Training Guide

QAD Web UI Quick Start

70-3401-2018EE
QAD Cloud ERP with Web UI 2018
March 2019
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Copyright ©2019 by QAD Inc.
WebUI_QuickStart_TG_v2018EE.pdf/xcm
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 Contents
ABOUT THIS COURSE .................................................................................................. 9

Course Description ................................................................................................................................. 9

QAD WEB UI INTRODUCTION .....................................................................................11

Overview .............................................................................................................................................. 16
QAD Enterprise Applications Web UI .......................................................................................... 17
Role-based Menus.......................................................................................................................... 18
Menu Access .................................................................................................................................. 19
Menu Item Types ........................................................................................................................... 20
Menu Item Views........................................................................................................................... 21
Collaboration ................................................................................................................................. 23
Role-based Security ....................................................................................................................... 24
Action Centers ............................................................................................................................... 25
QAD Platform ................................................................................................................................ 26
Terminology................................................................................................................................... 27
Review ........................................................................................................................................... 29

UI MENU BAR ...............................................................................................................30

Overview .............................................................................................................................................. 32
Signing In ....................................................................................................................................... 33
Introduction to the Web UI ............................................................................................................ 34
Menu Bar ....................................................................................................................................... 35
Role Menus .................................................................................................................................... 36
Action Centers ............................................................................................................................... 37
Dashboards..................................................................................................................................... 39
Role Menu Options ........................................................................................................................ 41
Menu Search .................................................................................................................................. 42
Inbox .............................................................................................................................................. 43
Workspace ..................................................................................................................................... 46
Help................................................................................................................................................ 47
User Options .................................................................................................................................. 50
Review ........................................................................................................................................... 51
Exercise: UI Menu Bar .................................................................................................................. 52

UI NAVIGATION ............................................................................................................53

Overview .............................................................................................................................................. 55
Favorites......................................................................................................................................... 56
Views ............................................................................................................................................. 59
View Actions ................................................................................................................................. 60
Browse Grids ................................................................................................................................. 61
Forms ............................................................................................................................................. 62
Stored Views .................................................................................................................................. 64
4 QAD Web UI Quick Start Training Guide

Activity .......................................................................................................................................... 65
Attachments ................................................................................................................................... 66
Drill-down Links............................................................................................................................ 67
Reports ........................................................................................................................................... 68
Review ........................................................................................................................................... 69
Exercise: UI Navigation................................................................................................................. 70

SETUP CONSIDERATIONS ..........................................................................................71

Overview .............................................................................................................................................. 73
Four Types of Data ........................................................................................................................ 74
Business Data Summary ................................................................................................................ 75
System Data Setup in .Web UI ...................................................................................................... 77
Shared Sets ..................................................................................................................................... 78
Credit Terms .................................................................................................................................. 80
System Data Setup in .NET UI ...................................................................................................... 81
Invoice Status Codes ...................................................................................................................... 82
Profiles ........................................................................................................................................... 83
Domain Data Setup in Web UI ...................................................................................................... 84
Customer Domain Settings ............................................................................................................ 85
Generalized Codes ......................................................................................................................... 86
Domain Data Setup in .NET UI ..................................................................................................... 87
Work Centers ................................................................................................................................. 88
Routings ......................................................................................................................................... 89
Financial Data Setup in Web UI .................................................................................................... 90
GL Accounts .................................................................................................................................. 91
Cost Centers ................................................................................................................................... 92
Financial Data Setup in .NET UI ................................................................................................... 93
Daybooks ....................................................................................................................................... 94
Exchange Rates .............................................................................................................................. 95
Review ........................................................................................................................................... 96
Exercise: Setup Considerations...................................................................................................... 97

SECURITY .....................................................................................................................98

Overview ............................................................................................................................................ 100

Authentication .............................................................................................................................. 101
Authorization ............................................................................................................................... 102
Role-Based Access Control ......................................................................................................... 103
Users ............................................................................................................................................ 104
User Access.................................................................................................................................. 105
Roles ............................................................................................................................................ 106
Role Membership ......................................................................................................................... 107
Security Context .......................................................................................................................... 108
Role Permissions.......................................................................................................................... 109
Resources ..................................................................................................................................... 110
Resource Hierarchy...................................................................................................................... 111
Secure Resources Permissions ..................................................................................................... 112
Form Actions ............................................................................................................................... 113
Menu ............................................................................................................................................ 114

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 5

Menu Security .............................................................................................................................. 115

Set Up User, Role, Role Membership .......................................................................................... 116
Role Permissions.......................................................................................................................... 117
User Access.................................................................................................................................. 118
Menus........................................................................................................................................... 119
Review ......................................................................................................................................... 121
Exercise: Security ........................................................................................................................ 122

BASE ...........................................................................................................................123

Overview ............................................................................................................................................ 125

Sites.............................................................................................................................................. 126
Locations...................................................................................................................................... 127
UM Conversions .......................................................................................................................... 128
Item Status Codes ........................................................................................................................ 129
Product Lines ............................................................................................................................... 130
Items............................................................................................................................................. 132
Customer Ship-To’s ..................................................................................................................... 139
Suppliers ...................................................................................................................................... 141
Review ......................................................................................................................................... 147
Exercise: Base .............................................................................................................................. 148

ADMINISTRATION ......................................................................................................149

Overview ............................................................................................................................................ 151

Activity Tracking ......................................................................................................................... 152
User Profile .................................................................................................................................. 154
Lookup Definitions ...................................................................................................................... 158
Alerts............................................................................................................................................ 163
Managing Approvals.................................................................................................................... 167
Review ......................................................................................................................................... 176
Exercise: Administration ............................................................................................................. 177

ACTION CENTERS .....................................................................................................178

Overview ............................................................................................................................................ 180

Action Centers Overview............................................................................................................. 181
KPIs ............................................................................................................................................. 185
Visuals ......................................................................................................................................... 190
Developing Action Centers .......................................................................................................... 197
Review ......................................................................................................................................... 201
Exercise: Action Centers.............................................................................................................. 202

QAD PLATFORM ........................................................................................................203

Overview ............................................................................................................................................ 205

Platform Process Flow ................................................................................................................. 206
Apps ............................................................................................................................................. 207
Current Developer Settings .......................................................................................................... 208

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6 QAD Web UI Quick Start Training Guide

Data Stores ................................................................................................................................... 209

Business Components .................................................................................................................. 210
View Builder ................................................................................................................................ 215
Business Component Deployment ............................................................................................... 229
Business Components Relationships ........................................................................................... 232
Build Business Components Relationships.................................................................................. 235
Review ......................................................................................................................................... 237
Exercise: QAD Platform .............................................................................................................. 238

EXERCISES ................................................................................................................239

Exercise: UI Menu Bar ....................................................................................................................... 240

Exercise: UI Navigation ..................................................................................................................... 241

Exercise: Setup Consideration ............................................................................................................ 242

Exercise: Security ............................................................................................................................... 243

Exercise: Base .................................................................................................................................... 244

Exercise: Administration .................................................................................................................... 245

Exercise: Action Centers .................................................................................................................... 246

Exercise: QAD Platform..................................................................................................................... 247

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 Change Summary
The following table summarizes significant differences between this document and the previous version.

Date/Version Description Reference

March 2019/2018EE 1st Release --
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--
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 About This Course

Course Description
This course provides quick start training on QAD Web UI by offering a high-level overview of most of the
core features of the QAD system. The quick start is for students who want to rapidly begin using the
application software. This accelerated course provides a focused introduction to the fundamentals of the
system and demonstrates how features apply to critical business processes.
Topics will be presented and then practiced with hands-on exercises. On the last day, students will have the
opportunity to test their understanding and knowledge by working on an extended exercise covering most of
the topics discussed during the class.

Course Objectives
By the end of this class, students will:
• Have a thorough understanding of the concepts underlying QAD Web UI
• Be able to navigate, browse, and report in QAD Web UI
• Understand the best practices for setting up and using QAD Web UI
• Understand how QAD Web UI security concepts and setup
• Be able to admin the system users and functions in QAD Web UI
• Be able to complete the basic business processes of the Actioin Center, Platform, etc.

Audience
This class is intended for QAD users, who have the knowledge of QAD Enterprise Edition and would like to
understand QAD WebUI, include QAD customers, partners, as well as QAD R&D and Services and Support
personnel.

Prerequisites
In order to obtain maximum benefit from this class, an understanding of QAD Enterprise Edition is required.

Course Credit and Scheduling

This course provides 12 credit units. It is designed to be taught in 2 days.
10 QAD Web UI Quick Start Training Guide

Virtual Environment Information

The hands-on exercises in this book should be used with the latest Enterprise Edition learning environment.
When prompted to log in, specify [email protected] for user ID and qad for password. In general, students are
more comfortable with static data they are familiar with such as currencies and addresses. However, it is up to
the instructor to decide which exercise set to use, depending on the audience.

Additional Resources
If you encounter questions on QAD software that are not addressed in this book, several resources are
available. The QAD corporate Web site provides product and company overviews. From the main site, you
can access the QAD Learning or Support site and the QAD Document Library.
Access to some portions of these sites depends on having a registered account.
http://www.qad.com/

QAD Learning Center

To view available training courses, locations, and materials, use the QAD Learning Center. Choose Education
under the Services tab to access this resource. In the Learning Center, you can reserve a learning environment
if you want to perform self-study and follow a training guide on your own.

QAD Document Library

To access release notes, user guides, training guides, and installation and conversion guides by product and
release, visit the QAD Document Library. Choose Document Library under the Support tab. In the QAD
Document Library, you can view HTML pages online, print specific pages, or download a PDF of an entire
book.
To find a resource, you can use the navigation tree on the left or use a powerful cross-document search, which
finds all documents with your search terms and lets you refine the search by book type, product suite or
module, and date published.

QAD Support
Support also offers an array of tools depending on your company’s maintenance agreement with QAD. These
include the Knowledgebase and QAD Forums, where you can post questions and search for topics of interest.
To access these, choose Visit Online Support Center under the Support tab.

Questions? Visit community.qad.com

 CHAPTER 1

QAD Web UI Introduction

12 QAD Web UI Quick Start Training Guide

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 QAD Web UI Introduction 13

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14 QAD Web UI Quick Start Training Guide

Facilities

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 QAD Web UI Introduction 15

Quick Start

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16 QAD Web UI Quick Start Training Guide

Overview

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 QAD Web UI Introduction 17

QAD Enterprise Applications Web UI

QAD Enterprise Applications Web UI streamlines tasks, making them faster and more efficient.
The QAD Web UI is based on a new architecture in QAD Enterprise Applications that offers a layered,
services-oriented architecture, with separate layers responsible for presentation, business logic, data, and
foundation services.
This layered approach makes possible the new, responsive user experience. The QAD Web UI is designed for
desktop and mobile interaction with QAD Enterprise Applications in the Cloud.
In QAD Cloud ERP, the QAD Web UI offers mobile access, enabling QAD Enterprise Applications to run
anywhere, anytime and on any device.
The QAD Web UI provides a web-based user interface to the resources of QAD Cloud ERP. These resources
include views that bring together forms and browses, reports, action centers, and many more. Resources are
organized within apps that bring together related business services. For example, for Customer Management,
the Sales app brings together business services for the Salesperson view, Sales Quotes view, Sales Orders
view, and many more.

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18 QAD Web UI Quick Start Training Guide

Role-based Menus

QAD Web UI is based on Role-based Access and Security.

When user login to QAD Web UI, the system checks the user role membership, role permissions, and user
role menus etc. and displays the menus in the Menu Bar area based on the user role menus organization.
If one user has multiple roles, select different role to have different menus displayed accordingly.

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 QAD Web UI Introduction 19

Menu Access

User can access menu from menu drop-down list. Or user can search menu who have the permission to access.
The system keeps recently searched menus so user can easily to access often using menus.

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20 QAD Web UI Quick Start Training Guide

Menu Item Types

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 QAD Web UI Introduction 21

Menu Item Views

The QAD Web UI menu offers views in which you can interact with QAD Enterprise Applications. Because
views combine forms and browses, they are also called hybrid views.
For a menu item, some views include predefined system views for your convenience. For example, Purchase
Orders includes a Quick Order view that includes only the panels that contain required fields, while the
Default View includes all of the panels. Security settings can limit what a given role can see and update,
tailoring access for that role.
You can modify a view and then save it for later use as a stored view. Aspects of a view you can modify
include the grid columns, grid search conditions, and form panels. After configuring a view, you can save it as
a stored view from the drop-down located next to the view title. Once saved, a stored view is available from a
pull-down menu located next to the view title.
Stored views can be made available just to you, can be shared with selected roles, or can be made available to
everyone on the system.

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22 QAD Web UI Quick Start Training Guide

Menu Item Views

A view includes a toolbar along the top, a grid (or browse) displaying a list of records, and a form for
completing work. Because views combine forms and browses, they are also called hybrid views.
The form organizes everything you need on a single page, typically starting with a summary panel at the top.
Related fields and functions are grouped within panels. The navigation bar, located just below the summary
panel, allows for quick access to any panel of interest. You can quickly access anything on the form by
scrolling or using the navigation bar.

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 QAD Web UI Introduction 23

Collaboration

From a form, open the Activity panel on the right side of the page by clicking on the Activity icon along the
right. You can comment on activity in a way similar to how you use social media.
You can add comments directly to the activity feeds, and mention the names of other uses in the comments by
first typing the @ symbol.
Tagged users receive Inbox notifications that they have been mentioned in a comment. They can then go
directly from their Inbox notification to the form and its activity panel. They can also simply reply to the
Inbox notification.
You can attach files to views to keep relevant documents together for a particular transaction. For example,
you can attach spreadsheets, Word documents, and PDFs to a purchase order.

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24 QAD Web UI Quick Start Training Guide

Role-based Security

Security model components include Users, Roles, Permissions, Menu Security, Field Security, Business
Entity Security, Service Security, and Secured Resources.
Role-based access security is a mechanism that governs a user’s ability to gain access to domains, entities,
sites, and menu-level functions.
Role-based access security operates through the use of several key components: Roles, Role permissions, Role
membership.
Use Role Permissions to assign the permissions to the role and ensure the role can access the business entities,
browses, lookup tables, and dashboard panels required to perform its tasks.
Use User Access to assign Domain, Entity and Roles to user.
Use Menus to assign and organize the menus for a role and also assign the permissions to the menus.

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 QAD Web UI Introduction 25

Action Centers

Action Centers provide managers with insights into their business in a visual format. They offer next-
generation analytics, which allow managers to monitor KPIs that provide insights into particular areas of
responsibility.
The KPIs are based on operational or financial browses and Financial Report Writer (FRW) KPIs created in
the .NET UI, and on browses built using the Entity Builder functionality. They provide slice and dice
capabilities, so that you can modify the data output according to your needs. These embedded analytics read
the data directly from the core ERP system in real time or daily, depending on your needs.
Visuals are graphical representations of the KPI data in chart or table form. After you create a visual, you can
publish it to the action center Gallery. You can then create an action center with multiple tabs, each of which
contains multiple KPI visuals. You can create personal action centers, and administrators can create shared
action centers for distribution to a number of users based on a user role.

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26 QAD Web UI Quick Start Training Guide

QAD Platform

The QAD Platform allows you to extend the QAD product by adding a new Business Entity.
The QAD Platform includes Data Stores, Apps, Entity Builder and utilizing the View Builder to create views
allowing users to interact with new Business Entities.
The process start from creating an app and then define the data stores in the system. Next, you can create
business entity and build view and form for the business entity. After you deployed the business entity, you
can access and run the business entity. You can also set up relationships for some business entities.

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 QAD Web UI Introduction 27

Terminology

QRA: QAD Reference Architecture. Increasingly, users access the latest software from anywhere, at anytime,
and their interaction with systems have evolved from keyboard and mouse to touch screen and voice input. In
order for QAD’s products to have a place in this environment, its architecture must promote a high degree of
flexibility, accessibility, and usability. To provide a design that meets these requirements, the QAD reference
architecture (QRA) describes and sets the standards for QAD’s strategic architectural goals for its products.
QRA is a layered, services-oriented architecture, with separate layers responsible for presentation, business
logic, data, and foundation services.
QRA Layers: The presentation layer contains the components that implement the user interface. The
business layer contains the application business logic and exposes functionality to consumers through
published business service APIs. The data layer represents the data store of the application. The foundation
layer contains functionality and services that are common to multiple architectural layers.
Business Components: Business Components encapsulate the business logic and data necessary to represent
real world elements, such as Customers or Orders, within the application.
A business component is an application business object with a specific CRUD (Create, Update and Delete)
interface through which the state of a business component instance can be maintained. It is defined by a set of
interfaces that together describe an application business object. A business component has a structure used to
represent its state and metadata describing other characteristics of the entity. These characteristics include
information about formatting and labels that can be applied to entity properties, lists of values that a property
may assume and other general validations.
Apps: An App is a container of all your specific development artifacts for extensions. QAD Enterprise
Application provides the standard apps such as Base, Costing, Financials, Inventory, Logistics, Purchasing,
Sales, Service etc..

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28 QAD Web UI Quick Start Training Guide

Data Stores: A Data Store is where data is stored and retrieved in the system. When you define a Business
Component, the system will need to know where to store the structure and data of the Business Component.
Business Component Builder: The Business Entity Builder is a hybrid view which shows all business
components that exist in the system. This is a mixture of business components that can be controlled in the
current environment and business components that have been installed as part of other app packages. You can
use the Business Entity Builder to define business components fields, relationships, and deploy business
component.
View Builder: The View Builder functionality allows you to build views for visual representation of your
Business Components. It also allows you to define the hybrid view and by defining the browse that should be
used for selecting your business component from the menu.

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 29

Review

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30 QAD Web UI Quick Start Training Guide

CHAPTER 2

UI Menu Bar

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 UI Menu Bar 31

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32 QAD Web UI Quick Start Training Guide

Overview

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 UI Menu Bar 33

Signing In

You can access the QAD Channel Islands UI from a web browser in the same way that you normally access
web pages on the Internet.
To sign in, open the QAD Channel Islands UI in your browser and enter your username and password. Your
username can be a user identifier or email address.
If QAD is synchronized to your company’s directory service, you can sign in with your company email
address and password.
The features you can access depend on your role memberships in the system. The menu options can vary
depending on your role.

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34 QAD Web UI Quick Start Training Guide

Introduction to the Web UI

QAD Enterprise Applications is a complete integrated suite of software solutions for enterprise resource
planning (ERP). Now, a new web-based user interface is available for QAD Enterprise Applications: the QAD
Channel Islands UI.
The QAD Channel Islands UI streamlines tasks, making them faster and more efficient. Simple and intuitive
for the first-time user, the system also offers all the complexity needed by the power user, enabling the
Effective Enterprise.
The QAD Channel Islands UI is based on a new architecture in QAD Enterprise Applications that offers a
layered, services-oriented architecture, with separate layers responsible for presentation, business logic, data,
and foundation services.
This layered approach makes possible the new, responsive user experience. The QAD Channel Islands UI is
designed for desktop and mobile interaction with QAD Enterprise Applications in the Cloud.
In QAD Cloud ERP, the QAD Channel Islands UI offers mobile access, enabling QAD Enterprise
Applications to run anywhere, anytime and on any device.

Questions? Visit community.qad.com

 UI Menu Bar 35

Menu Bar

The menu bar is in the top of the screen and starts with the QAD icon, located in the upper left. Clicking on
the QAD icon takes you to your home page.
After the QAD icon, the menu bar includes:
• Role and Favorites menu selection
• Action Centers and Dashboards
• Role menu options
• Menu Search
• Inbox
• Workspace
• Help
• User Options

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36 QAD Web UI Quick Start Training Guide

Role Menus

On the menu bar, choose your role from the drop-down listing the roles available to you. When you choose a
role menu, the menu bar displays the menu items available for the role. Choose Favorites, located at the
bottom of the drop-down list, to have the menu bar display all your favorite menu items.

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 UI Menu Bar 37

Action Centers

Action Centers provide managers with insights into their business in a visual format. They offer next-
generation analytics, which allow managers to monitor KPIs that provide insights into particular areas of
responsibility.
Choose an action center to view from the dashboard icon drop-down listing all the action centers available to
you.

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38 QAD Web UI Quick Start Training Guide

Action Centers

An example of Action Centers: Purchasing Manager.

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 UI Menu Bar 39

Dashboards

A dashboard brings together summaries of data, web pages, business intelligence, and operational metrics
within panels. Each panel offers a quick summary; to find out more, you can expand the panel or click on the
panel to open a view.
Choose a dashboard to view from the dashboard icon drop-down listing all the dashboards available to you.
Each role-based dashboard provides visual indicators of trends, inefficiencies, and outlying indicators to help
users respond to immediate concerns and to develop long-term strategies.
If you have been assigned more than one role, the available dashboards available to you do not change when
you change roles. You always have access to the same set of dashboards regardless of your current role. Note
that you can set a dashboard as your home page.

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40 QAD Web UI Quick Start Training Guide

Dashboards

An example of Dashboards: Purchasing Material Planner.

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 UI Menu Bar 41

Role Menu Options

The selections here can vary depending on your current role, as selected from the role menu. For example, if
your role is Purchasing Manager, the menu options include Purchasing, Customers, Requisitions, Suppliers,
Purchasing Attributes, Receipts, and so on.
Click the menu option drop-down listing and choose a menu to work with the browses or view grids.

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42 QAD Web UI Quick Start Training Guide

Menu Search

Use the menu search to find all the menu items available to you. The menu search features “type ahead”
behavior so you can easily find items with similar names.
Icons indicate the menu item types, including browses, reports, and views.
You can set a menu item as a favorite directly from the listing of menu items, and see which are already
favorites.
Note: The search listing is in alphabetical order, starting with the first letter of found matches. For example, if
you type “items” in the search bar, the listing will not start with Items, as you might expect, but with
“Container Items.”

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 UI Menu Bar 43

Inbox

Click on the Inbox to see your messages. The Inbox lets you know of how many new messages you have with
an indicator on the icon.
Inbox messages include Tasks and Notifications.
•Tasks include approval requests such as Requisition Approvals.
•Notifications indicate activity such as system events, comments from other users, and updates on transactions
that you are following.
To view all task messages and notification messages, you can go to the Extended Inbox. To go to Extended
Inbox, click View Inbox.

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44 QAD Web UI Quick Start Training Guide

Inbox

On the Task tab in the Extended Inbox, the system displays all the active tasks by default. You can sort the
task messages by Date Received, Due Date, From, or Domain. You can also filter the messages by clicking
the lookup browse icon and using searching conditions.
Click a specific task message in the list, and the system displays the approval screen to the right. You can
approve, deny, or route the approval request. When you approve or deny a request, you can enter your
comments on the request and also update the editable fields. To route the approval request to another user,
click the More button and choose Route. When you route the approval request, you can also enter your
remarks.
You can approve or deny the approval requests in bulk. To do a mass approval, select the boxes at the
beginning of all the listed approval requests that you want to handle. And then from Actions, choose Approve
to approve all the selected requests. Choose Deny to deny all the selected requests. You can also give your
comments when you approve or deny.
You can view archived tasks by clicking the small drop-down arrow button beside Tasks. Archived tasks
show all tasks that are completed by you. You cannot take any action on these tasks. To switch from Archived
Tasks back to Active Tasks, click the small triangle drop-down button beside Tasks.

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 UI Menu Bar 45

Inbox

On the Notifications tab in the Extended Inbox, the system displays all the active notifications by default. You
can sort the notification messages by Date Received or Workspace. You can also filter the messages by
clicking the lookup browse icon and using search conditions. For example, you can search by From and enter
System to search the notifications that are not generated from user activities or comments. An example of this
kind of notification is a notification to show that an approval request has been approved.
Click a specific notification message in the list, and the system displays the details page to the right. You can
comment on the notification message, or archive it. If the notification is about a report for downloading, the
system displays the Download button instead of the Comment button. To download the report, click
Download.
You can view archived notifications by clicking the small triangle drop-down button beside Notifications.
Archived notifications show all notifications that are archived. You can still comment on the notifications. To
switch from Archived Tasks back to Active Tasks, click the small drop-down arrow button beside Tasks.

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46 QAD Web UI Quick Start Training Guide

Workspace

Choose the workspace from the drop-down list of workspaces available to you, where workspace is the
domain and entity within which you are working. Changing workspaces applies to all browser tabs running
the QAD Channel Islands UI. Be sure you have saved your work in all the tabs before changing workspaces.
When you change workspaces, the system will prompt you to confirm that you are ready to change
workspaces.

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 UI Menu Bar 47

Help

From the help drop-down, you can view the online help, open process maps, and access the QAD Document
Library.

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48 QAD Web UI Quick Start Training Guide

Help

From the help drop-down, click Online Help and go to QAD Online Help web page.

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 UI Menu Bar 49

Help

From the help drop-down, click the Process Map and go to QAD process maps.

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50 QAD Web UI Quick Start Training Guide

User Options

From the user options icon drop-down, you can:

- View your user profile settings and change your language and locale
- Review submitted approvals and set approval delegation
- View and organize your favorites
- Set the current page as your home page or reset to the default home page
- Sign out of the QAD Channel Islands UI
Note: A detailed explanation of these functions will be covered during a combination of the Administration
and Navigation sections of the course.

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 UI Menu Bar 51

Review

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52 QAD Web UI Quick Start Training Guide

Exercise: UI Menu Bar

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 UI Navigation 53

CHAPTER 3

UI Navigation

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54 QAD Web UI Quick Start Training Guide

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 UI Navigation 55

Overview

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56 QAD Web UI Quick Start Training Guide

Favorites

You can save a menu item as a favorite, and easily access your favorites from the menu bar. On a menu item
where you are currently working, you can save it as a favorite by selecting Favorite from the ellipsis icon.

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 UI Navigation 57

Favorites

You can also set a menu item as a favorite from the menu search results.

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58 QAD Web UI Quick Start Training Guide

Favorites

To manage your favorites and organize them into folders, from the user options drop-down menu, choose
Favorites, located at the bottom of the listing.
From here, you can add new folders by selecting New Folder. The folders you create will become the menu
bar option drop-downs. You can drag-and-drop your favorites and organize them into folders. The changes
you make here specify the order and hierarchy of how your favorites display in the menu bar.
Select New Favorite to open the menu search and find menu items you want to set as favorites.

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 UI Navigation 59

Views

A view includes a toolbar along the top, a grid (or browse) displaying a list of records, and a form for
completing work. Because views combine forms and browses, they are also called hybrid views.
The form organizes everything you need on a single page, typically starting with a summary panel at the top.
Related fields and functions are grouped within panels. The navigation bar, located just below the summary
panel, allows for quick access to any panel of interest. You can quickly access anything on the form by
scrolling or using the navigation bar.

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60 QAD Web UI Quick Start Training Guide

View Actions

A view may include an Actions toolbar in the top, and you can take some actions on the individual record.
For example, based on the purchase order status, you can cancel an order, receive an order, close an order, or
reopen an order.

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 UI Navigation 61

Browse Grids

When you first open a view, the browse grid displays records in rows.
Browses include the following features:
• Quickly search for data or add search conditions
• Sort on columns
• Use paging controls along the bottom of the grid display
• Hide and show columns with configuration settings
• Save column configurations as part of a stored view
• Save search filters as stored searches

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62 QAD Web UI Quick Start Training Guide

Forms

In a form, you create, view, edit, and delete record data. The form displays when you double-click on a row (a
record) in an editable view grid. A form includes a summary panel, navigation bar, main panel, and then
various detail panels and sub-panels.
The summary panel displays key data about the form so that you know what you’re working on at a glance.
The summary panel is located between the menu bar and the navigation bar. These fields are read-only and
stay in view even when you scroll down the page.
The navigation bar summarizes the various panels on the form, with drop-downs for the sub-panels. Use the
navigation bar to jump quickly to any panel on the form.
The configuration (gear) icon on the navigation bar provides a dialog where you can control the display of
panels on a form.
The main panel is the first panel located below the navigation bar. The main panel includes the most pertinent
fields and controls, while the detail panels (and sub-panels) bring together various supporting fields and
controls.
A form grid is a grid located in a form’s panel that lists data you can edit. The Channel Islands UI includes
two types of form grids:
•Single-row edit grid — only one row at a time can be edited.
•Multi-row edit grid — multiple rows can be edited at a time.
The form footer is the area along the bottom of the form. This area includes buttons for saving and canceling
changes you have made on the form:
•Save — the Save button becomes active when you have made changes that need saving.

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 UI Navigation 63

•Save & Next — Clicking Save & Next saves the current form and then moves to the next grid (browse)
record so you can continue your work without having to explicitly open the next record. If you are on the last
record, clicking Save & Next will start a new record for you.

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64 QAD Web UI Quick Start Training Guide

Stored Views

You can modify a view and then save it for later use as a stored view. Aspects of a view you can modify
include the grid columns, grid search conditions, and form panels. After configuring a view, you can save it as
a stored view from the drop-down located next to the view title. Once saved, a stored view is available from a
pull-down menu located next to the view title.
Stored views can be made available just to you, can be shared with selected roles, or can be made available to
everyone on the system.

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 UI Navigation 65

Activity

From a form, open the Activity panel on the right side of the page by clicking on the Activity icon along the
right. You can comment on activity in a way similar to how you use social media.
You can add comments directly to the activity feeds, and mention the names of other uses in the comments by
first typing the @ symbol.
Tagged users receive Inbox notifications that they have been mentioned in a comment. They can then go
directly from their Inbox notification to the form and its activity panel. They can also simply reply to the
Inbox notification.

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66 QAD Web UI Quick Start Training Guide

Attachments

You can attach files to views to keep relevant documents together for a particular transaction. For example,
you can attach spreadsheets, Word documents, and PDFs to a purchase order.
To attach a file, open the attachments panel by clicking on the paperclip icon. Drag the attachment to the
attachments drop area, or click Upload to select the attachments.
To view an attachment, in the Attachments panel, click on the attachment title to download and view the file.
Right-click on the attachment to delete the attachment, view its properties, or download it.

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 UI Navigation 67

Drill-down Links

Selected views such as Purchase Orders include the drill-down links feature. By clicking on the link icon
located on the right side of the view, you can quickly access browses related to data in the currently selected
record.
For example, if you have Purchase Orders open and are working on a particular order, you can quickly open
the Supplier browse for the supplier of the order.

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68 QAD Web UI Quick Start Training Guide

Reports

You can run reports using the report viewer. When you first open a report, complete the Settings and Filter
panels. Next, click Run to run the report right away, or schedule the report to be delivered in your Inbox using
Schedule > Schedule Report.
Some reports can take time to render. After you click the Run button, a new tab opens with options for
viewing the report or having the report sent to your Inbox.
You can save a report with its current settings and filter by using the stored reports drop-down option.

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 UI Navigation 69

Review

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70 QAD Web UI Quick Start Training Guide

Exercise: UI Navigation

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 Setup Considerations 71

CHAPTER 4

Setup Considerations

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72 QAD Web UI Quick Start Training Guide

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 Setup Considerations 73

Overview

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74 QAD Web UI Quick Start Training Guide

Four Types of Data

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 Setup Considerations 75

Business Data Summary

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76 QAD Web UI Quick Start Training Guide

Business Data Summary

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 Setup Considerations 77

System Data Setup in .Web UI

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78 QAD Web UI Quick Start Training Guide

Shared Sets

Shared sets provide great flexibility in how a system can be set up. Default shared set codes are supplied with
the system. However, you can create as many shared sets as necessary.
Use Shared Sets to create shared set codes. Enter a shared set code and description. Select a shared set type for
the shared set code.
The following types of data can be shared:
- Customers
- Suppliers
- Accounts
- Sub-accounts
- Sub-account COA mask
- Cost centers
- Cost center COA masks
- Projects
- Project COA masks
- Exchange rates
- Daybooks

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 Setup Considerations 79

Example: Three US domains can use the same chart of accounts, while two other domains in China use
another accounts shared set. Using shared sets streamlines and standardizes the use of accounts across the
enterprise.

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80 QAD Web UI Quick Start Training Guide

Credit Terms

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 Setup Considerations 81

System Data Setup in .NET UI

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82 QAD Web UI Quick Start Training Guide

Invoice Status Codes

Use Invoice Status Code Create to create codes used to:

- Manage the approval, allocation status, and payment of invoices for suppliers.
- Identify contested invoices for filtering reports and managing finance charge calculation for customers.
- Associate a default invoice status with each customer and supplier record.
Invoice status codes are primarily used with suppliers. You approve supplier invoices and release them for
payment by modifying the invoice status code applied to the invoice. You also control when and how postings
occur by specifying an invoice status code with a different allocation status.
The allocation status is typically changed after receiver matching, and you can specify the status the system
should use after matching by linking two codes together. This linking is used to provide defaults during the
processing of supplier invoices when receiver matching is done as a separate step. The defaults can be
changed as needed.

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 Setup Considerations 83

Profiles

Use Profile Create to create profiles. You use profiles to identify the relationships between records in shared
sets of different types. You may need only one profile of each type. However, there are cases when you may
want more than one. For example, it is a common practice to have different AR and AP accounts for domestic
and international trade. This requires defining a different profile code for each type.
You can create profiles of the following types:
- Banking Entry Daybook
- Cash Paid Daybook
- Cash Received Daybook
- Cost Center
- Customer Account
- Project
- Purchase Account
- Sales Account
- Sub-Account
- Supplier Account

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84 QAD Web UI Quick Start Training Guide

Domain Data Setup in Web UI

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 Setup Considerations 85

Customer Domain Settings

Use Customer Domain Settings to complete operational data for each company that purchases your products.
Customer records and associated financial data are created in the base module and reference a business
relation for address details and tax defaults.

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86 QAD Web UI Quick Start Training Guide

Generalized Codes

Use Generalized Codes to define values for the fields that only accept predefined codes.
Enter field name, value, and optionally a comment. If you have permission, specify the generalized code
group that this generalized code belongs to.

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 Setup Considerations 87

Domain Data Setup in .NET UI

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88 QAD Web UI Quick Start Training Guide

Work Centers

Use Work Center Maintenance to define work centers, which are production areas with one or more people or
machines having identical capabilities.
A work center and machine code identify a work center. Machine can be blank. Specify a machine only if
there is more than one machine in the work center and they cannot be used interchangeably (that is, each
machine is different or dedicated to different items).
If you specify a machine code, each operation must be assigned to a particular machine. Capacity and load can
be reviewed by machine or aggregated by work center.
When a subcontractor is used, set up a work center for each type of subcontract operation or supplier, leaving
costs zero.

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 Setup Considerations 89

Routings

Use Routing Maintenance to specify the sequence of operations used to produce a finished product or
subassembly.
Each routing consists of one or more operations. Operation information consists almost entirely of control
data, specifying where and how work is done, how long it should take, and how much it should cost.
The routing code is typically the item number of the manufactured item, but can be different for alternate
routings or for similar routings or processes at different sites. When different, specify the default routing code
in Item Planning Maintenance or Item-Site Planning Maintenance.
Each operation specifies a work center and machine, determining where the operation occurs. For in-house
operations, specify run time, setup time, and move time. If subcontracted, specify the preferred supplier and
subcontract cost.

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90 QAD Web UI Quick Start Training Guide

Financial Data Setup in Web UI

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 Setup Considerations 91

GL Accounts

Use GL Accounts to create GL accounts.

You can create the following types of accounts: Bank, Cash, Closing, Cross-Company Control, Customer
Control, Customer Payment, Fixed Assets, Inventory Control, Open Items, Standard, Supplier Control,
Supplier Payment, System, Tax, and WIP Control.
System accounts are used for system-wide functions, such as rounding differences or exchange rate gains and
losses. The System Type drop-down list in the GL Account screen is enabled when you specify a system
account.
GL Accounts includes seven panels: Main, Posting, Currency, Analysis, Banking, Cash, and SAF Defaults.

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92 QAD Web UI Quick Start Training Guide

Cost Centers

Use the Cost Centers to create cost centers that provide an additional reporting level for the GL account and
sub-account. Typically, a cost center can be a department or profit center within the entity for which you want
to generate separate reports.

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 Setup Considerations 93

Financial Data Setup in .NET UI

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94 QAD Web UI Quick Start Training Guide

Daybooks

Use Daybook Create (25.8.1.1) to create daybooks.

You can create the following types of daybooks: Banking Entries, Cash Entry, Consolidation, Customer,
Journal Entries, Matching Daybook, Revaluation, Periodic Costing, Reversing Entries, Supplier, and Year-
End Closing.
Daybooks contain the transaction posting lines, and control the posting of transactions because each daybook
must be linked to an accounting layer. In addition, each daybook is associated with a daybook control type,
which separate postings based on their source.
Daybooks define the accounting layers to use for posting: official, management, or transient. For example,
IFRS adjustment postings can be applied to the management layer to make the books conform to an IFRS
standard. Therefore, transactions that require verification can be easily grouped and isolated.
Depending upon the daybook type, the layer codes available for selection can be limited. Each posting
belongs to a single daybook and each daybook is linked to a single layer type.

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 Setup Considerations 95

Exchange Rates

Use Exchange Rate Create (26.4.1) to create exchange rates, which are applied to multiple-currency
transactions. Exchange rates are stored at the shared set level. Therefore, any changes made to exchange rates
in a domain affect all other domains using the same shared set.
Exchange rates are specified as the amount by which you multiply a single unit of a From Currency to reach
the equivalent number of the To Currency units. Exchange rates can be expressed in up to 10 decimal places.
You can create an exchange rate in only a single direction; you cannot create both an exchange rate and a
reciprocal rate.
Exchange rates can have both a start date and an end date. An exchange rate between two currencies is
superseded by an exchange rate of the same type between the same two currencies with a later start date.
Exchange rates can also have a scaling factor. Use scaling factors for currencies that have a very small value
relative to other currencies. The actual exchange rate used is the product of the entered exchange rate and the
scaling factor. The scaling factor can have up to seven decimal places.

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96 QAD Web UI Quick Start Training Guide

Review

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 Setup Considerations 97

Exercise: Setup Considerations

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98 QAD Web UI Quick Start Training Guide

CHAPTER 5

Security

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 Security 99

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100 QAD Web UI Quick Start Training Guide

Overview

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 Security 101

Authentication

Authentication is the mechanism through which the application identifies the user. The authentication service
provides the means to allow users to sign in to the application and be verified as a trusted user.
There are two types of authentication: form-based UI authentication and HTTP basic authentication.

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102 QAD Web UI Quick Start Training Guide

Authorization

Authorization uses a combination of “role permissions” information and “role membership” information.
Role permissions is used to identify the resources that should be accessible by users belonging to a role.
Role membership is used to identify the roles a user belongs to in the system.

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 Security 103

Role-Based Access Control

Role-based access control (RBAC) is an approach to restricting system access to authorized users.
Within an organization, roles are created for various job functions.
The permissions to perform certain operations are assigned to specific roles.
Users are assigned particular roles within a security context.
Management of individual user rights becomes a matter of simply assigning appropriate roles to the user.

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104 QAD Web UI Quick Start Training Guide

Users

Users are defined by the administrator.

In order for a user to be able to access a resource, the user needs permission. Determining if a user should be
granted permission is a two-step process: 1) determine if this user is a member of any of the roles in the
current security context and 2) determine what roles have access to the resource.
If a user needs to access the Web User Interface, the user must have a webui_user role.

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 Security 105

User Access

After auser’s access has been granted to those entities, use User Access to assign sites and roles to user.
The hierarchy tree structure includes system, domain, entity, site. Then determine the access and role
membership.

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106 QAD Web UI Quick Start Training Guide

Roles

Roles are used to model the business processes that exist within a business enterprise. Roles determine the set
of application resources that display for that user when they access their permitted workspaces. In order to
model your organization’s business processes effectively, users need access to all the appropriate application
resources required for them to perform their everyday business tasks.
Roles are defined at the system level. Roles and role menus delivered by QAD are samples only.
QAD reserves the right to change sample role menus or permissions.
Customers should create their own roles and may copy existing role menus.

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 Security 107

Role Membership

Role Membership is the set of links between roles and users.

A user is defined as a member of a role, and role membership is based on security context. For a user, the
entity is the explicit security context; the system and domain are the implicit security context.
A user can also have a default role for each of the security contexts. This is for the case where a user may
have more than one role within a security context.

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108 QAD Web UI Quick Start Training Guide

Security Context

Security context determines roles associated with a user. The default security context is workspace based.
Domain and Entity provided the security context for a user.
User and role are used when determining access rights to a resource. The roles associated with a user are
determined by the current workspace, which is comprised of the domain and entity.
The System is the resource available across all domains and entities.
The Domain is a resource only available in this domain.
The Entity is a resource only available in this entity.
The Site is a resource only available in this site.

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 Security 109

Role Permissions

Role permissions are defined by assigning a set of application resources to a role.

Role permissions are system-wide settings and are granted or denied on resources.
Permission is inherited from the parent, and the user must be granted permission for access.

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110 QAD Web UI Quick Start Training Guide

Resources

An app is a collection of programs that exposes a cohesive set of business services through a well-defined
interface. The set of exposed services defines a high-level area of business functionality. Example: Sales
Orders.
A business entity is an application business object with a specific CRUD interface. Example: SalesOrder.
A browse is a view of data that may be sourced from multiple tables across multiple modules
A report is a view of data generated from multiple datasources based on given filter criteria. Example: Sales
Order Price Report.
A Service exposes a piece of functionality outside of the regular CRUD interface. Example:
AuthorizationService, AttachmentService
Action Centers are based on Dashboards and KPIs. Dashboards are associated with Users and not Roles as
with other secure resources.
Field is a single element of data in a business entity. Example: CreditTerms.
Field Group is a logical grouping of fields that are part of a business entity.
View Resource Metadata is not a secured resource but used to create secured resource.

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 Security 111

Resource Hierarchy

Resources are organized in a hierarchy. A resource can be a parent of other resources.

Authorization is much simpler to maintain if permissions that apply to one resource can also apply to all of its
related resources.
Permissions can be inherited from parent to child.

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112 QAD Web UI Quick Start Training Guide

Secure Resources Permissions

Security is driven by Secure Resources. Resources are arranged in a hierarchy, and may have multiple
associated permission types; for example, Create, Read, Write, Delete, and so on. Any resource can have
permissions set explicitly; if not set, the resource will inherit permissions from its parent.

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 Security 113

Form Actions

Form Actions include New, Open, Edit, and Delete.

The New action needs the Create permission.
The Open action needs the Read permission.
The Edit action needs the Write permission.
The Delete action needs the Delete permission.

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114 QAD Web UI Quick Start Training Guide

Menu

Menus can be defined by the user as favorites.

Menus can be defined by an admin as role menus.
Role menus align with the roles associated with the user in the workspace.
Role menu permissions are independent of the role menu.
Permissions SHOULD align with the role menu.

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 Security 115

Menu Security

Menu items always refer to a secure resource.

Menu eligible resources are stored in Menu Resource table.
Menus are organized in a two-level hierarchy.

Two menu types: Role or favorite.

QAD role menus can be copied but not modified by customers.
QAD role menu permissions CAN be modified.

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116 QAD Web UI Quick Start Training Guide

Set Up User, Role, Role Membership

You can set up users, roles, role permissions, and role membership in QAD EE .NET UI. To create a role for
the Channel Islands UI, open Role Create in the .NET UI.
You can also maintain the role permissions in both .NET UI and Web UI.
In order to set up security, the logged-in user must have the role of qadadmin.

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 Security 117

Role Permissions

Use Role Permissions to assign permissions to the role and ensure the role can access the business entities,
browses, lookup tables, and dashboard panels required to perform its tasks.
In the role permissions maintenance form, you can explicitly assign Allow or Deny for the actions for the
System, Apps, Business entities, Browses, Views, and Reports.

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118 QAD Web UI Quick Start Training Guide

User Access

Use User Access to assign Domain, Entity, and Roles to users.

In the User Access maintenance form Main panel, you can expand the “System” tree, click once in Domain,
Entity, Site like 10USA, 10USACO, 10-200.
Select the Access and Default check boxes in the selected domain, entity, or site panel. In the “Roles” panel,
check the corresponding role(s) for the user.

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 Security 119

Menus

Use Menus to assign and organize the menus for a role and also assign the permissions to the menus.
In the Menus maintenance form Main panel, you can select a menu type, either Role or Favorites. If the Type
is Role, then you can select an existing role for the menu.
You can click the Add Folder icon to add new folders for menus. You can click the Add Page icon to select
the menus from a pop-up screen.
If you want to add the menu at the top level, just leave the folder label blank. You can rename the folder label
by selecting the folder and clicking the Rename Folder icon.
You can click the Permissions button to assign permissions to the menus.

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120 QAD Web UI Quick Start Training Guide

Menus

When you log in the user as the role, you can see all the menus assigned in menu permissions.
For our example, you log in as the role Base Data Maintain. You can only see the menu folder Master Data,
which include a menu Items and top menu Sites.

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 Security 121

Review

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122 QAD Web UI Quick Start Training Guide

Exercise: Security

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 Base 123

CHAPTER 6

Base

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124 QAD Web UI Quick Start Training Guide

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 Base 125

Overview

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126 QAD Web UI Quick Start Training Guide

Sites

Use Sites to define records that identify the places where you manufacture or store inventory. A site can be a
distribution center, warehouse, manufacturing facility, or a combination of these.

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 Base 127

Locations

Use Locations to specify areas within a particular site where inventory is stored. Locations may include
shelves, bins, tanks, lots, or other storage areas. Each location’s parameters identify what can be stored there
and how that inventory can be used.
Assign locations to specific customer addresses in order to ensure adequate inventory supply for sales orders.
Reserving a location lets you control how items are allocated, picked, and issued by functions throughout the
system.

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128 QAD Web UI Quick Start Training Guide

UM Conversions

Each item has a unit of measure. All inventory balances are maintained and most planning is done in this unit
of measure. However, inventory transactions can be processed in any unit of measure.
Use UM Conversions to define the conversion factor to identify how many stockkeeping units equal one unit
of an alternate unit of measure.
You can optionally enter an item number or leave blank if the conversion factor applies to all items.

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 Base 129

Item Status Codes

Use Item Status Codes to define status codes to associate with items in Items or Item-sites. Status codes
indicate where an item is in its life cycle from planning through design, production, and obsolescence.
Also use Item Status Codes to restrict which transactions can occur for a particular item. When you process an
item transaction, the system checks the item’s status code to verify that the transaction is not restricted. If it is,
an error message displays and you cannot proceed.

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130 QAD Web UI Quick Start Training Guide

Product Lines

Use Product Lines to define product line codes to group items for reporting, planning, and accounting
purposes.

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 Base 131

Product Lines

You can also copy an existing product line to a new product line. First select a product line from the product
line view. Then click the Actions menu and choose Copy from the drop-down menu.

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132 QAD Web UI Quick Start Training Guide

Items

Use Items to define the items your company uses. These are primarily items stored in inventory and planned
by MRP or DRP. However, you can also define other types of items such as planning items, configured
products, service kits, and repair parts used in service activities.

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 Base 133

Items

Select a panel from the Main drill-down list and go directly to the item data maintenance section:
- Inventory
- Shipping
- Planning
- Manufacturing
- ATP and EMT
- Price
- GL Cost
- Current Cost

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134 QAD Web UI Quick Start Training Guide

Items

Select a panel from the Site drill-down list and go directly to the item-site exceptions data maintenance
section:
- Site Inventory Exceptions
- Site Planning Exceptions
- Site Cost Exceptions
Click the New icon to add exception data for a specific site.

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 Base 135

Customers

Your customers are the companies that purchase your goods and services. They are referenced on sales
quotations, sales orders, invoices, and in Accounts Receivable. They are also used for Service and Support
documents such as calls, contracts, and return material authorizations (RMAs).
Before setting up customers, you must first define customer type codes and credit rating codes, described next.
Customer records also require GL account profiles—control accounts for invoices, control accounts for credit
notes, customer bank accounts, and sales accounts.
Use Customers to set up customer records in the system. Enter the customer code, business relation, and
optional bill-to customer code. You can specify a default currency code and optional customer type code for
this customer.
Choose a business relation code to associate with this customer. Address and contact details default from the
headoffice address type of the business relation; you cannot modify the details here. After you have created a
customer, you cannot modify the associated business relation.
If you enter a new business relation code, enter the business relation information in the Address, Contact
Persons, and Business Settings panels.

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136 QAD Web UI Quick Start Training Guide

Customers

In the Accounting Profile panel, set up the profiles for Invoice Control GL, Credit Note Control GL,
Prepayment Control GL, Deduction Control GL, Sales Account GL, Finance Charge, and Sub-Account.

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 Base 137

Customers

In the Payment panel, set up fields such as Credit Term, Invoice Status, and so on.

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138 QAD Web UI Quick Start Training Guide

Customers

Set up customer domain data in the Domain Settings panel. Select a domain record and click the Edit icon to
update the domain-related fields such as Site, Daybook Set, Ship Via, Salesperson, and so on.

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 Base 139

Customer Ship-To’s

Use Customer Ship-To’s to create customer ship-to records.

Enter the customer, ship-to code, and ship-to name. You can directly enter the address information for the
ship-to, and the system will add a new address line in the customer business relation with the address type of
“SHIP-TO”.

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140 QAD Web UI Quick Start Training Guide

Customer Ship-To’s

You can indicate another customer as a ship-to address. Or you can indicate a customer’s end user as a ship-
to address.
You can also specify a new ship-to code and associate it with an existing address with the ship-to type defined
for a customer’s business relation.
For example, enter a customer code and click the Use Existing Address button.

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 Base 141

Suppliers

Use Suppliers to set up codes representing the companies you purchase goods and services from. Suppliers are
used in purchasing, accounts payable, Service and Support Management, and other functions. Before setting
up suppliers, you must first define payment formats, payment groups, bank account numbers, supplier types,
and so on.
In the Main panel, you enter the supplier code and business relation. You can specify a default currency code
and optional supplier type code for this supplier.
Choose a business relation code to associate with this supplier. Address and contact details default from the
headoffice address type of the business relation; you cannot modify the details here. After you have created a
supplier, you cannot modify the associated business relation.
If you enter a new business relation code, enter the business relation information in the Address, Contact
Persons, and Business Settings panels.

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Suppliers

In the Accounting Profile panel, you can set up the profiles for Invoice Control GL, Credit Note Control GL,
Prepayment Control GL, Deduction Control GL, Sales Account GL, Finance Charge, and Sub-Account.

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 Base 143

Suppliers

In the Payment panel, you can set up fields such as Credit Term, Invoice Status, Payment Group, and so on.

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144 QAD Web UI Quick Start Training Guide

Suppliers

You can set up supplier domain data in the Domain Settings frame. You can select a domain record and click
the Edit icon to update domain-related fields such as Site, Daybook Set, Ship Via, Buyer, and so on.

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 Base 145

Suppliers

In the Domain Settings details panel, click the New icon to enter supplier certification information such as
Start and End Effective dates, Enforce Item Certification, Status, and so on.

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146 QAD Web UI Quick Start Training Guide

Suppliers

In the Domain Settings details panel, click the New icon to enter item certification information such as Item
number, Start and End Effective dates, Status, and so on.

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 Base 147

Review

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148 QAD Web UI Quick Start Training Guide

Exercise: Base

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 Administration 149

CHAPTER 7

Administration

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150 QAD Web UI Quick Start Training Guide

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 Administration 151

Overview

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152 QAD Web UI Quick Start Training Guide

Activity Tracking

The system can track field changes, comments, and attachment uploads for the current record (such as a field)
and display them in the Activity panel.
By default, not all field activity can be tracked. As an administrator, you can specify which fields can be
tracked using Activity Tracking.
In the Activity Tracking view, you can configure what users can track based on business entity. The Activity
Tracked column indicates whether the business entity is being tracked (Yes or No).
For each field, in the edit form, you can choose whether the field can be tracked as part of Activity Tracking.
For example, you can edit the business entity SalesOrderHeaders fields by double-clicking the row. Then you
can choose Yes for the Action Status field.

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 Administration 153

Activity Tracking

When a user changes a sales order’s Action Status field, the system records the activity. You can see the
history of the transaction in the Activity panel.

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User Profile

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 Administration 155

User Profile

Choose User Profile from the menu bar user options drop-down list.
You can view User Name, ID, and Email Address in the Contact Information panel.
You can change the Language and Format Locale by selecting from the drop-downs for these fields in the
Languages panel.
Note that any profile changes will take effect the next time you sign in to QAD.

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156 QAD Web UI Quick Start Training Guide

User Profile

In the Notification panel, you can set up user notification preferences.

Choose Receive Notification to enable user notification.
You can set up notifications by four categories: Activity, Alerts, Approvals, and Reports. For each category,
you can choose to receive notification by QAD Inbox, by Email, or both.

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 Administration 157

User Profile

You can set up notifications further by category then by event. For a category, you can choose how to receive
notifications for different events.

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158 QAD Web UI Quick Start Training Guide

Lookup Definitions

A lookup gives users a way to select a value from a browse instead of having to enter the value manually. On
the user interface, a lookup can be included on various input fields, indicated by a magnifying glass icon
located on the right side of the field.
For example, in Commodity Codes, you can click the magnifying glass icon of the Item Number field and
select an item from the pop-up list.

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 Administration 159

Lookup Definitions

With Lookup Definitions, you can view lookup definitions, create new lookup definitions, and edit lookup
definitions.
When you open Lookup Definitions, you first see a listing of the settings for the currently defined lookups,
including:
• Module
• Field
• Reference
• Browse
• Result Field
• Search Field

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160 QAD Web UI Quick Start Training Guide

Lookup Definitions

A lookup definition is uniquely identified by Field, Reference, and Module values.

Enter the URI value for a business entity field, a view field, or a browse search field.
A business entity field takes the following format: urn:field:<business entity interface
namepace>:<TableName.FieldName
For example, for the Item Code field in the Commodity Code Detail business entity:
urn:field:com.qad.base.item.ICommodityCodeDetail:CommodityCodeDetail.ItemCode
Reference is a free-form text field that can be used to differentiate between multiple lookup definitions for the
same field value. For a single lookup definition for a field, this value can be left blank.
Module indicates the URI for the module that owns the lookup definition. For example, the Sales module
is: urn:module:com.qad.sales

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 Administration 161

Lookup Definitions

In the Browse field, specify the URI for the browse to be used for the lookup. This is in the
format urn:browse:<browse type>:<browse identifier>.
Result Field specifies the field in the browse whose value will be assigned to the field from which the lookup
is launched.
If there is a value in the field from which the lookup is launched, a browse search condition will be created for
the specified search field and the value.
If needed, enter search conditions for the browse.

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162 QAD Web UI Quick Start Training Guide

Lookup Definitions

Use Qualifiers to define conditional lookups. They are used to limit the set of lookups that can be used with a
field and to select a particular lookup when multiple lookups are available. Each qualifier has a type, name,
and value.

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 Administration 163

Alerts

The Alerts functionality provides the capability to notify users when certain conditions are satisfied for a
business entity. Only administrators can access the Alerts menu to create, modify, or delete alerts, and to add
users who subscribe to the alerts.
The Alerts solution is based on data change events. So before you can set up alerts, the business entity must be
enabled for Activity Tracking. Also, note that only the changes to database fields can trigger alerts. You
cannot use calculated fields for setting conditions.

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164 QAD Web UI Quick Start Training Guide

Alerts

On the Main panel, in the Name field, enter a description of the alert that you want to create. And in the
Business Entity field, specify the business entity for which you want to define this alert.
In the Conditions grid, set up the conditions that trigger the alert.
If you want the system to send alerts when changes are made to specific fields, choose the “Send alerts about
changes to fields” option under the Conditions grid. When conditions are met, the system sends alerts that
notify users of the changes to the tracked fields.
If you want the system to send alerts when the conditions to trigger the alert are met, choose the “Send alert
when conditions are first met” option under the Conditions grid.

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 Administration 165

Alerts

In the Message box, define the alert message. You can click Include Field to include fields in the alert
message.
The added fields are automatically added to the end of the text. You can adjust the positions of the added
fields manually.
On the Notification Options panel, configure the system to deliver alert messages only when the defined delay
time has passed, or to repeat them every specified period of time.

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166 QAD Web UI Quick Start Training Guide

Alerts

On the Users panel, add users to subscribe to the alert.

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 Administration 167

Managing Approvals

Managing Approvals provides a generic approval capability for the approval of requisitions, purchase orders,
supplier invoices, and supplier payment selection.
You can enable or disable the general approvals for the specific functionality. You can configure the approval
message format.
You can set up approval routes, including specifying the approval conditions and approvers in sequence.
You can monitor the approval status and review the approval log.

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168 QAD Web UI Quick Start Training Guide

Managing Approvals

The Approval Configuration function allows administrators to view and update configuration meta data of
approval processes.
Using Approval Configuration, you can:
•Enable or disable an approval process
•Configure how approvers and stakeholders get email notifications
•View predefined read-only data of an approval process Currently, you can configure six types of approval
processes:
•Inventory Status Code Approval
•Item Approval
•Purchase Order Approval
•Requisition Approval
•Supplier Invoice Approval
•Supplier Payment Selection Approval
If you set Combine Routes field to Yes, when an approval request meets the conditions of multiple routes, the
system combines these routes. All approvers from those routes are required to approve this approval request.
If an approver is set for multiple routes, this approver only needs to approve once. Early Approval is not
available when Combine Route is set to Yes. If No, the system chooses the first route that matches the request.

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 Administration 169

If you set Allow No Route field to Yes, when there is no route that matches the request, the system
automatically approves the approval request. If you set this field to No, when there is no route that matches
the request, the system marks the approval process with the Error status.
If the Require Authentication field is set to Yes, approvers are required to provide credentials when clicking
an action in the approval screen. If No, no authentication is required when choosing an action.
This field is not available when Combine Routes is set to Yes.
If the Early Approval field is set to Yes, early approvals are allowed in the entity. You can skip approvers
before you in the sequence to take action on an approval request using Future Approvals. If No, early
approvals are not allowed in the entity.

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170 QAD Web UI Quick Start Training Guide

Managing Approvals

Enter the subject and body of the notification email that is sent to an approver. You can include key fields as
tokens. You can find some of the key fields from the Approval Fields and Task Fields panels.

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 Administration 171

Managing Approvals

Use Approval Routes to configure routes for an approval process. You can configure the chain of approvers
who need to approve a request, based on the approval request data.
When you create a route, on the Main panel, enter the name, business entity, description of the route, and
currency code.
The Currency Code determines the currency of the amounts in both route conditions and approver conditions.
When the currency of the value in the business entity is different from the currency specified in the route, the
system first converts the values of the entity before evaluating the conditions.
After an approval request is submitted, the system first determines the route to use based on the route
conditions set up on the Conditions panel. Then the system determines the specific approver based on the
approver conditions set up on the Approvers panel.

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172 QAD Web UI Quick Start Training Guide

Managing Approvals

On the Approvers panel, you define the approvers in the current route. For each approver, you define the user,
its sequence, duration, and other data.
The rules for combining approver conditions are the following:
•Conditions with different Conditions Fields are joined with AND operation.
•Conditions with the same Conditions Fields are joined with OR operation
•Conditions of a second-level table field are iteratively evaluated on the second-level table record collection.
If one record satisfies the condition, then the system returns true. If there is no second-level table record, or
none of the records satisfy the condition, then the system returns false.
You can use aggregate calculation in setting up approver conditions. Define the field for which you want to
calculate an aggregate amount, and set Aggregate to Yes. Then set up the condition based on the aggregate
amount of this specified field.
The Aggregate field can only be set to Yes when the value is integer or decimal.

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 Administration 173

Managing Approvals

With Approval Monitor, administrators can do the following:

•View all open approvals, including the ones with errors
•Stop an approval process by using the Stop Route button
•Resume an approval process with an error after fixing the error
The Main panel displays the basic information of the approval request. Besides the information displayed on
the top of the Approval Monitor Form, it also includes approval type and description.
The Past Approvers panel: Displays the approvers that have taken action to the approval request with their
usernames, names, completion dates, comments, and other details. If an approver is an alternate approver, the
system displays the main approver in the Alternate For column. If an approver is a delegated approver, the
system displays in the Delegate For column the original approver, who delegates the approval task to this
approver.
The Next Approvers panel: Displays in sequence the approvers to whom the approval request will route, with
their usernames and names. If an approver is an alternate approver, the system displays the main approver in
the Alternate For column. If an approver is a delegated approver, the system displays in the Delegate For
column the original approver, who delegates the approval task to this approver.

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174 QAD Web UI Quick Start Training Guide

Managing Approvals

The Audit Log show the approval process journal. The administrator can review the approval status from this
panel.

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Managing Approvals

Approval Log gives a browse to show all approval processes, including closed ones.

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176 QAD Web UI Quick Start Training Guide

Review

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 Administration 177

Exercise: Administration

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178 QAD Web UI Quick Start Training Guide

CHAPTER 8

Action Centers

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 Action Centers 179

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Overview

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 Action Centers 181

Action Centers Overview

Action Centers provide managers with insights into their business in a visual format. They offer next-
generation analytics, which allow managers to monitor KPIs that provide insights into particular areas of
responsibility.

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182 QAD Web UI Quick Start Training Guide

Action Centers Overview

The QAD ERP browses and Financial reports can be used as a data source to build powerful KPIs with
attractive Visuals that are stored in a shared Gallery. Users can build their own Action Centers by selecting
KPIs from the Gallery and tailoring their Action Center to show all the KPIs they want to track and analyze.

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 Action Centers 183

Action Centers Overview

The QAD ERP suite consists of Apps for many functional areas like Inventory, Purchasing, Production, Sales,
Financials, and so on. Each of those Apps stores its data in a central database that can be queried with
browses. There exist many standard QAD browses, and customers can also build their own custom browse
queries. In the Action Centers, any browse in the system becomes available as a data source for building KPIs.
For Financial data, most companies already use financial statements like balance sheet, income statement and
cash flow statement that they built with the Financial Report Writer. Data from these reports can also be used
as a data source for the KPIs of the Action Centers.
New KPIs can be created at will with a KPI maintenance screen. In the screen you can select a data source
from the list of browses or from the list of Financial Report Writer data sources.
You can specify the selection criteria to apply when retrieving the data. This happens in the same way as
setting Search criteria when running a browse query. You can also specify the domains and entities to read
data from. And you select the fields that will be used as dimensions and facts for the KPI calculation and
visualization. Once the KPI is defined, you can start creating Visuals.
Visuals are graphical representations of the data in chart or table form. You can choose the chart type, define
the dimensions used for the chart, define aggregation types, make calculations with formulas, apply additional
filtering, and even create cross-tables.
With the same KPI definition you can create many different visuals. All the visuals that you create are stored
in a shared Gallery.
The Visuals in the Gallery are then used to build Action Centers. That brings us to the most prominent
component of the solution: the Action Center itself.

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Users can create personal Action Centers or administrators can create shared Action Centers and share those
with users based on their role.
Starting from an empty dashboard that you just created, you can open the Gallery, select Visuals from it, and
add those to your Action Center dashboard. On the resulting Action Center dashboard you can rearrange the
visuals. It is all saved automatically so you can come back at any time later to add more KPIs or to modify or
to replace existing KPIs on your dashboard. This Action Center dashboard is also the starting point for further
analysis of the KPIs.

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 Action Centers 185

KPIs

A KPI is a metric that provides important information to a manager monitoring a particular area of the
business; for example, a chief financial officer monitors the Net Profit Margin KPI. Each Action Center KPI is
based on either an operational or financial browse. You can use the KPI definition to further refine the data—
and build on it—before creating KPI visuals for inclusion in an Action Center.
When you create a KPI definition, you can specify the selection criteria to apply when retrieving the data from
the core ERP system. The process is similar to specifying search criteria when running a browse query. You
can also specify the domains or entities to read data from, and select the fields that will be used as dimensions
and facts—KPI elements—for the KPI calculation and visualization.
The KPIs view is available to users with the QAD Admin role. To open the KPIs view, search for the KPIs
option in the More menu on the Menu Bar or type KPIs in the Menu Search.
Enter a unique name for the KPI.
Select a type of the KPI. To create a KPI based on an operational browse or a financial browse, select Browse.
To create a KPI based on an FRW KPI, select Financial Report Writer. Depending on the value that you select
for this field, the Browse panel or FRW panel opens in the KPI form.
Data Source is the source browse or FRW KPI on which the Action Center KPI is based. When selecting a
browse data source, a list of all of the browses that exist in the ERP system and are available in the Channel
Islands UI is displayed.
When the Filter by Current Workspace field is selected, the scope of the KPI is restricted to the current
domain or entity.

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186 QAD Web UI Quick Start Training Guide

The Browse panel opens when the Type field in the Main panel is set to Browse. The panel contains
information that is only relevant when the KPI is based on an operational or financial browse. It allows you to
control the browse results on which the KPI dataset is based.
The Configure button allows you to run the browse and refine the browse results using selection criteria. You
can change the selection criteria at any time.
The Financial Report Writer panel opens when the Type field in the Main panel is set to Financial Report
Writer; it contains information that is only relevant when the KPI is based on an FRW KPI. You can specify
the number of periods to take into account, and you can refresh the Fields and Entities lists based on the FRW
report cube.

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 Action Centers 187

KPIs

The Domains and Entities panel displays the domains or entities included in the KPI scope.

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188 QAD Web UI Quick Start Training Guide

KPIs

The Fields panel displays the fields from the selected data source. Select the Active field for each field that
you want to include in the result dataset for KPI analysis. You can select up to 20 fields, which should be
sufficient to create a meaningful KPI.

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 Action Centers 189

KPIs

The Refresh Options panel allows you to specify how often and by what method the KPI is refreshed with
data.
The Visuals panel allows you to generate a chart based on the KPI definition. It is only accessible after you
save the settings in the other panels by clicking Save.

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190 QAD Web UI Quick Start Training Guide

Visuals

A visual is a chart based on a KPI definition. You can publish a visual to the gallery for inclusion in Action
Centers.
Visuals are graphical representations of KPI data in chart or table form. You can choose the chart type, define
the dimensions used for the chart, define aggregation types, make calculations with formulas, and apply
additional filtering. You can also create cross-tables. You can create many different visuals from a single KPI
definition and save these visuals in the KPI definition before publishing the visuals to the public gallery. After
you publish the visuals to the gallery, you can include them in Action Centers.
The Visuals modal window, accessible from the Visuals button in the KPIs form for a saved KPI definition,
allows you to review the data generated by a KPI. Based on the KPI definition, you can create additional data
and visuals.
The Table panel contains a table visual displaying the data generated from the KPI configuration.
The Visuals toolbar allows you to add a formula to the table visual, filter the data in the table visual, and add a
chart or cross-table visual.
Visual options appear in the Table, Chart, and Crosstab panels, and allow you to perform certain actions on
the visual. Depending on the type of visual and your permissions, you may be able to configure, publish,
export, or delete the visual.
After you have configured the settings in the Visuals modal window, you can save these settings by clicking
Save. A Reset button is also available. The Reset button removes all of the settings in the visuals screen and
saves this change.

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 Action Centers 191

The Reset button allows you to clear all filters, formulas, table settings, charts, and cross-tables in the Visuals
modal window, so that you can start again with the data in the table, which is based on the KPI definition
settings in the KPIs view. To avoid accidental resets, a warning is displayed when you click Reset.

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Visuals

The Formula area allows you to add a column to the table visual. The contents of each cell in this table
column is the result of the formula calculation.
For example, you can use formulas to:
•Create custom time buckets for reporting purposes.
•Compare dates to identify overdue orders or payments.
•Round numbers.
•Convert data from one type to another; this feature is useful because some chart columns can only accept data
of a particular type.
•Manipulate text strings; this feature allows you to shorten text labels that appear in charts so that they are
easier to read on screen.

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 Action Centers 193

Visuals

The filter area allows you to filter the contents of the table visual based on a particular column. You can build
complex filters by adding and connecting simple filters.

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194 QAD Web UI Quick Start Training Guide

Visuals

Use the table panel to configure how the KPI data displays in the table visual. After you have configured the
content, you can publish the table visual to the gallery or export the table.
The Configure option allows you to modify a number of table attributes, and to change how the data in the
table is presented by introducing groupings and aggregate amounts based on the top level of data and any
groupings. When you click Configure, the attributes display at the top of the table panel. To update a
particular attribute, click the attribute heading; the attribute heading then shows a blue underline, and the
attribute settings display below this heading.

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 Action Centers 195

Visuals

Use the Chart panel to create and edit chart visuals based on the KPI content in the table visual. Your choice
of chart depends on the information that you want to show in the KPI. Each chart that you create appears in a
separate chart panel above the table visual.
To create a new visual with the Chart panel, click Add Chart. To edit an existing chart in the Chart panel,
click the Configure button for the particular chart. When creating or editing a chart, the chart settings show in
the panel.
You can choose to display the chart in one of the available formats:
•Bar
•Line
•Curved line
•Pie
•Scatter plot
•Heatmap
•Gauge
Click the appropriate chart type; the selected chart type will show with a blue underline. For each chart type,
you can specify the data that displays in the chart using different chart settings.
After you specify the chart settings, you can click the Preview button to view the chart. If you want to edit the
chart, you can update the settings and click the Preview button again. When you are happy with the chart and
want to publish it to the Gallery, click Publish.

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Visuals

Cross-tables are small summary tables that transform flat source data into two-dimensional tables with one
dimension as columns and the other dimension as rows. This format is not graphical, but it is very easy to
read, and it is popular with Excel users. Use the Crosstab panel to create a cross-table visual based on the KPI
content in the table. A cross-table visual allows you to convert a row in the table into a column so that you can
display data side by side for comparison purposes.

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 Action Centers 197

Developing Action Centers

You can create an Action Center to store important KPI visuals that you want to access quickly and easily.
You can group related visuals in Action Center tabs, and give these tabs meaningful names. You can modify
the layout of these tabs, and adjust the visuals in the tabs to best suit your needs.
To create an Action Center, select the Action Centers and Dashboards menu from the menu bar and choose
New Action Center. In the New Action Center modal dialog, specify a name for the Action Center.

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198 QAD Web UI Quick Start Training Guide

Developing Action Centers

Select the new Action Center from the Action Centers and Dashboards menu to view the Gallery modal
window.
In the Gallery modal window, use the Find and Sort options to locate the particular visual that you want to add
to the tab. The Gallery displays a preview of each visual, along with information such as the creator,
publication date, and a short description. The Gallery consists of both visuals created by users and visuals
supplied by QAD as part of the predefined KPI action centers and KPI definitions. To search for visuals
related to the predefined Inventory Manager Action Center, for example, specify Inventory as the search text
in the search field at the top of the Gallery modal window and press Enter to see relevant visuals in the search
results.
Click Add next to each visual that you want to add to the gallery.
Click Done to return to the updated tab. The most recently added visual appears in the top left corner of the
tab; any other visuals move right to accommodate this visual.

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 Action Centers 199

Developing Action Centers

Click the Configuration icon in the tab and choose Rename Tab. Enter the new name and press enter or click
another area of the screen to save your update.
Click the + icon below the Action Center name to add more tabs.
Click the Configuration icon for the tab and choose the Add Visuals from Gallery option to add more visuals
to an Action Center tab.
Click the Configuration icon for the tab and choose the Change Layout option to update the layout of an
Action Center tab.

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Developing Action Centers

The Action Center is now accessible from the Action Centers and Dashboards menu, and contains the tabs and
visuals that you added to it, in the chosen layout.
You can access the Action Center at any time to view, analyze, and update the KPI visuals. You can update
the Action Center regularly to reflect the needs of your business.

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 Action Centers 201

Review

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202 QAD Web UI Quick Start Training Guide

Exercise: Action Centers

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 QAD Platform 203

CHAPTER 9

QAD Platform

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204 QAD Web UI Quick Start Training Guide

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 QAD Platform 205

Overview

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206 QAD Web UI Quick Start Training Guide

Platform Process Flow

The QAD Platform allows you to extend the QAD product by adding a new Business Component.
The QAD Platform includes Data Stores, Apps, Entity Builder and utilizing the View Builder to create views,
allowing users to interact with new Business Components.
The process starts with creating an app and then defining the data stores in the system. Next, you can create a
Business Component and build a view and form for it. After you have deployed the Business Component, you
can access and run it. You can also set up relationships for some Business Components.

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 QAD Platform 207

Apps

An App is a container of all your specific development artifacts for extensions. For example, you can create
an app for tracking machines and machine operators information.
In the Apps maintenance form, you can enter the App name in the App field. A new app always belongs to
what we call the “environment namespace”. This is defined at install time of the environment and cannot be
changed.
The app URI will automatically populate based on the entry in the App field. The App URI is read only as it is
the unique system data associated to the app. This is the namespace for this app only.
You can enter the display label for the app. The display label determines how the label associated with this
app displays from the browse.
Enter a brief description of your app.
Select the default field to make this app a system default; all created system data will be associated with this
app from this point. There is only one default app in the system at a time.
An app can have implicit or explicit dependencies on other apps. Any implicit dependencies are listed
automatically. If you know that the new app will be dependent on another app, you can add that app here as an
explicit dependency. For example, if the new app extends the capabilities of an existing app, then you can
identify that existing app as an explicit app dependency.

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208 QAD Web UI Quick Start Training Guide

Current Developer Settings

When new data is created, it is automatically stored in the current user’s Active App. Every user’s Active App
will default to the system default App, but the user can change it.
An individual user may want to override the default app set by an administrator. To do this, the user can open
the Current Developer Settings and select the desired Active App.
You can launch Current Developer Settings from the top menu. In the Active App field, you choose another
app as the current user’s active app.

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 QAD Platform 209

Data Stores

A Data Store is where data is stored and retrieved in the system. When you define a Business Component, the
system will need to know where to store the structure and data of the Business Component.
Normally after the system installed, the mfgdb data store will be created automatically by YAB. You can use
it to store newly created Business Components.
You can use YAB commands to enable the data store and create the data store record for other customization
databases.
Use the Data Stores view to establish the data stores associated with your business components.
Notes: The mode of the data store is DEVELOPMENT or PRODUCTION. Business components can be
deployed only to data stores in DEVELOPMENT mode.

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210 QAD Web UI Quick Start Training Guide

Business Components

A Business Component (BE) encapsulates the business logic and data necessary to represent business
activities, such as sales orders, within the application.
The Business Component Builder is a hybrid view that shows all Business Components that exist in the
system. This is a mixture of Business Components that can be controlled in the current environment and
Business Components that have been installed as part of other app packages.
The Business Components maintenance form contains the Main, Fields, Field Groups, Relationships, Options,
and Deployment panels.
In the Main panel, the App URI is set to the default app in the system, or the active app if one is set for the
current user.
Enter the name of your Business Component. The Business Component code and URI will be generated
automatically based on the App URI and Business Component name.
You can enter label, description, and select a scope for the Business Component.
When Business Component is defined in a QAD-owned app, the QAD standard will be selected. These apps
always belong to namespace “com.qad”.

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 QAD Platform 211

Business Components

In the Fields panel, you can click the New icon to add new fields for the Business Component. Or you can
click the Import icon to add fields from an Excel file.

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212 QAD Web UI Quick Start Training Guide

Business Components

In the Excel file, enter the field names in the first line. Enter field values in the following lines.
The system will determine the field type based on the field value.
This is a fields example for the Machines Business Component.

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 QAD Platform 213

Business Components

Click the Choose File button to choose the fields definition Excel file from your local drive. Click the Import
button to finish the import.

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214 QAD Web UI Quick Start Training Guide

Business Components

Review the imported fields definition and specify the proper numerical order for the primary key fields in the
Fields frame.
For our example, the Machine Code is the primary key, so we enter 1 in the Primary Key field.
Click the Save button to save the Business Component data.
So far we have done part of the Business Component setting and will add more data and deploy it later on.

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 QAD Platform 215

View Builder

The View Builder functionality allows you to build views for visual representation of your Business
Components.
The View Builder view allows you to create and organize the forms users will use to interact with your
Business Component.
It also allows you to define the hybrid view and define the browse that should be used for selecting your
Business Component from the menu.
In the View Builder, you can build the Business Component’s form and hybrid views. A hybrid view is a view
that brings together a form and a browse.
In the maintenance screen, the top line are the Business Component name, App name, Form Built status, and
the Parent Business Component name.
For our example, the Business Component name is Machines, the App name is MachineTracking-app, the
Form Built status is No, and the Parent Business Component name is none.
In the Form frame, the Existing Form is read-only and indicates whether or not a form has already been
created for the selected Business Component. The right side button may display Build Form or Edit Form
based on the value of the Existing Form field.
If Existing Form is No, you can click the Build Form button to add a new form for the Business Component.
If the Existing Form is Yes, you can click the Edit Form button to update the form for the Business
Component.

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216 QAD Web UI Quick Start Training Guide

View Builder

In the Build Form maintenance screen, the left side includes the summary panel and detail panel area. You can
design the new form layout there. The right side is for setting the layout and panel properties.
In the Set Layout Properties frame, the App and Business Component are read-only. The App displays the app
to which the form will be stored. The Business Component displays the Business Component for which the
form is being built. You can click the Hide summary panel to hide the summary panel from the form.

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 QAD Platform 217

View Builder

To add a new panel in the form, in the Add to Layout frame, you can drag and drop the Panel icon from the
Form Elements to the left-side detail panel area. If needed, you can also add new Button, Label, Grid, Group,
and Field values.

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218 QAD Web UI Quick Start Training Guide

View Builder

When a panel is selected on the form, panel properties display on the right.
You can see a new panel group name is created by the system automatically. The Display Label is the label
for the panel and it is updatable.

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 QAD Platform 219

View Builder

You can add fields to the panel by dragging-and-dropping the plus sign field to the new panel area.
For our example, you drag and drop the Machine Code, Description, Location, and Service Date fields to the
Main panel.
After dropping the fields into the panel, the plus signs on the fields become check marks.

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220 QAD Web UI Quick Start Training Guide

View Builder

When a field is selected on the panel, the field properties are displayed in the Set Properties frame on the right
side.
Field properties are defined in the Business Components screen. Any changes must be done on that screen,
and cannot be made from here. This is for viewing only.
If you want to remove the field, click the red minus sign.

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 QAD Platform 221

View Builder

If you want to remove the panel, select the panel and click the red minus sign besides the panel label.
In the same way, you can add other new panel and add other fields to it.

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222 QAD Web UI Quick Start Training Guide

View Builder

You can also drag and drop some fields to the summary panel. Click the Save button to save the update.

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 QAD Platform 223

View Builder

If you want to delete a previously built form, select Delete Form from the ellipsis icon (...) on the toolbar.
Deleting a form will also delete all hybrid views created using that form, even if those hybrid views are in use.
A confirmation message will ask the user if they would like to continue with the delete. For our example, you
click Cancel to keep the built form.

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224 QAD Web UI Quick Start Training Guide

View Builder

In the View Builder maintenance screen, you will find that Existing Form and Form Build now become Yes.
And the button on the right side of Existing Form now becomes Edit Form.
Once a form has been built, hybrid views can be created using that form. The buttons in this panel are disabled
until a form has been built.
Click the New icon to create a new Hybrid View.
Click the Details icon to open the Hybrid Views details modal in Edit mode for the selected row. If no row is
selected, the system opens the modal in New mode.

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 QAD Platform 225

View Builder

In the Hybrid View Main frame, enter the Name and Browse fields.
The Name field provides a name for the hybrid view to differentiate from additional hybrid views for that
Business Component.
The Browse field lets you select a browse to associate with the form. When you build the Business
Component, the browse will be created automatically.
The Form field defaults to the currently select Business Component.
The Eligible for Menu field determines if the hybrid view should be eligible for the menu. If this is checked,
the hybrid view will be available from the menu search as soon as the view is saved.
The View URI is read-only. This is where the View data is stored.
The Secure URI is read-only. This is where the Secure data is stored.
The App is read-only and defaults from the user’s active app. It cannot be changed.
App URI is read-only and defaults from the user’s active app. It cannot be changed. This is where the App
data is stored.

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226 QAD Web UI Quick Start Training Guide

View Builder

In the Browse frame, select the fields for the browse columns. The key field selection boxes are read-only and
they are selected automatically.
Click the Save button to save the Hybrid View data.

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 QAD Platform 227

View Builder

You can copy a Hybrid View by selecting the Copy from Actions menu in the Details modal. Or you click
Delete in the top menu to delete the selected Hybrid View.

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228 QAD Web UI Quick Start Training Guide

View Builder

You can select one Hybrid View record and click the Edit or Detail icon to review or update the data.
You can select one Hybrid View record and click the Preview icon to launch the hybrid view in a new
browser tab. The Business Component must be deployed in the Business Components Builder screen before it
can be previewed.

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 QAD Platform 229

Business Component Deployment

Deployment of a Business Component is a process of verifying if everything is available and correctly defined
for the Business Component. This includes having available view and view resources available.
Select a Data Store URI to indicate the URI of the data store that is used to store the schema and the data of
the Business Component.
Select Import data to import data from the data source the Business Component definition has been loaded
from. If the BC definition is not loaded from a file, you cannot select this field.
Click the Deploy button to deploy the Business Component.

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230 QAD Web UI Quick Start Training Guide

Business Component Deployment

Now this Business Component has been deployed and can be run from the menu.
You can search the Machines menu in the menu search now.

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 QAD Platform 231

Business Component Deployment

You can view machines and machine operators information in the Web UI.
For this example, you open the Machines view and browse machines information. The initial lines are
imported from the Excel file.

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232 QAD Web UI Quick Start Training Guide

Business Components Relationships

In some cases, there is a link between Business Components. For our example, the Machine Code is a link
between Machines and Machines Operators, and we call the link a relationship. You can set up the
relationship in the Business Components builder.
In the Business Components form Relationships panel, click the New icon to add a new relationship between
the current Business Component and another Business Component.

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 QAD Platform 233

Business Components Relationships

Select the related Business Component from the Related Entity URI field.
You can select Drill Down to create the related Business Component Drill-Down Links for the current
Business Component.
You can choose a cardinality—either 1-1, 1-N, or N-1.

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234 QAD Web UI Quick Start Training Guide

Business Components Relationships

In the Field Mapping frame, select the Related Field for the Source Field.
Click the Save button to save the relationships setup.

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 QAD Platform 235

Build Business Components Relationships

Now if you open the Machines view, you will see there is a drill-down link on the right side.

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236 QAD Web UI Quick Start Training Guide

Build Business Components Relationships

Relationships also creates the look-up for the link field. For our example, you can see the Machine Code has a
look-up capability in the Machines Training panel.

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 QAD Platform 237

Review

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238 QAD Web UI Quick Start Training Guide

Exercise: QAD Platform

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 Exercises 239

CHAPTER 10

Exercises

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240 QAD Web UI Quick Start Training Guide

Exercise: UI Menu Bar

In this exercise, you will login to QAD Web UI, access Web UI menu bar items include User Role, Favorites
menu selection, Action Centers, Dashboards, Role menus, Menu Search, Inbox, Workspace, Help, and User
Options.
1. Sign in to QAD as user [email protected]. You can see your default home page: Welcome, Demo User
message in the center of the screen. Click the QAD logo icon located in the upper left. You will still
see the Welcome, Demo User message.
2. Select the Sales Rep from the user role drop-down list. You will see the role menus like Sales Orders,
Sales Quotes, Customers, Items, More.
3. Select Purchasing Manager from the user role drop-down list. You will see the role menus change to
Purchasing, Requisitions, Suppliers, More.
4. Select Purchasing Manager from the Action Centers drop-down list. You will see some system pre-
defined action centers show on the screen.
5. Navigate to Purchase Orders from the menu bar. You will see the Purchase Orders view includes a
toolbar along the top, a search bar, and browse lines.
6. Click the Menu Search, search for the Approval Monitor menu, and navigate to it. Click the Menu
Search again, and you will see the recently searched menus.
7. Click the Inbox and check Tasks and Notifications. Click View Inbox to see the detailed messages in
the Tasks or Notifications.
8. Click the Workspace and try to select a different entity. Make sure to go back to the entity 10USACO
for your exercise workspace.
9. Select Online Help from the Help menu bar and you will see the online help contents on another page.
If you have an open menu, the system displays the specific help for the menu. Otherwise it displays
the online help menu.
10. Navigate to Purchase Orders from the menu bar. Click Set Current as Home for the User Option.
Navigate to another menu like Requisitions. Click the QAD logo icon located in the upper left. Now
you see your home page, Purchase Orders, displayed on the screen.

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 Exercises 241

Exercise: UI Navigation
In this exercise, you will save a menu item as a favorite, create a Favorite folder, and access your favorites;
create a stored search and stored view; comment on activity and add an attachment to a view; and use the
drill-down links to access browse-related data.
1. Select the Purchasing Manager role and navigate to Purchase Orders. In the top toolbar, select
Favorite from the ellipsis icon. Click the OK button in the pop-up frame.
2. Search the Requisitions menu and add it to Favorite.
3. Use Favorites user option and add your two favorites into a new folder named Purchasing.
4. Select Favorite from the role drop-down list. You will see the Purchasing menu bar with two drop-
down menus: Purchase Orders and Requisitions.
5. Navigate to Purchase Orders. Search the supplier 10s1002 orders with status open. Save the search
filters as stored search sup-10s1002. Check My Searches and you will find the new stored search.
6. Configure the Purchase Orders columns and change the columns sequence. Save the view as
Myview01 for the role Purchasing Manager (PurchasingMgr). You will see the new stored view in the
Role Views.
7. Edit an open purchase order. Add a comment and @ to another user.
8. Attach a Word file to the purchase order.
9. Click the Drill-Down Links; review the supplier information and check the credit terms for the
purchase order.

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242 QAD Web UI Quick Start Training Guide

Exercise: Setup Considerations

In this exercise, you will set up some system data, domain data, and financial data in QAD Web UI.
1. Select the Financial Controller role and navigate to SAF Concepts. Add three new SAF Concepts:
employee code, employee name, employee department.
2. Navigate to SAFs and add SAF codes as in this table:
Employee Code Employee Name Employee Department
1001 Frank Wang Service
1002 Mary Zhang Sales
1003 Peter Lin Support
1004 Cathy Li R&D
1005 Richard Zhao Finance
3. Navigate to SAF Structures and add a new SAF structure for Employee Info as in this table:
SAF Concept Default SAF
Employee code 1001
Employee name Frank Wang
Employee department Service
4. Navigate to Commodity Codes and add a new commodity code 201860001 and link to item 60001.
5. Navigate to Employees and add a new employee code 1001.
6. Navigate to Daybook Sets and add a new AP daybook set code 10-AP.
7. Navigate to Sub-Accounts and add a new sub-account code 5501 (Sales expense).

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 Exercises 243

Exercise: Security
In this exercise, you will set up a new user, and new role. Assign the domain/entity access and role
membership to the user in .NET UI. Also you will set up the role permissions, user access, and menu for the
role in QAD Web UI.
1. Login .NET UI as admin user. Use User Maintenance to create a new user with the following data.
User ID Frank
User Name Frank Wang
Email [email protected]
Email address login Yes
Password qad
Role DataAdmin
2. Log in to Web UI as the [email protected] user and select the QAD Admin role.
3. Use Roles to add a new role DataAdmin.
4. Use Role Permissions to assign the Base Permissions to the role DataAdmin.
5. Use User Access to grant access to entity 10USACO to Frank with the role DataAdmin. Set domain
10USA as the default domain.
6. Use Menus to add a new menu bar Base Data for the role DataAdmin. Add menu items Sites,
Locations, and Items in the folder.

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244 QAD Web UI Quick Start Training Guide

Exercise: Base
In this exercise, you will set up Sites, Locations, UM Conversions, Item Status Codes, Product Lines, Items,
Customers, and Suppliers in QAD Web UI.
1. Log in to WEB UI as [email protected] user. Use Sites to create a new site code 10-110 for airbag.
2. Use Locations to create a new location code 015 for trade goods.
3. Use UM Conversions to define 100 EA equal one PL.
4. Use Item Status Codes to create a new item status code Design.
5. Use Product Lines to add a new product line 15 for trade goods.
6. Use Items to add a new item master for airbag cushion. The item number is 61001 and product line is
trade goods. The default site/location are 10-110/015.
7. Use Customers to add a new customer Metrologic; the code is 10c1007.
8. Use Suppliers to add a new supplier Renolit; the code is 10s1007.

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 Exercises 245

Exercise: Administration
In this exercise, you will set up Activity Tracking, User Configuration, Alerts, and Managing Approval in
QAD Web UI.
1. Log in to Web UI as [email protected] user. Use Activity Tracking to set up tracking for the Action
Status field in the Business Component SalesOrderHeaders.
2. Navigate to Sales Orders. Edit a sales order and change the Action Status to CH. You will see a new
activity record for the sales order in the Activity panel.
3. Click User option and change your language and format locale. Change your notification category
setting or event setting.
4. Use Alerts to set up a status change alert for sales order header’s action status. The alert is sent to user
demo.
5. Navigate to Sales Orders. Edit a sales order and change the Action Status to CH. You will see a status
change notification in your Inbox.
6. Use Approval Configuration to enable Purchase Order approval. Enable authentication required and
early approval.
7. Use Approval Routes to add a new route named PO route and select the Purchase Order as the
Business Component and USD as the currency. Add two approvers: first demo, and second VPPur.

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246 QAD Web UI Quick Start Training Guide

Exercise: Action Centers

In this exercise, you will set up a new Action Center in QAD Web UI.
1. Log in to Web UI as [email protected] user. Use Action Centers to add a new action center New
Inventory Manager.
2. Add three inventory value Visuals from Gallery: Inventory Value by ABC Code, Inventory Value by
Product Line, and Inventory Value by Type to the New Inventory Manager.
3. Rename the tab to Inventory Value.
4. Change the Number of Panel Column to 2. Move the Inventory Value by Type visual to the upper
right.

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 Exercises 247

Exercise: QAD Platform

In this exercise, you will create new Apps, define Data Stores, create Business Components, build Views,
deploy Business Components, and set up Business Components Relationships in QAD Web UI.
1. Log in to Web UI as [email protected] user. Use Apps to add a new App Machine Tracking as system
default.
2. Use Data Stores to review existing created data store records. Add a new data store testdb and use the
same database from the created data store record.
3. Use Business Components to add a new Business Component Machines with the following fields:
Field Name Data Type Form Primary Key
Machine Code Character X(8) 1
Description Character X(20)
Location Character X(8)
Service Date Datetime
Domain Code Character X(8)
4. Use View Builder to build Form, create Main panel, and add Hybrid View for the Business
Component Machines.
5. Use Business Components to do the deployment for the Business Component Machines in the data
store testdb.
6. Search menu Machines and enter several machines records.
7. Repeat steps 3 through 6 to create another Business Component Machine Operators with the
following fields:
Field Name Data Type Form Primary Key
Employee Character X(20)
First Name Character X(10) 1
Last Name Character X(10) 2
Machine Code Character X(8)
Trained Logical Yes/No
Training Date Datetime 99/99/99
Email Character X(20)
Office Phone Character X(15)
Mobile Phone Character X(15)
8. Use Business Components to add a relationship between Machines and Machine Operators. One
machine may have one or multiple operators. Enable the drill-down in Machines.

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248 QAD Web UI Quick Start Training Guide

9. Navigate to Machines again and you can see the Machine Operators drill-down links.
10. Navigate to Machine Operators again and you can look up machines by the Machine Code field.

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