QAD March 2013 Launch Highlights

QAD March 2013 Launch Highlights

Carianne Nieuwstraten – MWUG, March 19 2013

Agenda

• QAD March 2013 Launch overview:

-

Serialization, Track & Trace

-

Item Attributes and Quality Control

-

Retrobilling

-

New Role-Based Centers

-

Web Warranty Claims Management

-

Trade Promotion Management (TPM)

-

Internationalization

2


Serialization, Track & Trace

3

QAD March 2013 Launch Highlights: Serialization, Track & Trace

Solution Overview

• New capabilities to augment traceability in

QAD Enterprise Applications

-

Tracking and tracing of:

• item serial numbers and/or

• license plated packs

4



• Traceability in QAD Enterprise Applications

-

Lot/Serial Control

• In core QAD Enterprise Applications

-

Device History Recording

• In core QAD Enterprise Applications

-

NEW – Serialization, Track & Trace

• In core QAD Enterprise Applications

-

WIP lot tracking

• In Manufacturing

-

Installed Base Recording

• In Service & Support Management


What is Item Serialization?

• A Unique Identification Number


What is License Plate Inventory?

• Packaged Inventory using a unique ID

7


Business Challenges

• Counterfeit product

• Recall management

• Inventory trace & track

• Regulatory compliance

• Warehouse efficiency

• Inventory accuracy

8


Solution Impact

Receiving Production Shipment

9


Key Capabilities

• Packaging

• Serialized data management

• Serialized inventory management

• Label printing service

• Communication and integration

• Backward / Forward lot track & trace

10

QAD March 2013 Launch Highlights: Lot Trace Workbench

Backward/Forward Lot Track & Trace

• Lot Trace Workbench

-

Single access point to current lot-controlled inventory and historical data

-

Backward & forward tracing

• Extended list of relevant information

• Drill down capabilities

• Ability to extract data for further analysis

11


Why Serialization,Track & Trace?

• Supports regulatory compliance

• Enhanced product safety and integrity

• Opportunity for business value

• Improved business operations

12


Item Attributes and Quality Control

13

QAD March 2013 Launch Highlights: Item Attributes and Quality

Control


• Item Attributes:

-

Enables management of item and item lot data

• Quality Control:

-

Manages test specifications for items and attributes

-

Captures test results for inventory and production operations

• Item Attributes and Quality Control:

-

Integrated into business operations

• Purchasing, materials management, production, fulfillment

14


Control


• Item differentiation and selection

• Inventory differentiation and selection

• Meet unique customer product requirements

• Ensure regulatory compliance

• Manage recalls

15

QAD March 2013 Launch Highlights: Item Attributes


• User defined attributes and specifications

• Ability to configure attributes as either item or lot attributes

• Attributes carry from items on to purchase, production, sales orders, quality orders

• Inbound and production receipt validation

• Select and validate goods to issue

• Full track and trace with lot attributes

• Support for Certificate of Analysis from approved lot attribute order records

16

QAD March 2013 Launch Highlights: Quality Control


• Test specifications, test records, quality orders

• Supports:

-

Multiple test specifications for an item

-

Multiple test records for one or more test specs

• Quality order/events automation

• Certificate of Analysis

17


Control

Why Item Attributes and Quality Control?

• Supports customer service, product quality, and regulatory compliance by

enabling elimination of manual and external processes for managing item attributes for product, customer requirements, quality, and regulatory compliance

-

Extending reach of quality and test results to materials management and business operations

improving inventory trace and track

helping manage scope during recalls

18


Availability & Release Support

• Serialization/Track & Trace, Item Attributes,

Quality Control, Lot Trace Workbench

-

Compatible with 2012.1 EE

-

Delivered as add-on package

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Part of QAD Unified Bundle

-

Early adopter release


Role-Based Centers/Reports

20

QAD March 2013 Launch Highlights: Role-Based Centers/Reports


• New role-based centers in customer management area

• Uplifted customer management reports

21



• Role managing many different menus to complete tasks

• Company specific reporting requirements

22


New role-based centers

• Sales and Distribution

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Customer Service Management Center

• Service and Support

-

Contract Admin Center

-

Warranty Admin Center

23


New CM reports

• Sales and Distribution

-

Invoice Print or Reprint

-

Sales Quote Print

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Pre-Shipper/Shipper Print

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Legal Document Print

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Retrobill Report

-

Shipping Label Print

• Service and Support Mgmt

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Contract Renewal History

-

Contract Billing History

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Call Activity Report

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Service Request Report

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Customer ISB Browse

-

Material Order ATP Inquiry

24


Why New Role-Based Centers/Reports?

• One stop

• Efficiency gains

• Eliminate third party report generator

25


Availability

• Part of 2013 EE release

• Bundle available on QAD Store for 2011 through 2012.1 EE


Web Warranty Claims Management

27

QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt


Claim

Submittal

Web, e-mail, fax, other

Corrective

Action

Validate

Approve / Reject

Quality

Claim

Processing

Warranty

Contracts

&

Analytics

Vendor recovery, collaborative quality

& cost management

Supplier

Warranty

Claim

Review &

Payment

Workflow

Credit Memo

A/P

Parts

Usage &

Return

Buy/Sell

Material Transfer

RMA

28



• Cost of warranty management

• Managing relationships and communication with third party service providers

• Timely product quality awareness

29



• Claim submittal

• Claim Review

• Claim Processing

• Part usage & returns

• Inspection results recording

• Warranty contracts & analytics

30

Web Warranty

Request Claim Reimbursement

31

Third Party Service Provider

- Parts to Return

- Shipments

- Claim Payments

32

Complete Internal Business Process

33


Availability

• Compatible with selected versions of EE

• Looking for other customers interested in solving this problem

-

For more information:

• Mary Ann Guthrie – Sr. Director R&D Customer Mngmt

mtg@qad.com

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+1 (805) 565-4239


Retrobilling

36

QAD March 2013 Launch Highlights: Retrobilling


• Customer retrobilling solution enhancement further streamlining and optimizing management of price fluctuations

37



• Part pricing adjustment of sales contract after parts have been invoiced

-

Most common price adjustment drivers:

• Commodity price fluctuations

• Engineering changes

• Customer “give backs”

• Price negotiation completion after part shipment

38


Business process

• Existing part pricing agreement in place

• Parts paid based on current agreement

• Price adjustment necessary

• New price and effective date negotiated

• Debit/credit invoices are created

39



• Mass price changes with retrobill price list

-

Auto-create amendments using retrobill price list

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Pending invoice creation

• Retrobill invoice details display

-

Customer reference, shipment info, price change

40


Why New Retrobilling Enhancements?

• Increased efficiency

• Transparency

41


Trade Promotion Management

42

QAD March 2013 Launch Highlights: Trade Promotion Management


• QAD’s New Trade Promotion Management

(TPM) solution replaces our existing Trade

Management solution. TPM provides the framework for:

-

Implementing and tracking customer promotions to increase sales

-

Managing promotion spend to budget

-

Analyzing results of promotional activity to determine effectiveness

43



• Determining validity of deductions/claims

• Inability to accurately quote price based on current promotions

• Determining value for money spent on promotions

• Determining effectiveness of one promotion over another

44



• Increased earned discount visibility

• Automated claims processing

• Deduction resolution

• Integration with financials

• Reporting/Analytical tools

45


Why Trade Promotion Management?

• Increased deduction visibility

• Increased awareness of promotional earned discounts

• Reduction of invalid short payments

• Automation of claim payments based on earned discounts

• Automation of accruals

46


Availability

• Compatible with 2012EE and up

• Add-On solution

• Early Adopter release , available now

-

Tracking promotion from manufacturer to distributor/broker/retailer

-

For more information:

• Jean Miller –

jpm@qad.com

-

+1 (856) 642-3534


Internationalization

48

QAD March 2013 Launch Highlights: Internationalization

Key Highlights

• Advanced Banking

-

Banks become active in the relationship

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Enterprise Financials

• Invoice and Shipping Certification

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Portugal Decree 363

• Legal Documents

• German Certification

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IDW Auditing Standard 880 (IDW AuS 880)

49

QUESTIONS?

50

Building the

Effective Enterprise

Join us in San Antonio, TX

May 6-9, 2013

51


Contact Information

• Carianne Nieuwstraten, Sr. Product

Manager – R&D Manufacturing

-

Phone: 503-236-0025

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E-mail: czn@qad.com

52

QAD March 2013 Launch Highlights

QUESTIONS?

Building the

Effective Enterprise

Related documents

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QAD March 2013 Launch Highlights

QUESTIONS?

Building the

Effective Enterprise

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