1. Process Maps “101” An introduction to QAD.NET UI’s Process Maps Stacy Green, BravePoint MWUG Mar 2013

2. Agenda  Introduction  Overview – What are Process Maps? – Conventions followed  Why use them?  Who can use them?  How can we customize them?  Demo  Questions and Answers  Conclusion

3.  1. Supply Chain View Process Maps 101 – Models/Views

4.  2. Vertical Industry View Process Maps 101 – Models/Views

5.  3. Operational Metrics View Process Maps 101 – Models/Views

6.  4. Other Maps Available – Procure-to-Pay – Add-on modules Configurator EAM Warehousing/AIM etc. Check in the QAD Store Process Maps 101 – Models/Views

7.  1. Title & Navigational Hierarchy/Breadcrumb trail Process Maps 101 – Conventions

8.  2. Ellipse – follow to another process map Process Maps 101 – Conventions

9.  3. Rectangle – go to a QAD menu/function Process Maps 101 – Conventions

10.  4. Report – Run a report Process Maps 101 – Conventions

11.  5. Decision – Process splits depending on answer Process Maps 101 – Conventions

12.  6. Predefined Process / Multi Document - Generally a Menu Collection Process Maps 101 – Conventions

13.  7. Manual Process – Process outside of QAD Process Maps 101 – Conventions

14.  8. Manual Input – Input from outside of QAD Process Maps 101 – Conventions

15.  9. Connector – Links nodes together Process Maps 101 – Conventions

16.  1. Big Picture – Help users see how their process can be affected by upstream processes and can affect downstream processes  2. Company Process – It’s rare to find two companies that have the exact same process. Maps can be modified/updated to show your company’s actual process. This may be useful during Audits, etc.  3. Reduce Training Time for New Users – New users can follow a process map which will take them to the actual QAD screen to do the work, instead of needing to learn how to navigate the menu to find what they are looking for Process Maps 101 – Why use them? Examples

17.  1. Process Folder – Defined on Menu A.8.40 / 0.40 By default: –40.1 – urn:pmap:1_VIP_SF –40.2 – urn:pmap:1_SCP_SF –40.3 – urn:pmap:1_OPV_SF  Set up security similar to any other menu. Normally this is left to “*” so that all users may see the processes Process Maps 101 – Security

18.  2. Processes (ellipses) – all users w/ access to map Process Maps 101 – Security

19.  3. QAD Programs (rectangles) – set by Menu Security Process Maps 101 – Security

20.  4. Administration Folder – Process Editor – Process Admin By default, granted to the ‘qadadmin’ security group. Note: By default, user ‘mfg’ also has access without being in the qadadmin group.  Can also allow users access to the Process Editor by adding them to the ‘pronav’ security group. However, they will not be able to see the Process Editor directly on the menu, only in Process Maps Process Maps 101 – Security

21.  1. Open the Procedure Editor then click Open Process Maps 101 – Copy an Existing Process

22.  2. Open the Process Map you want to copy Process Maps 101 – Copy an Existing Process

23.  3. Save the map with your new Name and Owner Note: Recommend using the xx convention to identify as custom Process Maps 101 – Copy an Existing Process

24.  1. Click on an empty space to add a new node Process Maps 101 – Editing a Process Map

25.  2. Update the Node Properties – Label – Title – Tooltip – Mouse fly-over text – Link – Process Map, File, or QAD Menu – Target – Current or New Window – Image – (optional) picture – Icon – (optional) icon – Shape – rectangle, oval, etc. – Style – pre-defined styles with color, etc. – Background Color – Add More Links – more than 1 Link (above) – Cell Borders – define outline Process Maps 101 – Editing a Process Map

26.  2. Update the Node Properties (ctd) Process Maps 101 – Editing a Process Map

27.  2. Update the Node Properties (ctd) Process Maps 101 – Editing a Process Map

28.  3. Save the Process Map Process Maps 101 – Editing a Process Map

29.  4. Preview the Process Map Allows you to test process map by clicking links, etc Process Maps 101 – Editing a Process Map

30.  4. Preview the Process Map Allows you to test process map by clicking links, etc Process Maps 101 – Editing a Process Map

31. DEMO

32. Questions?

33. Additional Info…  Users can add process maps to their favorites  Whenever possible, follow the same conventions for naming your custom process maps as for custom code – eg. “xx”  Note: Labels are generally not shared by Process Maps with QAD ERP. Need to use the Process Label Maintenance  Your System Admin can change the ‘default’ process map to your custom process map

34.  1. Process Administration – Context Parameters –Ovals – lead to other process map Process Maps 101 – Technical Stuff

35.  2. Process Administration – Process Properties –Ovals – lead to other process map Process Maps 101 – Technical Stuff

36. Thank You! Stacy Green sgreen@bravepoint.com