New Features and Changes 1 Lori Braun QAD Business System Analyst Continental Structural Plastics QAD 2011 Login When logging in choose the database in the login screen Select prod for production live data ID: 230405
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Slide1
QAD 2011
New Features and Changes
1
Lori Braun
QAD Business System Analyst
Continental Structural PlasticsSlide2
QAD 2011 Login
When logging in, choose the database in the login screen.
Select ‘prod’ for production (live data), ‘
test’ or ‘train
’ for testing / training (depending on your company’s setup).2Slide3
Initial Setup Each Computer
On conversion, each computer / login combination needs to be setup
Tools / OptionsSet these based on company preference
General: Show Workspace Selector: TrueGuide Me: Enabled – Set to True
Home Page: Home Page URL - Clear field(Initial = Processes / Install Microsoft Silverlight)Allow Multiple Applications: True (more than 1 session open)
Configure left navigation panel
Messages panel – can’t be seen
3Slide4
QAD Favorites
Favorites now reside on the server instead of
on individual computers based on user ID.Need to be re-created 1 time on conversion.
Best to run each browse, export to Excel, then save or print the Search Conditions on the 2nd
worksheet.For shared user ID’s for ‘casual’ users (ex: rpt), each user should create their own Favorites folder.
4Slide5
Quick Search
Create Quick Search folder(s)
Drag ONLY Browses into folder – no reports or inquiries.
Will search all fields in all browses
5Slide6
Quick Search
Combine multiple browses into one Quick Search Folder to search all browses at one time using
Starts With,
Equals, or Contains.
6Slide7
Quick Search
Quick Search will
: Open all browses in the folder.
Search ALL FIELDS in each one based on the Starts With/Equals/Contains
field entry.Select the appropriate records.Highlight the field that contains the matching selection.
7Slide8
Workflow
QAD Internal “Email”
To use workflow, click on Actions, then click on
Workflow.
8Slide9
Workflow
QAD Internal “Email”
“To” field: Enter QAD USER ID
. Create a message the same as an Outlook email.
Be sure to keep the Blue Highlighted link with the screen name.When message is complete, click Send.
9Slide10
Workflow
QAD Internal “Email”
When signed into QAD, receiver will see a notice they have a message in their inbox.They will also see the number of unread messages on the left.
10Slide11
Workflow
QAD Internal “Email”
Click on Inbox
to view your messages
11Slide12
Email from Inside QAD
(Inbox)
Click on Inbox
to open email.All the basic email options are available:
View, create a New message, Reply,
Reply All
,
Forward
,
Delete
.
12Slide13
Email from Inside QAD
(From a Maintenance Screen)
You can also create an email inside a maintenance screen.
Click on Actions, then click on
Email.
13Slide14
Email from Inside QAD
(From a Maintenance Screen)
Program URL:
Click on OK. This will take the screen URL (location name) and copy it into a clipboard. It will also open an email in Outlook.
The Outlook screen will have a spot for pasting the URL. Highlight “[Paste URL here]”, right click, and click on
Copy
.
14Slide15
Email from Inside QAD
(From a Maintenance Screen)
Outlook email with the URL posted. It displays:
Screen name Key Field entry (in this case, the item number)
URL
You may also add personal notes to the email,
ie
: “You may now add Group to this record”.
QAD must be open before clicking on the link.
When you receive an email with the URL, click on either link, they will both go to the same screen in QAD.
15Slide16
Email from Inside QAD
(From a Maintenance Screen)
For Outlook email links to QAD ONLY, Click
on Yes
when you see this ‘potential security concern’ message.
16Slide17
Email from Inside QAD
(From a Maintenance Screen)
You will be taken to the screen that was emailed to you.
17Slide18
Image and Text Capture
(All Screens Except Browses)
To capture an image, click on
Copy
, then click on Image. The image is captured to a clipboard, and can be pasted wherever you want: Email, MS Word, Excel, etc. You can NOT copy the image inside QAD’s email.
To capture text, click on
Copy
, then click on
Text
.
18Slide19
Text Capture
(All Screens Except Browses)
The text is captured to a clipboard, and can be pasted wherever you want: Email, MS Word, Excel, etc. You CAN copy the text inside QAD’s email.
Frame: Item
Item Number: 398311
Description: Tennant Main Frame
Unit of Measure: EA
Frame: Item Data
Prod Line: FG
Item Type:
Drawing:
Added: 10/28/2001
Status: AC
Revision:
Design Group:
Group: Tennant
Drawing
Loc
:
Sales:
Promo Group:
Price Break Category:
19Slide20
Browse Export Options:
Export to CSV, Excel, or PDF
Click on
Actions
, then click on Export to CSV. You will see a dialog box, and can choose where to save the file. This can then be pulled into Excel and modified as needed.
You can, as always, export directly to
Excel
.
You can also click on
Export to PDF
, and a PDF copy of the browse will display.
20Slide21
Browse Export Options:
Export to PDF
21Slide22
Browse Conversion to a Report
Click on
Actions
, then on
Report.
22Slide23
Browse Conversion to a Report
The browse will automatically be converted to a report inside QAD. This report can be printed and / or saved.
23Slide24
Browse Conversion to a Report - Selections
After clicking on ‘
Filter
’, ‘
Document’ dropdown allows selection of multiple output formats: ‘Document, PDF, PDF Read Only, TIFF, RTF, Excel, Plain Text’.
After converting a browse to a report, click on ‘
Filter
’ . . .
Then click on ‘
Settings
’ for . . .
General, Date Format and Decimal Format options.
24Slide25
Browse Conversion to a Report - Selections
Click on
Viewer
:
Allows you to select report ‘View Size
’, ‘
Page Width
’, ‘
One Page
’, ‘
Two Pages
’, ‘
First / Last / Previous / Next Page
’.
25Slide26
Browse Modifications: Selection ‘Not Equals’
There is now a
NOT EQUALS
selection. There is no longer a requirement to enter 2 selections,
Less Than and Greater Than.
26Slide27
Browse Modifications
Card View converts a browse from a row format to a column format.
Ability to select/deselect multiple columns at one time.
Add/Hide Columns
Card View
27Slide28
Browse Modifications: Add to Favorites
When adding
a browse
to Favorites, there is no longer a pop up dialog box requiring a file save. Just click on
Add to Favorites. The screen is added to your list, and you will see a pop up box advising “This browse has been saved to your Favorites menu”.
Screens / reports / inquiries will still be added by dragging them into the Favorites list.
28Slide29
Browse Modifications
Additional dropdown list selections include: ‘
Today
’, ‘
Tomorrow
’, ‘
Yesterday
’, ‘
Current /Last: Year / Quarter / Month / Week
’, ‘
Next/Last: 7/30/60/90/120 Days
’, etc.
Calendar dropdown now displays either previous and current month or current and next month, depending on what’s in the field when the dropdown is clicked.
Calendar Dropdown
Today, Tomorrow, etc.
29Slide30
Open With: .NET User Interface
Some screens have an additional
Open with
option. Right click on screen name, left click on Properties, left click on Program, click the ‘Open with:’ drop down arrow. Select .NET User Interface.
30Slide31
Open With: .NET User Interface
The screen opens as a browse. In this instance, for Product Structure Maintenance, drag an item or product structure to the bottom screen.
31Slide32
Open With: .NET User Interface
The product structure displays as an indented list. Click on the
+
sign to open a lower level product structure.
32Slide33
Open With: .NET User Interface
Double click on the desired item to modify any fields for that item.
Switch to Desktop or Terminal to add to a product structure.
33Slide34
End Lines – PO/SO Maintenance
Some screens now have an “
End Lines
” option instead of a ‘
Back’ selection.
34Slide35
Output to Text
In the Output field, type ‘Text’.
Additional options include:
Print – Select printer
Preview – Print preview
Save – Select folder, enter save file name
PDF – Creates PDF document
35Slide36
Operational Metrics
There are multiple operational metrics screens available. These will allow all facilities to report based on the same metrics.
36Slide37
Operational Metrics
37