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Dave Doyle, QAD

Discover the Hidden Gold in MFG/PRO. Dave Doyle, QAD. Agenda. Purchasing Sales Finance User Interface Value Questions. Purchasing Cycle. Supplier Schedules. Blanket Purchase orders. Supplier Direct (EMT). Supplier. SV & KV Visualization. Kanban Re-supply. Manual Releases.

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Dave Doyle, QAD

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  1. Discover the Hidden Gold in MFG/PRO Dave Doyle, QAD

  2. Agenda • Purchasing • Sales • Finance • User Interface • Value • Questions

  3. Purchasing Cycle Supplier Schedules Blanket Purchase orders Supplier Direct (EMT) Supplier SV & KV Visualization Kanban Re-supply Manual Releases Supplier Shipping Schedules Purchase Orders SV ASN’s Purchase Requisitions Global Requisitions (GRS) ECommerce EDI Partner Translator AIM Warehousing Management Supplier Consignment Inventory RTS Processing (SSM) Freight Accrual Receiving Evaluated Receipts Settlement Accounts Payable Supplier Performance Supplier Delivery Report

  4. 5.18.6 – Consignment Inventory Report Summarized Quantities Avail Status Customer Supplier Line Item Number Site ABC UM Qty On Hand Qty On Hand QOH Non-nettable Consignment Consignment ---- ------------------------ -------- --- -- ------------- ------------- ---------------- ------------- ------------- shp1 SOP01 10000 EA 19,986.0 19,986.0 295.0 418.0 68.0 Headliner, Pickup Customer Supplier Created Location Lot/Serial Reference Qty On Hand Consignment Consignment Expire Grade Assay % Status Avail Net OvrIs -------- ------------------ --------- ------------ ------------ ------------ -------- ----- ------- -------- ----- --- ----- 19,854.0 0.0 68.0 08/06/01 0.00% yes yes yes Supplier Consignment Detail Supplier Order Ln Receiver Receipt Age Date Receipt Qty Qty On Hand Non-Consigned -------- -------- --- -------- -------- -------- ------------ ------------- ------------- 3000 po7044 1 RC4051 07/05/02 08/19/02 100.0 68.0 ------------- 68.0 19,786.0 Receipt Detail

  5. Supply Visualization (SV) Red Flags

  6. Kanban Re-Supply Loop Status

  7. Empty – White Full – Green Checked - Supplier Acknowledged Blue – In-Transit Stop – Accumulating, do not ship

  8. Value in MFG/PRO eB2 • Global Requisition • Efficient, accurate, email linked • Auto-PO with no paper • Return To Stock (RTS) • Track the cost of returns • Ship replacements from inventory • Automatic update on return of return

  9. Business Issues of Supplier Performance • Events? • Categories? • Weight factors? • Calculation methods? • Look up table? • Corporate Commodity Codes? • Sub-Contracting • ?

  10. Supplier Performance Report povedrp2.p 5.15.15 Performance Report Card Date: 09/14/98 Page: 1 ADG Time: 17:29:21 Supplier: 002 Toronto Computer Services 01/01/1900 - 09/14/1998 Category Tracking Event Event Parts Parts Rejects Parts Per Possible Award Name Method Occurnaces Count Received Rejected Per Factor Points Points ------------ ------------ ------------- ------------- ------------- ---------- ---------- ------------- ---------- ---------- Deliveries Proportion 2 2 100 0 * Event: Late 2 Item Count Tran Date Order Req Ln Receiver Tran ID ------------------ ---------- --------- -------- -------- --- -------- -------- 22-100 1 04/24/98 PO1064 1 RC1136 6 22-100 1 04/24/98 PO1064 1 RC1137 7 ASN Data Discrete 100 100 RTS Receipts Discrete 100 100 Quality Parts Per 35 0 0 1,000,000 100 100 Audit Discrete 100 100 Freight Discrete 100 100 Special Test Discrete 100 100 Total: 700 600 Rating: 86 Supplier Ranges: Superior 91 100 Good 81 90 Average 71 80 Fair 61 70 Poor 1 60 _povedrp2.p 5.15.15 Performance Report Card Date: 09/14/98

  11. Value in MFG/PRO eB2 • Evaluated Receipt Settlement (ERS) • Efficient, accurate, auto-Voucher with no paper • Selectable • Enterprise Material Transfer (EMT) • Automatic triggering of email or EDI to supplier • Supplier delivery directly to customer • Freight in bound • Efficient, accurate, matching • Find the trouble spots

  12. Value in MFG/PRO eB2 • AIM Warehousing Management: • Bar-code scanning • Inventory Management and Task Management • Dynamic selection of locations • Put-away algorithms, optimised picking and packing • Efficient planning and monitoring of resources • Fully integrated with MFG/PRO (real time) • Supplier Shipping Schedules • EDI Details (862, DelJit) for daily shipping

  13. Customer Order Processing Cycle Sales Quotes SO Change Tracking Supplier Direct ship (EMT) Sales Orders Available to Promise ATP Customer Self Service Kitting XML Documents EDI Translator MPS Customer Reserved Locations EDIECommerce Customer Schedules AIM Warehousing Management Container & Line Charges Self Billing Self Billing Customer Consignment Inventory Processing Shipping Bar Coding PRM Project Management Freight Accrual Customer RMA Processing (SSM) Accounts Receivable Invoicing Service & Repair Cum Ship Reset Customer 866 Shipping Performance

  14. PRM Control File

  15. Project Maintenance

  16. Project Print

  17. Available to Promise

  18. Value in MFG/PRO eB2 • Customer Reserved Locations • Easy method to care for best customers • Reduce tendency to “rob Peter to pay Paul” • Sales Order Change Tracking • One copy of the truth • Analysis supported by audit details • Reduce “sneaking” changes to orders • Return Material Authorization (RMA) • Customer Returns Processing

  19. 7.18.4.1 – Consignment Inventory Report Summarized Quantities Avail Status Customer Supplier Line Item Number Site ABC UM Qty on Hand Qty On Hand QOH Non-nettable Consignment Consignment ---- ------------------------ -------- --- -- ------------- ------------- ---------------- ------------- ------------- shp1 SOP01 10000 EA 19,986.0 19,986.0 295.0 418.0 80.0 Headliner, Pickup Customer Supplier Created Location Lot/Serial Reference Qty on Hand Consignment Consignment Expire Grade Assay % Status Avail Net OvrIs -------- ------------------ --------- ------------ ------------ ------------ -------- ----- ------- -------- ----- --- ----- ford 88.0 88.0 0.0 07/05/02 0.00% NNN no no no Customer Consignment Detail Ship-To Order Ln Ship Date Age Date Shipper Qty Shipped Qty On Hand Non-Consigned -------- -------- --- --------- -------- -------------------- ------------ ------------- ------------- Ford SO10679 1 07/05/02 08/29/02 shp02129 100.0 88.0 ------------- 88.0 0.0 Shipment Detail

  20. Container and Line Charges • No more “forgetting” to charge for shipping materials • No more guessing charges; pre-defined standard charges

  21. Value in MFG/PRO eB2 • Customer Self Service (CSS) • Web Order entry • Kitting • Sell replacement items in a kit • Customer Consignment • Supports customer mandates • Automates assumed usage • No more “lost at customer” messages

  22. Shipment Performance Reporting • Flexible performance measurements • by customer/ship-to, item, ship-from • Measures timeliness and completeness • User defined status codes, reason codes, comments • Supports customer schedules, sales orders, distribution orders, RMA orders, material orders

  23. Shipment Performance • Generates Shipment Performance reports in detail/summary • Analysis by reason code, customer, item • Backlog/Missed Shipments • Fill Rate

  24. A Domain • DefinesBase Currency, Chart of Accounts, GL Periodsetc. • Every Domain can beconfigured independently(control files by Domain) • Security is by Domain • Nearly allstatic datais by Domain • Selected Static Data can be shared between Domains using Replication • Alltransaction datais by Domain • Sharing of data can be defined up to field level

  25. Entity 1 Entity 3 Entity 4 Entity 2 Domains, Entities and Sites Database settings, such as users and infrastructure Domain 3 Euro Domain 2 GBP Domain 1 US Site 1 Site 2 Site 3 Site 4 Site 5 Site 6

  26. Domain Advantages • Standardization of business processes • Across the Enterprise • Between operational units • IS Costs savings • Fewer databases • Speed of reporting • All data stored in same table structure • Referenced by the Domain field • Queries across several databases • Key Master File data • can be separate or replicated between Domains • Data Synchronization

  27. Domain Key Features • Domain field added • Individual Control files • System/Account Control File • Base currency • User logs into specific domain • Only able to see or process transactions for that domain • Separate table defines user access to domains • Including definition of user’s primary domain • Security groups to which they belong • Domain Switching • Similar to Current Entity Change

  28. Visibility of Domain

  29. Domain by User

  30. Enhanced Controls eB2.1 • Audit any table • Electronic Signatures • Enhanced Security

  31. Audit Trail Overview • All Record Changes Are Captured • CREATES: values of all fields • MODS: before and after values of changed fields • DELETES: values of all fields • The Audit Trail is Linked to the E-Record • A new unique field (OID field) identifies each record in MFG/PRO • This unique field value is included in the audit trail

  32. qadadm aud_01 qadaud aud_02 qadaud aud_01 qadaud qaddb qadhelp aud_01 qadaud aud_02 qadaud aud_03 qadaud Audit Trail Overview • Audit trails stored in separate DB • Add additional DBs as needed • Keep historical DBs online for reporting or take offline

  33. Audit Trail Overview • Configurable • On/Off by table (all fields) • Can administer by groups of tables • Complete history of configuration is maintained • Flexible Audit Trail Reports • Identify the e-record by specifying field values • Can restrict the report to the fields of interest • Available for existing or deleted e-records

  34. 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 Modify Event Create Event

  35. E-Signatures – Our Solution • Menu Program Modifications • Display current e-signature info (if any) before any mods • Prompt for e-signature components after all mods • 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

  36. E-Signatures – Coverage • Product Change Control (PCC) • PCO Approvals, Incorporation and Implementation • Some Shop Floor Control • Labor Feedback • Operation Completions • QC Data Entry • Some Inventory Control • Changes to inventory attributes (e.g. status, expire date) • Compliance Control File • Inventory Control File

  37. Inventory Detail Maintenance ExampleWith Current E-Signature Signed Data Matches the Current State of the MFG/PRO Data Signature Is Current. Box is checked

  38. Inventory Detail Maintenance Example With Non-Current E-Sig Expire Date has changed since the last data signing Signature Shows Not Current. Box is not checked.

  39. What’s Been Enhanced in Security? • Password complexity and aging • User administration • Intrusion detection

  40. Password Complexity & Aging • Configurable Parameters • Minimum Length • Minimum Numeric Characters • Minimum Non-numeric Characters • Minimum Reuse Days – Can’t reuse before X days • Minimum Reuse Changes – Can’t reuse before Y password changes

  41. Password Complexity & Annoyances New Passwords Validated Against Parameters • Impossible to remember? • Have you run out of • Kid’s names • Birthdays • Relative’s maiden names • Anniversaries • Pet’s names, ATM Pins , Cool cars, etc. . . . . • Have you written it down? • Have you lost your old one?

  42. Intrusion Detection • Detect Security Violations (see Annoyances) • When consecutive failed attempts (by user) exceeds limit • Failed attempt = invalid User ID/Password • Disable (deactivate) the user account • Send email to security admin Group • Maintain Logon History • 3 levels: none, only failures, all attempts • Records: User ID, date, time, status code • New Report • Logon Attempt Report

  43. Desktop2 User Interface URLs Process Editor Help Screens www.mfgx.net Detach Screens MFG/PRO eB2.1 Desktop 2.7 Simplified Screens Electronic Signatures Enhanced Security QAD Support My Desktop My Programs Browses

  44. Simplified Screens

  45. Simplified Screens

  46. Simplified Screens

  47. Simplified Screens

  48. Simplified Screens

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