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QAD Browses Practical Use

QAD Browses Practical Use. Mike Olson Continental Structural Plastics mike.olson@cspplastics.com Sept 21 st , 2008 Fall 2008 MMUG Sandusky Ohio. Outline. Session I Navigation Sample Custom Browse Identification / Business Need Data Gathering Research Session II Create a View

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QAD Browses Practical Use

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  1. QAD BrowsesPractical Use Mike Olson Continental Structural Plastics mike.olson@cspplastics.com Sept 21st , 2008 Fall 2008 MMUG Sandusky Ohio

  2. Outline • Session I • Navigation • Sample Custom Browse • Identification / Business Need • Data Gathering Research • Session II • Create a View • Create a Browse • Test Browse and add to menu • Other Browses • Q&A

  3. Navigation Selection Criteria Graphing Grouping / Summary Export to Excel Save / Re-Use Settings Drill Down

  4. Data Selection Advanced Search or “+” Icon

  5. Group and Summarize Group by Item Summarize by ABS $

  6. Export to Excel with the press of a button Press the Excel Icon

  7. Save Browse Selection Criteria by User Press Disk icon Loads faster as now have index fields.

  8. Drill Down Right click on Blue Highlighted Fields in a column Cycle Count activity shows All of the counts for a particular Item to see how often and changes

  9. Character

  10. Selection Criteria

  11. Identification / Business Need User Definition What Data is Used / Needed / Why Data Gathering Docs on Disk Entity Diagrams Database Definitions Browse or Report Summary Only Group by Month / Week

  12. User Definition Cycle Count Items Date Range Dollar Value of Count (+/-) No (-) Neg or (+) Pos Total $ per Period No (-) Neg or (+) Pos Total $ per Item No (-) Neg or (+) Pos Transaction Number

  13. Transaction detail 3.21.1

  14. Documents on Disk / Entity Diagrams Inventory Transactions

  15. Inventory 1 & 2 PT_MSTR IN_MSTR

  16. Inventory II TR_HIST

  17. Data Tables • Transaction History TR_HIST • Part Master PT_MSTR • Inventory Data IN_MSTR

  18. TR_HIST 3.21.2 Right Click / Properties

  19. Data in Transaction By Item BrowseReview in Browse Maintenance 36.20.13 View = TR_HIST

  20. Data DictionaryDocuments on Disk TR_HIST

  21. Fields and Field Labels in TR_HIST Look up and print out TR_HIST, IN_MSTR, PT_MSTR

  22. Create a unique VIEW of the data required in the Browse • Data is combined from different tables in a Join Statement View Maintenance 36.20.13 TR_HIST tr_domain = global_domain and tr_type = "cyc-rcnt“ PT_MSTR pt_domain = tr_domain and pt_part = tr_part IN_MSTR in_domain = pt_domain and (in_part = pt_part and in_site = tr_site)

  23. 36.20.18 View Maintenance Create Local Variable for Each Cost Only total is stored in TR_HIST Cost EA = tr_gl_amt / tr_qty_loc % change from Begin Inv Qty to Qty Changed % Change = Absolute (tr_qty_loc / tr_loc_begin No Negative Values in User Spec ABS AMT = absolute (tr_gl_amt)

  24. Browse Maintenance 36.20.13 Exclude MRO Product Lines / Items

  25. Fields in the View Select Fields Click and Right (add) Left Arrows (remove) Order Fields (Up Down Arrows)

  26. Re-Label Fields Optional

  27. Save

  28. TEST Browse Before adding to menu Press the test Icon in Blue text Runs slower in test mode than after add to a Menu

  29. Is the data correct Use Standard MFG/PRO Functionality to check the data and Local variables

  30. Program Information Maintenance 36.3.21.1 Prepare for .NET / Desktop Browses are Web Logic Implemented = Yes Type = Blank

  31. Menu Maintenance 36.4.4 Add XXBR801.p to the Menu USE ALL CAPS TO DELINATE A CUSTOM PROGRAM Log out and Log back in to view new Browse / Menu Option

  32. Other Sample BrowsesAs Time Permits Negative Inventory 50.4.1 Supplier Receipt by Supplier 5.13.9 MRP Schedule 50.1.9 (Drill Downs)

  33. ?? QUESTIONS ??

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