5. Right-Click Menu Options
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5. Right-Click Menu Options

This section contains explanations for the full range of right-click menu options found throughout the xTuple applications. The information is organized by functional area.

5.1. All

The following options are used wherever right-click menus are found:

Copy All

Copies the header and all visible columns and rows to the clipboard in plain-text, TAB-separated format with a carriage return after each row.

Copy Row

Copies all visible columns in the selected rows to the clipboard in plain-text, TAB-separated format without the header information.

Copy Cell

Copies all visible information in the selected cell to the clipboard in plain-text, TAB-separated format without the header information.

Export Contents

Export the data displayed on the screen into your choice of plain-text, CSV, ODF (e.g., Open Office), or HTML file formats. The plain text and CSV files may subsequently be opened in a spreadsheet or other text-editing tool.

5.2. General

These generic right-click options may appear in any functional area of the application:

Delete

Select to delete the specified item.

Edit

Select to edit the specified item.

New

Select to create a new item.

Post

Select to post the specified item.

View

Select to view the specified item.

5.3. Manufacturing

Change W/O Quantity

Select to change the quantity of the specified Work Order.

Close W/O

Select to close the specified Work Order.

Correct Operations Posting

Select to correct Operations Posting for the specified Work Order.

Correct Production Posting

Select to correct Production Posting for the specified Work Order.

Delete Operation

Select to delete the specified Operation.

Delete W/O

Select to delete the specified Work Order.

Edit Operation

Select to edit the specified Operation.

Edit W/O

Select to edit the specified Work Order.

Explode W/O

Select to explode the specified Work Order. Applies only to Open Work Orders.

Implode W/O

Select to implode the specified Work Order. Applies only to Exploded Work Orders.

Inventory Availability by Work Order

Select to view Inventory Availability for the specified Work Order.

Issue Material Item

Select to issue a Work Order Material Item to the specified Work Order.

Post Operations

Select to post Operations for the specified Work Order.

Post Production

Select to post Production for the specified Work Order.

Print Pick Lists

Select to print a Pick List(s) for the specified Work Order(s).

Print Traveler

Select to print a Traveler for the specified Work Order.

Production Time Clock by Work Order

Select to view the Production Time Clock for the specified Work Order.

Recall W/O

Select to recall the specified Work Order to an Exploded state. Applies only to Released Work Orders.

Release W/O

Select to release the specified Work Order. Applies only to Exploded Work Orders.

Reprioritize W/O

Select to change the priority for the specified Work Order.

Reschedule W/O

Select to reschedule the specified Work Order.

Substitute

Select to choose a BOM-defined substitute Item, if any.

View Allocations

Select to view all the Orders where the specified Item is allocated.

View Item-Defined Substitute Availability

Select to view availability of substitute Items defined at the Item level, if any.

View Operation

Select to view the specified Operation detail.

View Requirement

Select to view the specified Work Order Material Requirement detail.

View W/O

Select to view the specified Work Order detail.

View W/O Material Availability

Select to view Work Order Material Availability for the specified Work Order.

View W/O Material Requirements

Select to view Work Order Material Requirements for the specified Work Order.

View W/O Operations

Select to view Work Order Operations for the specified Work Order.

View Parent Sales Order Information

Select to view the parent Sales Order information for the specified Work Order.

View Parent Work Order Information

Select to view the parent Work Order information for the specified Work Order.

Work Order Schedule

Select to view the Work Order Schedule for the specified Work Order.

5.4. Planning Systems

Change Order Type

Select to change the Order Type of the specified Order. Changing the order type will delete and recreate the order then will change Order Type "W/O" to "P/O". Similarly will change Order Type "P/O" to "W/O".

Delete Order

Select to delete the specified Order.

Firm Order

Select to firm the specified Order.

MPS Detail

Select to view the Master Production Scheduling detail for the specified Item.

Release Order

Select to release the specified Order.

Running Availability

Select to view Running Availability for the specified Item Site.

Soften Order

Select to soften the specified Order.

Usage Statistics

Select to view usage statistics for the specified Item.

View Demand

Select to view the demand on the specified Site.

View Load

Select to view the load on the specified Work Center.

View Running Availability

Select to view Running Availability for the specified Item Site.

5.5. Shipping

Issue Line Balance

Select to issue the specified Line Item quantity balance to Shipping.

Issue Stock

Select to issue quantity to Shipping for the specified Line Item.

Issue to Shipping

Select to issue the specified Line Item to Shipping.

Print Shipping Form

Select to print a Shipping Form for the specified Order.

Query Shipment Status

Select to track the specified Order using the supported carrier's website (e.g., UPS).

Return ALL Stock Issued to Order

Select to return all issued Line Item quantity to Inventory.

Return Stock

Select to return some or all of the specified Line Item quantity to Inventory.

Ship Order

Select to ship the specified Order.

Shipping Information

Select to view detailed shipment information for the specified Order.

5.6. Sales

Add to Packing List Batch

Select to add the specified Order to the Packing List Batch.

Cancel Billing

Select to cancel the specified Billing Selection.

Convert

Select to convert the specified Quote to a Sales Order.

Edit Billing

Select to edit the specified Billing Selection.

Edit Characteristic

Select to edit the Characteristic associated with the specified record.

Edit Credit Memo

Select to edit the specified Credit Memo.

Edit Customer

Select to edit the Customer master for the specified Customer.

Edit Item

Select to edit the specified Order Item.

Edit New Order

Select to edit the new Sales Order.

Edit New Order Line

Select to edit the new Sales Order Line Item

Edit Order

Select to edit the specified Order.

Edit Sales Order

Select to edit the specified Sales Order.

Email Order Acknowledgement

Select to schedule the Sales Order for email delivery.

Firm Line

Allows you to firm items on the Sales Order.

Inventory Availability by Sales Order

Select to display Inventory availability for the specified Sales Order.

Invoice Information

Select to view details for the specified Invoice.

New Order Shipments

Select to view Shipments for the new Sales Order.

New Order Shipment Status

Select to view Shipment statuses for the new Sales Order.

Open Line

Select to re-open the specified Sales Order Item.

Print Packing List

Select to print a Packing List for the specified Order.

Print Return Authorization Form

Select to print a copy of the Return Authorization.

Print Sales Order Form

Select to print a Sales Order Form for the specified Order.

Reassign Customer Type

Select to reassign the specified Customer to a different Customer Type.

Reschedule

Select to reschedule the specified Sales Order.

Reserve Line Balance

Select to reserve Inventory quantity for the entire Line Item balance.

Reserve Stock

Select to reserve Inventory quantity for the specified Sales Order Item either by total quantity on hand or by location depending on Configure S/O settings.

Send Electronic Acknowledgement

Select to email an order acknowledgement to the specified Customer.

Select This Order for Billing

Select to choose the specified Order for billing.

Shipments

Select to view all shipments for the specified Order.

Shipment Status

Select to view the status of shipments for the specified Order.

Show Reservations

Show Sales Order Reservations for the specified Item.

Unreserve Stock

Select to remove Inventory reservations for the specified Sales Order Item.

View Bookings

Select to view sales bookings for the specified line.

View Customer

Select to view the Customer master for the specified Customer.

View Item

Select to view the specified Order Item.

View New Order

Select to view the new Sales Order.

View New Order Line

Select to view the new Sales Order Line Item.

View Order

Select to view the specified Order.

View Original Order

Select to view the original Sales Order.

View Sales Detail

Select to view sales history for the specified line.

View Sales Order

Select to view the specified Sales Order.

5.7. Inventory

Adjust this QOH

Select to enter a Miscellaneous Adjustment for the specified Item Site.

Balance Item Site

Select to balance the QOH for the specified Item Site.

Count Slip Edit List

Select to display the Count Slip Edit List for the specified Count Tag, if any.

Create P/O

Select to create a Purchase Order for the specified Item.

Create P/R

Select to create a Purchase Request for the specified Item.

Create W/O

Select to create a Work Order for the specified Item.

Create Work Order

Select to create a Work Order for the specified Item.

Delete Line

Select to delete the specified line item.

Delete Site Type

Select to delete the specified Site Type.

Edit Count Slip

Select to edit the specified Count Slip.

Edit Item Site

Select to edit the specified Item Site.

Edit Line

Select to edit the specified line item.

Enter Misc. Count

Select to enter a Miscellaneous Inventory Count for the specified Item Site.

Edit Site Type

Select to edit the specified Site Type.

Edit Transaction Information

Select to edit information related to the specified transaction.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Issue P/O

Select to create a Purchase Order for the specified Item.

Issue P/R

Select to create a Purchase Request for the specified Item.

Issue Purchase Order

Select to create a Purchase Order for the specified Item.

Issue W/O

Select to create a Work Order for the specified Item.

Issue Work Order

Select to create a Work Order for the specified Item.

List Items in this Inventory Cost Category

Select to display Item Sites using the specified Cost Category

List Item Sites

Select to display a list of Item Sites for the specified Site.

Post Count Slip

Select to post the specified Count Slip.

Post Misc. Production

Select to post Miscellaneous Production for the specified Item.

Relocate

Select to relocated the specified MLC Item from one Location to another.

Reset this QOH to 0

Select to change the Quantity on Hand for the specified Item Site to zero.

Substitute Availability

Select to view availability of substitute Items, if any.

Thaw

Select to thaw the specified Item Site.

Transfer to another Site

Select to transfer Inventory from the specified Site to another Site.

View Site Type

Select to view the specified Site Type.

View All Transactions

Select to view all Inventory transactions for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Availability

Select to view Inventory Availability for the specified Item Site.

View Availability Detail

Select to view Inventory Availability for the specified Item Site.

View Count Tag

Select to view the specified Count Tag.

View Inventory Availability

Select to view Inventory Availability for the specified Item.

View Inventory History

Select to view Inventory history for the specified Item Site.

View Item Inventory History

Select to view Inventory history for the specified Item.

View Item Site

Select to view the specified Item Site.

View Location/Lot/Serial # Detail

Select to view detailed information for the specified Item Site.

View Orders

Select to view all the pending Orders for the specified Item.

View Pending Inventory History

Select to view Inventory transactions for the Item Site since the date the specified Count Tag was created.

View Substitute Availability

Select to view availability of substitute Items, if any.

View Transactions

Select to view transactions for the specified Item Site.

View Transaction Information

Select to view details for the specified transaction.

View Work Order Details

Select to view details for the specified Work Order.

View Work Order Information

Select to view information about the specified Work Order.

5.8. Products

Create BOM

Select to create a Bill of Materials for the specified Item.

Create BOO

Select to create a Bill of Operations for the specified Item.

Create Component Item Site

Select to create an Item Site for the specified Component.

Create User Cost

Select to create a user-defined Costing Element.

Delete Product Category

Select to delete the specified Product Category

Edit Actual Cost

Select to edit the specified Actual Cost.

Edit Bill of Operations

Select to edit the BOO for the specified Item.

Edit BOM

Select to edit the BOM for the specified Item.

Edit BOM Item

Select to edit the specified BOM Item.

Edit BOO

Select to edit the BOO for the specified Item.

Edit Item Master

Select to edit the Item master for the selected Item.

Edit Operation

Select to edit the specified BOO Item.

Edit Parent Item

Select to edit the parent Item.

Edit Parent Item Site

Select to edit the Item Site for the parent Item.

Edit Product Category

Select to edit the specified Product Category.

Edit Standard Operation

Select to edit the specified Standard Operation.

Maintain Item Costs

Select to maintain Costs for the specified Item.

Post Actual Costs

Select to post Actual Costs to Standard Cost for the specified Item.

Post Actual Cost to Standard

Select to post the specified Actual Cost to Standard Cost.

Replace

Select to replace the specified component with another Item.

Update Actual Cost

Select to update the specified Actual Cost.

Update Actual Costs

Select to update Actual Costs for the specified Item.

View Bill of Materials

Select to view the BOM for the specified Item.

View Bill of Operations

Select to view the BOO for the specified Item.

View BOM

Select to view the BOM for the specified Item.

View BOM Item

Select to view the specified BOM Item.

View BOO

Select to view the BOO for the specified Item.

View Costing Detail

Select to view detailed Costing information for the specified Item.

View Item Costing

Select to view detailed Costing information for the specified Item.

View Item Costing Summary

Select to view summarized Costing information for the specified Item.

View Item Master

Select to edit the Item master for the selected Item.

View Operation

Select to view the BOO for the specified Item.

View Standard Operation

Select to view the specified Standard Operation.

5.9. Purchasing

Change Qty

Select to change the Line Item quantity for the specified Purchase Order Item.

Close Item

Select to close the specified Purchase Order Item.

Correct Receipt

Select to correct the received quantity for the specified Receipt.

Correct Receiving

Select to correct the received quantity for the specified Receipt.

Create Credit Memo

Select to create a Credit Memo for the specified Return.

Create Voucher

Select to create a Voucher for the specified Receipt

Delete P/R

Select to delete the specified Purchase Request.

Deliver

Select to schedule the specified Purchase Order for email delivery.

Edit P/O Item

Select to edit the specified Purchase Order Item.

Enter Receipt

Select to enter a Purchase Order Receipt for the specified Line Item.

Mark as Invoiced

Select to mark the specified Receipt as invoiced.

Open Item

Select to open the specified Purchase Order Item.

Print Label

Select to print a Receiving Label for the specified Line Item.

Release P/R

Select to release the specified Purchase Request to Purchasing.

Reschedule

Select to reschedule the specified Purchase Order Item.

Split Receipt

Select to split the specified Receipt into smaller quantities.

View Buy Card

Select to view the Buy Card for the specified Item Source.

View Item

Select to view the specified Purchase Order Item.

View Order

Select to view the parent Purchase Order.

View P/O Item

Select to view the specified Purchase Order Item.

View P/Os

Select to view Purchase Orders for the specified Item Source.

5.10. Accounting

Edit A/R Open Item

Select to edit the specified open item.

Edit Invoice

Select to edit the specified Invoice.

Edit Open Item

Select to edit the specified open item.

Edit Receivable Item

Select to edit the specified A/R item.

Forward Update

Select to forward update the specified Account.

New Cash Receipt

Select to create a new Cash Receipt.

Open

Select to open the specified Accounting Period.

Post Cash Receipt

Select to post the specified Cash Receipt.

Print Statement

Select to print a statement for the specified Customer.

Reverse Journal

Select to reverse the specified Journal posting.

Reverse Posted Cash Receipt

Select to reverse (i.e., void) the specified posted Cash Receipt. You may only reverse Cash Receipts entered in xTuple ERP version 3.3.0 or later.

View A/P Open

Select to view the AP open item.

View Apply to Debit Memo

Select to view the Debit Memo the specified document was applied to.

View Apply to Invoice

Select to view the Invoice the specified document was applied to.

View Apply to Voucher

Select to view the Voucher the specified document was applied to.

View A/R Open Item

Select to view the specified open item.

View Cash Receipt

Select to view the specified Cash Receipt.

View Credit Memo

Select to view the specified Credit Memo.

View G/L Series

Select to view G/L Series information for the specified document.

View G/L Transactions

Select to view General Ledger transactions for the specified Account.

View Invoice

Select to view the specified Invoice.

View Invoice Details

Select to view detailed Invoice information.

View Open Item

Select to view the specified open item.

View Open Items

Select to view open Items for the specified Account.

View Receivable Item

Select to view the specified A/R item.

View Source

Select to view the source document detail.

View Source Credit Memo

Select to view details for the specified Credit Memo.

View Voucher

Select to view the specified Voucher.

Void

Select to void the specified Document.

Void Posted Check

Select to void the specified posted Check.

5.11. CRM

Create Incident

Select to create a new Incident.

Deactivate

Select to de-activate the selected item.

Delete To-Do

Select to delete the specified To-Do Item.

Edit Incident

Select to edit the specified Incident.

Edit To-Do

Select to edit the specified To-To Item.

New Incident

Select to create a new Incident.

New To-Do

Select to create a new To-Do Item.

View Incident

Select to view the specified Incident.

View To-Do

Select to view the specified To-To Item.

Customer Workbench

Select to open the Customer Information Workbench for the specified Customer.

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