QAD Enterprise Asset Management User Guide Change Summary
Introduction
Asset Lifecycle Management
EAM Business Areas
EAM Application Framework
EAM Modules
Maintenance
Inventory
Purchasing
Finance
Project Accounting
General
Analysis
System Administration
EAM and QAD Automation Solutions
Navigation
Logging in to EAM
Using the EAM Interface
Process Maps
EAM Module Displays
Status Bar
Toolbar
Help
Module Menu
Mail
Tabs
Browses
Sorting a Single Column
Sorting Multiple Columns
Group
Viewing the Current Record
Selecting a Record
Action Menus
Find
Record Filters
General Module
Introduction to the General Module
Business Units
Business Segments
Domain
Sites
Codes
Country Codes
Language Codes
Descriptor Codes
Size Codes
Manufacturer Codes
Priority Codes
Systems/Assemblies Codes
Employees
Creating an Employee Record
Filling Out an Employee Record
Define a Buyer’s Sites and Approval Groups
View the Employee’s Labor History
Groups
Mail Group
Owner Group
Revisions
Maintenance
Overview
Measuring Maintenance Activity Using QAD Business Intelligence
Maintenance Setup
System Administration Module Setup
General Module Setup
DUOM Conversion
Maintenance Module Setup – Codes
Master Lists
Master Instruction List
Parts List
Master Tool List
Equipment
Equipment Setup Process Flow
Creating an Equipment Record
Equipment—Maintenance Activity
Viewing Equipment Information
All Downtime Browse
Editing an Equipment Record
Tool Management
Creating a Tool Record
Tools Actions
Tool Submenus
Linking Serialized Tools to a Tool Number
Tool Serials Submenus
Preventive Maintenance (PM)
Business Use Cases
Creating a PM Template Record
Copy PM Template to Equipment
Copy PM Templates Across Sites
Create Work Orders from PM Templates
PM Route Workflow Procedure Using PM Templates
Production Driven Maintenance
Overview
Setup
Integration with ERP Shop Floor Operations
Operational Direct Data File Load
Work Orders
Business Use Cases–Work Orders
Work Order Setup
Performing Planned Maintenance
Creating a Work Order
Authorize Work Orders
Schedule Work Orders in MS Project
Post Labor
Issue Parts to a Work Order
Work Order Requisitions
Downtime for Work Orders
PM Route Workflow Procedure Using Work Orders
Editing a Work Order
Viewing Work Order Information
Work Order Close
Service Requests
Service Requests Setup
Performing a Non-Urgent Service Request
Creating a Service Request
Service Request Activities
Edit a Service Request
All Failures
Inventory
Inventory
Overview
Setup–MRO Inventory
Part Rebuild Locations
Defining an MRO Part
Review Part Reserve Analysis
Inventory Part Transactions
Managing Consignment Inventory
Managing Rotable Parts
View Part Information
Edit Inventory Parts
Browse Inventory Information
Request Stock Replenishment
Overview
Creating a Stock Replenishment Run
Create a Replenishment Request
Create Stores Requisition Lists
Overview
Creating a Stores Requisition List
Authorize a Stores Requisition List
Stores Requisition List Activity
Edit a Stores Requisition List
View Stores Requisitions All Lines
Stores Requisition Approval Groups
Update Physical Inventory Count
Overview
Managing Physical Inventory Process Flow
Physical Inventory Browse
Creating a Physical Inventory Record
Simulate Update
Update Count of Physical Inventory List
Change Status–Close or Cancel
Finance
Finance
Setting Up Financial Data in EAM
Setting Up the GL Calendar in EAM
Accounting
Posted GL Transactions
Unposted GL Transactions
GL Calendar
GL Calendar Browse
GL Calendar Record Detail
Requisition Budget
Requisition Budget Browse
Budget Record Detail
Editing a Budget Site Record (lower browse)
Departments Browse
Cost Centers
Cost Centers Browse
Accounts
Account Browse
Sub-Accounts
Sub Accounts Browse
COA Requisition Approval
Tax
Setting Up Tax Structures in EAM
Tax Classes
Tax Classes Browse
Tax Codes
Tax Codes Browse
Tax Rates
Tax Rates Browse
Tax Rate Record Detail
Tax Types
Tax Types Browse
Tax Usages
Tax Usages Browse
Overhead
Overhead Rates
Overhead Rates
Overhead Rates Browse
Overhead Groups
Overhead Groups Browse
Groups
Setting Up Finance Groups
Account Group
Cost Center Group
Project Budget Approval Group
Project Margin Approval Group
Codes
Project
Jobs
Intercompany Accounts
Intercompany Accounts
Intercompany Accounts Record Detail
Purchasing
Introduction to EAM Purchasing
Setting Up Purchasing
Routing Substitutions
Vendor
Standard Clauses
Currency
User Approval Groups
Codes
All PO/Requisitions Lines Browse
All BO Lines Browse
Requisitions
Overview
Creating a Requisition
Authorizing a Requisition
Creating a Purchase Order from a Requisition
Editing a Requisition
Editing a Requisition Line
Purchase Orders
Overview
Creating a Purchase Order
Purchase Orders Lines
Authorize a Purchase Order
Place a PO on Order
Receiving Purchase Orders
Return to Vendor
Submitting the PO/Receipts to ERP
Editing a Purchase Order
All PO/Req Revisions Browse
Blanket Orders
Business Use Cases
Blanket Order Process Flow
Setting Up a Blanket Order
Creating a Blanket Order
Authorize a Blanket Order
Release a Blanket Order
Editing a Blanket Order
Editing Blanket Order Lines
Quotes
Overview
Creating a Quote
Entering a Bid
Awarding a Quote
Editing a Quote
Editing the Quote Line
Projects
Overview
Project Types
Budget and Cost Management
Setting Up Projects
Project Setup Process Flow
System Administration Module Setup
General Module Setup
Finance Module Setup
Projects
Creating a Project
Authorizing a Project
Project Activities – All Project Types
Project Activities – Capital Projects
Project Activities–Customer-Funded Projects
Editing a Project
Jobs
Setting Up a Job Process Flow
Creating a Job
Filling Out the Job Record
Job Activities–All Job Types
Project Activities–Jobs for Capital Projects
Editing a Job
Analysis
Analysis
Running Reports
Customizing Report Filters
Report Output
Default Reports
Equipment
Finance
Inventory
Labor
Preventive Maintenance
Project
Purchasing
Service Requests
System Administration
Work Orders
System Administration
System Administration Menu
Set Up Roles, Employees, and User Data
Set Up Roles, Employees, and User Data Process Flows
Roles
Roles Browse
Roles Record Detail
Access Levels
Set Up Employee Data Process Flow
Employees Browse
Employee Action Menu
Employee Right-Click Menu
Employee Record Detail
Creating an Employee Record
Editing an Employee Record
Employee Tabs
Defining User Data Process Flow
Users
Users Browse
User Action Menu
User Record Detail
Editing a User Record
User Tabs
User Subdetail
User/Roles
User/Roles Browse
Creating a User/Role
Editing a User/Role
System Control
System Control Process Flow
System Control Browse
System Control Right-Click Menu
System Control Record Detail
System Control Tabs
System Control: MFG/PRO Options Tab
ERP Interface
Download
Account Download Browse
Sub Account Download Browse
Cost Center Download Browse
GL Calendar Download Browse
Currency Download Browse
Bill To Download Browse
Ship To Download Browse
Project Download Browse
Vendor Download Browse
Standard Clauses Download Browse
Terms Download Browse
User-Defined Fields
User Defined Fields Browse
Creating a User-Defined Field
Editing a User-Defined Field
Job Control Application
Job Control Browse
Job Control Action Menu
Job Program
List of Job Programs
Set Up Sequence Data
Set Up System Sequence Data
System Sequence Browse
System Sequence Record Detail
Set Up Site Sequences Data
Site Sequences Browse
Site Sequences Record Detail
Editing the Site Sequences Record
Set Up Registry Data
Registry Browse
Report Setup
Report Xref
Report Xref Right-Click Menu
Mandatory Fields
Mandatory Fields Browse
Creating a Mandatory Field
Editing a Mandatory Field
Req Reroute/Notify Fields
Req Reroute/Notify Fields Browse
Req Reroute/Notify Fields Right-Click Menu
Editing a Req Reroute/Notify Fields Record
PO Reroute/Notify Fields
PO Reroute/Notify Fields Browse
Editing a PO Reroute/Notify Fields Record
Screen Editor
Form Designer
Report Designer
User-Defined Mail
User Defined Mail Browse
Creating a User Defined Mail Record
Editing a User Defined Mail Record
Product Line
Product Line Browse
User Sessions Browse
Equipment Mapping to ERP Browse
Production Line Mapping to ERP Browse
Progress Editor
Custom Programs
Adding a Custom Program
EAM Maintenance Manager Dashboard
Introduction
General Information
Accessing the Dashboard
Tools
Dashboard Colors
Navigation
Role-Based Dashboards
EAM Operational Metrics
EAM Work Order Backlog
Service Requests
EAM Maintenance Cost
EAM Equipment Downtime
Equipment Failures
Preventive Maintenance Compliance
Product Information Resources
QAD Enterprise Asset Management User Guide Change Summary
Product Information Resources