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:
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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
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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.
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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.
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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 3 New Customer Management Reports and Browses
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Legacy Menu
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Report Title
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Legacy Program
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New Menu
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New Report Title
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2.1.5
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Customer Labels Print
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adcsrp02.p
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75.10.3.43
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Same
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7.9.14
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Sales Order Shipping Label Print
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sosorp14.p
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75.10.13.20
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Same
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7.10.9
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Stock Card by Location
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soldstcl.p
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75.10.3.47
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Stock Card by Location Report
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7.10.10
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Stock Card with Cost
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soldstcc.p
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75.10.3.45
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Stock Card with Cost Report
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7.10.11
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Stock Card
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soldstcd.p
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75.10.3.46
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Stock Card Report
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7.13.3
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Preview Invoice Print
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sosorp20.p
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75.10.6.5
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Same
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7.23.2
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S/RO Print
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srsrorp.p
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75.10.25.1
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Same
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7.13.13.3
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Retrobill Report
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rcrbrp01.p
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75.10.3.44
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Same
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7.13.20.1.5
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Golden Tax Invoice Report
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gtreport.p
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75.10.6.6
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Same
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11.15.6
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Area Structure Inquiry
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fssvariq.p
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75.10.24.1
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Area Structure Report
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11.15.10
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Area Holiday Inquiry
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fsfshaiq.p
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75.10.24.2
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Area Holiday Report
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11.1.3.3
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Pending Call Inquiry
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fspciq1.p
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75.11.2.16
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Pending Call Browse
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11.5.13.10
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Renewal Process/Report
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fssaexp.p
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75.10.8.16
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Same
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11.7.1.17
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RMA Shipment History
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fsrmaq04.p
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75.10.17.8
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RMA Shipment History Report
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75.10.1.4
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Contract Line Browse
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11.1.1.18
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Call Labor Browse
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11.1.1.25
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Call Parts Browse
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11.1.1.26
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Call Expense Browse
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75.7.2.16
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Contacts Browse
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75.13.1.1
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Price List Detail Browse
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75.14.1.1
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Year Browse
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Note:
Two reports in the bundle—Retrobill Report and Renewal Process/Report—only work with 2012 EE and 2012.1 EE.
Table 4 New Centers and Utilities
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Pricing Center, including:
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Sales Quote/Order Pricing
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Customer Schedule Pricing
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Sales Representative Center, including:
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Sales Management Center, including:
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•
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Item Replacement/Up/Cross-sell
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