whats new at qad(8.6toe b2.1)
TRANSCRIPT
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!