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Release Notes for Release 5.0.1
QAD Configurator Version: 5.0.1
Release Date: April 2009
QAD Product Suite Compatibility: eB2.1 SP4, QAD 2007, QAD 2007.1, QAD 2008 Standard, QAD 2008.1 Standard, QAD 2008.1 Enterprise, QAD 2009 Enterprise
Note: During the product life cycle, QAD changed the name of the former MFG/PRO eB2.1 product to QAD 2008 Standard. Individual releases of QAD 2008 Standard are identified by a decimal number; for example, QAD 2008.1 Standard. (The Service Pack 5 and 6 releases were branded as QAD 2007 and QAD 2007.1, respectively.) The current Enterprise Financials version of the product is called QAD 2009 Enterprise and follows the same convention of identifying individual releases with a decimal number.
Related Documentation: User Guide: QAD Configurator (item 78-0761A); Installation Guide: QAD Configurator (item 78-0762A)
These release notes describe the most significant changes and fixes introduced with this version of QAD Configurator.
Support for QAD .NET UI
Terminology Changes
QAD Configurator Process Maps
Revamped Menus
Major UI and Functionality Changes
Support for QAD .NET UI
QAD Configurator has now moved away from the former Windows graphical user interface (GUI) to fully support the QAD .NET user interface (UI). All QAD Configurator GUI programs have been rewritten using the QAD .NET UI framework, which is based on Microsoft .NET technology.
Using the QAD Configurator .NET UI, you can:
Have multiple workspaces open simultaneously and multiple programs open at the same time.
Use an enhanced menu system that:
Provides full search capability
Displays function menus in tree view
Displays only those menu choices that a user has security access to execute
Supports a user-defined menu that applies across applications
Display records using enhanced browses that feature:
Drag-and-drop arrangement of columns that can be hidden and resized
Single-click column sort
Simple searches for matched strings in a specific column or advanced search that lets you build complex queries, including discontinuous range searches
Use common security control and log-in functions provided by the QAD .NET UI framework.
Also, since the UI is based on Microsoft .NET technology, it incorporates familiar UI metaphors, reducing the need for you to learn how to navigate QAD applications.
Terminology Changes
Some old terms adopted in previous versions of QAD Configurator have been replaced by more accurate and user-friendly ones.
 
Old Term
New Term
knowledge building
sales configuration
knowledge exploitation
product configuration
generic item
configurable item
result
configuration
result key
configuration key
The term COP (Configuration Output Processor) is not used anymore.
QAD Configurator Process Maps
A set of QAD Configurator process maps are provided to help you make the most effective use of the product. These graphical models of workflows organically link together key Configurator functions and sub-processes and represent best practices in customizing products in the make-to-order and assemble-to-order environments.
Revamped Menus
The QAD Configurator menu system has been completely redesigned in this release. Some function menus are renamed to be consistent with the newly adopted terminology, some are combined for merged functions, and others are retired completely. All menus are reorganized around workflow tasks to align with Configurator process maps and are seamlessly built into the QAD .NET UI Application panel.
Detailed menu changes are listed as follows:
 
Old Menu in 4.4.1
New Menu in 5.0
Change
Menu
Configurator
Renamed
QAD Configurator Setup Menu
Configurator Setup
Renamed
Group Maintenance
Master Group Maintenance
Renamed
Copy Function
Configurable Item
Renamed
Knowledge Base Menu
Sales Configuration
Renamed
Variables + Features
Variables/Features and Options
Renamed
Variable Option Maintenance
Variable Maintenance
Combined
Feature Option Maintenance
Feature Maintenance
Combined
Rules
Sales Configuration Rules
Renamed
Rule-Group Maintenance
Rule-Group Maintenance
Combined
‘Rule-Group’ Rule Maintenance
Rule-Group Maintenance
Combined
Rule Report
Sales Configuration Rule Report
Combined
Rule Table Report
Sales Configuration Rule Report
Combined
Analyser
Configuration Analyzer
Renamed
Result Key Maintenance
Configuration Key Maintenance
Renamed
Knowledge Exploitation Menu
Product Configuration
Renamed
COP Maintenance
Product Configuration Rules
Split into Variant Item Number Rule Maint, Variant Item Data Rule Maint, Variant Prod Struct Rule Maint, and Variant Routing Rule Maint
 
Variant Item Number Rule Maint
New
 
Variant Item Data Rule Maint
New
 
Variant Prod Struct Rule Maint
New
 
Variant Routing Rule Maint
New
COP Report
Product Config Rule Report
Combined
COP Rule Table Maintenance
Product Config Rule Report
Combined
COP Detail Rule Table Maintenance
General Prod Struct Rule Maint
Renamed
 
Variant SO Line Rule Maintenance
New
 
Variant SQ Line Rule Maintenance
New
COP Rule Table Report
Product Config Rule Report
Renamed
COP External Entity Maintenance
External Entity Rule Maintenance
Renamed
COP Batch Compiler
Batch Compiler
Renamed
Cross Validation Analyser
Cross Validation Analyzer
Renamed
System Management Menu
Administration
Renamed
Model Management Menu
 
Obsolete
Create Data Package
Model Import/Export
Combined
Load QAD 2008 - Standard Data
Model Import/Export
Combined
Load QAD Configuration Data
Model Import/Export
Combined
Archive Results
Configuration Delete/Archive
Renamed
Manual Result Maintenance
Manual Configuration Maintenance
Renamed
Questionnaire
Configuration Questionnaire
Renamed
Result/Configuration Report
Configuration Report
Renamed
QAD Configurator Parameter Maintenance
Configurator Control
Renamed
Generalised Code Maintenance
 
Obsolete
Generic Item Maintenance
Configurable Item Maintenance
Renamed
Item Number Change
Configurable Item Number Change
Renamed
Data-Dictionary/Xref Report
 
Obsolete
Element Roll-Up Maintenance
Element Roll-Up Rule Maintenance
Renamed
Item Element Roll-Up
Element Roll-Up
Renamed
Message Report
 
Obsolete
Active User Manager
 
Obsolete
Nomadic
 
Obsolete
Process Upload
 
Obsolete
Make Download
 
Obsolete
Force Download
 
Obsolete
QAD Configurator Report Menu
 
Obsolete
Question Type Report
 
Obsolete
Nomadic Report
 
Obsolete
Major UI and Functionality Changes
QAD Configurator has undergone numerous and significant changes across the board to provide the following benefits:
Improved usability with less learning curve
Enhanced productivity with streamlined workflow
Quick and easy access to all relevant information
Similar look and feel to that of QAD Enterprise Applications
For some Configurator functions, this means more consistent and intuitive user interface with little changes in functionality—you can still perform the same tasks using these functions but in different ways. For some other functions, major functionality changes have taken place, and a number of functions are now obsolete.
Record Maintenance Functions
There are significant changes in the way you maintain records in all record maintenance functions, such as in Variable Maintenance, Question Type Maintenance, and Master Group Maintenance. You now use the Delete button on the Configurator application toolbar to delete records and create new records by either clicking the New button at the lower bottom of screen or entering a new record ID and then pressing Enter or Tab. Previously, you used a command panel to perform these tasks.
Comment Tab
Most record maintenance functions in QAD Configurator now provide a Comment tab that lets you create additional notes in different languages.
Variant Data Types
Variant data types are now changed to: numeric, text, numeric list, date, logical and element.
Variable Maintenance
The original Variable Option Maintenance function is now merged into the Variable Maintenance function. You can now maintain variable attributes as well as variable options in this function.
The Mandatory check box is now obsolete.
The Monitor check box is now obsolete.
The Infinite check box is now obsolete. Leaving the Minimum and Maximum fields blank denotes infinite value.
Feature Maintenance
The original Feature Maintenance and Feature Option Maintenance functions are now merged into the Feature Maintenance function. You can now maintain feature attributes, options, and sequences in this function. Also, features are now classified by function groups.
Feature Sequence Maintenance
An Analyzer button is provided to let you perform sales configuration rules analysis directly from this function.
Syntax Check
A new Check Syntax button replaces the original syntax check check box for you to perform rule validation.
Rule Assistant
When you compose a rule, you are now provided with a hideable Rule Assistant panel to help you enter valid rule elements. Previously, you accessed similar functions by selecting element windows from the View menu.
Configuration Key Maintenance
The Automatically Update Result check box has now removed.
Model Import/Export
The following three functions from the previous release are now combined into one Model Import/Export function:
Create Data Package
Load QAD 2008 Standard Data
Load QAD Configurator Data
COP Maintenance Function Replaced
The COP Maintenance Function has been replaced by the following separate new functions:
Variant Item Number Rule Maintenance: Use this function to define how QAD Configurator assigns item numbers to new variant items.
Variant Item Data Rule Maintenance: Use this function to assign values to database fields in newly created variant items.
Variant Product Structure Rule Maintenance: Use this function to define selection and assignment rules for component items in the generic product structure.
Variant Routing Rule Maintenance: Use this function to define selection and assignment rules for operations in the generic routing.
The COP Sales Order Line and Sales Quote Line maintenance functionality, which was disabled in prior releases, has now been removed.
Variant Item Number Rule Maintenance
The new Variant Item Number Rule Maintenance now offers a much more user-friendly way to maintain variant item numbers than that was used previously in COP Maintenance
Product Configuration Rule Report
The COP Report and COP Rule Table Report functions are now combined into a new Product Configuration Rule Report function.
General Product Structure Rule Maintenance
The COP Rule Table Maintenance and COP Detail Rule Table Maintenance functions are now combined into a new General Product Structure Rule Maintenance function.
Rule-Group Maintenance
The Rule-Group Rule Maintenance function is now combined into the Rule-Group Maintenance function. You can now use this function to maintain rule groups as well as linking general rules to rule groups.
Item Rule Maintenance
The Item Rule-Group Maintenance function is now combined into the Item Rule Maintenance function. You can now use this function to link general rules, rule groups, and item-specific rules to specific configurable items. You can also preview rule details in this function.
Rule Table Generation Wizard
When you create a rule table, a new rule table generation wizard now guides you step by step through the process of generating a new rule table from scratch. After a rule table is generated, you can also use the generation wizard to modify the rule table.
Sales Configuration Rule Report
Rule Report and Rule Table Report are now combined into one Sales Configuration Rule Report. You can choose which type of report you want to run from one screen.
Product Configuration Rule Report
COP Report and COP Rule Table Maintenance are now combined into one Product Configuration Rule Report.
Multiple Languages Support
Progress Translation Manager is no longer used for compiling Configurator for multiple languages. QAD Configurator now uses the QAD Enterprise Application infrastructure for label and message translation.
Variant Product Structure Rule Filter
In the variant product structure rule filter, the Phantom Items option is changed to Include Phantom Items with new filtering logic: Clear this check box to exclude phantom items when displaying specified P/M types of items; otherwise, select this check box. The corresponding selection criterion option in Master Group Maintenance is changed as well.
Customizing the Configuration Process
You can now customize the configuration process using the Show Existing Configurations option in Configurable Item Maintenance. Its value determines whether and how the Existing Configurations screen is displayed in the Configurator questionnaire:
First: Display existing configurations on launching the questionnaire.
Second: Display the new configuration on launching the questionnaire.
On request: When launching the questionnaire, display a message asking the user whether to show existing configurations.
No: Hide the Existing Configurations tab in the questionnaire.
Browse Code
A new Browse Code field is now available in Variable Maintenance. When you define details for text type variables, you can select Allow Fill-In and then specify a browse code to associate the variable with an existing browse so that the question respondent can select a value from the browse instead of manually typing in an answer in the questionnaire.
Variant SO Line Rule Maintenance
A new Use Variant SO Line Rule Maintenance function lets you define assignment rules for a configurable item to assign values to sales order details fields of newly created variant item records.
Variant SO Line Rule Maintenance
A new Variant SQ Line Rule Maintenance function lets you define assignment rules for a configurable item to assign values to sales quote details fields of newly created variant item records.