QAD Browses Practical Use

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QAD BrowsesPractical Use

• Mike Olson
• Continental Structural Plastics
• mike.olson_at_cspplastics.com
• Sept 21st , 2008
• Fall 2008 MMUG
• Sandusky Ohio

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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
• QA

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Navigation

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

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Data Selection Advanced Search or Icon
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(No Transcript)
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Group and Summarize

• Group by Item
• Summarize by ABS

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Export to Excel with the press of a button

• Press the Excel Icon

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Save Browse Selection Criteria by User

• Press Disk icon
• Loads faster as now have index fields.

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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

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Character
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Selection Criteria
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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

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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

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• Transaction detail 3.21.1

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Documents on Disk / Entity Diagrams

• Inventory Transactions

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Inventory 1 2

• PT_MSTR
• IN_MSTR

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Inventory II

• TR_HIST

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Data Tables

• Transaction History TR_HIST
• Part Master PT_MSTR
• Inventory Data IN_MSTR

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TR_HIST 3.21.2

• Right Click / Properties

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Data in Transaction By Item BrowseReview in
Browse Maintenance 36.20.13

• View TR_HIST

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Data DictionaryDocuments on Disk

• TR_HIST

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Fields and Field Labels in TR_HIST

• Look up and print out TR_HIST, IN_MSTR, PT_MSTR

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View Maintenance 36.20.13

• Create a unique VIEW of the data required in the
  Browse
• Data is combined from different tables in a Join
  Statement

• 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)

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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)

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Browse Maintenance 36.20.13

• Exclude MRO Product Lines / Items

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Fields in the View

• Select Fields Click and Right (add) Left Arrows
  (remove)
• Order Fields (Up Down Arrows)

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Re-Label Fields Optional
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Save
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TEST Browse Before adding to menu

• Press the test Icon in Blue text
• Runs slower in test mode than after add to a Menu

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Is the data correct

• Use Standard MFG/PRO Functionality to check the
  data and Local variables

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Program Information Maintenance 36.3.21.1

• Prepare for .NET / Desktop
• Browses are Web Logic Implemented Yes
• Type Blank

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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

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Other Sample BrowsesAs Time Permits

• Negative Inventory 50.4.1
• Supplier Receipt by Supplier 5.13.9
• MRP Schedule 50.1.9 (Drill Downs)

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?? QUESTIONS ??