Use of TailorPro for Sales Order Maintenance modifications and other business needs

1

• Use of TailorPro for Sales Order Maintenance
  modifications and other business needs

Michelle Baumann Bruce LeBel
2
About Superior Essex

• Superior Essex Communications is the largest
  manufacturer of copper communications cable in
  North America and the largest worldwide
  manufacturer of copper outside plant (OSP) wire
  and cable products.

3
About Tailor Pro

• TailorPro enables a business to adapt their
  software to their business processes rather than
  vice versa.
• Without changing either source code or the
  production database.
• TailorPro enables behavior modification for
  applications written in Progress.
• Change screens, data structures and business logic

4
TailorPro General Capabilities

• Screen Modifications
• New Screens, Browsers, Applications
• New Business Rules
• New Fields and Indexes
• Logic-driven Defaults
• Security on any field
• Audit trail on any field
• Data Validation
• User Control
• Analytical Data Creation from Transactions

5
Superior Essex and Tailor Pro

• Increased validation
• Setting of defaults
• Special functions for Essex
• No change to QAD Source Code
• Minimal changes for QAD Service pack or upgrade
• Ease of use

6
Sales Order Header

• Increased validation of Bill-to
• Default of Sales channel
• Increased validation of purchase order / PO
  release for E-commerce customers.
• Selective hide on credit terms

7
Header - Bill-to Validation

• Why QAD allows for any valid Bill-to customer to
  be assigned to a sales order. This could result
  in an incorrect invoice.
• Solution Added anchor on leave of Bill-to
  customer to validate the Bill-to on the customer
  master table.

8
Sales Order Header Bill-to
Sample Error
9
Sales Order Header Bill-to
Sample Code
define shared variable global_userid as
char. define variable scrn-cust as char.
define variable scrn-bill-cust as char.
getscrn.i FieldName '"so_cust"' Framename
'"a" Variable scrn-cust
getscrn.i FieldName '"so_bill"' Framename
'"a"' Variable
scrn-bill-cust if not scrn-bill-cust
scrn-cust then do find first cm_mstr where
cm_addr scrn-cust no-lock no-error. if
avail(cm_mstr) then do if not cm_bill
scrn-bill-cust then do setmsg.i
MessageType "Error"
MessageBody '"Bill-to invalid for ship-to
customer"' End. End. End.
10
Header Default Channel

• Why Superior Essex uses The Sales channel to
  determine the different business divisions
  (magnet wire USA, magnet wire Mexico, OPP
  products).
• SolutionOn entry of the lower frame, default the
  sales order channel based on the users default
  on the user master table.

11
Sales Order Header - Default
Sample Default
12
Sales Order Header - Default
Sample Code

• define shared variable global_userid as char.
• define variable vso_channel as char.
• getscrn.i FieldName '"so_channel"'
• Variable vso_channel
• if vso_channel "" then do
• find first usr_mstr no-lock
• where usr_userid global_userid no-error.
• if avail(usr_mstr) then do
• scrnvalu.i FieldName '"so_channel"
• FieldValue
  usr_variant_code
• end.
• end.

13
Header Validation PO

• WhyCertain customers who use E-Commerce require
  the PO and/or PO Release on the outbound ASN.
• Solution Add Tailor Pro anchor on leave of the
  lower frame to see if the sold-to customer
  requires PO and/or PO Release.

14
Header Validation for PO
15
Header Validation for PO
Sample Code
def var scrn-so-rmks as char. def var
scrn-so-cust as char. getscrn.i FieldName
'"so_rmks"' Framename '"b"
Variable scrn-so-rmks getscrn.i FieldName
'"so_cust"' Framename '"a"
Variable scrn-so-cust if scrn-so-rmks ""
then do find first xxcmd_det where
xxcmd_customer scrn-so-cust and
xxcmd_attribute "Release Number Required"
no-lock no-error. If available(xxcmd_det)
then do setmsg.i MessageType "Error"
MessageBody '"Customer
release number is required"' End. End.
16
Header - Selective hide

• WhyWe do not want users outside of the credit
  department to change credit terms.
• Solution On entry of the lower frame, disable
  entry to credit terms field based on the user
  groups in user security for the current user.

17
Header - Selective hide
Sample Screen
18
Header - Selective hide
Sample Code
define shared variable global_userid as
char. find first usr_mstr where usr_userid
global_userid no-error. if not avail(usr_mstr)
then do disable.i Fieldnames
'"so_cr_terms"' leave. End. if
index(usr_groups,"smt") gt 0 or index(usr_groups,"o
emcredit") gt 0 then do / grant them access
to change this / End. Else do disable.i
Fieldnames '"so_cr_terms"' End.
19
Sales Order Detail

• Increased validation of item id vs. memo item
• Added functionality for item id not at stocking
  site
• Hiding/Skipping pop-ups
• Selective hide pricing
• Set defaults for consignment and fixed price

20
Detail Item Validation

• WhyQAD assumes that the order line is a memo if
  the part is not found on the part master.
  Superior Essex wanted to prompt the user in a
  bolder way to make sure that this was not just a
  typo.
• Solution Added anchor on leave of part. Check
  the part master to see if the part exists, if not
  prompt user.

21
Detail Item Validation
Sample Screen
22
Detail Item Validation
def var scrn-sod-part as char. def var
scrn-so-cust as char. if not frame-field
"sod_part" then leave. getscrn.i FieldName
'"sod_part"' Framename '"c"
Variable scrn-sod-part
getscrn.i FieldName '"so_cust"' Framename
'"a"' Variable scrn-so-cust
find first pt_mstr where pt_part scrn-sod-part
no-lock no-error. if avail(pt_mstr) then
leave. find first cp_mstr where cp_cust
scrn-so-cust
and cp_cust_part scrn-sod-part no-lock
no-error. if avail(cp_mstr) then leave. message
"Item does not exists on part master! skip(1)

"OK to continue Cancel to return to field"
view-as alert-box question buttons ok-cancel
update ok as logical. if
not ok then do
holdcurs.i End.
23
Detail Part stocking site
WhyQAD assumes that the part will be setup on
the stocking site when the sales order line is
entered. Solution Added anchor on leave of
site/site frame to check to see if the part is at
this site, if not prompt user to see if they want
to create it.
24
Detail Part Stocking Site
25
Detail Part Stocking Site

• Retrieved part and site from screen
• Look up part/site on inventory master.
• If not found ask question, if yes then CIM load
  the part master and the item site planning
  records.

26
Hiding/Skipping pop-ups

• WhyThe user complained about having too many
  pop-ups to press F1 thru.
• Also, only pricing should be allowed to see the
  pricing pop-up.
• Solution Added anchor to entry of the first
  field the offending pop-ups and sent a F1 (Go).

27
Hiding/Skipping pop-ups
apply "go" to self. pause 0 no-message.
define shared variable global_userid as
char. find first usr_mstr where usr_userid
global_userid no-error. if not avail(usr_mstr)
then do apply "go" to self. pause 0
no-message. End. If index(usr_groups,"mwpricing")
gt 0 then do / grant them access to change
this / End. Else do apply "go" to self.
pause 0 no-message. End.
28
Hiding/Skipping pop-ups
29
Order Trailer

• Set fields on Sales order for UPS
• Use of Extended table Marriage feature for UPS
• Use of Tailor Pro Rules for UPS

30
Order Trailer - UPS
WhyQAD does not store UPS Information (Collect
Account, Service level, etc.) Solution Created
Sales order extended table to store the UPS Info.
Added anchor to go of the last sales entry frame
to pop-up a frame to ask for information.
31
Order Trailer - UPS

• Retrieved Sales order and ship via from screen.
• Define UPS form
• Read the Sales order master
• Read the Extended Sales order master to see if
  there are values.
• Else Read the Extended Customer master to get
  defaults
• Prompt user with screen (with normal edits)
• Update Extended Sales order master.
• When the order is invoiced, the invoice rule will
  copy the UPS information from Extended Sales
  order master to Extended Invoice history.

32
Order Trailer - UPS
33
General Notes

• Be careful if you update a QAD table directly.
• Users will submit many change requests. (Good
  news, bad news)
• Tailor Pro is only for input (maintenance
  transactions) not output (reports).
• QAD Batch and CIM Loads background CIM can
  invoke table rules "foreground CIM" for all
  functionality

34
QUESTIONS?

• Business solution capabilities?
• Analysis and spec definition?
• Technical architecture?
• Interactive demo?
• Custom demo?

35

• Use of TailorPro for Sales Order Maintenance
  modifications and other business needs

Michelle Baumann Bruce LeBel