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November 2014

Written by Richard on November 28, 2014

Pimp your VISUAL Browse window

The BROWSE window is available all throughout the VISUAL application.  You likely use it day in and day out as you filter through the records you need.  With every new version of VISUAL, you may have noticed added functionality to the window - such as:

  • Dynamic Searching
  • Searching on Initial Entry
  • Stopping the Searching Process
  • Sorting by Columns
  • Printing the Result Set
  • Browsing by SQL Statement
  • Editing Data in the Browse Table
  • Exporting and Import using Excel

These are all great features - but you can do so much more....

The BROWSE window can be customized to include additional information and fields that are not typically available "out of the box".  You can then search on these fields.

Couple of examples are:

  • Specifications Field
    Specifications are used in many areas of VISUAL (parts, customer orders, purchase orders, work orders, etc).  Once they are configured to your browse window, you can perform searches on them.
  • Line Items on Quotes
    If you use quotes extensively in your company, you know how difficult it can be to sift through quotes for non-Part ID line items.  By adding line item details to the Quote Browse window - you can easily search through to the quote you want.
  • Line Item Details on Orders
    Much like the previous example, you can browse through your orders at the line level as oppose to the header detail.
  • Shipper line details with Trace IDs
    This one, I use quite a bit.  I have configured the Packlist BROWSE window to include not only the shipped line information but I also include all the Trace IDs (if any).  Now if I want to know when (or how) a particular Trace ID was shipped - I just enter the Trace ID to pull up the packlist that it was shipped on.
These are just a few examples - but the possibilities are endless. (well, maybe not endless...)
 
The easiest way to customize the BROWSE window is to use SQL Views and having the VMBROWSE.ini file point to it.
 
Infor VISUAL ERP - VMBROWSE.ini fileWhat the heck is the VMBROWSE.ini file?  The VMBROWSE.ini file contains all the parameters and settings to all the BROWSE windows in VISUAL.  This file is user-specific - every user "should" have their own unique file.  And depending on how your VISUAL environment was installed - it can be found in the users' local directory for VISUAL.  If you open the file, you'll notice sections that refer to the various areas of VISUAL where the BROWSE window is available.  Each section starts with [section name] (open and close square brackets).  Within each section, you'll find the database table(s) used, visible columns to display in the grid, column sizes, sort order, etc.
 
So to customize the BROWSE you need to change the value set for the database table and the columns to display (based on the SQL View you created).
 
Here's a quick example to customize the QUOTE BROWSE window to include the line items.   Please keep in mind that this example assumes you are current and on VISUAL 7.1.2.  You have upgraded - haven't you?
 
Step 1 - Create a SQL View that links the QUOTE table to the QUOTE_LINE table.  Give the SQL View the name V_QUOTES.  Download this script to create the SQL View.
 
Infor VISUAL ERP - SQL View
 
Step 2 - Open your VMBROWSE.ini file and find the section [Quote].  Set the value for table to V_QUOTES (as shown).  Download this section to copy and paste into your VMBROWSE.ini file.
 
Infor VISUAL  ERP
 
Step 3 - Log into VISUAL and browse your Quotes with line items.  You will need to add the new columns using EDIT COLUMNS under the DATA menu.
 
You may get an initial error when you first browse for your quotes.  This should only happen once.  It's because you need to reset the columns to display.  Just ignore the error and reset your columns.
 
There you have it.
 
BONUS!
Here's the solution (which I get asked quite a bit for) to PIMP your PACKLIST browse window to include shipped line items with Trace IDs.  The solution includes a SQL function to concatenate multiple Trace IDs per shipped line item (if any).
 
 
 
Step 3 - Modify the [Shipping Packlist] section of your VMBROWSE.ini file. Download the entire section.
 
 
Infor VISUAL ERP - Shipper Browse Window with Trace IDs
Packlist Browse Window that includes Trace IDs which you can search against
 
 
 :-)
 

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