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  •     QAD Glossary

  • 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)