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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
The User Account Preferences section enables Users to customize the look and feel of their main application window. Users can also specify various application defaults. While Users have the ability to modify their own preferences, only those Users granted the "MaintainUsers" privilege can change another User's preferences. To access the User Account Preferences area, select the "Preferences" option. The following screen will appear:
When establishing User Account preferences, you are presented with the following options:
Select to edit User Account preferences for the current User Account. This is the only option available to Users who do not have the "MaintainUsers" privilege.
Select an individual User Account to view and/or edit preferences for that User Account. This option is only available to system administrators and others who have been granted the "MaintainUsers" privilege. Only Users who have been granted this privilege can edit the preferences of other User Accounts. The usernames of all User Accounts who are registered on the current Database will appear in the list.
Select one of the following background image options:
Select if you do not want to add digital wall paper on the main application work space.
Specify an Image definition to create digital wall paper on the main application work space.
Select one of the following window behaviors:
Select to make non-modal screens open within the main desktop window. When this option is selected, you can choose cascaded, tiled, or tabbed window views from the menu.
For new xTuple installations, this is the default selection. With this option turned on, all screens will be free-floating and not constrained by the main desktop.
Select to turn on alternating row colors (white and gray) where lists are displayed in xTuple. If not selected, all displayed rows will appear on a white background with no color distinction between them.
Select to maintain the legacy interface styling for xTuple ERP. If not selected, the application will use the newer application style.
Select to bypass the warning message which may be presented at log in to indicate that a translation file is missing. The warning may be irrelevant in some cases. This User Account Preference option will be useful in situations where the default language is acceptable, even though the country designation on the User's Locale might indicate otherwise. For example, in the United Kingdom (UK), the language may be English and the country United Kingdom—allowing for date and time localizations specific to the UK. However, because the default English language translation is acceptable, there's no need for an alternate translation file just for the UK (e.g., xTuple.en_uk.qm).
Select to download the latest translation file to match the language defined on your User's Locale. Translation files are downloaded from the xTuple Translation Portal (www.xtuple.org/translate)—and they are stored on your local file system in a standard location where other application support files would generally be stored. For example, on Windows the translation files are stored here:
C:\Documents and Settings\User Name\Local Settings\Application Data\xTuple\xTuple
Once a translation file is downloaded, the xTuple ERP interface will automatically appear as translated using the most current translation file available. A message will alert you if no translation is available for your language. To learn more about defining a language in your Locale settings, please see Section 13.2.11.1, “Locale”.
Select if you want to enable spell checking in most Comment, Note, and text areas throughout the application. xTuple uses the widely-adopted, open source Hunspell spell checker as the basis for its spell checking feature. By default, the English dictionary files (English.dict and English.aff) are distributed with the product. However, Hunspell dictionaries for other languages are also available for download from many sites on the Internet. The spell checking feature has been designed to operate with a User's Locale settings—which means that if you are using a Locale other than English (and you have the correct Hunspell dictionary files installed) the spell checker should work in your specified language.
Select to download spell check dictionaries to match the language defined on your User's Locale. A message will alert you if no dictionaries are available for your language.
Value entered dictates the number of minutes before the client automatically shuts down. To turn the idle timeout feature off, simply set the value = 0.
Select one of the following default Site preferences:
Select if the User does not have a preferred Site.
Specify the preferred Site. Sites designated as preferred will appear at the top of Site list by default—eliminating the need to search the menu for the desired Site code. The User may access other Sites in these lists in the normal way. Assigning a preferred Site is simply a time-saving feature and does not affect User access to Site data.
Specify how you want text (e.g., displayed lists) to be copied to your computer's clipboard:
Select to preserve font, coloring, and other formatting information for pasting into office applications like Open Office Calc or Excel.
Select to copy only the most basic text information for pasting into simple text editors.
Specify preferences for the following defaults:
Select to list numeric Item Numbers before alphabetic Item Numbers in displays featuring Item Numbers.
Specify whether you want to launch a List view or a Search view after selecting the lookup feature to look up information. The List view corresponds to the standard CTRL+L keyboard shortcut functionality; whereas the Search view corresponds to CTRL+S functionality.
The system allows you to show only those menus which you want to see. To define your menu preference, select the "Menu" tab. The following screen will appear:
When specifying a preferred menu style, you are presented with the following options:
For a complete list of all the toolbar buttons available for each module, see Section 2.2.7, “Toolbar Buttons”.
Select to display the Inventory module menu on the User's main application window.
Select to display the Inventory module toolbar buttons on the User's main application window.
Select to display the Products module menu on the User's main application window.
Select to display the Products module toolbar buttons on the User's main application window.
Select to display the Schedule module menu on the User's main application window.
Select to display the Schedule module toolbar buttons on the User's main application window.
Select to display the Purchase module menu on the User's main application window.
Select to display the Purchase module toolbar buttons on the User's main application window.
Select to display the Manufacture module menu on the User's main application window.
Select to display the Manufacture module toolbar buttons on the User's main application window.
Select to display the CRM module menu on the User's main application window.
Select to display the CRM module toolbar buttons on the User's main application window.
Select to display the Sales module menu on the User's main application window.
Select to display the Sales module toolbar buttons on the User's main application window.
Select to display the Accounting module menu on the User's main application window.
Select to display the Accounting module toolbar buttons on the User's main application window.
Each User has the option of setting up custom keyboard shortcuts, otherwise knows as Hot Keys. These Hot Keys make it possible to launch individual screens using the keyboard. To set up user-defined Hot Keys, select the "Hot Keys" tab. The following screen will appear:
The "Hot Keys" screen displays information on all existing Hot Keys, including keyboard keystroke and related action. For more information, please see Section 5.1, “Hot Key”.
To define or modify a User's Event notification preferences, select the "Events" tab. The following screen will appear:
For a complete list of user-defined Events see Section 1, “ Inventory Transaction Types”.
When defining or modifying a User's Event notification preferences, you are presented with the following options:
Displays the complete list of system-defined Events. Highlight an Event and then double-click a Site in the adjacent Site column to set the User's Event notification preference for that Site. Selecting "Yes" means the User will be notified if the specified event occurs in the specified Site. Selecting "No" means the User will not be notified about the Event if it occurs in that Site. To globally affect the settings for all Sites, double-click on an Event. Double-clicking on an Event causes the Site settings to toggle back-and-forth between "Yes" and "No."
When an Event occurs, the Event notification button will appear in the lower left-hand corner of the application desktop. This alerts the User that one of the Events they subscribe to has occurred. Open the Event Manager to view and respond to the Event.
Displays the complete list of Sites. Highlight an Event in the adjacent Event column and then double-click a Site to set the User's Event notification preference for that Site. Selecting "Yes" means the User will be notified if the specified event occurs in the specified Site. Selecting "No" means the User will not be notified about the Event if it occurs in that Site. To globally affect the settings for all Sites, double-click on an Event. Double-clicking on an Event causes the Site settings to toggle back-and-forth between "Yes" and "No."
Alarms offer a method for alerting Users when Tasks or To-Dos are due or near due. The preferences may be changed at the local level, but to define a User's global Alarm preferences, select the "Alarms" tab. The following screen will appear:
When defining or modifying a User's global Alarm notification preferences, you are presented with the following options:
Select Event if you would like an alarm to alert you when an event occurs.
Select Email if you would like an alarm to alert you when a system Email has been sent to you.
Select System Message if you would like an alarm to alert you when a System Message has occurred.
System administrators typically set the initial password for their Users. But then Users often like to set their password to something different. If you are a User and want to change your password, select the "Password" tab. The following screen will appear:
When changing your password, you are presented with the following options:
Displays your username.
Enter your current password.
Enter your new password.
Retype your new password to verify it. The next time you log in you can use your new password.
To specify advanced User preferences, select the "Advanced" tab. The following screen will appear:
When specifying advanced User preferences, you are presented with the following options:
Select to enable automatic script debugging using the Qt Script debugger. If selected, any custom script that contains the "debugger" command will launch the Qt Script debugger at that point. If you are trying to develop your own custom scripts and want to use the Qt Script debugger, xTuple recommends starting your script with this command.
If you have purchased xTuple Connect, it is possible to integrate Email with xTuple ERP. You can learn more about Email Integration in the xTuple Connect Product Guide. To enable Email Integration for xTuple ERP, select the "Email" tab. The following screen will appear:
When enabling Email Integration for xTuple ERP, you are presented with the following options:
Select if you want your Email to be synchronized with xTuple ERP while xTuple ERP is running. If you don't select this option, your Email will not be synchronized.
The following buttons are unique to this screen:
Select to begin synchronizing your Email.
Select to stop the Email synchronization.
Select to start the Trojita Email client, which is used to integrate your Email with xTuple ERP. Enter the details of your IMAP mail settings into the Trojita Email client