QAD Enterprise Asset Management
Release Notes
October 2012
These release notes include information about the latest Enterprise Asset Management fixes and changes. These changes may affect the way you implement and use Enterprise Asset Management.
Review this document and the Enterprise Asset Management errata before proceeding with any phase of an Enterprise Asset Management implementation.
QAD highly recommends that you implement the latest Enterprise Asset Management release available. Check the QAD Web site to make sure you have the latest release notes, user guide, installation errata, installation guide, and installation media:
Use the following list to find a specific release:
Release Notes for the Current Release
Enterprise Asset Management Version: 12.5.1
Date: October 2012
QAD Enterprise Applications Versions: Enterprise Edition 2009, 2009.1, 2010, 2010.1, 2011, 2011.1, 2012, and 2012.1; Standard Edition 2008, 2009, 2010, 2011, and 2012.
Languages Supported: English, Latin American Spanish, Castilian Spanish, Czech, Polish, French, German, Brazilian Portuguese, Simplified Chinese, Korean, Bulgarian, Hungarian.
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0955-12.5.1. Changes to the installation introduced by the 12.5.1 release are included in the updated installation guide.
Application Changes
The following enhancements have been made to EAM:
Multicurrency Purchasing Per Vendor
A new capability to allow multiple-currency purchasing per vendor has been implemented. In some instances, vendors request purchase orders to be issued in the currency they pay their suppliers in rather than their own currency. This feature facilitates this capability.
For example, consider a situation in which a vendor located in the United States may have Canadian suppliers who request to be paid in Canadian dollars. To avoid currency exchange rates issues, it may be easier to pay this US vendor in the Canadian dollars their suppliers request.
Before this change, only a single currency per vendor, which was their primary currency, could be used. Now multiple currencies can be associated with a vendor and selected when creating a purchase requisition.
Business Intelligence Key Performance Indicators Integration
The following key performance indicators (KPIs) are now offered in EAM for integration with QAD’s Business Intelligence (BI) module:
|
•
|
Planned vs Unplanned Work Order
|
|
•
|
Planned vs Unplanned Labor
|
|
•
|
Current PM vs CM Work Order Backlog
|
|
•
|
YTD Work Order Statistics
|
|
•
|
Work Order Avg Days Open
|
|
•
|
Current PM vs CM Work Order Backlog
|
|
•
|
Work Order Current Statistics
|
|
•
|
Maintenance Work Orders
|
|
•
|
YTD Service Request Statistics
|
|
•
|
Open Service Request Trend
|
|
•
|
Maintenance for Departments
|
|
•
|
Work Order Backlog Average Days Open
|
|
•
|
YTD Downtime Statistics
|
Blanket Orders
When a buyer negotiates pricing with suppliers, a blanket purchase order can be used to manage those purchases and to ensure that the best price is being used. To further manage the blanket, buyers establish an expiration amount and date to better control how much and how long purchases can be made against the order. An expiration e-mail notification is also sent to the buyer to provide time to renegotiate for a new blanket order.
When the spare parts storeroom is replenishing inventory, the system looks for a valid blanket order for that item and actually releases off the blanket, ensuring that the correct supplier and price are being used.
Fixed Asset Integration
A finance manager has the ability to create a fixed asset from a project. The cost captured in projects is used when capitalizing a new fixed asset from EAM to QAD’s Fixed Assets module.
Once a fixed asset is created and new costs occur, a cost adjustment or trailing charge can be processed from EAM back to the asset in QAD’s Fixed Assets module.
Project Allocation
Budgets are tightly controlled on project-related work. Projects can be broken down by specific tasks or jobs. An engineer or finance manager may need to tightly control how much spending should be allocated to each of those tasks.
Project Allocation allows a user to specify how much of the budget can be allocated to a specific task. EAM provides the flexibility to redistribute the funds from one job to another and control spending per job. Jobs can also be configured to have a parent/child relationship. In some cases, no cost can be charged to the parent job, but rather to its child or children. The engineer or finance manager can configure each level to allow or disallow spending at that specific level.
Revision Control
Revision control provides users the ability to audit changes to records and fields. The revision control feature is associated with every major module. There is also a Revision Control menu option that shows every record change in the system.
For example, if a user wants to know who changed a price on a purchase order, revisions automatically capture who made the change, when the change was made, and what the change was, showing the From and To values.
Customer-Reported Issues Resolved
The following customer-reported issues have been resolved in this release:
|
Issue Reference
|
Summary
|
Functional Menu
|
|
EAMNET-2526
|
Vendor lookup on Modify Consignment dialog does not function
|
Inventory
|
|
EAMNET-2644
|
Make the Equipment Readings available from the work order
|
Maintenance
|
|
EAMNET-2788
|
Add some mandatory fields.
|
System
|
|
EAMNET-2819
|
The Trans Date on the Project Cost Analysis does not work correctly.
|
Analysis
|
|
EAMNET-3080
|
Work Order Cost Analysis does not include Manual amount in the Total
|
Maintenance
|
|
EAMNET-3083
|
Return to Vendor - the PO Return, when done in a different currency, uses the original PO exchange rate instead of the receipt exchange rate
|
Purchasing
|
|
EAMNET-3087
|
When I Edit a Posted GL Transaction the fields on the Detail tab should be updateable except for the GL Amount.
|
Finance
|
|
EAMNET-3093
|
When new User is created and it's linked to Employee ID, the (user) Name field is left blank
|
System Administration
|
|
EAMNET-3096
|
Project refresh did not account for negative Manual GL values in version 12.4.0.3 of project_be.p
|
Finance
|
|
EAMNET-3104
|
EAM allows to Order a PO without Lines
|
Purchasing
|
|
EAMNET-3106
|
Modify Cost in Requisition line is not working correctly
|
Purchasing
|
|
EAMNET-3107
|
EAM Requisition Line Copy not Working
|
Purchasing
|
|
EAMNET-3108
|
Quote print does not print the correct vendor part number for ancillary vendors
|
Purchasing
|
|
EAMNET-3109
|
Issue when capitalizing trailing charges on an asset
|
Finance
|
|
EAMNET-3112
|
Requisition header edit incorrectly prompts for auto issue setting change.
|
Purchasing
|
|
EAMNET-3118
|
When changing Ship To in PO, existing Tax Code on the PO gets overwritten by Ship TO's Tax Code
|
Purchasing
|
|
EAMNET-3124
|
Lookups for Serialized Part and Serial No on the Labor Post from Employee Maintenance do not display the correct records
|
General
|
|
EAMNET-3127
|
SE Environments should skip the check for the Registry Entry for Qxtend during GL Posts
|
System Administration
|
|
EAMNET-3128
|
Modify Currency does not work properly in either Requisitions nor Purchase Orders
|
Purchasing
|
|
EAMNET-3130
|
Creating new requisitions does not follow the working site properly
|
Purchasing
|
|
EAMNET-3134
|
Site delete does not check for dependent records.
|
General
|
|
EAMNET-3145
|
Disable the EAM Recv Prefix if Receiver? = MFGPRO on Domain
|
General, System Administration
|
|
EAMNET-3153
|
Creating work order from PM Template's Work Orders submenu can result in wrong site
|
Maintenance
|
|
EAMNET-3157
|
PO Copy and Requisition Copy should also copy the updated currency
|
Purchasing
|
|
EAMNET-3158
|
EAM adjustment comments not saved
|
Inventory
|
|
EAMNET-3161
|
Job Program does not validate program name on copy
|
System Administration
|
|
EAMNET-3162
|
Undo req attachment to PO in different currency does not revert Order Cost (B) and Total Cost (B) back in requisition line browse
|
Purchasing
|
|
EAMNET-3165
|
Site columns duplicated with different values (and without documentation about the meaning of each site column)
|
System Administration
|
|
EAMNET-3173
|
PO Integration compile error
|
Integration
|
|
EAMNET-3174
|
Simulate Update missing column headers
|
Inventory
|
|
EAMNET-3177
|
Unable to receive PO with project (job) assigned when the requisitions are auto-issue.
|
Purchasing
|
|
EAMNET-3179
|
Last Vendor Cost is updated with the base currency cost instead of the vendor cost.
|
Purchasing
|
|
EAMNET-3180
|
Requisition lines are not closed properly when the PO attaches to more than one Requisition
|
Purchasing
|
|
EAMNET-3181
|
Suppress the auto issue notification if the requisition header is already marked as auto issue.
|
Purchasing
|
|
EAMNET-3182
|
Reverse EAMNET-2930 which requires that Po Receipt Stock account must be type "A".
|
General
|
|
EAMNET-3187
|
Undo req attachment to PO in different currency does not revert Order Cost (B) and Total Cost (B) back in requisition line browse
|
Purchasing
|
|
EAMNET-3188
|
Buyer lookup in PO is pointing to UserID instead of Em No
|
Purchasing
|
|
EAMNET-3189
|
Modify Currency does not complete if a PO Reroute should occur for an authorized PO
|
Purchasing
|
|
EAMNET-3190
|
Mark Authorize Action more clearly that the authorization has started.
|
Purchasing
|
|
EAMNET-3191
|
AssignedIsMe (standard) filter does not work ing EAM 12.4.1.0
|
Reporting / Filtering
|
|
EAMNET-3194
|
EAM receipts cannot be processed by EE's ERS Processor due to blank value in po_mstr.po_daybookset
|
Purchasing
|
|
EAMNET-3196
|
Requisition attached to existing ordered PO has status of P and can be received
|
Purchasing
|
|
EAMNET-3199
|
Job Control "Invalid Progress Location"
|
System Administration
|
|
EAMNET-3200
|
Buyer is not tranferred from a PO edit to the attached requisition header
|
Purchasing
|
|
EAMNET-3201
|
Tax rate is not working with EAM 12.4
|
Purchasing
|
|
EAMNET-3202
|
PO Line number is incorrect when you do a copy of the PO with multiple requisitions attached.
|
Purchasing
|
|
EAMNET-3203
|
EAM is not looking at the correct switch to determine if Stores Requisition Authorization is utilized
|
Inventory
|
|
EAMNET-3208
|
Adding the vn_part record directly after the parts_vend does not populate the part_no field.
|
Inventory
|
|
EAMNET-3219
|
Exchange Rate browse displays exchange rates for all domains
|
Purchasing
|
|
EAMNET-3225
|
Some vendor name and address are not printed in the Receiver Report, Vendor return and PO report.
|
Reporting / Filtering
|
|
EAMNET-3227
|
When cancelling the requisition Line on a multiple PO the Requisition Header status is updated to C instead of X.
|
Purchasing
|
|
EAMNET-3233
|
Consignment Transaction Report defects
|
Reporting / Filtering
|
|
EAMNET-3236
|
Error: "Another User has changed this record after you opened it. You must click <UNDO> displayed when no other user is accessing the record being modified
|
Data Entry
|
|
EAMNET-3237
|
Print Document in Purchase Orders incorrectly prints PO in Portrait layout
|
Purchasing
|
|
EAMNET-3238
|
Acct No (Equip) is not validated properly in Sites > Misc tab
|
General
|
|
EAMNET-3246
|
New requisition line added with status "O" to an authorized Req. and PO already on order
|
Purchasing
|
|
EAMNET-3248
|
I am not allowed to delete a Site from the Domain 3 level browse or from the Site browse
|
General
|
|
EAMNET-3249
|
Sole Source Options removed from EAM v12.4
|
System Administration
|
|
EAMNET-3251
|
Not Possible to save Site Report Header field 'line 4' in site maintenance
|
General
|
|
EAMNET-3254
|
EAM should not allow part to be issued to locked equipment
|
Inventory
|
|
EAMNET-3256
|
Create Employees and Users without name is allowed.
|
Maintenance
|
|
EAMNET-3261
|
Display issue on Requisition child browse.
|
Purchasing
|
|
EAMNET-3264
|
Cannot Save a User Role with less than full permission
|
System Administration
|
|
EAMNET-3265
|
A few issues on the Blanket Order Approval Group Maintenance.
|
Purchasing
|
|
EAMNET-3266
|
Request of make "Receiver" and "Return to Vendor" as substitutable reports.
|
Reporting / Filtering
|
|
EAMNET-3267
|
Mismatched Parameters when saving a purchase order header
|
Purchasing
|
|
EAMNET-3268
|
Cost Analysis and Equipment Cost Detail reports in Analysis > Equipment > Equipment Cost should not have "Site" as filterable field
|
Reporting / Filtering
|
|
EAMNET-3272
|
EAM should not allow blank Source Site in Requisition line
|
Purchasing
|
|
EAMNET-3276
|
Approval Group function is disabled
|
Purchasing
|
|
EAMNET-3281
|
Requisition Order Cost for part with valid vendor pricing incorrectly defaults from Last Cost instead of vendor price
|
Purchasing
|
|
EAMNET-3282
|
Several of the Account lookups from the Site Data Entry do not display the correct records.
|
General
|
|
EAMNET-3283
|
No Email sent when Inventory drops below designated point
|
Inventory
|
|
EAMNET-3284
|
Added a new part by copying and received Progress Error 13011.
|
Inventory
|
|
EAMNET-3286
|
Not possible to issue inventory items for all Projects .
|
Inventory
|
|
EAMNET-3287
|
I can delete a Blanket Order Approval Group that is attached to an employee.
|
Purchasing
|
|
EAMNET-3288
|
I am allowed to delete a User that is on a Blanket Order Approval Group with no warning.
|
Purchasing
|
|
EAMNET-3289
|
Domain is not part of tax rate algorithm when calculating PO taxes
|
Finance
|
|
EAMNET-3291
|
Inactive vendors in EE remain active in EAM after Vendor Download
|
System Administration
|
|
EAMNET-3294
|
EAM saves PO Standard Clause and PO Text that are over 1140 characters when Registry setting ERP/Enforce Purchasing Field Sizes is enforced
|
Purchasing
|
|
EAMNET-3299
|
PO, Requisition, BO & Project Disapproval fills in Auth Cost; HoldUp displays blank message and no email sent to originator
|
Purchasing
|
|
EAMNET-3300
|
On the Blanket Order header, EAM allows a negative Expiration Amount to be entered when it should not be allowed.
|
Purchasing
|
|
EAMNET-3301
|
The Serial Numbers submenu is documented in the EAM v12.4 user guide but not available in the software.
|
Inventory
|
|
EAMNET-3302
|
Locking + Whole-Index usage on CInvoice and APMatching in project_be.p
|
Finance
|
|
EAMNET-3304
|
Issues with the Project Allocation when Project Auth = Y, Use Allocations = N and Modify for Project and Job.
|
Finance, System Administration
|
|
EAMNET-3305
|
Project Cost Analysis Report does not display manual GL transaction credit amount line
|
Analysis
|
|
EAMNET-3306
|
Req, PO & Project authorization need to record receive date/time, action date/time so forwarding batch can function
|
Purchasing
|
|
EAMNET-3307
|
The "Create PO When?" cannot be edited in EAM v12.4.1.2
|
System Administration
|
|
EAMNET-3310
|
Icon for Capitalization History is incorrect
|
Finance
|
|
EAMNET-3311
|
Lookup for Class in the Add New Fixed Asset pop-up screen displays the Jobs rather than the Class records, lookup for Job does not display at all
|
Finance
|
|
EAMNET-3313
|
There are problems with the Lock/Unlock Action on the Blanket Order header. EAM allows a number of functions to occur when the Blanket Order is locked that should not be allowed.
|
Purchasing
|
|
EAMNET-3318
|
Requisition header does not allow only a Project on the header if the spending is done at the job level, cannot receive on the job level if unallocated falls below job spending allocation
|
Purchasing
|
|
EAMNET-3319
|
The User Defined Mail messages are displaying the incorrect Description of the selected code or item.
|
System Administration
|
|
EAMNET-3321
|
Company name on reports coming from database setting rather than site setting. Not Domain specific.
|
Analysis
|
|
EAMNET-3326
|
EAM should not allow vendor to be changed on reopened PO that is previously ordered
|
Purchasing
|
|
EAMNET-3328
|
A few issues with BO Approval & the Expiration Date
|
Purchasing
|
|
EAMNET-3330
|
OH Rate Code: when type is changed to "Rate", Rate does not allow for data entry.
|
Finance
|
|
EAMNET-3332
|
Another buyer should be able to Reopen a Cancel BO if the Any Buyer? Switch is enabled.
|
Purchasing
|
|
EAMNET-3334
|
Modify: expiration date - Failed
|
Purchasing
|
|
EAMNET-3336
|
No Req Line tab detail displayed in Cost Analysis based on the Total Spent option amount on Project
|
Finance
|
|
EAMNET-3343
|
When adding a new authorized requisition to an ordered PO, EAM does not properly reset the PO Auth Status to "Previously Authorized".
|
Purchasing
|
|
EAMNET-3349
|
Standard Clauses coming from EAM to EE are not wrapping correctly in PO maintenance (5.7)
|
Integration
|
|
EAMNET-3355
|
Equipment Procedure List is not attached to the WO if created from a Service Request
|
Maintenance
|
|
EAMNET-3364
|
Currency code in vendor parts browse does not use domain code to get the right record
|
Browse
|
|
EAMNET-3387
|
Improve Project Refresh to improve performance
|
Finance
|
|
EAMNET-3394
|
"Inventory with Location" Report needs to show Vendor Name
|
Inventory
|
|
EAMNET-3488
|
Expense Accounts from inventory not pulling through to Requisition
|
Purchasing
|
|
EAMNET-3497
|
Make Request for Quote Doc substitutable
|
Purchasing
|
|
EAMNET-3836
|
Scheduled Payment PO - PO No and Job No not pulled in automatically.
|
Finance
|
|
EAMNET-3839
|
Add new browse for All Stores Requisition Lines
|
Inventory
|
|
EAMNET-3845
|
Comments entered during routing are not displayed and skipped message needs req number
|
Purchasing
|
|
EAMNET-3916
|
Add Fields to WO Print
|
Maintenance
|
|
EAMNET-4008
|
PO Line status changed back to O from X after updating PO
|
Purchasing
|
|
EAMNET-4009
|
Report yields different results in English/Polish regional settings
|
Other
|
|
EAMNET-4021
|
Project Cost Analysis report not working when non-primary site is not the first in filter criteria
|
Analysis
|
|
EAMNET-4026
|
Apply label changes to various BO/PO related documents - See attachment
|
Analysis
|
|
EAMNET-4036
|
If you enter a job on a blanket the expense information from the project does not remain when the Job's expense information is blank.
|
Purchasing
|
|
EAMNET-4040
|
Document Print should give warning when XREF template is not found
|
Purchasing
|
|
EAMNET-4041
|
Unallocated Balance on Project Cost tab not updating properly on initial add of a new Project
|
Finance
|
|
EAMNET-4049
|
Display issue when filtering to a Project then selecting Action Create Cap Asset from Job, displays ALL jobs from other projects
|
Finance
|
|
EAMNET-4050
|
Fields are not updating on the xRef Fixed Asset sub module
|
Finance
|
|
EAMNET-4052
|
The authorizer of a BO could not make a modification
|
Purchasing
|
|
EAMNET-4053
|
Return to vendor of a line of a closed PO turning its status to P. The change is not updated in EE.
|
Purchasing
|
|
EAMNET-4069
|
Add User Defined fields to the Pick List print
|
Analysis
|
|
EAMNET-4074
|
Performance Issues with the ERP Integration
|
Integration
|
|
EAMNET-4081
|
Purchase order is locked and the current user is not the Buyer but the PO could be Ordered.
|
Purchasing
|
|
EAMNET-4120
|
Finance needs to capitalize assets even though the Project/Job is locked
|
Finance
|
|
EAMNET-4129
|
Provide ability to define asset data for project or job before Capitalize action is used
|
Finance
|
|
EAMNET-4182
|
PO Copy should copy all user defined fields
|
Purchasing
|
|
EAMNET-4184
|
Need more description message when a Buyer does not have a Buyer site setup when routing for PO approval
|
System Administration
|
|
EAMNET-4185
|
Capital Receipts report returns "expensed" type receipts
|
Analysis
|
|
EAMNET-4186
|
Update message for Vendor Refresh Job to display more accurate message
|
System Administration
|
|
EAMNET-4188
|
Should be able to create a requisition for a project that is not yet authorized. Currently, it stops the user and doesn't allow them to save the requisition
|
Purchasing
|
|
EAMNET-4192
|
Global edit on work orders allowed changes to closed work orders
|
Maintenance
|
|
EAMNET-4199
|
Add the ability for the originator of a requisition routing to stop the approval process
|
Purchasing
|
|
EAMNET-4201
|
EAM Print Document and Reports always print an extra blank page
|
Reporting / Filtering
|
|
EAMNET-4277
|
Adding an existing ordered PO to a new requisition returns an incorrect error message and doesn't allow the add.
|
Purchasing
|
|
EAMNET-4362
|
Project Refresh additional performance enhancements.
|
Finance
|
|
EAMNET-4377
|
Data in fields label columns are not translated in PO reroute/notify fields and Req reroute/notify fields browses
|
System Administration
|
|
EAMNET-4462
|
Tax is charged although the vendor is exempt
|
Purchasing
|
|
EAMNET-4473
|
Some Mail fields display with repeating descriptions
|
System Administration
|
|
EAMNET-4490
|
Update Effective Date for all GL lines with same Reference when Effective Date in one of the GL line is modified
|
Finance
|
|
EAMNET-4494
|
In Jobs, the Requisitions sub menu is missing requisitions when requisition header has only project specified while requisition line has both project and job specified
|
Maintenance
|
|
EAMNET-4545
|
Add user name on the routing screen
|
Purchasing
|
|
EAMNET-4567
|
Update the current All PO Lines to also include Blanket Order number and Release Number.
|
Purchasing
|
|
EAMNET-4568
|
Copy the Blanket Order user defined fields to the PO on BO release
|
Purchasing
|
|
EAMNET-4569
|
Add ability to enter a Ship To per release in order to support a more centralized purchasing approach with Blanket Orders.
|
Purchasing
|
|
EAMNET-4570
|
Consider Parts Lead Day to calculate Due Date for Blanket Order releases
|
Purchasing
|
|
EAMNET-4571
|
Allow a decrease to the expiration amount of a Blanket as long as the new amount is not less than the remaining balance.
|
Purchasing
|
|
EAMNET-4572
|
Do not require Project to be authorized prior to setting up Fixed Asset Data
|
Finance
|
|
EAMNET-4573
|
Multiple tr_hist and prh_hist records are created when the PO receipt is multiple lines
|
Purchasing
|
|
EAMNET-4575
|
Add mandatory field options to Blanket Orders
|
Purchasing
|
|
EAMNET-4583
|
Global PO updating Req with incorrect buyer
|
Purchasing
|
|
EAMNET-4584
|
EAM should not allow reduction of Project/Job Spending Limit below Total Spent plus Committed amount
|
Maintenance
|
|
EAMNET-4585
|
Add warning message when using Create Request and no Vendor is present on the Stores Requisition
|
Purchasing
|
|
EAMNET-4587
|
Default the "Time Rcv" and "Time Start" values when creating a new work order
|
Maintenance
|
|
EAMNET-4589
|
EAM sometimes creates a PO Line No of 0
|
Purchasing
|
|
EAMNET-4590
|
Global Edit of Work Orders does not include contract labor acct.
|
Maintenance
|
|
EAMNET-4706
|
Down Time does not validate 12:00 AM/PM properly
|
Maintenance
|
|
EAMNET-4716
|
Blanket Order Header Notes not working
|
Purchasing
|
|
EAMNET-4717
|
Cancelling a released POs should be using the discount % that was active when the PO was released.
|
Purchasing
|
|
EAMNET-4718
|
When adding a line to a BO, it should set line to auto-issue automatically if the part is set to auto-issue
|
Purchasing
|
|
EAMNET-4719
|
PO Auth - If originator is also the sole approver, that person should get re-auth emails if the PO changes
|
Purchasing
|
|
EAMNET-4722
|
Require Blanket Orders to have at least one line item before allowing Authorization
|
Purchasing
|
|
EAMNET-4724
|
Add Blanket and Release fields to All PO Lines browse
|
Purchasing
|
|
EAMNET-4725
|
As a Buyer, I want to be able to see all Blanket Orders regardless of site in a single view.
|
Purchasing
|
|
EAMNET-4727
|
Add calculated time fields to the Inventory > Vendor Cost browse
|
Purchasing
|
|
EAMNET-4728
|
Buyer field not populated from manual stock replenishment
|
Purchasing
|
|
EAMNET-4732
|
BO Cancel should not cancel ordered releases
|
Purchasing
|
|
EAMNET-4733
|
Add notification of ordered POs when cancelling a BO
|
Purchasing
|
|
EAMNET-4776
|
As a sysadmin I would like to be able to determine by site where XML export files are placed on the server.
|
System Administration
|
|
EAMNETS-105
|
Some fields in EAM do not correctly get overwritten
|
Browse
|
|
EAMNETS-125 & EAMNETS-60
|
Populate the primary vendor if blank during Modifying Consignment
|
Inventory
|
|
EAMNETS-127 & EAMNETS-140
|
PO TEXT coming from EAM to EE is not wrapping correctly in EE
|
Integration
|
|
EAMNETS-131 & EAMNETS-139
|
Unable to receive auto-issue PO that's placed on order prior to project being locked
|
Purchasing
|
|
EAMNETS-135 & EAMNETS-147
|
Several defects found in the Descriptor Type program
|
Data Entry
|
|
EAMNETS-136
|
Cannot copy a PM to an item of Equipment, Non-Default Site
|
Maintenance
|
|
EAMNETS-141 & EAMNETS-142
|
Stores Req transactions allow invalid accounts & sub-accounts
|
Purchasing
|
|
EAMNETS-145 & EAMNETS-146
|
Add Vendor Name to the Quote Bids browse
|
Purchasing
|
|
EAMNETS-16
|
EAM Return to Vendor is not populating prh_hist.prh_ship_date in QAD
|
Integration
|
|
EAMNETS-160 & EAMNETS-161
|
The EAM session is not clearing the Site selection properly on Equipment/Purchase Orders
|
Purchasing
|
|
EAMNETS-163
|
The Project expense accounting data for requisition line is blanked out if the job’s account information is blank
|
Purchasing
|
|
EAMNETS-165 & EAMNETS-166
|
The value in the Find field is not cleared when sort is a sequence (for EAMNETS-133)
|
Data Entry
|
|
EAMNETS-168
|
EAM should not allow reduction of Project/Job Spending Limit below Total Spent plus Committed amount
|
Maintenance
|
|
EAMNETS-175 & EAMNETS-219
|
Project no is populated on Posted GLs for across site transactions
|
Finance
|
|
EAMNETS-189 & EAMNETS-198
|
Lookups on the Project Expense Accounts are not following the working site
|
Finance
|
|
EAMNETS-20
|
On the JOB level Cost Analysis screen, the spending limit is not properly displayed in the BUDGET field
|
Finance
|
|
EAMNETS-216
|
All records are displayed after adding a Requisition from the Work Orders sub-detail
|
Maintenance
|
|
EAMNETS-22
|
Add Entity to the account calendar validation for the ERP
|
Integration
|
|
EAMNETS-231 & EAMNETS-246
|
Account lookup on Activity child browse should follow the Expense Site entered
|
Other
|
|
EAMNETS-30
|
Auto-issue flag in Requisition changes when clicking outside of the field.
|
Client UI
|
|
EAMNETS-35 & EAMNETS-37
|
Change fields in Purchase Orders and Requisitions are not updated when clauses are added or modified
|
Purchasing
|
|
EAMNETS-38
|
Find box does not clear when entry is highlighted
|
Browse
|
|
EAMNETS-40
|
Add Requestor Name to the Stores Req List Browse
|
Inventory
|
|
EAMNETS-42
|
Allow Users with full access to "Reset Password" for other users.
|
System Administration
|
|
EAMNETS-46
|
When a user selects 'Save Browse settings' instead of 'Save Browse Settings As', they save the default browse for all users.
|
System Administration
|
|
EAMNETS-52 & EAMNETS-159
|
Cannot hide the OH Group field in screen editor
|
Form Designer
|
|
EAMNETS-54
|
"Create failed , control record in use" should prohibit all other transactions too .
|
Inventory
|
|
EAMNETS-63
|
GL Period on Manual GL defaults from Entry Date not Effective Date
|
Finance
|
|
EAMNETS-68 & EAMNETS-69
|
Add Mandatory Fields for Stores Requisition
|
Inventory
|
|
EAMNETS-79 & EAMNETS-233
|
Posted GL Transactions allow modify when In ERP? = Yes
|
Finance
|
|
EAMNETS-81 & EAMNETS-197
|
Manual GL Transaction allowed to save with long description
|
Integration
|
|
EAMNETS-83
|
Manual GL Transaction - Account Lookup to primary site
|
Finance
|
Release Notes for the 12.5 Release
Enterprise Asset Management Version: 12.5
Date: April 2012
QAD Enterprise Applications Versions: Enterprise Edition 2009, 2009.1, 2010, 2010.1, 2011, 2011.1 and 2012; Standard Edition 2008, 2009, 2010, 2011, and 2012.
Languages Supported: English, Latin American Spanish, Castilian Spanish, Czech, Polish, French, German, Brazilian Portuguese, Simplified Chinese, Korean, Bulgarian, Hungarian.
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0955-12.5. Changes to the installation introduced by the 12.5 release are included in the updated installation guide.
Application Changes
The following enhancements have been made to EAM:
Blanket Orders
When a buyer negotiates pricing with their suppliers, a blanket order can be used to manage those purchases and to ensure that the best price is being used. To further manage the blanket, buyers establish an expiration amount and date to better control how much and how long purchases can be made against the order. An expiration e-mail notification is also sent to the buyer to provide time to renegotiate for a new blanket order.
When the spare parts storeroom is replenishing inventory, the system looks for a valid blanket order for that item and actually releases off the blanket, ensuring that the correct supplier and price are being used.
Fixed Asset Integration
A finance manager has the ability to create a fixed asset from a project. The cost captured in projects is used when capitalizing a new fixed asset from EAM to QAD’s Fixed Assets module.
Once a fixed asset is created and new costs occur, a cost adjustment or trailing charge can be processed from EAM back to the asset in QAD’s Fixed Assets module.
Project Allocation
Budgets are tightly controlled on project-related work. Projects can be broken down by specific tasks or jobs. An engineer or finance manager may need to tightly control how much spending should be allocated to each of those tasks.
Project Allocation allows a user to specify how much of the budget can be allocated to a specific task. EAM provides the flexibility to redistribute the funds from one job to another and control spending per job. Jobs can also be configured to have a parent/child relationship. In some cases, no cost can be charged to the parent job, but rather to its child or children. The engineer or finance manager can configure each level to allow or disallow spending at that specific level.
Revision Control
Revision control provides users the ability to audit changes to records and fields. The revision control feature is associated with every major module. There is also a Revision Control menu option that shows every record change in the system.
For example, if a user wants to know who changed a price on a purchase order, revisions automatically capture who made the change, when the change was made, and what the change was, showing the From and To values.
Customer-Reported Issues Resolved
The following customer-reported issues have been resolved in this release:
|
Key
|
Summary
|
Components
|
|
EAMNETS-30
|
Auto-issue flag in Requisition has a large selection area
|
Purchasing
|
|
EAMNETS-16
|
EAM Return to Vendor is not populating
|
Integration
|
|
EAMNET-3391
|
Supplier Name not refreshed on Requisition when changing the Vendor; the Requisition Document is incorrect
|
Purchasing
|
|
EAMNET-3364
|
Currency code in vendor parts browse does not use domain code to get the right record
|
Browse
|
|
EAMNET-3350
|
Change fields on PO header and the authorization status are not updated after PO authorization
|
Purchasing
|
|
EAMNET-3349
|
Standard Clauses coming from EAM to EE are not wrapping correctly in PO Maintenance (5.7)
|
Integration
|
|
EAMNET-3343
|
When adding a new authorized requisition to an ordered PO, EAM does not properly reset the PO Auth Status to "Previously Authorized".
|
Purchasing
|
|
EAMNET-3341
|
Status of re-routed Reqs/PO's not reset when "Do you have more lines to add or modify?" is set to “no”
|
Purchasing
|
|
EAMNET-3326
|
EAM should not allow vendor to be changed on a reopened PO that has been previously ordered
|
Purchasing
|
|
EAMNET-3352
|
Sales Order Acct Lookup on Site Setup incorrect
|
Other, System Administration
|
|
EAMNET-3323
|
Work Order Received Time is not formatted correctly when created from Service Request
|
General
|
|
EAMNET-3321
|
The Company name on reports is coming from the database setting rather than the site setting. Not Domain specific
|
Analysis
|
|
EAMNET-3323
|
Work Order Received Time is not formatted correctly when created from a Service Request
|
General
|
|
EAMNET-3307
|
The "Create PO When?" field cannot be edited but stops the record from saving
|
System Administration
|
|
EAMNET-3291
|
Inactive vendors in EE remain active in EAM after Vendor Download
|
System Administration
|
|
EAMNET-3305
|
Project Cost Analysis Report does not display manual GL transaction credit amount line
|
Analysis
|
|
EAMNET-3297
|
Add Simulated Cost as a sort option on the Physical Inventory Simulate Update Report
|
Analysis
|
|
EAMNET-3294
|
EAM saves PO Standard Clause and PO Text that are over 1140 characters when Registry setting ERP/Enforce Purchasing Field Sizes is enforced
|
Purchasing
|
|
EAMNET-3289
|
Domain is not part of tax rate algorithm when calculating PO taxes
|
Finance
|
|
EAMNET-3286
|
Not possible to issue inventory items for all Projects
|
Inventory
|
|
EAMNET-3281
|
Requisition Order Cost for part with valid vendor pricing incorrectly defaults from Last Cost instead of vendor price
|
Purchasing
|
|
EAMNET-3280
|
EAM allow to repost Inventory transactions to EE many times
|
Inventory
|
|
EAMNET-3268
|
Cost Analysis and Equipment Cost Detail reports in Analysis > Equipment > Equipment Cost should not have "Site" as filterable field
|
Reporting / Filtering
|
|
EAMNET-3270
|
(V 12.4.1) Service request to work order hours incorrect
|
Maintenance
|
|
EAMNET-3260
|
(V 12.4.1) Total Spent on Projects can incorrectly include tax
|
Finance
|
|
EAMNET-3256
|
Creating Employees and Users without name is allowed.
|
Maintenance
|
|
EAMNET-3250
|
Not possible to save Site Report Header field 'line 4' in site maintenance
|
General
|
|
EAMNET-3249
|
(V 12.4) Sole Source Options on Site added
|
System Administration
|
|
EAMNET-3246
|
New requisition line added with status "O" to an authorized Req. and PO already on order
|
Purchasing
|
|
EAMNET-3233
|
Consignment Transaction Report page numbers do not print and the Vendor sort is case sensitive
|
Reporting / Filtering
|
|
EAMNET-3239
|
(V 12.4.1) User name not displaying in user browse for newly created users
|
System Administration
|
|
EAMNET-3238
|
Acct No (Equip) is not validated properly in Sites > Misc tab
|
General
|
|
EAMNET-3237
|
Print Document in Purchase Orders incorrectly prints PO in Portrait layout
|
Purchasing
|
|
EAMNET-3236
|
Error: "Another User has changed this record after you opened it.” You must click <UNDO> displayed when no other user is accessing the record being modified
|
Data Entry
|
|
EAMNET-3231
|
(V 12.4) PO Status change on reopen from Cancelled is not sent to the ERP
|
Purchasing
|
|
EAMNET-3227
|
When cancelling the requisition Line on a multiple PO the Requisition Header status is updated to C instead of X
|
Purchasing
|
|
EAMNET-3226
|
Cannot sort by Vendor name in part number lookup in requisition maintenance
|
Purchasing
|
|
EAMNET-3225
|
Some vendor name and address are not printed in the Receiver Report, Vendor return and PO report
|
Reporting / Filtering
|
|
EAMNET-3223
|
No option to choose part number without active lookup icon in Inventory Usage Fifo
|
Inventory
|
|
EAMNET-3222
|
Inventory Usage Analysis bug in part No lookup
|
Inventory
|
|
EAMNET-3216
|
EAM Work Orders is not validating correctly the Time Rcv and Time Start
|
General
|
|
EAMNET-3208
|
Adding the vn_part record directly after the parts_vend does not populate the part_no field
|
Inventory
|
|
EAMNET-3207
|
Domain code issue for Equipment / Detail / Expense Site
|
Browse
|
|
EAMNET-3203
|
EAM is not looking at the correct switch to determine if Stores Requisition Authorization is utilized
|
Inventory
|
|
EAMNET-3201
|
(V 12.4) Tax rate is not working
|
Purchasing
|
|
EAMNET-3199
|
Job Control "Invalid Progress Location "
|
System Administration
|
|
EAMNET-3196
|
Requisition attached to existing ordered PO has status of P and can be received
|
Purchasing
|
|
EAMNET-3194
|
EAM receipts cannot be processed by EE's ERS Processor due to blank value in po_mstr.po_daybookset
|
Purchasing
|
|
EAMNET-3913
|
Interface defect when creating a new Product Line
|
Client UI
|
|
EAMNET-3190
|
Clicking X in Authorization Action screen still initiates routing
|
Purchasing
|
|
EAMNET-3189
|
Modify Currency does not complete if a PO Reroute should occur for an authorized PO
|
Purchasing
|
|
EAMNET-3188
|
Buyer lookup in PO is pointing to UserID instead of Em No
|
Purchasing
|
|
EAMNET-3187
|
CLONE - Undo req attachment to PO in different currency does not revert Order Cost (B) and Total Cost (B) back in requisition line browse
|
Purchasing
|
|
EAMNET-3185
|
EAM Receiving on Multi Requisition POs
|
Purchasing
|
|
EAMNET-3182
|
Reverse EAMNET-2930 which requires that Po Receipt Stock account must be type "A"
|
General
|
|
EAMNET-3181
|
Suppress the auto issue notification if the requisition header is already marked as auto issue
|
Purchasing
|
|
EAMNET-3180
|
Requisition lines are not closed properly when the PO attaches to more than one Requisition
|
Purchasing
|
|
EAMNET-3179
|
Last Vendor Cost is updated with the base currency cost instead of the vendor cost.
|
Purchasing
|
|
EAMNET-3177
|
Unable to receive PO with project (job) assigned when the requisitions are auto-issue.
|
Purchasing
|
|
EAMNET-3174
|
Simulate Update missing column headers
|
Inventory
|
|
EAMNET-3172
|
Need functionality for domain specific exchange rate
|
Purchasing
|
|
EAMNET-3166
|
Update the Name for the Job Programs with "from ERP" to identify the download refreshes.
|
System Administration
|
|
EAMNET-3165
|
Site columns duplicated with different values (and without documentation about the meaning of each site column)
|
System Administration
|
|
EAMNET-3162
|
Undo req attachment to PO in different currency does not revert Order Cost (B) and Total Cost (B) back in requisition line browse
|
Purchasing
|
|
EAMNET-3158
|
EAM adjustment comments not being saved
|
Inventory
|
|
EAMNET-3157
|
PO Copy and Requisition Copy should also copy the updated currency
|
Purchasing
|
|
EAMNET-3154
|
Remove Site from the ERP Currency download browse
|
System Administration
|
|
EAMNET-3153
|
Creating work order from PM Template's Work Orders submenu can result in wrong site
|
Maintenance
|
|
EAMNET-3150
|
Physical Inventory Simulate update does not calculate based on costing method
|
Inventory
|
|
EAMNET-3136
|
Requisition Reroute does not occur if both requisition approval and PO approval is used and the requisition is changed.
|
Purchasing
|
|
EAMNET-3132
|
EAM Work Order Print displays only one Assigned to value even when user has attached multiple Employees to Assigned to
|
Reporting / Filtering
|
|
EAMNET-3130
|
Requisitions are created for the incorrect site when switch from the default site
|
Purchasing
|
|
EAMNET-3128
|
Modify Currency does not work properly in either Requisitions nor Purchase Orders
|
Purchasing
|
|
EAMNET-3123
|
PO Integration deletes and then re-writes to cmt_det any time data is written to ERP
|
Purchasing
|
|
EAMNET-3118
|
When changing Ship To in PO, existing Tax Code on the PO gets overwritten by Ship TO's Tax Code
|
Purchasing
|
|
EAMNET-3116
|
Use EIR is not working correctly with EAM receipt GL transaction and QAD voucher transaction
|
Finance
|
|
EAMNET-3115
|
Requisition routing not working correctly with quality approver being the last
|
Purchasing
|
|
EAMNET-3111
|
If Stores Req "Planned Qty" is non-whole number, the "Issued" quantity is rounded sometimes creating negative On Hand quantity
|
Inventory
|
|
EAMNET-3110
|
The Status on the Requisition Header and the Line Status is not handled correctly if you add a requisition to a PO after it has been ordered.
|
Purchasing
|
|
EAMNET-3109
|
Issue when capitalizing trailing charges on an asset
|
Finance
|
|
EAMNET-3107
|
EAM Requisition Line Copy not working
|
Purchasing
|
|
EAMNET-3106
|
Modify Cost in Requisition line is not working correctly
|
Purchasing
|
|
EAMNET-3104
|
EAM allows to Order a PO without Lines
|
Purchasing
|
|
EAMNET-3103
|
Browse defined for the Data Type field in the Descriptor Definitions detail browse.
|
General
|
|
EAMNET-3100
|
The Stores Requisition Lists Account and sub-account are getting the wrong default values from the related equipment record
|
Inventory
|
|
EAMNET-3094
|
Part No Description are not populated in Posted GL transaction
|
Finance
|
|
EAMNET-3093
|
When new User is created and linked to Employee ID, the (user) Name field is left blank
|
System Administration
|
|
EAMNET-3092
|
Service Request - Change Status comments are not displayed anywhere
|
Maintenance
|
|
EAMNET-3090
|
Data for failure analyst "blank"
|
Browse
|
|
EAMNET-3080
|
Work Order Cost Analysis does not include Manual amount in the Total
|
Maintenance
|
|
EAMNET-3076
|
Removing the PO Prefix for ERP Options in Site makes the value ?
|
General
|
|
EAMNET-3075
|
Late Receipts report has some issue's in xml and pdf format
|
Purchasing, Reporting / Filtering
|
|
EAMNET-3071
|
Remove the Site field from the User Defined browse
|
System Administration
|
|
EAMNET-3066
|
Field Truncation for EAM-to-EE purchasing integration
|
Inventory, Purchasing
|
|
EAMNET-3064
|
ERP Download does not create the associated blank cost center properly when it is set to Analysis = None in EE
|
System Administration
|
|
EAMNET-3062
|
Modify price window in EAM 12.3 is causing price to be reset to zero
|
Maintenance
|
|
EAMNET-3060
|
Nexteer Poland Project/Job Data
|
Other
|
|
EAMNET-3054
|
PM Global update (Edit) does not have the event date field(or event) available as an updatable field
|
Maintenance
|
|
EAMNET-3053
|
(V 12.3) Context menu assigned to browse column header (right mouse button menu) shows no text labels
|
Browse
|
|
EAMNET-3040
|
PO Reopen should allow re-open of a purchase order that has receipts.
|
Purchasing
|
|
EAMNET-3039
|
(V 12.3) In all browses, the name of new filters is duplicated in the filter Drill Down
|
Browse
|
|
EAMNET-3025
|
CA832364 GL accounts not validated in Application
|
Finance
|
|
EAMNET-3011
|
The Requisition Approval Group lookup does not filter to the correct site when you switch.
|
Finance
|
|
EAMNET-2943
|
The Assigned subdetail of Work Orders does not have an Undo button.
|
Maintenance
|
|
EAMNET-2937
|
Receive from Work Order list of work orders defaults to the user's default site instead of the working site
|
Inventory
|
|
EAMNET-2926
|
Inventory Transfer Document only prints one part of the transfer when the quantity comes from different Stacks
|
Analysis
|
|
EAMNET-2920
|
KORADO issue: Global Edit Browse use a data format (mm/dd/yy) that does not correspond to the data format set for the EAM environment
|
Maintenance
|
|
EAMNET-2917
|
Stock Replenishment does not allow delete of the line if the part was edited after entry
|
Inventory
|
|
EAMNET-2819
|
The Trans Date on the Project Cost Analysis does not work correctly
|
Analysis
|
|
EAMNET-2808
|
Requisition Lines are not updated with the Vendor part number if the vendor is added/updated later
|
Purchasing
|
|
EAMNET-2792
|
Packing Slip Number on the PO Receipt screen needs to be mandatory for BME
|
Purchasing
|
|
EAMNET-2771
|
Cannot change the description on a Role
|
System Administration
|
|
EAMNET-2756
|
Password authentication does not allow you to access EAM during the grace period
|
General
|
|
EAMNET-2714
|
Stock Replenishment batch job generate records with Req No = zero and Line = 0
|
System Administration
|
|
EAMNET-2712
|
Authorization should be to the minute, not hour
|
Purchasing
|
|
EAMNET-2687
|
Return to Vendor list includes lines that have not been received.
|
Purchasing
|
|
EAMNET-2662
|
The Requisition Approval Group screen should show the Capital Limit not just the Expense Limit as it misleading
|
Finance
|
|
EAMNET-2656
|
(V 12.2) spelling mistake on quote - aware instead of awarded
|
Purchasing
|
|
EAMNET-2655
|
(V 12.2) Line Description on the quote reverts back to original description on the screen
|
Purchasing
|
|
EAMNET-2651
|
On the downtime screen OMNIA needs a 24 hour clock not a 12 hour clock
|
Maintenance
|
|
EAMNET-2646
|
Override the W/O receipt time
|
Maintenance
|
|
EAMNET-2599
|
Physical Inventory Global Add creates a Lock table overflow
|
Inventory
|
|
EAMNET-2542
|
Physical Inventory Global Add should allow add by locations
|
Integration
|
|
EAMNET-2412
|
Vendor Quote browse requires you to tab out of the expiration date to enter From Qty
|
Inventory
|
|
EAMNET-2397
|
If the system is set to Calculate Taxes = No then the tax information from the vendor should not default to the Requisition
|
Purchasing
|
|
EAMNET-2291
|
Vendor download sometimes produces error about duplicate record
|
System Administration
|
|
EAMNET-2132
|
Auto Issue receipts are not updated properly on the Cost Analysis for Equipment and Work Orders.
|
Maintenance
|
|
EAMNET-2074
|
Reported by JCI - The Mandatory Acct field from the mandatory field maintenance should be for Auto Issue parts only
|
Purchasing
|
Release Notes for the 12.4 Release
Enterprise Asset Management Version: 12.4
Date: September 2011
QAD Enterprise Applications Versions: Enterprise Edition 2009, 2009.1, 2010, 2010.1, 2011, and 2011.1; Standard Edition 2008, 2009, 2010, and 2011.
Languages Supported: English, Latin American Spanish, Castilian Spanish, Czech, Polish, French, German, Brazilian Portuguese, Simplified Chinese, Korean, Bulgarian, Hungarian.
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0955A. Changes to the installation introduced by the 12.4 release are included in the updated installation guide.
Application Changes
The following enhancements have been made to the Maintenance module:
|
•
|
WorkBench links and added fields
|
|
•
|
Enhanced Parent /Child Cost Analysis
|
|
•
|
Enhanced Down Time Calculation
|
The following enhancements have been made to the Inventory module:
|
•
|
Added Intrastat Commodity field to Part record
|
|
•
|
Additional fields for Inventory Transactions
|
|
•
|
Enhanced Stock Replenishment Features
|
The following enhancements have been made to the Purchasing module:
|
•
|
Added Intrastat fields to PO Header and Lines
|
The following enhancements have been made to the Finance module:
|
•
|
Capitalize Action in Project adds Fixed Asset to QAD EE
|
|
•
|
Enhanced Unposted G/L Calculation on Lines
|
The following enhancements have been made to the Analysis module:
|
•
|
Project Job Cost Summary
|
|
•
|
Project Activity Summary
|
|
•
|
Equipment Cost Analysis
|
|
•
|
Physical Inventory Adjustments
|
|
•
|
Create Generic Reports and Add Extra Calculated Fields to All Reports
|
|
•
|
Project Reimbursement Due
|
|
•
|
Project Supplier Payments Due
|
The following enhancements have been made to the System Administration module:
|
•
|
Enhanced Vendor Download across Domains
|
|
•
|
Added Mandatory Field functionality to PO Actions - Save & Authorize
|
|
•
|
Added Mandatory Field functionality to PO Receipt for Packing Slip
|
|
•
|
ContextSession information browse
|
|
•
|
Added Job Control jobs, including:
|
|
•
|
Run Project Cost Refresh
|
Customer-Reported Issues Resolved
The following customer-reported issues have been resolved in this release:
|
Issue
|
Description
|
Module
|
|
EAMNET-291
|
Cursor flow on maintenance screens should skip non-updatable fields.
|
Client UI
|
|
EAMNET-303
|
Using the Logoff option from the File menu loses the Home page.
|
Client UI
|
|
EAMNET-1000
|
System Sequence and User/Roles child browse New is enabled after Undo.
|
System Administration
|
|
EAMNET-1738
|
Global issue of PMs to Work orders in other than default site does not display the work orders.
|
Maintenance
|
|
EAMNET-1860
|
Changing the quantity on a requisition line updates the cost after a manual override.
|
Purchasing
|
|
EAMNET-1889
|
All of the Analysis report icons are incorrect except one.
|
Analysis
|
|
EAMNET-2023
|
JCI reported - System shows Multi-No in mail setup - should be requisition number (GUI).
|
System Administration
|
|
EAMNET-2416
|
Modify the way we handle parts with blank vendors when performing a Create Request in the Stock Replenishment module.
|
Inventory
|
|
EAMNET-2421
|
Remove Monitor settings in PM's if this feature is currently not working.
|
Maintenance
|
|
EAMNET-2475
|
Add Project to the Unposted GL Line.
|
Finance
|
|
EAMNET-2496
|
Transform the BJS "Download ALL" routine.
|
Other
|
|
EAMNET-2538
|
The logo is only printed on the first page of the RFQ documents.
|
Purchasing
|
|
EAMNET-2545
|
External Links from PM Templates should display for the Issued Work Order.
|
Maintenance
|
|
EAMNET-2589
|
Costs applied to a piece of equipment should also be applied to the parent.
|
Maintenance
|
|
EAMNET-2610
|
Inbox does not notify user of new mail without logging out and back in.
|
Home
|
|
EAMNET-2614
|
Vendor download from ERP should allow cross domain download.
|
System Administration
|
|
EAMNET-2622
|
Inbox time does not match the server time.
|
Home
|
|
EAMNET-2641
|
Downtime should be available from the WO.
|
Maintenance
|
|
EAMNET-2643
|
SSB will need a Buyer Performance report.
|
Reporting / Filtering
|
|
EAMNET-2647
|
Ship-to is populated by the bill-to download.
|
System Administration
|
|
EAMNET-2648
|
Ability to put in a from date and time and a to date and time on Downtime needed.
|
Maintenance
|
|
EAMNET-2649
|
Highlight inventory differences in the Physical inventory screen.
|
Inventory
|
|
EAMNET-2658
|
The Status codes for RFQ, PO & Req should be unique and not shared by the W/O Status codes.
|
Purchasing
|
|
EAMNET-2659
|
Add Quote subdetail to Projects.
|
Finance
|
|
EAMNET-2663
|
Services will Pursue this: V12.2 Physical inventory upload.
|
Inventory
|
|
EAMNET-2665
|
SSB requires a Variance report with values (FIFO) prior to the closing of the stock count.
|
Analysis
|
|
EAMNET-2677
|
AP Variance and Vouchered Amt is not returned correctly from EE on Project Refresh.
|
Finance
|
|
EAMNET-2681
|
A Mandatory Fields for PO Save and authorize.
|
Purchasing
|
|
EAMNET-2690
|
Stores Req List records are not closed when all the parts are issued when tied to an sales order.
|
Inventory
|
|
EAMNET-2696
|
Total Cost on Req header is zero after changing the tax setting on the Purchase Order.
|
Purchasing
|
|
EAMNET-2707
|
EAM 12.2.1 allow future receipt dates - this is inconsistent with previous EAM versions.
|
Data Entry
|
|
EAMNET-2710
|
Show proper pos/neg signs on all analysis screens.
|
Inventory
|
|
EAMNET-2715
|
It is possible to copy cancelled requisition with status P with line items with status X.
|
Purchasing
|
|
EAMNET-2720
|
Taxes are not refreshed on the Purchase Order when changed on the requisition.
|
Purchasing
|
|
EAMNET-2727
|
Allow close of stores Requisitions where the lines are complete but the header is not marked as complete.
|
Maintenance
|
|
EAMNET-2729
|
The Requisition Header and Purchase Order is not closed when you close a requisition line.
|
Purchasing
|
|
EAMNET-2732
|
Vendor should be required before authorization is allowed.
|
Purchasing
|
|
EAMNET-2733
|
Physical Inventory does not update Inventory Quantities properly.
|
Inventory
|
|
EAMNET-2745
|
Period validation in Unposted GL should not occur until the record is saved.
|
Finance
|
|
EAMNET-2757
|
Values missing for Ext PO Cost on SE/EE reports for purchase orders.
|
Purchasing
|
|
EAMNET-2758
|
Stores Requisition Approvals is not available.
|
Maintenance
|
|
EAMNET-2761
|
Inventory SOH does not match with the Location SOH.
|
Inventory
|
|
EAMNET-2764
|
Vendor contact inquiry shows no contacts.
|
Purchasing
|
|
EAMNET-2766
|
Workflow messages are only being delivered if the user signs off and back on again.
|
Home
|
|
EAMNET-2768
|
If the Quote lines were awarded to different vendors the Print Document produces one Request for Quote for all of the vendors. Plus the logo only prints on the first page.
|
Analysis
|
|
EAMNET-2770
|
The Consigned system filter does not work.
|
Reporting / Filtering
|
|
EAMNET-2774
|
On creation of PO from requisition for site other than default, when trying to put on PO order nothing appears as the site defaults to the user site.
|
Purchasing
|
|
EAMNET-2775
|
The Rand/Dollar conversion on PO Receipts is not working. This is causing huge Forex gains and losses and is an urgent problem.
|
Purchasing
|
|
EAMNET-2776
|
Do not allow backdating of transactions into a period that is closed in QAD.
|
Finance
|
|
EAMNET-2778
|
The exchange rates should be downloaded from QAD automatically. Daily with a batch job.
|
System Administration
|
|
EAMNET-2779
|
Display the correct sign of the transaction on all analysis views.
|
Inventory
|
|
EAMNET-2780
|
Report layouts have been overwritten by upgrade.
|
Other
|
|
EAMNET-2781
|
Documentation required for the Report Designer.
|
System Administration
|
|
EAMNET-2782
|
Navigation of GL calendar not working correctly.
|
Finance
|
|
EAMNET-2785
|
Unposted GL Transactions - subaccount drop down blank, and allows invalid account string combinations.
|
Finance
|
|
EAMNET-2790
|
When changing the status of a stores req to Closed, should not validate order.
|
Maintenance
|
|
EAMNET-2791
|
Need data correction to close stores reqs where all lines are fully shipped.
|
Maintenance
|
|
EAMNET-2795
|
Add additional fields to Inventory Transaction History module.
|
Analysis
|
|
EAMNET-2798
|
Languages master has been overwritten on production with the upgrade.
|
System Administration
|
|
EAMNET-2800
|
Add the requisition line description to the inventory transaction history browse.
|
Inventory
|
|
EAMNET-2802
|
User 2762 (Adriaan vd Westhuizen) has not received any inbox messages since his inbox was cleared by Chrstian.
|
Home
|
|
EAMNET-2804
|
Can't change cost on requisitions.
|
Purchasing
|
|
EAMNET-2813
|
Using copy on requisition lines does not re-enable the requisition header browse.
|
Purchasing
|
|
EAMNET-2816
|
Requisition document has Auto Issue? No for auto-issue requisition.
|
Analysis
|
|
EAMNET-2817
|
Job spending limits should not exceed the parents spending limit.
|
Finance
|
|
EAMNET-2822
|
Saving a purchase order after initial creation zeroes out the Total Cost (B) on the PO header and the Total Cost on the Req header.
|
Purchasing
|
|
EAMNET-2826
|
Accounts in Req header created from Stock Replenishment are Expense Accounts.
|
Inventory
|
|
EAMNET-2827
|
The Planned amount is not updated on work orders when a requisition is added.
|
Maintenance
|
|
EAMNET-2838
|
Lookups for Vendor and Parts on the Stock Replenishment Lines do not function for alternate sites.
|
Inventory
|
|
EAMNET-2839
|
Stock Replenishment batch job creates more replenishment lines than Global Add on the browse.
|
Inventory
|
|
EAMNET-2840
|
Files in the proxy.pl may be compiled with an incompatible version of Progress.
|
Other
|
|
EAMNET-2847
|
You should not be able to change requisition or requisition lines that are attached to a locked PO.
|
Purchasing
|
|
EAMNET-2849
|
Junior buyers are allowed to change the vendor on a approved purchase order.
|
Purchasing
|
|
EAMNET-2850
|
You are allowed to overspend a job if you process 2 lines for the same job on a PO.
|
Purchasing
|
|
EAMNET-2858
|
Vendor return does not re-open a requisition line if something has invalidated the line information.
|
Purchasing
|
|
EAMNET-2872
|
Project refresh does not apply taxes correctly to the Job Tax Cost.
|
Finance
|
|
EAMNET-2874
|
When a requisition is copied there are problems and EAM does not copy the lines on the original.
|
Purchasing
|
|
EAMNET-2876
|
Quote function generates new requisition instead of updating existing one.
|
Purchasing
|
|
EAMNET-2877
|
Add the Intrastat Commodity Code to parts records.
|
Inventory
|
|
EAMNET-2879
|
Add mandatory fields to PO Save.
|
Purchasing
|
|
EAMNET-2882
|
Batch Job Downall got error messages and stopped running.
|
System Administration
|
|
EAMNET-2885
|
Do not allow any future date on the Po Receipts Receive Date.
|
Purchasing
|
|
EAMNET-2887
|
The External Cost and Total Spent on Project Refresh has the incorrect cost when the PO has taxes.
|
Finance
|
|
EAMNET-2888
|
CLONE - Junior buyers are allowed to change the vendor on a approved purchase order.
|
Purchasing
|
|
EAMNET-2890
|
Ship Date does not print correctly on the PO Receiver document.
|
Analysis
|
|
EAMNET-2891
|
Return to Vendor cancels the PO in EE instead of re-opening it.
|
Purchasing
|
|
EAMNET-2893
|
Activities maintenance does not allow entry of the GL codes.
|
Finance
|
|
EAMNET-2896
|
Report conversion tool not in EAM 12.3 media and it doesn't work.
|
Form Designer
|
|
EAMNET-2899
|
Labor Post allows over spend on projects because it does not add the Project Committed amount to the spent.
|
Finance
|
|
EAMNET-2901
|
Additional fields for Intrastat information.
|
Purchasing
|
|
EAMNET-2907
|
Fixed Asset Integration.
|
Finance
|
|
EAMNET-2911
|
Receive error trying to re-save a purchase order where the currency has been changed from the vendor's currency.
|
Purchasing
|
|
EAMNET-2919
|
Return to vendor does not always reopen the requisition lines.
|
Purchasing
|
|
EAMNET-2921
|
Purchase Order create should automatically recognize that the Country of a vendor is part of the European Union.
|
Purchasing
|
|
EAMNET-2924
|
Add Mandatory field option for Packing Slip for Receipts.
|
Finance
|
|
EAMNET-2925
|
Return to vendor should use the Domain setting for Receiver number setting and populate the Requisition field for receipt records.
|
Purchasing
|
|
EAMNET-2927
|
EAM NetUI 'logoff' does NOT reset some session variables thus causing abnormal behavior when next user has different language.
|
Client UI
|
|
EAMNET-2933
|
Work order created from the Job subdetail does not increment the work order sequence number.
|
Finance
|
|
EAMNET-2938
|
Requisition and PO Print do not handle cancelled lines the same and the total contains the cost of the canceled lines.
|
Analysis
|
|
EAMNET-2939
|
Requisition Total and PO total should be updated if a requisition line is cancelled.
|
Purchasing
|
|
EAMNET-2940
|
Column labels and Field Picker for Site browse needs the descriptive labels for Account, SubAcct, etc.
|
General
|
|
EAMNET-2941
|
Receive from Work Order causes the On Order quantity of the Part to go negative.
|
Inventory
|
|
EAMNET-2950
|
When you award a quote generated from a requisition, the system is hanging and will not move to next session.
|
Purchasing
|
|
EAMNET-2951
|
Purchase Orders, Requisitions and Requisition Lines do not display correctly if the Cost of the Req Line is too large.
|
Purchasing
|
|
EAMNET-2957
|
Job lookup on the Add New Fixed Asset should be filtered to the working site or Project.
|
Finance
|
|
EAMNET-2961
|
Create enhanced Physical Adjustment Report.
|
Inventory
|
|
EAMNET-2983
|
ERP Terms Download does not update descriptions.
|
Purchasing, System Administration
|
|
EAMNET-2985
|
Incorrectly receive message that the Period is not open when there are taxes on the PO.
|
Purchasing
|
|
EAMNET-2986
|
Purchase is misspelled on the message that displays when you try to Authorize a PO that has already been authorized.
|
Purchasing
|
|
EAMNET-2987
|
System Sequence and User/Roles child browse New is enabled after Undo.
|
System Administration
|
|
EAMNET-2988
|
Cannot unselect fields on the Requisition ReRoute/Notify fields maintenance.
|
System Administration
|
|
EAMNET-2992
|
Labels on the right click menu for browse lines are not translated.
|
Browse
|
|
EAMNET-2993
|
Create browse for ContextSession information with actions to Unregister/Global Unregister idle sessions.
|
Browse
|
|
EAMNET-2995
|
If PO is on order, vendor cannot be changed.
|
Purchasing
|
|
EAMNET-2996
|
Upgraded systems are not getting the default column settings for new browses.
|
Browse
|
|
EAMNET-2998
|
The Depreciate Value does not default from the Fixed Asset Class properly.
|
Finance
|
|
EAMNET-3000
|
Receive currency conversion error on requisition lines using price schedules.
|
Purchasing
|
|
EAMNET-3001
|
PO Reopen does not allow the buyer to re-open purchase orders that have been authorized.
|
Purchasing
|
|
EAMNET-3004
|
pick schedule price of primary vendor part in Stock Replenishment.
|
Inventory
|
|
EAMNET-3008
|
PO Integration is not populating the exchange rates in the pvod_det table for EE on Returns.
|
Purchasing
|
|
EAMNET-3014
|
Requisition Total in vendor currency needs to be updated if a requisition line is cancelled.
|
Purchasing
|
|
EAMNET-3015
|
We should not allow a negative Inventory Issue.
|
Inventory
|
|
EAMNET-3017
|
Changing the Employee number on a User record produces and error.
|
System Administration
|
|
EAMNET-3030
|
Using the Logoff option from the File menu loses the Home page.
|
Client UI
|
|
EAMNET-3058
|
Project and job not updating planned purchase and received material correctly.
|
Purchasing
|
|
EAMNET-3061
|
PO Receipts should be based on the current exchange rate - unless the PO is a fixed rate PO.
|
Purchasing
|
|
EAMNET-3069
|
Labor Post allows over spend to the Project Committed amount.
|
Finance
|
|
EAMNET-3072
|
Return to vendor should use the Domain setting for Receiver number setting and populate the Requisition field for receipt records.
|
Purchasing
|
|
EAMNET-2431
|
You are stuck in a loop on Requisition Lines when switching from a stock part to a non stock part.
|
Purchasing
|
|
EAMNET-2759
|
The Find Fields on the browsers do not correctly get overwritten when highlighted and typed over.
|
Browse
|
|
EAMNET-2760
|
Cursor does not left or right justify which you click into the field to enter data. Can lead to blank data.
|
Data Entry
|
|
EAMNET-2875
|
PO Cost is displayed as ? mark in Voucher Maintenance for EAM receipt.
|
Integration
|
|
EAMNET-2953
|
The Planned work order costs are not correct on the Cost Analysis subdetail.
|
Maintenance
|
|
EAMNET-2955
|
Required Date does not print on Stores Requisition.
|
Reporting / Filtering
|
|
EAMNET-2956
|
Add Status Description to the available fields for columns on the Service Request browse.
|
Maintenance
|
|
EAMNET-2997
|
Selecting a Job from the Job lookup does not return a value on the Capitalize dialog for Projects.
|
Purchasing
|
|
EAMNET-3006
|
Add warning message when placing a PO On Order if the Bill To or Ship To is not valid in the ERP.
|
Purchasing
|
|
EAMNET-3060
|
Nexteer Poland Project/Job Data.
|
Other
|
|
EAMNET-3076
|
Removing the PO Prefix for ERP Options in Site makes the value ?
|
General
|
Release Notes for the 12.3 Release
Enterprise Asset Management Version: 12.3
Date: March 2011
QAD Enterprise Applications Versions: 2009 Enterprise Edition, 2009.1 Enterprise Edition, 2010 Enterprise Edition, 2010.1 Enterprise Edition, 2008.0 Standard Edition, 2009.0 Standard Edition, and 2010.0 Standard Edition, 2011 Enterprise Edition, 2011 Standard Edition.
Languages Supported: English, Latin American Spanish, Castilian Spanish, Czech, Polish, French, German, Brazilian Portuguese, Simplified Chinese, Korean.
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0812E. Changes to the installation introduced by the 12.3 release are included in the updated installation guide.
Application Changes
Additional .NET Transformations
Site Maintenance, User Maintenance, Employee Maintenance, System Control Maintenance, Sequence Maintenance, Job Control Maintenance, and the EAM Registry are now available in the .NET interface. Roles will need to be updated to access the new browse
Data Downloads from an ERP
Projects and Vendors can now be downloaded to a different domain.
Analysis
Additional fields have been added to the Inventory for All Sites report.
Finance
The Project/Job, Equipment, and Work Order designations have been moved to the transaction lines for more posting flexibility
Customer-Reported Issues Resolved
The following customer-reported issues have been resolved in this release:
|
Issue Reference
|
Summary
|
Functional Menu
|
|
EAMNET-291
|
Cursor flow on maintenance screens should skip non-updatable fields
|
Client UI
|
|
EAMNET-1387
|
Consigned inventory PO Receive is not posted correctly
|
Purchasing
|
|
EAMNET-1738
|
Global issue of PMs to Work orders in other than default site does not display the work orders.
|
Maintenance
|
|
EAMNET-1889
|
All of the Analysis report icons are incorrect except one
|
Analysis
|
|
EAMNET-1970
|
Job number format is not stored properly and loses its parent/child relationship
|
Finance
|
|
EAMNET-2192
|
Scheduled Payment SO allows user to ship the same line multiple times
|
Finance
|
|
EAMNET-2200
|
BJS stuck in running. Requisition table appears locked.
|
System Administration
|
|
EAMNET-2277
|
Project Delete says that the record has been changed and does not allow delete.
|
Finance
|
|
EAMNET-2347
|
Requested changes from Ball for their custom Stock Replenishment
|
Analysis
|
|
EAMNET-2432
|
Buyer on a Requisition Line created from Stock Replenishment does not display the buyer name correctly
|
Purchasing
|
|
EAMNET-2495
|
Update how email is generated for the Orig Notify and Notify fields in Service Request to match v11x functionality
|
Maintenance
|
|
EAMNET-2518
|
Entries for Spending Estimate on Jobs should be rolled up to the Spending Estimate and Estimate to Complete on the part Jobs and Projects
|
Finance
|
|
EAMNET-2521
|
Add available fields to Inventory for all Sites
|
Analysis
|
|
EAMNET-2529
|
Purchase Order browse does not display for working site from Requisitions
|
Purchasing
|
|
EAMNET-2534
|
Improve performance of the Purchase Receipts
|
Purchasing
|
|
EAMNET-2537
|
Vendor Returns for Consigned parts are not processed correctly
|
Purchasing
|
|
EAMNET-2554
|
Cannot delete or copy a Role
|
System Administration
|
|
EAMNET-2564
|
Only valid accounts should display in the Account lookup if a Cost Center has already been entered on Req header
|
Purchasing
|
|
EAMNET-2592
|
The Issue dialog for Consigned parts does not display the To Site for lookups.
|
Inventory
|
|
EAMNET-2593
|
Stores Requisition List changes the site on the line during the Save if the part is in both the Source Site and Stores Requisition site.
|
Inventory
|
|
EAMNET-2595
|
Stores Requisition List records are not closed when all the parts are issued when tied to an sales order.
|
Inventory
|
|
EAMNET-2597
|
Receipts by Vendor report does not return a report for Project No = “is not blank”
|
Analysis
|
|
EAMNET-2600
|
AP Variance and Vouchered Amt is not returned from EE on Project Refresh
|
Finance
|
|
EAMNET-2601
|
Return to Vendor PO-Ret GL does not post when the PO has taxes.
|
Purchasing
|
|
EAMNET-2602
|
If Re-Route is designated for the Vendor field on Requisitions if you change the vendor on the purchase order it should be re-routed.
|
Purchasing
|
|
EAMNET-2606
|
Project Activities does not allow entry of the Expense Site or account information
|
Finance
|
|
EAMNET-2607
|
The GL post for Project/Job does not include the Job on the GL transaction
|
Finance
|
|
EAMNET-2609
|
GL Validation via FIN API
|
Integration
|
|
EAMNET-2611
|
PO Order does not send notification to Notify on the Project when a Job reaches the Warning Limit
|
Purchasing
|
|
EAMNET-2615
|
Allow Project download across domains
|
System Administration
|
|
EAMNET-2616
|
Work Order Issue dialog should default the part's quantity to zero
|
Maintenance
|
|
EAMNET-2617
|
The transaction for return to vendor is not created for EE nor SE
|
Purchasing
|
|
EAMNET-2620
|
External email is not delivered
|
System Administration
|
|
EAMNET-2621
|
Purchase Order Print should print "Planned" on the form if the PO or attached Req has not been approved.
|
Analysis
|
|
EAMNET-2623
|
PO Integration is not populating the exchange rates in the pvod_det table for EE
|
Purchasing
|
|
EAMNET-2625
|
Rename Equipment action does not rename the equipment value if the equipment is used as a parent.
|
Maintenance
|
|
EAMNET-2627
|
Role Copy does not copy the values.
|
System Administration
|
|
EAMNET-2630
|
PO Reopen does not re-open purchase orders that have been authorized.
|
Purchasing
|
|
EAMNET-2642
|
Navigation of the accounts for the sub-accounts is not working properly when doing any changes.
|
Finance
|
|
EAMNET-2650
|
I can delete a Req Appr Group that is already assigned to a user
|
Purchasing
|
|
EAMNET-2653
|
V12.2 Total cost in vendor currency for Requisitions is incorrect
|
Purchasing
|
|
EAMNET-2669
|
Error message received when doing a global issue on work orders
|
Maintenance
|
|
EAMNET-2671
|
if a requisition is created for a site other than the default site, after submitting the req for approval, the routing screen comes up blank
|
Purchasing
|
|
EAMNET-2672
|
The domain for the downloads switches
|
System Administration
|
|
EAMNET-2673
|
Fix project 10B0105C - Data fix
|
Finance
|
|
EAMNET-2674
|
Receiver Print only shows 1 line but 2 lines were receipted
|
Purchasing
|
|
EAMNET-2676
|
Material Account and Sub Account do not default properly on the Issue dialog for work orders.
|
Maintenance
|
|
EAMNET-2680
|
The qad/downall.p batch job does not download currency records
|
System Administration
|
|
EAMNET-2683
|
Requisition Line does not allow auto issue to be reselected
|
Purchasing
|
|
EAMNET-2684
|
PO Approval does not use the buyer limits to force reroute
|
Purchasing
|
|
EAMNET-2688
|
GL Post for auto issue and both sides of the RTV GL post do not post for nonstock with blank part numbers.
|
Purchasing
|
|
EAMNET-2690
|
Stores Req List records are not closed when all the parts are issued when tied to an sales order.
|
Inventory
|
|
EAMNET-2692
|
If GL account is not a project account in QAD, do not validate project with the account when performing GL FIN API validation
|
Finance
|
|
EAMNET-2708
|
Use the In ERP flag on GL transactions to denote transactions that were uploaded to EE
|
Finance
|
|
EAMNET-2713
|
BJS assign PR with no#0 for each request which is BJS output
|
System Administration
|
|
EAMNET-2716
|
Currency download allows multiple exchange rates
|
System Administration
|
|
EAMNET-2718
|
Allow user to cancel transaction if there is not current exchange rate during PO Receipts.
|
Purchasing
|
|
EAMNET-2722
|
Project must have expense accounts before it can be used;reverse change of EAM-NET 2692
|
General
|
|
EAMNET-2731
|
Language code sent to EE for POs is incorrect.
|
Purchasing
|
Release Notes for the 12.2 Release
Enterprise Asset Management Version: 12.2
Date: November 2010
QAD Enterprise Applications Versions: 2009 Enterprise Edition, 2009.1 Enterprise Edition, 2010 Enterprise Edition, 2010.1 Enterprise Edition, 2008.0 Standard Edition, 2009.0 Standard Edition, and 2010.0 Standard Edition.
Languages Supported: English, Latin American Spanish, Castilian Spanish, Czech, Polish, French, German, Brazilian Portuguese, Simplified Chinese
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0812D. Changes to the installation introduced by the 12.2 release are included in the updated installation guide.
Application Changes
EAM’s Cost Analysis captures the total cost associated to a project broken down by material, contractor, and labor. Cost Analysis has been further enhanced so that an activity code can be associated at each job level. An activity is a user-defined code that can represent a more descriptive type of cost, such as travel expenses or administrative cost. This allows greater granularity in cost tracking. All activities can be reported on individually, so that, for example, aggregate travel expenses or administrative costs for a project can be analyzed.
In addition, two other cost fields have been added: Labor Burden and AP Variance.
|
2
|
Request for Quotation (RFQ) Module
|
The new RFQ module provides a tool for the MRO buyer to process quotes to multiple suppliers. Bid price, bid price expiration date, quantity, delivery date is some of the information captured in the RFQ module. If a supplier is bidding is located in another country, EAM will convert the supplier price and display it in the base currency set for the system.
If there are multiple suppliers and the buyer wants to split the bid, this can be done by indicating the quantities to award to each supplier that will fulfill the requirement for the quote. Splitting a bid may be required if one supplier doesn’t have the required quantity by the expected delivery date, for example.
A purchase requisition is not required to create a quote.
In the stock replenishment module, a user can create a quote, pulling in all line item details and populates the quote directly into the quote module.
Descriptors are user-configurable fields that can be associated with equipment and/or inventory records. The type of field (text, decimal, date), its length, field label, and order are all user-configurable.
Descriptors are printable. There is now an option to include them with the Work Order and Purchase Order documents.
|
4
|
New Maintenance Function: Downtime
|
In the Maintenance module, Downtime associated to Equipment and the Work Order module.
|
5
|
New Global Function: External Links
|
External links enables a user to link external documents, URLs, etc. to a record. It is available throughout the product.
Customer-Reported Issues Resolved
The following customer-reported issues have been resolved in this release:
|
Issue Reference
|
Summary
|
Functional Menu
|
|
EAMNET-1469
|
Several fields on the Jobs detail screen are not validated
|
Finance
|
|
EAMNET-1737
|
PO Copy does not correctly copy the requisition and requisition lines
|
Purchasing
|
|
EAMNET-1947
|
The Receiver number prefix is not working correctly
|
Purchasing
|
|
EAMNET-2200
|
Batch Job Scheduler stuck in running. Looks like the Requisition table is locked.
|
System Administration
|
|
EAMNET-2336
|
Several browses in Inventory where the Print and Export to Excel are not available
|
Client UI
|
|
EAMNET-2337
|
Several browses in Maintenance and Finance where the Print and Export to Excel are not available
|
Client UI
|
|
EAMNET-2382
|
If you do not Refresh the project Requisitions do not warn you if are about to overspend on a Project
|
Purchasing
|
|
EAMNET-2387
|
If you do not enter the year made correctly on Equipment Save does not give you an error or save the record
|
Maintenance
|
|
EAMNET-2395
|
The Original Notify description field does not clear if you blank out the entry field on Service Requests
|
Maintenance
|
|
EAMNET-2413
|
PO Reopen does not reopen canceled orders
|
Purchasing
|
|
EAMNET-2415
|
Vendor lookup on Equipment Asset tab does not function
|
Maintenance
|
|
EAMNET-2443
|
If you select Link to Equip on a PM Template after you enter the Equipment the account codes are not populated.
|
Maintenance
|
|
EAMNET-2449
|
The Purchase Order upload to EE does not work properly when there is more than one Requisition attached to the purchase order in EAM
|
Purchasing
|
|
EAMNET-2464
|
In User Maintenance, the Requisition Approval Group lookup does not display values for Sites other than the default site.
|
System Administration
|
|
EAMNET-2465
|
The validation for Tax Rate does not consider the domain.
|
Finance
|
|
EAMNET-2474
|
AP Variance and Vouchered Amt is not returned from EE on Project Refresh
|
Finance
|
|
EAMNET-2489
|
Work orders created from Equipment data entry are created in the user's default site instead of the working site
|
Finance Maintenance
|
|
EAMNET-2490
|
Cannot delete a Project
|
Finance
|
|
EAMNET-2494
|
Equipment Type does not have a lookup in Labor History Filter editor dialog
|
Maintenance
|
|
EAMNET-2500
|
Enhance Stores Requisition List to allow partial issue
|
Inventory
|
|
EAMNET-2502
|
Creating a Stores Requisition from a Work Order does not default the site, equipment nor accounts properly
|
Maintenance
|
|
EAMNET-2503
|
GL Post will post to the last open period if current period not open
|
Finance
|
|
EAMNET-2504
|
Receipt entry should check for duplicate receiver numbers before system assigning a number.
|
Purchasing
|
|
EAMNET-2505
|
If you click Save on the Detail screen after returning from the Expense Accounts subdetail on projects you receive a message that someone else has updated the record.
|
Finance
|
|
EAMNET-2507
|
Project Maintenance - Changes from sub detail cause a save-row-changes error on the data entry
|
Finance
|
|
EAMNET-2508
|
Total Cost in vendor currency for Requisitions does not display properly
|
Purchasing
|
|
EAMNET-2511
|
Stores Requisition List pick up the site of the stores requisition rather than the source site.
|
Inventory
|
|
EAMNET-2512
|
Inventory Issue always uses the default site rather than the issue site when for a project.
|
Inventory
|
|
EAMNET-2518
|
Entries for Spending Estimate on Jobs should be rolled up to the Spending Estimate and Estimate to Complete on the part Jobs and Projects
|
Finance
|
|
EAMNET-2533
|
Stores Requisition List inventory part lines are not closed when all the parts are issued.
|
Inventory
|
|
EAMNET-2536
|
Add Consignment Order functionality to the Purchase Order Print
|
Analysis
|
|
EAMNET-2541
|
The Inventory with Location Report does not filter the location and quantities correctly
|
Analysis
|
|
EAMNET-2543
|
Mail Group is not site specific, remove the Site drop down from the Mail Group browse.
|
General
|
|
EAMNET-2559
|
A blank Receiver number is assigned during PO Receipts if the Receiver Prefix field in Domain is blank
|
Purchasing
|
Release Notes for the 12.1 Release
Enterprise Asset Management Version: 12.1
Date: April 2010
QAD Enterprise Applications Versions: QAD 2009 Enterprise Edition
Languages Supported: English, Latin American Spanish
Installation Changes
Installation Guide: QAD Enterprise Asset Management has been updated and revised. The new item number is 78-0812C. Changes to the installation introduced by the 12.1.0 release are included in the updated installation guide.
Application Changes
Horizontal approval requires a financial approver, rather than just a departmental approval like the cost center-based, account-based, and user-based methods do. You still include a departmental person but the routing changes from a departmental approver to a financial approver. The financial approver must be the final approver.
EAM 11.x had two types of requisition modules: a single requisition and a multi-line requisition. EAM 12.1.0 now only offers a multi-line requisition. A user has the ability to create a single requisition header record and one or more lines are added to purchase stock, non-stock, and contractor service type items. Only a single vendor is allowed on a requisition header.
|
3
|
Sale of Spares from a Stores Requisition List
|
This function enables spare parts to be sold from a stores requisition list. For example, a manufacturer could build a tool for a customer that is then shipped and invoiced to the customer. Spare parts could also be included with the tool that are issued from the manufacturer spare parts store room. These parts are issued from the Stores Requisition module and are lined to a Sales Order from QAD ERP, which is where the invoicing will take place to the customer. Typically, this function is used with Projects.
|
4
|
Part Copy Feature (Site to Site)
|
Under Action in Inventory, a user can copy a part from one site to another. This feature does not allow a user to modify the part number or description to maintain consistency between sites.
Maintenance Priority codes can be set to send out pager alerts to technicians. This enables users who are away from a computer to receive mail notification regarding a critical piece of equipment that may be out of service.
A user now can establish an estimated Duration in Days for each PM template. This data will then create a “completion date” on the PM work order when the PM is issued. This date calculates using the start date plus the Duration to create a completion date. This data is very useful for supervisors to evaluate if the technicians are completing the work in the appropriate amount of time.
|
7
|
More User-Defined Fields
|
Additional user-defined fields have been added to the Maintenance module.
|
8
|
Projects that now support Customer-Funded and Engineer-to-Order type projects
|
In EAM 11.1, engineers were able to track Expense or Capital type projects. EAM 12.1.0 offers project engineers the ability to manage Customer-Funded or Engineer-to-Order (ETO) projects. You may find customers interchange these two terms.
An example of Engineer-to-Order project is where the manufacturer will build a product per their customer’s specifications. The product is then shipped and invoiced to the customer.
A Customer-Funded project is one on which a customer will provide the funds to engineer and produce a product. This product will end up being owned by the customer, but the manufacturer will maintain it and use it in production to produce a product for that customer. This is more commonly seen in the automotive industry, where they may fund the manufacturer to create a tool.
In both examples, the customer funded these projects. It is critical to accurately track and initiate payment requests from suppliers for ETO or customer-funded projects. The engineer needs real-time visibility to the invoicing or funding side of the project.
The existing EAM Project solution already offered real-time cost tracking for materials (internal and external), labor cost, and contractor cost. The module has been enhanced to set up payment schedules and trigger an invoice event by alerting the engineer through e-mail when it is time to process an invoice.
EAM did not add native invoicing capability, but instead took advantage of the existing Sales Order/Invoicing capabilities that QAD Enterprise Edition offers and provided an interface between EAM’s Projects module and the Enterprise Edition Sales Order Ship functionality.
Based on the supplier’s payment schedule, EAM triggers automatic notification to initiate an invoice from the ERP. This ensures the project is being properly funded and an engineer is able to carefully monitor in real-time the project profitability, unfunded amounts, write-offs, and so on.
User Interface Upgrade
EAM 12.1.0 offers an upgraded user interface. Some functions were not ported over to the new interface this release. These include:
|
•
|
System Control Maintenance and System Site Maintenance
|
These functions remain available in EAM 12.1.0, but are implemented through the older EAM 11.1 interface.
The following functions were available in EAM 11.1 and are not available in EAM 12.1.0:
|
•
|
Blanket Purchase Orders
|
|
•
|
Production Driven Maintenance.
|
