What’s new at QAD?

MFG/PRO eB2.1� Latest version of MFG/PRO

� Database prepared for Shared Services Domain module and Enhanced Controls Module

� New Security features, helping with Sarbanes-Oxley and Medical Part 11 compliance

Shared Services Domain module:

� Running multiple legal business in one single database

� Infrastructure for providing in the future cross-domain functionality and Financial Shared Services functionality

Enhanced Controls module:

� Enhanced Controls module consists of:

– Enhanced Audit Trails

– Electronic Signatures

� MFG/PRO eB2.1 + Enhanced Controls: supports Medical (Part 11)compliance

Security Enhancements in MFG/PRO eB2.1

� Enhanced Password Complexity & Ageing

� Enhanced User Administration

� Enhanced Intrusion Detection

Define password complexity and aging

parameters

Define maximum access failures and admin groups that receive automatic email

notifications of security violations

Security in User Maintenance

Shared Services Domain Module

� Functionality to run multiple Domains in a single database

� GL Consolidation for domains without import/export

� Includes DataSync functionality to share Master Data

� Includes EDI Ecommerce for EMT to support EMT transactions between sites in MFG/PRO eB2.1 databases

� Single instance of EDI ECommerce and Q/Linqserving all domains

� Batch processing improvements across domain

What Does the Shared Services Domain Solution Look Like?

Plant 1

Plant 1Logical Partition

by Domain

ERPDatabase

Single MFG/PRO eB2.1 Shared Services Domain Database

Plant 2

ERPDatabase

Plant 3

ERPDatabase

Plant 2Logical Partition

by Domain

Plant 3Logical Partition

by Domain

Domains, Entities and Sites

Database settings, such as users and infrastructure

Domain 1HKD

Entity1

Site1

Entity2

Site2

Domain 2RMB

Site3

Site4

Entity3

Domain 3TWD

Site5

Site6

Entity4

Visibility of Domain

GL Consolidation Shared Services Domain

Entity 9999Domain ASIA

USD

Entity 1000Domain HK

HKD

Entity 2000Domain CH

RMB

Entity 3000Domain TW

TWD

Entity 4000Domain TH

THB

Entity 5000Domain SG

SGD

Entity 6000Domain MLY

MYR

Entity 4002Domain SG

SGD

Consolidation Consolidation

Entity 9000Domain HK

HKD

Consolidation

Multiple Database Operations and GL Consolidation

Enterprise G/LReporting

EnterpriseOperationsPlants 1 - 2

Plant 1MFG/PROeB2.1

Plant 2MFG/PRO

eB2

Plant 1Logical Partition

by Domain

Plant 2Logical Partition

by Domain

EnterpriseLogical Partition

by Domain

Data Exchange by Export/ImportData Exchange by Export/ImportEnterprise Operations

Plants 3 - 4

Plant 3Logical Partition

by Domain

Plant 4Logical Partition

by Domain

GL Consolidation

Set-up Consolidation Entity

GL Consolidation Details

GL Consolidation

� During consolidation cross-reference records are created, linking the source transaction to the consolidation record

� Drill-down functions are available, allowing drill-down from consolidation to detail records in other domains

Enhanced Audit Trail Functionality

� Available for all QADDB tables

� Designed to accommodate QADDB database changes

� Supports multi-language capabilities with no impact on language storage requirements

� Supports single and double-byte languages

� Supports the Progress and Oracle database

� Can be incrementally configured as needs require

Audit Trail dB Lifecycle

aud_01

qadaud

qadadm

qaddb

qadhelp

aud_01

qadaud

aud_01

qadaudaud_02

qadaud

aud_01

qadaud

aud_01

qadaudaud_02

qadaudaud_03

qadaud

Audit Trail Steps

1. User updates data in an audited table

2. Database Trigger fires and the Audit Data is written to a staging table in QADDB.

3. Audit Creation Process takes data from the staging table and moves it to the current audit database (qadaud).

Select any QADDB table you wish to audit

Assign tables to audit groups for easy administration

atexrp.p b+ 36.12.1 Audit Trail Report – Existing E-Records Date:

02/25/03

Page: 1 <company name> Time:

15:06:01

Table Name: pt_mstr Item Master

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

EXISTING ELECTRONIC RECORD

P Field Label- Name Field Value

, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

p Item Number- pt_part 10-10000

i BOM/Formula- pt_bom_code

i Description- pt_desc1 OASIS(TM) COOLING SYSTEM

i Group- pt_group DISCRETE

i Item Type- pt_part_type CONFIG

i Model- pt_model

i MRP Required- pt_mrp yes

i Need PM MRP- pt_pm_mrp no

i oid_pt_mstr- oid_pt_mstr 200302250000000012.1234

i Prod Line- pt_prod_line 1000

n Status- pt_status AC

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

Event ID: 200302240000000005.1234567890 Date: 02/24/03 Time: 23:02:40 PST/PDT Event Type: MODIFY

User Name: Sally Smith User ID: ssm

P Field Label- Name Before Value After Value

, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

i Description- pt_desc1 OASIS(TM) COOLING SYSTEM - INACTIVE OASIS(TM) COOLING SYSTEM

n Status- pt_status IC AC

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

Event ID: 200301240000000001.1234567890 Date: 01/24/03 Time: 13:02:59 PST/PDT Event Type: CREATE

User Name: John Doe User ID: jdd

P Field Label- Name Before Value After Value

, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

p Item Number- pt_part 10-10001

i BOM/Formula- pt_bom_code

i Description- pt_desc1 OASIS(TM) COOLING SYSTEM - INACTIVE

i Group- pt_group DISCRETE

i Item Type- pt_part_type CONFIG

i Model- pt_model

i MRP Required- pt_mrp yes

i Need PM MRP- pt_pm_mrp no

i oid_pt_mstr- oid_pt_mstr 200302250000000012.1234

i Prod Line- pt_prod_line 1000

n Status- pt_status IC

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

Current

Values

Create

Event

ModifyEvent

Electronic Signatures

�When an electronic record that requires a signature is created or modified, a signature block is presented at the end of the transaction

� To apply an electronic signature, the user must successfully enter an identification code and password

� In addition to processing the transaction, MFG/PRO establishes a signature event ID, captures “snapshots” of the electronic record data, and stores this information in a protected state together with name, date & time of execution and the meaning of the signature

�Medical: 21 CFR Part 11.1(c):

– “…the agency will consider the electronic signatures to be equivalent to full handwritten signatures, initials, and other general signings as required by agency regulations…”

E-Signatures – Our Solution

�Menu Program Modifications

– Display latest e-signature (if any) before modifications

– Prompt for e-signature components after modifications

– If not valid, undo changes

– If valid, commit changes, store e-signature info and snapshot of data

� Report/Inquiry Modifications

– Display e-signature manifestation (if any) with e-record data

E-Signature manifestation includes name, password, signature meaning and optional comment. Linked to

corresponding e-record.

E-Signature Enabled Menu Options�Master Records

– 1.9.6.1 PCR/PCO Approval

– 1.9.6.13 Detail Approval Maintenance

– 1.9.7.4 Incorporation Selection

– 1.9.7.5 Incorporation

– 1.9.7.13 Implementation

�Batch Record Execution: Work Orders– 17.1 Labor Feedback by Work Order

– 17.2 Labor Feedback by Employee

– 17.3 Labor Feedback by Work Center

– 17.4 Non-Productive Labor Feedback

– 17.5 Operation Complete Transaction

– 17.6 Operation Move Transaction

– 19.11 Quality Order Results Entry

�Inventory Control– 1.22.24 Compliance Control File

– 3.1.1 Inventory Detail Maintenance

– 3.4.3 Transfer With Lot/Serial Change

– 3.24 Inventory Control File

– 1.22.1 Lot Master Maintenance

– 3.1.2 Detail Maintenance by Item/Lot

– 19.13. Test Results Maintenance

– 3.4.4 Batch load Transfer With Lot/Serial Change

What’s Available in MFG/PRO eB2.1?

�Web User Interface (Desktop 2.7)

� Financials

� Distribution

�Manufacturing

� Pro/Plus

� Customer Services

� Supply Chain

Desktop 2.7

� Process Maps

– Graphical Navigation

� Easily deployed to clients

� Search the entire menu system

� HTML screens

– Familiar navigation and look

�Multiple windows via detached screens

� Very low network utilization

� Simplified Screens

MFG/PRO eB2High Level Demo

� A/R Dunning Level

� General Ledger Daybook

� Debit and Credit Separation

� Correcting Posted GL Transactions: COA

– Adds “Correction of Accounting” transaction (negative debits) capability

Financials eB2.1

� Expanded account structure

� Support one tax system (GTM)

� General financial enhancements

– Create and report year-end adjustments

– Additional options for detail/summarization levels in AP and AR - affects “summarized journal” option

– Maintain an audit trail of updates and deletions to unpostedGL transactions

� Enhanced fixed assets

Financials eB2.1

Financials eB2.1

� Logistics Accounting

– Link cost of purchased items to logistic charges

– Match freight invoices from carriers to PO

� Purchasing and Work Order Accounting

– Allocate purchasing variances and accruals by site, product line and supplier type

� Linked-Site Costing

� Inter-company Accounting

� Improved Financial Reporting

Improved Financial Reporting

� Stock Journal

� Unvouchered PO Receipts as of Date

� GL Account Sheet Report

� GL Statement of Account

� Suppress Reopening a Closed Period

� Invoice Numbering Report

� Voucher Numbering Report

� Apply AR payment distribution-line detail automatically

� Global Shipping

� Enterprise Material Transfer

� Cumulative Ship Reset

� Global Requisition System (GRS)

– Multiple line items per requisition

– Flexible approval process

– Build Purchase Order from Requisitions

Distribution eB2.1

Distribution eB2.1

� Customer and Supplier Consignment Inventory

– Postpone invoicing/purchasing cycle until usage

� ATP Enforcement– Warning or error if due date conflicts with master schedule

� Customer Reserved Locations

�Multiple Customer Items on Customer Schedules

� Purchase Order Enhancements

� Product Change Control

� Component Yield Calculation

� Repetitive Schedule Approval

�Work Order Enhancements

Manufacturing eB2.1

Work Order Enhancements

�Work Order operation backflush

– Similar to repetitive manufacturing backflush

– Combines component issue, labor feedback and WO receipts in one transaction

�Operation scrap transaction

– Scrap material at operation

– Value scrap at operation cost

Manufacturing eB2.1

� Kanban Transactions – Lean Manufacturing

– Inside facility or with suppliers, non-work order

� Flow Scheduling Module – Lean Manufacturing

– Work order, repetitive, kanban or combination

�Work Order Control by Site

�Work Order Dates

� Improved MRP/DRP Performance

QAD Lean Manufacturing

Kanban

Visualization

MFG/PRO eB2 Service Pack 3

Flow Scheduling

QAD Lean Manufacturing

Inventory

Kanban(Pull

Replenishment)

Flow Schedules

KanbanTransactions

KanbanSizing+

Infrastr., Menus,

Security, Q/LinQ

Work OrderRepetitive

Engineering

MRP

Other

Planning

SODistribution

Items,

BOMS,

Sites,

Locations,

Routings,

Demand

Inventory

issues,

Production

receipts,

PO release,

PO receipts,

MPS

Kanban Events

Kanban Features (1 of 2)

�Model complex value streams

– Supermarkets: Inventory and WIP

– Multiple sources of supply: Supplier, Supermarket, Process

– FIFO processes

� Card management: Create, Print, Re-Print

� Kanban transactions

– Integrate with inventory transactions

– Time/quantity accumulators

– One-card/two-card systems

Kanban Features (2 of 2)

�Lean Planning

– Takt time calculations

– Average demand and safety stock calculations

– EPEI calculations for each process

– Kanban workbench for supermarket, kanban loop sizing

�Level Loading and Flow Scheduling Support

– Based on Takt time

– Integrated schedules with flow schedules

Demo Value Stream Map

Flow1 SHIP

Customer Orders

OXOX

Mold1

F I F O

Trim

2 shifts

8 hours

95% uptime

FG1WC1Stock

Lean Workbench

Pro/Plus eB2.1

� Supplier Performance

� A/R Self Billing

� Supplier Shipping Schedule

�WIP Lot Trace

� Customer Sequence Schedules

� Container and Line Charges

– Manage container and other charges by line item

� Shipment Performance Reporting

Supplier Performance

• Flexible data collection methods-both automatic and manual.

• Optionally record any non-routine events or modify or add to an existing event with the maintenance functions.

• Produce a supplier performance report card that rates your suppliers based upon your rating criteria and the data collected. The report card can be run for any selected time period.

• Use your E-mail system to send your suppliers their performance report card.

A/R Self Billing

• Automatically enter customer remittance information using EDI Document Import (35.13).

• Automatically enter remittance information based on hard-copy customer remittance advice.

• Manually enter remittance information into MFG/PRO using Self-Bill Maintenance.

• Apply under or over-payment credit to accounts receivable based on self-bill documents.

• Apply batch payments to invoices and memos referenced on self-bills.

Supplier Shipping Schedule

� Generate separate supplier planning and shipping schedule

� Define shipment delivery time

WIP Lot Trace

� Expands lot/serial tracing to work-in-process

� Significantly improves full lot/serial traceability

� Assign and track work-in-process lots throughout manufacturing process including subcontractors

� Supports Advanced Repetitive, Repetitive and Work Order environments

� Complete composition and where used traceability

Customer Sequence Schedules

� Receive and load a sequence delivery schedule

� Supported by EDI ECommerce and standard EDI

� Sequence schedule may update required ship schedule or be used for shipping only

� Produce shipper/pack lists

– Sequence order, sequences per container

– Dock and Line Feed, break on max sequences

�Maintain detailed picking records for all sequence requirements

Customer Services eB2.1

� Service Contract Enhancements

– Support complex contracts

– Expanded billing options

– Contract revenue can be posted accrued, cash or deferred

– Support for EMT in Material order

� Project Realization Management (PRM)

Project Realization Management

�Offered as a new module

�Manage implementation projects at customer sites

� Define project structure by various activities

� Create budgets based on planned costs

�Order project items from internal and external sources

� Record items, labor, and expenses used and compare actual costs to planned costs

� Schedule customer invoicing over the life of the project

�Monitor project progress, costs, revenue and margin

Supply Chain eB2.1

� Enhanced Distribution Orders

– Optional PUSH inventory model

� EDI Ecommerce

EDI Ecommerce

� Simplified EDI implementation

� Table-based design

� Supports multiple trading partners and document types

� Reduced need for ongoing EDI consultant support

� EDI translator independence

� Global solution

� Supports EMT EDI functionality

Load / Unload

ExchangeDocument•Master

•Detail

Mfg/Pro

Turnaround

TransferTransform

MFG/PRODocument

•Master•Detail

EDI Map

MapDescription

CommunicationsPackage

QAD - worldEDI

Subsystem

RAW*EDI

Transformation

Logic

Mfg/Pro

Gateways

OtherApplications

XML

Direct XML Messages

SNF

GatewayProcessor

HTTP/MOM

Adaptor

XM

L

EDI ECommerce & XML

thank you!