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    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:
    PM Compliance
    PM vs CM Work Order
    Planned vs Unplanned Work Order
    Planned vs Unplanned Labor
    Current PM vs CM Work Order Backlog
    YTD Work Order Statistics
    Maintenance Backlog
    Work Order
    Labor
    Work Order Avg Days Open
    Current PM vs CM Work Order Backlog
    Work Order Current Statistics
    Maintenance Work Orders
    Top Failure Count
    Priority WO Count
    Service Request Count
    YTD Service Request Statistics
    Open Service Request Trend
    Maintenance for Departments
    Priority Work Orders
    Work Order Backlog
    Labor Backlog
    Work Order Backlog Average Days Open
    Maintenance Cost
    Top Equipment Cost
    Maintenance Cost
    Equipment Availability
    Top Equipment by MTBF
    Top Reasons Downtime
    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:
    Quotes
    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
    Descriptors to Prints
    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:
    Refresh Accounts
    Refresh Cost Centers
    Refresh Sub Accounts
    Refresh Projects
    Refresh Vendors
    Refresh Currency
    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
    1
    Project Accounting
    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.
    3
    Descriptors
    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
    1
    Horizontal Approval
    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.
    2
    Requisitions
    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.
    5
    Alerts
    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.
    6
    PM Duration
    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:
    Batch Job Routines
    Batch Job Scheduler
    System Control Maintenance and System Site Maintenance
    User-Defined Mail
    System Registry
    Sequence 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:
    Warranty Maintenance
    Expert Repair System
    Inventory Master
    Revision Control
    Downtime
    Blanket Purchase Orders
    Quotes
    Production Driven Maintenance.



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