1. QAD Browses

2. Agenda Introduction/History Rows Columns Other Features/Uses
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. 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

5. RESULTS TRAINING (Character Based)

6. WHAT RESULTS LOOKED LIKE
LOGAN CONSULTING

7. ADDING / DELETING FILES
LOGAN CONSULTING

8. REORDERING/ADDING FIELDS
LOGAN CONSULTING

9. FORMATTING THE REPORT
LOGAN CONSULTING

10. FORMATTING FIELDS
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 – Rows
Browses provide a method of displaying some or all of a particular data set.

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. Filter option (funnel to right of column heading)

17. Browses – Selection Criteria
Click x to remove an existing selection field
Click Clear All to remove all selection criteria

18. 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

19. 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.

20. Browses - Columns 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

21. Right-Click Column Options

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

23. Grouping Browse Results

24. 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

25. Summarizing Browse Results

26. Browse Actions Menu

27. Export to Excel

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

29. Browses

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

31. Browse Report

32. Browse Next Level Browse Construction Browse Collections Browse Charts
Browse Links

33. 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.

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

35. Entity Diagrams – ld_det

36. Browse Maintenance

37. Browse Maintenance

38. Browse Collections

39. Browse Collections

40. Reporting Framework

41. Reporting Framework

42. Creating Charts

43. Creating Charts

44. 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.

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

46. 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

47. Question and Answer

48. Thank You!