QAD Browses
Agenda
 Introduction/History
 Browse
Selection
 Browse Columns
 Browse – Other Features/Uses
 “Work Flow” Example – PCO Processing
 Question and Answer
Introductions
Brian Clark
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Joined Logan Consulting in 1997
Equity Partner in the Firm
QAD implementation experience since 1997
Manufacturing and Distribution Focus
RESULTS TRAINING
(Character Based)
WHAT RESULTS LOOK(ED) LIKE
5
LOGAN CONSULTING
ADDING / DELETING FILES
6
LOGAN CONSULTING
REORDERING / ADDING FIELDS
7
LOGAN CONSULTING
FORMATTING THE REPORT
8
LOGAN CONSULTING
FORMATTING FIELDS
9
LOGAN CONSULTING
DEFINING A NEW REPORT
Item Planning Report
Item Number Description Order Policy Order Period Order Quantity
1234567
Resistor - 10 ohm
POQ
10
0
First Sort Criteria
Second Sort
FG Item Type Only!!
Print Count for each Order Policy and Total
10
LOGAN CONSULTING
Browses
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Browses provide a method of displaying some or all of a particular
data set.
QAD provides canned browses as well as providing a tools for you
to create your own browses.
A Browse can be a stand alone program or it can be attached to a
field – also known as a drill down.
A lookup can be attached to a field. It can return a value to a
selected field.
Basic Sales Order Detail Browse
Click Search to retrieve browse results based on criteria
Browse – Search Criteria
Filters and Operators
Browses – Selection Criteria
Click + to add another selection field
Browses – Selection Criteria
Range allows the user to use the “From”/”To”
functionality typical in a QAD Report.
Browses – Selection Criteria
Click x to remove an existing selection field
Browses – Selection Criteria
Click Clear All to remove all selection criteria
Browses – Selection Criteria
 Toggle variable mode
allows you to change your
user entered criteria into system criteria.
Date fields offer options such as
“Today”, “Yesterday”, “Tomorrow”
Number fields offer other
number fields for
comparison
Browses – Selection Criteria
The last item in the field selection box is “Search for”
If you select this field, it will search every field that is displayed in your browse for
whatever criteria you enter, and highlight the results in yellow.
Browses - Columns
Filter option (funnel to right of column heading)
 Drag / Drop column headings to re-arrange
 Right click column heading, select hide column to
remove the column from the display
 Like Excel, you can change column width by dragging
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Right-Click Column Options
Browses - Columns
Select Columns to display/hide.
Grouping Browse Results
Program Navigation – Lookup
Browses
Right click on the column headers to:
-Add columns that contain additional information
-Remove columns with irrelevant information
Add a summary to the end of
the browse – Count, total,
average, etc
Summarizing Browse Results
Browse Actions Menu
Export to Excel
Browses
Workflow: Send the browse to
another user
Auto Go: Set to auto-run
browse every X second.
Browses
Browses
 Right-click on
any field that is blue and it will lead
you to other programs, and default in some basic
information.
Browse Report
Browse Collections
Browse Construction
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Understand the File Relationships required to
support the browse with Entity Diagrams
document.
Understand the Fields within the Files to
construct the output with Data Definitions
document.
Introduce any logic in the construction of the
browse to ensure optimal performance for the
user and the environment.
Follow an SDLC-light policy for this process.
Browse Construction
Utilize a naming convention that will allow simple
segregation of Custom Browses from QAD browses
Browse Publication
Browse – Data Integrity
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Construct a “Super Browse” for each critical
table.
Publish on the Menu and encourage users to
Save As their Favorite.
Implement the Auto-Start capability to keep the
data at the top of their list.
Browse – Data Integrity
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Follow the field sequence to allow quick CIM fixes.
Browse – Transaction Integrity
Construct a Browse to identify specific negative
operational conditions:
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Negative Quantities on Hand
Over-Issuing of Components against Work Order
Open, Dated Pre-Shipper/Shippers
Also identify high priority operational conditions:
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Items in Inspection Status
“Clearing Locations”
Evaluate Action Messages in a manageable fashion
Browse – Transaction Integrity
Browse – Transaction Integrity
PCO Example
Product Change Order “Workflow”
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Desire to Assign PCO for maintenance prior to
submitting for approval.
Making a change to a Submitted PCO is equivalent to
rejecting the PCO.
Simple Solution with existing functionality in .Net.
Perhaps add a more complex solution later…
PCO Example
Repurpose the User Code 1 field to represent
“Assigned To”
PCO Example
Below shows the Entity Diagram for the PCO
Maintenance Tables relevant to this example:
PCO Example
Below shows the Data Definitions for the PCO BOM
Table relevant to this example:
PCO Example
Create a Primary Browse for the Browse Collection
Header
PCO Example
Create Supporting Browses as Required. Below is the
Item Data section of the PCO Maintenance Screen…
PCO Example
The Product Structure Section of the PCO
Maintenance Program…
PCO Example
Finally, the Routing Section of the PCO Maintenance
Program.
PCO Example
Construct the PCO Browse Collection to pull them all
together.
PCO Example
Execute the PCO Collection with Live Data…
PCO Example
Right Click on the
PCO Number…
…and go into PCO
Maintenance.
Mobile Browse Application
Mobile Browse App
User: mfg
Password: <blank>
URL: 167.3.244.212:55080/browse
Mobile Browse App
Mobile Browse App
Mobile Browse App
Question and Answer
Thank You!