All days of the year. Calendar days include both workdays and non‑workdays. Calendar days are typically used to schedule purchase order due dates.
Any type of contact that generates a service response, ranging from a phone call from a customer. For example, a service visit or a call by a field technician.
The process of recording actual time, materials, and expenses consumed in handling a call.
In Precision software, customer service representatives who track packages for a specific region.
The automatic forwarding of calls not resolved within a certain time.
The generation of pending invoices based on activity managed in call activity recording.
Processes and tools for managing the solution of a service contact.
The maximum work load for a work center, machine, and so on.
The establishing, measuring, monitoring, and adjusting of capacity levels for the long, medium, and short range. Determines the resources required to meet production schedules. Includes resource planning, capacity requirements planning, and input/output control.
The determination of labor and machine resources required to accomplish the tasks of production. Used for medium-range capacity management to determine and then provide the resources required to meet detailed item schedules of MRP.
The uncommitted capacity of planned production.
The planning and recording of items and services required to deliver a solution, or project. A solution generally combines products and services in one package and is often delivered in a series of predefined increments over time. Typically, a solution is tailored to address specific customer requirements.
A tax having a maximum amount. For example, tax is assessed only on the first $700.00 of the transaction amount.
The act of transferring funds to your bank in credit card processing. Capture can be delayed or immediate.
A business entity responsible for the transportation of goods.
In Precision software, administrative users who can change the shipment status.
Costs involved in storing and maintaining inventory. Includes invested capital invested, taxes, insurance, obsolescence, and spoilage. Carrying cost is typically represented as a percent of the value per unit of time, usually one year.
A Web derived from multiple sources with a defined order of precedence to manage conflicts among style element definitions. The cascading style sheet, level 1 (CSS1) recommendation from the W3C is implemented in the latest versions of the Netscape and Microsoft Web browsers.
A function to reconcile all the activities for a given bank, such as cash receipts, payments, and service charges. The function is to balance the bank statement with the appropriate GL cash accounts.
Accounting managers monitor cash flow to prevent shortages or surpluses of cash. Insufficient cash on hand can make the company unable to pay creditors on time or meet payrolls and harm the credit rating of the company. Too much cash on hand can mean that cash is not being properly invested.
A grouping of products organized for viewing and exporting purposes. A catalog can be named and secured to be accessible by one or more roles. A catalog can be based on a recognized standard for classifying products (for example, UNSPSC or NEMA) or a proprietary product classification hierarchy used by a specific customer or application.
Catch Weight. For some prepackaged products, such as meats, cheeses, and some fruits and vegetables, the prices are based on the weights of the products shipped. Two sets of figures with different units of measure are essential in doing the records and calculations—the number of units (cases) and the weight (pounds) records. The retailer orders a number of cases but the price is based on the pounds shipped.
An item classification created by the user.
A joint process between retailer and manufacturer where service and product categories are managed as strategic business units, producing enhanced business results by focusing on delivering consumer value.
A manufacturing process that produces families of items within a single line or cell of machines operated by machinists who work only within the line or cell.
A required examination, test, or other evidence of accomplishment that establishes a minimum level of competency within a substantive subject area.
A process used to assure that changes to a product or a system do not bring about any impact to the systems or processes. As a major issue in regulated industries, it typically involves approval, testing, and documentation of the results.
Records that track pending changes made to EMT sales orders during their life cycle. When a change is accepted or rejected, the record is deleted.
The refitting of equipment to neutralize the effects of just-completed production, or to prepare for production of the next scheduled item.
The time required to set up or refit a work center or piece of equipment to produce a different item, independent of the quantity to be produced. Also called setup time.
Any series of firms or individuals that participates in the flow of goods and services from the raw material supplier and producer to the final user or consumer.
Management of all aspects of the complex dealer, reseller, or distributor relationships that exist in the supply of the manufacturer product to the retailer. Its goal is to ensure maximum sales and minimal costs.
QAD Enterprise Applications interface that displays only keyboard characters on the screen rather than icons and forms. Compare with Graphical User Interface (GUI).
A fee paid to the distributor for selling a product at a contract price that is less than what the distributor paid for the product.
(1) In a service context, a code used to determine payment responsibility for work recorded against a call. Usually, a single charge code is defined for warranty, contract, covered, giveaway, billable, and fixed billable. Sometimes an additional charge code is defined for a particular project or service. (2) In Logistics Accounting, charge codes represent logistics charges incurred and payable to a third-party supplier when purchasing or shipping items.
The product line used to provide non-sales related general ledger account numbers for the cost of activity recorded against a call.
A code corresponding to a service type defined in RMA/RTS Control that enables you to modify the level of service provided for individual line items on an RMA.
A list of all account names and numbers used in an entity’s General Ledger. The chart of accounts consists of balance sheet accounts (assets, liabilities) and income statement accounts (revenues, expenses, gains, losses).
A checksum on a number or word to help prevent manual typing errors.
An automated process for importing data, usually from non-QAD Enterprise Applications databases. CIM load emulates entering data through the user interface (UI) and performs all UI validations.
A program that imports transaction data from an external file or system and loads it into QAD Enterprise Applications.
A TrM transaction that records or initiates a payment to a customer based on a promotion discount. TrM processes all promotional discounts that are not taken off invoice as claims. Claims represent the actual costs of promotions, as opposed to budgeted or planned costs. Customers can inform the manufacturer of their claim against a promotion by invoice, by structured advice, or by deducting the claim value from their payment to the manufacturer.
In TrM, situations where there are concurrent promotions for a product in the same division and region.
A group with common characteristics. For example, fixed assets can be grouped by:
Service lives for calculating depreciation
A descriptor used in ISB to describe or classify a set of data in QAD Enterprise Applications in ascending detail down the nodes in a hierarchical tree.
Hierarchical taxonomy (groupings of products) within a catalog. Distinct from the maintenance (template) hierarchy in that there can be multiple classification hierarchies (one per catalog). See also Catalog
The target directory specified during the installation of the clients. This directory contains all of the compiled code (r-code), as well as master copies of all configuration files. For remote clients, this directory is typically on an application server. For character clients, this directory is typically on the database server.
The machine in a client/server configuration, often a PC, that runs the client session.
An executable running an application that accesses a server running a database. Progress, regardless of the hardware platform, uses a client process and a server process.
The configuration in which a client session runs on a separate machine from the database server process.
A connection in which a client session runs on a separate machine from the database server process.
The testing process conducted on animals and humans that ultimately proves the safety and efficacy of a drug or medical device.
A system for production planning, control, and execution built around MRP, in which all functions are included in the system and all provide feedback to keep the resulting production plan valid. The plan is then executed using MRP, shop floor control, and purchasing.
A work order for which products have been received into inventory and there are no outstanding component requirements or labor time tickets.
A method used to translate financial statements. The closing rate method translates all assets and liabilities with the closing exchange rate effective at the time of reporting. This approach is based on the view that a foreign subsidiary is a unit separate from the domestic parent company.
A distributed file system that makes files available to a collection of client computers as part of their directory tree. Used for the electronic exchange of bank statements.
A unique combination of letters and/or numbers identifying a specific record.
A character set used to map data represented in one code page to another. Since a code page is specific to your hardware or operating system, Progress converts data from one code page to another. If the client code page is different than the database code page, Progress handles the conversion between them.
The proportion of variance in Y that can be explained by X. X is an independent variable that influences the variance of Y. It can also explain how dispersed the data points are from the mean data point. This can be useful in determining if an independent variable affects the seasonality of your data. Also known as R-Squared.
The relative amount of dispersion in the data can be calculated by expressing the standard deviation as a percentage of the mean. This measurement is called the coefficient of variation. This allows comparison of the dispersions of two different and separate data sets.
Collaborative Planning, Forecasting and Replenishment (CPFR). CPFR enables collaboration among all supply-chain-related activities. This collaboration includes setting common cross-enterprise goals and performance measures, creating category/item goals across partners and collaborating on sales and order forecasts. Performance is monitored as collaborative activities are executed, providing participants the ability to evaluate partners.
Manufacturers, particularly Automotive Tier 1 in the supply chain, are frequently involved in collaborative product design. Original equipment manufacturers (OEMs) share computer-aided design (CAD) files and encourage participation in design of a product, particularly for a new model. This capability is typically outside the scope of the ERP solution. However, QAD’s product does have capabilities to integrate when accommodating engineering changes in this area.
Grouping of payment selections (supplier or employee) or an automatic collection (customer).
In the GL Report Writer, a set of user-defined columns that identifies data, period, and calculations.
An attribute of a column in a group in GL Report Writer. Values for column types are:
Actual. Actual posted amounts are included in the column.
Budget. Budgeted amounts are included in the column. (A budget code is specified to indicate the budget for extraction.)
Calculation. The column is a function of columns.
A series of ASCII text lines where each column value is separated by a comma from the next column’s value and each row starts a new line. Data in CSV files can be conveyed as input to other table-oriented applications such as Microsoft Excel.
Items or assemblies that are referred to in bulk, such as metals or plastics.
A common practice or procedure followed by the business community.
A standard way for a web server to pass a web user’s request to an application program and to receive data in response, which it then forwards to the user. CGI is part of the Web’s hypertext transfer protocol (HTTP).
A commercial enterprise engaged in one or more of the following activities:
Selling (wholesaling, retailing, leasing, renting) products
Supplying data about products, and/or consuming data about products
(1) Raw material, part, or subassembly that goes into a higher-level assembly, compound, or other item. Manufacturing plants use component information to determine how much of each material is required to assemble an item. (2) In Fixed Assets, if an asset contains more than one item, a component is part of the fixed asset. For example, a computer is a fixed asset that contains three components: the mouse, keyboard, and CPU.
The longest possible length of time it takes to have an item/product available when currently there are no components in stock or production. For any item planned through MRP, lead time is found by reviewing the lead time for each bill of material path under the item, and taking the largest time.
Interest on accumulated unpaid interest and on the original principal.
An electronic bridge networking separate computer systems into a coherent, integrated whole.
An individual QAD Enterprise Applications session that is launched against a database at the customer site.
An estimate defined by two numbers, within which probably lies the parameter point of interest.
A virtual, non-buildable item that can be configured to form variant items that can be manufactured to meet specific customer requirements.
A set of answers to the questions in the questionnaire produces one particular customer configuration. Each configuration is stored individually, and is a uniquely defined record in the QAD Configurator database. Configurations can be used to create variant items.
A combination of features that uniquely defines a variant.
The process in which a system message is tied to a program name and a user-determined error severity level.
A product in which different end-item combinations can be made from a relatively small number of assembly options.
The date the customer confirmed the sales quote.
A domain associated with a connected database, not the current working database.
The process of a supplier placing material at a customer location without receiving payment until after the goods are used or sold.
A separate entity that consolidates the financial results of a company and its subsidiaries. The only accounting activities that occur in this entity are parent consolidation entries, subsidiary consolidation entries, and consolidation adjustments. Entries made in the consolidated entity are not pushed back to the operating entities.
Consolidation. (1) The addition of the accounting records for two or more business units, subject to rules dictated by accounting practice and legislation. Translation is necessary when the business units are in different base currencies. (2) Assembly of items on pallets or containers by warehouse staff.
The domain where consolidation of accounting records takes place. This can be a domain set up specifically for this purpose only, but this does not have to be the case. You can use a domain that represents an active business operation in the database.
An unposted GL entry created in the consolidated entity.
In Precision software, a mode in which a number of order lines are consolidated into one or more shipments to improve packaging and shipping efficiency.
A way of identifying the group of subsidiary entities with GL transactions that needs reporting on the part of a parent entity. The system uses attributes of the consolidation set to manage the GL consolidation process.
Load or line balancing.
A GL account used to track the purchase cost of a fixed asset.
A function that determines whether the quantity ordered consumes available forecast.
The point of usage for a kanban-controlled item.
Tools in QAD Customer Relationship Management that enable companies to focus on the right deals at the right time, automate key sales activities, and improve sales collaboration. This function involves monitoring each step of the sales process and tracking each opportunity from lead-to-order, better managing the sales pipeline and improving revenue predictability.
A packing item used to hold goods and subsets of other containers such as a box, pallet, rack, or trailer.
A unique number assigned by the system to a specific container for a specific shipment.
A functionality that lets warehouse staff move allocated boxes or pallets from the dock location to a truck location after they assemble pallets to ship to customers.
A type of algorithm that finds suitable stage, truck, and dock locations, including empty locations, locations with the least goods, and locations that already contain stock designated for a particular ship-to code.
In Kanban, type of container; for example, basket, pallet, drum.
A shipment method in which commodities are placed in containers, and, after initial loading, are not rehandled until unloaded at the destination.
Continuous Improvement is striving for perfection by continually removing successive layers of waste, as they are discovered. It is accepted that a complete transformation process from mass production to Lean Manufacturing takes years. Perfection is zero waste, and progress cannot be benchmarked against competitors’ levels of waste, but requires striving for world-class performance.
The process of creating a customer invoice based on an agreed-upon price for contract coverage.
An account that takes the place of individual accounts after they are moved to the sub-ledger. It shows the debits and credits in summary form. The debits and credits can be found in detail in the sub-ledger. When sub-ledgers are used, each amount is posted twice: once to the sub-ledger and once to the general ledger control account. The sum of the individual account balances in the sub-ledger ought to be equal to the balance in the GL control account.
Programs defining how processing takes place within the system. Can be as simple as maintaining the next customer number or as complex as defining product allocation rules. Ought to be initialized before using any module in the system.
In EDI eCommerce, EC subsystem-dependent exchange file definitions indicating:
How exchange file records are identified during import or created during export
Which record in the exchange file and which positions in the record contain the trading partner and trading partner document IDs retrieved during import or created during export
In Precision software, users who are responsible for reviewing shipment exceptions, determining what actions to take, and updating the shipment status.
In kanban transaction processing, a method of specifying control criteria to prevent users from inadvertently recording the wrong cards.
A set of control and reporting functions for monitoring compliance with regulatory agency requirements.
In the GL Report Writer, an analysis code used to produce a full iteration of a report definition for each node in a hierarchy.
A method for averaging depreciation in the first and last year of a fixed asset’s life. It is required because assets are not always acquired on the first day of the year or disposed of on the last day of the year. The system supports the following conventions:
Modified Half Year Version 1
Modified Half Year Version 2
The transition from one numbered release to the next. Conversions involve program fixes and, in some cases, major schema changes.
Information a Web site puts on your hard disk so that it can retrieve information about you at a later time. Typically, a cookie records your preferences when using a particular site.
In TrM, a promotion deal category. Also known as in-lieu moneys. Refers to lump sums funded from unpaid rebate moneys that are spent on discounts. The values entered are not posted to the general ledger but are displayed to show where rebate moneys are being spent. This deal category is used for reporting and record-keeping purposes.
A product that is the intended result of a base process, and that typically has sales value. The primary difference between co-products and by-products is that MRP plans a base process to satisfy demand for co-products, but not for by-products.
A field used to set up new records by copying analysis code in the GL Report Writer.
An optional code for grouping business relations for reporting.
An umbrella term for the processes, methodologies, metrics, and systems used to measure and manage performance.
A document containing corrected information for an invoice that has already been posted.
A method commonly used in Central and Eastern Europe in which balancing entries are used to reverse previous debit and credit activity. Preferred in some countries because it provides a clear view of how debit and credit activity is affected by corrections.
A measure of how strongly two variables are related. The value of the correlation coefficient is between –1 and 1. If the value is 0, the two variables are independent.
The amount required to purchase a fixed asset.
A method for assigning costs to co-products.
Optional component of an account number defined in GL setup functions. Other components of an account number are account, sub-account, and project code. Cost centers provide additional detail on GL reports and are used with budgets.
Budgets used to monitor cost and revenue during the accounting year for a cost center.
An indented list of raw materials, items, and subassemblies making up a parent assembly, with required quantities and costs for each item. The cost of each item is multiplied by the quantity required to give total cost for the parent assembly.
In TrM, the method for populating the cost field on a division product record. The division record sundry parameters holds the costing method. Method C: The value is taken from the standard cost set on the item-product’s default site record when the product is added to a promotion or when the Cost Flex program runs. Method T: Requires the Cost Management module. When the product is added to a promotion, the value is taken from the standard cost set on the item-product’s default site record. When the Cost Flex program runs, products are cost again according to a cost set specified on the divisional product record.
The process of effectively planning and controlling the costs involved in a business. Costs determine the level of production output. The cost of a specific level of output depends both on the price of needed resources, materials, labor, fuel, transportation, and so on, and on the quantities of resources required to produce that output. The level of output also depends on how the company uses fixed resources, such as the size of the plant, in combination with variable resources, such as labor, material, or equipment. It is important to know the total cost of production at varying levels of output along with per-unit costs.
The general ledger account used to record costs of products shipped to a customer.
Accounting classification useful for determining the amount of direct materials, direct labor, and allocated overhead associated with the products.
A type of cycle count that QAD Warehousing can automatically generate for inventory that fails; for example, when a transaction is completed for less than the required quantity.
A promotion deal category (CU). The customer claims the discount based on coupons as sales evidence.
The degree of dependence between two random variables. It is useful if you have two random dependent variables.
The major functions required to be implemented in a relational database application.
An entry on the right side of an account. Credits increase liabilities, equity, and revenues and decrease assets and expenses.
A process that enables the company to determine the credit limit of a business partner and the total outstanding by the business partner for shipped goods or ordered goods.
In QAD Enterprise Applications, before extending credit on an order or releasing an order for shipment, a company must verify that a customer is within their credit limits. When new customers are set up in the customer master files, typically the Accounting department reviews the credit worthiness of the customer through various credit reporting agencies. This information is used to assign terms and limits under which credit is extended. At time of order entry this information is used to ensure that the customer is within their credit limits before releasing an order for shipment.
A document that records a credit (decrease) in a customer’s balance, typically due to errors or other types of adjustments.
A three or four-digit number that appears on the credit card and provides a cryptographic check of the information embossed on the card.
Payment codes designating due dates, early payment discounts, and interest for customers and suppliers.
A group of variables used to characterize a forecast calculation.
The shortest length of time required to manufacture a product.
A calculation used by dispatching to set priorities. Calculated by dividing the time remaining until the due date by the time remaining to complete the work order. A ratio of 1 means the work order is on time. Less than 1 means the order is late. Greater than 1 means the order is ahead of schedule.
A tool within QAD Configurator that you can use to check whether the product configuration rules match the sales configuration data (features and rules). It is necessary because the sales configuration and product configuration data are maintained separately. The Cross Validation Analyzer detects and reports any discrepancies between the two modules.
Another name for a shortage clearance algorithm. The function of shortage clearance algorithms is to cut out unnecessary inventory movements by identifying newly received stock that can be used to fill sales or work order shortages directly.
An item sold in addition to a requested item to increase revenue or as a promotion for an item. Cross-sell items are not replacement items for the requested items.
An industry-standard reporting tool that integrates with most database applications. Performs data retrieval, and provides design and formatting functions to create customized reports.
The cumulative total received by the customer. Basically, the difference between Cum Shipped and Cum Received is the quantity of goods in transit at the time of schedule release creation. This can also cover goods that are the subject of a quality dispute or other disagreement.
The gross cumulative quantity on order at any point in a customer schedule.
The cumulative total shipped by the supplier.
The date a scheduled order shipment began accumulating quantities.
A method of tracking shipments and receipts in which trading partners maintain running totals of required and shipped/received quantities.
The longest possible length of time it takes to have an item/product available if you start today with no components in stock or production. For any item planned through MRP, lead time is found by reviewing the lead time for each bill of material path under the item, and taking the largest time.
The cumulative planned lead time when all purchased items are assumed to be in stock.
An order accumulating costs of repetitive production. Can be entered manually, or created by the system whenever repetitive feedback is entered for an item and site.
A monetary amount qualifier that a governing body assigns for use as a medium of exchange.
A code that identifies monetary units and forms the basis of exchange rate relationships. Each database has one base currency, but you can specify foreign currencies during sales, purchasing, service, and accounting transactions.
The process of restating a monetary amount in a different currency. Also known as currency translation.
The exchange rate in effect at reporting or transaction time, which is used to convert the amount from the transaction currency to the base currency.
Customers deploying in a validated environment under most regulatory authority worldwide, whether harmonized or complying purely with the FDA GMP under 21CFR part 100 or part 101, require the ability to validate the system. QAD Enterprise Validation Management suite enables this to be simple and cost effective.
Employee responsible for tracking the location of fixed assets.
Dock location within the customer’s site for material to be delivered.
The accounting record for an invoice that was generated in the Sales Orders/Invoices module, or was manually entered in the Accounts Receivable module. Different daybook codes ought to be defined to ensure that separate numbering is used for manually entered customer invoices rather than those posted from the Sales Orders/Invoices module.
Item that customer orders but using their own item number.
Customer-supplied ID that identifies the production process.
A request for a product or a number of products to be delivered by a specified date. Often referred to as an actual demand, as distinct from a forecast demand.
Type of order; for example:
Batch: Batch order used in a component plant
SEQ: Sequence order for JIT
Order version that is generated by the order receiver each time it receives a broadcast communication regarding that order.
Details containing item and attribute information for a COV.
Details containing customer, unit sequence, and COV number information.
Information that identifies the customer’s end item. For example:
Also used as an ID to track sequences (must be unique).
In TrM, a set of up to nine attributes or characteristics, for which users define the valid values and assign these profile values to customers. Customers who exist in multiple divisions can have a different set of profile values in each division. Profiles can be used as selection and reporting criteria in several different areas of the program, including user-defined group templates, rebate customer selection, budget matching parameters, and various reports and views.
A cumulative, schedule-driven sales order from a customer with multiple line items from which releases of shipments are issued.
Customer supplied ID that identifies order of assemblies in the production process. Can contain alphanumeric characters.
A set of functions including the Project Realization Management module, used for creating and managing installation projects, and the Service/Support Management module, used to track activities related to after-market service.
Categories of customers based on the various direct and indirect relationships between the manufacturer, the customer, and the consumer. Customer types include direct customers, indirect customers, customer groups, and internal customers. Direct customers buy from the manufacturer and sell to the consumer. Distributors buy from the manufacturer and sell to indirect customers who, in turn, sell to consumers. Internal customers are a manufacturer’s sales personnel who use stock for field samples or replacement goods.
The process of modifying menus, screen titles, and fields to reflect company-specific or user-defined structures, such as user-defined codes, customer profiles, and product profiles.
In fixed assets, depreciation tables used as a substitute for the standard depreciation methods when calculating depreciation. Depreciation is calculated by specifying a depreciation factor for each period and year of the asset’s life.
Definition of planning horizons that determines how to use calculated short- and long-term requirements.
(1) The interval of time during which a system or process, such as a seasonal demand or a manufacturing operation, periodically returns to similar initial conditions. (2) The interval of time when an event or set of events is completed.
The frequency with which sales orders are released from a quote.
The number of items physically counted. The system compares that number with the system quantity-on-hand, and optionally updates quantity-on-hand to equal the number counted.
A physical inventory technique where inventories are counted on a periodic basis rather than once a year. Can be taken when an item reaches its reorder point, when new stock is received, or on a regular basis. High-value, fast-moving stock is typically counted more frequently than low-value, slow-moving items. The most effective cycle counting systems require counting of a certain number of items each workday.
The time interval between completions of individual items produced by a manufacturing process. Since multiple process operations run simultaneously, cycle time is typically the longest run time required by a single operation.
An algorithm to verify the integrity of a source file by comparing an internally tagged number with the same number in a called file or database schema.