xTuple ERP Reference Guide
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xTuple ERP Reference Guide
Introduction
Getting Started
Log In Options
xTuple Desktop
CRM Desktop
Sales Desktop
Accounting Desktop
Manufacture Desktop
Social Desktop
Maintenance Desktop
Asset Management Desktop
My Dashboard Desktop
Exit the Application
Application Fundamentals
Searching for Information
Auto-Complete
Search Filters
Keyboard Shortcuts
TAB Key
CTRL Key
ALT Key
ENTER Key
Date Shortcuts
Calendars
Toolbar Buttons
Right-Click Options
Column Memory
Screen Position/Size Memory
Check Box Memory
Common Application Buttons
Spell Checking
Products Module
Reports
Bills of Materials
Single Level Bill of Materials
Indented Bill of Materials
Summarized Bill of Materials
Sequenced Bill of Materials
Where Used
Single Level Where Used
Indented Where Used
Pending BOM Changes
Operations by Work Center
Standard Operations by Work Center
Capacity UOMs
Capacity UOMs by Product Category
Capacity UOMs by Class Code
Item
Enter New Item
List Items
Copy Item
Item Availability Workbench
Item Groups
Item Group
Item Images
External Vendor Catalog
Vendor Catalog Costs
Vendor Catalog Cost
External Vendor Commodity Codes
External Vendor Commodity Code
Bill of Materials
Enter New Bill of Materials
Bill of Materials Item
List Bills of Materials
Copy Bill of Materials
Mass Replace Component Item
Mass Expire Component Item
Routing
Enter New Routing
Routing Item
List Routings
Copy Routing
Breeder Bill of Materials
Enter New Breeder Bill of Materials
Breeder Bill of Materials Item
List Breeder Bills of Materials
Costing
Maintain Item Costs
Update Actual Costs
Update Actual Costs by Item
Update Actual Costs by Class Code
Post Actual Costs
Post Actual Costs by Item
Post Actual Costs by Class Code
Post Standard Costs
Post Standard Costs by Item
Post Standard Costs by Class Code
Reports
Costed BOM
Costed Single Level BOM
Costed Indented BOM
Costed Summarized BOM
Item Costs
Item Costs by Class Code
Item Costs Summary
Item Costs History
User-Defined Costing Elements
User Costing Element
Lot/Serial
Lot/Serial Registration
Utilities
Unused Purchased Items
Undefined Manufactured Items
Bills of Materials Without Component Item Sites
Reassign Class Code by Class Code
Reassign Product Category by Product Category
Setup
Configure
Configure Products
Master Information
External Vendor Catalog Configurations
Vendor Catalog Conversion
Characteristics
Characteristic
Class Codes
Class Code
Freight Classes
Freight Class
Standard Labor Rates
Standard Labor Rate
Lot/Serial Sequences
Lot/Serial Sequence
Operation Types
Operation Type
Product Categories
Product Category
Shifts
Shift
Standard Operations
Standard Operation
Units of Measure
Unit of Measure
Global Conversion Ratio
Work Centers
work center
Inventory Module
Transfer Order
New Transfer Order
Transfer Order Item
List Transfer Orders
Release Transfer Orders by Agent
Physical Inventory
Create Count Tags
Create Count Tags by Planner Code
Create Count Tags by Class Code/Site
Create Count Tag by Item
Create Cycle Count Tags by Site
Enter Count Slip
Enter Count Tag
Enter Miscellaneous Inventory Count
Zero Uncounted Count Tags by Site
Thaw Item Sites by Class Code/Site
Post Count Slips
Post Count Tags
Purge Posted Count Slips
Purge Posted Count Tags
Reports
Frozen Item Sites
Count Slip Edit List
Count Tag Edit List
Count Slips by Site
Count Tags
Count Tags by Item
Count Tags by Site
Count Tags by Class Code
Receiving
Enter Receipt
Enter Receipt Item
List Unposted Receipts
Purchase Order Return
Enter Return Item
Forms
Print Receiving Labels by Order
Shipping
Issue to Shipping
Issue Line to Shipping
Maintain Shipping Contents
Shipping Information
Ship Order
Recall Orders to Shipping
Forms
Packing List Batch
Print Packing List Batch
Print Packing List
Print Shipping Form
Print Shipping Forms
Shipping Labels
Print Labels by Sales Order
Print Shipping Labels by T/O #
Print Shipping Labels by Invoice
Reports
Backlog
Shipments
Shipments by Sales Order
Shipments by Date
Shipments by Shipment
Transactions
Adjustment Transaction
Scrap
Expense Transaction
Material Receipt
Transform
Reset QOH Balances
Inter-Site Transfer
Relocate Inventory
Forms
Print Item Labels by Class Code
Print T/O Forms
Reports
Valid Locations by Item
Quantities on Hand
Quantities on Hand by Zone
Quantities on Hand by Location
Location/Lot/Serial # Detail
Expired Inventory
Slow Moving Inventory
Inventory Availability
Substitute Availability by Root Item
Inventory History
Detailed Inventory History by Location
Detailed Inventory History by Lot/Serial #
Item Usage Statistics
Time-Phased Item Usage Statistics by Item
Inventory Status
Inventory Buffer Status by Planner Code
Inventory Buffer Status by Class Code
Inventory Buffer Status by Item Group
Site
Sites
Site
Site Locations
Site Location
Item Site
Enter Item Site
Item Sites
Item Availability Workbench
Lot/Serial Control
Location/Lot/Serial # Detail
Detailed Inventory History by Lot/Serial #
Reassign Lot/Serial Number
Quick Relocate
Utilities
Unbalanced QOH by Class Code
Adjust Average Cost Value
Update Item Controls
Update ABC Class
Update Cycle Count Frequency
Update Item Site Lead Times
Reorder Levels
Update Reorder Level by Item
Update Reorder Levels by Planner Code
Update Reorder Levels by Class Code
Order Up To Levels
Update Order Up To Levels by Item
Update Order Up To Levels by Planner Code
Update Order Up To Levels by Class Code
Summarize Transaction History by Class Code
Create Item Sites by Class Code
Maintain External Shipping Records
External Shipping Maintenance
Setup
Configure
Configure Inventory
Accounting Mappings
Cost Categories
Cost Category
Expense Categories
Expense Category
Master Information
Characteristics
Characteristic
Planner Codes
Planner Code
Reason Codes
Reason Code
Site Types
Site Type
Schedule Module
Production Plan
New Production Plan
Planned Schedule Item
List Production Plans
Scheduling
New Planned Order
Run MPS by Planner Code
Run MRP
Run MRP by Planner Code
Run MRP by Item
Firm Planned Orders by Planner Code
Release Planned Orders by Planner Code
Delete Planned Order
Delete Planned Orders by Planner Code
Constraint Management
Update
Run Buffer Status by Planner Code
Run Buffer Status by Item
Inventory
Inventory Buffer Status by Planner Code
Inventory Buffer Status by Class Code
Inventory Buffer Status by Item Group
P/O Items by Buffer Status
Work Order
Work Order Buffer Status by Planner Code
Work Order Buffer Status by Class Code
Work Order Buffer Status by Item Group
Capacity Buffer Status by Work Center
W/O Operation Buffer Status by Work Center
Capacity Planning
Time-Phased Capacity by Work Center
Time-Phased Load by Work Center
Time-Phased Available Capacity by Work Center
Time-Phased Production
Time-Phased Production by Planner Code
Time-Phased Production by Item
Time-Phased Demand by Planner Code
Capacity Buffer Status by Work Center
Reports
Planned Orders
Running Availability
Time-Phased Availability
MRP Exceptions
RUN MRP Exceptions
MPS Detail
MRP Detail
Expedite Exceptions by Planner Code
Reorder Exceptions by Planner Code
Lead Time Analysis
Rough Cut Capacity Plan by Work Center
Time-Phased Rough Cut Capacity Plan by Work Center
Planned Revenue/Expenses by Planner Code
Time-Phased Planned Revenue/Expenses by Planner Code
Setup
Configure
Configure Schedule
Master Information
Planner Codes
Planner Code
Site Calendar Exceptions
Site Week
Work Centers
work center
Purchase Module
Purchase Request
Purchase Requests by Planner Code
Purchase Requests by Item
Purchase Order
Enter New Purchase Order
Purchase Order Item
Open Purchase Orders
Release Purchase Order
Release Purchase Orders by Agent
Close Purchase Order
Reschedule Purchase Order Item(s)
Change Purchase Order Item Quantity
Add Comment to Purchase Order
Voucher
Enter New Voucher
Voucher Item
Voucher Item Distribution
Split Receipt
Voucher Misc. Distribution
Enter New Miscellaneous Voucher
Voucher Misc. Distribution
Unposted Vouchers
Post Vouchers
Lookup
Purchase Orders
P/Os by Vendor
P/Os by Date
Purchase Order Items
P/O Items by Vendor
P/O Items by Date
P/O Items by Item
P/O History
Copy Purchase Order
Forms
Print Purchase Order
Print Purchase Orders by Agent
Print P/O Form
Print Vendor Form
Send Electronic Purchase Order
Reports
Item Sites
Item Sources
Buy Card
Receipts and Returns
Receipts and Returns by Vendor
Receipts and Returns by Date
Receipts and Returns by Item
Uninvoiced Receipts and Returns
P/O Liability Distribution
Correct P/O Receipt
Post PO Return Credit Memo
Price Variances
Price Variances by Vendor
Price Variances by Item
Delivery Date Variances
Delivery Date Variances by Vendor
Delivery Date Variances by Item
Rejected Material by Vendor
P/O Items by Buffer Status
Vendor
Create New Vendor
Vendors
Vendor Workbench
Contract
Create New Contract
Contracts
Item Source
Enter New Item Source
Item Source Price
Item Sources
Utilities
Items Without Item Sources
Assign Item to Planner Code
Assign Items to Planner Code by Class Code
Setup
Configure
Configure Purchase
Accounting Mappings
Payables Assignments
Payables Assignment
Expense Categories
Expense Category
Master Information
Planner Codes
Planner Code
Purchase Types
Purchase Type
Reject Codes
Reject Code
Terms
Billing Term
Vendor Types
Vendor Type
Manufacture Module
Work Order
Create New Work Order
Explode Work Order
Implode Work Order
Release Work Orders by Planner Code
Close Work Order
Reprioritize Work Order
Reschedule Work Order
Change Work Order Quantity
Materials
Create Work Order Material Requirement
Maintain Work Order Material Requirements
Operations
Create Work Order Operation
Maintain Work Order Operations
Transactions
Issue Material
Issue W/O Material Batch
Issue W/O Material Item
Return Material
Return Work Order Material Batch
Return Work Order Material Item
Scrap Work Order Material
Shop Floor Workbench
Post Operation
Correct Operations Posting
Post Production
Correct Production Posting
Close Work Order
Post Miscellaneous Production
Forms
Print Traveler
Print Pick List
Print Routing
Print Work Order Form
Print Production Entry Sheet
Reports
Manufacturing Dashboard
Work Order Schedule
Work Order Status
Work Order Buffer Status by Planner Code
Work Order Buffer Status by Class Code
Work Order Buffer Status by Item Group
Material Requirements
W/O Material Requirements by Work Order
W/O Material Requirements by Component Item
Inventory Availability by Work Order
Pending W/O Material Availability
Operations
W/O Operations by Work Center
W/O Operations by Work Order
W/O Operation Buffer Status by Work Center
Production Time Clock
Production Time Clock by User
Production Time Clock by Work Order
History
Work Order History by Class Code
Work Order History by Item
Work Order History By Number
Work Order Costing
Material Usage Variance
Material Usage Variance by Site
Material Usage Variance by Item
Material Usage Variance by BOM Item
Material Usage Variance by Component Item
Material Usage Variance by Work Order
Labor Variance
Labor Variance by Work Center
Labor Variance by Item
Labor Variance by Routing Item
Labor Variance by Work Order
Breeder Distribution Variance
Utilities
Purge Closed Work Orders
Setup
Configure
Configure Manufacture
CRM Module
Incident
New Incident
List Incidents
Tasks
New Task List Item
Task List
Calendar List
Project
New Project
New Task List Item
List Projects
Worksheets
Worksheet
Worksheet Item
Opportunity
New Opportunity
List Opportunities
Reports
Time and Expense History
Order Activity by Project
Account
New Account
List CRM Accounts
Contact
New Contact
List Contacts
Address
New Address
List Addresses
Documents
List Documents
Utilities
Edit Owners
Create Recurring Items
Merge Accounts
Merge Contacts
Merge Addresses
Build CRM Groups
Fix Countries
Setup
Configure
Configure CRM
Master Information
Characteristics
Characteristic
Titles
Title
Incident Categories
Incident Category
incident Priorities
Incident and Task Priority
incident resolutions
Incident Resolution
Incident Severities
Incident Severity
Opportunity Sources
Opportunity Source
Opportunity Stages
Opportunity Stage
Opportunity Types
Opportunity Type
Project Types
Project Type
Task Templates
Template Task
Sales Module
Quote
New quote
Quote Item
Quote Price List
List Quotes
Sales Order
New Simple Sales Order
New Sales Order
Sales Order Item
Price List
Open Sales Orders
Search Orders
Billing
Invoice
Uninvoiced Shipments
Approve Shipped Orders for Billing
Approve Order for Billing
Approve Billing Quantity
Billing Approvals
New Invoice
List Unposted Invoices
Post Invoices
Sales Credit
New Sales Credit
Sales Credit Item
List Unposted Sales Credits
Sales Credit Edit List
Post Sales Credits
Forms
Print Invoices
Re-Print Invoices
Print Sales Credits
Re-Print Sales Credits
Send Electronic Invoice
Return Auth.
Return Authorization
Return Authorization Item
Return Authorization Item Lot/Serial
List Return Authorizations
Return Authorization Workbench
Lookup
Quote
Quote Lookup by Customer
Quote Lookup by Item
Sales Order
Search Orders
Sales Order Lookup by Item
Return Auth.
Return Authorization Lookup
Return Authorization Lookup by Item
Sales Order Status
Forms
Print Sales Order Form
Print Return Authorization Form
Packing List Batch
Print Packing List
Send Electronic Sales Order Form
Send Electronic Quote
Reports
Summarized Backlog
Backlog
Partially Shipped Orders
Item Reservations
Inventory Availability
Inventory Availability by Sales Order
Inventory Availability by Customer Type
Earned Commissions
Brief Earned Commissions
Sales Rep Commissions
Gross Margin Commissions
Lost Sales
Tax History
Analysis
Bookings
Time-Phased Bookings
Sales History
Sales History Information
Brief Sales History
Summarized Sales History
Time-Phased Sales History
Prospect
Enter New Prospect
List Prospects
Customer
Enter New Customer
Customers
Customer Workbench
Customer Groups
Customer Group
Pricing
Item List Price
Update List Prices
List Pricing Schedules
List Pricing Schedule
List Pricing Schedule Item
Update List Pricing Schedules
List Pricing Schedule Assignments
List Pricing Schedule Assignment
Pricing Schedules
Pricing Schedule
Pricing Schedule Item
Update Pricing Schedules
Pricing Schedule Assignments
Pricing Schedule Assignment
Sales
Sale
Reports
Prices by Customer Type
Prices by Customer
Prices by Item
Freight Prices by Customer Type
Freight Prices by Customer
Utilities
Reassign Customer Types by Customer Type
Update Credit Status by Customer
Purge Invoices
Purge Sales Credits
Allocate Reservations
Archive sales History
Restore Sales History
Setup
Configure
Configure Sales
Accounting Mappings
Receivables Assignments
Receivables Assignment
Sales Assignments
Sales Assignment
Sales Categories
Sales Category
Master Information
Characteristics
Characteristic
Customer Form Assignments
Customer Form Assignment
Customer Types
Customer Type
Sale Types
Sale Type
Sales Reps
Sales Rep
Ship Vias
Ship Via
Shipping Charge Types
Shipping Charge Type
Shipping Forms
Shipping Form
Shipping Zones
Shipping Zone
Tax Codes
Tax Code
Terms
Billing Term
Accounting Module
Accounts Payable
Purchase Order
Enter New Purchase Order
Purchase Order Item
Open Purchase Orders
Release Purchase Order
Voucher
Enter New Voucher
Voucher Item
Voucher Item Distribution
Split Receipt
Voucher Misc. Distribution
Enter New Miscellaneous Voucher
Voucher Misc. Distribution
Unposted Vouchers
Post Vouchers
Payables Memos
Enter Miscellaneous Credit Memo
List Unapplied Credit Memos
Apply Payables Credit Memo
Apply Credit Memo Amount
Enter Miscellaneous Debit Memo
Payments
Approve Payments
Approve Due Payments
Approve Payment
Apply Discount
List Approved Payments
Prepare Payment Run
Miscellaneous Payment
View Payment Run
Void Payment Run
Post Payment
Post Payments
Payables Workbench
Forms
Print Purchase Order
Print Payment
Print Payment Run
Payables Reports
Uninvoiced Receipts and Returns
P/O Liability Distribution
Correct P/O Receipt
Post PO Return Credit Memo
Open Payables
Payables Aging
Payment Register
Voucher Register
Payables Applications
Vendor History
Vendors
Accounts Receivable
Invoice
New Invoice
Invoice Item
List Recurring Invoices
List Unposted Invoices
Post Invoices
Assess Finance Charges
Send Electronic Invoice
Receivables Memos
New Misc. Credit Memo
List Unapplied Credit Memos
Apply Receivables Credit Memo
Apply Credit Memo Amount
New Misc. Debit Memo
Cash Receipt
New Cash Receipt
Cash Receipt Application
Misc. Cash Receipt Distribution
Cash Receipt Edit List
Post Cash Receipts
Receivables Workbench
Forms
Print Invoices
Re-Print Invoices
Print Statement by Customer
Print Statements by Customer Type
Print Statement by Customer Group
Receivables Reports
Invoice Information
Open Receivables
Receivables Aging
Invoice Register
Cash Receipts
Receivables Applications
Deposits Register
Customer History
Customers
General Ledger
Journal Entry
Simple Entry
Series G/L Journal Entry
Series Journal Entry Item
Unposted G/L Series Entries
Standard Journals
New Standard Journal
Standard Journal Item
List Standard Journals
List Standard Journal Groups
Standard Journal Group
Standard Journal Group Item
Post Standard Journal
Post Standard Journal Group
Post Journals to Ledger
G/L Reports
G/L Transactions
Summarized G/L Transactions
Journal Series
Standard Journal History
Journals
Ledger Control
Bank Reconciliation
Reconcile Bank Account
Bank Adjustment
Adjustment Edit List
Bank Rec Reports
Bank Reconciliation History
Summarized Bank Reconciliation History
Fixed Assets
Financial Statements
New Financial Report
Income Statement Report
Balance Sheet Report
Cash Flow Report
Ad Hoc Report
Financial Report Group
Financial Report Item
Financial Report Special
Additional Options
List Financial Reports
View Trial Balances
View Financial Report
Fiscal Calendar
Fiscal Years
Fiscal Year
Accounting Periods
Accounting Period
Ledger Accounts
Chart of Accounts
Ledger Account Number
Companies
Company
Profit Center Numbers
Profit Center Number
Subaccount Numbers
Subaccount Number
Subaccount Types
Subaccount Type
Budget
New Budget
List Budgets
New Budget
Tax
Tax Authorities
Tax Authority
Tax Zones
Tax Zone
Tax Classes
Tax Class
Tax Codes
Tax Code
Tax Types
Tax Type
Tax Assignments
Tax Assignment
Tax Registrations
Tax Registration
Tax Reports
Tax History
Tax Return
Info for 1099's
Accounts for 1099 Report
Utilities
Forward Update Accounts
Duplicate Account Numbers
Purge Invoices
Update Late Customer Credit Status
Synchronize Companies
Setup
Configure
Configure Accounting
Asset Management
Accounting Mappings
Payables Assignments
Payables Assignment
Receivables Assignments
Receivables Assignment
Bank Accounts
Bank Account
Bank Adjustment Types
Bank Adjustment Type
Cost Categories
Cost Category
Expense Categories
Expense Category
Sales Assignments
Sales Assignment
Sales Categories
Sales Category
Master Information
Characteristics
Characteristic
Check Formats
Check Format
Customer Types
Customer Type
Reason Codes
Reason Code
Terms
Billing Term
Vendor Types
Vendor Type
System Module
Schedule System Message
Event Manager
xTuple Connect Console
Scheduled Job
View Database Log
User Account Preferences
Hot Key
Rescan Privileges
Maintain User Accounts
User Account
User Privilege Audit
Maintain Roles
Role
Employees
New Employee
List Employees
Search for Employee
Employee Groups
New Employee Group
Design
Reports
Report
MetaSQL Statements
MetaSQL Editor
Screens
Screen
Custom Command
Custom Command Arguments
Custom Report Details
Custom Screen Details
OpenURL Details
Scripts
Script Editor
Custom Commands
Custom Command
Custom Command Arguments
Custom Report Details
Custom Screen Details
OpenURL Details
Packages
Package
Utilities
Access Control
Serial Columns
Lock Manager
Maintain CSV Atlases
Import Data
Export Data
Query Sets and the QuerySet widget
MetaSQL Parameter Editor
Print Alignment Page
Create Recurring Items
Manage EDI Profile Assignments
Setup
Configure
Database Information
Credit Card
External Credit Card Transaction
Encryption
Import/Export
Search Path
Workflow Activation
xTuple Connect
Registration
Datasources
Dashboard Datasource
Master Information
Workflow
Workflow Step
Calendars
Calendar
Absolute Calendar Item
Relative Calendar Item
Comment Types
Comment Type
Countries
Country
Currencies
Currency
Exchange Rates
Exchange Rate
Departments
Department
Dynamic Filters
Dynamic Group Filter
EDI Profiles
EDI Profile
EDI Form
EDI Form Detail
Forms
Form
Images
Image
Label Forms
Label Form
Locales
Locale
States and Provinces
State or Province
Workflow Profiles
Workflow Email/Printer Profile
Exit xTuple ERP
Workflow Activities
Schedule Server Maintenance
Glossary
Additional References
Inventory Transaction Codes
General Ledger Codes
Other Document Codes
Cash Receipt Codes
Sales Order Item Statuses
Purchase Order Statuses
System-Defined Events
Comment Sources
Right-Click Menu Options
All
General
Manufacturing
Planning Systems
Shipping
Sales
Inventory
Products
Purchasing
Accounting
CRM
Icon Legend
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updating of
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absolute calendars
adding periods to
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creating new
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account assignments
creating new for payables
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accounting periods
creating new
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creating new fiscal year
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master list of
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account numbers
adding new subaccount
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assigning types to
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forward-updating and
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master list of
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subaccounts list and
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subaccount types and
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adding to financial reports
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creating new
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crm master list of
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duplication of
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forward-updating of
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merging
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check formats for
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information about
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posting payments for
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preparing payment runs for
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printing payments for
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time-phased open items for
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vendor history and
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vendor open items
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voiding payment runs for
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accounts receivable
account assignments for
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aging report for
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creating invoices for
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creating new assignment for
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customer history
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defined
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entering cash receipts for
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entering credit memos for
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entering debit memos for
[1]
[2]
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open items by customer
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posting cash receipts for
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time-phased open items for
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workbench for
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account types
assignment of
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actual costs
automatic updating of at vouchering
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defined
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entering for items
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posting to standard
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posting to standard by class code
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posting to standard by item
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rolling up of
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updating by class code
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updating by item
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updating material costs
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updating user costs
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addresses
creating new
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crm master list of
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entering for bank accounts
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allocation
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allowable items
in site locations
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allowable parts
defined
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ALT key
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application programming interfaces
application fundamentals
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application programming interfaces
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enforcing in sites
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arguments
creating new
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authentication
defined
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auto complete
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availability
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workbench for
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[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
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for credit card transactions
[1]
master list of
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reconciliation of
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specifying for payments
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used for payables
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used for receivables
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bank adjustments
edit list for
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entering new
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bank adjustment types
creating new
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master list of
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bank reconciliations
detailed history of
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marking checks as cleared
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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
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copying of
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costed indented view of
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costed single level view of
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costed summarized view of
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creating new
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defined
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deleting items from
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[2]
[3]
expired components in
[1]
indented view of
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indented where used view of
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invalid
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issue methods for
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linking to routings
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master list of
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material usage variances from
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pending changes in
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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 & task 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]
crm accounts and
[1]
incidents and
[1]
incident workbench and
[1]
maintaining task lists for
[1]
task 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]
dynamic filters
creating new
[1]
master list of
[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]
filters
dynamic
[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 & task
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]
task 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]
task lists
maintenance of
[1]
management of
[1]
opportunities and
[1]
tasks
create recurring
[1]
[2]
creating new
[1]
[2]
templates
[1]
task templates
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]
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]
Search
9. Documents
Chapter 6. CRM Module
9. Documents
9.1. List Documents