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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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