What

1
Whats New in QADs .NET UI?Browse Updates,
Guide Me, and more!

• Stacy Elwood, BravePoint
• MWUG September 2010

2
Agenda

• Introduction
• Brief Overview
• New features in Browses
• Guide Me
• Message Box
• The Gory Details
• How to enable setup QAD Guide Me
• How to enable/disable QAD Message Box
• Other new features
• Questions and Answers
• Next Steps

3
Brief Overview Challenges

• Do more, with less
• I need a quick report
• What am I supposed to enter in this screen?
• Internal Communication Streamlining the process

4
Brief Overview New Tools to Help

• Do more, with less
• New Comparative Browse Search Criteria makes
  exception reporting easier
• I need a quick report
• Export Browses directly to a formatted report
• What am I supposed to enter in this screen?
• Guide Me puts Field Help at your fingertips
• Internal Communication Streamlining the process
• QAD Inbox Workflow

5
Whats New in Browses?

• Search Criteria
• Compare to other fields
• System automatically determines which fields are
  the same data type
• Relative Date Formats (released in .NET 2.8)
• Today, Tomorrow, Yesterday, This Month, This
  Quarter, etc.

6
Whats New in Browses? (ctd)

• Search Criteria Examples
• Sales/Customer Service
• Price lt Cost
• Due Date gt Required Date
• Qty Shipped gt Qty Invoiced
• Accounts Payable
• Expected Date gt Due Date
• Qty Received ltgt Qty Invoiced
• Due Date Today
• Production
• Qty Complete lt Qty Ordered
• Actual Run Time gt Standard Run Time
• Due Date lt Today
• Accounts Receivable
• Qty Shipped ltgt Qty Invoiced
• Amount Paid lt Amount Due

7
Whats New in Browses? (ctd)

• Actions / Export options
• Export to CSV

8
Whats New in Browses? (ctd)

• Actions / Export options
• Report Note Requires Report Engine (QAD 2009
  above or retrofit)

9
Whats New in Browses? (ctd)

• Actions / Export options
• Report (ctd)

10
Whats New in Browses? (ctd)

• Actions / Export options
• Report (ctd) (Summaries)

11
Whats New in Browses? (ctd)

• Actions / Export options
• Report (ctd) (Summaries)

12
QAD Guide Me

• Displays Field Help as a Tool Tip (includes
  custom field help)

13
QAD Message Inbox Workflow

• New Message Box

14
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Set Browse Criteria, Choose Workflow

15
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Choose Recipient(s)

16
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Write a new message

17
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Send
• Workflow Recipient gets New Message
  Notification when they log in

18
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Open Inbox

19
QAD Message Inbox Workflow

• New Message Box (ctd)
• Workflow Click on Browse hyperlink
• Workflow Browse opens with criteria selected

20
The Gory Details

• How to enable QAD Guide Me
• How to disable QAD Messages (or any plug-in)

21
How to enable QAD Guide Me

• Guide Me plug-in is disabled by default
• Note As of this presentation, the Guide Me
  plug-in may require some manual intervention for
  use with QAD Standard Edition, since by default
  the properties are not in the client-session.xml
  file.
• Affected parameters
• guideMe.Enabled - Enables or disables Guide Me
  feature.
• guideMe.Debug - Displays unresolved tokens and
  enables browser context menu. Default False
• guideMe.ShowDelay - Delay in milliseconds before
  the ToolTip is displayed. Default 500
• guideMe.HideDelay - Delay in milliseconds before
  the ToolTip is hidden. A value of zero indicates
  the ToolTip is not hidden until the mouse leaves
  the control region. Default 0.
• guideMe.Animation - Enables and disables tooltip
  animation affects. When set to true, this ensures
  that the Guide Me screen is displayed gradually
  on the screen, instead of immediately displaying
  and disappearing. Default true

22
How to enable QAD Guide Me (ctd)

• All users Edit the client-session.xml file
• Certain users Add a parameter to the shortcut
  path on each client (guideme.enabledtrue)

23
How to disable QAD Message Inbox

• New QAD Messaging enabled by default for
• QAD 2010 SE (eB2.1 SP10) and QAD 2010 EE
• Edit client-bootstrap.xml
• lt!-- A plugin deployed on the client that should
  not be initialized. Multiple plugins may be
  disabled by repeating this configuration. plugin
  key (bootstrap only)--gt
• lt!-- for eB2.1 SP10 no change is needed below
  --gt
• ltdisablegtqad.plugin.messaging2lt/disablegt
• Note For releases prior to QAD 2010, refer to
  the .NET UI 2.9.1 Release Bulletin for how to
  enable or disable the QAD Messaging or other
  relevant plug-ins.

24
Other New Features

• Restrict Configurable Screens by Domain
• By default, Configured Screens set up in one
  domain are available and applied to all domains.
• Restrict access to templates for each environment
  by setting the configByDomain parameter in
  setting.dat in the ltQADgt/com/ltUIgt/mfgpro
  directory
• Configurable Screens Report (36.20.10.17)
• Lists all programs/screens with configured
  templates
• Details include which security groups run the
  template as well as what has been changed

25
Other New Features (ctd)

• Multiple Attachment Areas
• Allows you to attach documents to multiple fields
  and/or frames inside a function, instead of just
  one
• Quick Search (released in .NET 2.8)
• Enables a search across multiple fields and
  multiple browses.
• Examples
• Search for a Customer PO in both Sales Order
  Browse and Invoice History Browse at the same
  time
• Search for a description in both pt_desc1 and
  pt_desc2
• QADSH Shell URL command line
• Enables a command line to allow reports to be run
  in a similar way to running browses.

26
Questions?
27
Next Steps The More You Know

• .NET UI 2.9.1 is compatible with eB2.1 SP4 and
  above, both Standard Edition Enterprise Edition
• .NET UI is available free of charge if youre
  current on QAD Maintenance
• .NET UI can run simultaneously with CHAR and GUI
  sessions
• To install a new version of .NET UI in a test
  environment, install Tomcat in a new directory
  and use a different port than the production
  environment!

28

• Thank You!
• Stacy Elwood
• selwood_at_bravepoint.com