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QAD 2011

QAD 2011. New Features and Changes. Lori Braun QAD Business System Analyst Continental Structural Plastics. QAD 2011 Login. When logging in, choose the database in the login screen.

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QAD 2011

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  1. QAD 2011 New Features and Changes Lori Braun QAD Business System Analyst Continental Structural Plastics

  2. 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).

  3. Initial Setup Each Computer • On conversion, each computer / login combination needs to be setup • Tools / Options • Set these based on company preference • General: Show Workspace Selector: True • Guide 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

  4. 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 2ndworksheet. • For shared user ID’s for ‘casual’ users (ex: rpt), each user should create their own Favorites folder.

  5. Quick Search • Create Quick Search folder(s) • Drag ONLY Browses into folder – no reports or inquiries. • Will search all fields in all browses

  6. Quick Search Combine multiple browses into one Quick Search Folder to search all browses at one time using Starts With, Equals, or Contains.

  7. 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.

  8. WorkflowQAD Internal “Email” To use workflow, click on Actions, then click on Workflow.

  9. WorkflowQAD 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.

  10. WorkflowQAD 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.

  11. WorkflowQAD Internal “Email” Click on Inbox to view your messages

  12. 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.

  13. 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.

  14. 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.

  15. 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.

  16. 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.

  17. Email from Inside QAD(From a Maintenance Screen) You will be taken to the screen that was emailed to you.

  18. 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.

  19. 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:

  20. 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.

  21. Browse Export Options:Export to PDF

  22. Browse Conversion to a Report Click on Actions, then on Report.

  23. Browse Conversion to a Report The browse will automatically be converted to a report inside QAD. This report can be printed and / or saved.

  24. 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.

  25. 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’.

  26. 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.

  27. Browse Modifications Add/Hide Columns Card View Card View converts a browse from a row format to a column format. Ability to select/deselect multiple columns at one time.

  28. 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.

  29. Browse Modifications Calendar Dropdown Today, Tomorrow, etc. 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.

  30. 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.

  31. 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.

  32. Open With: .NET User Interface The product structure displays as an indented list. Click on the + sign to open a lower level product structure.

  33. 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.

  34. End Lines – PO/SO Maintenance Some screens now have an “End Lines” option instead of a ‘Back’ selection.

  35. 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

  36. Operational Metrics There are multiple operational metrics screens available. These will allow all facilities to report based on the same metrics.

  37. Operational Metrics

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