QAD .NET UI – Tips n Tricks

QAD .NET UI – Tips n Tricks

Stacy Elwood, BravePointMWUG March 2010

Agenda

IntroductionMultiple Servers/ConfigurationsReturn Multiple Fields from a Browse Browse Maintenance Security Reporting EngineOperational Metrics Questions and AnswersNext Steps

.NET UI in Multiple Environments

Challenge:

In today’s world, there are often multiple QAD .NET UI environments, including test servers, development servers, and production. Installing .NET UI from a new server overwrites the initial installation.

Solution:

Set up each server with a unique icon and client destination folder.

Change icon name

Change the icon name in /apps/tomcat/webapps/qadhome/client/options.jsBy default, this file reads var Vers=“ 2009 SE”Note: Be sure to leave the space in front!

Change client working directory

Change the client working directory in /apps/tomcat/webapps/qadhome/configurations/default/client-bootstrap.xmlBy default, this is &{APPDATA}\QAD\Shell&{APPDATA} =C:\Documents and Settings\userid\Application Data

Run the QAD .NET UI Installation

Run the QAD .NET UI Installation (ctd)

Choose Install a new instance of this application

Run the QAD .NET UI Installation (ctd)

Finish Installation Icon will be created with new name

Client working directory will be created with new name

Returning Multiple Values from a Browse

Challenge:

In some areas of QAD, there is a requirement to return more than one value from a browse. For example, in Voucher Maintenance, if you do a lookup in the Receiver Matching frame, it should also return the PO line. In CHUI, this was handled by scrolling windows.

Solution:

Configure .NET to return more than one value from a browse.

Return Multiple Fields from a Browse

Return Multiple Fields from a Browse

Configuration file for multiple values is /apps/tomcat/webapps/<qadui>/net/lookups/lookupreturnfields.xml

Return Multiple Fields – Other Examples:Inventory

– Location– Lot/Serial– Reference

Work Orders– Work Order Number– Work Order ID/Lot

Routings– Routing – Operation– Start Date

Browse Maintenance – Table Security

Challenge:

Want to be able to have “power users” create their own browses for their areas. However, once users have menu security access to Browse Maintenance, they can create browses on potentially sensitive data.

Solution:

Set up table restrictions for Browse Maintenance by user or user security groups (eg “non-fin”).

Browse Maintenance – Table SecuritySet up Restricted Tables by user or role in /apps/tomcat/webapps/qadhome/configurations/<qadui>/client-session.xmlBy default, all tables are visible in Browse Maintenance

Operational Metrics

Constantly keep tabs on your data

Set your own criteria

Constant Improvement

Operational Metrics

DEMO

Reporting Framework

Use a browse as the basis for the report

Save Report Criteria to run in a batch

Send reports directly to PDF or Excel

Schedule jobs

Operational Metrics

DEMO

Questions?

Next Steps – The Future’s So Bright…

Today, many IT departments face challenges of down-sizing. What can you do to prove you’re worth keeping?

Set up Operational Metrics to help increase data accuracy and drive continual business improvement

Help your users be more efficient

Thank You!Stacy Elwood

selwood@bravepoint.com