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200 More Enhancements for PostgreSQL-powered xTuple Applications 2.3

Posted on 2007-12-26

200 More Enhancements Power xTuple 2.3 Upgrade

Open Source ERP firm adds Yahoo! integration, Returns Management, Job Shop support

xTuple, the leader in open source enterprise resource planning software, announced the general availability of version 2.3 of the xTuple Applications, PostBooks and OpenMFG. Featuring more than 200 community-driven enhancements in just three months, version 2.3 adds:

* support for customer returns and service management;

* an expansion of unit of measure options in sales, purchasing, and inventory;

* better support for job shops and engineer-to-order companies;

* the ability to reserve specific product inventory for particular sales orders;

* and a rich XML-powered interface for external ordering systems, including prebuilt order mapping for web stores powered by Yahoo! Merchant Solutions.

The xTuple Applications are advanced ERP software solutions built with open source components, such as the PostgreSQL database, the Qt toolkit for C++, and the OpenRPT report writer. The fully integrated packages include Inventory Management, Product Definition and Costing, Work Order Management, Manufacturing, Purchasing, Sales, Shipping and Receiving, Project Management, Sales Analysis, Accounts Payable, Accounts Receivable, a full General Ledger, and Corporate/Customer Relationship Management. Both packages are fully multi-currency, multi-lingual, and support a range of multi-layered taxation structures. The commercial OpenMFG product adds Manufacturing Scheduling, Capacity Planning, and several other advanced features.

"The progress in the product from release to release is amazing," said Ritzo Muntinga, president of Oceanside, California-based ElectroSport Industries. ElectroSport manufactures specialized power accessories for the streetbike, dirtbike and ATV aftermarket, and championed the Sales Order Reservations functionality new in version 2.3. "We're very impressed with the functionality and stability of OpenMFG, and the xTuple team's ability to design new features without making the application overly cluttered or difficult to use."

The xTuple online community is growing by leaps and bounds as well; there have been over 40,000 downloads of the PostBooks software, and the project has catapulted into the Top 10 projects on the SourceForge open source repository (out of 165,000). In addition to product enhancements, the open source community has contributed translations of the applications into French, Spanish, Chinese, Russian, and Turkish - with efforts underway in German, Japanese, and several other languages.

PostBooks is available free of charge under the OSI-approved Common Public Attribution License (CPAL). OpenMFG is available under xTuple's innovative hybrid license, whereby customers and partners have full access to the application source code, and any enhancements made to the product flow back to xTuple for review, quality testing, and possible incorporation into the baseline product. Both PostBooks and OpenMFG run equally well on Mac, Windows, and Linux computers, and are fully internationalized with multi-currency, support for multiple tax structures, and multilingual translation packs maintained by the global open-source community. All this and more, including public discussion forums, blogs, and the community issue/bug tracker, can be found at www.xtuple.org.

About xTupleâ„¢:

xTuple (formerly OpenMFG) develops next-generation, enterprise-class business process applications powered by open source software such as Linux, PostgreSQL, and Qt. xTuple products, led by its OpenMFG, OpenRPT and new PostBooks applications, give companies better control over operations, increased productivity, and measurable growth across all areas of their businesses-all at a lower cost of ownership. For more information, please visit the company Web site at www.xtuple.com.

Release Notes

xTuple Applications

OpenMFG - PostBooks

Version 2.3.0 - Final

December 21, 2007

This is the final release for version 2.3.0 of OpenMFG and PostBooks. The complete list of changes incorporated into the release can be found below. Meanwhile, here is a brief summary of the major new features introduced in 2.3.0:

* Return Authorizations

  • See issue #4832 at xTuple.org for a detailed spec

  • Includes Job Costing support

* XML Data Import/Export, featuring Yahoo! Merchant Solutions integration

  • See issue #5886 for more information

* UOM Enhancements

  • See issue #4963 for a detailed spec

* BOM/BOO Revisions

  • See issue #5771 for a detailed spec

* Sales Order Reservations

  • See issue #5438 for more information

* UI configuration memory

* Characteristic Templates

PLEASE NOTE: Users are reminded that custom reports may need to be modified as part of the upgrade process, as application changes sometimes require us to change the queries in the standard reports. In an effort to help you identify which reports have had their queries changed (and how those queries have been changed), we are providing for the first time with this release a detailed diff/listing of all changed queries--including the nature of any changes. This information will be available for any users in a file called reports221to230.txt.


The following features and bug fixes have been added to the application since the release of version 2.3.0RC1:

New Features:

* [Inventory] Added support for bar code scanning of serial numbers on bar code distribution screens

Bug Fixes:

* [A/P] Fixed PostBooks-only issue preventing creation of Misc. Checks for Customers

* [A/P] Made query automatic when jumping to Show Reservations sub windows

* [G/L] Enlarged start/end date fields on Bank Reconciliation screen

* [Accounting] Fixed default ApCheck.xml report definition to show Customer or Tax Authority name

* [Accounting] Fixed issue where Misc. Customer Check were not properly closing the Credit Memos they were applied to

* [Accounting] Fixed issue where R/A Line Items were not being closed after being shipped completely

* [Accounting] Fixed error received when applying Misc. Checks to Customers using wrong Currency

* [Accounting] Added more multi-currency support to Bank Reconciliation screen

* [Accounting] Added support for R/A related documents to View Check Run screen

* [All] Made push buttons in Mac client have more consistently rounded corners

* [All] Improved error messaging as a result of stored procedure errors by making messages data-driven

* [Inventory] Enforced requirement that Serial Numbers be unique

* [Manufacture] Fixed issue where check box memory wasn't working on Work Order Schedule and Buffer Management screens

* [Manufacture] Fixed PostBooks-only error received when viewing Costed Indented BOM screen

* [Products] Fixed BOO screen to be read-only when viewing inactive Revisions

* [Products] Fixed system to only show Sequenced Bill of Materials screen when Routings are enabled

* [Purchase] Fixed PostBooks-only issue where RECEIVE ALL option wasn't working on R/A screen

* [Purchase] Fixed PostBooks-only issue where Purchase Orders could not be selected for Receipt

* [Sales] Fixed error received when canceling an R/A having posted Receipts

* [Sales] Added color-coding to Inventory Availability by Customer Type screen to indicate Orders added to the Packing List Batch

* [Sales] Fixed Mac-only issue where List Price button was overlapping the Price Field on the Sales Order Item screen

* [Sales] Made error message more explicit when attempting to reserve line balance and insufficient qty. is available

* [Sales] Added QOH information to Item Reservations screen header

* [System] Fixed issue where size/position was not being remembered for the main window

* [System] Dis-allowed opening of multiple instances of some windows in free-floating mode

* [System] Fixed issue where saving in Product Configuration screen turned on Routings

* [System] Reduced size of Configure XML import export screen


Release Notes

xTuple Applications

OpenMFG - PostBooks

Version 2.3.0RC1

December 14, 2007

This is the first Release Candidate for version 2.3.0 of OpenMFG and PostBooks. This is primarily a bug fix release, improving on issues discovered by the community during testing of 2.3.0Beta2.

We are also including with this release a beta version of our new-look application-based help files which feature the following:

Help Files

  • New and better navigation (tables of contents, indexes)

  • Fixed screenshot resolution problem

  • Source content migrated to .XML format (DocBook)

  • SourceForge site contains new 'xtupledocs' repository

(PLEASE NOTE: These beta docs cover some but not all of the new 2.3.0 features. Look for the completed 2.3.0 docs in early 2008.)


The following features and bug fixes have been added to the application since the release of version 2.3.0Beta2:

New Features:

* [A/P] Added Vendor Types to Accounting Master Information

* [System] Added default Customer Terms to Sales configuration screen

* [System] Added default Sales Rep option to Sales configuration screen

Bug Fixes:

* [All] Fixed issue where some push buttons in the Mac client appeared asrectangles instead of having rounded corners

* [A/P] Fixed distortion of the Misc. Check screen in the Mac client

* [A/P] Fixed Misc. Check Credit Memo cluster to only show Credit Memos for the selected Customer

* [A/R] Modified default Invoice report definition to handle multi-currency

* [G/L] Prevented editing of Vouchers in view mode

* [G/L] Modified Chart of Accounts report definition to sort Profit Center field correctly

* [Accounting] Fixed issue where Exchange Rate was not being applied correctly to freight charges on multi-currency Invoices

* [Accounting] Modified Summarized Taxable Sales screen to use base Currency by default

* [CRM] Fixed text overlap problem on CRM Account Search screen

* [CRM] Fixed issue preventing linking of Opportunities to To-Dos after the fact

* [Inventory] Fixed problem when printing from right-click menu in Transfer Order master list screen

* [Inventory] Removed references to advanced lot/serial tracking functionality for RMA, etc. from lot-tracking reports because the functionality has not been implemented yet

* [Inventory] Prevented impression that new comments may be added before saving a new Transfer Order item

* [Inventory] Fixed date format inconsistency on TO item screen

* [Inventory] Fixed incorrect TAB order on TO item screen

* [Inventory] Fixed issue in copied Transfer Orders where Line Item Taxeswere not being totaled properly

* [Manufacture] Hid Costing tab on Planned Work Order being released fromMPS/MRP

* [Manufacture] Fixed blank menu on Work Order screen in Mac client

* [Manufacture] Fixed issue with Work Order widget not working properly

* [Manufacture] Required Work Orders for Job Items to be closed if related Sales Order Line Item is closed or canceled

* [Products] Made BOO and BOM screen behavior consistent when viewing inactive Revisions

* [Products] Prevented BOO Revisions from being copied when a BOO is copied

* [Purchase] Fixed issue where PO Item edits were not be saved

* [S/O] Fixed Customer widget problem on S/O Credit Memo screen

* [Sales] Fixed issue leading to SQL error when changing the Tax Authority for a Billing Selection

* [Sales] Added more QOH information in header of Item Reservations screen

* [Sales] Corrected column mis-labeling on List Return Authorizations screen

* [Sales] Fixed issue where RA refund was appearing as a charge when it should have been a credit on the Customer Information Workbench

* [Sales] Fixed Customer Type filter on Allocate Reservations screen

* [Sales] Renamed Shipping Terms to Ship Via on Customer Workbench

* [Sales] Updated RA Check to show correct RA Number

* [Sales] Fixed the Print Credit Memo check box on the RA Workbench

* [Sales] Fixed problem with RECEIVE ALL option on the Return Authorization screen causing receipt entries to be made even for ship and service dispositions

* [Sales] Fixed error received when selecting CANCEL when posting receipts on a new Return

* [Sales] Fixed issue in RA where payment was expected after a substitutewas specified

* [Sales] Fixed issue where a mixed RA Return was not selectable for Receipt

* [Sales] Fixed font sizing problem Customer Characteristics tab

* [Sales] Fixed issue where Warranty Account was not being used when posting Warranty-related RA Receipts

* [Sales] Prevented importation of Sales Order Items on R/A for service unless they are Job Items

* [Sales] Fixed issue where original Sales Order was being disabled prematurely when editing RAs

* [Sales] Prevented credit data from being entered on Return Authorizations unless there are some credit or Return Line Items

* [Sales] Fixed Item lookup on RA Service screen to present only Job Items

* [Sales] Fixed issue where RA (Replace/Immed/None) was being closed Prematurely

* [Sales] Revamped QUERY button methodology on R/A Workbench

* [Sales] Fixed issue where RA Credit Memos were not immediately accessible

* [Sales] Fixed issue preventing conversion of Prospects to Customers when converting Quotes to Sales Orders

* [Sales] Fixed issue leading to an error when processing a Return if no Reason Codes exist

* [Sales] Fixed Pricing schedules to always honor qty. breaks even if more qty. does not give lower Price

* [Sales] Fixed issue with Receipts not posting on RA Line Items screen

* [Sales] Updated PackingList-Shipment report definition to show RA#

* [Sales] Fixed issue where amounts could be entered for RAs defined as Immediate - Credit None

* [Sales] Fixed blank menu bar on RA screen in the Mac client

* [System] Made commission information match on api.custshipto and Ship-To screen

* [System] Fixed MSXSL.exe error received with importing Yahoo Store data

Release Notes

xTuple Applications

OpenMFG - PostBooks

Version 2.3.0Beta2

December 7, 2007


This is the second and final Beta release of version 2.3.0, leading up toan expected Release Candidate at the end of next week. We are in the final stages of the release cycle now, so beta testers are urged to please send us their feedback as soon as possible. This is a bug fix release, andso very few new features have been added since Beta 1.

One highlight of this Beta 2 release is the following:

Job Costing

  • Added Job Item Type

  • Designed for ad-hoc Work Orders

  • Operates outside Standard Costs

  • WIP posts to COGS on shipment

  • Additional Job Cost reporting


The following features and bug fixes have been added to the applications since the release of version 2.3.0Beta1:

New Features:

* [Products] Added Job Costing Item Type and related functionality

* [A/R] Added ability to enter negative amount in Misc. Charge field on Invoice screen

Bug Fixes:

* [A/R] Added multi-currency logic to A/R Open Items list

* [Accounting] Made Return Authorization Credit Memo information visible on the View Check Run screen

* [Accounting] Changed A/R Aging logic to use apply date if no Journal exists

* [Accounting] Fixed issue preventing voiding of posted Checks

* [Accounting] Fixed issue where Tax on Select For Billing screen was incorrect because selling UOM was not being factored

* [Accounting] Added missing A/P menu options to Purchase menu in Neo menu

* [Community] Updated links in Community Menu

* [Inventory] Fixed issue with post function on Inventory distribution screen not handling default Location properly

* [Inventory] Fixed issue preventing partial shipment of MLC Items havingSales Reservation quantity

* [Inventory] Fixed issue resulting in SQL Error at Issue Stock to Shipping

* [Inventory] Enabled printing of Transfer Orders before a Shipment # hasbeen assigned

* [Inventory] Forced Transfer Orders to close when all Line Items are closed

* [Inventory] Updated Inventory Availability logic to include SO Line Items using alternate UOMs

* [Inventory] Modified Inventory | Receiving | Return menu to specify usefor Purchase Order Returns

* [Inventory] Fixed Cost Categories master list report to include TO Liability Clearing information

* [Products] Fixed issue where revision history was being included when copying a BOO

* [Products] Fixed issue in 221 to 23alpha1 Conversion where BOM/BOO links not preserved

* [Reports] Added UOM column to Pick List report definition

* [S/O] Prevented Shipping Asset Account from using wrong values if Costsare changed while Order is at Shipping but not yet shipped

* [S/O] Fixed Windows-only issue preventing use of S/O Credit Memo screenin the case where override numbers were allowed and the cursor was on theC/M Number by default

* [Sales] Fixed problem in client that was causing cobmisc_invcdate on Select Order For Billing screen to be unset

* [Sales] Updated Quote report definition to include UOM, multi-currency,and correct related totaling

* [Sales] Added UOM column to Uninvoiced Shipments screen

* [Sales] Improved wording on insufficient inventory error message at Sales Order entry

* [Sales] Fixed loophole leading to dead end when Return Authorization Item is closed

* [Sales] Fixed issue where unauthorized Return Authorization Lines were showing as eligible for receipt

* [Sales] Fixed issue preventing Checks from being processed to pay Return Authorization Credit Memos

* [Sales] Added Currency information to Return Authorization Workbench

* [Sales] Updated "0 Value" message on Unposted Invoices screen to check for Misc. and Freight charges before giving warning

* [Sales] Fixed issue preventing issuing of non-reserved qty. on Sales Orders having reserved qty.

* [Sales] Fixed issue where sufficient inventory function was subtractingreserved qty. twice

* [Sales] Fixed issue preventing Sales Reservations for complete unreserved qty.

* [Sales] Added missing privileges to update script to enable Sales Reservations

* [Sales] Fixed typo on Sales Config | Returns tab

* [Sales] Automatically Update option on List Open Sales Orders screen does not remember its setting

* [Sales] Removed word "Material" when referring to Return Authorizations

* [Sales] Fixed issue preventing Returns if no Reason Code exists

* [Sales] Fixed tab sequence on Return Authorization Line Item screen

* [Sales] Added Print S/A Special Calendar Form option to Neo menu

* [Sales] Added UOM detail to Sales Order Status report definition

* [Sales] Fixed error received when posting a Replace Upon Receipt ReturnAuthorization

* [Sales] Fixed issue where Return Authorization payment status was not being updated properly when payment complete

* [Sales] Added additional filtering for closed S/O Line Items to Inventory Availability by Customer Type screen

* [Sales] Updated Return Authorization Workbench to identify Credit Memoscreated from RAs which have pending payments

* [Sales] Fixed issue where Return Authorization pricing was not honoringS/O Item UOM

* [Schedule] Fixed error received when attempting to view Running Availability for Purchased Items from Planned Orders by Planner Code screen

* [Schedule] Updated error message to more clearly explain why Work Centers cannot be deleted

* [System] Improves server maintenance utility to add reindex after VACUUM FULL ANALYZE

* [System] Successfully imported XML files are given unique names when renaming them instead of trying to overwrite previously-imported files withthe same name

* [System] Fixed commission mismatch between api.custshipto and Ship-To Screen

* [System] Fixed issue generating error when importing Yahoo Store data using MSXSL.exe

* [W/O] Prevented creation of Work Orders for inactive Items

* [Manufacture] Required Work Order Components to use the parent WIP Account when scrapping from a Work Order

* [Manufacture] Fixed Running Availability screen to correctly calculate Sales Order Item UOM qty.

* [Manufacture] Required Work Order Components to use the parent WIP Account when returning stock from a Work Order

* [Manufacture] Updated Return W/O Material Item screen to handle UOM conversions

* [Manufacture] Fixed issue causing error message when scrapping W/O Components

Release Notes

xTuple Applications

OpenMFG - PostBooks

Version 2.3.0Beta1

November 20, 2007


This is the first Beta release of version 2.3.0, marking the end of new feature development for this release cycle. We move now into refining, testing, and bug fixing mode leading up to the final release.

Highlights of this Beta release include the following:

Sales Order Reservations

  • Added Sales Order configuration metric to "Enable Reservations" - Added Sales Order Item function to "Reserve" and "Unreserve" all or part of an order qty based on a set of reservation netting rules

  • Altered the Issue Stock to Shipping screen to disallow users from issuing more material than is available based on reservation netting

  • Added reports that show Sales Order Availability by Customer/Customer Type

Return Authorizations

  • Enabled processing of Returns

  • Ship, Issue Credits for Returns

  • Import historical Sales Orders

  • Return Authorization Workbench

Characteristic Templates

  • User-defined templates make loading Characteristics easier


The following features and bug fixes have been added to the applications since the release of version 2.3.0Alpha1:

New Features:

* [Accounting] Moved the "Maintain Vouchers" privilege from the Purchasing function to the Accounting function

* [CRM] Added ability to create user-defined templates for Characteristics

* [CRM] Add search capability to both List CRM Accounts and List Contacts

* [Manufacture] Added option to release only firmed orders from the Planned Orders by Planner Code window.

* [Manufacture] Moved UOM field next to Total Qty Required field on IssueW/O Material Item screen

* [Manufacture] Added ability to create Work Orders without a BOM

* [P/O] Added default dates to P/Rs by Planner Code screen

* [Sales] Modified Customer Information Workbench to show Invoices for both $0 and non-$0 amounts on Invoices tab

* [Sales] Added check box to Open Sales Orders screen to enable automaticupdate

* [System] Modified database Updater tool so updates will now be rolled back when an error is encountered

* [System] Changed SoCommentsChanged Event to SoOrderNotesChanged Event

* [System] Reorganized Preferences screen

* [W/O] Added SUBMIT button to Work Order Operation Buffer Status By WorkCenter screen

Bug Fixes:

* [A/P] Fixed SQL error encountered when preparing Check Run

* [A/R] Fixed Sales Credit Memos to calculate properly when amounts are more precise than two decimal places

* [Accounting] Fixed SQL error encountered when correcting Receiving

* [Accounting] Fixed financial reports to only show zero amounts when specified

* [Inventory] Enabled Maximum Desired Cost above $999.00 on Item master

* [Inventory] Fixed issue preventing posting of PO Receipts tied to Expense Categories

* [Inventory] Fixed Qty. field sizing issue in Mac client on Inventory Adjustment screen

* [Inventory] Enabled shipping of Orders with only ShipOrders privilege

* [Inventory] Fixed Sales Order screen to accurately reflect Qty. at Shipping after recalling Orders

* [Manufacture] Fixed error received when scrapping components from a Work Order

* [Products] Fixed blank output when printing Costed Indented BOM report

* [Products] Fixed issue where Revision Number was not visible on BOM if accessed from BOM button on Item master

* [Products] Fixed issue with Revision control malfunction on copied BOMs

* [Products] Fixed issue where Product Revisions were enabled despite Revision Control not being selected

* [Products] Fixed 221 to 23alpha1 conversion script to preserve BOM / BOO link

* [Purchase] Fixed field sizing issues on PO Line Item screen

* [Purchase] Fixed issued where recv_vend_item_number and recv_vend_item_descrip fields in recv table were not being populated correctly when Receiving

* [Purchase] Fixed issue where Correct Receiving action was deleting current Receiving Notes and not appending new Notes

* [S/O] Enabled Customer Discount% functionality on SO Line Item screen in Mac client

* [Sales] Enabled Promise Date field on Sales Order Item screen

* [Sales] Fixed issue preventing removal of Work Orders created from Sales Orders

* [Sales] Fixed Locale date inconsistency in Promise Date field on Sales Order Item screen

* [Sales] Fixed issue where Tax override at Sales Order Item entry was not carrying through to invoicing

* [Sales] Fixed issue preventing Shipping Notes from being entered on theQuote and Sales Order screens

* [Sales] Fixed issue with api.customer view saving wrong decimal precision for commissions


Release Notes

xTuple Applications

OpenMFG - PostBooks

Version 2.3.0Alpha1

November 2, 2007

This is the first Alpha release of version 2.3.0. We are especially interested in feedback from alpha testers on the following new areas of functionality:

UOM Enhancements

  • Extensive changes to normalize Unit of Measure handling/conversions

  • New Selling UOM

  • New UOM for Bill of Materials

  • See issue #4963 in our xTuple.org issue tracker for a detailed spec

BOM/BOO Revisions

  • Encompases Part III of Return Material Authorization (RMA) effort

  • New Bill of Materials/Operations revision-tracking

  • See issue #5771 for a detailed spec

Return Authorizations (Preview)

  • Initial preview of Return Authorizations functionality

  • Encompasses Part I of RMA effort

  • See issue #4832 for a detailed spec

XML Data Import (Preview)

  • Initial preview of XML import utility

  • Uses XSLT mapping to transform XML for import into xTuple databases

  • See issue #5886 for more information

Added UI configuration memory to

  • Grid layouts

  • Window Size/Position

  • Checkboxes when enabled and where applicable

(NOTE: Checkboxes that remember their state are being temporarily indicated by a small '?' symbol when checkbox memory is enabled in user preferences. We would like additional feedback on windows where this behavior should/shouldn't be included.)


The following features and bug fixes have been added to the applications since the release of version 2.2.1:

New Features:

* [System] Memory for checkboxes

* [System] Hide menus that are disabled

* [A/P] GUI Memory

* [A/P] Can A/P (or A/R) 'As-Of' Reports be created?

* [A/R] Need open balance snapshot capability

* [CRM] Characteristics Template

* [CRM] Add ability to search both List CRM Accounts and List Contacts

* [G/L] Add Journal Entry to api schema

* [P/D] BOM uses Inventory UOM rather than Capacity UOM

* [P/O] P/R by Planner Code Default Dates

* [S/O] Copy billing address to credit card

* [W/O] Submit button on dspWoOperationBufrStsByWorkCenter

Bug Fixes:

* [All] CPU usage higher than expected

* [All] Minimize/Maximize window lost of displayed info

* [Inventory] cannot ship with only ship order privilege

* [Inventory] Qty at Shipping is not correct after recalling orders

* [Inventory] Can't Apply Maximum Desired Cost Over $999.00

* [Inventory] Qty field strangely oversized on Inv. Adjustment window on Mac.

* [Inventory] Message popped up on issue stock to shipping screen

* [I/M] TO - Unable to Edit TO Head Comment

* [Manufacture] Cut off date field scrunched up on Mac on Release W/O by Planner Code window

* [P/O] Contact w/no name gives error

* [Sales] tax override at sales order item entry does not carry through to invoicing

* [Sales] Can not remove work order from sales order

* [Sales] Changed Customer Layout

* [Sales] Provide a way to enable the promise date capability in SO

* [System] setting the neo menus, and show menus/toolbars

* [System] Change SoCommentsChanged Event to SoOrderNotesChanged Event

* [System] Saving in Product Configuration turns on Routings in PostBooks

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