QAD March 2013 Launch Highlights

Report
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)
Internationalization
2
QAD March 2013 Launch Highlights
Serialization, Track & Trace
3
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
4
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
QAD March 2013 Launch Highlights: Serialization, Track & Trace
What is Item Serialization?
• A Unique Identification Number
QAD March 2013 Launch Highlights: Serialization, Track & Trace
What is License Plate Inventory?
• Packaged Inventory using a unique ID
7
QAD March 2013 Launch Highlights: Serialization, Track & Trace
Business Challenges
•
•
•
•
•
•
Counterfeit product
Recall management
Inventory trace & track
Regulatory compliance
Warehouse efficiency
Inventory accuracy
8
QAD March 2013 Launch Highlights: Serialization, Track & Trace
Solution Impact
Receiving
Production
Shipment
9
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
10
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
11
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
12
QAD March 2013 Launch Highlights
Item Attributes and Quality Control
13
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
14
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
15
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
16
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
17
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
18
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
QAD March 2013 Launch Highlights
Role-Based Centers/Reports
20
QAD March 2013 Launch Highlights: Role-Based Centers/Reports
Solution Overview
• New role-based centers in customer
management area
• Uplifted customer management reports
21
QAD March 2013 Launch Highlights: Role-Based Centers/Reports
Business Challenges
• Role managing many different menus to
complete tasks
• Company specific reporting requirements
22
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
23
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
-
Contract Renewal History
Contract Billing History
Call Activity Report
Service Request Report
Customer ISB Browse
Material Order ATP Inquiry
• Service and Support Mgmt
24
QAD March 2013 Launch Highlights: Role-Based Centers/Reports
Why New Role-Based Centers/Reports?
• One stop
• Efficiency gains
• Eliminate third party report generator
25
QAD March 2013 Launch Highlights
Availability
• Part of 2013 EE release
• Bundle available on QAD Store for 2011
through 2012.1 EE
QAD March 2013 Launch Highlights
Web Warranty Claims Management
27
QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt
Solution Overview
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
28
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
29
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
30
Web Warranty
Request Claim Reimbursement
31
Third Party Service Provider
- Parts to Return
- Shipments
- Claim Payments
32
Complete Internal Business Process
33
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
QAD March 2013 Launch Highlights
Retrobilling
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
QAD March 2013 Launch Highlights: Retrobilling
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
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
QAD March 2013 Launch Highlights
Trade Promotion Management
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
QAD March 2013 Launch Highlights
Internationalization
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 the
Effective Enterprise
Join us in San Antonio, TX
May 6-9, 2013
51
QAD March 2013 Launch Highlights
Contact Information
• Carianne Nieuwstraten, Sr. Product
Manager – R&D Manufacturing
- Phone: 503-236-0025
- E-mail: czn@qad.com
52

similar documents