Easy OnBoarding Discrete Requirements Easy OnBoarding Course Overview

Easy On-Boarding Discrete Requirements

Easy On-Boarding Course Overview • Introduction to Discrete Requirements • Business Considerations • Discrete Requirements Process 2

Easy On-Boarding Purchase Order Structure Purchase Order Header Data Order Data Line Item Order Line Item Data Trailer Data 3

Easy On-Boarding Purchasing Overview Supplier Maintenance Supplier Remit-to Inventory Supplier Price Lists Supplier Schedules Accounts Payable Supplier MRP% Discrete Purchase Orders Repetitive Schedules Requisitions Planning 4

Purchase Order Users Easy On-Boarding Purchase Order Users QAD EA Print Requisition Print Purchase/ Blanket Order Enter Receipt Receiving Personnel Print Receiver Credit / Finance is working throughout Buyer Enter Purchase/ Blanket Order Enter/Confirm Vouchers Process Payment Finance Personnel Reconcile Payment 5

Easy On-Boarding Purchase Order Flow MRP Planned Order Supplier Schedules Required Non-Inventory Optional Approval Purchase Order Blanket Order Return Receipt Supplier Invoice 6

Easy On-Boarding QAD EA General System Flow Independent Demand Sales Orders Forecasts Planning Information: • What ? • When ? • How many? MRP • Lead Times • On Hand Inventory • Product Structures Planning Planned Purchase Orders Planned Work Orders Dependent Demand (Calculated) 7

Easy On-Boarding Business Considerations 8

Easy On-Boarding Business Considerations • EDI • Canceling Backorders • Price Lists 9

Easy On-Boarding Purchase Orders/Blanket Orders/Supplier Schedules Supplier Shipping Schedules Supplier Planning Schedules Supplier Schedules Purchase Orders Blanket Orders Delivery Dates Multiple Single for orders/item Multiple Delivery Times Multiple System Generated Multiple Entered Manually No No Seen by MRP Indirectly thru type 4 schedule Yes No Receipts Yes Yes No Duration Short & medium term Medium & long term Short, medium & long term One time Short & medium term Elements Header, Shipping Schedule, Trainer Header, Planning Schedule, Trailer Header, Planning Schedule Shipping Schedule Trailer Header, Line Items Trailer Header Line Item Trailer PO’s 10

Easy On-Boarding Electronic Data Interchange (EDI) 11

Canceling Backorders Easy On-Boarding Canceling Backorders At PO Receipt? On the PO Line? 12

PO Pricing Tables Easy On-Boarding PO Pricing Tables 13

Easy On-Boarding Discrete Requirements Process 14

Easy On-Boarding Discrete Requirements Process 15

Easy On-Boarding Approve Planned Purchase Orders 16

Easy On-Boarding Approve Planned Purchase Orders 17

Easy On-Boarding Purchase Order Maintenance • Header 18

Easy On-Boarding Purchase Order Maintenance (cont. ) • Line Items – Single Line Mode 19

Easy On-Boarding Purchase Order Maintenance (cont. ) • Line Items – Single Line Mode 20

Easy On-Boarding Purchase Order Maintenance (cont. ) • Line Items – Multi Line Mode 21

Easy On-Boarding Purchase Order Maintenance (cont. ) • Trailer 22

Easy On-Boarding Purchase Order Print 23

Easy On-Boarding Purchase Order 24

Easy On-Boarding Purchase Order Reports Menu 25

Easy On-Boarding Purchase Orders by Order Report 26

Easy On-Boarding Purchase Orders by Order Report 27

Easy On-Boarding Purchase Orders by Supplier Report 28

Easy On-Boarding Purchase Orders by Supplier Report 29

Easy On-Boarding Purchase Orders by Item Report 30

Easy On-Boarding Purchase Orders by Item Report 31

Easy On-Boarding PO Change History Report 32

Easy On-Boarding PO Change History Report 33

Easy On-Boarding PO Change History by Item 34

Easy On-Boarding PO Change History by Item 35

Easy On-Boarding www. qad. com © 2011 QAD Inc 36