MWUG Fall 2013
Building Blocks for the Effective Enterprise
Pam Lopker
President and Founder
2013.1
2
Complete Suite
BPM
Customer
Management
Financials
Service &
Support
EDI
Analytics
I19
TMS
Supply
Chain
Execution
Manufacturing
Demand &
Supply Chain
Planning
Quality
EAM
Field
Services
3
QAD Enterprise Applications 2013
BPM
Customer
Management
Financials
Service &
Support
EDI
Analytics
I19
TMS
Supply
Chain
Execution
Manufacturing
Demand &
Supply Chain
Planning
Quality
EAM
Field
Services
4
Demand & Supply Chain Planning
Customer
Sales & Operations Planning
Supplier
Operational  Tactical  Strategic
Master Planning
(Network & Inventory Optimization)
Procurement
Planning
Integration
Buy

Production
Planning
KPI’s
Manufacture
Distribution
Planning
Demand
Planning
Web Access & Collaboration

Deliver

Sell
5
QAD Enterprise Applications 2013
BPM
Customer
Management
Financials
Service &
Support
EDI
Analytics
I19
TMS
Supply
Chain
Execution
Manufacturing
Demand &
Supply Chain
Planning
Quality
EAM
Field
Services
6
Complete Quality Solution
FMEA Risk
Assessment
Analytics
APQP/
PPAP
Attributes &
Recording
Work Order
Integration
Projects
CAPA &
NCR
Quality
Control
Quality
Management
Inspection
& SPC
Calibration
Training
Document
Control
Certificates
of Analysis
7
Agility
Browses
Collections
i19
Artifacts
Reports
Business
Functionality
Bank
Drivers
BPM
Flows
UI
Versions
Enterprise
Financials
Ops
Metrics
8
Truly Global
9
I19 Primary Country Status – 47 Countries
10
Information, not Data
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11
Role-based Dashboards
Customer Service Manager
12
Role-based Dashboards
AR Clerk
13
Role-based Dashboards
Pre-defined Dashboards in Sept 2013
Sales and Marketing Manager
Sales Representative
Customer Service Manager
Customer Service Representative
Customer Support Manager
Customer Support Representative
Pricing Manager
Buyer
Inbound Material Handler
Outbound Material Handler
Purchasing Material Planner
Production Material Planner
Production Scheduler
Master Scheduler
Shop Floor Operator
Shop Floor Controller
AR Clerk
AR Clerk
Financial Controller
Fixed Asset Manager
14
Role Based Collections
Customer Service Collection
15
Role Based Collections
Customer Service Collection
Customer
Customer
Contacts
Customer Ship-To
Customer Sales Quote
Sales Quote Detail
Customer Sales Orders
Sales Order Detail
Sales Quantity by Month
Sales by Customer
Sales by Customer/Item
Customer Scheduled Order
Related Reports
Sales Order
Sales Quote
Orders to Ship
Customer History
Backlog/Missed Shipment
Invoice History
Price Lists by Customer
Items
Item
Sales Order Detail
Sales Quote Detail
Consignment Inventory Usage
Inventory Detail by Item
Item Replacement Up/Cross Sell
Related Reports
Sales Order by Item
Sales Quote by Item
Consignment Inventory
Consignment Inventory by Loc
Price Lists by Item
Sales Orders
Sales Orders
Sales Order Credit Browse
Sales Order Price Browse
Invoice History Browse
Related Reports
Sales Order
Orders to Ship
Sales Order Bill
Consignment Inventory
Sales Order Print
Invoice History
Backlog/Missed Shipment
Sales Quotes
Sales Quote
Sales Quote Price
Related Reports
Sales Quote Bill
Sales Quote
Sales Quote Print
Scheduled Orders
Scheduled Orders by Customer
Customer Schedule Price List
Invoice History
Customer Plan Schedule
Customer Ship Schedule
Customer Ship Schedule Variance
Required Ship Schedule
Related Reports
Customer Scheduled Order
Schedule
Sequence Schedule
Shipment History
Customer Schedule Price List
16
Role-based Dashboards
Pre-defined Collections in Sept 2013
Sales Management
Sales Representative
Customer Service Manager
Customer Service Representative
Service Dispatch
Customer Support Representative
Pricing Manager
Contract Administration
Shipping
Warranty Administration
Tech Support
Buyer
Inbound Material Handler
Outbound Material Handler
Purchasing Material Planner
Production Material Planner
Production Scheduler
Master Scheduler
Shop Floor Operator
Shop Floor Controller
17
BI for Order Management
Current BI Modules
QAD BI
Analytical
Areas
Financials
Order
Management
Operations
Enterprise
Asset
Management
Transportation
Management
General
Ledger
Bookings
Inventory
Control &
Management
Plant
Maintenance
Shipping
Performance
Accounts
Payable
Shipments
Direct
Materials
Purchasing
Accounts
Receivable
Invoices
Capacity
Planning &
Control
Now supports customer Schedule KPI’s
18
Exciting Functionality
19
20
QAD Serialization, Track & Trace
-Serialization - Track & Trace Early Adaptor
Grow
Process
Warehouse
Transport
Sell
Consume
21
QAD Serialization, Track & Trace
What is Item Serialization?
• A Unique Identification Number
QAD Serialization, Track & Trace
What is License Plate Inventory?
• Packaged Inventory using a unique ID
23
QAD Item Attributes Early Adaptor
• Framework for capturing parameters and data
relevant for quality control at all points in
material flow including:
Inbound receipts
Outbound shipments
Production transactions
Streamlines inspection activities with material handling
and shop floor activities
- Simplifies regulatory compliance
- Simplifies product recalls
-
• Design Change
• Adverse events management
24
QAD Item Attributes and Quality Control
Item Attributes
• Extends item data
management
- Define item attributes
- Manage attributes and
& specifications for items
- Manage specifications
at order level to qualify
materials
- Validate inbound &
production receipts
- Select & validate goods
to issue
- Full track & trace with lot
attributes
25
QAD Item Attributes and Quality Control
Quality Control
• Test specifications, test
records, quality orders
• Supports:
- Multiple tests for an item
- Multiple test records for
an order or operation
• Quality order/events
automation
• Certificate of Analysis
26
Trade Promotion Management Early Adaptor
 Powerful Promotion Planning
 Automated Claims Processing
 Efficient Deduction Resolution
 Tight Integration with Financials
 Robust Reporting/Analytical Tools
27
Trade Promotion Management
Powerful Promotion Planning
QAD’s Business Process Management (BPM) Early Adaptor
BPMS Application
• Model the process you
follow
• Automate, monitor &
manage
• Collect process
execution metrics
• Improve process agility
• Facilitate optimization
Traditional Application
29
QAD Web Warranty Claims Management JD
Claim
Submittal
Corrective
Action
Claim
Processing
Quality
Vendor recovery,
collaborative quality
& cost management
Web, e-mail,
fax, other
Warranty
Contracts
&
Analytics
Claim
Review &
Payment
Supplier
Warranty
Parts
Usage &
Return
Validate
Approve / Reject
Workflow
Credit Memo
A/P
Buy/Sell
Material Transfer
RMA
30
QAD Web Warranty Claims Management Joint Development
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
31
Easy
Better
Exciting
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