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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)

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QAD March 2013 Launch Highlights

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  1. QAD March 2013 Launch Highlights CarianneNieuwstraten – MWUG, March 19 2013

  2. 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

  3. Serialization, Track & Trace QAD March 2013 Launch Highlights

  4. 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

  5. QAD March 2013 Launch Highlights: Serialization, Track & Trace Solution Overview • 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

  6. QAD March 2013 Launch Highlights: Serialization, Track & Trace What is Item Serialization? • A Unique Identification Number

  7. QAD March 2013 Launch Highlights: Serialization, Track & Trace What is License Plate Inventory? • Packaged Inventory using a unique ID

  8. QAD March 2013 Launch Highlights: Serialization, Track & Trace Business Challenges • Counterfeit product • Recall management • Inventory trace & track • Regulatory compliance • Warehouse efficiency • Inventory accuracy

  9. QAD March 2013 Launch Highlights: Serialization, Track & Trace Solution Impact Receiving Production Shipment

  10. QAD March 2013 Launch Highlights: Serialization, Track & Trace Key Capabilities • Packaging • Serialized data management • Serialized inventory management • Label printing service • Communication and integration • Backward / Forward lot track & trace

  11. 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

  12. QAD March 2013 Launch Highlights: Serialization, Track & Trace Why Serialization,Track & Trace? • Supports regulatory compliance • Enhanced product safety and integrity • Opportunity for business value • Improved business operations

  13. Item Attributes and Quality Control QAD March 2013 Launch Highlights

  14. QAD March 2013 Launch Highlights: Item Attributes and Quality Control Solution Overview • 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

  15. QAD March 2013 Launch Highlights: Item Attributes and Quality Control Business Challenges • Item differentiation and selection • Inventory differentiation and selection • Meet unique customer product requirements • Ensure regulatory compliance • Manage recalls

  16. QAD March 2013 Launch Highlights: Item Attributes Key Capabilities • 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

  17. QAD March 2013 Launch Highlights: Quality Control Key Capabilities • 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

  18. QAD March 2013 Launch Highlights: Item Attributes and Quality 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

  19. QAD March 2013 Launch Highlights Availability & Release Support • 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

  20. Role-Based Centers/Reports QAD March 2013 Launch Highlights

  21. QAD March 2013 Launch Highlights: Role-Based Centers/Reports Solution Overview • New role-based centers in customer management area • Uplifted customer management reports

  22. QAD March 2013 Launch Highlights: Role-Based Centers/Reports Business Challenges • Role managing many different menus to complete tasks • Company specific reporting requirements

  23. QAD March 2013 Launch Highlights: Role-Based Centers/Reports New role-based centers • Sales and Distribution • Customer Service Management Center • Service and Support • Contract Admin Center • Warranty Admin Center

  24. QAD March 2013 Launch Highlights: Role-Based Centers/Reports New CM reports • 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

  25. QAD March 2013 Launch Highlights: Role-Based Centers/Reports Why New Role-Based Centers/Reports? • One stop • Efficiency gains • Eliminate third party report generator

  26. QAD March 2013 Launch Highlights Availability • Part of 2013 EE release • Bundle available on QAD Store for 2011 through 2012.1 EE

  27. Web Warranty Claims Management QAD March 2013 Launch Highlights

  28. QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt Solution Overview Web, e-mail, fax, other Corrective Action Validate Approve / Reject Vendor recovery, collaborative quality & cost management Workflow Credit Memo A/P Buy/Sell Material Transfer RMA

  29. QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt Business Challenges • Cost of warranty management • Managing relationships and communication with third party service providers • Timely product quality awareness

  30. QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt Key Capabilities • Claim submittal • Claim Review • Claim Processing • Part usage & returns • Inspection results recording • Warranty contracts & analytics

  31. Web Warranty Request Claim Reimbursement

  32. Third Party Service Provider • Parts to Return • Shipments • Claim Payments

  33. Complete Internal Business Process

  34. QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt 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 • +1 (805) 565-4239

  35. Retrobilling QAD March 2013 Launch Highlights

  36. QAD March 2013 Launch Highlights: Retrobilling Solution Overview • Customer retrobilling solution enhancement further streamlining and optimizing management of price fluctuations

  37. QAD March 2013 Launch Highlights: Retrobilling Business Challenges • 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. Existing part pricing agreement in place QAD March 2013 Launch Highlights: Retrobilling Business process • Parts paid based on current agreement • Price adjustment necessary • New price and effective date negotiated • Debit/credit invoices are created

  39. QAD March 2013 Launch Highlights: Retrobilling Key Capabilities • 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

  40. QAD March 2013 Launch Highlights: Retrobilling Why New Retrobilling Enhancements? • Increased efficiency • Transparency

  41. Trade Promotion Management QAD March 2013 Launch Highlights

  42. QAD March 2013 Launch Highlights: Trade Promotion Management Solution Overview • 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. QAD March 2013 Launch Highlights: Trade Promotion Management Business Challenges • 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. QAD March 2013 Launch Highlights: Trade Promotion Management Key Capabilities • Increased earned discount visibility • Automated claims processing • Deduction resolution • Integration with financials • Reporting/Analytical tools

  45. QAD March 2013 Launch Highlights: Trade Promotion Management 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. QAD March 2013 Launch Highlights: Trade Promotion Management 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

  47. Internationalization QAD March 2013 Launch Highlights

  48. QAD March 2013 Launch Highlights: Internationalization Key Highlights • 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)

  49. QUESTIONS?

  50. Building theEffective Enterprise Join us in San Antonio, TX May 6-9, 2013

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