mfg/productivity getting the most out of your.net ui stacy green, bravepoint mwug march 2012

MFG/PROductivityGetting the most out of your .NET UI

Stacy Green, BravePointMWUG 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 to external web pages– Link to internal document libraries– Link to a QAD maintenance function or report– Link to 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 URLTo 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

Customers and Suppliers

Users

General Ledger

Google Maps

Web Sites or Catalogs

Default Printer Setup

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

9. Save the collection

Setting up a Browse Collection (c’td)

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 HistorySample 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

sgreen@bravepoint.com