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  •     QAD Glossary

  • Release Notes for Release 3.7
    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 6 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 7 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