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 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, , 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  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)

 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