Release Notes for Version 1.4
Customer Management Reports and Browses Bundle Version: 1.4
Release Date: March 2013
QAD Enterprise Applications Compatibility: QAD Enterprise Edition 2011 and later
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.
Note: The new reports are already included in QAD 2013 EE. So, if you use QAD 2013 EE, you do not have to install the reports separately.
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 1 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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7.7.7
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Shipping Label Print
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rcrp10.p
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75.10.13.22
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Same
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7.9.4
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Pre-Shipper/Shipper Print
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rcrp13.p
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75.10.13.5
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Same
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7.10.4
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Legal Document Print
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gpldprt.p
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75.10.3.48
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Same
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7.13.12
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Invoice Print or Reprint
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soivrp10.p
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75.10.6.7
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Same
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11.3.8
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Service Item Inquiry
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fsptsriq.p
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75.10.23.12
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Service Item Report
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11.9.4
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End User Inquiry
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fseuiq.p
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75.10.23.13
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End User Report
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11.11.7
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Material Order ATP Inquiry
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fsatpiq.p
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75.10.1.9
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Material Order ATP Report
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11.1.1.14
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Call Activity Inquiry
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fscariq.p
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75.10.1.5
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Call Activity Report
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11.1.15.3
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Service Request Report
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fssrrp.p
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75.10.1.6
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Same
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11.13.15.2
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Engineer Master Schedule Inquiry
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fseshiq.p
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75.10.23.7
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Engineer Master Schedule Report
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11.13.15.5
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Engineer Detail Schedule Inquiry
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fsegdiq.p
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75.10.23.8
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Engineer Detail Schedule Report
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11.13.15.9
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Engineer Diary
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fsegrp02.p
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75.10.23.10
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Same
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11.13.15.10
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Engineer Calendar
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fsegrp01.p
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75.10.23.9
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Same
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11.13.15.11
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Engineer Availability Inquiry
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fsegwiq.p
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75.10.23.11
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Engineer Availability Report
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75.10.1.1.3
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Contract Billing History Report
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75.10.1.2.6
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Contract Renewal History Report
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75.10.1.47
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Contract Renewal Browse
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75.10.1.48
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Contract Billing Browse
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75.10.1.49
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Contract Additional Charges Browse
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75.11.2.17
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Customer ISB Browse
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75.10.16.10
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Warranty Call Browse
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75.10.16.11
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Warranty Returns Browse
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75.10.16.12
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Warranty Repair Line Browse
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75.10.16.13
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Repair Work Order Browse
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Note: The following reports in the bundle only work with 2012 EE, 2012.1 EE, and 2013 EE.
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Pre-Shipper/Shipper Print
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Pre-Shipper/Shipper Confirm
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An Enhanced .NET Report field is available for the first three reports in 2013 EE and the last two reports in 2012 EE and 2012.1 EE, as well as 2013 EE. When you select the field, you get a Reporting Framework report view.
Table 2 New Collections
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Service and Support Management (SSM) Role-Based Centers
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Contract Administrator Center, including:
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Warranty Administrator Center, including:
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Calls and Installed Base
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Customer Management Role-Based Center
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Customer Service Management Center, including:
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Customer Activity Dashboard
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Sales Order Credit Browse
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Collections under SSM Utilities
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Custom Program Utilities, including:
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Custom Program Insertion Maintenance
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SSM Cust Prog Insert Browse
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SSM Cust Prog Entry Point Valid
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SSM Cust Prog Entry Point Browse
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RMA/RTS Utilities, including:
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Del MRP Records for RMA Receipts
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Backout Incorrect Allocations
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Update Ship Type for RTS
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RMA Service Coverage Utility
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RMA Parts Return Flag Repair
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ISB Utilities, including:
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Install Config Table Rebuild
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Conversion Related Utilities, including:
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Response Time UM Conversion
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Upd Blank Warr/Service Type
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FSM Type Conversion (Multiling)
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Create Intrastat Rec's for SEO
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Call Utilities, including:
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Expense Cost Discrepancy Report
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Pending Call Setup Utility
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Create Call History Records
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Escalation Master Update
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Update Trans Hist for Calls
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Set Call Item Detail End User
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Rebuild Engineer Schedules
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Time Zone Utilities, including:
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End User Time Zone Change Utility
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Multiple Time Zones Startup Utility
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Initialize User TZ from Engineer
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Orphaned Records, including:
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Del Orphaned S/S Work Order Recs
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Delete Stranded Inv Hist Records
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Del Orphaned Call Lines
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Del Stranded Detail Allocations
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Contract Utilities, including:
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Contract Serialize Detail Repair
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Note: Some of these SSM utilities are collected in the SSM Utility Center.
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Collections under SSM Administration Center
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Call/Quote Admin, including:
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Closed Call Move to History
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Call/Quote History Delete/Archive
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Expired Quote Move to History
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Pending Call Delete/Archive
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Pending Call Profile Report
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Contract Admin, including:
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Contract Delete/Archive
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Contract Next Bill Adjustment
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Recalculate Contract Taxes
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Change Deferred/Accrued Accounts
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Update Contract Revenue Account
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Service Ctrct Next Bill Adjustmt
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SSM Metrics Admin, including:
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Average Visit Closed Browse (metric)
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Engineer Utilization Browse (metric)
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All Call Browse (metric)
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RTS Performance (metric)
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Misc Delete/Archive , including:
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Service Request Delete/Archive
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Field Notification Del/Archive
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ISB History Delete/Archive
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