Process Maps “101”An introduction to QAD .NET UI’s Process Maps

Stacy Green, BravePointMWUG Mar 2013

Agenda

IntroductionOverview – What are Process Maps?

– Conventions followedWhy use them?Who can use them? How can we customize them?DemoQuestions and AnswersConclusion

1. Supply Chain View

Process Maps 101 – Models/Views

2. Vertical Industry View

Process Maps 101 – Models/Views

3. Operational Metrics View

Process Maps 101 – Models/Views

4. Other Maps Available

– Procure-to-Pay– Add-on modules

•Configurator•EAM•Warehousing/AIM•etc.

Check in the QAD Store

Process Maps 101 – Models/Views

1. Title & Navigational Hierarchy/Breadcrumb trail

Process Maps 101 – Conventions

2. Ellipse – follow to another process map

Process Maps 101 – Conventions

3. Rectangle – go to a QAD menu/function

Process Maps 101 – Conventions

4. Report – Run a report

Process Maps 101 – Conventions

5. Decision – Process splits depending on answer

Process Maps 101 – Conventions

6. Predefined Process / Multi Document - Generally a Menu Collection

Process Maps 101 – Conventions

7. Manual Process – Process outside of QAD

Process Maps 101 – Conventions

8. Manual Input – Input from outside of QAD

Process Maps 101 – Conventions

9. Connector – Links nodes together

Process Maps 101 – Conventions

1. Big Picture– Help users see how their process can be affected by upstream processes and can affect downstream processes

2. Company Process– It’s rare to find two companies that have the exact same process. Maps can be modified/updated to show your company’s actual process. This may be useful during Audits, etc.

3. Reduce Training Time for New Users– New users can follow a process map which will take them to the actual QAD screen to do the work, instead of needing to learn how to navigate the menu to find what they are looking for

Process Maps 101 – Why use them? Examples

1. Process Folder – Defined on Menu A.8.40 / 0.40

By default:–40.1 – urn:pmap:1_VIP_SF–40.2 – urn:pmap:1_SCP_SF–40.3 – urn:pmap:1_OPV_SF

Set up security similar to any other menu. Normally this is left to “*” so that all users may see the processes

Process Maps 101 – Security

2. Processes (ellipses) – all users w/ access to map

Process Maps 101 – Security

3. QAD Programs (rectangles) – set by Menu Security

Process Maps 101 – Security

4. Administration Folder – Process Editor– Process Admin

By default, granted to the ‘qadadmin’ security group.

Note: By default, user ‘mfg’ also has access without being in the qadadmin group.

Can also allow users access to the Process Editor by adding them to the ‘pronav’ security group. However, they will not be able to see the Process Editor directly on the menu, only in Process Maps

Process Maps 101 – Security

1. Open the Procedure Editor then click Open

Process Maps 101 – Copy an Existing Process

2. Open the Process Map you want to copy

Process Maps 101 – Copy an Existing Process

3. Save the map with your new Name and Owner

Note: Recommend using the xx convention to identify as custom

Process Maps 101 – Copy an Existing Process

1. Click on an empty space to add a new node

Process Maps 101 – Editing a Process Map

2. Update the Node Properties– Label – Title – Tooltip – Mouse fly-over text– Link – Process Map, File, or QAD Menu– Target – Current or New Window – Image – (optional) picture– Icon – (optional) icon– Shape – rectangle, oval, etc.– Style – pre-defined styles with color, etc.– Background Color– Add More Links – more than 1 Link (above)– Cell Borders – define outline

Process Maps 101 – Editing a Process Map

2. Update the Node Properties (ctd)

Process Maps 101 – Editing a Process Map

3. Save the Process Map

Process Maps 101 – Editing a Process Map

4. Preview the Process Map

Allows you to test process map by clicking links, etc

Process Maps 101 – Editing a Process Map

DEMO

Questions?

Additional Info…

Users can add process maps to their favorites

Whenever possible, follow the same conventions for naming your custom process maps as for custom code – eg. “xx”

Note: Labels are generally not shared by Process Maps with QAD ERP. Need to use the Process Label Maintenance

Your System Admin can change the ‘default’ process map to your custom process map

1. Process Administration – Context Parameters

–Ovals – lead to other process map

Process Maps 101 – Technical Stuff

2. Process Administration – Process Properties

–Ovals – lead to other process map

Process Maps 101 – Technical Stuff

Thank You!Stacy Green

sgreen@bravepoint.com