MFG/PRO eB2 & Desktop 2

1. MFG/PRO eB2&Desktop 2 By Amy Conrad & Susan Seaborg

2. Where Did The Ideas Come From?

3. Development Groups • Automotive • Shipment Performance • Container and Line Charges • Customer Consignment Inventory • Supplier Consignment Inventory • Electronics/ Industrial • Reserved Locations • Purchase & Work Order Accounting • ATP Enforcement • SSM Enhancements • Kanban Management • Flow Schedule • CP/ F&B • Linked Site Costing • Enhanced Distribution Orders • Work Order Site Control • Work Order Close dates • PO Enhancements

4. Customer Enhancement Requests! MANY simple, uncontroversial good ideas have been included in MFG/PRO eB2 (So, keep those cards and letters coming!!) • HOW? • WHERE?<Enhancement Request>

5. eB2 – Areas of Enhancement • Financials • Manufacturing • Distribution • Customer Services • Supply Chain • Pro/Plus • System • External Interface • UI

6. Financial Enhancements • Logistics Accounting • Purchasing and Work Order Accounts • Linked-Site Costing • Intercompany Accounting • Improved Financial Reporting

7. Logistics Accounting • Link cost elements of purchased items to logistics charges • Accrue on receipt or shipment • Match invoices to accruals and account for variances $ $

8. Purchase & Work Order Accounting • Allocate purchasing variances and accruals by site, product line & supplier type • Allocate manufacturing variances by site, & product line

9. Linked Site Costing • Eliminate cost set copying by linking inventory to source costs • Flexible rules to support different types of network

10. Multi-entity Accounting • Support Shared Services Accounts Payable • Define inter-company account by entity pair • Raise single check to cover payables on multiple entities • Keep inter-company separate to facilitate reconciliation $ QAD

11. Improved Financial Reporting • Stock Journal • Unvouchered PO Receipts as of Date • GL Account Sheet Report • Suppress Reopening a Closed Period • Invoice Numbering Report • Voucher Numbering Report • Apply AR payment distribution-line detail automatically

12. Manufacturing Enhancements • Work Order Control by Site • Work Order Dates • Kanban Transactions – Lean Manufacturing • Flow Scheduling Module – Lean Manufacturing • Improved MRP/DRP Performance

13. Work Order Control by Site • ALL work order update functions controlled by site security • Select work orders by site on ALL functions, reports, browses, inquiries

14. Work Order Dates • Added a Work Order Receipt Date and Work Order Close Date. • Automatically capture Userid with Close Date and Receipt Date. • Added new information to Status Report and History Report.

15. Kanban • Manage through 1 Card or 2 Card Kanban System • Manage and track internal or external Kanbans • Execute Kanban signals via PO Receipts, Item Movements, and Production Receipts • Automatically generate signals to replenishment sources

16. Flow Scheduling • Generate rate-based, mixed model master scheduling for products and product families • Sequence production based on priority, capacity, and linearity • Schedule by production line and site • Level load by defining flex fences • Monitor time and machine capacity in a schedule • Optimize flow production levels due to flexible workforce or extra machine capacity

17. Improved MRP/DRP Performance • Use Progress Appserver to support multithreading MRP/DRP processes across multiple processors • Selectable by MRP or DRP or both • Default Parameters override-able at run time

18. Distribution Enhancements • Customer Reserved Locations • Customer Consignment Inventory • ATP Enforcement • Multiple Customer Items on Customer Schedules • EMT Enhancements • Purchase Order Enhancements • Supplier Consignment Inventory

19. Customer Reserved Locations • Minimize shipping lead time by reserving inventory to specific customers without a sales order. • Ensure availability of inventory for specific customers, by allowing only specific customer’s orders to be shipped from their reserved location. • Manage inventory levels of reserved locations through new reporting

20. Ability to plan, order, ship, stock, track and report customer consigned items while at the same time deferring invoicing and AR Trigger Invoicing and AR transactions by customer usage Transfer of ownership occurs as customer usage Customer Consignment

21. ATP Enforcement • Control order processing of items based on projected availability • Selectively prevent users from inputting subjective due dates that cannot be met by the MPS • Exception reporting to compare the MPS information to the Sales Order information • Track cumulative ATP information

22. EMT Enhancements • Improved synchronization of primary Sales Order to secondary Sales Order • Improved tracking of Sales Order through additional status flags • Streamlined direct shipping process

23. Purchase Order Enhancements • Redirect PO shipments direct to other sites • Revise line item quantities on released POs

24. Multiple Customer Items • Ship same internal item to satisfy demand for multiple customer items • Update and Report Scheduled Orders by customer reference and model year • Manage a many to one relationship between customer item numbers ordered and supplier item numbers shipped.

25. Supplier Consignment • Ability to plan, order, receive, stock, track and report supplier consigned items while at the same time postponing purchase cycle • Trigger Receipt and AP transactions by usage transactions • Transfer ownership at time of usage • Satisfy MRP requirements without transfer of onwership

26. Customer Services • Customer Services • Service Contract Enhancements • PRM Enhancements

27. Contract Enhancements • Optional three-tiered contracts for either… • Multiple end-users, each with multiple items • Multiple items, each with multiple end-users • Expanded billing options • Contract revenue can be posted as accrued, cash, or deferred

28. PRM Enhancements • Manage multiple Material Orders (MO) assigned to each Project Activity Order Line • Correct errors in MO consumption through Project Activity Recording • Manage Project WIP through new reporting options

29. Supply Chain • Enhanced Distribution Orders • EDI Ecommerce

30. Distribution Order (DO) Enhancements • Optionally use a PUSH inventory model instead of a PULL inventory model • Optimize shipping costs by adding items to shipment not included in original requirements • Enable shipping of non-sale items such as samples • Streamlined DO closed short process • Manage discrepancies between supply site and demand site through new reporting options

31. EDI Ecommerce Enhancements • Relocated EDI Ecommerce menu structure • Additional trading partner document types • Self-Bill • Cycle Count • Text Information • Consignment Information • Status Messages • Exchange EDI documents in XML format • New Additions to Trading Partner Libraries • Additional Process Improvements

32. Pro/Plus • Container and Line Charges • Shipment Performance Reporting

33. Container & Line Charges • Manage container and other charges by line item • Selectively charge for container depending on container used • Optionally define customized calculation for container/line charges • Track/Validate shipping codes (e.g. AETC or airport codes) • Account for revenue by charge type

34. Shipment Performance Reporting • Monitor shipping effectiveness by measuring shipping dates/quantities to requested dates/quantities • Collect performance information on discrete orders, scheduled orders, return material authorizations, distribution orders, and material orders • Measure performance by required date, performance date, due date, and shipment quantity • Selectively enable performance reporting by system, customer, item, or order type

35. System Enhancements • User & Security Changes • License Registration Improvements • Multiple Time Zones Setup • Change Tracking • Oracle Improvements

36. System Access Enhancements • Single Access Methodology to validate User access at sign-on • Menu Password functions renamed to Menu Security functions • Additional User Information • Country Code • Variant • User Type • Time Zone • Access Location • Manage user activity through new reporting options

37. Change Tracking • Monitor Sales Order efficiency by tracking line item changes by reason code • Manage performance by tracking reason code and comments • Streamline tracking process by determining which information must be enabled for change tracking

38. External Interfaces • Demand Planner API • Data Synchronization Improvements • Q/LinQ Enhancements • APO Available to Promise

39. Data Synchronization • Manage multiple types of relationships among source and destination databases • Synchronize data across timezones and currencies • Accommodate local independent operations as required • Multiple methods available for database communication

40. Q/LINQ • XML data mapping capability using Extended Stylesheet Language Transformation (XSLT) • Access multiple MQ Series queues with a single Message Oriented Middleware (MOM) adapter • Management of MOM adapter parameters controlled by system administrator rather than user • Additional MOM Adapter tuning tools

41. Advanced Planning and Optimization (APO) Available to Promise • Obtain real-time ATP information from Adexa products as demand is entered in MFG/PRO • Available for Sales Orders, Sales Orders received via EDI, Return Material Authorizations, and Material Orders (SSM) • Determine ATP information from Adexa products through order inquiry before entering a sales order • Optionally use ATP enforcement feature when APO ATP is not available

42. Minor Enhancements • Control Tables Report (36.17.6) includes information on optional modules such as PRO/PLUS • AP Payment Register (28.9.12) no longer displays multiple header rows and columns align correctly • Address Code Change (2.11) re-written to improve performance and can be executed in batch mode • Item Description displays next to Item Number in Supplier Schedule Maintenance (5.5.1.13) • Approver Report (5.2.1.17) contains additional sort options • Build PO from Requisitions (5.2.18) generates e-mails • Container Archive/Delete function added • Quality Order Maintenance contains GL Effective date • Ship-To address in Purchase Order Returns stored in History • PO Delete/Archive includes selection by PO type • Warning Message for Tax Info added to SO Maint, SQ Maint, Pending Invoice Maintenance, RMA Maintenance • SIC Code added to Customer Maintenance and Master Report

43. Thanks!