In order to bring you the best possible user experience, this site uses Javascript. If you are seeing this message, it is likely that the Javascript option in your browser is disabled. For optimal viewing of this site, please ensure that Javascript is enabled for your browser.
Login  |   On Demand  |   Home  |   qad.com




Release Notes for Current Release
QAD Business Intelligence Version: 3.7
Date: September 2012
New Feature Summary
QAD BI 3.7 introduces the following new features:
Adds the Plant Maintenance sub-module for the Enterprise Asset Management (EAM) module (Early Adopter version)
Adds the Transportation Management (TM) module
Upgrades the Data Warehouse Designer to version 6.6.2
Extends the technical documentation for metadata across all modules in DWD
Improves loading of additional modules
Improves loading of additional sources
Adds Enterprise Financials data to common dimensions
Adds Throughput KPI to Capacity Planning and Control sub-module
Includes BI 3.6.1/3.5.1 and BI 3.6.2/3.5.2 maintenance releases
Upgrade Instructions
See the QAD BI 3.7 Installation Guide for the instructions to upgrade to QAD BI 3.7.
Data Warehouse Tables Changed
The following section lists the Data Warehouse tables that have been changed, added, or deleted.
Note: The tables on the Modified list may have been changed structurally. For example:
Columns added or deleted
Indexes added or deleted
Changes made to business display names
Changes to visibility of particular columns in the BI Portal
Any combination of these modifications
List of Tables Modified
Common Module Modified Tables
 
dim_account
dim_shipment_date
stage_credit_term
dim_account_currency
dim_site
stage_currency
dim_approver
dim_sub_account
stage_customer
dim_base_currency
dim_supplier
stage_customer_ar_list
dim_buyer
dim_transaction_currency
stage_customer_bill
dim_channel
dim_transaction_type
stage_customer_bill1
dim_corporate_currency
dim_unit_of_measure
stage_customer_dim_bill
dim_cost_center
load_ct_mstr
stage_customer_dim_ship
dim_credit_term
load_ctd_det
stage_customer_dim_sold
dim_currency
load_cu_mstr
stage_customer_invoice_list
dim_customer
load_ee_Address
stage_customer_master
dim_customer_bill_to
load_ee_BudgetGroup
stage_customer_sales_list
dim_customer_ship_to
load_ee_Company
stage_customer_ship
dim_customer_sold_to
load_ee_CostCentre
stage_customer_ship1
dim_discount_cost_center
load_ee_Creditor
stage_customer_sold
dim_discount_sub_account
load_ee_Currency
stage_customer_sold1
dim_due_date
load_ee_Debtor
stage_date_qad
dim_effective_date
load_ee_Division
stage_domain
dim_entered_date
load_ee_DomainProperty
stage_eam_entity
dim_entity
load_ee_Domains
stage_ee_account
dim_item
load_ee_DomainSharedSet
stage_ee_address
dim_last_receipt_date
load_ee_PaymentCondition
stage_ee_ic_creditor
dim_location
load_ee_PaymentGroup
stage_ee_ic_debtor
dim_order_date
load_ee_Project
stage_ee_project_status
dim_payment_due_date
load_ee_SharedSet
stage_entity
dim_performance_date
load_en_mstr
stage_project
dim_project
load_pj_mstr
stage_site
dim_receipt_date
load_tr_hist
stage_sub_account
dim_requestor
perm_transaction_hist
stage_supplier
dim_required_date
permsup_transaction_hist
stage_tr_hist_list
dim_service_type
stage_business_relation
stage_unit_of_measure1
dim_ship_to_address
stage_cost_center
 
Financials Module Modified Tables
 
dim_ap_transaction_type
fact_gl_transaction
stage_ee_credit_invoice_move
dim_ar_transaction_type
load_ap_transaction_type
stage_ee_posting
dim_daybook
load_ar_transaction_type
stage_gl_balance_close03
dim_layer
load_ee_CompanySharedSet
stage_gl_balance_close04
extract_ap_master
load_ee_Journal
stage_gl_balance_ptd
extract_ap_voucher_master
load_ee_Layer
stage_gl_balance_qtd
fact_ap_invoice_snapshot
load_ee_Period
stage_gl_balance_ytd
fact_ap_voucher
load_vo_mstr
stage_gl_balance2
fact_ap_voucher_history
perm_ap_master
stage_gl_transaction_budget
fact_ar_invoice
perm_ee_posting
stage_gl_transaction1
fact_ar_invoice_history
perm_ee_posting_line
stage_layer
fact_ar_invoice_snapshot
stage_ap_transaction_type
stage_se_ap_snap4
fact_ar_payment
stage_ar_transaction_type
work_ap_change_list1
fact_gl_balance
stage_ee_credit_invoice
 
Operations Module Modified Tables
 
dim_po_line_status
stage_inv_bal_mth_trans1
stage_op_transaction2
dim_po_line_type
stage_inv_bal_mth_trans2
stage_po_order_hist
extract_inv_trans_hist_cons
stage_inv_bal_revalue2
stage_po_order_hist_initial
extract_inv_transaction_hist
stage_inv_mth_balance
stage_po_order_hist_initial1
extract_op_transaction_hist
stage_inv_mth_balance_hist_calc
stage_po_order_hist_initial3
extract_po_transaction_hist
stage_inv_mth_balance1
stage_po_order_hist_initial4
fact_inv_mth_balance
stage_inv_mth_end_cst
stage_po_order_hist_initial5
fact_inv_transaction
stage_inv_mth_end_cst1
stage_po_order_hist_initial6
fact_op_transaction
stage_inv_transaction_con_cus3
stage_po_order_hist_initial7
fact_po_order_history
stage_inv_transaction_con_cus4
stage_po_order_hist1
load_prh_hist
stage_inv_transaction1
stage_po_order_hist2
load_wr_route
stage_inv_trx_chg_mths
stage_po_order_hist3
perm_op_hist
stage_inv_trx_chg_mths1
stage_po_order_hist4
stage_inv_bal_item_list
stage_op_tr_hist_rjct_wo
stage_po_order_hist5
stage_inv_bal_mth_current
stage_op_tr_hist_rjct_wo1
stage_po_order_snap1
stage_inv_bal_mth_current4
stage_op_trans_scrapi
stage_po_order_snap3
stage_inv_bal_mth_date
stage_op_transaction
stage_po_order_snapshot
stage_inv_bal_mth_date1
stage_op_transaction_merge
work_inv_change_hist_list
stage_inv_bal_mth_date2
stage_op_transaction0
work_inv_change_list
stage_inv_bal_mth_list
stage_op_transaction1
work_inv_change_list1
stage_inv_bal_mth_trans
 
 
Order Management Module Modified Tables
 
extract_om_transaction_hist
stage_om_booking1
stage_om_order_line
fact_om_booking
stage_om_invoice_line_list
stage_om_order_line_all
fact_om_shipment
stage_om_invoice_line_ranged
stage_om_order_snap
load_idh_hist
stage_om_invoice_transaction
stage_om_order_snap1
load_ih_hist
stage_om_invoice_transaction1
stage_om_order_snap3
stage_om_ar_master_extract
stage_om_invoice1
stage_om_order1
stage_om_booking
stage_om_order
stage_om_order2
stage_om_booking_previous
stage_om_order_inv_line
stage_om_order3
stage_om_booking_transaction
stage_om_order_inv_line1
stage_om_shipment1
stage_om_booking_transaction1
 
 
Tables Added to Existing Modules
Common Module Added Tables
 
dim_cal_int_end_date
stage_business_relation
stage_ee_payment_group
dim_cal_int_start_date
stage_calendar_interval
stage_ee_project
dim_calendar_interval
stage_calendar_interval_financial
stage_ee_project_group
dim_statutory_currency
stage_calendar_interval_month
stage_ee_project_status
load_ee_Address
stage_calendar_interval_week
stage_ee_purchase_type
load_ee_AddressType
stage_date_qad5
stage_ee_sub_account
load_ee_CompanyProperty
stage_eam_date_qad4
stage_ee_supplier
load_ee_Contact
stage_eam_domain
stage_ee_supplier_type
load_ee_CorporateGroup
stage_eam_entity
stage_entity1
load_ee_Country
stage_eam_site
stage_se_cost_center
load_ee_County
stage_ee_address
stage_se_credit_term
load_ee_CreditorType
stage_ee_budget_group
stage_se_currency
load_ee_DebtorCreditRating
stage_ee_contact
stage_se_customer
load_ee_DebtorType
stage_ee_cost_center
stage_se_ee_cost_center
load_ee_Lng
stage_ee_credit_term
stage_se_ee_entity
load_ee_PaymentConditionStaged
stage_ee_currency
stage_se_ee_sub_account
load_ee_ProjectGroup
stage_ee_customer
stage_se_entity
load_ee_ProjectStatus
stage_ee_customer_credit_rating
stage_se_project
load_ee_PurchaseType
stage_ee_customer_type
stage_se_sub_account
load_ee_Reason
stage_ee_entity
stage_se_supplier
load_ee_State
stage_ee_invoice_status
stage_site1
load_ee_Usr
 
 
Financials Module Added Tables
 
dim_accounting_period
load_ee_JournalGroup
stage_ee_accounting_period
dim_ee_invoice_status
stage_accounting_period
 
Operations Module Added Tables
 
stage_inv_mth_end_cst
stage_inv_trx_chg_mths
stage_inv_trx_chg_mths1
stage_inv_mth_end_cst1
 
 
Enhancements
 
Table 1 BI 3.7 Enhancements
Component
QAD Issue
Description
Metadata
(Multi-Module)
QBI-800
As part of running INITIAL_JOB_SETUP, the very last step in that procedure should be to back up the parameter table with a copy of the parameters as they were set for the initial setup.
 
QBI-987
The setup_initial_job() does not correctly chain jobs when the source parameter accidentally begins with a space, and it gives you no errors/warnings.
 
QBI-1600
The setup_initial_job() should not delete jobs for not-installed modules; but it should have the option to not include them in the DAILY/HIST Job Chain parameters.
 
QBI-2066
Load tables not in any PREPROCESS_TRUNCATE job (latest build - build 342).
Metadata
(Order Management)
QBI-768
Remove SALES_LOAD_DAYS and SALES_LOAD_LOOKBACK_DAYS parameters.
Portal
QBI-517
Dimension "folder" not discernible from query definition.
 
QBI-604
Internationalization—add support for export/import of translations when objects are exported/imported.
 
QBI-802
Added some more currency symbols in Report Designer.
 
QBI-1766
Added a scroll bar to Link for Reports and Actions Visual Items so that you can manage content that is below visible display in window.
Portal Standard Objects (Inventory, Purchasing)
QBI-628
Std items need to be created for purchasing and inventory modules.
Portal Standard Objects (Purchasing)
QBI-579
Purchasing Gap task—Create Visualizations for PO performance and add to dashboard.
Fixes
 
Table 2 BI 3.7 Fixes (1 of 3)
Component
QAD Issue
Description
ETL performance
QBI-614
The daily_date_roll_qad is very slow when current week spans year boundary.
 
QBI-635
STAGE_OM_INVOICE1 taking exceptionally long to load
Installation
QBI-1429
INITIAL_JOB_SETUP can add non-existent POSTPROCESS jobs to job order parameters.
Metadata
(Capacity Plan)
QBI-1778
fact_op_transaction—transaction_number currently flagged as a measure, but should not be.
Metadata
(Financials SE)
QBI-2131
fact_ap_invoice_snapshot not deleting interim records.
 
QBI-729
Research and correct budget amount measures in fact_gl_balance.
Metadata
(Inventory)
QBI-543
Inventory balances not matching Inventory transactions.
 
QBI-715
Updated 3.5 Design Specification to include logic from lnd_det (Location Detail) tables.
 
QBI-1694
Inventory—fact_inv_mth_balances does not properly capture the unit_cost of items, leaving unit_cost of 0, so although the end of month quantity can be > 0, the value = 0 (incorrectly).
 
QBI-1802
Inventory—fact_inv_mth_balances does not properly set the end of month qoh balance so all the calculations for every month are not coming out like they should.
 
QBI-1893
New parameter INV_HISTORY_DATE should be added to the parameter list and populated by INITIAL_JOB_SETUP on install.
 
QBI-1980
The Inventory module job does not sequence some of the last post load tasks properly, instead running them all at the same time.
 
QBI-1985
New Parameter INV_HISTORY_DATE should be added to the parameter list and populated by INITIAL_JOB_SETUP on install. (r7m)
 
QBI-1986
fact_inv_mth_balance should not include kit items in the transaction portion of the change calculation for a given month. We may also need to not include GIT (goods in transit).
 
QBI-2102
stage_inv_bal_revalue2 is not source system specific so it will grab all records in the fact every time it runs.
 
QBI-2107
3.6 column transformation change for ship_type in stage_inv_transaction1 is causing downstream staging tables to not properly calculate qoh changes and balances.
 
QBI-2125
Fact_inv_mth_balance shows value_issued_base as negative values but shows the quantity_issued_base as positive. In stage_inv_mth_balance1 we are setting the quantity_issued amount to the ABS (absolute) value so both negative and positive amounts are pos.
Metadata
(Multi-Module)
QBI-711
load_tr_hist picks up new records on daily loads, even if there are no new records in the source system
 
QBI-717
daily_date_roll_qad should parameterize the date it uses to set Current/Previous/Lastyear/No (GetDate() is hard coded 3 times in procedure)
 
QBI-1275
stage_unit_of_measure1 missing join constraints
 
QBI-1775
Scheduled Jobs for CUBES do not have the "submit_next_chained_job()" task so they can be automatically part of the DAILY job chain.
Metadata
(Operations)
QBI-1704
Truncation of load tables combined with placement of load tables ensures no data gets into fact_inv_mth_balance on daily runs. Need to load the inv_transaction types earlier.
 
QBI-2145
The Days On Hand Calculation shown in the Inventory Dashboard is inconsistent with the Inventory Turns calculation.
 
QBI-2146
The calculation of throughput in the Capacity Planning and Control - Production Lines Dashboard uses "Active Days" (reported time) not "Scheduled Days" from the shop calendar.
Metadata
(Order Management)
QBI-276
GL Calendar needed for Order Management.
 
QBI-631
All extended prices in fact_om_order_history are calculated based on the open_amount, not the order_amount. Customers are unhappy about this and we need to determine if our logic is correct or not.
 
QBI-632
QMI (2011 EE) Shipment Transaction Report not matching BI OM Shipment Fact
 
QBI-1553
stage_om_order3 not matching dim_account - error in outer join.
 
QBI-1699
fact_om_shipment references the wrong source columns for several of it's columns including most importantly shipment date. Need to correct for fact_om_shipment to work properly.
 
QBI-1996
stage_om_invoice_line_range fails in Chinese environment
 
QBI-2067
3.5.1 and 3.6.1 maintenance releases have a bug in historic load logic for OM table fact_om_order_history. This bug is in stage_om_order1
 
QBI-2068
fact_om_order_history sometimes will have CLOSED orders that are the most recent/current version of the record, but will not be shown as most recent/current and are then showing up in fact_om_order as OPEN even though they are CLOSED.
 
QBI-2092
The 3.5.1 patch had a couple of rank over clauses that did not rank transaction_date correctly and needs to be corrected.
Metadata
(Order Management, Purchasing)
QBI-2101
Need SALES_LOOKBACK_DAYS and PO_LOOKBACK_DAYS parameters
Metadata
(Purchasing)
QBI-750
Remove extended_cost_ from fact_po_order_history - duplicates open_amount_
 
QBI-771
fact_po_order_history storing incorrect last receipt date
 
QBI-2124
Our PO Snapshot and OM snapshot tables have a problem in stage_po_order_snap1 and stage_om_order_snap1 where if the last day of a month and last day of a week are the same, only the Monthly record values are retrieved.
Portal
QBI-468
Text area on dashboard— no title causes problems.
 
QBI-533
Portal gets sluggish. Must close browser and restart.
 
QBI-594
In queries, "AND" and "OR" not translated.
 
QBI-790
BI Portal cannot display plus sign in visual items due to a known problem in Flex.
 
QBI-1314
Check boxes not displaying properly in Security tab for object in repository browser.
 
QBI-1388
Ops-Capacity Planning Sub-module—Performance Ratio truncating or rounding down.
 
QBI-1891
Visual Items—when creating a heat map, the range at the bottom does not change when the different type of heat map is selected.
 
QBI-1913
Visual Items—creating Collaboration/Message type of visual item, in the right-side Edit pane, the heading says "essage" instead of "Message.
 
QBI-2136
Report Browser, Report Links, and Run Report page title do not show translated names.
Portal Standard Objects
(Capacity Planning)
QBI-1430
QAD Standard queries folder includes a "Fran" folder.
Portal Standard Objects (Fin EE, Fin SE)
QBI-1427
CFO Dashboard Template missing from Financials module portal objects.
Portal Standard Objects
(Inventory)
QBI-795
Issues and questions regarding the Drop Down parameters list on the Inventory Item Management dashboard.
 
QBI-1244
Inventory Management Dashboard—miscellaneous usability issues.
 
QBI-1245
Inventory Management Dashboard—Questions about Nettable vs Non-Nettable visual item.
 
QBI-1246
Inventory Management Dashboard—Inventory On Hand by Product Line does not show any data.
 
QBI-1247
Inventory Management Dashboard—Inventory On Hand by Site does not show any data.
 
QBI-1248
Inventory Management Dashboard—Inventory OH Trend Parameter only has a single data point, not a trend.
 
QBI-1251
Inventory Management Dashboard—Parameters for Inventory On Hand Report should be consistent with other reports.
 
QBI-1253
Inventory Management Dashboard—Top 10 Average Days OH by Product Line does not display any data.
 
QBI-1254
Inventory Management Dashboard—Top 10 Average Days OH by Site does not display any data.
 
QBI-1255
Inventory Management Dashboard—Inventory Transaction reports do not display data.
 
QBI-1256
Inventory Management Dashboard—Inventory Trends reports do not display data.
 
QBI-1257
Inventory Management Dashboard—Inventory Turnover does not display any data and has not parameters to change.
Portal Standard Objects (Purchasing)
QBI-779
Purchasing Dashboard—Top 10 Supplier by Spend visual item contains minor typo in the title
 
QBI-780
Purchasing Dashboard—The Reports visual item is not large enough to display the report titles
 
QBI-781
Purchasing Dashboard—Year parameter visual item does not reposition correctly when drop-down is displayed
 
QBI-783
Purchasing Dashboard—The query for the Cash Requirements Forecast cannot be found
 
QBI-784
Purchasing Dashboard—Trouble displaying data in Missed Delivery Detail report
 
QBI-786
Purchasing Dashboard—Open PO Cash Commitments by Due Date Summary and "For Year" reports have misc problems
 
QBI-787
Purchasing Dashboard—PO Delivery Performance Summary reports have misc problems
 
QBI-788
Purchasing Dashboard—Supplier Spend Ranking - Historical report does not work