QAD solution (ENG)

BSD solutions
QAD ERP SOLUTION

Bring value to your business 1 | P a g e
QAD Enterprise Application
The best way to achieve operational efficiency is to look at an entire process, rather than each
department optimizing its own productivity. QAD provides tools for you to examine and manage your
end-to-end processes effectively.
Manufacturing - plan to perform solution
Plan-to-Perform includes sales forecasting, operational planning and execution against the plans.
Improve operational efficiency: Effective planning helps eliminate bottlenecks and ensure adequate
materials and resources.
Balance forecasts and orders to production capacity: Sales and Operations Planning helps ensure that
corporate objectives are met, customers receive orders consistently and that production can proceed
without costly unplanned overtime.
Ensure equipment is in top condition: Effective preventive maintenance based on actual production
quantities or manufacturers recommendations can help minimize unplanned downtime, improve the
quality of products and maximize predictable throughput.
Forecast with partners, customers and the sales force: Forecasting with input from multiple sources
can ensure that forecasts are as accurate as possible, materials can be supplied as needed for
promotions or marketing campaigns and surprises are kept to a minimum.
QAD business process - Plan to perform

Product Data Management: Provides capabilities for tracking part numbers, bill of materials (BOM),
routings and work centers, and integrates to Product Change Control (PCC) or Product Lifecycle
Management (PLM).
Manufacturing Planning: Includes fully integrated MPS and MRP and supports all production control
methods such as repetitive, discrete and mixed-mode environments. Allows for simple adoption of
tactical plans to meet and exceed customer expectations and changing demands.
Manufacturing Execution: Provides a full range of tools to track production and operation completions,
scrap, and rework and quality results. Flexible inputs include shop floor data collection devices such as
bar code or RFID equipment, SCADA, or manually keyed entries.
Quality Management: Supports product quality, including inspection and testing, incoming inspection of
purchased items and inventory sampling. This includes definitions of standard testing procedures and
manages inventory sampling plans and quality work orders.
CEBOS Enterprise Quality Management MQ1: Provides the functionality to meet ongoing quality system
requirements, while automatically sharing data across the entire quality and business system. MQ1
allows end users to configure to their business process requirements ensuring they can meet
internationally recognized compliance requirements, such as ISO and FDA requirements, and those of
specific customers.
Lean Manufacturing: Supports companies adopting lean principles, QAD’s integrated Lean
Manufacturing supports Kanban, TAKT time calculations and visual control methods.
Manufacturing Scheduling: Provides a simple, visual manipulation of the master schedule and planned
production. Planners can schedule production to meet demand more effectively and take action when
problems are imminent.
PRO/PLUS: Tools to manage supplier performance tracking and advanced production tracking.
Master scheduling workbench – production planning
QAD Master Scheduling Workbench provides planners and schedulers with simultaneous visibility to
plans, schedules and all supporting data, and enables control and collaboration across the production
and materials planning space. Schedulers interact directly with the master schedule while receiving real-
time visual alerts on factors causing customer and/or shop floor disruption, such as capacity, item supply
and material shortages. The scheduler uses Master Scheduling Workbench to rapidly manipulate
chedules and simulate results, prior to confirming changes to the schedule.
The primary value you will receive from the Master Scheduling Workbench will be more efficient and
effective master scheduling. You will be better able to achieve your performance targets for key
customer service and fulfillment metrics. You will get a greater return on manufacturing assets while
reducing lead time and cutting costs

QAD master scheduling workbench
Master Scheduling Workbench provides visibility into capacity and materials availability.
- Consolidated information for all input reduces the time and complexity associated with the
master scheduling process.
- Schedulers simulate changes and can immediately view the impact to customer deliveries and
capacity, before implementing them.
- Exception alerts improve operational efficiency by focusing attention on demand, supply, or
capacity changes before they become critical.
- Workbenches show up-to-the-minute information, including plans, orders and shop floor
feedback.
- Workbenches allow schedulers to be proactive in reducing costly overtime.
- Helps optimize capacity utilization and manufacturing throughput in a single step.
- Integrated component availability checking verifies materials are in stock before release of
production orders.
- Workbenches help schedulers to take proactive steps to reduce premium freight.
- Shared information enables coordination between the master scheduler and production
planner, reducing the planning / scheduling cycle from days to hours or minutes.
- Schedule changes update ERP and communicate priority to the shop floor, with real-time closed-
loop feedback and visual alerts to exception conditions.

MRP Material requirement planning
MRP masterial requirement planning
Material requirements planning (MRP) balances supply and demand for purchased and manufactured
items. Given a set of demands or requirements, MRP automatically calculates a time-phased schedule of
planned supply orders or replenishments to satisfy those demands.
MRP looks at demand for finished items and uses product structure information to calculate demand for
component items. For each item, MRP looks at the ordering information, the amount currently on hand,
and lead times, and generates planned orders suggesting how many of that item to buy or make and
when to do so.
Real time MRP running processing, it is the best advantage from QAD solution
MRP considers the following as sources of demand:
Sources of Supply Sources of Demand
Nettable quantity on hand Safety stock requirements
Purchase orders Sales orders
Intersite requests, generated by DRP Intersite orders, generated by DRP
Manufacturing orders Component requirements from manufacturing
Quality orders Production forecasts

System-generated work orders resulting from
flow scheduled orders
Forecasts
Supplier scheduled orders Customer scheduled orders from a required ship
schedule
QAD considered all of planning sectors as below
QAD item planning maintenance screen
- Plan Orders: Plan order is yes and a value is specified in the Order Policy field, MRP generates
planned purchase and work orders to satisfy net requirements for this item.
- Pur/Mfg Code: MRP uses the Pur/Mfg code to distinguish manufactured items from purchased
items from manufactured items. Valid code options including: M (manufactured), R (routable), C
(configurable), F (family), L (line) or blank this field to produce ordinary items , P (purchased )
The item is usually purchased. MRP generates planned work order for manufactured items, and
planned purchase order for purchased items.
- Order Policy: The order policy determines the number and size of each MRP planned order. If an
item’s Order Policy is blank, it is ignored by MRP. There are order policies are considered by
MRP:

- Period order quantity (POQ): MRP calculates demand for this item over the number of calendar
days specified as the Order Period and creates one order to satisfy this demand.
- Fixed order quantity (FOQ): MRP generates planned orders for the quantity specified as the
Order Quantity. If the quantity required exceeds this quantity, multiple orders are generated. If
the quantity in the Min Ord field is greater than the specified order quantity, planned orders are
generated for this minimum quantity.
- Lot-for-lot (LFL): MRP generates a separate planned order to satisfy each net requirement. If
there are many sources of demand, MRP creates many planned orders.
- One time only (OTO): MRP generates a single planned or der with a quantity of one unit. As long
as one order for this item exists, the system will not create another.
- Order Quantity: The quantity for which all MRP planned orders are created for an item with an
order policy of FOQ.
- Safety Stock: MRP processing considers safety stock a requirement.
- Minimum Order Quantity: The minimum quantity allowed for a planned order. If the net
requirement is below this amount, MRP creates an order for this minimum quantity.
- Maximum Order Quantity: When a net requirement exceeds this amount, MRP generates the
action message Order Exceeds Maximum for the order created to fill this requirement.
- Order Multiple: When order policy is POQ or LFL, planned orders are created in multiples of this
quantity.
- Manufacturing Lead Time: The number of working days it takes to manufacture an item. MRP
will base on manufacturing lead time to calculate due date for planned orders.
- Purchased Lead Time: The number of calendar days it takes to complete a purchasing cycle for
an item, from the date the need for a purchase is recognized to the date the item is received.
MRP will base on purchased lead time to calculate due date for planned sale orders.
- Safety Lead Time: The number of working days early that MRP plans to receive orders for an
item, to allow for late deliveries. MRP will base on safety lead time to calculate due date for
planned orders.
- Time Fence: The time fence is the number of calendar days inside of which MRP will not
generate or adjust any planned orders, even if there are net requirements within that period.
MRP still deletes a planned order, even if it is inside the time fence, if no demand is generated
for that item.
Sales – quote to cash solution
The quote-to-cash process describes all of the steps involved from the initial quote or bid to the
customer through fulfillment, invoicing payment.
Improve days sales outstanding: Simplifying the quote-to-cash process reduces the time between
paying for materials and receiving payment. Cash flow improves. Return on assets improves. The whole
business becomes healthier and more profitable.
Improve quote-to-order time: By automating data flow from RFQ to quotation-to-order, companies
move customer orders to production and shipment faster while eliminating manual data entry and

potential for error. Automatic pricing algorithms help ensure accuracy, maintain margins and reduce the
need for manual order approvals that delay orders.
Automate invoicing and payments to eliminate non-value added steps: By invoicing automatically as
shipments occur and applying cash to invoices automatically as it’s received, companies can significantly
reduce the amount of time to access cash.
QAD business process quote to cash
Sales modulels included features as:
- Sales Quotations: Sales Quotations lets you respond to requests for quotations (RFQs), monitor
statuses, calculate gross margins, retain histories by item and customer, and track unsuccessful
quotes. Once accepted, sales quotes can be released to sales orders.
- Sales Orders/Invoices: Sales Orders/Invoices lets you enter, price, and print sales orders, verify
credit, allocate inventory, print picklists and packing lists, record shipment data, print invoices,
and generate control reports. Sales Orders/Invoices is closely integrated withthe Inventory
Control, MRP, and Accounts Receivable modules to give a high level of control over the sales
order process.
- Container and Line Charges: The Container and Line Charges (CLC) module provides suppliers a
way to track and invoice customers for shipping containers (such as pallets, crates, or bins), and
extra line charges (such as shipping, painting, and detailing). Line charges and container charges
are added at the order lineitem level. This module also supports the setup offlexible data entry
points during the shipping process for recording and tracking shippingcodes or related shipping
information.

- Available to Promise: Available to promise (ATP) is the uncommitted portion of inventory or
planned production available to be promised to new orders. During order entry or confirmation,
you can have the system check for adequate ATP before committing to a delivery date.
- Shipping: Shipping covers a wide range of features that support complex international shipping
requirements. These requirements include numbering control, document formats, multiple
carriers, and transaction-based security. Advanced shipping programs such as Pre-
Shipper/Shipper Workbench enable users to perform many functionsin one place. Workbench
automatically creates shippers for picklists and allows shipments to be containerized in a single
process.
- Shipment Performance: The Shipment Performance module improves shipping processes by
monitoring the timeliness of shipments against customer-requestedship dates and the
completenessof each order shipped. With the Shipment Performance module, you can monitor
shipping effectiveness by measuring how a shipping department meets customer-requested
ship dates and quantities. You can choose which date to use for measuring performance based
on your business practices: the line-item performance date, due date, or required date.
- Customer Consignment Inventory: The Customer Consignment Inventory module lets you plan,
order, ship, track, and report customer-consigned inventory using an automated system that
reconciles inventories between suppliers and customers. Invoicing and AR transactions are
deferred until the inventory is used by the customer.
- Enterprise Material Transfer (EMT): Enterprise Material Transfer (EMT) supports automatic
translation of sales orders into purchase orders. In companies using EDI eCommerce, EMT can
transmit these purchase orders in electronic data interchange (EDI) format to secondary
organizations that use different databases.
- Configured Products: Configured Products lets you define a product structure that includes
optional features and accessories. During sales order entry, you can accepta standard bill of
material or select from a set of predefined features and options.
- Sales Analysis: Sales Analysis lets you monitor salesperson productivity and effectiveness at
maintaining margins. It gives greater visibility on sales by product line or item, and lets you rank
items by sales, margin, or quantity.
- Legal Documents: Legal Documents supports legal requirements ofsome countries to track
transportation of merchandise with a document that includes specific numbering rules,
information, format, and layout to prove legality and possession of the inventory being shipped,
received, or moved.
Purchasing – procure to pay solution
Procure-to-Pay covers sourcing through paying suppliers. Buying only the required materials at an
acceptable quality and achieving on time delivery at a good price are the goals.
Improve cash flow: Demand visibility helps ensure timely purchase of required materials to keep
operations flowing smoothly. Vendor managed inventory can help ensure the company pays only for
materials used. Reducing scrap and rework cuts costs, while vendor performance reporting helps
improve quality and delivery performance.

Reduce inventory: Having the right materials on hand when needed to complete a job helps reduce
inventory in queue at work centers, increasing throughput and operational efficiency.
Source strategically: Monitoring supplier performance helps ensure that suppliers offer the best
possible mix of price, quality and delivery to minimize supply chain disruptions, while maintaining cost
controls and margins.
Eliminate non-value-add processes: Adopting methods like vendor managed inventory and evaluated
receipts settlement helps enable users to focus on more strategic activities while keeping costs low.
Capitalize on supplier knowledge to improve processes and designs: Suppliers know their own
processes better than anyone else knows them. Often, they can provide key design tips or ordering
suggestions that reduce overall costs and may improve quality.
Make quality a key performance metric: Don’t inject quality inspection into the process; make it a key
selection criterion and work with suppliers on continuous improvement and performance metrics.
QAD business process procure to pay
- Global Requisition System (GRS): Global Requisition System (GRS) lets you create multiple-line
purchase requisitions and route them through the approval process. Based on the type of
purchase, the cost, and the requestor’s department, the system determines which individuals
are authorized to approve the requisition. Optionally, GRS sends e-mail messages throughoutthe
requisition life cycle to communicate status and required actions to originators, end users,
reviewers, approvers, and buyers.

- Purchasing: Purchasing provides comprehensive support for procuring components, materials,
and supplies in a centralized or distributed environment. Features include:
o Creation and management of requisitions and purchase orders
o Integrated receiving and supplier invoice matching
o Seamless integration with Inventory Accounting Control, Materials Requirements
Planning (MRP), Quality Management, and Accounts Payable
- Supplier Consignment Inventory: Supplier Consignment Inventory extends the purchase order
process by providing new transactions to receive material and identify it as consigned. The
Supplier Consignment Inventory module lets you plan, order, receive, stock, track, and report
supplier-consigned inventory using an automated system that reconciles inventories between
suppliers and customers. Receiver matching and accounts payable (AP) transactions are
deferred until the inventory isused. Customer use includes transfer, shipping, manufacturing, or
distribution to its own customers.
- Supplier Performance: The Supplier Performance module enables manufacturers to monitor the
performance of their internal and external suppliers. Depending on your manufacturing
environment, you can customize the way your system collects performance data as well as how
you report performance metrics. You can create your own data collection points or use the ones
predefined in the system.
- Legal Documents: Use purchasing legal documents functions to support various inventory
movement documents that are legally required in different countries.
Finance
QAD Financials consists of a set of financial modules that provide a complete solution for global
manufacturing companies to:
- Support accounting transactions and financial management across the organization.
- Offer both simple internal reporting tools and sophisticated budgeting and analysis.
The core financial administrative processes—General Ledger, Accounts Payable, Accounts Receivable,
Budgeting, Cash Management, Consolidation, and Reporting—are integrated into one comprehensive
system. This supports the financial administrator with system-wide control and immediate information
on any aspect of the organization’s finances.
QAD Financials can be deployed across multinational organizations and supports multiple languages,
currencies, and tax systems. Financial features manage international accounting issues, such as currency
revaluation and differing tax systems, and function in both single-entity and multiple-entity
environments. Extended budgeting and cost accounting features handle cost control and allocation
issues.
- Financial Analysis: Provides powerful financial analysis to determine the overall state of the
business. It ensures that everyone from C-level executives to line-of-business managers has the
best information available to make critical business decisions confidently.

- Management Reporting: Provides a powerful tool to generate daily, monthly, quarterly and
annual corporate and governmental reports. The extensive reporting features provide maximum
flexibility and operational efficiency.
- Multi-GAAP: Supports both U.S. GAAP and IFRS, the need for simple yet powerful financial
applications increases. Supports adherence to local and regional reporting requirements
simultaneously in many jurisdictions, and the ability to transact and report in any currency.
- Budgeting: Features a powerful set of budgeting and modeling tools, allowing planning for
multiple companies, and multiple level budget roll-ups, with drill down for detailed analysis.
- Governance, Risk & Compliance: Provides tools and controls to help companies comply with
regulations such as Sarbanes-Oxley (SOX) or the Japanese version, J-SOX.
- Consolidations: Automates financial consolidations and eliminations across enterprises, even
when entities use different charts of accounts, fiscal periods and currencies. Multiple
consolidation views allow for simulated financials, proportional consolidations, in both summary
and detail. Automatic eliminations reduce the need for manual journal entries.
- Allocations: Simplifies cost and revenue distribution by automatically distributing amounts
based on user-defined algorithms and allows for multi-level and recursive allocations.
- Financial Shared Services: Promotes centralization and rollout of corporate wide standards,
providing economies of scale and ensuring consistency.
- Credit Management: Ensures visibility of credit issues and supports customer credit checking
across the entire global enterprise, ensuring that local orders or shipments don’t exceed
corporate credit limits even if within local limits, and provides critical and timely monitoring of
overdue payments and customer balance.
- Tax Management: Supports tax calculations, complex tax environments, and taxes for multiple
countries in the same database, eliminating the need for regional tax systems
- General Ledger: Multiple-layered model supports multiple sets of books to simplify global
international reporting across all divisions and regions, and tracks all financial transactions in
any currency.
- Multi-currency: Allows the organization to conduct business in any currency and generate
consolidated reporting in any currency. Dual Base Currency allows transactions to be stored in
transaction currency, base or functional currency and in an additional base or statutory
currency.
- Accounts Receivable: Monitors customer balances, supports credit management, produces
statements and aging reports, and records customer payments, including electronic funds
forwarding.
- Accounts Payable: Streamlines the payables process, manages supplier accounts, monitors
outstanding payables, manages electronic fund transfers and automates the processing of
payments to suppliers.
- Banking/Cash Management: Provides for the efficient management of the organization’s cash
flow. It automates the processing of payments using electronic banking, as well as electronic
import and balancing of bank statements. Banking/Cash Management projects future cash
positions, based on expected cash sources and cash uses.

- Cost Management: Provides multiple user-defined cost sets and elements for simulations and
analysis, supports cost by location, and supports multiple cost methods in parallel.
- Fixed Assets: Supports asset tracking and depreciation calculation and reporting. Provides
multiple advanced depreciation methods and multiple depreciation books for reporting and tax
purposes.
- Enhanced Controls: Provides strict enforcement of the authenticity, integrity, auditing and
confidentiality of electronic records and supports eSignature.
- Logistics Accounting: Allows users to track and monitor freight costs and financial transactions
by accrual and recovery of freight charges for delayed or missing invoices, critical to costing
items accurately when freight invoices may lag behind the material invoice.
BSD Insight - Vietnam Localization
VAS Monthly costing method
Monthly costing method consist of features as:
- Transportation clearan, fee… proprated by:
o Quantity
o Amount
o User manual
- Transportation clearan, fee, custom fee at the end period
- Costing for each work order
- Labor and overhead allocated by
o Produced quantity
o Percentage
- Rework handle both of situation
o Had opening balance stock
o Not opening balance stock
- Circle manufaturing handle
o Had opening balance stock
o Not opening balance stock
- Mapping labor, overhead expense in which item group you need to allocation
- WIP management
- Scrap management
- Yeild management
- Running monthly costing whatever you need
- Updating journal entry automatically
VAS report
VAT invoice management
- Invoice form design (print-out form and re-printed form)
- VAT invoice of goods and services

- Serial number of invoice registeration and traceability
- VAS invoice number identification
o Autonumber running for print-out form
o Registered number for re-printed form
o Compliance and audit
- Adjustment invoice (credit note)
- All of promotions and discount case
- Crossing line in invoice form Tax department adoption
- Accounts receivable integration
- HTKK integration
Utility
Operation metric history
QAD Operational Metrics provides a dashboard of the company’s vital signs, helping you make decisions
for leaner and more efficient operations. It provides a way to review performance and data quality,
allowing you to see problems in any number of key areas and trace them back to root causes.
Operational Metrics focus management time and attention on potential issues, summarizing metrics in
pie charts, sectioned into green (good), yellow (acceptable) and red (poor) based on the performance
target and ranges you define.
Each pie chart metric is expandable to show the numeric result, to show the underlying detail and to
make modifications if required.
QAD delivers Operational Metrics with close to one hundred standard measurements, organized into
seven operational areas — set up, plan, source, make, deliver, inventory, and finance and accounting.
Areas covered by the standard metrics include ABC code profile, planning data integrity, action message
dispostion, inventory metrics, work center planning data, manufacturing diagnostics, planning process

diagnostics and accounts receivable analysis.
QAD operation metric
Provides a single point of view to key effective enterprise performance measures and helps identify
issues before they become problems.
- Helps assure data accuracy by monitoring and highlighting inconsistent or missing information.
This includes item planning data, item cost, ABC codes, customer and supplier data, and
addresses
- By presenting color-coded charts on a dashboard, management can see at a glance where they
need to put their attention. Managers no longer need to pore through detailed reports or wait
for administrators to provide summaries
- Operational Metrics lets you see the impact of transactions on the business by tying operational
transactions to business goals
- Helps improve performance in all operational areas by exposing issues and giving management
time to remedy them on a timely basis, rather than waiting to react until after end of period
- You can add or change metrics as your business

QAD browse collection
A browse collection features a main browse displayed with related programs and browses. The fields
and records selected in the related programs and browses are based on the currently selected record in
the main browse. The QAD .NET UI displays the other browses and programs in the lower part of a
horizontal split-screen, with the main browse located in the upper part. On the Applications pane,
browse collections are located in the Browse Collections folder, located in the Collections folder.
When you drill-down a couple of times, the screen can start to display a lot of useful information. So
that you can focus on an area of interest, buttons that can hide or show the display are available on the
left side of the toolbar for a browse or program. The buttons display as two up-arrow symbols when a
view is open and as two down-arrow symbols when a view is closed.
QAD browse collection
QAD dashboard
Dashboards provide a grouping of multiple KPIs on one page, usually displayed as bar charts, line graphs,
etc. Dashboards are interactive and allow users to filter data in an ad hoc fashion by clicking into graphs
or grids of data.

QAD dashboard
QAD workflow
QAD Workflow Alerts is a business management tool that helps you manage your business by
exception—keep a close tab on your key business processes and receive real-time alerts of any
exceptional events such as sales orders placed on credit hold that often need corrective actions.
QAD Workflow Alerts lets you:
- Define and publish business events from source QAD applications by monitoring key business
data at the database level
- Define triggering conditions for raising alerts on exceptional events.
- Define subscription filtering rules
- Compose alert messages that can reference associated event data
- Enable subscribed users to define additional filter conditions and method of delivery for
receiving alert messages

QAD workflow alert
QAD attachment
Attach lets you attach any type of document—such as a Microsoft Word file, graphics file, or PDF—to a
record within the application. This integration ensures that all required documentation is immediately
accessible when needed. You can attach and view any type of file if the corresponding viewing software
is available on the client.
QAD attachements

QAD solution (ENG)

More Related Content

What's hot

Similar to QAD solution (ENG)

Recently uploaded

QAD solution (ENG)