1. QAD.NET UI – Configured Screens Stacy Elwood Green, BravePoint MWUG September 2011

2. Agenda  Introduction  What are they?  One-time setup  How to Configure a Screen  Advantages  Limitations  Extensions  Questions and Answers  Next Steps

3. Configured Screens - What are they?  Also referred to as ‘Simplified Screens’ in.NET UI 1.1 through.NET UI 2.7  Create templates for data entry to –Set defaults –Disable/Hide fields –Require data –Change field labels –Add new fields –Control access by Security Group –Speed up Data Entry

4. Configured Screens – One-time Setup  Need to be in the.NET UI Admin group (qadadmin, by default)  Configured Screens –Set up the User Group that will be allowed to design/configure screens. (UIDesign, by default) –Add users to the UIDesign group Note: If you are not able to set this, verify that you have write permissions to the {QAD}/{ui}/com/mfgpro/configxml/qaddb directory. (eg: /apps/qad/2011se/produi/com/mfgpro)

5. Configured Screens – One-time Setup

6. How to Configure a Screen  Find the program to configure

7. How to Configure a Screen  Right-click program, Choose Design

8. How to Configure a Screen  Set a name & description for the template

9. How to Configure a Screen  Choose Security Groups for the template. Either All Users or by specific security group(s). Checked means that security group will use this template.  Click OK when all desired groups are selected

10. How to Configure a Screen  Click Configure

11. How to Configure a Screen

12.  Enter data to walk through the screen

13. How to Configure a Screen  Choose options for a field - Default

14. How to Configure a Screen  Click Apply (Default value turns red)

15. How to Configure a Screen  Defaults are only active for NEW data entry.  Default values can be changed as required.  Defaults will not applied when editing existing data.

16. How to Configure a Screen  Choose options for a field - Required

17. How to Configure a Screen  Click Apply (Required field turns blue)

18. How to Configure a Screen  Choose options for a field - Disable

19. How to Configure a Screen  Click Apply (Disabled value turns gray)

20. How to Configure a Screen  Choose options for a field - Hide

21. How to Configure a Screen  The field will be removed from the frame

22.  Continue setting field properties as required How to Configure a Screen

23.  Change field label – Choose field, Click Edit  Note: Field must be in Available Fields. To change an existing label, hide the field first.

24. How to Configure a Screen  Change the label

25. How to Configure a Screen  Add a new field

26. How to Configure a Screen  The new field displays on the screen

27. How to Configure a Screen  Change Tab Order of fields

28. How to Configure a Screen  Change Tab Order

29. How to Configure a Screen  Continue changing Properties, Hiding, etc.

30. How to Configure a Screen  Hide/Skip an entire frame

31. How to Configure a Screen  Add a new frame

32. How to Configure a Screen  The Frame Designer pops up a new frame

33. How to Configure a Screen  Set the Title of the Frame

34. How to Configure a Screen  Add the desired fields and arrange in frame

35. How to Configure a Screen  Continue configuring as needed

36. How to Configure a Screen  Continue configuring as needed

37. How to Configure a Screen  Continue configuring as needed

38. How to Configure a Screen  Click Close

39. How to Configure a Screen  Right-click program, Choose Design

40. How to Configure a Screen  Click Preview to test your changes

41. How to Configure a Screen

42.  Changes/Updates made to data during Design or Preview mode are NOT saved to the database Note: In some of the earlier releases, this may not be the case! Test to verify in your version!

43. Advantages  Set defaults  Disable fields that should not be edited  Hide fields that should not be seen  Require data entry  Change field labels  Add new fields (including custom fields!)  Hide/Skip frames not required for data entry  Add new frames for custom/user fields  Change tab order  Control access by Security Group for separation of duties   Speed up Data Entry

44. Limitations  Can not change screen logic (which fields are in which frames)  Can not change field format  Can not require validation, etc. only require data entry (in some versions, “ “ is considered a valid entry)  Requiring data entry on a field does NOT require you to update existing data, only required when someone edits that record  Scrolling up/down through records may update fields that were added to the screen  Can not run different templates on different menus  Only works in.NET UI – not CHUI or GUI

45. Extensions – Configure any program  Allow configured screens for ANY program, including custom programs –In the / /com/mfgpro/queries directory, there are templates for configurable screens that control whether or not you can set defaults for programs. For example, if you have a custom program, xxppptmt.p, copy the template for ppptmt.xml to xxppptmt.xml, change the internal program name to xxppptmt.p. Once this is done you may need to 'build' the environment to be able to see the changes.

46. Configure Any Screen – Sample.xml file  ppptmt.xml

47. Extensions – Add additional tables  Allow configured screens to access additional tables, including custom tables  In the / /com/mfgpro/queries directory, there are.xml files that show how to link to a table.  This is the file that will define how it finds the key for the custom table. You'll see how it works if you look at the sosomt.xml definition.  You'll need to create a.xml file here for each of the programs that will access the custom table. Once this is done you may need to 'build' the environment to be able to see the changes.

48. Configure Any Screen – Sample.xml file  xxppptmt.xml

49. Extensions – Add additional fields  Allow configured screens to access additional fields Update / /com/mfgpro/configscreens.xml –To be able to update the custom table using configured screens, add the custom table in the configscreens.xml file under the appropriate program name in the upper section of the file –Add all of the fields that you want to be visible for Configured Screens in the bottom ‘Fields’ section of the file Once this is done you may need to 'build' the environment to be able to see the changes.

50. Add custom programs, tables, & fields  configscreens.xml

51. Configured Screens DEMO

52. Questions?

53. Next Steps – Warp Speed, please, Mr. Sulu…  Configured screens can simplify and speed up data entry for your users  Hiding and disabling fields and/or frames can help enforce S-Ox separation of duties or other regulations.  Configured screens are stored as XML files, so they easily can be backed up and transferred to other environments. (Design in Test, promote to Production)  Once a screen has been configured, it is possible to lock the ‘telnet’ mode out, so that users must use the template when they are using.NET UI.  Get a listing of configured screens in 36.20.10.17 Configurable Screens Report

54. Thank You! Stacy Elwood Green sgreen@bravepoint.com