Change Summary
About This Course
Course Description
Course Objectives
Audience
Prerequisites
Course Credit and Scheduling
Virtual Environment Information
Additional Resources
QAD Learning Center
QAD Document Library
QAD Support
Setup Virtual Environments (QPC)
QAD Product Center (QPC)
Choose the Environment
Schedule the Session or Start Now
Opening the Session
Entering RDP
Open QAD Enterprise Applications
Introduction: Process Maps and Process Editor
Process Maps
A Picture is Worth a Thousand Words
A Picture is Worth a Thousand Words
A Picture is Worth a Thousand Words
A Picture is Worth a Thousand Words
A Picture is Worth a Thousand Words
Example: QAD Quote to Cash
Terminology
Example: EOB Auto Process Map
Example: Forecasting Requirements
Example: Net Change Materials Plan
Example: Forecasting Requirements
Process Map Footer
Links to Screens and Documentation
Links to Screens and Documentation
Links to Screens and Documentation
Links to Screens and Documentation
Links to Screens and Documentation
Where to Find the Process Maps
Exercise
Process Editor
Overview of Process Editor
Process Editor
Overview of Process Editor
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Demo
Process Editor Overview
Process Editor Overview
Assignment and Next Step
How to Create a Process Map
Locating the Process Map Editor
Demo: How to Create Simple Map
Nodes
Node Names (Labels)
Node Names (Labels)
Node Names (Labels)
Node Names (Labels)
Node Names (Labels)
Node Name (Labels)
Process Label Maintenance
Process Label Maintenance
Process Label Maintenance
Process Label Maintenance
Process Preview
Process Label Maintenance
Connectors
Guidelines for Naming Nodes
Guidelines for Naming Nodes
Exercise: Creating Nodes
Exercise: Connecting Nodes
Naming a Process Map
Naming Conventions
Naming Conventions
Naming a Process Map
Saving a Process Map
How to Create a Simple Process Map
Summary
Review (Quiz)
Answers: How to Create Simple Map
How to Create a Simple Map
Assignment
Nodes
Nodes
Node Shapes
Node Shape & Style
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Node Shape
Exercise: Node Shapes
Exercise: Identify Node Shapes
Identify Node Shapes
Node Style
Node Style
Node Shapes and Styles
Node Shapes and Styles
Changing Nodes to Images
Changing Nodes to Images
Changing Nodes to Images
Other Node Properties
Other Node Properties
Other Node Properties
Other Node Properties
Other Node Properties
Summary
Assignment
Connectors
Connectors
Connectors
Connectors
Connector Links
Connector Shapes
Connector Style and Dash Width
Exercise: Make a Connector
Create Multiple Flow Paths
Create Multiple Flow Paths
Create Multiple Flow Paths
Create Multiple Flow Paths
Create Multiple Flow Paths
Create Multiple Flow Paths
Exercise: Multiple Inputs/Outputs
Summary
Linking
Links
Links
Linking to Files
Setting up a Token Link
Setting up a Token Link
Setting up a Token Link
Setting up a Token Link
Linking to Files
Linking to Files
Linking to Files
Linking to Files
Linking to Files
Linking to Files
Linking to Files
Review: How to Set up a Token Link
Exercise: Linking to Files
Linking to Menus (Screens)
Linking to Menus (Screens)
Linking to Menus (Screens)
Finding the Name of a Program
Exercise: Linking to Menus (Screens)
Linking to Process Maps
Linking to Process Maps
Exercise: Linking to Process Maps
Guidelines for Naming Linked Maps
Finding the Name of a Map
Finding the Name of a Map
Linking to Websites
Linking to Websites
Exercise: Linking to Websites
Linking to the Document Library
Summary
Other Properties
Other Properties
Grid Properties
Grid Properties – Height and Width
Grid Properties – Height and Width
Grid Properties - Padding
Grid Properties - Zoom
Grid Properties – Background Color
Grid Properties – Grid Line Display
Grid Properties – Header Display
Grid Properties – Adding and Deleting
Style Properties Menu
Process Properties Menu
Row / Column Properties Menu
Summary: Other Properties
Design Guidelines
Back Up Your Process Maps
Process Inputs & Outputs
Flow of Process Maps
Nodes
Dash Width
Connectors
Multiple Editors
Padding
Process Maps Guidelines
Display Process Maps on Home Screen
Display Process Maps on Home Screen
Summary
Summary
Assignment
How to Edit Process Maps
Open the Map in the Editor
Reading the Map
Reading the Map
Plan your Changes
Copying a Map
Making Modifications
Making Modifications
Adding Links
Adding Links
Copy/Paste/Delete
Adding Nodes
Adding a Node
Deleting a Map
Conclusion / Exam
Appendix
Technology Behind the Maps
Linking to the Document Library
Linking to the Document Library
Linking to the Document Library
Create Links to the Document Library
Video: EOB Menu Setup
Video: EOB Menu Setup
© QAD Inc
Change Summary
© QAD Inc