The menu options for browses are described in Browses in the QAD .NET UI
. This section describes key menu options on maintenance and transaction programs. These options differ somewhat between component-based and non-component based programs. Component-based programs have an Actions menu and a Tools menu; non-component based programs have only the Actions menu.
This table summarizes differences in the program menus.
Go To links are added manually using User Tool Maintenance (184.108.40.206 in EE, 36.20.4 in SE).
Go To links are supplied automatically by the system based on the structure of the program. These include related views and other options based on the field currently in focus. For example, when GL Account is in focus, you can go directly to creating a new budget group.
No Tools menu; Workflow option is on Actions menu. Design customizations is accessed directly through menu-level programs and right-click menu option.
Tools menu includes Workflow and Design Mode. Users with access can modify the user interface appearance of the program.
Simple workflow with link to program.
More complex, structured, and predefined workflows.
Actions menu is mainly simple record-level actions. It includes an Export action that creates an XML file.
Actions menu is more complex and changes based on specific program context. You can save and open draft versions of a document.
Go To Menu
Non-Component Based Programs
The Go To menu for non-component based programs such as Sales Order Maintenance displays the Add Link option. Use Add Link to create links to other programs using User Tool Maintenance (220.127.116.11 in EE, 36.20.4 in SE).
The Go To option for component-based programs displays Go To options and Related Views. Related Views are commonly used views and reports that apply to the record you are currently working with.
Go To behaves differently depending on whether the current field has data in it:
• If the field has a value, Go To invokes the View activity.
• If the field is blank, Go To invokes the Create activity.
All of the related views take the record you are currently using as the base for the information. You can simply click the Go To to see the Create New Budget Group or Create New GL Account Unit of Measure.
Program Actions Menu
The Actions menu lists active commands that apply to your current program context.
For non-component based programs, Actions options include navigation commands such as Next, Back, Next Record, and Previous Record. These commands let you navigate to the next or previous frame, or display the next or previous record for the current field. You can also use the up and down arrows on your keyboard to display next and previous records in key fields or when the field has been defined to support next/previous processing.
For non-component programs, you can also choose workflow to send a link to the current program to a system user (see here
), e-mail to send a link to an external user, or Export Data, to create an XML test file (see here
The Actions menu functions in a similar way for component-based screens, with some additional features. General activities include Undo, Save, Save and Create, Save as Draft (see here
), and Properties. Record-specific activities in the example of the Customer Create program include Create, View, Modify, Delete, and Maintain Credit Limit.
Workflow is available for both types of programs and is visible as an Actions menu option for non-component based programs and as a Tools menu option for component-based programs.
Non-Component Based Programs
When you click Workflow in a non-component based program, the system creates a message for another system user, with the current screen as an attached link. This message is then posted to the user’s Inbox using the .NET UI’s internal messaging system.
You can also send an e-mail link to non-system users with your PC’s default e-mail system.
Workflow lets you forward final or draft work items to one or more individuals—identified by a role—in the organization for completion or validation. You activate workflow using System and User Settings.
You use the Workflow object dialog to specify the name of the workflow, the role of the recipient, and activity they are required to perform on the link.
Record Program Actions
The Export Data function is a test utility in the QAD .NET UI and is available in the Actions menu for all non-component based programs. This function lets you record your actions as you complete an application process and save the recorded actions to an .XML or .XLS file that you store locally. You then execute the saved .XML or .XLS file in the Execute Document Import function to reproduce the recorded process on screen. Saved files can be exported for testing to another QAD .NET UI environment, or imported into the current environment.
1 Launch a program.
2 Choose Actions|Export Data. An Export Data screen is displayed (minimized) on the screen while the system is recording your user actions. Each user action is immediately listed in the Actions grid of this screen, and you can pause, name, and save the recording in this dialog.
3 Enter a variety of actions for the program. These actions are now recorded. The Export Data dialog lists the actions, frames, and fields being recorded.
Saving and Browsing Drafts
The Save as Draft and Browse Drafts options are available for component-based programs only and must be enabled by an administrator in Change System Settings (18.104.22.168). When Save as Draft is enabled, you can save selected records without completing all the validations required to ensure that the record is complete. You can then finish adding data to the record at a later time by using the Browse Drafts option to find the incomplete record.
Only the following subset of components provides the ability to save unfinished records as drafts to be completed and approved later.
• Banking Entry
• Business Relation
• Petty Cash
• Customer Invoice
• Finance Charge
• Journal Entry
• Supplier Invoice
The Copy menu is only available for non-component based programs and lets you to copy the text of the current screen to the clipboard, or copy an image of the current screen to the clipboard.
The Print and Print Preview options are common to both types of programs. Print prints the current screen to the default printer and Preview generates a preview of what will print for the current screen.
Attach lets you attach any type of document—such as a Microsoft Word file, graphics file, or PDF—to a record within the application. This integration ensures that all required documentation is immediately accessible when needed. You can attach and view any type of file if the corresponding viewing software is available on the client. This is applicable to both component and non-component based programs.
A copy of the attached document is stored in the system database, which means that the document is always available and consistent with the application data.
Example: Use the Attach option to associate a summary of a customer’s business activities with a customer record or attach a PDF of an invoice to a supplier invoice record.
To create a new attachment, click the Attach icon in the toolbar. A standard Windows Open dialog displays so you can select the document you want to attach. The number of attached documents displays in the menu. To see the attachments, click the chevron in the top bar on the screen. Each linked document displays in this view and can be removed if necessary.