Transcript Title Slide - QAD manufacturing management and Enterprise

MFG/PROductivity
Getting the most out of your .NET UI
Stacy Green, BravePoint
MWUG March 2012
Agenda
 Introduction
 The Challenge
– Information needed from multiple sources
 Pulling it all Together
–
–
–
–
External Website
Internal Document Library
QAD Maintenance Function
QAD Browse
 Browse Collections
 Questions and Answers
 Next Steps
The Challenge…
Data comes from multiple sources
The Present – So we installed .NET. Now what?
Browses allow users to get what they need faster
Browse URL Links pull the information together
Browse Hyperlink (Browse URL)
– Link
– Link
– Link
– Link
to
to
to
to
external web pages
internal document libraries
a QAD maintenance function or report
a QAD browse
– Links can be either general or specific.
They can apply to 1 value only, or all values
Example 1 – External Link
Customer Service needs to find out the status
of a shipment for a customer
– When was the order shipped?
– What’s the Bill of Lading or Tracking number?
– When will it be delivered?
Setting up an External Link
1. What field do you want to link to?
– Ctrl + F in a maintenance function
– Right-click on the top of the column and click Properties or
use Browse Maintenance
Setting up an External Link (c’td)
2. Where do you want to go?
Setting up an External Link (c’td)
3. Browse URL Maintenance, 36.20.10.11, mgburlmt.p
Setting up an External Link (c’td)
4. Link is visible if you Right-Click on the field
Setting up an External Link (c’td)
5. Clicking the link opens a new window
Example 2 – External Document
Item Images are stored in a central document
library on a network drive
– Is this the right part?
Link to a Document Library (c’td)
6. Determine what field the link should apply to and
where the link should go
– In this case, the field is idh_part, and it’s going to a local
drive
Link to a Document Library (c’td)
7. Browse URL Maintenance
Link to a Document Library (c’td)
8. Link is available
Link to a Document Library (c’td)
9. Clicking link pulls up the document (in this case, the
image)
Example 3 – Maintenance Function or Report
Accounts Receivable gets a question on an
Invoice sent to a customer
– The customer received an invoice but can’t
remember the number, but would like to have it
reprinted.
Link to a Maintenance Function or Report
10. Determine what program to link to
Link to a Maintenance Function (c’td)
11. Determine what fields to populate
Link to a Maintenance Function (c’td)
12. What is the name of those fields? (Ctrl + F)
General Browse Links
General links can be created for any type of
URL
To replace a value in the URL with the value
of the field in the browse, use
– #b# – beginning of field to replace
– #e# – end of field to replace
– For example, #b#ih_inv_nbr#e#
Link to a Maintenance Function (c’td)
13. Browse URL Maintenance (leave URL blank)
Link to a Maintenance Function (c’td)
14. Enter program and field information
Link to a Browse (c’td)
15. Use Drill-Down/Lookup Maintenance
Other Examples:
Addresses
 Google Maps
Customers and Suppliers
 Web Sites or Catalogs
Users
 Default Printer Setup
General Ledger
 Invoice History,
Transaction History,
Voucher History
More Details About Browse Links
There is virtually no limit to the number of browse
URL links you can create
Links can be to all kinds of documents including PDF,
Excel, Word, JPG, CAD drawings, etc.
Browse Link Maintenance is a similar function that will
open the appropriate maintenance function when you
double-click a record in the browse
Not all versions of QAD may not have 5 fields to link.
In this case, you will need to set up a Browse Collection
Browse URL Link or Browse Collection?
Browse Hyperlinks (URL Link)
– Right-Click to see Browse or Function
– Occasional use
– One linked field to another browse
– One browse or maintenance function at a time
Browse Collection
– All Browses/Functions open together
– Can be used to define or streamline processes
– Multiple linked browses or maintenance functions
– Multiple linked fields
Example – General Ledger Drill-Down
How do I track down where this transaction
came from?
– Invoice History
– AP Payments/Checks
– Inventory Discrepancies
– Travel Expenses
Setting up a Browse Collection
1. Browse Collection Maintenance
Setting up a Browse Collection (c’td)
2. Title your Collection (How it appears on the menu)
Setting up a Browse Collection (c’td)
3. Drag Location on the menu
Setting up a Browse Collection (c’td)
4. Drag Starting Browse to the Collection
Setting up a Browse Collection (c’td)
5. Drag linked Browse underneath the first browse
Setting up a Browse Collection (c’td)
6. Link Browses together – one field or multiple fields
Setting up a Browse Collection (c’td)
7. Drag and link second browse
Setting up a Browse Collection (c’td)
8. Continue dragging Browses and/or other functions
Setting up a Browse Collection (c’td)
9. Save the collection
Setting up a Browse Collection (c’td)
10. Run the collection
Browse Collection Security
Access to Browse Collection Maintenance
– Administrator group for .NET UI, default is
qadadmin
Access to the Collection
– Determined by location in the menu system
– Each individual browse or maintenance function
Other Examples:
Sales & Invoice History
Sample collections included out of the box
– GL Account Setup
– New User Workbench
– Process Sales Orders – AR
– Set up subcontract schedules
– And many more
Questions?
Thank You!
Stacy Green
[email protected]