1 / 42

MFG/PROductivity Getting the most out of your .NET UI

MFG/PROductivity Getting the most out of your .NET UI. Stacy Green, BravePoint MWUG March 2012. Agenda. Introduction The Challenge Information needed from multiple sources Pulling it all Together External Website Internal Document Library QAD Maintenance Function QAD Browse

jill
Download Presentation

MFG/PROductivity Getting the most out of your .NET UI

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MFG/PROductivityGetting the most out of your .NET UI Stacy Green, BravePoint MWUG March 2012

  2. Agenda • Introduction • The Challenge • Information needed from multiple sources • Pulling it all Together • External Website • Internal Document Library • QAD Maintenance Function • QAD Browse • Browse Collections • Questions and Answers • Next Steps

  3. Data comes from multiple sources The Challenge…

  4. Browses allow users to get what they need faster The Present – So we installed .NET. Now what?

  5. Browse Hyperlink (Browse URL) Link to external web pages Link to internal document libraries Link to a QAD maintenance function or report Link to a QAD browse Links can be either general or specific. They can apply to 1 value only, or all values Browse URL Links pull the information together

  6. Customer Service needs to find out the status of a shipment for a customer When was the order shipped? What’s the Bill of Lading or Tracking number? When will it be delivered? Example 1 – External Link

  7. 1. What field do you want to link to? Ctrl + F in a maintenance function Right-click on the top of the column and click Properties or use Browse Maintenance Setting up an External Link

  8. 2. Where do you want to go? Setting up an External Link (c’td)

  9. 3. Browse URL Maintenance, 36.20.10.11, mgburlmt.p Setting up an External Link (c’td)

  10. 4. Link is visible if you Right-Click on the field Setting up an External Link (c’td)

  11. 5. Clicking the link opens a new window Setting up an External Link (c’td)

  12. Item Images are stored in a central document library on a network drive Is this the right part? Example 2 – External Document

  13. 6. Determine what field the link should apply to and where the link should go In this case, the field is idh_part, and it’s going to a local drive Link to a Document Library (c’td)

  14. 7. Browse URL Maintenance Link to a Document Library (c’td)

  15. 8. Link is available Link to a Document Library (c’td)

  16. 9. Clicking link pulls up the document (in this case, the image) Link to a Document Library (c’td)

  17. Accounts Receivable gets a question on an Invoice sent to a customer The customer received an invoice but can’t remember the number, but would like to have it reprinted. Example 3 – Maintenance Function or Report

  18. 10. Determine what program to link to Link to a Maintenance Function or Report

  19. 11. Determine what fields to populate Link to a Maintenance Function (c’td)

  20. 12. What is the name of those fields? (Ctrl + F) Link to a Maintenance Function (c’td)

  21. General links can be created for any type of URL To replace a value in the URL with the value of the field in the browse, use #b# – beginning of field to replace #e# – end of field to replace For example, #b#ih_inv_nbr#e# General Browse Links

  22. 13. Browse URL Maintenance (leave URL blank) Link to a Maintenance Function (c’td)

  23. 14. Enter program and field information Link to a Maintenance Function (c’td)

  24. 15. Use Drill-Down/Lookup Maintenance Link to a Browse (c’td)

  25. Google Maps Web Sites or Catalogs Default Printer Setup Invoice History, Transaction History, Voucher History Other Examples: • Addresses • Customers and Suppliers • Users • General Ledger

  26. There is virtually no limit to the number of browse URL links you can create Links can be to all kinds of documents including PDF, Excel, Word, JPG, CAD drawings, etc. Browse Link Maintenance is a similar function that will open the appropriate maintenance function when you double-click a record in the browse Not all versions of QAD may not have 5 fields to link. In this case, you will need to set up a Browse Collection More Details About Browse Links

  27. Browse Hyperlinks (URL Link) Right-Click to see Browse or Function Occasional use One linked field to another browse One browse or maintenance function at a time Browse Collection All Browses/Functions open together Can be used to define or streamline processes Multiple linked browses or maintenance functions Multiple linked fields Browse URL Link or Browse Collection?

  28. How do I track down where this transaction came from? Invoice History AP Payments/Checks Inventory Discrepancies Travel Expenses Example – General Ledger Drill-Down

  29. 1. Browse Collection Maintenance Setting up a Browse Collection

  30. 2. Title your Collection (How it appears on the menu) Setting up a Browse Collection (c’td)

  31. 3. Drag Location on the menu Setting up a Browse Collection (c’td)

  32. 4. Drag Starting Browse to the Collection Setting up a Browse Collection (c’td)

  33. 5. Drag linked Browse underneath the first browse Setting up a Browse Collection (c’td)

  34. 6. Link Browses together – one field or multiple fields Setting up a Browse Collection (c’td)

  35. 7. Drag and link second browse Setting up a Browse Collection (c’td)

  36. 8. Continue dragging Browses and/or other functions Setting up a Browse Collection (c’td)

  37. 9. Save the collection Setting up a Browse Collection (c’td)

  38. 10. Run the collection Setting up a Browse Collection (c’td)

  39. Access to Browse Collection Maintenance Administrator group for .NET UI, default is qadadmin Access to the Collection Determined by location in the menu system Each individual browse or maintenance function Browse Collection Security

  40. Sales & Invoice History Sample collections included out of the box GL Account Setup New User Workbench Process Sales Orders – AR Set up subcontract schedules And many more Other Examples:

  41. Questions?

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

More Related