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Index
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Index

A

abc class
defined, Glossary of Terms
updating of, Update ABC Class
absolute calendars
adding periods to, Absolute Calendar Item
creating new, Calendar
defined, Glossary of Terms
account assignments
creating new for a/p, A/P Account Assignment, A/P Account Assignment
for a/p, A/P Account Assignments, A/P Account Assignments
account numbers
adding new subaccount, Subaccount Number
adding new to g/l, Account Number
assigning types to, Account Number
forward-updating and, Account Number
master list of, Chart of Accounts
posting options for, Account Number
subaccount types and, Account Number
subaccounts list and, Subaccount Numbers
account types
assignment of, Account Number
accounting periods
closing of explained, Topic: Closing Periods and Years
creating new, Accounting Period
creating new fiscal year, Fiscal Year
master list of, Accounting Periods
accounts
adding to financial reports, Financial Report Item
creating new, New CRM Account
crm master list of, List CRM Accounts
duplication of, Duplicate Account Numbers
forward-updating of, Forward Update Accounts
accounts payable
aging report for, A/P Aging
check formats for, Check Formats
check journal, Check Journal
defined, Glossary of Terms
payables journal, Payables Journal
posting checks for, Post A/P Check, Post A/P Checks
preparing check runs for, Prepare Check Run
printing checks for, Print A/P Check, Print Check Run
time-phased open items for, A/P Aging
vendor history and, Vendor History
vendor open items, Open Items by Vendor
voiding check runs for, Void Check Run
accounts receivable
account assignments for, A/R Account Assignments, A/R Account Assignments
aging report for, A/R Aging
creating invoices for, New Invoice
creating new assignment for, A/R Account Assignment, A/R Account Assignment
customer history, Customer History
defined, Glossary of Terms
entering cash receipts for, New Cash Receipt
entering credit memos for, Enter Miscellaneous Credit Memo, New Misc. Credit Memo
entering debit memos for, Enter Miscellaneous Credit Memo, Enter Miscellaneous Debit Memo, New Misc. Credit Memo, New Misc. Debit Memo
open items by customer, Open Items by Customer
posting cash receipts for, Post Cash Receipts
time-phased open items for, A/R Aging
workbench for, A/R Workbench
actual costs
automatic updating of at vouchering, Voucher Item Distribution, Voucher Item Distribution
comparison to standard costs, Actual Cost vs. Standard Cost
defined, Glossary of Terms
entering for items, Maintain Item Costs
posting of explained, Posting Actual to Standard
posting to standard, Maintain Item Costs
posting to standard by class code, Post Actual Costs by Class Code
posting to standard by item, Post Actual Costs by Item
rolling up of, Update Actual Costs by Item, Update Actual Costs by Class Code
updating by class code, Update Actual Costs by Class Code
updating by item, Update Actual Costs by Item
updating material costs, Update Actual Costs by Item, Update Actual Costs by Class Code
updating user costs, Update Actual Costs by Item, Update Actual Costs by Class Code
ad hoc reports, Ad Hoc Report
addresses
creating new, New Address
crm master list of, List Addresses
adjustment types
creating new, Adjustment Type
master list of, Adjustment Types
adjustments
entering for bank accounts, Reconcile Bank Account, Bank Adjustment
miscellaneous for inventory, Miscellaneous Adjustment
administrators (see xtuple administrators)
aliases (see item aliases)
alignment pages
defined, Glossary of Terms
allocation
defined, Glossary of Terms
allowable items
in warehouse locations, Warehouse Location
allowable parts
defined, Glossary of Terms
ALT key, ALT Key
API (see application programming interfaces)
application fundamentals, Application Fundamentals
application programming interfaces
defined, Glossary of Terms
ARBL
defined, Glossary of Terms
enforcing in warehouses, Warehouse
arguments
creating new, Custom Command Argument
ATP (see available to promise)
authentication
at log-in, Log In Options
defined, Glossary of Terms
enhanced, Log In Options
requiring SSL for, Log In Options
availability
by item, Item Availability Workbench, Item Availability Workbench
defined, Glossary of Terms
workbench for, Item Availability Workbench, Item Availability Workbench
available to promise
defined, Glossary of Terms

B

backflush
as issue method, Bill of Materials Item
defined, Glossary of Terms
backlog
by customer, Backlog by Customer, Backlog by Customer
by customer group, Backlog by Customer Group
by customer type, Backlog by Customer Type
by item, Backlog by Item, Backlog by Item
by product category, Backlog by Product Category, Backlog by Product Category
by sales order, Backlog by Sales Order
defined, Glossary of Terms
summarized by warehouse, Summarized Backlog by Warehouse, Summarized Backlog by Warehouse
backorders
accepted by customer, Enter New Customer
defined, Glossary of Terms
balance sheet reports, Balance Sheet Report
bank accounts
adjusting balances for, Reconcile Bank Account, Bank Adjustment, Adjustment Edit List
adjustment types for, Adjustment Type
creating new, Bank Account
for credit card transactions, Credit Cards
master list of, Bank Accounts
posting adjustment to, Bank Accounts
posting service charge to, Bank Accounts
reconciliation of, Reconcile Bank Account
specifying for payments, Select Bank Account
used for payables, Bank Account
used for receivables, Bank Account
bank adjustments
edit list for, Adjustment Edit List
entering new, Reconcile Bank Account, Bank Adjustment
bank reconciliations
detailed history of, Bank Reconciliation History
marking checks as cleared, Reconcile Bank Account
marking deposits as cleared, Reconcile Bank Account
posting dates for, Bank Reconciliation History
process for, Reconcile Bank Account
summarized history of, Summarized Bank Reconciliation History
bar codes
defined, Glossary of Terms
batch manager
defined, Glossary of Terms
batch mode
issuing w/o materials in, Issue W/O Material Batch
printing packing lists using, Packing List Batch, Print Packing List Batch by Ship Via, Packing List Batch
return w/o materials using, Return W/O Material Batch
bill-to names
defined, Glossary of Terms
sales history for, Sales History by Bill-To Name
billing
at line item level, Select Order for Billing
controlling quantity for, Select Billing Quantity
edit list for, Billing Edit List
related charges for, Select Order for Billing
select all shipped orders for, Select All Shipped Orders for Billing
select order for, Select Order for Billing
billing edit list, Billing Edit List
billing selections
posting of, Post Billing Selections
bills of lading
defined, Glossary of Terms
numbering of, Warehouse
printing of, Print Shipping Form
bills of materials
adding components in future, Enter New Bill of Materials
adding new components to, Bill of Materials Item
copying of, Copy Bill of Materials
costed indented view of, Costed Indented BOM
costed single level view of, Costed Single Level BOM
costed summarized view of, Costed Summarized BOM
creating new, Enter New Bill of Materials
defined, Glossary of Terms
expired components in, Enter New Bill of Materials
indented view of, Indented Bill of Materials
indented where used view of, Indented Where Used
invalid, Bills of Materials Without Component Item Sites
issue methods for, Bill of Materials Item
linking to BOOs, Bill of Materials Item
master list of, List Bills of Materials
material usage variances from, Material Usage Variance by BOM Item
pending changes in, Pending BOM Changes
revisions for, Enter New Bill of Materials
sequenced view of, Sequenced Bill of Materials
single level view of, Single Level Bill of Materials
single level where used view of, Single Level Where Used
summarized view of, Summarized Bill of Materials
without component item sites, Bills of Materials Without Component Item Sites
bills of operations
creating new operation in, Bill of Operations Item
defined, Glossary of Terms
expired operations in, Enter New Bill of Operations
future operations in, Enter New Bill of Operations
linking to BOMs, Bill of Materials Item
production lead times in, Enter New Bill of Operations
revisions for, Enter New Bill of Operations
wip locations and, Enter New Bill of Operations, Bill of Operations Item
BOM (see bills of materials)
bom-defined substitutions
creating new, Bill of Materials Item
bookings
by customer, Bookings by Customer
by customer group, Bookings by Customer Group
by item, Bookings by Item
by product category, Bookings by Product Category
by sales representative, Bookings by Sales Rep
by ship-to address, Bookings by Ship-To
defined, Glossary of Terms
time-phased by customer, Time-Phased Bookings by Customer
time-phased by item, Time-Phased Bookings by Item
time-phased by product category, Time-Phased Bookings by Product Category
breeder bills of materials
cost absorption in, Breeder Bill of Materials Item
defined, Glossary of Terms
breeder items
adding to bills in future, Enter New Breeder Bill of Materials
adding to breeder bill, Breeder Bill of Materials Item
as by-products, Enter New Breeder Bill of Materials
as co-products, Enter New Breeder Bill of Materials
cost absorption by, Enter New Breeder Bill of Materials
defined, Glossary of Terms
expiration in breeder bills, Enter New Breeder Bill of Materials
browse button, Browse Button
budgets
creating new, New Budget
master list of, List Budgets
buffers
capacity defined, Glossary of Terms
capacity type defined, Topic: Constraint Management Basics
stock defined, Glossary of Terms
stock type defined, Topic: Constraint Management Basics
time defined, Glossary of Terms
time type defined, Topic: Constraint Management Basics
buy cards
defined, Glossary of Terms
part numbers and, Buy Card
relation to vendors, Buy Card
by-products
defined, Glossary of Terms
in breeder bills, Enter New Breeder Bill of Materials

C

calendars
absolute, Calendar
adding periods to, Absolute Calendar Item, Relative Calendar Item
creating new, Calendar
master list of, Calendars
printing for sales analysis, Print S/A Special Calendar Form
relative, Calendar
capacity
daily in work centers, Work Center, Work Center
capacity buffer
defined, Glossary of Terms
capacity buffers
defined, Topic: Constraint Management Basics
scenario explaining, Capacity Buffer Scenario
capacity planning
defined, Glossary of Terms
carriers
defined, Glossary of Terms
cash flow reports, Cash Flow Report
cash receipts
application of, A/R Applications
applying to balance due, Cash Receipt Application
edit list for, Cash Receipt Edit List
entering new, New Cash Receipt
foreign currencies and, Receiving Cash in Foreign Currencies
history of, Cash Receipts by Customer
miscellaneous distribution for, Misc. Cash Receipt Distribution
posting of, New Cash Receipt, Post Cash Receipts
printing journal for, Post Cash Receipts
characteristics
addresses having, New Address
contacts having, New Contact
creating new, Characteristic, Characteristic, Characteristic, Characteristic
creating new for addresses, New Address
creating new for contacts, New Contact
creating new for crm, New CRM Account
creating new for customer, Enter New Customer
creating new for item, Enter New Item
crm accounts having, New CRM Account
customers having, Enter New Customer
defined, Glossary of Terms
for customers, Customers by Characteristic
items having, Items by Characteristic, Enter New Item
master list of, Characteristics, Characteristics, Characteristics, Characteristics
opportunities and, New Opportunity
charge types
creating new, Shipping Charge Type
master list for shipping, Shipping Charge Types
check boxes
setting for remembered, Check Box Memory
check formats
creating new, Check Format
master list of, Check Formats
check journal
printing of, Post A/P Checks, Check Journal
reprinting of, Check Journal
check runs
preparation of, Prepare Check Run
printing of, View Check Run, Print Check Run
problems when printing, Print Check Run
replacing checks in, View Check Run
viewing detailed list of, View Check Run
voiding of, Void Check Run
checks
creating miscellaneous, Create Miscellaneous Check
formats for, Check Formats
marking as cleared, Reconcile Bank Account
posting individual, View Check Run, Post A/P Check
posting multiple, Post A/P Checks
preparing runs of, Prepare Check Run
printing individual, View Check Run, Print A/P Check
printing journal, Post A/P Checks
printing multiple, View Check Run, Print Check Run
register for, Check Register
replacing in check run, View Check Run
replacing voided, Void Check Run
voiding of, View Check Run
child items
defined, Glossary of Terms
class codes
assigning to planner codes, Assign Items to Planner Code by Class Code
capacity uom details for, Capacity UOMs by Class Code
count tags created by, Create Count Tags by Class Code/Warehouse
count tags for, Count Tags by Class Code
creating item sites for, Create Item Sites by Class Code
creating new, Class Code
defined, Glossary of Terms
inventory availability details for, Inventory Availability by Class Code
inventory history details for, Inventory History by Class Code, Inventory History by Class Code
item costs details for, Item Costs by Class Code
item details for, Items by Class Code
item site details for, Item Sites by Class Code
item usage statistics for, Item Usage Statistics by Class Code
master list of, Class Codes
posting actual costs to standard for, Post Actual Costs by Class Code
quantity on hand for, Quantities on Hand by Class Code, Quantities on Hand by Item Group
reassignment of, Reassign Class Code by Class Code
summarize transaction history for, Summarize Transaction History by Class Code
unbalanced qoh details for, Unbalanced QOH by Class Code
updating actual costs for, Update Actual Costs by Class Code
updating out levels using, Update Order Up To Levels by Class Code
updating reorder levels using, Update Reorder Levels by Class Code
updating standard costs for, Update Standard Costs by Class Code
work order history for, Work Order History by Class Code
work order schedule details for, Work Order Schedule by Class Code
co-products
costs absorbed by, Enter New Breeder Bill of Materials, Breeder Bill of Materials Item
defined, Glossary of Terms
in breeder bills, Enter New Breeder Bill of Materials
columns
size remembered for, Column Memory
comma separated value
delimiter options for edi, EDI Form
format for edi, EDI Form
commands
adding custom, Custom Commands
comment types
creating new, Comment Type
master list of, Comment Types
system-defined, Comment Types
user-defined, Comment Types
comments
source types for, Comment Sources
commissions
brief earned, Brief Earned Commissions
defined, Glossary of Terms
earned, Earned Commissions
common application buttons, Common Application Buttons
companies
adding new, Company
master list of, Companies
components
adding new to breeder bill, Breeder Bill of Materials Item
adding to BOMs, Bill of Materials Item
adding to BOMs in future, Enter New Bill of Materials
at w/o posting, Correct Operations Posting
defined, Glossary of Terms
expired from BOMs, Enter New Bill of Materials
expired from breeder bill, Enter New Breeder Bill of Materials
mass expiration of, Mass Expire Component Item
mass replacement of, Mass Replace Component Item
configuration
for credit cards, Credit Cards
for inventory counts, Configuration Options
of accounting module, Configure Accounting
of crm module, Configure CRM
of inventory module, Configure Inventory
of manufacture module, Configure Manufacture
of products module, Configure Products
of purchase module, Configure Purchase
of sales module, Configure Sales
of schedule module, Configure Schedule
constraint management
capacity buffers and, Capacity Buffer Scenario
stock buffers and, Stock Buffer Scenario
time buffers and, Time Buffer Scenario
contacts
creating new, New Contact
crm master list of, List Contacts
searching for, Search for Contact
titles for, Titles
control methods
at item site level, Enter Item Site, Create Item Sites by Class Code
defined, Glossary of Terms
cost categories
creating new, Cost Category, Cost Category
defined, Glossary of Terms
item site details for, Item Sites by Cost Category
master list of, Cost Categories, Cost Categories
costing
actual vs. standard, Actual Cost vs. Standard Cost
as item type, Enter New Item
assigning to items, Assigning Item Costs
entering actual for items, Maintain Item Costs
for co-products, Enter New Breeder Bill of Materials, Breeder Bill of Materials Item
for indented BOMs, Costed Indented BOM
for items by class code, Item Costs by Class Code
for items explained, Topic: Item Costing
for jobs, Job Costing
for manufactured items, Manufactured Item Costing
for single level BOMs, Costed Single Level BOM
for summarized BOMs, Costed Summarized BOM
history by item, Item Costs History
labor costs explained, Labor and Overhead Costs
multi-level explained, Multi-Level Costing
overhead costs explained, Labor and Overhead Costs
posting actual to standard, Maintain Item Costs, Post Actual Costs by Item, Post Actual Costs by Class Code
posting of material costs, Post Actual Costs by Item, Post Actual Costs by Class Code
posting of user costs, Post Actual Costs by Item, Post Actual Costs by Class Code
summary by item, Item Costs Summary
updating of material costs, Update Actual Costs by Item, Update Actual Costs by Class Code, Update Standard Costs by Item, Update Standard Costs by Class Code
updating of user costs, Update Actual Costs by Item, Update Actual Costs by Class Code, Update Standard Costs by Item, Update Standard Costs by Class Code
work centers and, Labor and Overhead Costs
costing elements
associating with items, Maintain Item Costs
creating user-defined, User Costing Element
defined, Glossary of Terms
user-defined, User-Defined Costing Elements
count slips
auditing of, Configuration Options, Configure Inventory
by warehouse, Count Slips by Warehouse
configuration options for, Configuration Options
count tag discrepancies and, Configuration Options, Configure Inventory
defined, Glossary of Terms
edit list for, Count Slip Edit List, Count Slip Edit List
entering of, Enter Count Slip
explained, Topic: Count Tag Basics
mechanics of, Entering Count Slips
posting by warehouse, Post Count Slips
purging posted, Purge Posted Count Slips
count tags
by class code, Count Tags by Class Code
by item, Count Tags by Item
by warehouse, Count Tags by Warehouse
configuration options for, Configuration Options
count slip discrepancies and, Configuration Options, Configure Inventory
creating by class code/warehouse, Create Count Tags by Class Code/Warehouse
creating by item, Create Count Tag by Item
creating by planner code, Create Count Tags by Planner Code
defined, Glossary of Terms
edit list for, Count Tag Edit List
entering of, Enter Count Tag
explained, Topic: Count Tag Basics
mechanics of, Creating Count Tags, Entering Count Quantities, Creating Multiple Count Tags
numbering of, Warehouse
posting by warehouse, Post Count Tags
posting of explained, Posting Count Tags
purging posted, Purge Posted Count Tags
thawing at posting, Post Count Tags
variances and, Inventory Variances Identified
zeroing uncounted, Zero Uncounted Count Tags by Warehouse
zeroing uncounted by warehouse, Zero Uncounted Count Tags by Warehouse
countries
creating new, Country
master list of, Countries
credit cards
adding to customer master, Enter New Customer
bank accounts and, Credit Cards
configuration for, Credit Cards
key files and, Credit Cards
pre-auth limits, Credit Cards
sales orders and, New Sales Order
selecting verification service, Credit Cards
credit memo journals
printing of, Credit Memo Journal
credit memos
adding line items to, New Credit Memo, Credit Memo Item
application of, A/R Applications
applying unapplied, Apply A/P Credit Memo, Apply Credit Memo Amount, Apply A/R Credit Memo, Apply Credit Memo Amount
billing information for, New Credit Memo
charges related to, New Credit Memo
creating new, New Credit Memo
customers associated with, New Credit Memo
defined, Glossary of Terms
discount pricing for, Credit Memo Item
edit list for, Credit Memo Edit List
entering for receivables, Enter Miscellaneous Credit Memo, New Misc. Credit Memo
hold options for, New Credit Memo
list of unapplied, List Unapplied Credit Memos, List Unapplied Credit Memos
list of unposted, List Unposted Credit Memos
numbering of, Configure Sales
posting of, Post Credit Memos
pricing of, Credit Memo Item
printing of, Print Credit Memos
purging records for, Purge Credit Memos
re-printing of, Re-Print Credit Memos
ship-to details for, New Credit Memo
credit status
updating by customer, Update Credit Status by Customer
crm
accounts introduced, CRM Accounts, Addresses, and Contacts
addresses introduced, CRM Accounts, Addresses, and Contacts
contact titles for, Titles
contacts introduced, CRM Accounts, Addresses, and Contacts
incident categories and, Incident Categories
incident priorities and, Incident Priorities
incident resolutions and, Incident Resolutions
incident severities and, Incident Severities
incident workbench and, CRM Incident Workbench
to-do lists and, To-Do List Management
crm accounts
searching for, Search for CRM Account
CSV (see comma separated value)
CTRL key, CTRL Key
cumulative schedules
defined, Glossary of Terms
explained, New Production Plan
currencies
adding new, Currency
master list of, Currencies
currency
cash receipts and, Receiving Cash in Foreign Currencies
exchange rates and, Setting New Exchange Rates
invoices and, Foreign Currency Invoices
custom commands
creating new, Custom Command
master list of, Custom Commands
customer forms
assignment of, Customer Form Assignments
creating new assignment for, Customer Form Assignment
customer groups
backlog for, Backlog by Customer Group
bookings for, Bookings by Customer Group
creating new, Customer Group
master list of, Customer Groups
sales history for, Sales History by Customer Group
time-phased sales history for, Time-Phased Sales History by Customer Group
customer information, Customer Information Workbench
customer relationship management
addresses and, List Addresses
contacts and, List Contacts
creating incidents for, New Incident
creating new accounts for, New CRM Account
creating new addresses for, New Address
creating new contacts for, New Contact
creating to-dos for, New To-Do List Item
crm accounts and, List CRM Accounts
explained, Topic: CRM Basics
incident workbench and, Incident Workbench
incidents and, Incident
maintaining to-do lists for, To-Do List
to-do lists and, To-Do
customer types
backlog for, Backlog by Customer Type
brief sales history for, Brief Sales History by Customer Type
creating new, Customer Type, Customer Type
finding sales orders for, Sales Order Lookup by Customer Type
item pricing for, Prices by Customer Type
master list of, Customer Types, Customer Types
reassignment of, Reassign Customer Types by Customer Type
sales history for, Sales History by Customer Type
sales history summarized by, Summarized Sales History by Customer Type, Summarized Sales History by Customer Type by Item
customers
addresses for, Enter New Customer
assigning forms to, Customer Form Assignments
backlog for, Backlog by Customer, Backlog by Customer
backorders accepted by, Enter New Customer
bookings for, Bookings by Customer
brief sales history for, Brief Sales History by Customer
by customer type, Customers by Customer Type
cash received from, Cash Receipts by Customer
characteristics for, Customers by Characteristic, Enter New Customer
creating new, Enter New Customer
credit cards for, Enter New Customer
credit rating options for, Enter New Customer
default configuration for, Configure Sales
defined, Glossary of Terms
exclusive items for, Enter New Item
exporting information for, Customer Information Export
finding sales orders for, Sales Order Lookup by Customer
groupings of, Customer Groups
history for, Customer History
information about, Customer Information Workbench
item pricing for, Prices by Customer
looking up by quote, Quote Lookup by Customer
master list of, Customers, Customers
open items by, Open Items by Customer
order preferences for, Enter New Customer
partial shipments accepted by, Enter New Customer
return authorizations for, Return Authorization
sales history for, Sales History by Customer
sales history summarized by, Summarized Sales History by Customer
searching for, Search for Customer
tax information for, Enter New Customer
tax registration for, Enter New Customer
time-phased bookings for, Time-Phased Bookings by Customer
time-phased sales history for, Time-Phased Sales History by Customer
time-phased sales history for by item, Time-Phased Sales History by Customer by Item
updating credit status for, Update Credit Status by Customer
warning for lateness, Update Late Customer Credit Status
cycle count tags
creating by warehouse, Create Cycle Count Tags by Warehouse
defined, Glossary of Terms
explained, Topic: Cycle Counting
mechanics of, Creating Cycle Count Tags
cycle counters
creating instructions for, Create Count Tags by Planner Code, Create Count Tags by Class Code/Warehouse, Create Count Tag by Item, Create Cycle Count Tags by Warehouse, Enter Count Tag
defined, Glossary of Terms
cycle counts
by class code explained, Cycle Counting by Class Code
creating instructions for, Create Count Tags by Planner Code, Create Count Tags by Class Code/Warehouse, Create Count Tag by Item, Create Cycle Count Tags by Warehouse, Enter Count Tag
creating tags for, Create Cycle Count Tags by Warehouse
cycle count tags defined, Glossary of Terms
cycle counters defined, Glossary of Terms
defined, Glossary of Terms
explained, Topic: Cycle Counting
freezing inventory during, Create Cycle Count Tags by Warehouse
frequency of, Cycle Count Frequency
updating frequency of, Update Cycle Count Frequency
variances and, Inventory Variances Identified

D

data caches
defined, Glossary of Terms
data entry formats
defined, Glossary of Terms
data import, Import XML
databases
defined, Glossary of Terms
description of, Database Information
identify at log in, Log In Options
information about, Database Information
dates
formats for, Date Shortcuts
debit memos
applying unapplied, Apply Credit Memo Amount, Apply Credit Memo Amount
defined, Glossary of Terms
entering new, Enter Miscellaneous Credit Memo, Enter Miscellaneous Debit Memo, New Misc. Credit Memo, New Misc. Debit Memo
default FOB
in warehouse master, Warehouse
default locations, Enter Item Site, Create Item Sites by Class Code
delivery date variances
item details for, Delivery Date Variances by Item
vendor details for, Delivery Date Variances by Vendor
departments
adding new, Department
master list of, Departments
deposits
register of, Deposits Register
destinations
defined, Glossary of Terms
discounts
applying to open a/p items, Apply Discount
terms for, Billing Term, Billing Term, Billing Term
dispositions
defined, Glossary of Terms
DTD
defined, Glossary of Terms
xtupleapi, Configure Import and Export

E

ECN (see engineering change notices)
EDI (see electronic data interchange)
effectivity
defined, Glossary of Terms
in BOMs, Bill of Materials Item
in BOOs, Bill of Operations Item
effort
defined, Glossary of Terms
electronic data interchange
creating new forms for, EDI Form
creating new profile, EDI Profile
defined, Glossary of Terms
delivery methods for, EDI Profiles
file delimiter options for, EDI Form
invoice delivery using, Post Invoices, E-mail Invoice Form, Post Invoices, E-mail Invoice Form
supported formats, EDI Profiles
email
using for edi, EDI Profile
engineering change notices
defined, Glossary of Terms
for mass expiration, Mass Expire Component Item
for mass replacement, Mass Replace Component Item
in BOMs, Bill of Materials Item
event fences
default for item sites, Configure Inventory
defined, Glossary of Terms
in item sites, Enter Item Site, Create Item Sites by Class Code
event manager
defined, Glossary of Terms
user accessibility and, Event Manager
event notification
defined, Glossary of Terms
events
acknowledgement of, Event Manager
complete list of, System-Defined Events
defined, Glossary of Terms
explained, Topic: How Events Work
fences for, Event Fences
initiation of, Initiating an Event
management of, Event Manager, Topic: How Events Work
notification options for, Notification Options
system-defined, System-Defined Events
exchange rates
adding new, Exchange Rate
establishment of, Setting New Exchange Rates
master list of, Exchange Rates
exclusive
as default configuration, Configure Products
item master control, Enter New Item
execution days
defined, Glossary of Terms
in BOOs, Bill of Operations Item
in work orders, Create W/O Operation
exiting
how to, Exit the Application, Exit the Application
expedite exceptions
defined, Glossary of Terms
expense categories
creating new, Expense Category, Expense Category, Expense Category
defined, Glossary of Terms
master list of, Expense Categories, Expense Categories, Expense Categories
expenses
as inventory transaction, Expense Transaction
expiration
of component items, Mass Expire Component Item
of components in BOMs, Enter New Bill of Materials
of inventory, Expired Inventory
of journals in groups, Standard Journal Group
of operations in BOOs, Enter New Bill of Operations
explosion
automatic by planner code, Planner Code, Planner Code
defined, Glossary of Terms
of work orders, Explode Work Order
exporting
of customer information, Customer Information Export

F

fields
defined, Glossary of Terms
file transfer protocol
using for edi, EDI Profile
financial reports
ad hoc type, Ad Hoc Report
adding accounts to, Financial Report Item
adding groups to, Financial Report Group
adding special items to, Financial Report Special
balance sheet type, Balance Sheet Report
cash flow type, Cash Flow Report
creating new, New Financial Report
income statement type, Income Statement Report
master list of, List Financial Reports
previewing of, Financial Statements
printing of, View Financial Report
trial balances, View Trial Balances
viewing of, View Financial Report
firmed orders
by planner code, Firm Planned Orders by Planner Code
defined, Glossary of Terms
deletion of, Run MRP by Planner Code, Run MRP by Item, Delete Planned Orders by Planner Code
firming
defined, Glossary of Terms
fiscal years
closing of explained, Topic: Closing Periods and Years
creating new, Fiscal Year
defined, Glossary of Terms
master list of, Fiscal Years
FOB (see free on board)
forecast
reporting for mps, New Production Plan
formats
related to dates, Date Shortcuts
forms
creating new, Form
creating new for edi, EDI Form
for labels, Label Forms
for purchase orders, Print P/O Form
for sales orders, Print Sales Order Form
for shipping, Forms, Shipping Forms
for vendors, Print Vendor Form
for work orders, Print Work Order Form
master list of, Forms
forward-updating
defined, Glossary of Terms
performed automatically, Account Number
free on board
at receiving warehouse, Create New Vendor
defined, Glossary of Terms
vendor specified, Create New Vendor
freezing
defined, Glossary of Terms
explained, Topic: Freezing and Thawing
implications of not using, Counting Inventory without Freeze/Thaw
of inventory, Create Count Tags by Planner Code, Create Count Tags by Class Code/Warehouse, Create Count Tag by Item, Create Cycle Count Tags by Warehouse
of item sites, Frozen Item Sites
prior to counting, Freezing Inventory Before Counting
freight
correcting for purchasing, Correct P/O Receipt, Correct P/O Receipt
defined, Glossary of Terms
on invoices, New Invoice
on purchase orders, Enter New Purchase Order, Enter New Purchase Order
on return authorizations, Return Authorization
on sales orders, Ship Order, New Quote, New Sales Order
on transfer orders, New Transfer Order
tax-related, Tax Code, Tax Code
FTP (see file transfer protocol)
future
of components in BOMs, Enter New Bill of Materials
of journals in groups, Standard Journal Group
of operations in BOOs, Enter New Bill of Operations

G

G/L (see general ledger)
general ledger
account numbers in, Chart of Accounts
adding new accounts to, Account Number
adding to series in, Series Journal Entry Item
creating new series in, Series G/L Journal Entry
creating new simple entry, Simple G/L Journal Entry
defined, Glossary of Terms
direct entry accounting, G/L Module Transactions
entering in standard journal, Standard Journal Item
inventory transaction types and, Inventory Transaction Types
multi-currency transactions and, General Ledger Transactions and Multi-currency
options for posting to, Account Number
posting series in, Series G/L Journal Entry
posting simple entry, Simple G/L Journal Entry
summarized transactions in, Summarized G/L Transactions
transaction types listed, General Ledger Transactions
trial balances and, Account Number
viewing transaction series in, G/L Series
viewing transactions in, G/L Transactions
graphics
supported formats, Images

H

hierarchical structure
pattern matching and, Hierarchical Structure
hold
defined, Glossary of Terms
hold types
for quotes, New Quote
for sales orders, New Sales Order

I

images
adding new, Enter New Item, Bill of Operations Item, Image
items associated with, Enter New Item, Item Images
master list of, Images
supported formats, Images
implosion
defined, Glossary of Terms
of work orders, Implode Work Order
importing data
XML, Import XML
incident workbench
introduced, CRM Incident Workbench
incidents
categories for, Incident Categories
creating new, New Incident
creating new categories for, Incident Category
creating new priorities for, Incident Priority, Incident Severity, Incident Resolution
management of, Incident
priorities for, Incident Priorities
resolutions for, Incident Resolutions
severities for, Incident Severities
workbench for, Incident Workbench
income statement reports, Income Statement Report
inventory
accounting for, I/M Module Transactions
allocation defined, Glossary of Terms
availability by item, Inventory Availability by Item, Inventory Availability by Item
availability by sales order, Inventory Availability by Sales Order
availability defined, Glossary of Terms
correcting operations posting, Correct Operations Posting
cycle count configuration, Configuration Options
defined, Glossary of Terms
expiration of, Expired Inventory
freezing at count tag creation, Create Count Tags by Planner Code, Create Count Tags by Class Code/Warehouse, Create Count Tag by Item
freezing during cycle counts, Create Cycle Count Tags by Warehouse
lot assignments and, Assigning Lot Numbers
lot quantity controls, Item Site Control Method
miscellaneous adjustments to, Miscellaneous Adjustment
mlc distribution of, Distributing Quantity, Issuing from Inventory
on order defined, Glossary of Terms
receiving lot quantity, Distributing to Multiple Locations
receiving serial quantity, Distributing to Multiple Locations
relief of defined, Glossary of Terms
reservation utility for, Allocate Reservations
serial number assignments and, Assigning Lot Numbers
serial number controls, Item Site Control Method
shortage defined, Glossary of Terms
slow moving, Slow Moving Inventory
transaction types listed, Inventory Transaction Types
transactions involving, Transactions
variances identified, Inventory Variances Identified
warehouse locations and, Warehouse Locations
inventory availability
by class code, Inventory Availability by Class Code
by item group, Inventory Availability by Item Group
by planner code, Inventory Availability by Planner Code
by source vendor, Inventory Availability by Source Vendor
inventory counts
entering miscellaneous, Enter Miscellaneous Inventory Count
inventory history
by class code, Inventory History by Class Code, Inventory History by Class Code
by item, Inventory History by Item
by item group, Inventory History by Item Group
by order number, Inventory History by Order Number
detailed by location, Detailed Inventory History by Location
inventory transactions
accounting related to, I/M Module Transactions
expense, Expense Transaction
receiving materials, Material Receipt
resetting QOH balances, Reset QOH Balances
scrapping, Scrap
invoices
adding line items to, Invoice Item
as billing tool, Invoice
billing information for, New Invoice
commissions on, New Invoice
creating new, New Invoice
defined, Glossary of Terms
email delivery of, Post Invoices, E-mail Invoice Form, Post Invoices, E-mail Invoice Form
foreign currencies and, Foreign Currency Invoices
freight charges on, New Invoice
information about, Invoice Information
line item pricing for, Invoice Item
numbering of, Configure Sales
posting of, Post Invoices, Post Invoices
printing by ship via, Print Invoices by Ship Via
printing of, Print Invoices, Print Invoices
printing shipping labels for, Print Shipping Labels by Invoice
purging records for, Purge Invoices, Purge Invoices
re-printing of, Re-Print Invoices, Re-Print Invoices
register of, Invoice Register
setting terms for, New Invoice
unposted list of, List Unposted Invoices, List Unposted Invoices
issue methods
backflush as, Bill of Materials Item
mixed as, Bill of Materials Item
pull as, Bill of Materials Item
push as, Bill of Materials Item
term defined, Glossary of Terms
within BOMs, Bill of Materials Item
item aliases
defined, Glossary of Terms
for cross-referencing, Enter New Item
keyboard shortcut for, CTRL Key
related to billing, Enter New Item
related to shipping, Enter New Item
item controls
defined, Glossary of Terms
updating of, Update Item Controls
item costs
by class code, Item Costs by Class Code
creating new, Maintain Item Costs
entering actual cost, Maintain Item Costs
for manufactured items, Maintain Item Costs
for purchased items, Maintain Item Costs
history of, Item Costs History
maintenance of, Maintain Item Costs
summary of, Item Costs Summary
item groups
creating new, Item Groups
inventory availability for, Inventory Availability by Item Group
inventory history for, Inventory History by Item Group
item usage statistics for, Item Usage Statistics by Item Group
master list of, Item Groups
quantity on hand for, Quantities on Hand by Item
work order schedule details for, Work Order Schedule by Item Group
item images
associate with items, Enter New Item
defined, Glossary of Terms
master list of, Enter New Item
viewing of, Item Images
item list price, Item List Price
item options
defined, Glossary of Terms
item pricing
by customer, Prices by Customer
by customer type, Prices by Customer Type
by item, Prices by Item
item sites
by class code, Item Sites by Class Code
by cost category, Item Sites by Cost Category
by item, Item Sites by Item
by planner code, Item Sites by Planner Code, Item Sites by Planner Code
control methods in, Enter Item Site, Create Item Sites by Class Code
cost categories in, Enter Item Site, Create Item Sites by Class Code
creating new, Enter Item Site
creating new by class code, Create Item Sites by Class Code
defined, Glossary of Terms
enforcing order parameters in, Enter Item Site, Create Item Sites by Class Code
event fences explained, Event Fences
event fences in, Enter Item Site, Create Item Sites by Class Code
freezing of, Frozen Item Sites
lead times in, Update Item Site Lead Times
master list of, Item Sites
order parameter settings, Item Site Settings
restricted locations and,