QAD Usability Customization Demo

Transcription

1 QAD Usability Customization Demo Overview This demonstration focuses on one aspect of QAD Enterprise Applications Customization and shows how this functionality supports the vision of the Effective Enterprise; where every business process is working at peak efficiency and perfectly aligned to the company s strategic goals. QAD Enterprise Applications Customization Key Points Enabling the Effective Enterprise QAD Demo Script Page 1

2 Related Metrics Leveraging Customization tools to adapt QAD Enterprise Applications to your business processes, not only makes users more productive and supports better decision making, it also affects IT Effectiveness. Typical measurements related to this KPI include IT Spend / Revenue, System Availability, Service Request Resolution Time, Service Level Adherence and User Satisfaction. Tools that help you quickly adapt data entry screens and reports to your business needs, while giving users the ability to generate critical information without calling a programmer, helps you deploy your QAD Enterprise Application quickly and at the lowest possible cost. This reduces IT Spend, while maximizing User Satisfaction. Additional metrics and the relative importance of each one will depend on your definition of the Effective Enterprise. You can monitor performance against your defined metrics using a combination of Business Intelligence Dashboards, Operational Metrics, Browses and Reports. Customization Related Metrics IT Spend / Revenue System Availability Service Request Resolution Time Service Level Adherence User Satisfaction Key Points IT Effectiveness KPI o Implement quickly, at lower cost o Increase productivity and user satisfaction o Provide better decision-making information Standard metrics Importance varies by company QAD Demo Script Page 2

3 Enabling Solution QAD Customization supports improvements to these key metrics by providing tools to let you quickly configure entry screens and customize reports, without the need for custom code. Configurable browses, user-defined metrics and system-generated alerts provide decision-makers the information they need in the format they need it, once again without custom code. Customization Enabling Solution Configurable screens Customized report layouts Configurable browses User-defined metrics System-generated alerts Key Points Configured screens and reports Powerful browses Custom metrics System-generated alerts Demonstration Summary In this demonstration, you will see how QAD Customization helps you adapt QAD Enterprise Applications to your business processes, while increasing productivity and making your decision-makers more effective. QAD designed the application to be fast and intuitive to deploy, offering a variety of usability features. This demonstration will concentrate on how you can use browses, metrics, workflow alerts and custom reports to provide information to decision-makers when and how they need it; and how you can configure screens to simplify processing and adapt the system to how you want to use it. QAD Demo Script Page 3

4 There are other demonstrations available to show productivity tools like process maps, user menus and favorites, Collections and one-click links. Customization Demonstration Summary Browses Custom reports Graphs & charts Metrics Workflow alerts Configured screens Data entry validation Report templates Key Points More detailed demonstration Get the right data to decision-makers Adapt the system to how you want it No custom coding QAD Demo Script Page 4

5 Browses Browses are one of the most powerful aspects of the QAD Enterprise Application letting you quickly get at exactly the information you need, in the format you need it. The system comes pre-loaded with browses, used throughout the system. When you work with any browse, you can quickly customize it to show just what you need filtering the data, changing the sort, removing columns, changing the column sequence, creating groupings and performing calculations. The flexibility of browses is almost unlimited. Demo 1. Select Sales Order Browse 2. Search Item Number range 03 to Enter Records per page All 4. Right-click in Heading bar, click Columns QAD Demo Script Page 5

6 5. Uncheck Sold-To, Status, Quantity Open, Quote, Ship Type, Purchase Order, Site, Customer Item, Description, Expires 6. Click Save 7. Drag & drop Ship-to to second column QAD Demo Script Page 6

7 8. Right-click in Heading bar, click Show Group By Box 9. Drag Ship-to column heading to Group By Box 10. Click icon beside first Ship-to 11. Drag Item Number column heading to Group By Box 12. Click icon beside first Ship-to 13. Click icon beside first Item Number 14. Right-click Quantity Ordered 15. Hover-over Summary QAD Demo Script Page 7

8 16. Select Summary > Sum Key Points Browse get just what you need, in the format you need it o search criteria o add/change browse hide fields, re-sequence, change sort o groupings and calculations o save to favorites o return to factory settings Generate custom reports directly from browses Familiar Microsoft Office conventions make use of QAD intuitive QAD Demo Script Page 8

9 Generate Custom Reports Once you get exactly the information you want in a browse, in the format you want it, you can export it to Excel, generate a pdf file, send it via , or print a report. In fact, anyone with access to a browse can generate a custom report without calling a programmer! Demo 1. Click Actions 2. Select Report Key Points Anyone with access to a browse can design a report QAD Demo Script Page 9

10 o Uses standard template o Can be easily customized by company Report layout is generated at run time, based on selections Settings in browse determine report layout o Hide columns, Rearrange Columns, Change column sizes o Filter, Group o Summarize o Count, Sum, Avg, Min, Max Generate pdf with bookmarks to navigate report on-line QAD Demo Script Page 10

11 Split Screen Browses Often when you are using a browse, you might want to look up more information. For example, here you have a list of sales orders, but what if you wanted detail on a specific order? Just select hybrid view and there it is side-by-side with your browse. If you want to edit the details, just click. That is all there is to it! Demo 1. Highlight any order 2. In Browse, click Hybrid View icon 3. (Optionally) highlight different order numbers in the left hand browse 4. (Optionally) click Browse View, Hybrid View icons to switch back and forth between views 5. (Optionally) click Screen View icon, Click Modify icon Key Points Multiple screen views o browse, side-by-side, full screen o choose what works best for you o move easily from one to another Fast, one-click access to edit QAD Demo Script Page 11

12 Custom Browses You can easily modify standard browses, but what if you want to create your own version of a browse, perhaps with additional fields? You can start from scratch or use an existing browse as a start. Take a copy of the Customer Browse and redesign it. Perhaps you would like to set up a browse that will show you all of your Wholesale customers, their credit limit and credit terms. To do this, you will need to add fields to this browse, remove unneeded items, and filter to select just Wholesalers. Once you are done, you can run the browse from here - optionally exporting to an Excel file, generating a PDF, or printing a report. In addition, if you would like to run this regularly, you can add it to the menu and share it with others. It is just that easy! Demo 1. In Applications, right-click Customer Browse, select Design 2. Click Save As QAD Demo Script Page 12

13 3. Enter xx Click Save 5. Drag and drop Credit Limit (cm_cr_limit) from the top left box to the Query. Position right of ad_sort 6. Below cm_cr_limit, click Properties 7. Enter Label Term Credit, Format >>>,>>9 QAD Demo Script Page 13

14 8. Click Save 9. In Query, highlight box above any unneeded field (ie. cm_site, cm_lang, cm_rmks, ad_timezone, etc), right-click, select Delete 10. In Query, enter Filter cm_type = WHSL 11. Click Save 12. Click Run 13. (Optionally) Click Actions 14. Close Window 15. Close Key Points Standard Browse o Change filters, grouping, hide or rearrange fields o Edit icon takes you directly to the associated maintenance function QAD Demo Script Page 14

15 Browse Maintenance / Design o Add fields and files o Specify complex filter criteria o More control over fields size, labels, format o Calculated fields Add Custom Browse to Menu (or Favorites) o Use Menu System Maintenance to add it to the menu (enter menu 2.1, selection 99, exec procedure xxbr101.p) o In Role Permissions Maintain, double-click SuperUser, click icon to expand Secured Items on Menu > Master Data > Addresses > Customers. Check the box beside your custom browse. Click Save. o Exit and Re-Launch QAD Enterprise Application o Select to run the browse Share your Favorite Browses with others o Add a new browse to the menu (as explained above) o Once on the menu, anyone with permission can access it. You can also a link. o Run the browse o Select Actions > Workflow this will give you an type screen with a shortcut to your browse as an attachment o Enter To <username> (ie. qmi) o Click Send o The user you sent this to will receive the message in their InBox o Open the message o Click the link to run the browse o (Optionally) Click Add to Favorites QAD Demo Script Page 15

16 Generate Graphs You can display every browse in tabular or graphical form. For example, if you would like to see a quick breakdown of customers by type Wholesale, Distributor, End-User you could show this on a pie chart. It refreshes graphs and browses automatically on a regular basis especially important when you are looking at dynamic information like orders. Demo 1. Select Customer Browse 2. Select Setup>Chart Designer 3. Enter X-Axis Label Customer Type, X-Variable Type, Y-Axis Label Customer, Group by X Values Yes, Y-Variables Customer Count, Chart Title Customers by Type, Chart Type Pie Chart 4. Click Apply QAD Demo Script Page 16

17 5. (Optionally) Mouse over each segment of the Pie Chart 6. Select Actions > Auto Go > Start Key Points Variety of graph types; Auto or manual refresh Create each time or save to favorites QAD Demo Script Page 17

18 Metrics While Browses get you the information you need, when you need it, and formatted as you need it; Metrics help you track the quality of the underlying data. Here is an Operational Metrics dashboard, with metrics set up for a variety of areas. For example, this shows the integrity of your inventory data. Red indicates there is a potential problem. Metrics can show missing information, for example, items with a blank buyer/planner code in total or broken down by purchase/manufacture code. If you want to look at the details, just click to get a list. Demo 1. Select 40.3 Operational Metrics View 2. Click Item Planning Data Integrity 3. In Item Master Metrics, click Expand icon QAD Demo Script Page 18

19 4. Right-click Items with Blank Buyer/Planner 5. Hover-over Select Break By > P/M Code QAD Demo Script Page 19

20 6. Select Break By > P/M Code 7. Double-click P/M Code L 8. Close windows Key Points Metrics primarily show data integrity - Missing data, Invalid combinations Business Intelligence is more suited for monitoring Key Performance Indicators QAD Demo Script Page 20

21 Create New Metrics You can easily add new metrics, either by adding a new metric collection or adding to an existing one. For example, what if you wanted to monitor master scheduled items making sure that manufactured items with a very short lead-time are not master scheduled. You can add this metric, right here. As you can see, metrics are not limited to looking for blank fields. They can look for combinations of values like this. This is not only useful for monitoring data quality, you can also use this to identify items that are impacted by a change for example, if a buyer/planner leaves and you need to quickly identify all the items that need to be reassigned. Demo 1. Right-click Item Master Metrics 2. Select Create_Metric 3. Enter Title Sample Metric 4. Search P/M Code equals M 5. Click + 6. Search Mfg LT less than 5 7. Click + 8. Search Master Schedule equals Yes 9. Slide indicator arrow so Green is to Slide indicator arrow so yellow is to 20; remainder red 11. Click Ok QAD Demo Script Page 21

22 12. Double-Click Sample Metric 13. Close window 14. Close without saving Key Points Metrics can be set up using any browse (including custom browses) Metric can look at any field in browse, measure: o Equals, not equal o Contains o Range o Starts at o Greater than, Less Than o Is Null, is not Null Slide scale lets you select what tolerance is acceptable Point out missing data Identify data to be changed (ie. when a salesperson leaves or if coding changes) Note: you can also use Create Metric Collection to create an entirely new metric QAD Demo Script Page 22

23 Create Custom Alerts Custom metrics help you keep track of data accuracy and other key performance indicators, but what about situations that require you to be more proactive? For example, it might not be enough to simply show the number of items with negative quantity on hand or rejected quantities on a graph. Situations like these may merit immediate attention. You can do this with workflow alerts, automatically sending a message to a user or group of users when a certain condition occurs. Easily add your own alerts or customize existing ones - changing the alert conditions, alert message, and alert subscribers. Subscribers may be actual people or roles that include one or more individuals. Demo 1. In Favorites, expand Workflow > Alerts 2. Double-click Alert Maintenance 3. In Event, click drop-down 4. Select Event QOHLessThanZero 5. Click Edit icon 6. Click Alert Data tab 7. Click Priority drop-down 8. Click Alert Message tab QAD Demo Script Page 23

24 9. Click Assign Users / Roles tab Key Points Automatic alerts ; prioritized User-defined events Customizable message o Include field values o Add color, change fonts o Optionally include {qadsh} link to go directly to program Send to specific users and/or roles QAD Demo Script Page 24

25 Configure Screens Metrics can point out missing information and help you to correct it, but configurable screens can help to ensure that you enter the correct data in the first place. Use customer data this time. For example, you may want to ensure that you enter a salesperson code on every new customer and set the default Ship Via to FEDX. That is easy just configure the entry screen. This lets you move fields around, remove unused fields, change the tab order, define mandatory fields and set default values. These changes can affect all users or just some meaning you can set up screens differently for each department or use! Can you see how these changes immediately took effect? Demo 1. Right-click Customer Data Maintenance 2. Select Design 3. Enter Template demo 4. Check All Users 5. Click Configure 6. Enter Customer 10C Click Next 8. Drag & Drop configuration window to top right of screen 9. In Configure box, highlight Salespsn1 10. Check Required 11. Click Apply (note the change in color on the screen label) QAD Demo Script Page 25

26 12. Highlight Ship Via, enter Default Value FEDX 13. Check Disabled 14. Click Apply 15. Highlight Resale, click << icon 16. On Customer Data Maintenance screen, drag & Drop Remarks up one line QAD Demo Script Page 26

27 17. Click Tab Order 18. Highlight Remarks, Click Down 19. Click OK 20. Click Save 21. Close 22. Select Customer Data Maintenance 23. Enter Customer 10C Press tab to show tab order 25. Enter Salespsn1 blank, click Next QAD Demo Script Page 27

28 Key Points Configure screens for all users, specific roles or business units Add, move, delete fields Change tab order Specify required fields Set default values or display only QAD Demo Script Page 28

29 Generalized Codes Another productivity tool that also helps you to ensure quality data are generalized codes. See how there is a drop-down list of values associated with Region? You define these values, using something we call Generalized Codes. You can use Generalized Codes to set up a list of possible values for any field, even a new field that you add to an entry screen. For example, you may have a Sales Administrator assigned to each customer. Use any one of the many pre-defined user fields and add this field to the screen. Enter a label and specify that you would like to use Generalized Codes to attach a list of possible values for this field. The new field is now on the screen. When you click the drop-down box, because you have security access, you can choose edit and establish the valid entries for this field. The result more accurate data entry using simpler screens, tailored to your business. It is just one more example how QAD Enterprise Applications can adapt to your business processes and accommodate how your people do their day-to-day work. Demo 1. At Region, click drop-down 2. Close window 3. Close Customer Data Maintenance 4. Click Yes 5. Right-click Customer Data Maintenance, select Design 6. Click Configure 7. Enter Customer 10C Click Next 9. In Configure window, click icon to expand User Fields cm_mstr QAD Demo Script Page 29

30 10. Highlight cm_chr01, click Edit 11. Enter Label Admin 12. Check Generalized Code Validation 13. Click OK 14. Highlight Admin (cm_chr01), click >> icon 15. On Customer Data Maintenance screen, drag & Drop Multiple to place beside Ship Via 16. Drag & Drop Admin to be beside Salespsn1 QAD Demo Script Page 30

31 17. Click Tab Order 18. Highlight Admin, click Up 4 times 19. Highlight Region, click Up 20. Click OK 21. Click Save 22. Close 23. Select Customer Data Maintenance 24. Enter 10C Click Admin drop-down 26. Click <Edit> QAD Demo Script Page 31

32 27. Click Add icon 28. Enter Field Value Joanne Long 29. Enter Field Value Bill Jones 30. Click Save icon 31. Close window 32. Click Admin drop-down Key Points Generalized codes help maintain data integrity User Fields allow customers to quickly and easily add new information Add to maintenance function, optionally with Generalized Code drop down list Can also add to browses, reports No programming required Edit capability only for those with security access QAD Demo Script Page 32

33 Reporting Tools Along with very flexible browse capabilities, QAD Enterprise Application has Forms and Reporting built right into the product, with standard templates that you can easily customize to your needs. Look at the Sales Order report, just one of the many standard reports designed this way. First, you will notice that these reports have the same type of filtering capability as a browse, allowing you to select subsets of information. Run this and see the report. Close the menu so that you see this full screen. You can easily move back and forth in this report, zoom in or out to look at specific data, optionally change the filter criteria, and once everything is to your liking you can print. You can also set up reports to run on a schedule for example, you might like to print your new sales orders in a batch each day. Demo 1. Select Sales Order Print 2. Enter Sales Order equals PSO-TEST, Update equals No 3. Click Run QAD Demo Script Page 33

34 4. (Optionally) Click icon to close the menu window on left 5. (Optionally) click Two Pages icon 6. Click Last Page icon 7. Click Page Width icon QAD Demo Script Page 34

35 8. Click Filter tab 9. Enter Sales Order equals blank, Order Date equals Today 10. Click Schedule 11. Select New 12. Enter Description Daily Orders, Batch ID Daily, Printer printer, QAD Demo Script Page 35

36 13. Click Cancel 14. Close window 15. If you closed the Applications menu, Click icon on left to re-open Key Points Forms and Reporting built right into product Standard report templates provided Filtering same as on Browses QAD Demo Script Page 36

37 Customize Reports More important to speed of deployment is the capability to easily change forms, without the need to change program code or purchase an add-on product. The integrated report designer allows you do this, easily creating or modifying reports and forms. Take the Sales Order Report as an example. You might like the basic layout, but of course, you would want to use your logo, colors and font. In addition, you probably do not use some of the fields. Here is how easy it is to make those changes. First, replace the QAD logo. Then add some text and remove unused fields. Note that you can do this on the header and reformat the line items on the form. This is all done quickly and easily in an intuitive WYSIWYG (what you see is what you get) environment. Demo 1. Select Report Resource Designer 2. Click Open 3. Search Report Code starts at QAD_Print 4. Double-click QAD_PrintSO QAD Demo Script Page 37

38 5. Right-click QAD logo 6. Select Delete 7. Click Controls tab 8. If asked, click Full Access 9. Click Unbound Picture 10. Select Destop > Downloads QAD Demo Script Page 38

39 11. Double-click qmi_logo.jpg 12. Use cursor to position logo in top left of report 13. In Appearance, enter PictureAlign CenterMiddle (or choose from drop-down) QAD Demo Script Page 39

40 14. Enter Picture Scale Scale 15. Click Our Vat Registration, press Delete 16. Click Your Vat Registration, press Delete 17. Click Label 18. Draw a text box below the logo (or copy/paste an existing text box) 19. On left, Enter Text Thank you for your business 20. Expand Font QAD Demo Script Page 40

41 21. Enter Bold True, Italics True, Font Cambria, Size 16, ForeColor Gold 22. Click Reports tab 23. Double-click LineDetail 24. Click box next to headings 25. In Appearance > Back Color, click drop-down 26. Click Web 27. Enter BackColor Gold QAD Demo Script Page 41

42 28. Click Preview 29. Enter Sales Order equals PSO-TEST, Update equals No 30. Click Run QAD Demo Script Page 42

43 31. Close Key Points Standard reports and forms Easy to customize o Look and feel o Columns o Layout o WYSIWYG (what you see is what you get) QAD Demo Script Page 43

44 Customize Report Templates As you saw earlier, any browse can be used to produce a report. These reports have very a structured output that you can easily change to reflect your company s look and feel integrating your logo, preferred fonts and colors. Here you just change the logo, but as you see, you have control over the entire look and feel of the browse reports. As soon as you make the change, the system reflects it throughout. It is simple to use and simple to adapt to your business needs. Demo 1. Select Template Designer 2. Click Open 3. Double-click QAD_Default_Template_Browse Note: it is always a good idea to save a backup copy before you make changes 4. Right-click QAD logo, select Delete 5. Double-click Unbound Picture 6. Double-click qmi_logo.jpg Use cursor to position logo in top left of report 7. In Appearance, enter PictureAlign CenterMiddle, Picture Scale Scale QAD Demo Script Page 44

45 8. Click Save 9. Select Sales Order Browse 10. Click Actions 11. Select Report Key Points Similar to Template Designer for Forms; Change logos, fonts, color schemes Changes reflected immediately throughout the system Quickly adapt to your business, without programming effort Speeds up implementation; lets you be more responsive to change QAD Demo Script Page 45

46 Closing In closing, QAD Customization provides tools that help you quickly adapt data entry screens and reports to your business needs, while giving users the ability to generate critical information without calling a programmer. Not only will your users be more productive and make better-informed decisions, you will deploy your QAD Enterprise Application quickly at the lowest possible cost. QAD: Enabling the Effective Enterprise! Customization Closing Customizable screens & reports - Reduced IT Spend / Revenue - Increased System Availability - Reduced Service Request Resolution Time - Improved Service Level Adherence Configurable browses, metrics & alerts - Increased User Satisfaction Enabling the Effective Enterprise! Key Points Enabling the Effective Enterprise! o Implement quickly, at lower cost o Increase productivity and user satisfaction o Provide better decision-making information IT Effectiveness KPI QAD Demo Script Page 46