Speed Up QAD Requisition Creation Routing Approval Presented

Speed Up QAD Requisition Creation, Routing & Approval Presented by Don Lindsey – CESI, Inc. Nancy Mc. Crimmon – 32 Soft, Inc. March 20, 2017

TECHNOLOGY DNA Test Kits Next Generation Instrument § Obama. Care § Personalized Medicine Challenges § FDA Requirements § Public Company § SOX § HR § Design

ERP EVOLUTION § 1995 - Navision § 2000 - Great Plains § 2007 - Implemented QAD § 2008 - Added SSM and GRS Functionality § 2009 - Upgrade from. NET 1. 1 to. NET 2. 9 § 2012 - Upgraded from SE to EE § 2013 - Eagle Bar Coding § 2013 - Installed 32 Soft PO Requisition System § 2014 - Internationalization thru Multiple Domains § 2015 – QAD Fixed Asset Module § 2016 - EMT § 2017 - Requisition Plus § 2018 – Upgrade to 2018

PURCHASING § 2007 - 5. 7 Purchase Order Maintenance § 2008 - Implemented QAD’s GRS § 2010 - Stopped Using GRS, went to Paper Based Process § 2012 - Searched for PO Requisition System for QAD to satisfy Internal Controls § 2012 - Choose 32 Soft Purchase Requisition System § Implemented for all Memo Purchases § Production Inventory is ordered on Manual Requisition based on S&OP § 2017 – Implemented 32 Soft Req Plus

VOLUMES § Number of Requisition Processed = 15, 593 § Number of Requisition Lines = 39, 607 § Number of Items ordered = 16, 757 § Units Ordered = 30, 929, 969 § Number of Users = 135 § Number of Projects = 361 § Cost Centers = 82 § Number of Approver Records in GRS = 8, 310 § Number of Approver Records in Req+ = 1100 § Number of Supplier = 2, 310

32 SOFT’S REQUISITION SYSTEM

SOLUTION § Streamline and simplify requisition process § Integrate with QAD § Create requisitions electronically – with attachments § Track and reconcile pre-approved purchases easily § Access real-time status § Route approvals/notifications automatically § Approve/access via mobile devices § View all supporting documentation – including comments § Generate POs automatically

PROJECT MANAGEMENT Gen. Mark. Dx Team Purchasing Accounting IT 32 Soft Alex Nancy Cristian Project Plan Project Meetings IQ - OQ Validation Testing SOX - Auditors

HOME PAGE — STATUS

QUESTIONNAIRE

REQUISITION DETAILS

ATTACHMENTS

ROUTING REQUISITION

AUTO NOTIFICATION

APPROVAL

APPROVER VIEW

APPROVAL

FINAL APPROVAL

FINAL APPROVAL

BUYER NOTIFICATION

BUYER

PO CREATED

RESULTS § SOX Compliance § P-Card Reconciliation § Decreased Turn Around Time § Easy Look-up • Approvals • Status of Requisitions § Email notification and approvals with • Attachments • Comments § Easy Flow § Happy Users

REPORTS § Browse Reports from GRS § Flexibility § Create Report

KEY AREAS/ISSUES • • • Infrastructure Menus Security Browses and Reports Roles Projects and Accounts and Capital Projects Cost Centers Approval matrix Tax Issues • • • Need Date and Due Date Reason and Remarks End User Cost Center Capital Assets For AP (Approval Only) Part Field Description Field Pur Acct Field Project Field Due Date, Quantity, and Cost Fields • • • Adding Attachments Add a New Line Edit a Line Submitting Requisition QAD Account Setup Submit Requisition but Not Route Closing requisition Editing a requisition Routing requisition Requisition Status Requisition to Purchase Order Receiving your Order

INFRASTRUCTURE What Server Hardware did we have to implement Custom Data Base Vinod and Cristian AD Integration Menu Structure Req Plus Menu in 99 Web Interface [Farhana] Back up issues . /jserv The xld is for the Data Loaders. For Req+ you need to go to the /apps/32 soft/grsv 2 and run ~ http: //111. 11. 38: 8080/reqplus/

TRAINING Required before start using Master Control

DATA LOADER EXPERIENCE 1. 4. 1 – Item Master Maintenance 1. 4. 16 – Item – Site Inventory Data Maintenance 13. 5 - Prod Structure 15. 1 – Formula Code Loader 15. 5 – Formula Maintenance Loader 1. 4. 7 and 1. 4. 17 - Item - Site Planning Maintenance Loaders 16. 13. 1 – Work Order Bill Maintenance 3. 13. 2_v 1. 5 dub - 32 Soft Cycle Count Loader EMT Data loader Forecast Data Loaders - 22. 1_v 1. 9 dub, 22. 1 mo_v 1. 3 dub, 22. 7. 7_b 8. 4 dub 11. 3. 1 and 11. 3. 5 Data Loader 32 Soft GRS Requisition System 16. 20. 1_v 1. 0 dub - Labor Feedback by Work Order

ABOUT 32 SOFT § Founded in 2001 § QAD Plug-and-play, non-invasive solutions § Clients in NA, EU, AP § Webinars and Trials (always free)

APPROVAL FLOW

SAMPLE SET UP

QUESTIONS? Q A

HOMEWORK CHALLENGE § Take a good look § Identify opportunities § Determine options