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xTuple ERP User Guide
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xTuple ERP User Guide

Version 2.3

Copyright © 1998-2008 xTuple

March, 2008

Table of Contents

1. Introduction

1.1. Getting Started
1.2. Application Fundamentals

2. Products Module

2.1. Reports
2.2. Item
2.3. Bill of Materials
2.4. Bill of Operations
2.5. Breeder Bill of Materials
2.6. Costing
2.7. Master Information
2.8. Utilities

3. Inventory Module

3.1. Transfer Order
3.2. Physical Inventory
3.3. Receiving
3.4. Shipping
3.5. Transactions
3.6. Forms
3.7. Reports
3.8. Warehouse
3.9. Item Site
3.10. Lot/Serial Control
3.11. Master Information
3.12. Utilities

4. Schedule Module

4.1. Production Plan
4.2. Scheduling
4.3. Constraint Management
4.4. Capacity Planning
4.5. Reports
4.6. Master Information

5. Purchase Module

5.1. Purchase Request
5.2. Purchase Order
5.3. Voucher
5.4. Forms
5.5. Reports
5.6. Vendor
5.7. Item Source
5.8. Master Information
5.9. Utilities

6. Manufacture Module

6.1. Work Order
6.2. Materials
6.3. Operations
6.4. Transactions
6.5. Forms
6.6. Reports
6.7. Utilities

7. CRM Module

7.1. Incident
7.2. To-Do
7.3. Project
7.4. Opportunity
7.5. Reports
7.6. Account
7.7. Contact
7.8. Address
7.9. Master Information

8. Sales Module

8.1. Quote
8.2. Sales Order
8.3. Billing
8.4. Return
8.5. Lookup
8.6. Forms
8.7. Reports
8.8. Analysis
8.9. Prospect
8.10. Customer
8.11. Item Pricing
8.12. Master Information
8.13. Utilities

9. Accounting Module

9.1. Accounts Payable
9.2. Accounts Receivable
9.3. General Ledger
9.4. Bank Reconciliation
9.5. Reports
9.6. Financial Statements
9.7. Fiscal Calendar
9.8. Account
9.9. Budget
9.10. Tax
9.11. Master Information
9.12. Utilities

10. System Module

10.1. Schedule System Message
10.2. Event Manager
10.3. Topic: How Events Work
10.4. Batch Manager
10.5. Topic: Submitting Reports and Jobs to the Batch Manager
10.6. View Database Log
10.7. Rescan Privileges
10.8. Maintain Users
10.9. Schedule Server Maintenance
10.10. Schedule Server Backup
10.11. Configure Modules
10.12. Master Information
10.13. System Utilities
10.14. Print Alignment Page
10.15. Exit the Application

Glossary of Terms

A. Appendix A

A.1. Inventory Transaction Types
A.2. General Ledger Transactions
A.3. System-Defined Events
A.4. Comment Sources

List of Examples

List of Equations

		Next
		Chapter 1. Introduction

Copyright © 1998-2008 by xTuple. All rights reserved.