7. Sales Module
1. Quote
1.1. New Quote
1.1.1. Quote Item
1.2. List Quotes
2. Sales Order
2.1. New Sales Order
2.1.1. Sales Order Item
2.2. Open Sales Orders
3. Billing
3.1. Invoice
3.1.1. Uninvoiced Shipments
3.1.2. Select All Shipped Orders for Billing
3.1.3. Select Order for Billing
3.1.4. Billing Edit List
3.1.5. Billing Selections
3.1.6. Create Invoices
3.1.7. List Unposted Invoices
3.1.8. Post Invoices
3.2. Credit Memo
3.2.1. New Credit Memo
3.2.2. List Unposted Credit Memos
3.2.3. Credit Memo Edit List
3.2.4. Post Credit Memos
3.3. Forms
3.3.1. Print Invoices
3.3.2. Re-Print Invoices
3.3.3. Send Electronic Invoice
3.3.4. Print Credit Memos
3.3.5. Re-Print Credit Memos
4. Return
4.1. Return Authorization
4.1.1. Return Authorization Item
4.2. List Return Authorizations
4.3. Return Authorization Workbench
5. Retail
5.1. Cash Registers
5.1.1. Cash Register
5.1.2. Retail Sale
5.1.3. Print Options
5.2. Retail Sale Search
6. Lookup
6.1. Quote
6.1.1. Quote Lookup by Customer
6.1.2. Quote Lookup by Item
6.2. Sales Order
6.2.1. Sales Order Lookup by Customer Type
6.2.2. Sales Order Lookup by Customer
6.2.3. Sales Order Lookup by Customer PO
6.2.4. Sales Order Lookup by Item
6.3. Sales Order Status
7. Forms
7.1. Print Sales Order Form
7.2. Print Return Authorization Form
7.3. Packing List Batch
7.4. Print Packing List
7.5. Send Electronic Sales Order Form
7.6. Send Electronic Quote
8. Reports
8.1. Summarized Backlog by Site
8.2. Backlog
8.3. Partially Shipped Orders
8.4. Item Reservations
8.5. Inventory Availability
8.6. Inventory Availability by Sales Order
8.7. Inventory Availability by Customer Type
8.7.1. Reserve Stock to Order
8.7.2. Item Reservations
8.8. Register History
8.9. Detailed Register History
8.10. Earned Commissions
8.11. Brief Earned Commissions
8.12. Tax History
9. Analysis
9.1. Bookings
9.2. Time-Phased Bookings
9.3. Sales History
9.3.1. Sales History Information
9.4. Brief Sales History
9.5. Summarized Sales History
9.6. Time-Phased Sales History
10. Prospect
10.1. Enter New Prospect
10.2. List Prospects
10.3. Search for Prospect
11. Customer
11.1. Enter New Customer
11.2. Customers
11.3. Customer Workbench
11.4. Customer Groups
11.4.1. Customer Group
12. Pricing
12.1. Item List Price
12.2. Update List Prices
12.3. Pricing Schedules
12.3.1. Pricing Schedule
12.4. Update Pricing Schedules
12.5. Pricing Schedule Assignments
12.5.1. Pricing Schedule Assignment
12.6. Sales
12.6.1. Sale
12.7. Reports
12.7.1. Prices by Customer Type
12.7.2. Prices by Customer
12.7.3. Prices by Item
12.7.4. Freight Prices by Customer Type
12.7.5. Freight Prices by Customer
13. Utilities
13.1. Reassign Customer Types by Customer Type
13.2. Update Credit Status by Customer
13.3. Purge Invoices
13.4. Purge Credit Memos
13.5. Allocate Reservations
13.6. Archive Sales History
13.7. Restore Sales History
14. Setup
14.1. Configure
14.1.1. Configure Sales
14.2. Accounting Mappings
14.2.1. Receivables Assignments
14.2.2. Retail Sites
14.2.3. Sales Assignments
14.2.4. Sales Categories
14.3. Master Information
14.3.1. Characteristics
14.3.2. Customer Form Assignments
14.3.3. Customer Types
14.3.4. Sales Reps
14.3.5. Ship Vias
14.3.6. Shipping Charge Types
14.3.7. Shipping Forms
14.3.8. Shipping Zones
14.3.9. Tax Codes
14.3.10. Terms
8. Accounting Module
1. Accounts Payable
1.1. Purchase Order
1.1.1. Enter New Purchase Order
1.1.2. Open Purchase Orders
1.1.3. Release Purchase Order
1.2. Voucher
1.2.1. Enter New Voucher
1.2.2. Enter New Miscellaneous Voucher
1.2.3. Unposted Vouchers
1.2.4. Post Vouchers
1.3. Payables Memos
1.3.1. Enter Miscellaneous Credit Memo
1.3.2. List Unapplied Credit Memos
1.3.3. Enter Miscellaneous Debit Memo
1.4. Payments
1.4.1. Select Payments
1.4.2. List Selected Payments
1.4.3. Prepare Check Run
1.4.4. Create Miscellaneous Check
1.4.5. View Check Run
1.4.6. Void Check Run
1.4.7. Post Check
1.4.8. Post Checks
1.5. Payables Workbench
1.6. Forms
1.6.1. Print Purchase Order
1.6.2. Print Check
1.6.3. Print Check Run
1.7. Payables Reports
1.7.1. Uninvoiced Receipts and Returns
1.7.2. Vouchering Edit List
1.7.3. Open Payables
1.7.4. Payables Aging
1.7.5. Check Register
1.7.6. Voucher Register
1.7.7. Payables Applications
1.7.8. Vendor History
1.7.9. Payables Journal
1.7.10. Check Journal
1.8. Vendors
2. Accounts Receivable
2.1. Invoice
2.1.1. New Invoice
2.1.2. List Recurring Invoices
2.1.3. List Unposted Invoices
2.1.4. Post Invoices
2.1.5. Send Electronic Invoice
2.2. Receivables Memos
2.2.1. New Misc. Credit Memo
2.2.2. List Unapplied Credit Memos
2.2.3. New Misc. Debit Memo
2.3. Cash Receipt
2.3.1. New Cash Receipt
2.3.2. Cash Receipt Edit List
2.3.3. Post Cash Receipts
2.4. Receivables Workbench
2.5. Forms
2.5.1. Print Invoices
2.5.2. Re-Print Invoices
2.5.3. Print Statement by Customer
2.5.4. Print Statements by Customer Type
2.6. Receivables Reports
2.6.1. Invoice Information
2.6.2. Open Receivables
2.6.3. Receivables Aging
2.6.4. Invoice Register
2.6.5. Cash Receipts
2.6.6. Receivables Applications
2.6.7. Deposits Register
2.6.8. Customer History
2.6.9. Sales Journal
2.6.10. Credit Memo Journal
2.7. Customers
3. General Ledger
3.1. Journal Entry
3.1.1. Simple Entry
3.1.2. Series G/L Journal Entry
3.1.3. Unposted G/L Series Entries
3.2. Standard Journals
3.2.1. New Standard Journal
3.2.2. List Standard Journals
3.2.3. List Standard Journal Groups
3.2.4. Post Standard Journal
3.2.5. Post Standard Journal Group
3.3. Post Journals to Ledger
3.4. G/L Reports
3.4.1. G/L Transactions
3.4.2. Summarized G/L Transactions
3.4.3. Journal Series
3.4.4. Standard Journal History
3.4.5. Journals
4. Bank Reconciliation
4.1. Reconcile Bank Account
4.2. Bank Adjustment
4.3. Adjustment Edit List
4.4. Bank Rec Reports
4.4.1. Bank Reconciliation History
4.4.2. Summarized Bank Reconciliation History
5. Financial Statements
5.1. New Financial Report
5.1.1. Income Statement Report
5.1.2. Balance Sheet Report
5.1.3. Cash Flow Report
5.1.4. Ad Hoc Report
5.2. List Financial Reports
5.3. View Trial Balances
5.4. View Financial Report
6. Fiscal Calendar
6.1. Fiscal Years
6.1.1. Fiscal Year
6.2. Accounting Periods
6.2.1. Accounting Period
7. Account
7.1. Chart of Accounts
7.1.1. Account Number
7.2. Companies
7.2.1. Company
7.3. Profit Center Numbers
7.3.1. Profit Center Number
7.4. Subaccount Numbers
7.4.1. Subaccount Number
7.5. Subaccount Types
7.5.1. Subaccount Type
8. Budget
8.1. New Budget
8.2. List Budgets
8.2.1. New Budget
9. Tax
9.1. Search for Tax Authority
9.2. Tax Authorities
9.2.1. Tax Authority
9.3. Tax Zones
9.3.1. Tax Zone
9.4. Tax Classes
9.4.1. Tax Class
9.5. Tax Codes
9.5.1. Tax Code
9.6. Tax Types
9.6.1. Tax Type
9.7. Tax Assignments
9.7.1. Tax Assignment
9.8. Tax Registrations
9.8.1. Tax Registration
9.9. Tax Reports
9.9.1. Tax History
10. Utilities
10.1. Forward Update Accounts
10.2. Duplicate Account Numbers
10.3. Purge Invoices
10.4. Update Late Customer Credit Status
10.5. Create Recurring Invoices
10.6. Synchronize Companies
11. Setup
11.1. Configure
11.1.1. Configure Accounting
11.2. Accounting Mappings
11.2.1. Payables Assignments
11.2.2. Receivables Assignments
11.2.3. Bank Accounts
11.2.4. Bank Adjustment Types
11.2.5. Cost Categories
11.2.6. Expense Categories
11.2.7. Sales Assignments
11.2.8. Sales Categories
11.3. Master Information
11.3.1. Characteristics
11.3.2. Check Formats
11.3.3. Customer Types
11.3.4. Reason Codes
11.3.5. Terms
11.3.6. Vendor Types
9. System Module
1. Schedule System Message
2. Event Manager
3. xTuple Connect Console
3.1. Scheduled Job
4. View Database Log
5. Preferences
5.1. Hot Key
6. Rescan Privileges
7. Maintain Users
7.1. User
8. Maintain Roles
8.1. Role
9. Employees
9.1. New Employee
9.2. List Employees
9.3. Search for Employee
9.4. Employee Groups
9.4.1. New Employee Group
10. Check for Updates
11. Design
11.1. Reports
11.1.1. Report
11.2. MetaSQL Statements
11.2.1. MetaSQL Editor
11.3. Screens
11.3.1. Screen
11.4. Scripts
11.4.1. Script Editor
11.5. Custom Commands
11.5.1. Custom Command
11.6. Packages
11.6.1. Package
12. Utilities
12.1. Maintain CSV Atlases
12.2. Access Control
12.3. Serial Columns
12.4. Import XML
12.5. Export Data
12.5.1. Query Sets and the QuerySet widget
12.5.2. MetaSQL Parameter Editor
12.6. Print Alignment Page
12.7. Create Recurring Items
13. Setup
13.1. Configure
13.1.1. Credit Card
13.1.2. Encryption
13.1.3. Configure Import and Export
13.1.4. Configure xTuple Connect
13.1.5. Database Information
13.1.6. Registration
13.2. Master Information
13.2.1. Calendars
13.2.2. Comment Types
13.2.3. Countries
13.2.4. Currencies
13.2.5. Exchange Rates
13.2.6. Departments
13.2.7. EDI Profiles
13.2.8. Forms
13.2.9. Images
13.2.10. Label Forms
13.2.11. Locales
13.2.12. States and Provinces
14. Exit xTuple ERP
15. Schedule Server Maintenance
Glossary of Terms
A. Additional References
1. Inventory Transaction Types
2. G/L Document Types
3. System-Defined Events
4. Comment Sources
5. Right-Click Menu Options
5.1. All
5.2. General
5.3. Manufacturing
5.4. Planning Systems
5.5. Shipping
5.6. Sales
5.7. Inventory
5.8. [[Products]]
5.9. Purchasing
5.10. Accounting
5.11. CRM
Index
List of Tables
1. Date Shortcuts
2. Toolbar Buttons Master List
1.1. Affect of Batch Size on Manufactured Item Costing
9.1. Arguments Used for Custom Reports
9.2. Arguments Used for Custom Screens
9.3. Arguments Used for Custom Reports
9.4. Arguments Used for Custom Screens
9.5. Values of EDI replacement tokens for different document types
A.1. Inventory Transaction Types
A.2. General Ledger Transactions
A.3. System-Defined Events
A.4. Comment Source Types
最終更新：2011年07月26日 17:50
