1. QAD Browses

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

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

4. RESULTS TRAINING (Character Based)

5. WHAT RESULTS LOOK(ED) LIKE
LOGAN CONSULTING

6. ADDING / DELETING FILES
LOGAN CONSULTING

7. REORDERING / ADDING FIELDS
LOGAN CONSULTING

8. FORMATTING THE REPORT
LOGAN CONSULTING

9. FORMATTING FIELDS
LOGAN CONSULTING

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

11. 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.

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

13. Browse – Search Criteria

14. Filters and Operators

15. Browses – Selection Criteria
Click + to add another selection field

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

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

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

19. 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

20. 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.

21. 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

22. Right-Click Column Options

23. Browses - Columns
Select Columns to display/hide.

24. Grouping Browse Results

25. 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

26. Summarizing Browse Results

27. Browse Actions Menu

28. Export to Excel

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

30. Browses

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

32. Browse Report

33. Browse Collections

34. 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.

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

36. Browse Publication

37. 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.

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

39. 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

40. Browse – Transaction Integrity

41. Browse – Transaction Integrity

42. 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…

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

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

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

46. PCO Example
Create a Primary Browse for the Browse Collection Header

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

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

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

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

51. PCO Example
Execute the PCO Collection with Live Data…

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

53. Mobile Browse Application

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

55. Mobile Browse App

56. Mobile Browse App

57. Mobile Browse App

58. Question and Answer

59. Thank You!