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Operational Enhancements
This release includes significant enhancements to the Retrobilling feature of Customer Scheduled Orders.
Retroactive billing—or retrobilling—provides a way to manage new part pricing agreements between manufacturers and their customers after shipments have taken place and invoices have been processed.
For example, retrobills are useful in Enterprise Edition when:
Commodity prices fluctuate because of price volatility for raw materials.
Engineering changes require the customer and supplier to renegotiate part prices.
Customers expect manufacturer productivity gains to result in downward price adjustments as quantities produced increase.
Customers must have the parts before price negotiations are completed.
In QAD 2013 EE, retrobilling functionality has been upgraded in the following areas:
Retrobill invoices now provide detailed information.
New functionality lets you automatically create retrobills based on a scheduled order price list and generate pending invoices for selected order lines.
Display Details for Retrobill Invoice
Previously, invoices based on retrobills included limited information—a single line with the total extended price change. It was sometimes difficult for customers to match the price changes back to their references.
Programs that print invoices have been updated to provide more detailed retrobill-related information to help customers match the amended charges with the original invoices and with their own references. Information includes the original invoice number and price, identifier and price of the current and any previous amendment, customer reference, and so on.
Detailed retrobill information is available in the output of the following programs:
Pending Invoice Print
Invoice Post and Print
Invoice Print or Reprint
A field in the new Retrobill Control program, Print Retrobill Invoice Detail, determines whether your system prints the additional details on invoices.
Automatically Create Retrobills and Pending Invoices
Previously, all retrobilling processes were manual. Each retrobill amendment was created individually in Retrobill Maintenance and processed in Retrobill Report, and there was no way to link price updates with scheduled order price lists. As Enterprise Edition users began to require an increasing number of retrobills, this solution became insufficient to meet their needs.
In QAD 2013 EE, a new Retrobill Auto Create ( function lets you select invoices based on ranges of ship-from address, item number, ship date, invoice date, and so on. The system uses the specified retrobill price list to determine price changes required for the selected invoices.
A Memo Per field lets you control how the system creates pending invoice lines:
PO: A single consolidated line is created.
Item: A separate invoice line is created for each line item.
Inv: A separate line item is created for each selected invoice.
The program includes a simulation mode option (the Create Amendments field), letting you review the effects of the selection criteria before creating the price amendments.
A Create Memos option lets you generate pending invoices from the same function, without using Retrobill Report.
Note: The new upgrades also support international Legal Document features. If Maintain Operation Type in Tax Usage is Yes in Legal Document Control, Create Memos does not display in Retrobill Auto Create. Instead, the system displays Create Complementary SO and Create Credit SO along with a Tax Usage field. This feature was previously available in Retrobill Report.
To prevent the system from selecting specific invoices for retrobilling, you can identify them in the new Retrobill Include/Exclude Invoice function.
Note: The new auto-create process is optional. You can continue to use Retrobill Maintenance and Retrobill Report to create and process retrobills manually. Existing programs have been modified in a few areas to be consistent with the new capabilities:
Instead of manually entering an Amendment Number in Retrobill Maintenance, you now specify an NRM sequence ID in the new Retrobill Control program. If you leave Amendment Number blank, the system generates a number. (This feature was added to support the auto-create function.)
The Memo Per Item field in Retrobill Maintenance has been relabeled as Memo Per. Instead of being a logical field, Memo Per includes the same three options available in Retrobill Auto Create. The value defaults from Retrobill Control.
For retrobills generated in Retrobill Auto Create, you can only perform limited functions in Retrobill Maintenance:
Modify the values in Reason Code, Memo Per, and Comments.
Delete the retrobill order or an amendment to a scheduled order line.
Retrobill Report makes the following validations:
You cannot process a retrobill order if another unprocessed auto-created retrobill order exists for the same sold-to address.
A warning displays if Create Memos is Yes and another unprocessed manual retrobill order exists for the same sold-to with an earlier effective date.
New Programs
New Programs for Retrobilling lists the new programs for retrobilling.

New Programs for Retrobilling
Retrobill Auto Create
Retrobill Include/Exclude Invoice
Retrobill Control
Modified Programs
Modified Programs for Retrobilling lists the modified programs for retrobilling.

Modified Programs for Retrobilling
Retrobill Maintenance
Retrobill Report
Pending Invoice Print
Invoice Post and Print
Invoice Print or Reprint
Planning and Scheduling Workbenches
The workbenches were enhanced with a spreadsheet performance feel when you create new production orders from the workbenches. The new performance feel minimizes application calls to the server. When you create a new work order as the first order created for the item, the original create process occurs—typically, within two to six seconds— but all subsequent orders that you create should be less than one second. This performance improvement is possible because the system uses the first work order created as the master copy; then, it uses the master copy to create all subsequent orders. The system is aware of BOM or routing changes and effective dates as part of this process.
As part of the Create Performance enhancement, when you enter a new scheduled quantity in the MSW Schedule Grid, the system uses the planned order instead of creating a new production order when the planned order due date equals the date in the Schedule Grid. Previously, the system created a new production order, even when a planned order existed for the same due date. This change results in much faster performance as it eliminates the system need to create redundant supply records as well as removes MRP cleanup during the next MRP run. All create performance enhancements do not apply to base or co-/by-product items.
For information on other enhancements and fixes for the workbenches EE versions for 2010.1 through 2012.1, refer to the Planning and Scheduling Release Notes, dated December 2012 on the QAD support site. To find the release notes, select the Documentation tab on the support site, then EE | 2012.1| Release Notes.
Kanban Workbenches
This release includes performance-related feature updates to the kanban workbenches.
Cancel Option for Initial Query
2013 EE provides a Cancel feature to initial record selection in Kanban Sizing Workbench and Kanban Process Workbench. Previously, there was no option to cancel.
Depending on the filters you set and the amount of kanban-related records in your database, an initial workbench query can take one minute or longer.
The system displays a Cancel dialog during each part of the two-phase query:
During the browse query, which retrieves indexes and performs a total record count. The dialog displays the percentage of records counted.
During data retrieval. The dialog does not include status information.
If the time required seems extensive, you can click Cancel, then define additional filters to reduce the number of target records.

Cancel Option
Manual Recalculation Option
A new Manual Recalculation option is now available in Kanban Process Workbench. Previously, the system always recalculated the entire workbench when you updated any field and then changed focus to a different field or pressed Enter. However, if many processes are included in the workbench, automatic recalculations can be time consuming.
Two new buttons on the Kanban Process Workbench tool bar control this new feature.

New Tool Bar Buttons
Set Recalculation Mode to Automatic to have the system always recalculate when any field is updated in the workbench.
To limit the fields that cause recalculations when they are modified, set Recalculation Mode to Manual. Individual loop sizes are still recalculated automatically when you change certain information. However, if the field affects the EPEI or Variable Lead time calculations—which could cause a change in all of the loops in the process—these values are not automatically recalculated in manual mode. To recalculate them, press Recalculate or save your work. (The button is only available when in Manual mode and when the workbench has been modified since the last save or manual recalculation.) Since these values can ultimately change the sizing of all loops in the process, then it is likely that the individual loop sizing is incorrect. The system calculates the individual loop sizes automatically so that you can see some of the granular changes. For example, if you update Daily Demand, the workbench shows the impact on Total Safety Stock and Order Point. However, this field also affects the EPEI, which is not recalculated, so the order quantity is probably incorrect for this loop as well as all the others.
Fields Calculated Automatically in Manual Mode
Sizing Frame
Process Item Frame
Daily Demand (Revised)
Minimum Item EPEI (Revised)
Replenishment Lead Time
EPEI Revised
Internal FIFO Time
EPEI Automatic
External FIFO Time
Safety Days
Safety Stock
Variability Factor
Packs per Kanban
Card Reporting
Fractional Kanban
Order Quantity Multiple in Kanbans
In manual mode, the system provides visual clues when changes to individual fields have left workbench data in a “stale”—or non-current—state. Indicators near the following fields and on process records show that data is inaccurate until manual recalculation:
EPEI Revised
Variable Lead Time
Additionally, the following tool bar buttons are unavailable because stale data would cause the results of those actions to be inaccurate:
Audit Report
Reconcile/Print Cards
Note: Recalculation Mode is also disabled while the workbench contains stale data; you cannot change the setting to Automatic until the data is recalculated.
Indicators that Manual Recalculation Is Needed summarizes how the UI indicates that the workbench includes stale data.

Indicators that Manual Recalculation Is Needed
Loop Calculation Method Change
The system now employs a more efficient method to resize loops when multiple fields are updated on the Kanban Sizing Workbench. Previously, the system used the same logic as the legacy Kanban Workbench, which was based on the requirement to recalculate records for multiple loops. The new method, which requires recalculating only a single loop each time a related field is updated, improves performance.
Safety Factor Calculation Change
The Safety Factor Percent calculation logic in the workbenches has been updated to provide a different calculation method for each workbench when a process loop is involved. This approach is required because, based on selection criteria, Kanban Sizing Workbench may or may not include all the loops associated with a process. The workbenches now use the following Safety Factor Percent formulas:
For process loops on Kanban Sizing Workbench:
Safety Factor Percent = ((Total Safety Stock Plus Safety Time + Container Size Safety Stock) / (Daily Demand (Revised) * max ((Fixed Interval Time/ Standard Hours per Day), EPE Interval in days or 1))) * 100
For process loops on Kanban Process Workbench:
Safety Factor Percent = ((Total Safety Stock Plus Safety Time + Container Size Safety Stock) / (EPE Interval * Daily Demand (Revised)) + (1 - Current Load Percent) / Current Load Percent) * 100
For supplier and inventory loops on both workbenches:
Safety Factor Percent = ((Total Safety Stock Plus Safety Time + Container Size Safety Stock) / (Daily Demand (Revised) * max ((Fixed Interval Time/ Standard Hours per Day), 1))) * 100
Manufacturing APIs
This release includes a merge of more than 30 application program interface (API) programs related to manufacturing functions. This merge enables the business layer and UI to be separated through fast APIs that can be leveraged both for internal (within Enterprise Edition) and external (interfaces with other applications) purposes.
The APIs include several that were created or updated to support upcoming enhancements in the area of Serialization—although the APIs are generalized and not specific to Serialization capabilities. Additional APIs address third-party integration requirements of the QAD Enterprise Edition On Demand offering.

Functions Supported by APIs
Menu Label
Progress Program Name
Backflush Transaction
Purchase Order Receipts
Receipts – Backward Exploded
Receipts – Unplanned
Transfer With Lot/Serial Change
Shipper Gateway
Pre-Shipper/Shipper Confirm
Work Order Operation Backflush
Operation Scrap Transaction
Cycle Count Results Entry
Inventory Detail Maintenance
Turnaround Data Maintenance
Shipper Delete/Archive
Tag Count Entry
PO Shipper Receipt
Purchase Order Returns
Issues – Unplanned
Work Order Receipt Backflush
Work Order Receipt
Work Order Maintenance (WO Component Issue)
PO Shipper Receipt Into Transit
DO Container Maintenance
DO Pre-Shipper/Shipper Maintenance
DO Pre-Shipper/Shipper Confirm
Distributed Order Receipt
Pre-Shipper/Shipper Print
Transfer – Multi Item
Distribution Order Shipments
Purchase Order Maintenance
Labor Feedback by Work Order
Inventory Scrap Transaction
Tag Recount Entry
Shipment ASN Export
Scrap Transaction
Enhanced Customer Management Reports and New Collections
This release includes a set of enhancements to reporting functions in the Customer Management area within Enterprise Edition, as well as new collections. Many reports have been rewritten using QAD Reporting Framework to provide improved reporting capability to users of the QAD .NET UI. Additionally, the functions of some existing reports have been incorporated into browses.
Note: These reports are also available in add-on bundles for some earlier versions of Enterprise Edition.
This is part of an ongoing QAD effort to upgrade reports, browses, and inquiries throughout the system, building on the advanced filtering and report-generation tools available in .NET and QAD Reporting Framework, as well as powerful browse capabilities.
Note: The legacy versions of all reports are still available in their original menu locations.
You can access the new reports in several ways:
By entering the report title in the menu search field. The search result lists two occurrences. The icon differentiates between the standard and enhanced .NET UI versions. Report Icons in .NET UI shows an example.

Report Icons in .NET UI
By entering the new menu number in the menu search field. QAD .NET UI-only reports are assigned to menu numbers 75 or greater, so they are hidden on the character UI menus.
Note: You cannot access a new report by entering a Progress program name.
By navigating in the menu tree to the functionality area. The new reports appear in the same part of the menu as their standard report equivalents.

New Customer Management Reports and Browses
Legacy Menu
Report Title
Legacy Program
New Menu
New Report Title
Shipping Label Print
Pre-Shipper/Shipper Print
Legal Document Print
Invoice Print or Reprint
Service Item Inquiry
Service Item Report
End User Inquiry
End User Report
Material Order ATP Inquiry
Material Order ATP Report
Call Activity Inquiry
Call Activity Report
Service Request Report
Engineer Master Schedule Inquiry
Engineer Master Schedule Report
Engineer Detail Schedule Inquiry
Engineer Detail Schedule Report
Engineer Diary
Engineer Calendar
Engineer Availability Inquiry
Engineer Availability Report
Contract Billing History Report
Contract Renewal History Report
Contract Renewal Browse
Contract Billing Browse
Contract Additional Charges Browse
Customer ISB Browse
Warranty Call Browse
Warranty Returns Browse
Warranty Repair Line Browse
Repair Work Order Browse
Note: In 2013 EE, the following reports have an Enhanced .NET Report field when you access them from the QAD .NET UI. When you select the field, you get a Reporting Framework report view.
Retrobill Report
Renewal Process/Report
Pre-Shipper/Shipper Print
Pre-Shipper/Shipper Confirm
Invoice Post and Print

New Collections
Service and Support Management (SSM) Role-Based Centers
Contract Administrator Center, including:
Warranty Administrator Center, including:
Repairs and Returns
Calls and Installed Base
Customer Activity
Customer Management Role-Based Center
Customer Service Management Center, including:
Customer Activity Dashboard
Sales Quotes
Sales Orders
Sales Orders to Ship
Sales Order Credit Browse
Collections under SSM Utilities; note that some of these SSM utilities are collected in the SSM Utility Center
Custom Program Utilities, including:
Custom Program Insertion Maintenance
SSM Cust Prog Insert Browse
SSM Cust Prog Entry Point Valid
SSM Cust Prog Entry Point Browse
RMA/RTS Utilities, including:
Del MRP Records for RMA Receipts
Backout Incorrect Allocations
Update Ship Type for RTS
RMA Service Coverage Utility
RMA Parts Return Flag Repair
ISB Utilities, including:
Install Config Table Rebuild
Installed Base Rebuild
Conversion Related Utilities, including:
Area Code Conversion
Load User Preferences
Response Time UM Conversion
Upd Blank Warr/Service Type
FSM Type Conversion (Multiling)
Create Intrastat Rec's for SEO
Call Utilities, including:
Expense Cost Discrepancy Report
Pending Call Setup Utility
J1B6 Utility
Create Call History Records
Escalation Master Update
Update Trans Hist for Calls
Set Call Item Detail End User
Rebuild Engineer Schedules
Time Zone Utilities, including:
End User Time Zone Change Utility
Multiple Time Zones Startup Utility
Initialize User TZ from Engineer
Orphaned Records, including:
Del Orphaned S/S Work Order Recs
Delete Stranded Inv Hist Records
Del Orphaned Call Lines
Del Stranded Detail Allocations
Contract Utilities, including:
Contract Serialize Detail Repair
Initialize List Prices
Collections under SSM Administration Center
Call/Quote Admin, including:
Closed Call Move to History
Call/Quote History Delete/Archive
Expired Quote Move to History
Pending Call Delete/Archive
Pending Call Profile Report
Contract Admin, including:
Contract Delete/Archive
Contract Next Bill Adjustment
Recalculate Contract Taxes
Change Deferred/Accrued Accounts
Update Contract Revenue Account
Revenue Delete/Archive
Service Ctrct Next Bill Adjustmt
SSM Metrics Admin, including:
Average Visit Closed Browse (metric)
Engineer Utilization Browse (metric)
All Call Browse (metric)
RTS Performance (metric)
Misc Delete/Archive, including:
Service Request Delete/Archive
Field Notification Del/Archive
ISB History Delete/Archive
Minor Functionality Changes
Revenue Recognition by Line Utility
Use a new SSM utility, Revenue Recognition by Line (, fsdelrl.p), when a service contract line item (on a contract with multiple lines) must be canceled or corrected and revenue has already been recognized for the contract.
Using the new program prevents the system from incorrectly recognizing revenue on the other line items.
Previously, no program was available for recognizing revenue on individual contract lines.
Note: This utility is not intended to be used for everyday business, but for cleaning up revenue records after a line has been canceled.
Requisition Line Pricing
A new field in Requisition Accounting Control (36.9.3) lets you control how the system determines the pricing date for GRS requisition lines.
Set Price By Requisition Line Due Date to Yes to have the pricing date set to the requisition line due date (rqd_due_date). When the field is No, the system uses the requisition due date in the header (rqm_req_date) as the pricing date.
Automatic Shortage Quantity Allocation
You can now have the system automatically allocate the shortage quantity of component items in WO Receipt Backflush (16.12). Set the new Auto Detail Allocate field to Yes to enable this feature.
Performance Improvements
QAD 2013 EE includes some performance improvements in the following areas:
Performance improvements in saving financial transactions
Reduction in disk writes using Progress version OE11.1
Improved record read rates using OE11.1