PostBooks / xTuple ERP 3.0 Final!

We're very pleased to announce that the final release of xTuple ERP: PostBooks Edition, version 3.0, is now available for download. We hope you'll find it as exciting as we do; there are numerous new features which you've been hearing about over the past several weeks, as well as tools to help power users do even more with the software.

If you're an XTN subscriber, please contact us to have either your test "sandbox" upgraded, or your production system. If you're scratching your head and saying "XT-what?," please have a look at

With the release of 3.0, and work on version 3.1 already underway, we wanted to give you advance notice of the next xTuple community training sessions. We'll be having our xTuple 101 class the week of August 11 here in Norfolk - and the following week of August 18, we will likely be holding two other classes - 102, 201, or 202 (see This is a great opportunity to get up to speed on all the latest developments, and share experiences with other xTuple users. (I might also add that we're just 30 minutes from the beach here, which might make for a nice weekend before or after the training!)

If you're interested in learning more about the training, please contact Carolyn Callaham at 757-461-3022 x109, or email

Thank you, as always for your contributions to the ongoing development of our product, and for your support of xTuple.

Warm regards,

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

Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.0.0
June 20, 2008

This is the final release for version 3.0.0 of xTuple ERP. Many thanks to everyone who has contributed their time and/or financial support to make this milestone release possible. The complete list of changes incorporated into this release can be found below. Meanwhile, here is a brief overview of the major new features introduced in 3.0.0:

* Screen Builder
- Create custom screens without C++
* Assemble To Order (ATO) Configurator
- Configure non-Inventory Items to order
* Advanced Warranty Tracking
- Registration support
- Multi-level Lot/Serial tracking
* User Roles/Groups
- Manage users more efficiently
* Enhanced Localization Support
* Visual Calendars
* Recurring Invoices

The User Guide has a new name. It is now called the Reference Guide, to reflect its long-standing focus on screen-level help. User documentation, as well as Developer documentation, has moved to our new wiki on the xTuple community site. Please visit the wiki at consider becoming a contributor!

The 3.0 Reference Guide (Beta version) is now available on our website at: Or simply select the "reference guide" link in the left-hand navigation pane of the community website. The final 3.0 Reference Guide (and application-based help) will be released shortly.


The following bug fixes have been added to the application since the Release Candidate two weeks ago. Additional detail for each item listed below may be found on our community website at Simply go to the Issue Tracker and select the Changelog option.

Bug Fixes:

* [A/R] Fixed issue where Cash Receipt Journal was printing empty
* [Accounting] Fixed issue on List Unposted Invoices screen preventing cancellation of multi-Invoice print jobs
* [Accounting] Fixed issue leading to unexpected behavior when processing credit cards using new external credit card functionality
* [Accounting] Fixed issue with A/R Aging report not printing full page on Linux
* [All] Fixed alignment of information in the Contacts list
* [Batch Manager] Fixed issue preventing selection of users on the Batch Manager
* [CRM] Fixed issue where screen could lock up when viewing the uses of a Contact
* [CRM] Fixed issue in PostBooks preventing entry of new CRM Addresses
* [CRM] Fixed issue preventing deletion of CRM Accounts
* [Inventory] Fixed issue where Contact records were not being saved correctly on the Lot/Serial Registration screen
* [Inventory] Fixed issue with Detailed Lot/Serial History report printing blank
* [Products] Fixed issue on Lot/Serial Registration screen where message indicated incorrectly that notes should be saved
* [Products] Fixed issue preventing addition of Characteristics on Lot/Serial Registration screen
* [Products] Fixed issue leading to error message when attempting to create an ad hoc Lot/Serial Number
* [Sales] Fixed issue where data was not being returned in Prices by Customer Type report
* [Sales] Fixed issue giving error when selecting to copy a Pricing Schedule
* [System] Fixed issue in PostBooks preventing entry of new CRM Contact
* [System] Fixed issue leading to error when canceling a Transfer Order using the manual T/O number generation option

Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.0.0RC
June 6, 2008

This is the Release Candidate for version 3.0.0. It is primarily a bug fix release; however, a small number of small features were added following the Beta release two weeks ago. Thanks to all in the community who have been providing valuable feedback during this entire release cycle. Please continue your testing with the Release Candidate--and look for the final release in two weeks.


The following features and bug fixes have been added to the application since the Beta release two weeks ago. Additional detail for each item listed below may be found on our community website ( Simply go to the Issue Tracker and select the Changelog option.

New Features:

* [A/P] Created WO Pick List showing component Lot/Serial/Location information
* [Accounting] Added “external credit card processor” which does all of the database work of and YourPay but uses a dialog box to collect details from the user instead of contacting the credit card company
* [Accounting] Updated the AP Aging report to give users the choice between returning results based on the document date or the distribution date
* [Manufacture] Added warning to help prevent over posting of Work Order Operations
* [Manufacture] Added ability to change W/O quantity when when W/O is released and in process
* [Manufacture] Added ability to reschedule and reprioritize Work Orders when W/O is released and in process
* [Sales] Created API views for Item Pricing
* [System] Added support for basic Employee records

Bug Fixes:

* [Accounting] Changed the 'apopen_docdate' to be the 'vohead_docdate' and moved the distribution date to a new field called 'apopen_distdate' * [A/R] Fixed inaccurate currency error received when creating miscellaneous Invoices
* [A/R] Fixed issue where the 'insertInvoiceLineItem' function used by api.invoiceline had the tax_id and taxtype_id fields switched in the SELECT clause
* [CRM] Fixed issue preventing Incidents from being saved in PostBooks
* [Inventory] Added lot/serial registration sequence which was missing in 3.0 beta database
* [Inventory] Updated the Print Labels screen to allow printing of RAs and TOs
* [Inventory] Removed requirement that users have MaintainSalesOrders privilege to be able to issue stock to Shipping
* [Inventory] Improved performance of Inventory transaction processing when using Multiple Location Control
* [S/R] Made several improvements to ensure tracking number and freight information in Ship Order screen
* [Manufacture] Fixed issue preventing substitution of W/O material requirements
* [Manufacture] Fixed issue preventing editing of BOM substitutions
* [Manufacture] Fixed issue where zero qty. material requirement was creating a material variance error
* [Manufacture] Removed the Cost tab from Work Order screen if user doesn't have privilege to view costing information
* [Manufacture] Alled return of W/O material requirements for "None" tracked Item Sites
* [W/O] Fixed cause of error received when imploding Work Orders
* [Products] Fixed List Price to be hidden on Item master Characteristic tab if Item not configured
* [Products] Added warning before allowing changes to Inventory UOM if doing so would orphan existing transactions
* [Products] Disallowed deletion of Item UOM conversions that are in use
* [Purchase] Updated Purchase Order report so it prints even if Terms are not specified
* [Purchase] Fixed correct receiving transaction to create timestamp in the database
* [Sales] Modified Net Unit Price field on S/O Line Item screen to use Sales Price Locale
* [Sales] Fixed weights to show correctly in shipping information based on UOM of line item
* [Sales] Added auto-numbering support to API views for Account and Customer
* [Sales] Enlarged the "City" field in the Address cluster to improve display in Mac environments
* [Sales] Modified SummarizedSalesByCustomerType report definition to correctly calculate multi-currency amounts
* [Sales] Enforced requirement of Customer Name when creating new Customers
* [System] Enabled editing of credit card numbers
* [System] Fixed issue with dialog windows not remembering their size consistently
* [System] Fixed Locale/Date issue which returned year as 1908
* [System] Renamed "Form Builder" to "Screen Builder"

Release Notes
xTuple ERP
OpenMFG/Standard Edition/PostBooks
Version 3.0.0Beta
May 23, 2008

This is the first Beta release of version 3.0.0. Thanks to all who provided feedback on the Alpha release over the past week.

The 3.0.0 release contains a number of significant new features. As always, we are very interested to hear from beta testers who may be seeing this new functionality for the first time. So please download and use the beta--and send us your feedback!

Here's a summary of the major new features:

Form Builder

You can now make small changes to existing windows and add new windows
to the application without learning C++. A Design submenu has been
added to the System menu which lets you load Qt User Interface files
into the database, create menu items to trigger those UI files, and
write JavaScript to run against either these new UI files or when the
application loads precompiled windows. You will need Qt Designer to
create the new UI files; if you want to use xTuple's custom widgets in
your UI files then you will need to install a development environment
to build the widgets library.

Assemble To Order (ATO) Configurator

It is now possible to configure non-Inventory Items--namely Job Type
and Reference Type Items. Configuration begins at the Item level,
where List Prices may be associated with Characteristics. When these
Characteristics are selected at Sales Order Item entry, the Line Item
Price is incremented accordingly. Likewise, Item Characteristics for
Job Items can be associated with BOM Items.

Advanced Warranty Tracking

Added the ability to pre-assign lot/serial numbers to Return
Authorizations, enforced on receipt. Also includes the following:

* Multi-level historical trace
* Lot/Serial Characteristics
* Lot/Serial Warranty Registration for sold items
* Purchase warranty tracking for lot/serial controlled items

User Roles/Groups

Now administrators may set application-level privileges to Groups and
then assign individual Users to these Groups. This simplifies the
process of configuring application security. Changes to Group privileges
automatically apply to Users who are members of those Groups. A user
may be assigned to multiple Groups and may be granted additional
privileges if necessary.


The Locale definition has changed. Rather than specifying the details
of how numbers and dates should be formatted and the name of the
translation file, Locales now contain language and country selectors,
which are used to build the translation file name automatically. The
formats for dates, times, and numbers are then determined automatically
based on the chosen language and country. The precision of different
types of numeric value displayed by the application is now specified
directly instead of as full numeric format strings.

Part of this work involved adding visual Calendars to date fields
throughout the application.)


The following features and bug fixes have been added to the applications since the Alpha release last week. Additional detail for each item listed below may be found on our community website ( Simply go to the Issue Tracker and select the Changelog option.

New Features:

* [System] Added the ability to add tabs to tab widgets with scripting
* [System] Added basic Employee record
* [S/O] Added triggers for Sales Order so that Comments are added when the Ship Via is changed and when the Order is added to the Packing List Batch

Bug Fixes:

* [A/R] Renamed column header on CC Payments tab on Customer Information Workbench from "S/O #" to "Document #" for clarity
* [A/R] Fixed issue where selecting a Cash Receipt for deletion opened it in edit mode instead
* [Accounting] Fixed issue where overlapping Credit Memo and Invoice Numbers could result in incorrect information displaying on the Invoice Register and AR Applications screens
* [A/R] Fixed issue where pgcrypto error was shown on Cash Receipt Edit List even though Credit Cards not enabled
* [CRM] Fixed issue on Incident Workbench where clicking RESET caused usertype widget to change setting
* [CRM] Removed description column in Order Activity by Project display because it was not being used
* [CRM] Fixed issue where "Relationships" option sometimes not available when adding new CRM Account
* [G/L] Changed label from "QTD, Prior Year QTD" to "QTD, Prior Year Quarter" on the system-defined basic Income Statement for clarity
* [I/M] Fixed issue preventing purge of Count Slips and Count Tags on current day's date
* [Inventory] Added Exp. Cat. label which was missing from the Expense Transaction screen
* [Inventory] Fixed issue where username was not displaying on Reset QOH Balances screen
* [Products] Fixed issue preventing copying of BOM, BOO, and Used At information or Job Items on Copy Item screen
* [System] Fixed TAB focus problem in date widget


The following features and bug fixes have been added to the applications since the release of version 2.3.2. Additional detail for each item listed below may be found on our community website ( Simply go to the Issue Tracker and select the Changelog option.

New Features:

* [Accounting] recurring invoices
* [Accounting] Add right click drill down to Shipments by Sales Order from G/L Transaction Window
* [A/R] api.invoice/invoiceline views
* [Accounting] Show amounts in Billing Selections
* [A/P] Add invoiced column to Voucher Line Items Window that shows the quantity invoiced on the voucher.
* [CRM] CRM Account/Customer/Prospect/Vendor/Tax Authority need auto number generation
* [CRM] CRM-UI-03 4. Assign lead to sales location
* [CRM] CRM-UI-01 .5 The system shall track the user that entered the lead
* [CRM] Add contact number to contact cluster
* [CRM] To-Do List sort by Due Date
* [CRM] CRM-UI-03 5. Assign a lead to a sales rep.
* [CRM] Add address number to address table and view
* [CRM] New View and Update Logic for CONTACT
* [Inventory] There should be a facility to print labels on transfer orders
* [Inventory] Allow changing the date of Inventory transactions
* [Inventory] Add ability to conduct forward and backward multi-level trace on lot/serial controlled item
* [Inventory] Add ability to record and track warranty information for purchased items
* [Products] Reference items must be configurable
* [Reports] Patch to characteristicstostring() function
* [Sales] Quote should have an expiration date
* [Sales] CRM-UI-01 Add API View for Prospect
* [Sales] Add warranty registration tracking for sold items.
* [Sales] Implement Advanced Warranty Tracking on serial lot control
* [Sales] Modified custTrigger to include recording comment for discount percent change
* [Schedule] Run MRP by Item with option to explode children
* [System] date fields on windows (DLineEdits) do not honor locale setting for dates
* [System] POS-ERP-56 Allow the user to select the number of days to keep processor logs
* [System] Add display of Patch information to Database Information window
* [System] Add groups/roles for user maintenance
* [System] Change system administrator account from 'mfgadmin' to 'admin'
* [System] Add Form Builder functionality
* [System] Add Assemble to Order (ATO) Configurator functionality for Job Items
* [System] Add checkbox memory to search windows.
* [All] Add system metric that allows setting the Auto Update interval

Bug Fixes:

* [Accounting] Check re-print sequence
* [Accounting] gltrans trigger does not properly check notes config/state
* [A/P] Selecting 'Cancel' button in the addresses list of the vendor, crashes the application
* [A/P] Updating the item controls by ABC class crashes the application
* [Accounting] Clean up Invoice window layout
* [A/P] Vouchering Taging bug
* [A/R] negative invoices still possible
* [Accounting] The working of the checkboxes under the account option of an Adhoc Financial Report is not as expected
* [Accounting] View Financial Report Display - Colunn Heading Only Shows 1 of Two Lines
* [A/P] It is possible to save an blank Cost Category
* [A/P] Able to create empty tax code and tax types
* [A/P] Upon editing the substitutes doesn't get updated
* [A/P] Upon selecting unposted vouchers screen, 'Vouchering Edit List' screen is getting opened
* [A/P] Able to create two pricing schedule items with same quantity to break and different prices for the same item
* [A/P] Deleting S/O line items and accepting cancel S/O you cannot save next S/O in same screen
* [A/R] Credit card 'Cash Receipt' posts 'cash twice.
* [CRM] Incident Serial number search doesn't work properly
* [Inventory] More verbose error message needed at shipping
* [Inventory] Create Item Site Util - Needs Stocked/ROP Check - No Recs Created
* [I/M] Transform just sits there w/o error
* [Inventory] MLC item sites can lock during item site distribution
* [Inventory] Packing List For TO Always Shows 0 Packed Qty
* [Inventory] Issue stock to shipping always reset itself
* [Inventory] Performance Issues when distributing stock with many locations
* [Manufacture] Upon saving the workorder without any changes in the edit mode gives error message
* [Products] Item Search shows "Error" for Job items under Type column
* [P/O] Must Add 2 Contacts For New Vendor or Error Results
* [Purchase] Select vendor on New item source causes crash
* [Purchase] Entries in the Vendors List does not stay in sorted order after adding a new vendor
* [Sales] Resizing problem Pend Avail tab SO Item
* [Sales] Ship To Address Ellipsis Cancel Changes Address
* [Sales] Duplicate RA numbers allowed with manual RA number entry
* [Sales] Quote To S/O - Promise Date Blank
* [Sales] Post Pre-auth Credit Card Charges - Entry Disappears
* [Schedule] MRP using lead time on first pass instead of order group setting
* [Schedule] Clean up Planned Revenue and Expenses

Posted by Ned Lilly 2008-06-20

Log in to post a comment.