Transcript Title Slide - QAD manufacturing management and Enterprise

What’s New in QAD’s .NET UI?
Browse Updates, Guide Me, and more!
Stacy Elwood, BravePoint
MWUG September 2010
Agenda
Introduction
Brief Overview
– New features in Browses
– Guide Me
– Message Box
The ‘Gory’ Details
– How to enable & setup QAD Guide Me
– How to enable/disable QAD Message Box
Other new features
Questions and Answers
Next Steps
Brief Overview: Challenges
“Do more, with less”
“I need a quick report”
“What am I supposed to enter in this screen?”
Internal Communication – Streamlining the process
Brief Overview: New Tools to Help
“Do more, with less”
– New Comparative Browse Search Criteria
makes exception reporting easier
“I need a quick report”
– Export Browses directly to a formatted report
“What am I supposed to enter in this screen?”
– “Guide Me” puts Field Help at your fingertips
Internal Communication – Streamlining the process
– QAD Inbox & Workflow
What’s New in Browses?
Search Criteria
– Compare to other fields
• System automatically determines which fields are the same data type
– Relative Date Formats
(released in .NET 2.8)
• Today, Tomorrow, Yesterday, This Month, This Quarter, etc.
What’s New in Browses? (c’td)
Search Criteria Examples:
– Sales/Customer Service
• Price < Cost
• Due Date > Required Date
• Qty Shipped > Qty Invoiced
– Accounts Payable
• Expected Date > Due Date
• Qty Received <> Qty Invoiced
• Due Date = Today
– Production
• Qty Complete < Qty Ordered
• Actual Run Time > Standard Run Time
• Due Date < Today
– Accounts Receivable
• Qty Shipped <> Qty Invoiced
• Amount Paid < Amount Due
What’s New in Browses? (c’td)
Actions / Export options
– Export to CSV
What’s New in Browses? (c’td)
Actions / Export options
– Report*
or retrofit)
* Note: Requires Report Engine (QAD 2009 + above
What’s New in Browses? (c’td)
Actions / Export options
– Report (ctd)
What’s New in Browses? (c’td)
Actions / Export options
– Report (ctd) (Summaries)
What’s New in Browses? (c’td)
Actions / Export options
– Report (ctd) (Summaries)
QAD “Guide Me”
Displays Field Help as a Tool Tip (includes custom field help)
QAD Message Inbox & Workflow
New Message Box
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Set Browse Criteria, Choose Workflow
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Choose Recipient(s)
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Write a new message
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Send
– Workflow – Recipient gets New Message
Notification when they log in
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Open Inbox
QAD Message Inbox & Workflow
New Message Box (c’td)
– Workflow – Click on Browse hyperlink
– Workflow – Browse opens with criteria selected
The ‘Gory’ Details
How to enable QAD “Guide Me”
How to disable QAD Messages (or any plug-in)
How to enable QAD Guide Me
Guide Me plug-in is disabled by default
Note: As of this presentation, the Guide Me plug-in may require
some manual intervention for use with QAD Standard Edition, since
by default the properties are not in the client-session.xml file.
Affected parameters:
– guideMe.Enabled - Enables or disables Guide Me feature.
– guideMe.Debug - Displays unresolved tokens and enables browser
context menu. Default: False
– guideMe.ShowDelay - Delay in milliseconds before the ToolTip is
displayed. Default: 500
– guideMe.HideDelay - Delay in milliseconds before the ToolTip is
hidden. A value of zero indicates the ToolTip is not hidden until the
mouse leaves the control region. Default: 0.
– guideMe.Animation - Enables and disables tooltip animation
affects. When set to true, this ensures that the Guide Me screen is
displayed gradually on the screen, instead of immediately displaying
and disappearing. Default: true
How to enable QAD Guide Me (c’td)
All users: Edit the client-session.xml file
Certain users: Add a parameter to the shortcut path
on each client – (guideme.enabled:true)
How to disable QAD Message Inbox
New QAD Messaging enabled by default for
QAD 2010 SE (eB2.1 SP10+) and QAD 2010 EE
Edit client-bootstrap.xml
– <!-- A plugin deployed on the client that should not be
initialized. Multiple plugins may be disabled by repeating this
configuration. [plugin key] (bootstrap only)-->
– <!-- for eB2.1 SP10+ no change is needed below -->
– <disable>qad.plugin.messaging2</disable>
Note: For releases prior to QAD 2010, refer to the .NET UI 2.9.1 Release
Bulletin for how to enable or disable the QAD Messaging or other relevant
plug-ins.
Other New Features:
Restrict Configurable Screens by Domain
– By default, Configured Screens set up in one domain are
available and applied to all domains.
– Restrict access to templates for each environment by setting
the configByDomain parameter in setting.dat in the
<QAD>/com/<UI>/mfgpro directory
Configurable Screens Report (36.20.10.17)
– Lists all programs/screens with configured templates
– Details include which security groups run the template as well
as what has been changed
Other New Features: (c’td)
Multiple Attachment Areas
– Allows you to attach documents to multiple fields and/or
frames inside a function, instead of just one
Quick Search (released in .NET 2.8)
– Enables a search across multiple fields and multiple browses.
– Examples:
• Search for a Customer PO in both Sales Order Browse and
Invoice History Browse at the same time
• Search for a description in both pt_desc1 and pt_desc2
QADSH Shell URL command line
– Enables a command line to allow reports to be run in a similar
way to running browses.
Questions?
Next Steps… The More You Know…
.NET UI 2.9.1 is compatible with eB2.1 SP4 and
above, both Standard Edition & Enterprise Edition
.NET UI is available free of charge if you’re current on
QAD Maintenance
.NET UI can run simultaneously with CHAR and GUI
sessions
To install a new version of .NET UI in a test
environment, install Tomcat in a new directory and use a
different port than the production environment!
Thank You!
Stacy Elwood
[email protected]