PostBooks open source accounting/ERP/CRM: 2.3 beta 1

Fully integrated ERP, CRM, and accounting for small to midsized businesses. Graphical client runs on Linux, Mac, and Windows (built with open source Qt framework). Business logic resides in PostgreSQL database server. Fully international-ready.


We're pleased to announce the availability of the first beta release of the xTuple Applications, version 2.3.0. It includes substantial new functionality in the area of Returns and Service, Revision Control, a retooling of Units of Measure, and lots of usability improvements (please see the release notes below for more). Please note that this is beta software, not intended for production use. The latest STABLE release is version 2.2.1, also available in downloads.

Please also note that the installers (Windows and Mac), available in the PostBooks-installers package, are still at version 2.2.1, and will only be updated once we've got a final release. So if you want to try the beta, gotta install it yourself!

We look forward to your feedback. If you have any questions or problems, please don't hesitate to contact us.

And for those in the U.S., our best wishes for a Happy Thanksgiving.

Warm regards,


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 Issue W/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 automatic update
* [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 Work Center 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 the Quote 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 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

Ned Lilly
President and CEO
xTuple (formerly OpenMFG)
119 West York Street
Norfolk, VA 23510
tel. 757.461.3022 x101

Posted by Ned Lilly 2007-11-26