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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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QAD March 2013 Launch HighlightsCarianne 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
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Serialization, Track & Trace
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
• 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
• A Unique Identification NumberWhat is Item Serialization?
QAD March 2013 Launch Highlights: Serialization, Track & Trace
• Packaged Inventory using a unique IDWhat is License Plate Inventory?
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QAD March 2013 Launch Highlights: Serialization, Track & Trace
• 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
Solution Impact
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Receiving Production Shipment
QAD March 2013 Launch Highlights: Serialization, Track & Trace
• 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
• 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
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Item Attributes and Quality Control
QAD March 2013 Launch Highlights
• 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
• 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
• 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
• 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
• 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
• 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
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Role-Based Centers/Reports
QAD March 2013 Launch Highlights
• 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
• 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
• 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
• Part of 2013 EE release• Bundle available on QAD Store for 2011
through 2012.1 EE
AvailabilityQAD March 2013 Launch Highlights
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Web Warranty Claims Management
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
• 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
• 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
Third Party Service Provider
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- Parts to Return- Shipments- Claim
Payments
Complete Internal Business Process
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• 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
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Retrobilling
QAD March 2013 Launch Highlights
• Customer retrobilling solution enhancement further streamlining and optimizing management of price fluctuations
Solution Overview
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QAD March 2013 Launch Highlights: Retrobilling
• 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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
QUESTIONS?
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Join us in San Antonio, TXMay 6-9, 2013
Building theEffective Enterprise
• 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