Component-based browses are launched when you view, modify, or delete a record created with a component-based activity. For example, Supplier Invoice View (22.214.171.124), Supplier Invoice Modify (126.96.36.199), and Supplier Invoice Delete (188.8.131.52) all launch browses, in which you select the record on which you want to perform the activity.
Component-based browses support some unique features.
• The way links work is different in these browses. Right-clicking a record lists programs that can be used to modify or display information about the record. This linking is maintained automatically by the system; you do not need to set up drill-down links in the way they are defined for non-component browses.
• Another special feature is stored searches. The Stored Search menu is shown in this slide. Using this menu, you can save a set of search criteria under a name. The stored search is then listed for selection when you launch this browse and can be reused. The settings you save apply to this browse only and are not listed in browses for other types of records.
Note: With non-component browses you can save a configured browse to your Favorites, which saves all your settings, but you cannot save the search criteria and load it directly into the browse.
• Additional options are available when you right-click a browse row. Some component browses support an advanced Excel integration.
Managing Filter Fields
Manage Filter Fields displays all the search fields possible for this type of record. You can use the options to:
• Specify whether a filter field should appear on the Selection Criteria tab (Visible column).
• Specify in which order the filter fields should appear.
• Specify what operator to use when finding data to view.
• Define a persistent initial value or range of values for the filter field. The values for search criteria entered in the actual Search Panel are not saved with the stored search. However, the initial values entered in Manage Filter Fields are saved.
• You can refine the default search for GL accounts to retrieve only accounts with codes that are within a number range of 1000 to 5000.
Right-Click Component Browse Options
Component-based browses support additional drill-down and configuration options for individual records through the right-click menu. For example, when you right-click a grid line in the Supplier View browse, the options shown in this slide display. Most of the options let you navigate from a specific record to a related program. You can select a supplier and then see open items for the supplier, the supplier’s balance, the supplier’s invoices, and so forth. The exact options vary depending on what kind of record you are viewing.
Additional component-based options that are not related to specific records are:
This option lets you export data into Excel spreadsheets, create new data within Excel, and import it to the system database, where it is validated before being saved.
Note: This advanced bi-directional Excel integration is supported in only a subset of components.
Select to export selected lines to an XML file for analysis. You are prompted to specify a name for the output file and a format. This option is described in more detail in User Guide: QAD System Administration.
This option is used with event publishing that lets changes to master data be published and synchronized with other external systems and is described in more detail in User Guide: QAD System Administration.
Using Excel Integration has multiple steps. This example uses supplier records.
1 Right click in a Supplier browse and choose Excel Integration. An empty grid displays.
2 Right-click in the empty grid and choose Load Suppliers. The Load option lets you retrieve all database records for a supported business component.
3 When the load completes, right-click in the grid and select Export to Excel for Maintenance.
4 Save the Excel file in a folder that can be accessed so that the Excel sheet can be modified. Make the required changes to the Excel file and save it.
5 Return to the supplier browse, right-click grid and select Import from Excel. Click Save to create or update the data in the system database.
The changes you made should now be reflected in the database records.
Note: With Excel Integration, you can also import from Excel to create new records without exporting first.