Quick Start Change Summary
About This Course
Course Description
Course Objectives
Course Benefits
Audience
Prerequisites
Course Credit
Organization of Training Guide
Virtual Environment Information
Additional Resources
QAD Learning Center
QAD Document Library
QAD Support
QAD EE User Interface
Introduction to the .NET UI
Workspace
UI Navigation: Process Maps
UI Navigation: Menus
Selecting Menu Items
Introduction to QAD EE Modules
Customer Management Menu
Supply Chain Menu
Manufacturing Menu
Financials Menu
Master Data Menu
System Administration Menu
Administration Menu
Types of Programs and Data in QAD EE
Component and Non-Component Programs
Maintenance Programs
Inquiry and Report Programs
Component-Based Reports
Transaction Programs
Control Programs
Browses
Filters and Operators
Lookup Browses
Exercise 1
System Structure
Overview
Chapter Topics
Learning Objectives
Business Model: Four Kinds of Data
Shared Data Sets
Business Relation
Three Accounting Layers
Accounting Layers and Reporting
Dual Base Currency
Currency Example
Security Setup
Set Up Roles
Set Up Users
Set Up User Access
Link It All Together
Operational Structure
Sites
Locations
Inventory Status Codes
Example: QMI Business Structure
Set Up Domain and Entity
Set Up Company Business Relation
Review Domain/Account Control
Define Inventory Status Codes
Set Up Site
Set Up Inventory Locations
Review
Exercise 2
Product Definition
Overview
Chapter Topics
Learning Objectives
Key Concepts
Product Lines
Current Costs
Item Information
Item Cost Development
Parent/Component Relationships
Alternate Product Structure or Formula
Example
Set Up Product Lines
Select Current Cost Method
Update Inventory Control
Set Up Item Status Codes
Set Up Generalized Codes
Example: Item Information
Item Master Maintenance Menu
Example: Item Data and Inventory
Example: Item Planning
Set Up Product Structure
Review
Exercise 3
Set Up Manufacturing Environment
Overview
Chapter Topics
Learning Objectives
Key Concepts
Shop Calendar
Departments, Work Centers, Machines
Routings
Example
Set Up Shop Calendar
Define Departments
Define Work Centers/Machines
Set Up Routing Op 10
Set Up Routing Op 20
Review Results in Routing Inquiry
Review
Exercise 4
Cost Calculations
Overview
Chapter Topics
Learning Objectives
Key Concepts
Routing Cost Roll-Up
Review Standard Order Quantity
Routing Cost Roll-Up Calculations
Product Structure Cost Roll-Up
Move Current Cost Set to GL Set
Example
Review Standard Order Quantity for Item
Routing Cost Roll-Up
Verify Routing Cost Roll-Up
Product Structure Cost Roll-Up
Verify Costs
Move Current Cost Set to GL
Current Cost Set Move to GL Set
Verify Costs in Current and GL Cost Sets
Enter Item Price in Item Cost Maintenance
Review
Exercise 5
Purchasing
Overview
Chapter Topics
Learning Objectives
Key Concepts
Supplier
Requisitions
Types of Purchase Orders
Order Receipt
Supplier Invoicing
Processing AP Payments
Example
Verify Supplier Data
Business Relation Create
Verify Supplier Data
Supplier Pricing Data
Enterprise Material Transfer Data
Supplier Terms Data
Set Up UOM Conversion
Add Supplier Item
Verify Purchasing Control Settings
Create Purchase Order
Enter Header Information
Enter Line 1 Data
Enter Line 2 Data
Enter Line 3 Data
Enter Line 4 Data
Enter Trailer Information
Receive Items
Receive Serialized Items
Display PO Lines
Purchase Order Receipts
Review Inventory Levels
Non-Standard Receipt
Non-Standard Receipt
Purchase Receipt Document
Review Transactions Detail Inquiry
Review
Exercise 6
Work Orders
Overview
Chapter Topics
Learning Objectives
Key Concepts
Work Order
Work Order Type
Work Order Status
Work Order Bill of Material
Work Order Routing
Work Order Life Cycle
Release Work Order
Issue Components
Shop Floor Control
Operation Status
Receiving Work Orders
Close Work Order
Variances
Example
Review Employee Record
Define Control Settings
Create Work Order
Release Work Order
Review Picklist
Review Routing
Review Work Order Status
Work Order Component Issue
Display Items Being Issued
Non-Standard Component Issue
Review Inventory
Record Labor
Review Labor Transactions
Review Work Order Route Operation Status
Receive and Close Work Order
Review
Exercise 7
Sales Orders/Invoices
Overview
Chapter Topics
Learning Objectives
Key Concepts
Sales Order Document Layout
Allocation of Inventory
Printing Picklists
Shipment
Invoice Management
Processing Payment
Example
Review Customer Record
Address Tax Data
Customer Credit Data
Define Control Settings
Define Control Setting
Define Control Settings: Forecast
Enter Sales Order: Header Information
Enter Sales Order: Freight Data
Enter Sales Order: Line Information
Enter Sales Order: Trailer Information
Print Sales Order
Sales Order Print
Print Sales Order Packing List
Sales Order Packing List Print
Ship Sales Order
Ship Sales Order: Review Lines
Ship Sales Order: Trailer
Review Inventory Detail
Transactions Detail Inquiry
Transactions Detail Inquiry: GL Effects
Review Pending Invoice
Invoice Post and Print
Invoice Post and Print Sample
Invoice Print or Reprint
Review
Exercise 8
Planning
Overview
Chapter Topics
Learning Objectives
Key Concepts
Production Planning: Product Line Plan
End-Item Planning: Introduction
End-Item Planning: Forecasting
End-Item Planning: Forecast Consumption
End-Item Planning: Master Schedule
Component Item Planning: MRP
Component Item Planning: Item Planning Parameters
Component Item Planning: Time Periods
Component Item Planning: Planned Orders
Component Item Planning: Action Messages
Example
Enter Forecast Item 01010
Forecast Maintenance
Forecast Worksheet Maintenance
Define Control Settings: Forecast Consumption
Enter Sales Order Line: Consume Forecast
Enter Sales Order Line: Do Not Consume Forecast
Review Forecast Worksheet: Item 01010
Master Schedule Summary: Item 01010
Master Schedule Summary Inquiry
Item Planning Data
Item Planning Data: Item 50001
Item Planning Data: Item 02003
Review MRP Control
Running MRP
Net Change Materials Plan
Regenerate Materials Plan
Selective MRP
Running MRP: Regenerate
Review Planned Orders
Review MRP Action Messages
Review Inquiries: Master Schedule Detail
MRP Summary Inquiry
MRP Detail Inquiry: Item 01010
MRP Summary Inquiry: Item 50001
MRP Detail Inquiry: Item 50001
MRP Summary Inquiry: Item 02003
MRP Detail Inquiry: Item 02003
MRP Summary Inquiry: Item 60003
MRP Detail Inquiry: Item 60003
Approve Planned Orders
Approve Planned Orders
Review Purchase Requisition
Create Purchase Order
Add Purchase Order: Line 1 (60003)
Add Purchase Order: Trailer
Receive Purchase Order
Review Planned Order Report or Browse
Approve Planned Work Orders
Planned Work Order Approval: Line 1
Review Work Order
Verify Availability of Components
Release Work Order
Work Order Release/Print: Picklist
Work Order Release/Print: Routing
Issue Work Order Components
Report Labor
Receive and Close Work Order
Review MRP Summary
Ship Items on Sales Order
Invoice Post and Print
Exercise 9
Exercise 10
Quick Start Change Summary
Exercise 10