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Release Notes for Version 1.3
Customer Management Reports and Browses Bundle Version: 1.3
Release Date: September 2012
QAD Enterprise Applications Compatibility: QAD Enterprise Edition 2011, 2011.1, 2012, 2012.1
Related Documentation: The Reports and Browses Bundles Installation Guide is provided on the product delivery media. It is also available on the Documentation area of support.qad.com under the Installation-Conversion topic for your Enterprise Edition version.
This bundle includes a set of enhancements to reporting functions in the Customer Management area within Enterprise Edition. Many reports have been rewritten using QAD Reporting Framework to provide a significantly improved reporting capability to users of the QAD .NET UI. Additionally, the functions of some existing reports have been incorporated into browses.
This is part of an ongoing QAD effort to upgrade reports, browses, and inquiries throughout the system, building on the advanced filtering and report-generation tools available in .NET and QAD Reporting Framework, as well as powerful browse capabilities.
Note: The legacy versions of all reports are still available in their original menu locations.
You can access the new reports in several ways:
By entering the report title in the menu search field. The search result lists two occurrences. The icon differentiates between the standard and enhanced .NET UI versions. Report Icons in .NET UI shows an example.
Report Icons in .NET UI
By entering the new menu number in the menu search field. QAD .NET UI-only reports are assigned to menu numbers 75 or greater, so they are hidden on the character UI menus, as shown in New Customer Management Reports and Browses.
Note: You cannot access a new report by entering a Progress program name.
By navigating in the menu tree to the functionality area. The new reports appear in the same part of the menu as their standard report equivalents.
Note: This bundle is cumulative; it also includes reports in the Customer Management area that were previously introduced. For lists of those reports, see previous release notes.
Table 5 New Customer Management Reports and Browses
 
Legacy Menu
Report Title
Legacy Program
New Menu
New Report Title
2.1.5
Customer Labels Print
adcsrp02.p
75.10.3.43
Same
7.9.14
Sales Order Shipping Label Print
sosorp14.p
75.10.13.20
Same
7.10.9
Stock Card by Location
soldstcl.p
75.10.3.47
Stock Card by Location Report
7.10.10
Stock Card with Cost
soldstcc.p
75.10.3.45
Stock Card with Cost Report
7.10.11
Stock Card
soldstcd.p
75.10.3.46
Stock Card Report
7.13.3
Preview Invoice Print
sosorp20.p
75.10.6.5
Same
7.23.2
S/RO Print
srsrorp.p
75.10.25.1
Same
7.13.13.3
Retrobill Report
rcrbrp01.p
75.10.3.44
Same
7.13.20.1.5
Golden Tax Invoice Report
gtreport.p
75.10.6.6
Same
11.15.6
Area Structure Inquiry
fssvariq.p
75.10.24.1
Area Structure Report
11.15.10
Area Holiday Inquiry
fsfshaiq.p
75.10.24.2
Area Holiday Report
11.1.3.3
Pending Call Inquiry
fspciq1.p
75.11.2.16
Pending Call Browse
11.5.13.10
Renewal Process/Report
fssaexp.p
75.10.8.16
Same
11.7.1.17
RMA Shipment History
fsrmaq04.p
75.10.17.8
RMA Shipment History Report
 
 
 
75.10.1.4
Contract Line Browse
 
 
 
11.1.1.18
Call Labor Browse
 
 
 
11.1.1.25
Call Parts Browse
 
 
 
11.1.1.26
Call Expense Browse
 
 
 
75.7.2.16
Contacts Browse
 
 
 
75.13.1.1
Price List Detail Browse
 
 
 
75.14.1.1
Year Browse
Note: Two reports in the bundle—Retrobill Report and Renewal Process/Report—only work with 2012 EE and 2012.1 EE.
Table 6 New Centers and Utilities
 
Pricing Center, including:
Analysis Codes
Sales Quote/Order Pricing
Volume Discounts
Customer Schedule Pricing
Sales Representative Center, including:
Customers
 
Items
 
Sales Orders
 
Quotes
 
Scheduled Orders
Sales Management Center, including:
Salespersons
 
Sales
 
Item Replacement/Up/Cross-sell