Process Maps “101” An introduction to QAD .NET UI’s Process Maps

Process Maps “101”An introduction to QAD .NET UI’s Process Maps Stacy Green, BravePoint MWUG Mar 2013

Agenda • Introduction • Overview – What are Process Maps? • Conventions followed • Why use them? • Who can use them? • How can we customize them? • Demo • Questions and Answers • Conclusion

1. Supply Chain View Process Maps 101 – Models/Views

2. Vertical Industry View Process Maps 101 – Models/Views

3. Operational Metrics View Process Maps 101 – Models/Views

4. Other Maps Available Procure-to-Pay Add-on modules Configurator EAM Warehousing/AIM etc. Check in the QAD Store Process Maps 101 – Models/Views

1. Title & Navigational Hierarchy/Breadcrumb trail Process Maps 101 – Conventions

2. Ellipse – follow to another process map Process Maps 101 – Conventions

3. Rectangle – go to a QAD menu/function Process Maps 101 – Conventions

4. Report – Run a report Process Maps 101 – Conventions

5. Decision – Process splits depending on answer Process Maps 101 – Conventions

6. Predefined Process / Multi Document - Generally a Menu Collection Process Maps 101 – Conventions

7. Manual Process – Process outside of QAD Process Maps 101 – Conventions

8. Manual Input – Input from outside of QAD Process Maps 101 – Conventions

9. Connector – Links nodes together Process Maps 101 – Conventions

1. Big Picture Help users see how their process can be affected by upstream processes and can affect downstream processes 2. Company Process It’s rare to find two companies that have the exact same process. Maps can be modified/updated to show your company’s actual process. This may be useful during Audits, etc. 3. Reduce Training Time for New Users New users can follow a process map which will take them to the actual QAD screen to do the work, instead of needing to learn how to navigate the menu to find what they are looking for Process Maps 101 – Why use them? Examples

1. Process Folder – Defined on Menu A.8.40 / 0.40 By default: 40.1 – urn:pmap:1_VIP_SF 40.2 – urn:pmap:1_SCP_SF 40.3 – urn:pmap:1_OPV_SF Set up security similar to any other menu. Normally this is left to “*” so that all users may see the processes Process Maps 101 – Security

2. Processes (ellipses) – all users w/ access to map Process Maps 101 – Security

3. QAD Programs (rectangles) – set by Menu Security Process Maps 101 – Security

4. Administration Folder Process Editor Process Admin By default, granted to the ‘qadadmin’ security group. Note: By default, user ‘mfg’ also has access without being in the qadadmin group. Can also allow users access to the Process Editor by adding them to the ‘pronav’ security group. However, they will not be able to see the Process Editor directly on the menu, only in Process Maps Process Maps 101 – Security

1. Open the Procedure Editor then click Open Process Maps 101 – Copy an Existing Process

2. Open the Process Map you want to copy Process Maps 101 – Copy an Existing Process

3. Save the map with your new Name and Owner Note: Recommend using the xx convention to identify as custom Process Maps 101 – Copy an Existing Process

1. Click on an empty space to add a new node Process Maps 101 – Editing a Process Map

2. Update the Node Properties Label – Title Tooltip – Mouse fly-over text Link – Process Map, File, or QAD Menu Target – Current or New Window Image – (optional) picture Icon – (optional) icon Shape – rectangle, oval, etc. Style – pre-defined styles with color, etc. Background Color Add More Links – more than 1 Link (above) Cell Borders – define outline Process Maps 101 – Editing a Process Map

2. Update the Node Properties (ctd) Process Maps 101 – Editing a Process Map

3. Save the Process Map Process Maps 101 – Editing a Process Map

4. Preview the Process Map Allows you to test process map by clicking links, etc Process Maps 101 – Editing a Process Map

DEMO

Questions?

Users can add process maps to their favorites Whenever possible, follow the same conventions for naming your custom process maps as for custom code – eg. “xx” Note: Labels are generally not shared by Process Maps with QAD ERP. Need to use the Process Label Maintenance Your System Admin can change the ‘default’ process map to your custom process map Additional Info…

1. Process Administration – Context Parameters Ovals – lead to other process map Process Maps 101 – Technical Stuff

2. Process Administration – Process Properties Ovals – lead to other process map Process Maps 101 – Technical Stuff

Thank You! Stacy Green sgreen@bravepoint.com

Process Maps “101” An introduction to QAD .NET UI’s Process Maps