]
- statuses of [1]
- summarized by date [1] [2]
- templates for [1] [2]
- vendor relations and [1]
purchase requests
- by item [1]
- by planner code [1]
- defined [1]
- generated by quotes [1]
- generated by sales orders [1]
- numbering of [1]
purchase types
- creating new [1] [2]
push
- issue method defined [1] [2]
QOH
- See quantity on hand
qt designer
- designing new [1]
quantity breaks
- defined [1]
- in list pricing schedules [1] [2]
- in pricing schedules [1] [2] [3]
quantity on hand
- by location [1]
- by zone [1]
- defined [1]
- reporting by [1]
- resetting QOH balances [1]
- unbalanced [1]
queries
- defined [1]
quotes
- availability of items for [1]
- billing information for [1]
- commissions on [1]
- creating line items for [1] [2]
- creating new [1]
- defined [1]
- electronic delivery of [1]
- line item pricing for [1]
- looking up by customer [1]
- looking up by item [1]
- master list of [1]
- numbering of [1]
- pack dates for [1]
- purchase requests generated by [1]
- selling sites for [1]
- setting terms for [1]
- supplying sites and [1]
- work orders generated by [1]
ranking
- of item sites [1] [2]
- of item substitutes [1]
- of vendors [1]
rates
- creating new in tax code [1] [2]
- for taxes [1] [2]
reason codes
- creating new [1] [2]
- master list of [1] [2]
reassignment
- of class codes [1]
- of product categories [1]
receipts
- by date [1]
- by item [1]
- by vendor [1]
- correction of [1] [2]
- splitting at vouchering [1] [2]
- uninvoiced [1] [2]
receiving
- as inventory transaction [1]
- defined [1]
- entering receipts [1]
- from shipping [1]
- list unposted receipts [1]
- MLC impact on [1] [2]
receiving labels
- printing by order [1]
reference
- as item type [1]
registers
- deposits history and [1]
- for invoices [1]
- for payments [1]
- for vouchers [1]
registration
- commercial versions and [1]
registrations
- creating new [1]
- for lot/serial [1] [2]
regular expressions
- defined [1]
reject codes
- creating new [1]
- defined [1]
- master list of [1]
rejected materials
- by vendor [1]
relationships
- See item aliases
relative calendars
- adding periods to [1]
- creating new [1]
- defined [1]
reorder exceptions
- defined [1]
reorder levels
- defined [1]
- updating by class code [1]
- updating by item [1]
- updating by planner code [1]
replacement
- of component items [1] [2]
replenishment orders
- defined [1]
reports
- creating new [1]
- defined [1]
- master list of [1]
- system-defined [1]
report writer
- creating reports using [1]
rescan privileges [1]
restricted
- defined [1]
- site location as [1]
return authorizations
- adding line items to [1] [2]
- availability of items for [1]
- billing information for [1]
- commissions on [1]
- configuration for [1]
- creating new [1]
- freight charges on [1]
- looking up by item [1]
- look up [1]
- lot/serial selection and [1]
- numbering of [1]
- receiving sites for [1]
- shipping sites for [1]
- ship-to details for [1]
- work orders generated by [1]
returns
- credit memos and [1] [2]
- details by date [1]
- details by item [1]
- details by vendor [1]
- entering at shipping [1]
revision
- defined [1]
revisions
- in boms [1]
- in routings [1]
right-click [1]
roles
- creating names for [1]
- creating new [1]
- master list of [1]
root items
- defined [1]
- substitute availability for [1]
rough-cut capacity plans
- defined [1]
routings
- creating new operation in [1]
- defined [1]
- expired operations in [1]
- future operations in [1]
- revisions for [1]
run time
- defined [1]
- for standard operations [1]
- in routings [1]
- in work orders [1]
safety stock
- defined [1]
sales
- creating new [1]
- lost [1]
- master list of [1]
sales account assignments
- creating new [1] [2]
sales assignments
- creating new [1] [2]
- master list of [1] [2]
sales categories
- master list of [1] [2]
sales credits
- adding line items to [1] [2]
- billing information for [1]
- charges related to [1]
- creating new [1]
- customers associated with [1]
- discount pricing for [1]
- edit list for [1]
- hold options for [1]
- list of unposted [1]
- numbering of [1]
- posting of [1]
- pricing of [1]
- printing of [1]
- purging records for [1]
- re-printing of [1]
- ship-to details for [1]
sales history
- archiving of [1]
- brief version [1]
- editing of [1]
- reporting on [1]
- restoring from archive [1]
- summarized reporting [1]
- time-phased reporting [1]
sales orders
- adding line items to [1] [2] [3]
- availability of items for [1] [2]
- billing information for [1]
- commissions on [1]
- creating new [1]
- creating new simple [1]
- credit cards and [1]
- customer relations and [1]
- defined [1]
- discount defaults for [1]
- discount percentages for [1] [2] [3]
- electronic delivery of [1]
- finding by item [1]
- freight charges on [1] [2] [3]
- hold types for [1]
- inventory availability for [1] [2]
- job items and [1]
- line item pricing for [1] [2] [3] [4]
- list open [1]
- numbering of [1]
- pack dates for [1]
- printing forms for [1]
- printing shipping labels for [1]
- projects and [1]
- purchase requests generated by [1]
- reservations for [1] [2] [3]
- reservation utility for [1]
- search for [1] [2]
- selling sites for [1] [2]
- setting terms for [1]
- shipments of [1]
- shipping charges on [1]
- shipping forms on [1]
- ship-to details for [1] [2]
- status of [1]
- supplying sites and [1]
- work orders generated by [1]
sales quotes
- See quotes
sales representatives
- and sales history for [1]
- commissions for [1] [2] [3] [4]
- defined [1]
sales reps
- commission percentages for [1]
- creating new [1]
- master list of [1]
sale types
- creating new [1] [2]
scheduling
- for work orders [1]
scrap
- as inventory transaction [1]
- defined [1]
- from work order materials [1]
screens
- designing new [1]
- master list of [1]
- size remembered for [1]
scripts
- creating new [1]
- master list of [1]
search filters
- explained [1]
sequences
- for lot/serial [1] [2]
serial numbers
- creating new [1]
- creating sequences for [1] [2]
- defined [1]
- registrations and [1]
series
- adding transactions to [1]
- creating new [1]
- viewing g/l transactions in [1]
servers
- addresses for [1]
- defined [1]
- for credit card companies [1]
- for credit card service [1]
- ftp for edi profile [1]
- identifying at log in [1]
service Item
- defined [1]
setup time
- defined [1]
- for operations [1]
- in routings [1]
- in work orders [1]
shifts
- adding new [1]
shipments
- partial [1]
- purging records for [1] [2]
- shipments by [1]
shipping
- charges on invoices [1]
- charges on sales orders [1]
- defined [1]
- entering of returns [1]
- forms used in [1]
- issue line item to [1]
- issuing stock to [1] [2] [3]
- job items and [1]
- kits and [1]
- maintaining contents at [1]
- master list of charge types [1]
- MLC impact on [1]
- new charge types for [1]
- partial defined [1]
- partially shipped orders [1]
- recalling orders to [1]
- receiving purchased items from [1]
- sales orders shipped [1]
- shipment details [1]
- shipment information [1]
- shipments by date [1]
- shipping sales orders [1]
- uninvoiced shipments [1]
- zones for [1]
shipping contents
- defined [1]
- information about [1]
- maintenance of [1]
shipping forms
- creating new [1]
- master list of [1]
- printing of [1] [2]
- selecting on sales orders [1]
shipping labels
- printing by invoice [1]
- printing by sales order [1]
- printing by transfer order [1]
shipping sites
- designation of [1]
shipping zones
- creating new [1]
- defined [1]
- master list of [1]
ship-to addresses
- contact information for [1]
- creating new [1]
- defined [1]
ship vias
- creating new [1]
- defined [1]
- master list of [1]
- printing packing lists by [1]
shortage
- defined [1]
simple entries
- creating new [1]
site locations
- allowable items in [1]
- creating new [1]
- defined [1]
- master list of [1]
- netable [1]
- restricted [1] [2] [3]
- See also locations[site locations [1]
- within zones [1]
sites
- backlog summarized by [1]
- count slips in [1]
- count tags in [1]
- creating new [1]
- creating zones in [1]
- defined [1]
- enforcing zones in [1]
- for make-to-order [1] [2]
- for receiving returns [1]
- for shipping returns [1]
- locations in [1]
- master list of [1]
- posting count slips in [1]
- posting count tags in [1]
- sold from for quotes [1]
- sold from for sales orders [1]
- source for transfer orders [1]
- transit defined [1]
- zeroing uncounted count tags in [1]
- zones for [1]
site types
- creating new [1]
- master list of [1]
site zones
- creating new [1]
- defined [1]
- locations within [1]
slow moving inventory [1]
sold ranking
- defined [1]
- for item sites [1] [2]
source vendors
- See item sources
ssl
- defined [1]
standard costs
- defined [1]
- material costs posted to [1] [2]
- rolling up of [1] [2] [3] [4]
- updating by class code [1]
- updating by item [1]
- updating material costs [1] [2]
- updating user costs [1] [2]
- user costs posted to [1] [2]
standard journal groups
- adding journals to [1]
- creating new [1]
- defined [1]
- expired components in [1]
- future components in [1]
- master list of [1]
- posting of [1]
standard journals
- adding new to group [1]
- adding transactions to [1]
- creating new [1]
- defined [1]
- grouping of [1]
- master list of [1]
- posting history of [1]
- posting of [1]
standard labor rates
- defined [1]
standard operations
- creating new [1]
- defined [1]
states
- creating new [1]
- master list of [1]
stock buffer
- defined [1]
subaccounts
- adding new [1]
- master list of [1]
- types for [1]
subaccount types
- assignment of [1]
- creating new [1]
- master list of [1]
subassemblies
- defined [1]
substitute availability
- by root item [1]
substitutions
- creating new bom-defined [1]
system administrators
- See xtuple administrators
system messages
- options for [1]
TAB key [1]
tasks
- creating new [1]
tax assignments
- creating new [1]
- master list of [1]
tax authorities
- creating new [1]
- defined [1]
- master list of [1]
tax classes
- creating new [1]
- master list of [1]
tax code rates
- creating new [1] [2]
tax codes
- creating new [1] [2]
- creating rates in [1] [2]
- defined [1]
- master list of [1] [2]
- rates for [1] [2]
taxes
- 1099 information [1] [2]
- for customers [1]
- for vendors [1]
- history report [1] [2] [3]
- registration for customers [1]
- registration for vendors [1]
tax registrations
- creating new [1]
- defined [1]
- master list of [1]
tax selections
- defined [1]
tax types
- creating new [1]
- defined [1]
- master list of [1]
tax zones
- creating new [1]
- default for customers [1]
- default for vendors [1]
- for prospects [1]
- for purchase orders [1] [2]
- for quotes [1]
- for return authorizations [1]
- for sales credits [1]
- for sales orders [1] [2] [3] [4]
- for sites [1]
- for transfer orders [1]
- master list of [1]
terms
- creating new [1] [2] [3]
- defined [1]
- discounting options for [1] [2] [3]
- master list of [1] [2] [3]
- proximo as [1] [2] [3]
thawing
- at count tag posting [1]
- defined [1]
- of inventory [1]
- of item sites [1]
this level
- defined [1]
throughput
- at operation level [1]
- defined [1]
time buffer
- defined [1]
time fence
- defined [1]
time-phased
- defined [1]
titles
- creating new [1]
- introduced [1]
to-do lists
- creating new to-dos [1]
- maintenance of [1]
- management of [1]
- opportunities and [1]
to-dos
- create recurring [1] [2]
tokens
- electronic data interchange [1] [2]
toolbar buttons
- master list of [1]
toolbars
- buttons master list [1]
- defined [1]
- user account options for [1]
tooling
- as item type [1]
- item type defined [1]
transactions
- adding to g/l series [1]
- adding to standard journal [1]
- creating g/l series [1]
- creating simple g/l entry [1]
- defined [1]
- listing of g/l types [1]
- listing of inventory types [1]
- See also inventory transactions[transactions [1]
- summarized in general ledger [1]
- viewing in general ledger [1] [2]
- viewing in journals [1]
transfer orders
- adding line items to [1] [2]
- creating new [1]
- freight charges on [1]
- pack dates for [1]
- printing shipping labels for [1]
transformations
- defined [1]
transit sites
- defined [1]
travelers
- defined [1]
- printing of [1]
trial balances
- forward-updating of [1] [2]
- reporting on [1]
unallocated
- defined [1]
uninvoiced shipments
- identifying [1]
units of measure
- alternates for items [1]
- associating with items [1]
- at item level [1]
- capacity by class code [1]
- capacity by product category [1]
- creating new [1]
- defined [1]
- in operations [1] [2]
- in routings [1]
- master list of [1]
- selling specified [1] [2]
usable qoh
- defined [1]
usage statistics
- defined [1]
user accounts
- creating new [1]
- creating usernames for [1]
- event notification for [1]
- module options for [1]
- passwords for [1]
- preferred sites for [1]
- privileges for [1]
- setting idle timeout for [1]
- toolbar options for [1]
- viewing events for [1]
user costs
- posting of [1] [2]
- updating of [1] [2] [3] [4]
usernames
- creating for users [1]
- required at log in [1]
user preferences
- defined [1]
users
- privileges for [1]
utilities
- defined [1]
- in accounting module [1]
- in inventory module [1]
- in products module [1]
- in purchase module [1]
- in sales module [1]
validator
- defined [1]
valid locations
- by item [1]
variances
- defined [1]
- delivery date by item [1]
- delivery date by vendor [1]
- material usage by BOM item [1]
- material usage by component item [1]
- material usage by item [1]
- material usage by w/o [1]
- price by item [1]
- price by vendor [1]
- relation to w/o [1] [2]
vendor addresses
- creating new [1]
vendor catalog
- costs for [1] [2]
- management of [1]
vendor catalogs
- configurations for [1]
- conversion of [1]
vendor ranking
- defined [1]
- for item sources [1]
vendors
- contact information for [1]
- default settings for [1]
- defined [1]
- delivery date variances for [1]
- documents associated with [1]
- history for [1]
- making payments to [1]
- master list of [1] [2]
- open items for [1]
- p/o line item details for [1]
- purchase order forms for [1]
- ranking of [1]
- receipt details for [1]
- rejected materials to [1]
- return details for [1]
- tax information for [1]
- tax registration for [1]
- types of [1] [2]
vendor types
- creating new [1] [2]
- master list of [1] [2]
vouchers
- automatic updating of actual costs [1] [2]
- costing elements associated with [1] [2]
- creating new [1] [2]
- creating new miscellaneous [1] [2]
- defined [1]
- distributing quantities to [1] [2] [3] [4] [5] [6] [7] [8]
- list of unposted [1] [2]
- miscellaneous distributions for [1] [2] [3] [4]
- numbering of [1]
- posting of [1] [2]
- register for [1]
- splitting receipts for [1] [2]
- vendor relations and [1]
windows
- client log in procedure [1]
WIP
- See work in process
workbenches
- for accounts receivable [1] [2]
- for item availability [1] [2]
- for payables [1]
work centers
- creating new [1] [2]
- daily capacity [1] [2]
- defined [1]
- labor rates for [1] [2]
- master list of [1] [2]
- overhead in [1] [2]
workflow
- configuration of [1]
workflow, master list of [1]
workflow profiles, creating new [1]
workflow profiles, master list of [1]
workflow step, creating new [1]
work in process
- boo-defined locations for [1] [2]
- defined [1]
work order control [1]
work order material requirements
- creation and management of [1]
- defined [1]
- issuing in batch mode [1]
- issuing individually [1]
- maintenance involving [1]
- returning in batch mode [1]
- returning individually [1]
work order operations
- defined [1]
work orders
- adjusting lead times for [1]
- automatic explosion of [1]
- changing quantities for [1]
- closing of [1] [2]
- controlling [1]
- costing for [1]
- creating material requirements for [1]
- creating new [1]
- default explosion levels for [1]
- default variance reporting for [1]
- defined [1]
- execution days in [1]
- explosion levels for [1]
- explosion of [1]
- five states of [1]
- for job items [1]
- generated by quotes [1]
- generated by return authorizations [1]
- generated by sales orders [1]
- history by class code [1]
- history by item [1]
- history by order number [1]
- implosion of [1]
- issuing materials in batch mode [1]
- issuing materials individually [1]
- maintenance of materials in [1]
- material availability by [1]
- material requirements by [1]
- material requirements by component item in [1]
- material requirements for [1]
- material usage variances for [1]
- numbering of [1]
- pending material availability for [1]
- posting options [1]
- printing forms for [1]
- projects and [1]
- purging closed [1]
- relation to production [1]
- releasing by planner code [1]
- rescheduling of [1]
- return material batch from [1]
- return material item from [1]
- run time for operations [1]
- scheduling for [1]
- setup time for operations [1]
- variances related to [1] [2]
worksheets
- history of [1]
- management of [1] [2] [3]
XML
- importing data [1]
XSLT
- defined [1]
- transforming XML documents for import [1]
xtuple administrators
- defined [1]
- new roles created by [1]
- new user accounts created by [1]
- passwords created by [1]
- privileges for [1]
- privileges maintained by [1] [2]
- system messages scheduled by [1]
- user account privileges defined by [1]
- user locales established by [1]
xtuple connect
- configuration of [1]
zeroing
- of uncounted count tags [1]
zones
- creating new in site [1]
- defined [1]
- enforcing in sites [1]
- for shipping [1]
- for sites [1]
- quantity on hand for [1]

10.1. Configure
	10. Setup

10.1. Configure

10.1.1. Configure CRM


10. Setup		10.1.1. Configure CRM

xTuple ERP Reference Guide

10.1. Configure