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  |   Cloud ERP  |   Home  |   qad.com




Release Notes for Release 3.6
QAD Business Intelligence Version: 3.6
Date: March 2012
QAD BI 3.6 introduces a new sub-module to QAD BI—Operations Metrics. The Data Warehouse Designer has undergone some changes to the look and feel of the application. Finally, significant changes have been made to improve the performance of the extract, transformation, and load processes.
Installation Changes
BI Modules can now be installed independently. Please refer to the QAD BI 3.6 Installation Guide for additional information.
The Installation Guide also includes instructions on how to upgrade to QAD BI 3.6 from QAD BI 3.5.
Application Changes
Operations Module
A new sub-module has been added for Capacity Planning and Control. This new functionality has been introduced to support OEE metrics for production lines. Five new Query Areas have been added: Equipment Effectiveness, Item Efficiency, Work Orders, Operations Transactions, and Work Order Routings. A new QAD Standard dashboard, Capacity Planning and Control – Production Lines, has been added to display OEE metrics including OEE (Overall Equipment Effectiveness), Availability, Performance, and Quality Performance.  The dashboard provides both high-level metrics by site and production line within a site, and drill-downs to the supporting data. 
Additional information is available in the QAD BI 3.6 Portal User Guide.
Performance
The load logic for many tables has been modified to restrict the amount of data that is loaded each day during the ETL process. This makes the daily processing much more efficient, reducing daily run times greatly.
Job Scheduler
The daily scheduled jobs have been streamlined. This reduces redundancy and improves operational monitoring and troubleshooting. The Job names have changed considerably. More details on this are provided in the QAD BI 3.6 Installation Guide.
Data Warehouse Designer Upgrade
The DWD User Interface has been upgraded. The changes include renaming the Browser tab to Builder . There are expanded context menu items available for objects. Right-click on an object and an “Impact” option is now displayed. This allows you to run key object reports, including Track Back/Forward Reports, directly from the Object Browser.
Fixes and Minor Enhancements
 
Component
Issue ID
Description
Modules
QBIS-16
Fact_inv_mth_balance processing – divide by 0 error in stage_inv_mth_balance_calc.
Modules
QBIS-20
Data loads from multiple sources now loading correctly. Problem had been reported with multiple EE Source systems and control parameters.
Modules
QBI-491
Stage_gl_transaction1 processing was slow due to corporate currency conversion.
Modules
QBI-569
The loads of ih_hist and idh_hist were pulling all source data for every daily run. This has been resolved.
BI Portal
QBI-598
Internationalization – BI Portal users are now able to change their own language setting.
Modules
QBI-610
PO Order History records were not matching dim_item_key. This has been fixed.
BI Portal
QBI-615
Visual Item Actions in Flex Portal – corrected drill in/drill out and easy reorder of menu actions.
DWD Admin
QBI-616
Problem with metadata translation file headers for Czech and Korean languages has been resolved.
Modules
QBI-618
The load time for stage_gl_transaction1 greatly reduced.
Modules
QBI-624
The source unit cost used in the purchasing module is now correctly handled as the transaction currency.
BI Portal
QBI-649
Ability to drill-down on separate measures.
Modules
QBI-657
Load_ee_domainShareSet was not being used properly in the EE environment. This has been fixed.
Modules
QBI-675
Order performance – additional flags added to fact_om_order_performance and fact_om_shipment to improve overall performance reporting.
Fact_om_shipment - ‘late/early/on-time’ flags added.
Fact_om_order_performance:
Early_shipment_flag
In_full_flag
Late_shipment_flag
On_time_flag
OTIF_flag (on-time, in-full)
Column removed from fact_om_performance:
Ontime_due_date_flag
New Parameters have been added:
SALES_EARLY_TOLERANCE_DELAY
SALES_LATE_TOLERANCE_DELAY
SALES_PERCENT_QTY_OVER
SALES_PERCENT_QTY_UNDER
Modules
QBI-699
Dimension columns that had Business Display names that were causing problems in SQL Server Analysis Services have been corrected.
Modules
QBI-700
The logic to determine late markers in the fact_om_performance table has been updated.
Modules
QBI-703
The custom processing for stage_inv_mth_balance has been modified to improve performance.
Modules
QBI-737
Load Logic for fact_po_order modified to include closed lines.
The PO_SNAPSHOT_FREQUENCY parameter was modified. The Daily option was removed and the default set to “B” both weekly and monthly.
Two attributes added to the QAD Date Dimension to indicate if snapshot is end of week or end of month.
calendar_end_of_week_flag
calendar_end_of_month_flag
Modules
QBI-745
Unit cost in fact_po_order_history, fact_po_order and fact_po_order_performance modified to consider discounts. See also QBI-746.
Modules
QBI-746
Purchasing - cost measures are now correctly extended to factor in discounts in the fact_po_order_history and fact_po_order_perfomance tables. See also QBI-745
Modules
QBI-756
Business (display) name of dim_po_line_type has been changed to Line Ship Type.
BI Portal
QBI-793
Standard QAD Excel workbooks now have “QAD” as their creator.
BI Portal
QBI-798
INFO line in BI Portal Server corrected.
Modules
QBI-799
A problem with the sequencing of the Address and Customer data load has been resolved.
Modules
QBI-808
Some tables in the Purchasing sub-module had varchar types. These have been changed to nvarchar.
Modules
QBI-809
Some tables in the Order Management module had varchar types. These have been changed to nvarchar.
Modules
QBI-810
The UNICODE flag is now correctly set in the load_in_hist table.
Modules
QBI-811
The SubstrPartN function now correctly returns all the elements of an array.
Modules
QBI-924
ETL logic for fact_po_order_history now setting history_end_dates correctly on closed orders.
Modules
QBI-984
Performance improvement to EE GL Balance processing by modifying the exchange rate calculations.
Modules
QBI-986
Removed “Drop all indexes,” “Build all indexes,” and “Analyze” from the standard scheduled jobs.
Modules
QBI-1000
Corrected issue with fact_om_shipments related to location codes.
Modules
QBI-1002
An issue with number of decimal places for the list_price_trans in the fact_om_booking table is corrected. This field is now correctly handled with 10 decimal places.
BI Portal
QBI-1003
A Date/Time column in a Grid type visual item will now display the correct default format when no format is selected.
Mobile
QBI-1006
Problem with iPad app if Dashboard includes a horizontal bar resolved.
Modules
QBI-1025
ADDRESS_PROCESS will now work correctly for Historical data loads. A fix was made to the second pass of this process.
Modules
QBI-1172
Stage_gl_balance2 performance has been improved by reworking calls to the ConvertCurrencyValueTrans function.
Modules
QBI-1232
The following columns have been added to dim_customer:
SIC_code
SIC_description
Credit_limit
Debtor_tax_id_misc1
Debtor_tax_id_misc2
Debtor_tax_id_misc3
Payment_group_code
Payment_group_description
Payment_condition_code
Payment_condition_description
Modules
QBI-1235
Territory Description attribute added to Salesperson dimension.
Modules
QBI-1236
Many new columns added to dim_account:
account_gl_type_code
account_gl_type_description
account_currency_code
account_is_active_flag
account_system_type_code
account_system_type_description
account_shared_set_code
account_budget_group_code
account_budget_group_description
account_unit_of_measure_code
account_unit_of_measure_description
account_intercompany_code
account_cash_group_code
account_cash_group_description
account_is_project_flag
account_is_balance_sheet_flag
account_is_division_flag
account_is_cost_centre_flag
account_is_saf_flag
Modules
QBI-1268
Display names for amount and cost columns were corrected to follow the standard QAD BI naming conventions.
Modules
QBI-1269
The logic for the fact_om_order_history table was not handling the complete_status_flag from sod_det properly, when determining records with and order_status of DELETED. This has been fixed.
Modules
QBI-1271
The following columns have been added to fact_inv_transaction:
Sales_order_job_number
Inventory_status
Order_number
Order_line_number
In addition, a link to the User Dimension has been added.
Modules
QBI-1273
The fact_om_invoice table will now correctly join to the dim_entity table, even with the site_code on the OM Invoice Header is null.
Modules
QBI-1274
The following value columns in the fact_inv_mth_balance table will now be correctly calculated:
Open_value_oh_total_corp
Open_value_oh_net_corp
Open_value_oh_nonnet_corp
End_value_oh_total_corp
End_value_oh_net_corp
End_value_oh_nonet_corp
Value_issue_corp
Value_receipt_corp
Value_sales_order_corp
Value_git_corp
Modules
QBI-1279
Fact_om_shipment now uses correct source for the following columns:
Shipment_date = transaction.shipment_date
Due_date = order_line.due_date
Project Code = order_line.project_code
Salesperson[1-4] = order_line.salesperson[1-4]
Known Issues
Portal Issues
The BI Portal application cannot run in the same instance of Tomcat as QXtend. (QBI-174)
Model changes in DWD are not picked up by custom models until the model is opened in the Portal, saved, and closed. (QBI-127)
The Compare By in the Query Designer does not allow calculated fields. (QBI-587)
Export to PDF of a report – Chinese characters do not show up properly. (QBI-590)
The GUI supports translation of repository object names, but the Export/Import object functionality does not yet include the import and export of the translated strings. (QBI-604)
Rename of Data Security Model changes in Model screen, but not in Add/Edit User screen. (QBI-626)
Chrome – Visual Items sometimes show no data when in fact, there is data. As a short-term workaround, the user can view a different dashboard and return the dashboard experiencing the problem. (QBI-772)
Mobile BI – Separate drill-ins for multi-measure charts does not work on the iPad platform. (QBI-1307)
After changing your own language in the Portal, you must log out and log back in; you will receive “invalid session” errors if you try to do some other function after a language change. (QBI-1312)
Metadata (Module) Issues
Fact_ar_invoice_history has the “entered date” value stored as a degenerate dimension value rather than as a dimensional join. This will change to a full dimension join in future releases of the BI data warehouse. Doing so might cause some queries to need to change in the future. (QBI-26)
The extended amounts calculated for closed orders is 0 because the extended amount is calculated using the open_amount, not the order_amount. (QBI-631)
Installation of BI modules in a pre-domain ERP environment requires manual changes to metadata. (QBI-691)
The FINANCIAL_REPORT_GENERATOR job only works on Standard Edition data, not on Enterprise Edition. (QBI-697).
Corporate amounts in the fact_ap_invoice_snapshot are always 0. Note that the amounts in the Base currency are correct. (QBI-777)
In the BI Portal, upon login, the portal tries to open a dashboard from a different instance. (QBI-1007)
For Visual Items in the BI Portal, white space on graph headers should be minimized. (QBI-1023)
The system will not show a production line and its associated quality statistics in the Quality Data by Site, Production Line grid anytime the site has had 13 or more prior weeks without any data reported against it. This is different from the Availability and Performance grids work. (QBI-1310)
Reset of transaction number in QAD Enterprise Application (tr_hist.tr_trnbr) to 1 is not handled in BI. (QBIS-25)