qad.net ui – tips n tricks stacy elwood, bravepoint mwug march 2010
TRANSCRIPT
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