Why Should I Enroll In Xtn? Xtuple Open Source Erp For Mac

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XTuple Connect is an extension of xTuple ERP that supports the automated integration of xTuple with other systems, transports xTuple information via mechanisms such as email and FTP, lets you schedule the start-time of long-running reports and database maintenance tasks, and allows setting up and running repeating jobs. Add xTuple to your QuickBooks Desktop and get the full power and functionality of xTuple ERP — robust Inventory Management, MRP, Manufacturing, Planning & Scheduling and so much more — without disrupting your accounting process. Learn More and Schedule a Demo to see how xTuple helps make it better. Real-Time Visibility & Critical Insight.

xTuple Connect is an extension of xTuple ERP that supports the automated integration of xTuple with other systems, transports xTuple information via mechanisms such as email and FTP, lets you schedule the start-time of long-running reports and database maintenance tasks, and allows setting up and running repeating jobs. It may be purchased from xTuple for use with all editions of xTuple ERP. This product guide will show you how to load, configure, and use xTuple Connect.

There are three components to xTuple Connect:

  • The xtConnect package adds features to the xTuple ERP application. These features include new menu options and windows and new buttons and fields on existing windows. These windows, buttons, and fields let you configure xTuple Connect, view email messages, and submit and schedule jobs to the xTuple Connect Batch Manager.

  • The Trojita email clients handle synchronization between email servers and database.

  • The xTuple Connect Batch Manager client is a separate program that does most of the batch processing work. It runs continually, checking for jobs to start and running them at the appropriate time. The xTuple Connect Batch Manager runs the reports, sends the email, downloads files from FTP servers, and more.

Note

Throughout this manual, xtConnect or xtConnect extension package will be used when referring to the extension package that gets loaded into the xTuple Database, xTuple Connect Batch Manager or xTuple Connect Batch Manager client for the stand-alone program that processes the submitted and scheduled jobs, and xTuple Connect for the xTuple ERP add-on as a whole. Trojita is described in more detail in Section 1, “How Email Integration Works”.

When you submit a job to the xTuple Connect Batch Manager, you specify a time for the job to start. Jobs are stored on the database awaiting xTuple Connect Batch Manager processing. The queue of jobs waiting to be processed can be viewed through the xTuple ERP application client or the xTuple Connect Batch Manager client. We will cover these points—as well as many more—in greater detail later in this product guide.

The user account preferences section enables users to customize the look and feel of their main application window. Users can also specify various application defaults. While users have the ability to modify their own preferences, only those users granted the MaintainUsers privilege can change another user's preferences. To access the user account preferences area, go to xTuple > Preferences. The following screen will appear:

When establishing user account preferences, you are presented with the following options:

Current User Account

Select to edit user account preferences for the current user account. This is the only option available to users who do not have the MaintainUsers privilege.

Selected User Account

Select an individual user account to view and/or edit preferences for that user account. This option is only available to system administrators and others who have been granted the MaintainUsers privilege. Only users who have been granted this privilege can edit the preferences of other user accounts. The usernames of all user accounts who are registered on the current database will appear in the list.

Background Image

Select one of the following background image options:

None
Why Should I Enroll In Xtn? Xtuple Open Source Erp For Mac

Select if you do not want to add digital wall paper on the main application work space.

Image

Specify an image definition to create digital wall paper on the main application work space.

Interface Options

Choose from the following options:

Show windows inside workspace

Select to make non-modal screens open within the main desktop window. When this option is selected, you can choose cascaded, tiled, or tabbed window views from the Window menu.

Free Floating Windows

For new xTuple installations, this is the default selection. With this option turned on, all screens will be free-floating and not constrained by the main desktop.

Alternating Row Colors

Select to turn on alternating row colors (white and gray) where lists are displayed in xTuple. If not selected, all displayed rows will appear on a white background with no color distinction between them.

Time Zone

If you are in a different time zone than your database

would like to override the

Up until this point, Postgres was the dictating the server. Overrides the Postgres connection for my session only.

Use Native Application Styling

Select to maintain the legacy interface styling for xTuple ERP. If not selected, the application will use the newer application style.

Manual Refresh Comment Console

Select to manually update the Comment Console on the Social desktop. If not selected, the application will automatically populate the Comment Console with the most recent comment, regardless of type or source.

Ignore Missing Translations

Select to bypass the warning message which may be presented at log in to indicate that a translation file is missing. The warning may be irrelevant in some cases. This option will be useful in situations where the default language is acceptable, even though the country designation on the user's locale might indicate otherwise. For example, in the United Kingdom (UK), the language may be English and the country United Kingdom—allowing for date and time localizations specific to the UK. However, because the default English language translation is acceptable, there's no need for an alternate translation file just for the UK (e.g., xTuple.en_uk.qm).

Enable Spell Check on Text Edit Fields

Select if you want to enable spell checking in most comment, note, and text areas throughout the application. xTuple uses the widely-adopted, open source Hunspell spell checker as the basis for its spell checking feature. By default, the English dictionary files (English.dict and English.aff) are distributed with the product. However, Hunspell dictionaries for other languages are also available for download from many sites on the Internet. The spell checking feature has been designed to operate with a user's locale settings—which means that if you are using a locale other than English (and you have the correct Hunspell dictionary files installed) the spell checker should work in your specified language.

Select to download spell check dictionaries to match the language defined on your user's locale. A message will alert you if no dictionaries are available for your language.

Idle Timeout

Value entered dictates the number of minutes before the client automatically shuts down. To turn the idle timeout feature off, simply set the value to 0.

Auto Launch My User Dashboard in Browser on Login

Select to have your personal dashboard launch in a browser (instead of in the desktop) when you log in to xTuple. If not selected, the My Dashboard will launch in the desktop. For more information about the dashboard feature, please see Section 1.2.8, “My Dashboard Desktop”.

Workbench Dashboard tabs are first

Select to make the dashboard the first tab on all the workbenches where dashboards are used. If not selected, the dashboard will display as the final tab on the workbenches.

Preferred Site

Select one of the following default site preferences:

None

Select if the user does not have a preferred site.

Site

Specify the preferred site. Sites designated as preferred will appear at the top of site list by default—eliminating the need to search the menu for the desired site code. The user may access other sites in these lists in the normal way. Assigning a preferred site is simply a time-saving feature and does not affect user access to site data.

Copy Lists to

Specify how you want text (e.g., displayed lists) to be copied to your computer's clipboard:

Rich Text

Select to preserve font, coloring, and other formatting information for pasting into office applications like Open Office Calc or Excel.

Plain Text

Select to copy only the most basic text information for pasting into simple text editors.

Limit

Define how much data the application will attempt to export when right-clicking on lists and choosing the Export As or Copy to Clipboard options. Setting this limit can help prevent application crashes. For example, if you set the limit to 0.5 GB, then load a list where the total data from all the column headers and cells is greater than 0.5 GB, the exporting process will throw a warning to let you know you've exceeded your limit. If the limit is set to 0, this will be interpreted to mean there is no limit.

Default Delimiter

Choose the default delimiter character to use when copying data (e.g., comma, tab, etc.).

Defaults

Specify preferences for the following defaults:

List Numeric Item Numbers First

Select to list numeric item numbers before alphabetic item numbers in displays featuring item numbers.

Disable ComboBox Wheel Scrolling

Select to prevent mouse scroll wheels from scrolling through drop-down lists (i.e., ComboBoxes). If selected, users will need to manually open drop-down lists to select the desired option.

Default Ellipses Action

Specify whether you want to launch a List view or a Search view after selecting the lookup feature to look up information. The List view corresponds to the standard keyboard shortcut functionality; whereas the Search view corresponds to functionality.

The system allows you to show only those menus which you want to see. To define your menu preference, select the Menu tab. The following screen will appear:

When specifying a preferred menu style, you are presented with the following options:

Note

For a complete list of all the toolbar buttons available for each module, see Section 2.2.7, “Toolbar Buttons”.

Show Inventory Menu

Select to display the Inventory module menu on the user's main application window.

Show Inventory Toolbar
Mac

Select to display the Inventory module toolbar buttons on the user's main application window.

Show Products Menu

Select to display the Products module menu on the user's main application window.

Show Products Toolbar

Select to display the Products module toolbar buttons on the user's main application window.

Show Schedule Menu

Select to display the Schedule module menu on the user's main application window.

Show Schedule Toolbar

Select to display the Schedule module toolbar buttons on the user's main application window.

Show Purchase Menu

Select to display the Purchase module menu on the user's main application window.

Show Purchase Toolbar

Select to display the Purchase module toolbar buttons on the user's main application window.

Show Manufacture Menu

Select to display the Manufacture module menu on the user's main application window.

Show Manufacture Toolbar

Select to display the Manufacture module toolbar buttons on the user's main application window. Officers pc game download.

Show CRM Menu

Select to display the CRM module menu on the user's main application window.

Show CRM Toolbar

Select to display the CRM module toolbar buttons on the user's main application window.

Show Sales Menu

Select to display the Sales module menu on the user's main application window.

Show Sales Toolbar

Select to display the Sales module toolbar buttons on the user's main application window.

Show Accounting Menu

Select to display the Accounting module menu on the user's main application window.

Show Accounting Toolbar

Select to display the Accounting module toolbar buttons on the user's main application window.

Each user has the option of setting up custom keyboard shortcuts, otherwise knows as Hot Keys. These hot keys make it possible to launch individual screens using the keyboard. To set up user-defined hot keys, select the Hot Keys tab. The following screen will appear:

The Hot Keys tab displays information on all existing hot keys, including keyboard keystroke and related action. For more information, please see Section 5.1, “Hot Key”.

To define or modify a user's event notification preferences, select the Events tab. The following screen will appear:

Note

For a complete list of user-defined events see Section 1, “ Inventory Transaction Codes”.

When defining or modifying a user's event notification preferences, you are presented with the following options:

Events

Displays the complete list of system-defined events. Highlight an event and then select a site in the adjacent site column to set the user's event notification preference for that site. Selecting Yes means the user will be notified if the specified event occurs in the specified site. Selecting No means the user will not be notified about the event if it occurs in that site. To globally affect the settings for all sites, double-click on an event. Double-clicking on an event causes the site settings to toggle back-and-forth between Yes and No.

Note

When an event occurs, the event notification button will appear in the lower left-hand corner of the application desktop. This alerts the user that one of the events they subscribe to has occurred. Open the Events screen to view and respond to the event.

Sites

Displays the complete list of sites. Highlight an event in the adjacent Event column and then click a site to set the user's event notification preference for that site. Selecting Yes means the user will be notified if the specified event occurs in the specified site. Selecting No means the user will not be notified about the event if it occurs in that site. To globally affect the settings for all sites, double-click on an event. Double-clicking on an event causes the site settings to toggle back-and-forth between Yes and No.

Alarms offer a method for alerting users when tasks or tasks are due or near due. The preferences may be changed at the local level, but to define a user's global alarm preferences, select the Alarms tab. The following screen will appear:

When defining or modifying a user's global alarm notification preferences, you are presented with the following options:

Event

Select if you would like an alarm to alert you when an event occurs.

Email

Select if you would like an alarm to alert you when a system email has been sent to you.

System Message

Select if you would like an alarm to alert you when a system message has occurred.

System administrators typically set the initial password for their users. But then users often like to set their password to something different. If you are a user and want to change your password, select the Password tab. The following screen will appear:

When changing your password, you are presented with the following options:

Username

Displays your username.

Current Password

Enter your current password.

New Password

Enter your new password.

Retype Password

Retype your new password to verify it. The next time you log in you can use your new password.

To specify advanced user preferences, select the Advanced tab. The following screen will appear:

When specifying advanced user preferences, you are presented with the following options:

Enable Script Debugging

Select to enable automatic script debugging using the Qt Script debugger. If selected, any custom script that contains the debugger command will launch the Qt Script debugger at that point. If you are trying to develop your own custom scripts and want to use the Qt Script debugger, xTuple recommends starting your script with this command.

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Pro

Warning level for outdated script constructs

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Os

Choose the type of warning level for outdated scripts. The available options are Debug, Info, Warning, Critical, and Fatal.

If you have purchased xTuple Connect, it is possible to integrate email with xTuple ERP. You can learn more about email integration in the xTuple Connect Product Guide. To enable email integration for xTuple ERP, select the Email tab. The following screen will appear:

When enabling email integration for xTuple ERP, you are presented with the following options:

Synchronize Email while running application

Select if you want your email to be synchronized with xTuple ERP while xTuple ERP is running. If you don't select this option, your email will not be synchronized.

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Osx

Trojita Location

Browse your computer for the location you want your email data to be stored.

The following buttons are unique to this screen:

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Download

Select to begin synchronizing your email.

Select to stop the email synchronization.

Select to start the Trojita email client, which is used to integrate your email with xTuple ERP. Enter the details of your IMAP mail settings into the Trojita email client