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MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX The next generation of MDS... MDS-NX Overview

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Page 1: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NXThe next generation of MDS...

MDS-NX Overview

Page 2: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Dashboard

New look Menu is larger and easier to use with each

function on a button instead of right clicking.

New ergonomic Toolbars

Page 3: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Dashboard

MDS Lookups on infotabs and

available at any time. Lookups are

now user customizableMDS Charts and

KPIs now easier to customize.

MDS Shortcuts easier to use .

Tasks are now easier to use and integrated with

MDS.

Page 4: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Tan Theme

We provide a standard blue or optional tan

theme. We can design other themes if requested.

Page 5: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Improved look and feel.

Colors and fonts are standardized and easier

to read

Queries and pop-ups have a toolbar with

standardized buttons.

Page 6: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Improved look and feel.

Cost is Orange by default but shows

Purple if the Cost has changed and Green if

the cost was overridden.

Icons are updated to look more modern.

Total Value and Line Extensions are in Blue so they can be easily

seen.

Page 7: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX New Grid Lookups

New spreadsheet style lookups with a scrolling view showing ALL your

products , customers and vendors.

Filters that work as you type to easily find what

you are looking for.

Clickable column headings allow easy sorting.

Lookups are always available and fully

integrated with MDS applications.

Page 8: MDS-NX The next generation of MDS... MDS-NX Overview

MDS-NX Product Lookup

You can easily change the fields that appear in the

table. You can also change the filters.

Price button allows you to see

customer’s pricing for each

item.

Available column shows available

products in green, out of stock

products in red.

Lookups show the last refresh

time on the infotab.

Page 9: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

You can set up separate lookups for each Operator

or change the DEFAULT.

Page 10: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

To set up your own lookup, copy the DEFAULT or

another operator’s record using the “..” (copy)

feature of MDS.

Page 11: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Use the drop down lookup on the Field to choose a new field to display from

the list of available lookup fields.

Page 12: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Now that we have added DRUG_TYPE to the

Product Lookup Field listing, we save our work

and rerun the lookup.

Page 13: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

And now we have our own lookup with Drug Type and

other users are not affected by the change.

Page 14: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

You can also change the heading or width of the

field.

Page 15: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Just make the change in Lookup Options Maintenance.

Page 16: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

The column heading is now Stk and the heading fits.

Page 17: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Sales Lookup Fields

Page 18: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Sales Lookup Fields Just add the field that

you want to see.

Page 19: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

Refresh the lookup and your field is now there.

Page 20: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options - Filters

Each field can be made into a filter but in the case of the Product Lookup , a filter field must exist in

both Product Master and Sales.4

Page 21: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options - Filters

Each filter can be set to filter on text beginning

with the search criteria or containing the search

criteria.

Page 22: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options - Filters

Just choose a field to filter and refresh the dashboard.

Page 23: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Lookup Options Maintenance

And now we can filter on NDC number.

Page 24: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Custom KPIs and Graphs

Click on the “Wrench” icon on the Key Indicators

panel to customize your KPIs and Graphs.

Page 25: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Custom KPIs and Graphs

This brings up the MDS Operator Dashboard

Configuration screen. This screen is used to choose

which Charts and Indicators will appear on

your dashboard.

Page 26: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Custom KPIs and Graphs

There is an extensive list of Charts already available in MDS for you to choose

from…

Page 27: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Custom KPIs & Graphs

…and an extensive list of KPIs available as well.

Page 28: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Data Dictionary

You can also create new KPIs and Graphs using any

fields in the MDS Data Dictionary.

Page 29: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard Indicator Maintenance

Creating your own KPIs using the MDS

Dashboard Indicator Maintenance is easy

yet powerful.

Enter a standard SQL statement to

retrieve the data.

Enter field names to display in the KPI

columns.

Set the Data Format:D Dollars P Percent I Integer

Choose any MDS Inquiry or Crystal

Report as the Drilldown.

Page 30: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard Indicator Maintenance

Just add your new KPI to your operator and refresh

the dashboard.

Page 31: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard Indicator Maintenance

And your new KPI is already working for you !

Page 32: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard Indicator Maintenance

Click on any Key Indicator and drill down to see

details!

Page 33: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard Chart Maintenance

Each Chart is created solely by using standard SQL

statements.

For a simple pie chart, set a field for the X-Axis and a

field for the Y-Axis

Set the Type of Chart to P for Pie Chart

Set an MDS Menu item or any Crystal Report as the drilldown for the chart.

Page 34: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Charts made Easy!

With an easy SQL statement you now have a

powerful chart that can drill down to any report or

inquiry in MDS.

Page 35: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Charts made Easy!

For a Bar Chart , you choose two SQL statements to

compare and choose B as the Type.

Page 36: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Add a Chart

Add the new chart to your Operator Dashboard….

Page 37: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Add a Chart

Refresh the dashboard and you have a chart that

shows this year’s sales compared to last year’s

sales.

Page 38: MDS-NX The next generation of MDS... MDS-NX Overview

MDS Dashboard – Your KEY to Success

Call your MDS Account Manager today to learn

more about installing MDS-Nx and customizing your

MDS experience.