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Release Notes for the 12.5.1 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