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.
BI Modules can now be installed independently. Please refer to the QAD BI 3.6 Installation Guide for additional information.
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.
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.
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.
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.
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Component
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Issue ID
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Description
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Modules
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QBIS-16
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Fact_inv_mth_balance processing – divide by 0 error in stage_inv_mth_balance_calc.
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Modules
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QBIS-20
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Data loads from multiple sources now loading correctly. Problem had been reported with multiple EE Source systems and control parameters.
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Modules
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QBI-491
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Stage_gl_transaction1 processing was slow due to corporate currency conversion.
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Modules
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QBI-569
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The loads of ih_hist and idh_hist were pulling all source data for every daily run. This has been resolved.
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BI Portal
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QBI-598
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Internationalization – BI Portal users are now able to change their own language setting.
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Modules
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QBI-610
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PO Order History records were not matching dim_item_key. This has been fixed.
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BI Portal
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QBI-615
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Visual Item Actions in Flex Portal – corrected drill in/drill out and easy reorder of menu actions.
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DWD Admin
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QBI-616
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Problem with metadata translation file headers for Czech and Korean languages has been resolved.
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Modules
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QBI-618
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The load time for stage_gl_transaction1 greatly reduced.
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Modules
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QBI-624
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The source unit cost used in the purchasing module is now correctly handled as the transaction currency.
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BI Portal
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QBI-649
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Ability to drill-down on separate measures.
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Modules
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QBI-657
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Load_ee_domainShareSet was not being used properly in the EE environment. This has been fixed.
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Modules
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QBI-675
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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:
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OTIF_flag (on-time, in-full)
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Column removed from fact_om_performance:
New Parameters have been added:
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SALES_EARLY_TOLERANCE_DELAY
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SALES_LATE_TOLERANCE_DELAY
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SALES_PERCENT_QTY_UNDER
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Modules
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QBI-699
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Dimension columns that had Business Display names that were causing problems in SQL Server Analysis Services have been corrected.
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Modules
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QBI-700
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The logic to determine late markers in the fact_om_performance table has been updated.
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Modules
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QBI-703
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The custom processing for stage_inv_mth_balance has been modified to improve performance.
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Modules
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QBI-737
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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.
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calendar_end_of_week_flag
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calendar_end_of_month_flag
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Modules
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QBI-745
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Unit cost in fact_po_order_history, fact_po_order and fact_po_order_performance modified to consider discounts. See also QBI-746.
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Modules
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QBI-746
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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
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Modules
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QBI-756
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Business (display) name of dim_po_line_type has been changed to Line Ship Type.
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BI Portal
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QBI-793
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Standard QAD Excel workbooks now have “QAD” as their creator.
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BI Portal
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QBI-798
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INFO line in BI Portal Server corrected.
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Modules
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QBI-799
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A problem with the sequencing of the Address and Customer data load has been resolved.
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Modules
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QBI-808
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Some tables in the Purchasing sub-module had varchar types. These have been changed to nvarchar.
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Modules
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QBI-809
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Some tables in the Order Management module had varchar types. These have been changed to nvarchar.
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Modules
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QBI-810
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The UNICODE flag is now correctly set in the load_in_hist table.
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Modules
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QBI-811
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The SubstrPartN function now correctly returns all the elements of an array.
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Modules
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QBI-924
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ETL logic for fact_po_order_history now setting history_end_dates correctly on closed orders.
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Modules
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QBI-984
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Performance improvement to EE GL Balance processing by modifying the exchange rate calculations.
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Modules
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QBI-986
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Removed “Drop all indexes,” “Build all indexes,” and “Analyze” from the standard scheduled jobs.
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Modules
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QBI-1000
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Corrected issue with fact_om_shipments related to location codes.
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Modules
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QBI-1002
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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.
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BI Portal
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QBI-1003
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A Date/Time column in a Grid type visual item will now display the correct default format when no format is selected.
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Mobile
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QBI-1006
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Problem with iPad app if Dashboard includes a horizontal bar resolved.
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Modules
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QBI-1025
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ADDRESS_PROCESS will now work correctly for Historical data loads. A fix was made to the second pass of this process.
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Modules
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QBI-1172
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Stage_gl_balance2 performance has been improved by reworking calls to the ConvertCurrencyValueTrans function.
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Modules
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QBI-1232
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The following columns have been added to dim_customer:
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Payment_group_description
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Payment_condition_description
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Modules
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QBI-1235
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Territory Description attribute added to Salesperson dimension.
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Modules
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QBI-1236
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Many new columns added to dim_account:
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account_gl_type_description
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account_system_type_code
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account_system_type_description
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account_shared_set_code
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account_budget_group_code
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account_budget_group_description
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account_unit_of_measure_code
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account_unit_of_measure_description
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account_intercompany_code
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account_cash_group_code
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account_cash_group_description
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account_is_project_flag
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account_is_balance_sheet_flag
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account_is_division_flag
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account_is_cost_centre_flag
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Modules
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QBI-1268
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Display names for amount and cost columns were corrected to follow the standard QAD BI naming conventions.
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Modules
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QBI-1269
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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.
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Modules
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QBI-1271
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The following columns have been added to fact_inv_transaction:
In addition, a link to the User Dimension has been added.
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Modules
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QBI-1273
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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.
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Modules
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QBI-1274
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The following value columns in the fact_inv_mth_balance table will now be correctly calculated:
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Open_value_oh_total_corp
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Open_value_oh_nonnet_corp
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End_value_oh_total_corp
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End_value_oh_nonet_corp
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Modules
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QBI-1279
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Fact_om_shipment now uses correct source for the following columns:
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Shipment_date = transaction.shipment_date
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Due_date = order_line.due_date
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Project Code = order_line.project_code
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Salesperson[1-4] = order_line.salesperson[1-4]
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