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  • 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 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:
    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 3 New Customer Management Reports and Browses
    Legacy Menu
    Report Title
    Legacy Program
    New Menu
    New Report Title
    Shipping Label Print
    Pre-Shipper/Shipper Print
    Legal Document Print
    Invoice Print or Reprint
    Service Item Inquiry
    Service Item Report
    End User Inquiry
    End User Report
    Material Order ATP Inquiry
    Material Order ATP Report
    Call Activity Inquiry
    Call Activity Report
    Service Request Report
    Engineer Master Schedule Inquiry
    Engineer Master Schedule Report
    Engineer Detail Schedule Inquiry
    Engineer Detail Schedule Report
    Engineer Diary
    Engineer Calendar
    Engineer Availability Inquiry
    Engineer Availability Report

    Contract Billing History Report

    Contract Renewal History Report

    Contract Renewal Browse

    Contract Billing Browse

    Contract Additional Charges Browse

    Customer ISB Browse

    Warranty Call Browse

    Warranty Returns Browse

    Warranty Repair Line Browse

    Repair Work Order Browse
    Note: The following reports in the bundle only work with 2012 EE, 2012.1 EE, and 2013 EE.
    Retrobill Report
    Renewal Process/Report
    Pre-Shipper/Shipper Print
    Pre-Shipper/Shipper Confirm
    Invoice Post and Print
    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 4 New Collections
    Service and Support Management (SSM) Role-Based Centers
    Contract Administrator Center, including:
    Warranty Administrator Center, including:
    Repairs and Returns
    Calls and Installed Base
    Customer Activity
    Customer Management Role-Based Center
    Customer Service Management Center, including:
    Customer Activity Dashboard
    Sales Quotes
    Sales Orders
    Sales Orders to Ship
    Sales Order Credit Browse
    Collections under SSM Utilities
    Custom Program Utilities, including:
    Custom Program Insertion Maintenance
    SSM Cust Prog Insert Browse
    SSM Cust Prog Entry Point Valid
    SSM Cust Prog Entry Point Browse
    RMA/RTS Utilities, including:
    Del MRP Records for RMA Receipts
    Backout Incorrect Allocations
    Update Ship Type for RTS
    RMA Service Coverage Utility
    RMA Parts Return Flag Repair
    ISB Utilities, including:
    Install Config Table Rebuild
    Installed Base Rebuild
    Conversion Related Utilities, including:
    Area Code Conversion
    Load User Preferences
    Response Time UM Conversion
    Upd Blank Warr/Service Type
    FSM Type Conversion (Multiling)
    Create Intrastat Rec's for SEO
    Call Utilities, including:
    Expense Cost Discrepancy Report
    Pending Call Setup Utility
    J1B6 Utility
    Create Call History Records
    Escalation Master Update
    Update Trans Hist for Calls
    Set Call Item Detail End User
    Rebuild Engineer Schedules
    Time Zone Utilities, including:
    End User Time Zone Change Utility
    Multiple Time Zones Startup Utility
    Initialize User TZ from Engineer
    Orphaned Records, including:
    Del Orphaned S/S Work Order Recs
    Delete Stranded Inv Hist Records
    Del Orphaned Call Lines
    Del Stranded Detail Allocations
    Contract Utilities, including:
    Contract Serialize Detail Repair
    Initialize List Prices
    Note: Some of these SSM utilities are collected in the SSM Utility Center.
    Collections under SSM Administration Center
    Call/Quote Admin, including:
    Closed Call Move to History
    Call/Quote History Delete/Archive
    Expired Quote Move to History
    Pending Call Delete/Archive
    Pending Call Profile Report
    Contract Admin, including:
    Contract Delete/Archive
    Contract Next Bill Adjustment
    Recalculate Contract Taxes
    Change Deferred/Accrued Accounts
    Update Contract Revenue Account
    Revenue Delete/Archive
    Service Ctrct Next Bill Adjustmt
    SSM Metrics Admin, including:
    Average Visit Closed Browse (metric)
    Engineer Utilization Browse (metric)
    All Call Browse (metric)
    RTS Performance (metric)
    Misc Delete/Archive , including:
    Service Request Delete/Archive
    Field Notification Del/Archive
    ISB History Delete/Archive
    S/RO Delete Archive