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  •     QAD Glossary

  • Introduction to Manager Functions
    Manager Functions includes tasks typically performed by system administrators. Most functions located on the Manager Functions menu (36) are discussed in this guide.
    A few functions on the Manager Functions menu are discussed in other guides:
    Domain/Account Control (36.1) affects processes throughout the system. However, it is not typically set up by system administrators, but by individuals in your company with financial expertise. It is discussed in User Guide: Financials.
    Configured Message Maintenance (36.4.6) applies only to scheduled orders and is discussed in User Guide: Release Management.
    This guide does not cover the various utilities on the Manager Functions menus numbered above 24. For documentation of these programs, see the procedure help or the opening program screen of each utility.
    Areas covered in this guide are described briefly below.
    Setting Up and Using Domains
    The domain concept in the database provides flexible implementation options for supporting multiple business operations within a single database and eliminates the need for a single database-wide base currency or database-wide control settings. The domain is essentially a logical partition within a single database. Any number of domains can be set up in one physical database—each domain with its own base currency, chart of accounts, operating controls, document numbering, and security.
    Domain Constants
    The programs on the Domain Constants menu (36.2) control calendars and codes used throughout an individual domain. These include shop and holiday calendars, reason and generalized codes, and rounding methods.
    In addition, you can set up number sequences using number range management (NRM) functions, which support regulatory controlled document numbering. NRM includes the content and sequencing of a numeric series, as well as preventing gaps in a series.Finally, you can specify fields in tables for detailed change tracking and reporting.
    System Interface
    The System Interface menu contains programs that control menus, screen labels, messages, multi-language installations, and help. You can also set up user function keys and define your e-mail system.
    Printers and Batch Processing
    The Printer Management menu contains programs for setting up system printers, specifying default printers by user or group, and creating batch print requests.
    CIM Interface
    CIM (computer integrated manufacturing) is one way to load legacy or non-Progress data into the database. Using CIM, data can be added using standard program validation.
    Database Management
    The system provides utilities for monitoring database size, performing dumps and loads, reloading archive files, and managing database sequences. Delete/archive followed by dump/load is the standard means of controlling database size and fragmentation in Progress databases. User licensing utilities and programs for managing time zones are also included in database management.
    Reports and Utilities
    A number of system-wide reports and utilities are provided on the Manager Functions menu.
    System Cross-Reference
    The system cross-reference programs display information about field, program, and table relationships in your database. If you customize the product, this is an essential set of programs.
    Application Server
    The system can use a Progress application server (AppServer) to run applications remotely. The AppServer must be defined to make it available.
    User Interface Management
    The UI: Manager Functions menu provides programs used to create browses and associate them with fields and programs. You can also define alternate programs to execute when menu items are selected and specify programs to be run from other programs.
    Users and Security
    A user must be defined with a valid ID and password before they can log in. In addition, the system offers several types of security, including domain, menu, field, entity, site, account, and inventory movement code. You can implement these levels by user ID or user group.
    Enhanced Controls
    The optional Enhanced Controls module allows companies to track in detail who made changes to enterprise-critical data, what changes were made, and when. Components of the Enhanced Controls module include:
    Electronic Signatures
    Use the electronic signature functions of the Enhanced Controls module to apply electronic signature requirements to a subset of menu programs and database tables you choose from QAD-provided default setup data. Signature records include data such as:
    Identification of the user who created or modified the data
    An indication of whether the data has been updated since it was most recently signed
    Remarks the user entered when signing the data
    Detailed field values for all elements of the signature record
    Audit Trails
    Use the audit trail functions to maintain multiple separate audit databases containing a history of changes made to records associated with the database tables you choose. Audit trail records include data such as:
    Identifying information for the user performing the update
    Date, time, and time zone when the change was posted
    Before and after data values for changes, additions, and deletions