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QAD March 2013 Launch Highlights Carianne Nieuwstraten – MWUG, March 19 2013

QAD March 2013 Launch Highlights

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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) - PowerPoint PPT Presentation

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Page 1: QAD March 2013 Launch Highlights

QAD March 2013 Launch HighlightsCarianne Nieuwstraten – MWUG, March 19 2013

Page 2: QAD March 2013 Launch Highlights

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

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Page 3: QAD March 2013 Launch Highlights

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Serialization, Track & Trace

QAD March 2013 Launch Highlights

Page 4: QAD March 2013 Launch Highlights

• New capabilities to augment traceability in QAD Enterprise Applications- Tracking and tracing of:

• item serial numbers and/or • license plated packs

Solution Overview

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QAD March 2013 Launch Highlights: Serialization, Track & Trace

Page 5: QAD March 2013 Launch Highlights

• 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

Solution Overview

QAD March 2013 Launch Highlights: Serialization, Track & Trace

Page 6: QAD March 2013 Launch Highlights

• A Unique Identification NumberWhat is Item Serialization?

QAD March 2013 Launch Highlights: Serialization, Track & Trace

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• Packaged Inventory using a unique IDWhat is License Plate Inventory?

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QAD March 2013 Launch Highlights: Serialization, Track & Trace

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• Counterfeit product• Recall management• Inventory trace & track• Regulatory compliance• Warehouse efficiency• Inventory accuracy

Business Challenges

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QAD March 2013 Launch Highlights: Serialization, Track & Trace

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Solution Impact

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Receiving Production Shipment

QAD March 2013 Launch Highlights: Serialization, Track & Trace

Page 10: QAD March 2013 Launch Highlights

• Packaging• Serialized data management• Serialized inventory management • Label printing service• Communication and integration• Backward / Forward lot track & trace

Key Capabilities

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QAD March 2013 Launch Highlights: Serialization, Track & Trace

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• 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

Backward/Forward Lot Track & Trace

QAD March 2013 Launch Highlights: Lot Trace Workbench

Page 12: QAD March 2013 Launch Highlights

• Supports regulatory compliance• Enhanced product safety and integrity• Opportunity for business value• Improved business operations

Why Serialization,Track & Trace?

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QAD March 2013 Launch Highlights: Serialization, Track & Trace

Page 13: QAD March 2013 Launch Highlights

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Item Attributes and Quality Control

QAD March 2013 Launch Highlights

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• 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

Solution Overview

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QAD March 2013 Launch Highlights: Item Attributes and Quality Control

Page 15: QAD March 2013 Launch Highlights

• Item differentiation and selection• Inventory differentiation and selection• Meet unique customer product

requirements • Ensure regulatory compliance• Manage recalls

Business Challenges

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QAD March 2013 Launch Highlights: Item Attributes and Quality Control

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• 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

Key Capabilities

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QAD March 2013 Launch Highlights: Item Attributes

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• 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

Key Capabilities

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QAD March 2013 Launch Highlights: Quality Control

Page 18: QAD March 2013 Launch Highlights

• 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

Why Item Attributes and Quality Control?

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QAD March 2013 Launch Highlights: Item Attributes and Quality Control

Page 19: QAD March 2013 Launch Highlights

• Serialization/Track & Trace, Item Attributes, Quality Control, Lot Trace Workbench- Compatible with 2012.1 EE- Delivered as add-on package- Part of QAD Unified Bundle- Early adopter release

Availability & Release SupportQAD March 2013 Launch Highlights

Page 20: QAD March 2013 Launch Highlights

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Role-Based Centers/Reports

QAD March 2013 Launch Highlights

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• New role-based centers in customer management area

• Uplifted customer management reports

Solution Overview

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

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• Role managing many different menus to complete tasks

• Company specific reporting requirements

Business Challenges

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

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• Sales and Distribution- Customer Service Management Center

• Service and Support- Contract Admin Center- Warranty Admin Center

New role-based centers

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

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• Sales and Distribution- Invoice Print or Reprint- Sales Quote Print- Pre-Shipper/Shipper Print- Legal Document Print- Retrobill Report- Shipping Label Print

• Service and Support Mgmt- Contract Renewal History- Contract Billing History- Call Activity Report- Service Request Report- Customer ISB Browse- Material Order ATP Inquiry

New CM reports

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

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• One stop• Efficiency gains• Eliminate third party report generator

Why New Role-Based Centers/Reports?

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

Page 26: QAD March 2013 Launch Highlights

• Part of 2013 EE release• Bundle available on QAD Store for 2011

through 2012.1 EE

AvailabilityQAD March 2013 Launch Highlights

Page 27: QAD March 2013 Launch Highlights

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Web Warranty Claims Management

QAD March 2013 Launch Highlights

Page 28: QAD March 2013 Launch Highlights

Solution Overview

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Warranty Contracts

& Analytics

Claim Submittal

Claim Processing

Claim Review & Payment

Parts Usage & Return

Supplier Warranty

Quality

Web, e-mail, fax, other

ValidateApprove / Reject

Buy/SellMaterial TransferRMA

WorkflowCredit MemoA/P

Corrective Action

Vendor recovery, collaborative quality & cost management

QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

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• Cost of warranty management• Managing relationships and

communication with third party service providers

• Timely product quality awareness

Business Challenges

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QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

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• Claim submittal• Claim Review• Claim Processing• Part usage & returns• Inspection results recording• Warranty contracts & analytics

Key Capabilities

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QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

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Web Warranty Request Claim Reimbursement

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Third Party Service Provider

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- Parts to Return- Shipments- Claim

Payments

Page 33: QAD March 2013 Launch Highlights

Complete Internal Business Process

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Page 34: QAD March 2013 Launch Highlights

• 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- [email protected] +1 (805) 565-4239

Availability

QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

Page 35: QAD March 2013 Launch Highlights

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Retrobilling

QAD March 2013 Launch Highlights

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

Solution Overview

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QAD March 2013 Launch Highlights: Retrobilling

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• 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

Business Challenges

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QAD March 2013 Launch Highlights: Retrobilling

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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

QAD March 2013 Launch Highlights: Retrobilling

Page 39: QAD March 2013 Launch Highlights

• Mass price changes with retrobill price list- Auto-create amendments using retrobill price

list - Pending invoice creation

• Retrobill invoice details display- Customer reference, shipment info, price

change

Key Capabilities

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QAD March 2013 Launch Highlights: Retrobilling

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• Increased efficiency• Transparency

Why New Retrobilling Enhancements?

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QAD March 2013 Launch Highlights: Retrobilling

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Trade Promotion Management

QAD March 2013 Launch Highlights

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• 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

Solution Overview

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QAD March 2013 Launch Highlights: Trade Promotion Management

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• 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

Business Challenges

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QAD March 2013 Launch Highlights: Trade Promotion Management

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• Increased earned discount visibility• Automated claims processing• Deduction resolution• Integration with financials• Reporting/Analytical tools

Key Capabilities

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QAD March 2013 Launch Highlights: Trade Promotion Management

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• 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

Why Trade Promotion Management?

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QAD March 2013 Launch Highlights: Trade Promotion Management

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• 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 –

- [email protected] +1 (856) 642-3534

Availability

QAD March 2013 Launch Highlights: Trade Promotion Management

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Internationalization

QAD March 2013 Launch Highlights

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• Advanced Banking - Banks become active in the relationship- Enterprise Financials

• Invoice and Shipping Certification - Portugal Decree 363

• Legal Documents • German Certification

- IDW Auditing Standard 880 (IDW AuS 880)

Key Highlights

QAD March 2013 Launch Highlights: Internationalization

Page 49: QAD March 2013 Launch Highlights

QUESTIONS?

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Join us in San Antonio, TXMay 6-9, 2013

Building theEffective Enterprise

Page 51: QAD March 2013 Launch Highlights

• Carianne Nieuwstraten, Sr. Product Manager – R&D Manufacturing- Phone: 503-236-0025- E-mail: [email protected]

Contact Information

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QAD March 2013 Launch Highlights