QAD Customer Self Service Release Notes - QAD.com

14 This release includes the following Global Tax Management updates:
• Subtracting the tax total from the line total now works correctly.
• Total calculation was corrected to reflect values in MFG/PRO.
• Parentheses ( ) were placed around the discount amount.
• An additional parameter was added to correct the tax calculation on the order and sales quote.
15 This release includes the following enhancements to the sales order load process:
• The upload of sales orders now correctly works with MFG/PRO Service Pack 4.
• When an upload (CIM) fails, the sales order is now completely removed.
• Error handling has been added to manage a failure during upload of sales quotes.
Update to Administration User Account Creation Process
The process used to create external administrative users in QAD CSS has been updated. The original
procedure is documented in Administration Guide: QAD Customer Self Service (CSS) item number
78-0619A. When creating external admin users, use the following updated steps instead.
External Administration Entries
External Administration outsources user account administration to external parties without involving the
host site QAD CSS administrator. In this case, a customer is authorized to manage their own QAD CSS
users. To implement this feature, choose the user ID to set up as an external administrator. Set External
Admin to Yes in the User Maintenance screen and then click External Administration to display the
External Administration Association screen.
In this screen, specify which users and groups the user you are currently setting up can administer. For
example, a large client with many users in different geographic locations can directly maintain those users
independently of the main QAD CSS administrator. This empowers customers to control the user base
according to their needs.
Example John Smith is an IT Manager at the headquarters of ABC Company, a multinational holding
corporation. You want to let John change information for all of the users of Nationale Company, a French
subsidiary of ABC company. You set Allowable Type to Customer and Allowable Value to the customer
number associated with Nationale Company. Once this record is created, John can change data associated
with all Nationale Company users.
Important Do not modify the allowable types in the drop-down menu, even if you are a certified QAD
CSS developer.
To create an External Administrator association for the selected user:
1 Define the ID Type as Customer.
a Select ID Type from the Allowable Type drop-down menu.
b Enter Customer in Allowable Value.
c Click add to submit the values.
QAD Customer Self Service (CSS) Release Notes
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