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QAD Midwest Users Group

QAD Midwest Users Group. Reporting Framework Case Study. Presented By : Steve Cromer – Stein Industries Inc Jay Dybul – Logan Consulting. QAD Forms. Invoices Checks Sales Orders (confirmations) Sales Quotes Purchase Orders Bill of Lading Barcode labels. Technologies used for Forms.

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QAD Midwest Users Group

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  1. QAD Midwest Users Group Reporting Framework Case Study Presented By: Steve Cromer – Stein Industries Inc Jay Dybul – Logan Consulting

  2. QAD Forms • Invoices • Checks • Sales Orders (confirmations) • Sales Quotes • Purchase Orders • Bill of Lading • Barcode labels

  3. Technologies used for Forms • Optio – BottomLine Technologies • BarTender – Seagull Scientific • WebSpeed – IE browser • Cyberquery – Cyberscience • Stock QAD

  4. Complex Infrastructure • Windows / Linux Environment • Passing files between the two operating systems • Multiple print queues – Windows / Linux • Network printers/Local printers • Multiple communications between multiple servers • Latency in printing offsite • Complex troubleshooting

  5. Why Custom Forms? • Needed flexibility • Ability to add to other databases (businesses) • Import/Export utility • Needed alternative options for outputting the form • PDF Archive • PDF Email • Needed a sustainable solution • Support the document and changes without programmer time • Technology supported through QAD – maintenance contract

  6. Archiving • We have a requirement to archive certain documents for historical purposes • Original Invoices • PO changes • Quotes and Confirmations • Created a batch to run the archives • Dependent on the update flag (Print Document) • Run the batch on a Windows Server, and a Windows scheduled task • PDF’s are all contained in the Linux server • Ensure you have enough space for designated documents • Ensure you have a plan when to archive off the archives (Business Rules)

  7. Example of Batch screen

  8. Invoice Print 7.13.3

  9. Purchase Order Print 5.10

  10. Save Filters • Click the “Save As” button • Give it a name • Next time you open it the filter will be applied

  11. Finding an Archive • Find the Archived PO/Invoice by description column • Prior we would have to look in Windows under a network drive.

  12. QAD Reporting Framework Flexible Sustainable QAD supported Ability to Archive Simplify

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