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  •     QAD Glossary

  • 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:
    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
    7.7.7
    Shipping Label Print
    rcrp10.p
    75.10.13.22
    Same
    7.9.4
    Pre-Shipper/Shipper Print
    rcrp13.p
    75.10.13.5
    Same
    7.10.4
    Legal Document Print
    gpldprt.p
    75.10.3.48
    Same
    7.13.12
    Invoice Print or Reprint
    soivrp10.p
    75.10.6.7
    Same
    11.3.8
    Service Item Inquiry
    fsptsriq.p
    75.10.23.12
    Service Item Report
    11.9.4
    End User Inquiry
    fseuiq.p
    75.10.23.13
    End User Report
    11.11.7
    Material Order ATP Inquiry
    fsatpiq.p
    75.10.1.9
    Material Order ATP Report
    11.1.1.14
    Call Activity Inquiry
    fscariq.p
    75.10.1.5
    Call Activity Report
    11.1.15.3
    Service Request Report
    fssrrp.p
    75.10.1.6
    Same
    11.13.15.2
    Engineer Master Schedule Inquiry
    fseshiq.p
    75.10.23.7
    Engineer Master Schedule Report
    11.13.15.5
    Engineer Detail Schedule Inquiry
    fsegdiq.p
    75.10.23.8
    Engineer Detail Schedule Report
    11.13.15.9
    Engineer Diary
    fsegrp02.p
    75.10.23.10
    Same
    11.13.15.10
    Engineer Calendar
    fsegrp01.p
    75.10.23.9
    Same
    11.13.15.11
    Engineer Availability Inquiry
    fsegwiq.p
    75.10.23.11
    Engineer Availability Report
     
     
     
    75.10.1.1.3
    Contract Billing History Report
     
     
     
    75.10.1.2.6
    Contract Renewal History Report
     
     
     
    75.10.1.47
    Contract Renewal Browse
     
     
     
    75.10.1.48
    Contract Billing Browse
     
     
     
    75.10.1.49
    Contract Additional Charges Browse
     
     
     
    75.11.2.17
    Customer ISB Browse
     
     
     
    75.10.16.10
    Warranty Call Browse
     
     
     
    75.10.16.11
    Warranty Returns Browse
     
     
     
    75.10.16.12
    Warranty Repair Line Browse
     
     
     
    75.10.16.13
    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:
    Contracts
    Billing
    Renewals
    Warranty Administrator Center, including:
    Repairs and Returns
    Calls and Installed Base
    Customer Activity
    Customer Management Role-Based Center
     
    Customer Service Management Center, including:
    Customers
    Customer Activity Dashboard
    Items
    Sales Quotes
    Sales Orders
    Sales Orders to Ship
     
    Sales Order Credit Browse
    Sales
    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