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QAD Customer Management Reports 1.5
Customer Management Reports and Browses Bundle Version: 1.5
Release Date: September 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.
This bundle includes usability improvements on existing reports and browses; it also includes some new browses and new centers.
Note: Download this bundle from QAD Store and install it independently. But if you are installing Customer Management Dashboard 1.0, the system automatically gets this reports and browses bundle for you, which means you do not have to install this bundle separately.
The legacy versions of all reports, browses, and inquiries are still available, except the following inquiries:
Call Detail Inquiry; now it is Call Print (11.1.1.3)
Area Structure Inquiry; now it is Area Structure Report (11.1.3.3)
Area Holiday Inquiry; now it is Area Holiday Report (11.11.7)
Material Order ATP Inquiry; now it is Material Order ATP Report (11.15.6)
Pending Call Inquiry; now it is Pending Call Browse (11.15.10)
You can access the new reports and browses 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.
Note: You cannot access a new report by entering a Progress program name.
By navigating in the menu tree to the functionality area.
Note: This bundle is cumulative; it includes reports and browses that were previously introduced. For lists of those reports and browses, see previous release notes.
Table 13 New Customer Management Browses
 
Menu
Browse Title
11.1.1.27
Open Call Line Browse
11.1.1.28
Dispatch Call Browse
75.7.2.24
Customer Ship Schedule Variance Browse
75.7.2.26
Salesperson Quota Achievement Browse
75.7.2.28
Sales Quote Gross Margin Browse
75.7.2.29
Sales Order Gross Margin Browse
Table 14 New Centers
 
Tech Support Center, including:
Service Call Activity
Installed Base and Service Items
Engineer Availability
In-House Repair Activity
Service Dispatch Center, including:
Dispatch Calls
Engineer Availability
Installed Base and Service Items