QAD Browses

Agenda Introduction/History Browse Selection Browse Columns Browse – Other Features/Uses “Work Flow” Example – PCO Processing Question and Answer

Introductions Brian Clark Joined Logan Consulting in 1997 Equity Partner in the Firm QAD implementation experience since 1997 Manufacturing and Distribution Focus

RESULTS TRAINING (Character Based)

WHAT RESULTS LOOK(ED) LIKE LOGAN CONSULTING

ADDING / DELETING FILES LOGAN CONSULTING

REORDERING / ADDING FIELDS LOGAN CONSULTING

FORMATTING THE REPORT LOGAN CONSULTING

FORMATTING FIELDS LOGAN CONSULTING

DEFINING A NEW REPORT LOGAN CONSULTING Item Planning Report Item Number Description Order Policy Order Period Order Quantity 1234567 Resistor - 10 ohm POQ 10 0 First Sort Criteria Second Sort FG Item Type Only!! Print Count for each Order Policy and Total LOGAN CONSULTING

Browses Browses provide a method of displaying some or all of a particular data set. QAD provides canned browses as well as providing a tools for you to create your own browses. A Browse can be a stand alone program or it can be attached to a field – also known as a drill down. A lookup can be attached to a field. It can return a value to a selected field.

Basic Sales Order Detail Browse Click Search to retrieve browse results based on criteria

Browse – Search Criteria

Filters and Operators

Browses – Selection Criteria Click + to add another selection field

Browses – Selection Criteria Range allows the user to use the “From”/”To” functionality typical in a QAD Report.

Browses – Selection Criteria Click x to remove an existing selection field

Browses – Selection Criteria Click Clear All to remove all selection criteria

Browses – Selection Criteria Toggle variable mode allows you to change your user entered criteria into system criteria. Date fields offer options such as “Today”, “Yesterday”, “Tomorrow” Number fields offer other number fields for comparison

Browses – Selection Criteria The last item in the field selection box is “Search for” If you select this field, it will search every field that is displayed in your browse for whatever criteria you enter, and highlight the results in yellow.

Browses - Columns Filter option (funnel to right of column heading) Drag / Drop column headings to re-arrange Right click column heading, select hide column to remove the column from the display Like Excel, you can change column width by dragging

Right-Click Column Options

Browses - Columns Select Columns to display/hide.

Grouping Browse Results

Program Navigation – Lookup Browses Right click on the column headers to: -Add columns that contain additional information -Remove columns with irrelevant information Add a summary to the end of the browse – Count, total, average, etc

Summarizing Browse Results

Browse Actions Menu

Export to Excel

Browses Workflow: Send the browse to another user Auto Go: Set to auto-run browse every X second.

Browses

Browses Right-click on any field that is blue and it will lead you to other programs, and default in some basic information.

Browse Report

Browse Collections

Browse Construction Understand the File Relationships required to support the browse with Entity Diagrams document. Understand the Fields within the Files to construct the output with Data Definitions document. Introduce any logic in the construction of the browse to ensure optimal performance for the user and the environment. Follow an SDLC-light policy for this process.

Browse Construction Utilize a naming convention that will allow simple segregation of Custom Browses from QAD browses

Browse Publication

Browse – Data Integrity Construct a “Super Browse” for each critical table. Publish on the Menu and encourage users to Save As their Favorite. Implement the Auto-Start capability to keep the data at the top of their list.

Browse – Data Integrity Follow the field sequence to allow quick CIM fixes.

Browse – Transaction Integrity Construct a Browse to identify specific negative operational conditions: Negative Quantities on Hand Over-Issuing of Components against Work Order Open, Dated Pre-Shipper/Shippers Also identify high priority operational conditions: Items in Inspection Status “Clearing Locations” Evaluate Action Messages in a manageable fashion

Browse – Transaction Integrity

Browse – Transaction Integrity

PCO Example Product Change Order “Workflow” Desire to Assign PCO for maintenance prior to submitting for approval. Making a change to a Submitted PCO is equivalent to rejecting the PCO. Simple Solution with existing functionality in .Net. Perhaps add a more complex solution later…

PCO Example Repurpose the User Code 1 field to represent “Assigned To”

PCO Example Below shows the Entity Diagram for the PCO Maintenance Tables relevant to this example:

PCO Example Below shows the Data Definitions for the PCO BOM Table relevant to this example:

PCO Example Create a Primary Browse for the Browse Collection Header

PCO Example Create Supporting Browses as Required. Below is the Item Data section of the PCO Maintenance Screen…

PCO Example The Product Structure Section of the PCO Maintenance Program…

PCO Example Finally, the Routing Section of the PCO Maintenance Program.

PCO Example Construct the PCO Browse Collection to pull them all together.

PCO Example Execute the PCO Collection with Live Data…

PCO Example Right Click on the PCO Number… …and go into PCO Maintenance.

Mobile Browse Application

Mobile Browse App User: mfg Password: <blank> URL: 167.3.244.212:55080/browse

Mobile Browse App

Mobile Browse App

Mobile Browse App

Question and Answer

Thank You!