Group Maintenance

QAD 2016 Enterprise Edition Training Guides > Product Change Control > Set Up Product Change Control > Group Maintenance

PPT

Group Maintenance

• Users added to groups must be previously defined in User Maintenance (36.3.1)

• You can specify a date when user membership expires in a group

• You can also specify the number of copies of a PCR or PCO they should receive and the output device to be used

Users receive e-mail messages, based on the routing slip attached to a PCO or PCR.

Create Groups

• QAD EE does not distinguish different types of groups

• Type is how it is used, not how it is defined

• Group names should reflect their type

• Users can be in more than one group, and more than one type of group

Group Maintenance (1.9.1.1)

• Specify a unique group name

• Give a brief description of how the group is used in PCC

Add Users

• Expire date is optional for assigning when group membership ends

• If copies is set = 0, the user receives only e-mail

• If copies is set = 1 or above, this assigns the number of printouts at the specified Output

Maintain Users in Groups (1.9.1.3)

Add Users

• Add new users

• Change user attributes

• Replace users

• Remove users

• Available groups shows PCC groups to which the user does not yet belong

Replace Users

• Works like adding users to groups

• Specify both the current user ID and the user ID of the person who will replace them

• Update the replacing user’s attributes and groups by specifying the same ID in both fields

Remove Users

• Delete users from groups

• You must remove users from group membership if you plan to delete a user ID

Exercise: Set Up PCC Groups

1 Use Drill Down Lookup Maintenance (36.4.8.1) to add the following information:


Drill Down/Lookup	Drill Down
Field	ecm_ecr_dspn
Calling Procedure	<blank>
Procedure to Execute	gplu072.P

2 Use Group Maintenance (1.9.1.1) to create PCC groups and assign members to the groups. Enter group name and click Next. Enter description and click Next. Enter user ID and click Next. Expire Date, Copies, and Output fields are not required for this exercise, leave blank. click Next, the cursor returns to the User ID field, enter the next User ID, continue until all users for this group are entered. Click the Back button to enter next group. Repeat until all user IDs are entered.


Group	Description	User IDs
Design	PCC Design Group	Eng1
		Eng2
		QEng1
		QEng2
		Your Login
Eng/Apv	Engineering Approval	Eng2
		Your Login
Pln/Apv	Buyer/Planner Approval	Pln1
		Pln2
		Your Login
Mfg/Apv	Mfg. Manager Approval	Mfg1
		Mfg2
		Your Login
Qual/Apv	Quality Eng. Approval	QEng1
		QEng2
		Your Login
Dist	PCO Distribution List	Pln1
		Mfg1
		Acct
		Your Login

3 Use Group Browse (1.9.1.2) to check your work.

Exercise: Set Up Item Master

1 Use Item Master Maintenance (1.4.1)


Field	Data
Item Number	01010P
Description	Medical Ultrasound Prototype
UM	EA
Prod Line	11
Design Group	Design
Status	Proto
Rev	2
Lot/Serial	S
Site	10-100
Location	010

Click Next through all frames until Item Number field is highlighted, then Back.

Exercise: Set Up Item Data

1 Use Item Data Maintenance (1.4.3) to enter (change) the item data information below.


Item#	Description	Prod Line	Design Grp	Status	Rev
50001	Probe Unit - 10 Mhz	11	Design	Active	A
02003	Standard Connector	11	Design	Active	A
62050	Beryllium Copper (discrete PO)	11	Design	Active	A
90031	Packaging	11	Design	Active	A
60004	Transducer - 10 Mhz	11	Design	Active	A
60001	Durable Plastic Housing	11	Design	Active	A
60002	Display / Readout	11	Design	Active	A
60003	Keyboard	11	Design	Active	A
60005	Battery	11	Design	Active	A
60006	Monitor Cable	11	Design	Active	A
60007	Movable Cart	11	Design	Active	A
60008	Printer	11	Design	Active	A
60050	Base Unit / CPU	11	Design	Active	A
90093	Shipping Carton	11	Design	Active	A

Exercise: Set Up Inventory Data

1 Use Item Inventory Data Maintenance (1.4.5) to enter (verify) the following inventory data:


Item#	Lot/Serial	Site	Location
01010P	S	10-100	010
50001	S	10-200	020
02003		10-100	020
62050		10-202	200
90031		10-200	020
60004	S	10-100	020
60001		10-100	020
60002		10-100	020
60003		10-100	020
60005		10-100	020
60006		10-100	020
60007		10-100	020
60008		10-100	020
60050	S	10-100	020
90093		10-100	020

Exercise: Set Up Item Planning Data

1 Use Item Planning Maintenance (1.4.7) to enter the following item planning data:


Item#	Order Qty	Pur/Mfg	Mfg LT	Pur LT
01010P	1	M	1

Review parts information as to P or M, and other variables.

Exercise: Set Up Item Cost Data

1 Use Item Cost Maintenance (1.4.9) to enter the following item cost data:


Item#	Price	G/L Cost Material	Curr Cost Material
01010P	$2,500.00

Review parts information as to G/L Cost Material and Current Cost Material.

Exercise: Set Up Product Structures

1 Use Product Structure Maintenance (13.5) to enter the following product structure data for parent item 01010P.

Drag and Drop 01010P from Product Structure frame into the lower frame.

2 Drag and Drop the following components onto 01010P in the lower frame.

Component


Item#
50001
60001
60002
60003
60005
60006
60007
60008
60050
90093

Note: Click the plus sign on 50001 to see the components needed to make 1 unit of 50001.

Important: Highlight the items in the lower frame and Click Product Structure Maintenance in the frame above to review data, such as number needed, unit of measure.

Important: Click the Save Icon at the top of the screen.

3 Verify the product structure data using Product Structure Inquiry (13.6).

Exercise: Set Up a Department

1 Use Department Maintenance (14.1) to set up a department for the production of the Medical Ultrasound Prototype by entering the following information:


Field	Data
Department	130
Description	Med Ultrasound Prototype
Default Sub-Account	Mech
Default Cost Center	Pro

Click Next until back in Department field, Click Back.

Exercise: Set Up a Work Center

1 Use Work Center Maintenance (14.5) to set up a work center for Medical Ultrasound Prototype assembly by entering the following data:


Field	Data
Work Center	1005
Description	Prototype Assembly
Department	0400
Setup Rate	25.00
Labor Rate	20.00
Lbr Bdn%	100.00

Save and Exit.