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QAD .NET UI – Tips n Tricks

QAD .NET UI – Tips n Tricks. Stacy Elwood, BravePoint MWUG March 2010. Agenda. Introduction Multiple Servers/Configurations Return Multiple Fields from a Browse Browse Maintenance Security Reporting Engine Operational Metrics Questions and Answers Next Steps. Challenge:

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QAD .NET UI – Tips n Tricks

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  1. QAD .NET UI – Tips n Tricks Stacy Elwood, BravePoint MWUG March 2010

  2. Agenda • Introduction • Multiple Servers/Configurations • Return Multiple Fields from a Browse • Browse Maintenance Security • Reporting Engine • Operational Metrics • Questions and Answers • Next Steps

  3. Challenge: In today’s world, there are often multiple QAD .NET UI environments, including test servers, development servers, and production. Installing .NET UI from a new server overwrites the initial installation. Solution: Set up each server with a unique icon and client destination folder. .NET UI in Multiple Environments

  4. Change the icon name in /apps/tomcat/webapps/qadhome/client/options.js By default, this file reads var Vers=“ 2009 SE” Note: Be sure to leave the space in front! Change icon name

  5. Change the client working directory in /apps/tomcat/webapps/qadhome/configurations/default/client-bootstrap.xml By default, this is &{APPDATA}\QAD\Shell &{APPDATA} =C:\Documents and Settings\userid\Application Data Change client working directory

  6. Run the QAD .NET UI Installation

  7. Run the QAD .NET UI Installation (ctd) • Choose Install a new instance of this application

  8. Run the QAD .NET UI Installation (ctd) • Finish Installation • Icon will be created with new name • Client working directory will be created with new name

  9. Challenge: In some areas of QAD, there is a requirement to return more than one value from a browse. For example, in Voucher Maintenance, if you do a lookup in the Receiver Matching frame, it should also return the PO line. In CHUI, this was handled by scrolling windows. Solution: Configure .NET to return more than one value from a browse. Returning Multiple Values from a Browse

  10. Return Multiple Fields from a Browse

  11. Configuration file for multiple values is /apps/tomcat/webapps/<qadui>/net/lookups/ lookupreturnfields.xml Return Multiple Fields from a Browse

  12. Inventory Location Lot/Serial Reference Work Orders Work Order Number Work Order ID/Lot Routings Routing Operation Start Date Return Multiple Fields – Other Examples:

  13. Challenge: Want to be able to have “power users” create their own browses for their areas. However, once users have menu security access to Browse Maintenance, they can create browses on potentially sensitive data. Solution: Set up table restrictions for Browse Maintenance by user or user security groups (eg “non-fin”). Browse Maintenance – Table Security

  14. Set up Restricted Tables by user or role in /apps/tomcat/webapps/qadhome/configurations/<qadui> /client-session.xml By default, all tables are visible in Browse Maintenance Browse Maintenance – Table Security

  15. Constantly keep tabs on your data Set your own criteria Constant Improvement Operational Metrics

  16. DEMO Operational Metrics

  17. Use a browse as the basis for the report Save Report Criteria to run in a batch Send reports directly to PDF or Excel Schedule jobs Reporting Framework

  18. DEMO Operational Metrics

  19. Questions?

  20. Today, many IT departments face challenges of down-sizing. What can you do to prove you’re worth keeping? Set up Operational Metrics to help increase data accuracy and drive continual business improvement Help your users be more efficient Next Steps – The Future’s So Bright…

  21. Thank You! Stacy Elwood selwood@bravepoint.com

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