QAD Adaptive ERP with Adaptive UX 2022.1 Release Notes

QAD ADAPTIVE ERP WITH ADAPTIVE UX 2022.1

RELEASE NOTES

UPDATED DECEMBER 13, 2022

September 2022.1 RELEASE

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Contents

Revision History 7

Introduction 8

Upgrading and Backwards Compatibility Improvements 8

Installation and Configuration Information 9

Versions Requirements and Dependencies 9

QAD Adaptive ERP and QAD Enterprise Applications Versions 9

Enterprise Edition Operation Patches 9

QAD Financials Versions 9

QAD Reference Architecture (QRA) Version 9

Your Application Builder (YAB) Version 9

QAD Enterprise Platform Version 9

Web UI Version 10

.NET UI Versions 10

QXtend Versions 10

Enterprise Asset Management (EAM) Versions 10

QAD Production Execution Versions 10

Production Orders Versions 10

Trade Activity Management (TAM) Version 11

Action Center Mobile App Versions 11

QAD Adaptive ERP Mobile App Versions 11

Web Browsers Supported 11

Tablets Supported 11

Technology Versions 11

Minor Version Update Policy for Third-Party Products 13

Installation Considerations 13

BPM Security Configuration 13

OpenEdge TLS Version for Segregation of Duties 13

Web UI Tomcat Maintenance Mode 13

Enterprise Asset Management Part Location Reconciliation 13

Tablet Usage Guidelines 14

Tablet Interaction Guidelines 14

Tablet Performance Guidelines 14

Mobile App 14

Online Help Location 15

Guide Me 15

Information on Prior Releases 15

New Features 15

Utilities Added 15

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Action Center Updates 16

Updated Action Center Features 16

New Action Centers 17

Deleted Action Centers 17

Customer Management 17

Sales 17

New Sales Orders Invoice Action 17

Sales Orders and Sales Quotes Bulk Actions Available as Reports 18

Pick Allocated and Ship Allocated Updates 18

Consignment Returns in Ship Allocated and Pick Allocated Actions 18

Updates to Sales Orders Confirm Bulk Action 18

Cell Shading in Sales Order Detail Browse 19

Consolidated Customer Scheduled Order Report 19

Customer Scheduled Order Allocations 19

Retrobilling - Create Pending Invoice Action 19

Multi-Level Configured Items 20

Sales Orders 20

Sales Quotes 20

Trailer Tax Detail Report 20

Customer Consignment Processing 21

Customer Consignment Inventory (Browse) 21

Transfer 21

Update Aging 21

Record Usage 21

Undo Usage 21

Logistics 21

Pre-Shippers/Shippers Enhancements 21

Customer Sequence Schedule in Pre-Shippers/Shippers 21

Customer Sequence Schedule with Serialization 22

Sequence Schedule Detail Panel Added in Picked Line Detail Form 22

Peg Pack Sequences Action 22

Shipping Correction Orders 22

Corrections, Returns and Customer Credits 22

Container Returns in Pre-Shippers and Shippers 22

Create an EMT Order in a Pre-Shipper or Shipper 22

Support for Return Material Authorizations Receipts and Shipments 22

Kit Serialization 23

Support for Memo Items in Serialization in Pre-Shippers and Shippers 23

Container Setup 23

Container & Line Charge Ship-To Controls 23

Container Items 23

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Container Charges 24

Logistics Accounting Accrual/Expense Account Setup 24

Outbound Expense Accounts 24

Outbound Accrual Accounts 24

Shipper Validation Rules 24

Shipper Validation Rule Detail 25

Shipper Validation Rule Links 25

Shipper Validation Corrections on Sales Orders Action: Ship Allocated 25

Field Service Management 25

RMA Enhancements 25

Receive Order Action 25

Ship Allocated Action 25

Trade Activity Management 26

Indirect Sales 26

TAM Earned Discount Calculation 26

Financials 26

Financial Action Center KPIs 26

Self Billing - Accrual Exchange Rates 26

Fixed Asset Enhancements 26

Reporting Groups 26

Daybook Summarization 27

Record Numbers 27

Financials Control 27

Operational Accounting Structure Validation 27

Daemons and Events 27

Financials Action Centers 28

Chronological Invoice Numbering 28

Split AP Payments 28

Multiple Control Accounts 28

Shipper Unconfirm Adjustment 29

Manufacturing 29

Engineering 29

Visible In QAD PE Field 29

Co/By-Products Supported in Product Structures & Formulas 29

Production 29

Item Attributes Integrated with Component Issue and Manual Allocation 30

Item Attributes Supported in Receipt Transactions 30

Regulatory Attributes Supported in Receipt Transactions 31

Component Issue with Serialization Supported in More Actions 31

Receipt with Serialization Supported in Receive Order Action 31

Logistics 32

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Planning 32

New View Resources Load Action 32

Inventory 33

Inventory Transaction E-Sig History browse 33

Serialization 33

Match Levels 33

Serials 33

Quality 34

Dynamic Formatting When Entering Attribute Values 34

Supply Chain 34

Purchasing 34

Supplier Scheduled Orders/Releases 34

Supplier Portal Label Changes 34

Purchase Requisitions 35

Requisition Copy Action 35

Bulk Route Action 35

Requisition Lines General Enhancements 35

Purchase Orders 35

PO Lines General Enhancements 35

Purchase Order Receipts 36

Multi-Site Purchasing for Receipts 36

Purchase Order Returns 36

Multi-Site Purchasing for Returns 36

General 36

Notes Enhancements 36

Receive Type Memo Segregation 36

Supplier Items 36

Indirect EAM Requisition and Purchasing Support of Department Flows 36

Supplier Consignment 36

Supplier and Item Consignment Setting Support 37

Inbound Shippers 37

Average Costing for Kit Items Supported in PO Shipper Confirm Transaction 37

PO Shipper Lines Supported with New Tree-List Grid 37

Limited Support for Containers in PO Shippers 37

Shipper Lines with Containers Supported in PO Shipper Confirm Transaction 37

Kit Shipper Lines Supported in PO Shippers 37

Inbound Serialization 37

Purchase Order Unload Supports Item Serials Generation 37

New Inbound Shipper Loose Lines Grid for Serialization 38

Serialization Actions Supported in More Purchasing Functions 38

Confirmation of Serialized Unloaded Inventory PO Shipper Confirm Transaction 39

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Integration with QAD SRM (Supplier Relationship Management) 39

Supplier Synchronization 39

Sourcing Requests 39

Awards and Supplier Price List Synchronization 40

Enterprise Asset Management (EAM) 40

Project 40

New Project Manager Role 40

Project Reallocate Action 40

Plant Maintenance 40

Maintenance Requests Export/Import 40

BOM Type 40

Production Hours 40

Equipment Descriptors 40

Descriptor Definitions 41

Equipment Readings 41

Part Descriptor Query 41

Print Descriptors Action 41

E-Signature Equipment Features 41

DUOM Conversion 41

As Founds 41

Asset Work Order Copy Action 42

Asset Work Order Status 42

Instruction List Types 42

Clearances 42

Craft and Crew 42

Delays 42

EAM Inventory 43

Manufacturers 43

Stores Requisition Approval 43

Physical Inventory Copy 43

Inventory Descriptors 43

Part Types 43

Pay Additives 43

EAM General 43

Indirect UM Conversion 44

Indirect Users and Enable Feature 44

Indirect Employees 44

Indirect Domains 44

Indirect Sites 45

Indirect Owner Groups 45

Indirect Departments 45

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Requisition Approval Group 45

Indirect Accounting 45

Indirect GL Calendars and Enable Feature 45

Indirect Accounts, Indirect Sub Accounts, and Enable Features 46

Indirect Cost Centers and Enable Feature 46

Account Groups 46

Cost Center Groups 46

Miscellaneous 46

Character 1 and Character 2 UDF Codes 46

Base Data 46

Supplier-Specific Schedule Default Settings 47

User-Defined Fields in Business Relations Contacts 47

Analysis Groups in Item Certification 47

Security 47

Copy Bulk Actions in Roles Browse 47

Financials Security 48

Role Permissions for Adaptive UX Resources Not Mapped to .NET UI 48

QAD Enterprise Platform 48

Analytics 48

Services/Extensibility 48

Visualization 49

Interoperability 49

Revision History

Date

Topic

Change

9/29/22

Initial version

11/18/22

Container Returns in Pre-Shippers

and Shippers

Provided additional details regarding

container returns in Pre-Shippers and Shippers

New View Resources Load Action

Removed reference to percentage range

Tools Readings

Removed topic

Memo items (Serialization)

Provided additional details regarding loose

memo items in serialization scenarios.

12/13/22

Manufacturing > Production >

Logistics

Added a new Logistics section under

Manufacturing > Production and provided

information about the new actions in the

Production Picklists browse.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

QAD ADAPTIVE ERP WITH ADAPTIVE UX 2022.1

Introduction

QAD is pleased to announce the availability of QAD Adaptive ERP 2022.1, the latest version of

QAD’s next-generation ERP solution that includes the Adaptive User Experience (UX) and the

QAD Enterprise Platform.

This release is available as a General Availability (GA) release in the cloud. With this release,

QAD has delivered new adaptive manufacturing capabilities to better address tomorrow’s

challenges and rapidly respond to disruption in the marketplace.

Every QAD Adaptive ERP release is filled with enhancements and updates that address the

agility and adaptability required by manufacturers. Many of these improvements are based on

customer and user feedback. Additionally, our partners, business consultants, industry experts,

and other contributors play a key role in our product development efforts by sharing ideas and

affirming the business benefits for new capabilities.

For this release, customers are encouraged to work closely with their QAD account manager or

partner to learn more about the selection, implementation, and use of new and upgraded

capabilities for their specific business requirements.

These release notes include technical information about QAD Adaptive ERP 2022 with Adaptive

UX 2022.1, including the Web UI and the QAD Enterprise Platform, September 2022. Review this

document before proceeding with any phase of an implementation.

Upgrading and Backwards Compatibility

Improvements

This release introduces key improvements that will improve the upgrade process for this release

and in future releases.

Important: The technical aspects of these improvements require that before upgrading to this

version, on-premise customers must coordinate with QAD Service Delivery to run diagnostic tools

that identify the optimal upgrade path.

Cloud customers will be guided through the upgrade process by QAD.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Installation and Configuration Information

The following summarizes installation and configuration changes for this version of QAD

Adaptive ERP with Adaptive UX.

The QAD Document Library (https://documentlibrary.qad.com) offers a complete set of all QAD

user guides, training guides, and other materials.

Versions Requirements and Dependencies

This section lists the product and technology versions required for QAD Adaptive ERP —

September 2022.1.

QAD Adaptive ERP and QAD Enterprise Applications Versions

QAD Adaptive ERP: QAD Adaptive ERP September 2022.1 in the cloud requires:

● QAD Enterprise Applications – Enterprise Edition (EE), 2018, 2019, 2020, 2021, or 2022.

For more information on these releases, see the QAD Enterprise Edition Release Notes.

Enterprise Edition Operation Patches

QAD Enterprise Applications – Enterprise Edition Operation Patches:

● 2021 EE – Operations Patch 2

● 2020 EE – Operations Patch 3

● 2019 EE – Operations Patch 6

● 2018 EE – Operations Patch 7

QAD Financials Versions

● 2022.1 QAD Financials is required for QAD Adaptive UX Financials and Fixed Assets

Important: For the new Financials and Fixed Assets features in QAD Adaptive UX, 2022.1 QAD

Financials is required.

Note: QAD Financials was previously called Enterprise Financials.

QAD Reference Architecture (QRA) Version

The QAD Reference Architecture included with QAD Adaptive ERP September 2022 is QRA 3.26.

Your Application Builder (YAB) Version

YAB 1.16

QAD Enterprise Platform Version

The QAD Enterprise Platform is included with this release, accessible directly from the Web UI.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Web UI Version

The Web UI is the web-based user interface for QAD Adaptive ERP with Adaptive UX, September

2022.

.NET UI Versions

.NET UI versions required:

● .NET UI 3.8.1 for 2022 EE

● .NET UI 3.7.1 for 2021 EE

● .NET UI 3.6.0 for 2020 EE

● .NET UI 3.5.5 for 2019 EE

● .NET UI 3.4.5 for 2018 EE

To support QAD Reporting Framework on Linux with non-Western language fonts, the following

patches are needed:

● .NET UI 3.7.1 for 2021 EE

● .NET UI 3.6.2 for 2020 EE

● .NET UI 3.5.7 for 2019 EE

● .NET UI 3.4.6 for 2018 EE

QXtend Versions

● QXtend 1.10.0 is required to support Tomcat 9

Enterprise Asset Management (EAM) Versions

During installation, you have the option to enable EAM Requisitions Integration, which will

integrate EAM with the requisitions, purchasing, and asset management capabilities in the Web

UI. Using the asset management capabilities in the Web UI can change how you use EAM in the

.NET UI. Further, system configuration changes are required for using the asset management

capabilities in the Web UI. Be sure to work with QAD regarding the necessary configuration

changes for using asset management in the Web UI.

EAM version required:

• EAM 2017.1 (13.3.0.6). Customers will not be allowed to install subsequent EAM patches.

QAD Production Execution Versions

QAD Production Execution 4.0 or higher is required if Production Execution is in use/installed.

Production Orders Versions

For Production Orders, Production Orders 3.2 is required and includes MSW/PSW 4.4.0.x.

Production Orders 3.2 is required if Production Orders is in use/installed, and likewise, Production

Orders 3.2 requires Adaptive UX 2020.1 or above (if Adaptive UX is in use/installed).

Production Orders 3.2.15 or higher is required if 2022 EE is in use/installed.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Trade Activity Management (TAM) Version

Important: TAM 3.3 is included in this release but must be enabled using TAM Control.

Customers currently using TAM 2.6 or lower can upgrade only by taking Adaptive UX 2021.1.

Important: TAM installation, conversion, and implementation information is included in the QAD

Adaptive UX Implementation Guide, available in the QAD Document Library.

Action Center Mobile App Versions

The QAD Action Center Mobile App was retired in the 2020.1 release.

QAD Adaptive ERP Mobile App Versions

The QAD Adaptive ERP mobile app 1.3 is now available on Apple App Store and Google Play

App Store: check for the most recent version available.

Web Browsers Supported

Web browsers supported for use with the Web UI:

● The user interface is only supported on current versions of the Chrome, Safari, and Edge

web browsers (Chrome 91+, Safari 12+, Edge 97). Although other web browsers can be

used, you may experience differing levels of performance and user experience.

● To make sure you have the latest security updates, browsers can be updated

automatically.

Tablets Supported

For tablet use, the user interface is only supported on iPad Pro (or newer equivalent) running iOS

11+ with the Safari web browser. Although other tablets can be used, you may experience

differing levels of performance and user experience.

Technology Versions

Technology

Version

Progress OpenEdge

Minimum Version: 11.7.14

Oracle Java Runtime

1.8.0_321 (8u321)

OpenJDK Runtime

1.8.0_322 (8u322-b06)

Tomcat

9.0.60

Logi Platform Services

3.3 SP12

Apache Spark

3.2

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Ionic Framework

5.7.0

Kendo UI

2022.1.119

WINEHQ

Python

Minimum Version: 2.7

Supported: 3.0

Nifi

1.15.1

Mobile Framework

Cordova 10.0.0

Server Operating System

Minimum Version:

CentOS 7.0

RH 7.0

Recommended: 7.4+

Supported: RH 8.x

Angular JS

1.6.1

TypeScript

3.5.3

Google V8 Engine

7.2

Spring Framework

5.3

Spring Security

5.5.2

Kafka

2.8

Cassandra

3.11.2

MongoDB

4.2.28

Node.js

8.11.4

Elastic Search

7.17.3

Log Stash

7.13.3

Kibana

7.13.3

Apache Web Server

2.4.53

Postgres

12.11

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Logi Composer V7

7.10

Minor Version Update Policy for Third-Party Products

QAD will automatically support minor version changes to third-party products without official

certification—for example, Tomcat 7.0.96 to Tomcat 7.0.109. However, anything beyond

that—for example, an upgrade from Tomcat 7 to Tomcat 9—will not automatically be

supported. Customers who choose to make such an upgrade will be on their own unless they

set up a Services engagement.

Installation Considerations

When installing QAD Adaptive Applications — Enterprise Edition for use with this release of QAD

Adaptive UX, please note the following.

BPM Security Configuration

BPM currently does not support SSL or database security.

OpenEdge TLS Version for Segregation of Duties

Adaptive UX requires OpenEdge TLSv1.2 for segregation of duties. To ensure that the proper TLS

version is enabled, enter the following two settings in the configuration.properties file.

openedge.env.pscsslclient.key=PSC_SSLCLIENT_PROTOCOLS

openedge.env.pscsslclient.value=TLSv1.2

If you do not include these settings during initial installation and activate segregation of duties

at a later time, ensure that you perform this step and then run a yab update.

Web UI Tomcat Maintenance Mode

During environment creation or a YAB update, the Web UI Tomcat server now enters

maintenance mode. In order for this process to run and complete successfully, the application

user that YAB is configured to use must be assigned to a role that allows the use of the system in

maintenance mode. The system checks if the role is set in the following locations in the following

order:

● qad-webshell.tomcat.maintenance.mode.role

● Administrator role in Security Control

● qadadmin or SuperUser role

Enterprise Asset Management Part Location Reconciliation

Upgrades of Adaptive UX from March 2020 and earlier that have EAM enabled require the

merger of EAM part location IDs with Enterprise Edition part locations. EAM part locations are

converted and placed in the EE Parts Location table. EAM legacy location codes allowed up to

16 characters while EE location codes only allow up to eight. Any EAM part locations that are

longer than eight characters are not converted. The conversion routine outputs an error log of

locations that cannot be converted. The customer must review and reconcile these errors.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

If before the upgrade EAM has part locations greater than eight characters, please contact

QAD or partner services to help reconcile the incompatible location IDs.

Tablet Usage Guidelines

Please note the following guidelines for using the Web UI on a touchscreen tablet.

Tablet Interaction Guidelines

● For tablet use, the user interface is only supported on iPad Pro (or newer equivalent) with

the Safari web browser. Although other tablets can be used, you may experience

differing levels of performance and user experience.

● The QAD Web UI is optimized for landscape mode: most tablets in portrait mode are not

quite wide enough to fit all of our fields and full menu.

● For data-entry tasks, an external keyboard is highly recommended.

○ If using the tablet’s virtual keyboard, consider using an alternative keyboard app

for improved functionality and view area usage.

○ If using the tablet’s virtual keyboard, use the tablet’s settings to make the

keyboard smaller so that it does not cover too much of the view area.

○ On some tablets, the virtual keyboard can obscure the view area, especially

when used in landscape mode.

● On a tablet, QAD Web UI views do not offer a hybrid mode where you can

simultaneously access browse and form data.

● Configuring views and stored views is best done on a larger desktop or laptop screen.

● Double-click actions are not supported on tablets.

● Hover events are not supported on tablets.

● The browse grouping (Group By) feature is not yet available for tablet use.

● The Design Layout mode for extending forms is not available on tablets. This feature

requires more screen area and so is only available for laptop or desktop use.

Note: Although the Surface Pro has a touchscreen, the Web UI works on the Surface Pro as it

does with regular laptop and desktop devices. These interaction guidelines do not apply to the

Surface Pro.

Note: Windows 10 can automatically scale displays by 150% for high-resolution screens. For best

results, change the automatic 150% scaling factor to be from 125% to 100%.

Tablet Performance Guidelines

On a tablet, for performance reasons, open no more than five levels deep of drill-down modal

dialogs. If you need to drill down more than five levels deep, open the next drill-down modal

dialog in a new browser tab.

For high-speed broadband connection performance, the following is recommended:

● Minimum download speed 16 mbps

● Maximum latency 150 ms

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Mobile App

The Adaptive user experience (UX) includes not only the Web UI but also the QAD Adaptive ERP

mobile app. This app is available on Apple App Store and Google Play App Store. With the

mobile app, you can access your QAD Adaptive ERP with Adaptive UX environment from your

mobile device. For more information on how to configure and use the mobile app, see the

mobile app’s online help.

Online Help Location

QAD Adaptive ERP with Adaptive UX — September 2022:

https://documentlibrary.qad.com/help/webui/2022_1/en-US/index.html

A system administrator can change the base online help URL setting for the QAD Web UI using

Your Application Builder (YAB) commands.

For example, configure the online help to use the base URL for September 2022 as follows:

1. In the installation directory, locate the /build/config/configuration.properties file and edit

it (for example, using vi) to include the following settings:

qad-webshell.online-help-url=https://documentlibrary.qad.com/help/webui/2022_1

qad-webshell.help.defaultGroupContext=QAD qad-webshell.help.supportedLanguages=en-US

2. From the command line, reconfigure the environment by entering: yab reconfigure

3. Finally, restart the environment by entering: yab stop start

Guide Me

Guide Me is an on-screen assistance feature that shows you how to use the Web UI in a

step-by-step manner. Guide Me includes many scripts that help you get the most out of the

application.

No new scripts were added for this release. However, many existing scripts throughout the

system have been updated and improved.

Information on Prior Releases

The QAD Document Library (https://documentlibrary.qad.com) offers a complete set of all QAD

user guides, training guides, and other materials.

New Features

Utilities Added

● Record Numbers

● Rebuild Account Balances

● Daybook Summarization

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

● Operational Accounting Structure

● Daemons

Action Center Updates

Updated Action Center Features

● The action center user experience is now based on Logi Composer v7. Logi Composer

offers enhanced performance and functionality. It includes new visual types that are not

available in Logi Platform Services and provides the ability to link action centers. If you

are a new Adaptive UX customer, you have access to the Logi Composer user

experience—and compatible out of the box QAD action centers, KPIs, and

visuals—automatically on installation. If you are an existing customer upgrading to 2022.1,

you can schedule when you want to upgrade to Logi Composer. QAD provides

conversion software to quickly convert existing Logi Platform Services visuals to

Composer. Note that, in the next release planned for March 2023, QAD will not support

Logi Platform Services visuals; QAD recommends that you upgrade to Logi Composer as

soon as possible. For more information, contact QAD Support.

● Logi Composer action centers, KPIs, and visuals are always stored as Configuration Data.

In development environments, you can still associate an action center with an app so

that it is part of the package and load procedure for moving app data between

environments. The Origin App URI field in the new Action Centers view allows you to do

this.

● If Logi Composer has not been enabled and Logi Platform Services is still being used, it

will not be possible to export action centers, visuals, and KPIs as part of an app. In this

case, they must be exported as Configuration Data.

● The Action Centers view is a new screen that contains information about all of the action

centers in an environment. You can use this screen to open an action center, include or

exclude the action center from the Action Centers drop-down menu, and associate an

action center with an app.

● With the new action center user experience, you can link an action center to another

action center.

● New visual types available in Composer include maps and word clouds.

● Calculated columns in Logi Platform Services have been replaced by derived fields in

Composer. Composer also offers custom metrics that support aggregated calculations

and comparisons over time.

● Several updates have been made to assist you with building Financials action centers:

○ A new field called Reporting Group has been added to GL Accounts. Reporting

Group is used to categorize GL accounts into meaningful KPI data like Gross

Income, Opex, COGS, and so on. Customers can create Reporting Groups and

update GL Accounts with the appropriate Reporting Group value.

○ The Reporting Group field has been added to the Cube Trial Balance View

browse. This browse is now the data source for Financial KPIs. Logi uses the

Reporting Group field in KPI calculations in place of Analysis Codes. Analysis codes

can still be used if required.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

○ Previously many existing Financial action centers required customers to set up

Report Analysis Codes to collate data from different areas of the trial balance.

With the upgrade to the new version of Logi, new capabilities for formula

calculations within the visuals of action centers now allow faster KPI setup.

New Action Centers

● Revenue & Margin Analysis

● Treasury Analysis

Deleted Action Centers

The following Financials action centers have been replaced by the action centers listed in New

Action Centers.

● Financial Analysis

● Operating Expenses

● Revenue by Entity

● Revenue by Product Line

● Revenue by Sub-Account

Customer Management

Adaptive UX capabilities within the Customer Management area are listed below.

Sales

New Sales Orders Invoice Action

The new Sales Order Invoice action allows you to invoice any memo type sales order lines

without shipping them first. You can also invoice any inventory lines that are shipped.

Access the Sales Orders screen and select Actions > Individual > Invoice to perform the action.

There is no need first to pick/ship memo type sales order lines before being able to invoice them

since these items are not inventory items. The Invoice Action addresses the main business

requirement where users create memo type sales order lines and immediately need to invoice

them. Note: The exception is if self-billing information is needed for the memo type line. If so,

then you must ship the line first to generate the expected self-billing detail behind the scenes.

A secondary feature the Invoice action applies to is where users have shipped inventory sales

order lines but have not yet invoiced them.

Tip: When you select the Ship Allocated action on the Sales Orders screen to ship inventory sales

order lines, there is also a Workflow Option to Invoice now. If you do not invoice at that time,

you may subsequently use this Invoice action for invoicing those shipped lines.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Sales Orders and Sales Quotes Bulk Actions Available as Reports

Several Sales Orders and Sales Quotes bulk actions are now available as reports, allowing you to

schedule the actions or to submit them as background processes. The reports are:

● Sales Order Reprice

● Sales Order Revalue Cost

● Sales Order Check Credit

● Sales Order Allocation

● Sales Order Confirmation

● Sales Quote Release

● Sales Quote Reprice

A typical use case for running a report in lieu of using an action is when processing will involve

many records and potentially require large amounts of time and system resources.

Pick Allocated and Ship Allocated Updates

The Pick Allocated and Ship Allocated Sales Orders actions now can be run across order lines

with different sites, making these actions much more useful and efficient. Before this release, you

could only run these actions for lines with sites matching the sales order header site.

Pre-shippers/Shippers result from the actions as follows:

● When there is only one line to pick/ship, the application creates a single

pre-shipper/shipper using the line site.

● When there are multiple lines to pick/ship and the line sites are the same, the application

creates a single pre-shipper/shipper using the line site.

● When there are multiple lines to pick/ship from the sales order and the line sites are

different, the application creates a separate pre-shipper/shipper for each line site,

placing lines referencing the same site onto the same pre-shipper/shipper.

Consignment Returns in Ship Allocated and Pick Allocated Actions

You can now create a consignment return in a sales order consigned line item. When the

system detects any line records to ship/pick containing a consignment return line (Consignment

= Yes, Qty = negative), it defaults as a customer credit, and it also displays additional options

under the Workflow Options panel, to select it as either a Correction or a Return.

Updates to Sales Orders Confirm Bulk Action

The Sales Order Confirm bulk action allows you to confirm sales order lines in bulk, across many

orders at once. Before this release, the Sales Order Bulk Confirm action would only confirm sales

orders if there were no errors on any sales order or line. Now, the action evaluates confirming

sales orders and lines on a case-by-case basis, instead of an all-or-nothing bulk action.

Relating to the behavior of updating the confirmation status:

● If any line on a sales order remains unconfirmed after running the action, then that

particular sales order (header) should remain in Unconfirmed status.

● If an error is encountered for any sales order line and prevents the line confirmation, the

sales order (header) is to remain in Unconfirmed status.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Sales orders are to be evaluated separately and potentially set to status Confirmed based upon

all the individual order lines being saved in a confirmed status. This means that running this bulk

action across sales orders can result in some sales orders having the status updated to

Confirmed, while others may remain in an Unconfirmed status.

Cell Shading in Sales Order Detail Browse

Shading has been added to fields in the Sales Order Detail browse to bring attention to

potential records of concern.

If the Due Date is:

● In the past, then the cell is shaded red

● Equal to today's date, then it is shaded yellow

● In the future, then it is left unshaded

Note: If the order is fully invoiced, then there is no cell shading regardless of value.

If there is an action status value, then the Action Status field appears with an orange

background color.

Consolidated Customer Scheduled Order Report

Starting with this Adaptive UX release, the Consolidated Scheduled Order Report has been

renamed as Consolidated Customer Scheduled Order Report. This updated label makes it clear

that this report applies to customer schedules and not supplier schedules.

The Consolidated Customer Scheduled Order Report allows you to search for information

related to customer scheduled orders based on general criteria such as a specific

ship-from/ship-to combination, item, or purchase order. The report results display existing

customer scheduled order lines matching the report criteria and, optionally, show the active

status Customer Scheduled Release detail for Plan, Ship, and RSS types of releases. The report

also can show shipment history related to the order lines.

Customer Scheduled Order Allocations

Before Adaptive UX, customers used the .NET UI Sales Order Manual Allocations functionality to

allocate to customer scheduled order lines. This Adaptive UX release introduces a new

Customer Scheduled Order Allocation report. Use the Customer Scheduled Order Allocation

report to allocate inventory to customer scheduled order lines. Run this report as Update: No to

view the potential allocations, or as Update: Yes to commit those allocations. The allocations

are based on the current demand found on the active RSS type of customer scheduled release.

Tip: Use the Inventory Availability browse to view the quantity as allocated after having

successfully committed the updates.

Retrobilling - Create Pending Invoice Action

The Create Pending Invoice action for Retrobills is now available in the Adaptive UX.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

From the Retrobills screen, choose Actions > Individual > Create Pending Invoice to create a

pending invoice for the retrobill selected.

Note: The retrobill must have an Open status to create a pending invoice.

A retrobill is a pricing correction to previously posted invoice lines related to customer

scheduled orders. For the retrobill update to take effect, create a pending invoice for the

retrobill and post the invoice.

In Adaptive UX, you now have the following options to use:

● Create retrobills manually by using the Retrobills screen and the Create Pending Invoice

action on the record to create the pending invoice.

- or -

● Use the Retrobill Auto Create report to create the retrobill and optionally create the

pending invoice.

Also new with this release: when you create a pending invoice, its Origin field is now set to equal

the Retrobil from which it was generated—making it easier for you to identify where a pending

invoice originates from.

Multi-Level Configured Items

Sales Orders

The grid in the Configured Item panel of the Sales Orders > Order Lines > Details screen now

supports multi-level configured items. Configured item information in Adaptive UX is now

grouped together more logically and is more accessible. The tailoring and entry of the order

information is more efficient and intuitive.

A new Auto-Allocate field in the Configured Item panel lets you control allocation for

configured items. The Auto-Allocate button is initially disabled until the order line is saved in a

Confirmed status. If you select the Auto-Allocate field, the application then performs the kit

component item allocation using the quantity values specified in the components grid.

Sales Quotes

The grid in the Configured Item panel of the Sales Quotes > Quote Lines > Details screen now

supports multi-level configured items. Configured item information in Adaptive UX is now

grouped together more logically and is more accessible. The tailoring and entry of the order

information is more efficient and intuitive.

Trailer Tax Detail Report

The Trailer Tax Detail report is now available in the Adaptive UX as a QRF report. Use the Trailer

Codes screen to maintain a trailer code and specify any optional trailer tax detail information.

Run the Trailer Tax Detail report to view how this data is currently defined.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Customer Consignment Processing

Customer consignment processing lets you plan, order, ship, track, and report

customer-consigned inventory using an automated system that reconciles inventories between

suppliers and customers. Invoicing and AR transactions are deferred until the inventory is used

by the customer.

Customer Consignment Inventory (Browse)

This browse view provides a close look at what has been put into In-Transit locations or customer

consignment. You can easily group by using the Ship-To view.

The following functions are available as part of Customer Consignment Inventory:

● Transfer (Bulk Action)

● Update Aging (Bulk Action)

● Record Usage (Bulk Action)

● Undo Usage (Individual Action)

● Corrections, Returns, and Customer Credits

Transfer

Use Consignment Inventory Transfer to manually select consignment inventory to transfer from

one location to another.

Update Aging

Effectively monitor the aging of inventory if it was not used within the agreed time and returned

from your customers to you. The returned items may be obsolete, and you cannot use them any

more.

The maximum aging days enables you to monitor the inventory age, and reduces the loss

caused by obsolete inventory.

Record Usage

Record Usage provides various views—for example, Group by Item View or Group by Order +

Shipper View. It also supports batch processing of multiple customers with different multi-batch

IDs, and Auto Post Invoice is also supported to automatically post customer schedules invoices.

Undo Usage

Undo Record Usage individually reverses the performed transactions of the Record Usage

Action.

Logistics

Pre-Shippers/Shippers Enhancements

Customer Sequence Schedule in Pre-Shippers/Shippers

You can now ship a Customer Sequence Schedule in Pre-Shippers/Shipper. A sequence

schedule provides a detailed, short-term view of a customer's planned requirements. These

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

requirements typically span no longer than a week, and are sent to you (the supplier) in the

order that your customer's manufacturing environment plans to consume them.

Customer Sequence Schedule with Serialization

Sequence Schedule Detail Panel Added in Picked Line Detail Form

In Adaptive UX, you can now use the Pre-Shippers/Shippers hybrid browse to pick and pack,

and to assign sequences to packs.

Peg Pack Sequences Action

You can now use the Peg Pack Sequences action, which is more efficient because you can

process all of your picked packs, and allow the system to help you associate the sequences to

your packs. Because sequences have an alphabetical order, the system is helping you decide

which pack should be linked to which sequence.

Shipping Correction Orders

You can now use Pre-Shippers and Shippers to ship Correction Orders. Previously, the correction

order shipment was only supported or done through the Ship Allocated action.

Corrections, Returns and Customer Credits

Use Customer Consignment Inventory to process returns, rejects, and corrections for customer

consignment orders and shipments.

Container Returns in Pre-Shippers and Shippers

You can now do a container return in Pre-Shippers and Shippers. To return a container, you

need to enter a negative quantity for a container so the system can process it as a return. This is

possible when 'Container Charges' are enabled in the related control settings.

Create an EMT Order in a Pre-Shipper or Shipper

Pre-Shippers and Shippers now are able to process Enterprise Material Transfer (EMT) orders with

the following features:

● The system prevents secondary business unit (SBU) shipment when a primary business unit

(PBU) needs a PO Acknowledgement flow.

● When there are changes to the SBU Pre-Shipper or Shipper—for example, quantity

picked—the system triggers an ORDRSP-S type EDI document to the PBU.

EMT lets you automatically generate purchase orders from sales orders. Using EDI eCommerce,

you can communicate these purchase orders and related EMT documents throughout the

supply chain.

Support for Return Material Authorizations Receipts and Shipments

Pre-Shippers and Shippers now support the shipment of return material authorization (RMA)

return and replacement lines.

You can now enter the RMA number and line number on the shipper line. Use a negative line

quantity to record that a customer has returned items to you for credit, repair, or replacement.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

These items are put into inventory at the specified site and location. A customer credit is

recorded. RMA receipts can be processed only against open RMAs. Multiple receipts can be

processed against each return line item in one RMA.

Use a positive line quantity to ship the items on the RMA replacement lines. The Ship Before

Return setting of the service type providing coverage for the RMA determines whether you can

ship replacement items before the returned items are received.

The Confirm and Unconfirm actions on Pre-Shippers and Shippers have been enhanced to

support RMA receipts and shipments.

All the Serialization features on Pre-Shippers and Shippers now support RMAs, including the Pick

& Pack, Return Pack, and Move Pack actions. Enter the RMA line number to associate it with the

serial packs or items.

Kit Serialization

In Pre-Shippers and Shippers, for any kit component items picked, the kits are now displayed in

the Picked Lines grid. You can view the kit item (parent item) line detail information using the

Details hyperlink in the Picked Line grid. The Unpick button above the Picked Line grid is

available for kit component item lines but deactivated for kit parent item lines.

The minimum is used rather than the maximum, and the Quantity field of the kit parent item is

available for editing.

When you confirm or unconfirm a pre-shipper or shipper for which kit component items are

picked, the kit parent items are displayed in the Lines grid in the screens that open for the

Confirm and Unconfirm actions.

The Return Pack action in Pre-Shippers and Shippers enables you to return a previously

consumed pack or serialized item, and now supports the return of kit component items.

Support for Memo Items in Serialization in Pre-Shippers and Shippers

When shipping serialized packs using the Pick & Pack action, it is now possible to also process

any loose memo items on the sales order. These are order lines that have a non-blank ship

type—typically, non-inventory items such as services or miscellaneous credits, or memo

inventory items like manuals or installation instructions. Previously, this was not supported in

serialization scenarios.

Container Setup

Container & Line Charge Ship-To Controls

A new Container & Line Charge Ship-To Controls hybrid browse allows you to activate and set

up container and line charges for shipments. These charges are applied at the line-item level.

You can apply a container charge to each line item and associate multiple line charges with a

single line. Container charge amounts are determined by container item and ship-to.

You can choose to implement container charges, line charges, or both.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Container Items

You can now use Container Items to associate additional information with inventory items so

that they can be used, tracked, and invoiced by all of the container-related functions in the

system.

Container Charges

You can now use Container Charges to create records defining the amount charged for

specific container items or specific container items used at specific ship-to addresses. You can

set up these records in different currencies and with different charge amounts based on one or

multiple date ranges. Typically, the charge amount is per container. Each record is defined by a

combination of ship-to, container, and currency:

● Define records with a blank ship-to address to indicate that the charge amount applies

to the specified container regardless of where it is shipped.

● Define records with a ship-to address to indicate that the charge amount applies to the

container only when used for shipments to that address

Logistics Accounting Accrual/Expense Account Setup

Outbound Expense Accounts

You can now use Outbound Expense Accounts to assign general ledger (GL) accounts

according to various combinations of logistics charge, product line, site, and optional customer

type and order channel. Outbound Expense Accounts lets you separately track logistics

charges for product lines at multiple sites within the same entity. For example, you may want to

track freight charges from different suppliers for different sites using separate accounts. After

entering each product line, site, and optional customer type and channel code combination,

define Expense and Variance accounts for shipments.

Outbound Accrual Accounts

You can now use Outbound Accrual Accounts to assign general ledger (GL) accounts

according to various combinations of logistics charge, product line, site, and optional supplier

type. The Outbound Accrual Accounts browse lets you separately track logistics charges for

product lines at multiple sites within the same entity. For example, you may want to track freight

charges from different suppliers for different sites using separate accounts. After entering each

product line and optional site and supplier type code combination, define Accrual accounts

for shipments.

Shipper Validation Rules

You can now use Shipper Validation Rules to create and edit shipper validation rules.

The Shipper Validation Rules can be applied not only when you use Pre-Shipper/Shipper Print,

but also on many other places, such as Pre-Shippers, Shippers, and individual actions, such as

Confirm, Unconfirm, Ship Allocated, and Pick Allocated.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Shipper Validation Rule Detail

The system now has a detail-level hybrid browse where you can create or edit the details of a

shipper validation rule.

Shipper Validation Rule Links

You can now use the Shipper Validation Rule browse to link an existing rule to the profiles

defined in the system. A profile is divided in two parts: the ship-from (source country) and the

ship-to (destination country).

Shipper Validation Corrections on Sales Orders Action: Ship Allocated

Now during a submission of the Sales Orders > Ship Allocated action, the system performs a

shipper validation to validate against rules. If any warnings or errors are found, the system

prompts you to correct any issues before the order is fully processed.

Field Service Management

RMA Enhancements

Receive Order Action

You can now use the Receive Order action in RMAs to process the receipt of customer returned

items for an RMA to ensure that they are restocked correctly. This action creates a confirmed

shipper. Additionally, this action now has the shipper print, and invoice post & print capabilities.

Multiple lot/serial numbers can be recorded in this action for the receipts. When the Multi Entry

functionality is used, the system performs the following:

● All the multi-entry lines are saved into the same shipper. The RMA line site determines the

value of the shipper header Ship-From.

● Each combination of site, location, lot, and reference in the Multi Entry creates a

different shipper line, which is the same behavior as the Multi Entry functionality in

Pre-Shippers/Shippers.

● Additional ISS-TR and RCT-TR inventory transactions are generated for any site value

entered in Multi Entry that is different from the RMA line site.

Ship Allocated Action

You can now use the Ship Allocated action in RMAs whenever a customer is returning a line,

and is requesting a replacement line at the same time. The RMA Ship Allocated action is really

helpful in the situation where a replacement line is linked to the returning line, and a sample, or

an item that is not in Inventory, is part of the replacement lines to be shipped to the customer.

The Ship Before Return setting of the service type providing coverage for the RMA determines

whether you can ship replacement items before the returned items are received.

You can also use the Ship Allocated action in RMAs to ship the spare parts ordered without the

need of a return. Additionally, this action now has the shipper print, and invoice post & print

capabilities.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Trade Activity Management

Indirect Sales

● The Action field has been added to the Excel import file to improve indirect sales line bulk

action performance. You can now process many lines by changing the actions from the

Excel file and importing it.

● You can now edit indirect sales lines from the Indirect Sales Lines browse.

TAM Earned Discount Calculation

When running TAM Earned Discount Calculation, the QRF report notifies the user if Earned

Discount Calc is locked.

Financials

Financials new features include the following:

Financial Action Center KPIs

Financial action centers have been enhanced in the September 2022 release to avail of the

new Logi Composer 7 capabilities.

Previously, many existing Financial action centers required customers to set up Report Analysis

Codes to collate data from different areas of the trial balance. With the upgrade to the new

version of Logi, new capabilities for formula calculations within the visuals of action centers now

allow faster KPI setup.

A new field called Reporting Group has been added to GL Accounts. Reporting Group is used

to categorize GL accounts into meaningful KPI data like Gross Income, Opex, COGS, and so on.

Customers can create Reporting Groups and update GL Accounts with the appropriate

Reporting Group value.

The Reporting Group field has been added to the Cube Trial Balance View browse. This browse

is now the data source for Financial KPIs. Logi uses the Reporting Group field in KPI calculations

in place of Analysis Codes. Analysis codes can still be used if required.

Previous action centers have been streamlined and two new action centers with visuals have

been created, Revenue & Margin Analysis and Treasury Analysis.

Self Billing - Accrual Exchange Rates

Self-Bill Invoice Post picks the base currency and statutory currency exchange rates based on

shipment date or invoice date (when no shipment record exists) to clear the accrual accounts.

Previously, rates were picked from the invoice effective date.

Fixed Asset Enhancements

Assets using depreciation deviation allow a negative posting to the secondary posting book

when the primary book useful life is either not yet started or already finished.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Reporting Groups

Use Reporting Groups to group GL accounts. A reporting group can be assigned to a GL

account. This information is then displayed on the Cube Trial Balance View browse. This browse

is used to generate visuals in the action center.

Daybook Summarization

In Inventory Control, the Summarized Journal field determines how transactions are created.

However, from this release you can specify operational transaction summarization settings for

individual Daybooks of type Journal Entries in Daybooks on the Domain Settings panel.

Record Numbers

From this release, record number maintenance is possible using the Web UI. System

administrators can use Record Numbers to set a starting number for a specific business

component—for example, numbers for printed checks

Financials Control

The following actions are now available in Financials Control:

● Rebuild Account Balances

● Rebuild Customer Balances

● Rebuild Supplier Balances

Operational Accounting Structure Validation

The Operational Account Structure Validation report generates a report of all of the places in

the system where default GL accounts, sub-accounts, cost centers can be specified and are

used to generate GL transactions in the operational modules. The report indicates any invalid

combinations. It is important to run this report prior to go-live and then periodically to ensure

that the combinations are still valid.

You can find the report using the menu, or you can find it in the drill-down links on the

Operational Account Tables & Fields browse.

Developers can use Operational Account Tables & Fields to maintain the names of the tables

and the names of the account, sub-account, cost center, and project fields of operational side

tables that need to be validated.

Daemons and Events

Daemons now has an initial hybrid browse displaying all daemon types. From here, you can

select a daemon and edit its properties. You can also select bulk actions from the browse menu

to apply to all daemons, including Start All and Stop All.

There is a single role permission for all daemons to manage Stop, Start, Clear Queue, and Set

Debug Level.

There are two new browses for Event Configurations and Event Destinations where you can add

or modify configuration or destination details.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Financials Action Centers

For more information on updates made to Financials action centers, click here.

Chronological Invoice Numbering

In prior releases, Chronological Invoice Numbering was a standard field in the Invoice

Numbering panel of Domains, and the field was effective for both supplier and customer

invoices. Now, the Domains screen includes separate Chronological Invoice Numbering options

for AR and AP.

These fields allow you to activate or deactivate chronological invoice numbering for supplier

invoices and customer invoices separately. The new settings are located in a new Domains

panel called Invoicing. When you select Consecutive Invoice Numbering in the Invoice

Numbering panel, the Chronological Invoice Numbering fields in the Invoicing panel become

editable.

When you select either of the Chronological Invoice Numbering fields, a drop-down field to the

right is enabled and lets you choose whether to display an error or a warning when an invoice is

created with a posting date earlier than an existing supplier or customer invoice for the same

daybook.

Split AP Payments

In some countries, there is a legal requirement to pay the tax amount to a regulated bank

account. This is an account under the control of both the supplier and the tax authorities. You

can now:

● Mark a supplier as subject to split payments.

● Indicate that a bank account is regulated.

● When the invoice is created, automatically split the payment into the base amount and

the tax amount. The amount must be paid from an own regulated bank account to the

regulated bank account of the supplier.

Multiple Control Accounts

Use the Control Account fields in Customers and Suppliers to update the default account in the

Control GL Profile for invoices or credit notes. The Main panels for Customer Invoices and

Supplier Invoices both display the updated account in a new Control Account field.

If the Control Account field is blank, the default account is used to generate the posting. You

can only specify customer or supplier control account types in the Control Account field.

Postings for the invoice use the control account specified here, instead of the control account

determined from the profile stored on the customer or supplier record.

The Control Account feature is supported for all types of invoices except:

● Finance Charge

● Prepayment

● Adjustment types of invoices

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Shipper Unconfirm Adjustment

In some countries, canceled invoices must match the original invoices. To support this

requirement, the new Invoicing panel in Domains contains two new fields, Shipper Unconfirm

Adjustment and Shipper Unconfirm Adjustment Daybook. When Shipper Unconfirm Adjustment is

selected for the domain and the relevant daybook is specified, Shipper Unconfirm

automatically adjusts credit notes against the original invoices.

Manufacturing

Manufacturing includes new features in several areas.

Engineering

Engineering now includes:

Visible In QAD PE Field

The Visible In QAD PE field is added to Routing Operations and Production Order Routings.

The system downloads all operations whose Visible In QAD PE field is selected from EE to QAD

Production Execution.

Note that the Visible In QAD PE field is hidden in the factory view by default. In addition, this

field is editable only when the Milestone Operation checkbox is not selected. If Milestone

Operation is selected, Visible In QAD PE is automatically selected and is read-only.

Co/By-Products Supported in Product Structures & Formulas

Co/by-products are now supported in Product Structures & Formulas. Co-product/by-product

structures are entered as relationships between a base process (BOM/formula code) and each

of its co-products and by-products.

A base process is a common process that creates more than one product. A resulting product

can be a co-product or a by-product:

● Co-product: A product that is the intended result of a process and usually has significant

sales value

● By-product: A product that is an incidental result of a process and usually has little sales

value

By selecting the Base Process checkbox in the Main panel of Product Structures & Formulas, you

can create a product structure or formula for co/by-products, or add co/by-products to an

existing structure or formula. Once you select Base Process, the system displays the Quantity

Complete Method field in the Main panel. In addition, the system displays the Co/By-Products

panel below. You can then add or maintain co/by-products in the Co/By-Products grid. You

can also click Details to launch the Co/By-Product hybrid view for further maintenance.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Production

Production now includes:

Item Attributes Integrated with Component Issue and Manual Allocation

The Attribute Status field is added to the Issue Components details page as well as the Allocate

window, showing whether the entered inventory is conforming to attributes. The value of

Attribute Status can be Conforming or Non-confirming.

In the component issue grid of Report Component Issue, Report Rework, Report Operation

Activity, and Receive Order, when the component is associated with attributes and there is any

non-conforming attribute, a yellow triangle displays in the Status field even though the Quantity

Issue value matches the Quantity Required value. A tooltip stating "Inventory attributes values

not conforming with order" also pops up when you hover the mouse pointer over the icon. In this

case, you can select the component record and click Details to launch the Issue Components

details page for maintaining the item attribute status. On the Issue Components details page, if

the Attribute Status of the component or substitute item is Non-conforming, the system highlights

the Component/Substitute Item cell in yellow, as well as its Attribute Status cell.

To open the Allocate window, select a component record in the Bill of Materials panel of

Production Orders and click Allocate. You can then check the Attribute Status value in the

Detail Allocation grid to see whether the entered inventory is conforming to the attributes. If the

inventory being allocated is non-conforming, a confirmation message pops up, saying

"Inventory attribute values not conforming with order."

Item Attributes Supported in Receipt Transactions

In the Report Operation Activity, Report Operation Move, and Receive Order windows, you can

receive multiple lot/serials for an item using the receipt panel. When the item has associated

item attributes, you can select a record in the receipt grid and click Attributes to launch the

Attributes details page for managing item attributes.

On the Attributes details page, the grid in the Main panel shows the inventory line and the

attribute lines, displaying a list of attributes associated with the item lot.

● The inventory line displays the inventory details associated with the item lot, including the

site and location where the item and lot exist, the inventory status of the location, the

quantity that is stored in the location, and so on.

● The attribute lines display the attributes associated with a lot or sublot, including the

attribute ID, attribute name, the attribute level, and so on. Each row identifies an

attribute and displays the attribute details. The information in the row highlights how the

attribute value changes with the transaction, what the conforming/non-conforming

result is, if the value was validated, and what the specification is.

After you perform a receipt transaction with item attributes or test specifications, you can open

the Quality Orders drill-down link to view the quality order generated; or use Item Lots to view

and monitor changes to lot attribute values.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Regulatory Attributes Supported in Receipt Transactions

When you use the Report Operation Activity, Report Operation Move, or Receive Order action,

the Receive or Inventory to Receive panel now allows you to enter regulatory attributes for

items that have multiple lot/serials:

● When you enter an existing lot, the grid displays its regulatory attribute values and they

are read-only.

● When you enter a new lot, the grid allows you to modify the regulatory attributes as

needed.

The regulatory attributes that can be reviewed or modified include Expire Date, Inventory

Status, Grade, and Assay %. When items are received into inventory, they are assigned Assay %,

Grade, Expire Date, and Inventory Status. You can review and modify the regulatory attributes

for items held in inventory in the receipt grid.

Additionally, after entering regulatory attributes in the heading frame, you can select the Use as

Default checkbox to set the preceding regulatory attribute values as the defaults for all receipts

on this order.

Component Issue with Serialization Supported in More Actions

The Component Issue with Serialization feature, which was introduced to the Report Operation

Activity action in the previous release, is now supported in more actions:

● Receive Order

● Report Component Issue

When Serialization is enabled, to issue components by pack, you can use the Report Operation

Activity, Receive Order, or Report Component Issue action and select the Issue by Pack field.

You can then issue inventory for serialized items and packs, which helps you easily manage your

serialized inventory.

With this function, you can:

● Issue assembly packs, either a full pack or some of its lower-level packs.

● Issue unit packs, either full packs or part of their inventory.

● Issue serialized items that are not in pack.

● Issue non-serialized items that are not in packs.

After adding the serial IDs to be issued to the grid, you can click Calculate Operation. The

system automatically calculates an operation where the components are in use according to

the component requirements, and displays the operation in the grid.

Receipt with Serialization Supported in Receive Order Action

The Receipt with Serialization feature, which was introduced to the Report Operation Activity

action in the previous release, is now supported in the Receive Order action as well.

When Serialization is enabled, to receive finished goods by pack, you can use the Report

Operation Activity or Receive Order action and select the Receive by Pack field. The system

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

displays different Serialization fields, depending on the settings of the Auto Generate Packs and

Receive Assembly Pack fields. You can then receive serialized and non-serialized inventory into

unit and assembly packs.

Supported scenarios include but are not limited to the following:

● Build and receive multiple unit packs at once and specify the quantity in any partially

filled packs by selecting the Auto Generate Packs field.

● Create and receive a multi-level assembly pack based on a BOP code. You can build

the assembly pack with either serialized or non-serialized items.

● Build a mixed assembly pack that contains different lot numbers. For example, you can

receive unit packs and loose items.

● Receive multiple assembly packs by selecting both the Receive Assembly Pack and Auto

Generate Packs fields.

Logistics

Added the following actions to the Production Picklists browse:

● Pick. This action allows users to select a picklist and sequence from the Production

Picklists browse and pick components needed from inventory. When these components

are picked, the system updates the Qty Picked on the picklist sequence. Any serials that

are selected are updated to picked Stage. Users can select either Order or Bulk type

picklists. If the Picklist Type is Order, then this picklist is for a specific order. If the Picklist

Type is Bulk, then the picklist is for multiple orders.

● Unpick. This action allows users to select a picklist and sequence from the Production

Picklists browse and unpick components already picked. When these components are

unpicked, the system changes the status of the packs from Picked to Active and the

inventory quantities are updated. The Open Quantity is increased by the Unpick

Quantity.

● Transfer. This action allows users to transfer components that were picked (with a Pick

Policy = Transfer) on a picklist/sequence and move them from the stocking location to

the shop floor. For loose items, users can specify the quantity picked for a component

that should be transferred. For serialized items or packs, users can only transfer the entire

serialized pack or individual serialized item.

Planning

New View Resources Load Action

A new View Resources Load action is available from the Resources hybrid browse. Use the new

action to view the item resource load summary and details. The item resource load summary

shows the available resource capacity and required resource capacity to meet scheduled

production in daily, weekly, or monthly buckets. You determine start/end dates and the horizon

duration for data that displays. These options let you control and view only specific load data.

The action form includes two panels:

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

● Main panel: Contains key information that identifies a site and a resource number and

lets you set up a start/end dates, the UM, and the horizon duration.

● Resource Load Summary panel: Contains a grid of item resource load summary data

that helps you determine the required resource capacity to meet production in daily,

weekly, or monthly buckets, or GL calendar periods. Over-/under-capacity information

displays in the grid. When you change the filter criteria—for example, from days to

months—the grid refreshes data automatically.

Inventory

Production Order Component Profiles. This allows a quality manager to be able to create and

edit production order component profiles, and to add profile attributes, to capture attributes

applicable to a specific production order component.

Production Order Profiles. This allows a quality manager to be able to create and edit

production order profiles, and to add profile attributes, to capture attributes applicable to a

specific production order/sales order combination.

This screen works for both discrete and cumulative production orders. (In .NET UI, there were

separate functions for the different types of orders.)

BOM Component Profiles. This allows a quality manager to be able to create and edit BOM

component profiles, and to add profile attributes, to capture attributes applicable to a specific

BOM component.

In addition to the new enhancements, many new BC component conversion profiles have

been added, including:

● Inventory Detail

● Item Attribute Profiles

● Item Supplier Profiles

● Item Customer Profile

Inventory Transaction E-Sig History browse

The Inventory Transaction E-Sig History browse has been added in September 2022. This browse

allows you to view all eSignature history records pertaining to a specific inventory transaction for

inventory transfers or inventory updates, so that you can easily view what changes were made.

For example, if a transfer was performed that triggered an eSignature event, you can see

where the inventory was (From values) and where the inventory was moved to (To values).

Serialization

Match Levels

Match levels functionality has been introduced in September 2022.

Use Match Levels to define a match level by supplier, ship-to, or their combination when

receiving goods. You can set a default match level for shippers that come from a specific

supplier and ship to a specific site. The match level value determines the receiving level when

unloading goods; for example, it dictates whether you only scan the master pack or scan each

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

pack's serial during receipt. The system displays the default match level value when you match

the actual unloading data with the ASN received.

Serials

New and enhanced Serials actions have been provided with Serialization, allowing you to ship

and manage your packaging more effectively.

The new actions and enhancements include:

Pack Merge. This new action allows you to combine the contents of two packs into one pack.

After merging the packs, the stage of the From Pack becomes Decommissioned because all its

contents have been merged into the To Pack.

Repackage Pack. This new action allows you to repackage contents on existing active

homogenous unit packs with non-serialized items into another pack.

Decommission Pack. Additional enhancements have been made to this action so that it now

supports Mixed Packs and Serialized Item Units.

Quality

Dynamic Formatting When Entering Attribute Values

Beginning with the September 2022 release, when quality managers enter attribute values, the

field formats will dynamically update based on the attribute format defined in the Item Attribute

Definition screen.

For example, an attribute can now be set up with a decimal data type defined as five places.

When entering attribute values in Item Attribute Profile Specifications, Quality Orders, Production

Orders, or during a Receive Unplanned Action, you can enter the specified value down to the

fifth decimal point. If you enter a value that is only three decimal places, the system

dynamically adds the extra zeros at the end to match the required value.

Supply Chain

Purchasing

Purchasing new features include the following:

Supplier Scheduled Orders/Releases

Supplier Portal Label Changes

The Supplier Portal label has been changed to Web Portal in Supplier Scheduled Orders and

Supplier Scheduled Releases screens to indicate the communication channel or

communication statuses when scheduled releases are sent to the supplier through any portal.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Purchase Requisitions

Requisition Copy Action

A new action available in the Requisitions and My Requisitions hybrid browses lets you copy GRS

(direct/indirect) or EAM indirect requisitions. This enhancement was designed for Adaptive UX

customers who use GRS requisitions, and it was not available in the .NET UI. Additionally, options

can be leveraged to copy notes or attachments to the copied requisition. The Copy action

provides the flexibility to edit some important information for requisitions to be copied before

final submission.

Bulk Route Action

A new action available in Requisitions and My Requisitions hybrid browses lets you route GRS

(direct/indirect) or EAM indirect requisitions. This enhancement was designed for Adaptive UX

customers who use GRS requisitions, and it was not available in the .NET UI. The bulk route action

is beneficial when several requisitions are migrated during an upgrade and require routing at

one time. Additionally, for GRS requisitions, you can modify the Route To before final submission

depending on Purchase Requisition Control setup.

Requisition Lines General Enhancements

Enhancements were made in requisition lines. You can now edit the location for the item being

requested; this lets requesters specify where the inventory will be received beforehand.

You can also view information related to the quantity received and returned after the

requisition has been converted to a purchase order in the requisition lines. This enhancement

lets requesters see how much has been received and returned against the requested quantity.

Requisition line controls were enhanced to avoid excess supply when the items are already

requested via different purchasing processes, such as Indirect Supplier Price Agreements for

indirect items or blanket orders for direct items.

Purchase Orders

PO Lines General Enhancements

Enhancements were made to purchase order lines to make the requisition line editable. Users

are no longer required to use the lookup on the Requisition option when selecting the requisition

line, making the edit faster and more user friendly.

In addition, the Original Due Date option now stores the Due Date value when you change the

due date for the first time. You can use this key information to analyze any discrepancies in the

due dates once the PO is created without any requisitions or was released from a requisition or

blanket order.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Purchase Order Receipts

Multi-Site Purchasing for Receipts

This multi-site purchasing receipt enhancement is implemented in all purchasing document

receipts and addresses a previous gap in the direct purchasing flow. Users can now see

intercompany postings when a receiving site has an entity that is different from the purchase

order AP site entity.

Purchase Order Returns

Multi-Site Purchasing for Returns

Like the multi-site purchasing receipt enhancement, this enhancement for all purchasing

document returns addresses a previous gap in the direct purchasing flow and lets users see

intercompany postings when a receiving site has an entity different from the purchase order AP

site entity.

General

Notes Enhancements

The Notes panel now shows additional information, such as the master reference, language,

and type in all purchasing documents (requisitions , purchase orders, blanket orders, supplier

scheduled orders, and PO shippers).

Receive Type Memo Segregation

For memo lines in all purchasing documents, a new Memo Order Type option has been added

in the lines to allow buyers, requesters, and purchase material planners to further define the kind

of memo item that is referenced. For example, for an expense memo item, the Receive Type

selected should be Memo, and you can now enter the Memo Order Type value as E(xpense).

To provide control, you can maintain the Memo Order Type value in Generalized Codes.

Supplier Items

The system now searches supplier item records when the Supplier option is blank. The search is

applicable to all suppliers in all purchasing documents and improves EMT flows.

Indirect EAM Requisition and Purchasing Support of Department Flows

Requisitions and POs now provide visibility to the department along with accounting Information

for EAM indirect flows. Previously, department-related information was missing from requisitions.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Supplier Consignment

Supplier and Item Consignment Setting Support

With this release, users can now specify different consignment settings for the supplier and direct

items in the Adaptive UX.

Inbound Shippers

Average Costing for Kit Items Supported in PO Shipper Confirm Transaction

Average costing is now fully supported, generates correct GL, and calculates cost for the KIt

parent item during EMT PO shipper confirmation. This enhancement addresses previous

limitations in the EMT kit flow.

PO Shipper Lines Supported with New Tree-List Grid

The PO Shipper Lines grid has been refactored to display a tree-list view, enhancing visibility for

container lines with contents or kit parent lines with components that you can now view as

multi-level structures. You can use the new Add Child button in the grid to add components on

the fly for the kit parent in PO shipper lines.

Limited Support for Containers in PO Shippers

Users can now view and modify a container and its contents in PO shipper lines and add loose

lines to the PO shipper that has containers. There are some restrictions in the PO shipper lines

when creating/deleting containers or when adding new content to the existing container line.

Shipper Lines with Containers Supported in PO Shipper Confirm Transaction

Users can now successfully confirm PO shipper lines with containers and are no longer required

to perform this action in the .NET UI when containers exist and there are no modifications

required in the PO shippers.

Kit Shipper Lines Supported in PO Shippers

EMT kit PO shipper line creation, deletion, and modification are now supported in PO shippers.

You can use the new Add Child button in the Shipper Lines grid to add components on the fly

for the kit parent in PO shipper lines. You can edit EMT kit PO shippers received via EDI or the

web portal and successfully confirm to generate EMT PO receipt transactions.

Inbound Serialization

Purchase Order Unload Supports Item Serials Generation

Users can now use the Unload action on POs and supplier scheduled orders to add a unit pack

structure for serialized items (when Serial Control is set to Mandatory). For convenience, you can

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

generate item serials on the fly during submission or use the item serials pop-up to add serials

manually. An Item Serials column has been added to the Contents grid in the Unload action

screen to indicate when users are not auto-generating item serials. When no item serials have

been in the pop-up, the Item Serials column is highlighted in orange.

The following use cases are supported for the Unload action on purchasing documents:

● Loose inventory without any packaging structure

● Loose serialized inventory without any packaging structure

● Single-item, single-lot unit pack structure with serialized and non-serialized content

● Existing packs in the New, Decommissioned, or Pending stage and item serials,

generated using the Create Pack action (from the Purchase Orders, Supplier Scheduled

Orders, or PO Shippers hybrid browses) during the unload to package and receive

inventory.

● Manual entry of new serials, rather than auto-generated serials, for the unit pack

structure or serialized item. This supports any labels received from the supplier.

New Inbound Shipper Loose Lines Grid for Serialization

A new Inbound Shipper Lines grid has been added to PO Shippers for this release to support

loose items. (Adding, modifying, or deleting loose lines is the same as described in the PO

Shipper Lines grid online help.) You can confirm inbound shipper loose lines in the grid via the

Confirm action for PO shippers.

The PO Shipper Lines hybrid browse displays PO shippers created with data either in PO shipper

lines or in the Inbound Shipper Lines grid; however, note that you can only view the inbound

shipper lines. To modify or delete inbound shipper lines, use PO Shippers.

Serialization Actions Supported in More Purchasing Functions

● Create Pack by PO/Supplier Scheduled Orders/PO Shippers

In the Web UI, a new Create Pack action has been added, enhancing visibility and

usability as compared to .NET UI functionality. The new action is accessible from

Purchase Orders, Supplier Scheduled Orders, and PO Shippers,. Use the new action to

generate packs using a pack code or a pack structure that is based on an optional

packing slip or a PO shipper. While generating packs, you can now see the packaging

structure when you select the new Pack Structure option. You can adjust the number of

packs for any pack code or serialized content in the packaging structure.

Also in the Create Pack action, a new Serial Control field has been added to improve

visibility when packs are generated for serialized content, letting you immediately view

and verify the number of packs.

● Unload by PO Shipper

The Unload action is available from the PO Shippers screen. Use the action to unload

different contents and auto-generate multiple single-item, single-lot packs. You can

submit all content and serial information that has been shipped by the supplier as

unloaded unconfirmed inventory.

When there are mismatches between what was promised on the supplier ASN and what

was actually unloaded, a warning displays along with a Discrepancies Found matching

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

status. You can then review the Purchase Order Discrepancies report for details. This is an

improvement over .NET UI functionality, where users had no warning about

discrepancies and always had to run the report.

You can optionally choose to confirm the shipper or not using the Unload action or the

Confirm action for PO shippers once discrepancies are analyzed. Additionally, you can

navigate to different serialization reports or browses in this screen via drill downs.

You can use packs generated from the Create Pack action for PO shippers in this action

for labeling the content or pack.

● Return by Pack option in Return Order Action

You can now use the Return Order action to return loose inventory, or you can use the

Return by Pack option to return serialized inventory. The Return Order action is available

in both Purchase Orders and Supplier Scheduled Orders.

With the Return by Pack option, you can return single-item, single-lot, mixed serialized

assembly packs or unit packs that contain serialized or non-serialized content. You can

also return loose serialized content or loose non-serialized items. You simply scan or enter

the serials, and the system populates all content information to the Return by Pack grid

for return.

Confirmation of Serialized Unloaded Inventory PO Shipper Confirm Transaction

You can also confirm unloaded inventory using the Confirm action. The system now displays a

warning message in the Confirm action screen to run the Purchase Order Discrepancies

drill-down report from the Confirm action screen when unloaded inventory exists for the PO

shipper. You can verify the information between ASN and the unloaded inventory and then

submit to confirm the PO shipper.

Integration with QAD SRM (Supplier Relationship Management)

The QAD SRM (Supplier Relationship Management) product suite creates value for

manufacturers by improving supplier collaboration, ensuring optimal sourcing, and allowing

faster response to changes in supply and demand.

This release provides a standard out-of-the box integration between QAD SRM and QAD

Adaptive ERP. The integration covers the following areas:

Supplier Synchronization

Supplier synchronization for new and existing suppliers from QAD Adaptive ERP to QAD SRM and

vice versa is now fully available.

Sourcing Requests

Sourcing requests is a new business flow that lets you create sourcing requests in QAD Adaptive

ERP and send them directly to QAD SRM.

Additionally, optional features are provided, such as calculation of the projected quantities for

the items to be sourced, based on the demand; in supply; or in historical transactions.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Awards and Supplier Price List Synchronization

When QAD SRM awards a supplier in a sourcing request process, the system automatically

synchronizes either the supplier or the price list related to the awarding with QAD Adaptive ERP.

Enterprise Asset Management (EAM)

EAM new features include the following:

Project

New Project Manager Role

A new Project Manager role allows easy access to EAM Projects, Account Groups, Asset Work

Orders, Cost Center Groups, Maintenance, Equipment, Purchasing, and Inventory, Tools, and

Reports.

Project Reallocate Action

This new action lets you reallocate the budget from a project to other projects.

Plant Maintenance

Maintenance Requests Export/Import

You can now import/export maintenance request content using the Import or Export functions

in the More button at the top of the Maintenance Request browse. You can also edit an existing

record, add a record, or delete records in the data that is exported and imported. The system

sends the export file to your inbox.

BOM Type

A new BOM Types hybrid browse lets you define and maintain BOM type codes for equipment

and specify the structure of systems and assemblies associated with the equipment. BOM type

codes enable the system to generate a more detailed analysis of where repairs were made on

a piece of equipment. You can use a BOM type code to set up the default or standard system

and assembly structure for a piece of equipment.

Production Hours

A new Production Hours hybrid browse lets you load, edit, or delete production hour data.

Data, in the .txt format, can be entered into this browse either automatically from the EAM Job

program or manually from the Load action.

Equipment Descriptors

A new Equipment Descriptors drill down is available from the Equipment hybrid browse. The drill

down lets you set up a standard template for certain technical information. Descriptor codes

further describe a piece of equipment or an inventory part. Adding a descriptor to equipment

will display the associated description, type, and kind. It will also bring in the specifications

associated with that descriptor into a grid that lets you fill in the values for each specification.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

You can also use the new Equipment Descriptors Copy action to define additional descriptors

quickly, or use the new Equipment Descriptors Print action.

Descriptor Definitions

A new Descriptor Definition hybrid browse lets you add or edit a descriptor definition. Descriptor

definitions are used to create standard technical documentation for equipment and inventory

parts. The descriptor lets you set up a standard template for certain technical information and

then associate it with a number of pieces of equipment or inventory parts. Once the descriptor

is associated with a given inventory or equipment record, you can update the information on a

given field in the template.

Equipment Readings

The following new actions are now available for Readings records:

● Reset Actuals: Lets you reset the number of times to 0 (zero) that the high and/or low

readings have been exceeded.

● Update Tolerances: Lets you set the max high and low occurrences for out-of-tolerance

readings and trigger notifications, and define whether corrective maintenance work

orders should be generated.

● Replace: Lets you replace a meter/monitor.

Part Descriptor Query

Use the Part Descriptor Query to find parts based upon technical specification values found in

descriptors. You can filter the data that displays in the browse or use the Parts drill down to view

data for the part for the descriptor.

Print Descriptors Action

From either the Equipment or the Inventory hybrid browse, you can use the new Print

Descriptors action to run an online report to view descriptor data for parts or equipment.

E-Signature Equipment Features

You can set up options in E-Signatures Setup to enable electronic signatures when creating or

maintaining equipment for EAM. Once you do, the system requires users to provide signature

type, reason codes, and time-stamp data in a form that displays in the Equipment form.

DUOM Conversion

Use the new DUOM Conversion hybrid browse to define the driving units of measure (DUOM)

conversions for equipment. Readings are used in production-driven maintenance. You can set

up or edit a record to establish the conversion factor between one DUOM and another. DUOM

conversions can be generic (for example, hours to minutes) or equipment specific. For example,

one stroke by a press produces four of part ABC. Use a multiplier of 4 to convert the number of

parts ABC produced to the number of strokes on the press.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

As Founds

Use the new As Founds hybrid browse to create and maintain as-found codes that technicians

use to specify the condition of the equipment as repairs begin. The As Found code is recorded

on asset work orders for reporting purposes.

Asset Work Order Copy Action

A new copy function lets you copy an existing asset work order to a new work order in a single

step. The system displays the copied work order in the browse with an order number that is next

in the numbering sequence. Once the order is copied, the system also copies information

related to Equipment, Work Instruction Lists, and Stores Requisition Lists.

Asset Work Order Status

The new Asset Work Order Status hybrid browse lets you create user-defined codes that

describe the status of an EAM work order. You can create asset WO status codes that contain

specific functionality. For example, you can:

● Indicate the default status when creating a service request, CM, or PM work order.

● Specify that the C or F status for a PM work order triggers the update of the associated

sliding PM template.

● Allow EAM to automatically send an email to the WO notify person any time a work

order changes to that status.

Note: You cannot delete system-defined status codes, such as O(pen), F(inished), C(closed),

and X(Canceled).

Instruction List Types

A new Instruction List Types hybrid browse lets you create instruction list types to use with

instruction lists (MILs) for better sorting and filtering. For example, you can create list type codes

for common instructions for PMs, repairs, and rebuild type classifications. You can apply those

codes to MILs and then group and sort the MILs by those list type codes.

Clearances

Use the new Clearances hybrid browse to create and maintain user-defined clearance codes

used in preventive maintenance and work orders. For example, you can create clearance

codes that provide an additional level of safety by stipulating that users can run machinery

while performing a type of work or, conversely, that machine should be shut down while

performing work.

Craft and Crew

While setting up EAM employee data, you can enter the employee’s craft, as defined in the

new Craft hybrid view and the crew to which the employee belongs, as defined in the new

Crew hybrid view.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Delays

Use the new Delays hybrid browse to create and edit delay codes for EAM work. Delay codes

are user-defined codes used to describe why work has been delayed.

EAM Inventory

Manufacturers

A new Manufacturers hybrid browse lets you edit or create manufacturer codes that identify a

manufacturer for parts.

Stores Requisition Approval

Maintenance Managers and Project Managers can use this function to create or edit groups

who approve stores requisitions. For stores requisitions, you can require that the requisition be

authorized by specified users who are part of an approval group. Once a member of the group

approves the stores requisition, the requisition can be processed.

Physical Inventory Copy

Use the new Copy action from the Physical Inventory hybrid browse to copy an existing physical

inventory record. The system copies the record's header and lines. The system automatically

assigns a new physical inventory number to the copied record and sets the status to

S(cheduled). This function supports repeatable, consistent inventory counts.

Inventory Descriptors

A new Part Descriptors drill-down link, accessible from the Indirect Inventory hybrid browse,

displays lists of descriptors that act as a template for certain technical information. Descriptor

codes further describe a piece of equipment or an inventory part. You can also print part

descriptors (see the description of the Print Descriptors action).

Part Types

A new Part Types hybrid browse lets you define part type codes that are used in the stock

replenishment routine. Part types indicate a part’s functional application and are used for

filtering and reporting.

Pay Additives

Use the new Pay Additives hybrid browse to create and maintain user-defined codes that are

used to add a specific amount to the standard hourly rate when posting labor. For example, if

an employee has an hourly rate of $10/hour, and is associated with a pay additive code for 50

more cents, then the hourly rate becomes $10.50. Sometimes, companies use the pay additive

code for weekend shifts or third shifts as an incentive for employees to work in the off-times.

EAM General

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Indirect UM Conversion

Use the Indirect UM Conversion hybrid browse to convert the order UM to the issue UM for one

indirect item (part) or to all parts. This function lets you define relationships between units of

measure for ordering and issuing indirect parts. At the time of purchase and receipt, the system

will utilize these conversions.

Indirect UM conversions can be generic (eaches to dozens) or may be part specific (eaches to

cases).

Note: Indirect UMs and UM conversions must be manually synchronized with ERP UMs and UM

conversions.

Indirect Users and Enable Feature

Use this new hybrid browse to edit indirect user data that is downloaded from EE user data, such

as EAM-specific user details and preferences. The indirect user record is linked to the user’s

corresponding employee ID. This link reduces unnecessary duplication of information. EAM can

automatically populate employee information required for the transaction based on the user’s

ID.

The following new drill downs were added to the Indirect Users hybrid browse:

● User Sites: The User Sites drill-down link associates a specific site with a user and lets you

indicate if the site is a primary site. You can specify a user in a single- or multiple-site

configuration.

● Approval Groups: The Approval Groups drill-down link associates a specific approval

group with a user. When editing an existing approval group, you can edit the stores

requisition approval group or the requisition approval group.

● Account Groups: The Account Groups drill-down link associates a specific account

group with a user.

Use the Enable Indirect Users action to enable EAM users that you select from the list of ERP users

that displays in the Enable Indirect Users browse. You can quickly view the Enabled in EAM

column in the browse to find users who are not enabled for EAM and enable them in bulk from

a single form.

Indirect Employees

Use the new Indirect Employees hybrid browse to maintain employee data for EAM. The

Indirect Employee form contains a summary panel at the top with user ID, and three panels:

Main, Codes, and User Defined. The Main panel includes the Personal and Labor Credit

subpanels.

Note: For EAM employees to be available in the QAD Web UI, you must enter employee details

in both Indirect Employees and either .NET UI Employee Create (36.1.7.1) or Employees in the

QAD Web UI.

You can also export/import employee record data to a spreadsheet. Once exported, you can

delete records or add/edit records. When you import data, updated record data displays in the

Indirect Employees browse.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

Indirect Domains

Use this new hybrid browse to create domain records for EAM. Domain records are important

when EAM integrates with the QAD ERP system. You can enable EAM for a domain within the

Main panel; this supports businesses that use EAM for purchasing only in selected domains. You

can set options for a domain in several areas, such as base currency, ERP and financial

integration, SAF, and General Ledger. You can also set options for Maintenance and Inventory.

Finally, you can link entities or sites to the indirect domain via an Entities/Sites grid within the

form. In the grid, when the entity does not exist, you can create it easily through the grid.

Indirect Sites

Use the new Indirect Sites hybrid browse as a single point to create and maintain Asset

Management sites. The Indirect Sites form contains controls for various functionality options for a

site. For example, you can set options in multiple panels and subpanels that cover report

Options, Purchasing, Inventory, Maintenance, Operations, and more.

Indirect Owner Groups

Use the new Indirect Owner Groups hybrid browse to define or edit an Asset Management

owner group. Owner groups can be selected in the Owner option in equipment, PM template,

and Master Instruction List records. When an owner group is entered as the owner, any member

of that group can update the record.

Indirect Departments

Use this new hybrid browse to define and maintain EAM departments. Departments are only

used within EAM. They are not downloaded or reflected in the ERP, but are used for reporting

EAM transactions. EAM passes the department code to requisitions and POs from asset work

orders, equipment, and stores requisitions.

Requisition Approval Group

Use this new hybrid browse to create or edit an indirect requisition approval group who can

authorize expenditures. For indirect requisitions, you can require that the requisition be

authorized by specified users who are part of an approval group. Once all members of the

group approve the requisition, the requisition can be processed.

Indirect Accounting

Indirect GL Calendars and Enable Feature

Use this new hybrid browse to set up, maintain, and view the GL accounting periods for a

calendar year for EAM. You define the indirect GL calendar as part of your financial setup for

EAM. Use the Main panel to define initial data; then, use the grid to define the periods of the

calendar. You can view period details or close a period through the Details form.

You can use two new Indirect Domains actions to quickly Copy or Close an indirect GL

calendar.

Use the new Enable Indirect GL Calendars action to enable indirect GL calendars for EAM that

you select from the Indirect GL Calendars hybrid browse. You can quickly view the Enabled in

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

EAM column in the browse to find GL calendars that are not enabled for EAM and enable them

in bulk from a single form.

Indirect Accounts, Indirect Sub Accounts, and Enable Features

Use this new Indirect Accounts hybrid browse to charge labor, issue parts, or purchase materials

for a site. You can use an account as the basis of routing approvals for a purchase requisition

and a stores requisition. Associate each account with a stores requisition approval group and a

requisition approval group.

You can create a new account, edit an existing account, or delete an account. When you do

create a new account, it should also exist in the ERP. You can also download accounts using

the EE Account Download function. Add a range of cost centers for the account in the grid in

the Cost Center Range subpanel.

Use the new Indirect Sub Accounts hybrid browse to create sub-accounts that you can use to

analyze activity on an account code and to provide detail for financial reporting. Use

sub-accounts to report on the financial activity of business units or divisions in an entity. You can

create a new sub-account, edit an existing sub-account, or delete a sub-account. When you

do create a new sub-account, it should also exist in the ERP.

You can also use new Enable actions to enable the Indirect Accounts or Indirect Sub Accounts

for EAM.

Indirect Cost Centers and Enable Feature

Use this new hybrid browse to create, maintain, or activate cost centers for EAM. You can use a

cost center as a basis of routing approvals for a purchase requisition and a store requisition.

Associate each account with a stores requisition approval group and a requisition approval

group. You can also use the new Enable action to enable the indirect cost centers for EAM.

Account Groups

Use the new Account Groups hybrid browse to create and maintain an account group; then,

add a list of account numbers to the group. When you select the Authorize action in

Requisitions, the system validates the associated account group in the requisition with the user

permissions. If the system finds the proper permissions, the requisition approval process begins.

Cost Center Groups

Use the new Cost Center Groups hybrid browse to create and maintain a cost center group;

then, add a list of cost centers to the group. Like the account groups, when you select the

Authorize action in Requisitions, the system validates the associated cost center group in the

requisition with the user permissions. If the system finds the proper permissions, the requisition

approval process begins.

Miscellaneous

Character 1 and Character 2 UDF Codes

There are several user-defined fields in EAM. Modules with user-defined fields are Employee,

Equipment, Inventory, Asset Work Orders, Projects, and Jobs. Each has two user-defined fields:

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

character 1 and character 2. These provide significant flexibility for tracking user-defined

information against specific records in EAM.

Base Data

Base Data new features include the following:

Supplier-Specific Schedule Default Settings

A new Schedule Defaults subpanel has been added to Suppliers > Supplier Domain Settings.

Fields let you define schedule defaults for a specific supplier. Most of the field values in this

program initially default from Purchasing Control > Supplier Schedule.

To have the supplier domain use settings from Purchasing Control, do not select the Create

Schedule Defaults option for the supplier domain.

Previously, you had to set up these supplier-specific defaults in .NET UI Supplier Control

Maintenance (5.5.1.6).

User-Defined Fields in Business Relations Contacts

Using Design Layout mode, you can now add user-defined fields (UDFs) for Contacts in Business

Relations > Addresses.

This UDF enhancement supports the country localization requirements of QAD’s

Internationalization extensions.

Analysis Groups in Item Certification

When adding items to the supplier certification process using Supplier Domain Settings > Item

Certification, an Applies To field now lets you select Analysis Group, as well as Item.

Using analysis groups can save time by allowing you to enter a single record that represents

many individual items, rather than having to create a record for each item.

Security

Security now includes:

Copy Bulk Actions in Roles Browse

The Roles hybrid browse in QAD Adaptive UX contains two new bulk actions, Copy and Copy &

Merge.

The Copy action lets you copy a role's QAD .NET UI and Web UI permissions, and, optionally,

copy the users assigned to the role and assign them to the new roles. You have the option to

not copy the user assignments, to replicate the user assignments from the copied role to the

new role, or to move the user assignments from the copied role to the new role.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

The Copy & Merge bulk action lets you copy the menus, permissions, and user access from

multiple roles and to merge them into a new role. As with the Copy action, you have the option

to copy the user assignments.

When you submit both the Copy action and the Copy & Merge action, the system displays a

message indicating that the results will be sent to your inbox.

Financials Security

Previously, the Save button in screens was only enabled when the user had full Write

permissions. The Save button is now enabled for broader permission types that Financials users

can have such as Write To Initial permissions. Users with permissions of this type often do not

have full Write permission.

Role Permissions for Adaptive UX Resources Not Mapped to .NET UI

In the permissions tree for Role Permissions, Adaptive UX resources that are not mapped to any

.NET UI resources are now grouped under an AUX Only folder.

QAD Enterprise Platform

QAD Enterprise Platform new features in this release include enhancements to Analytics,

Extensibility, Interoperability, and many other areas.

Analytics

There have been a number of significant changes in Analytics:

● The action center user experience is now based on Logi Composer v7.

● Logi Composer action centers, KPIs, and visuals are always stored as Configuration Data.

In development environments, you can still associate an action center with an app so

that it is part of the package and load procedure for moving app data between

environments.

● The Action Centers view is a new screen that contains information about all of the action

centers in an environment.

These changes and other Analytics updates are described in more detail in the Action Center

Updates section.

Services/Extensibility

Services and Extensibility now include:

● You can now add conditional fields to the BC browse. Conditional fields display data

based on conditions. Adding these conditional fields to the browse definition rather than

the business component is more performant and lightweight.

● You can mark a business component as Not Extensible to support backwards

compatibility management and keep the integrity of business components and their

surrounding functionality. When a business component is not extensible, you cannot

create certain types of extensions, unless the environment is in the owning namespace of

the business component.

Release Notes QAD Adaptive ERP with Adaptive UX 2022.1

● A new server OS script is now available to run the YAB activity-feed-update command

without contacting QAD Cloud.

Visualization

Visualization now includes:

● You can now configure and override drill downs for internal grids and actions. The Drill

Down From option in the Views > Drill Downs window allows you to drill down from the

browse & form, the form, or the grid of the business component.

● The Report type drill downs do not require field mappings.

● You can mark a field’s format as dynamic and indicate the source field that drives the

dynamic behavior. Dynamic formatting means that one field's format is dynamically

updated based on the format setup for another field.

Interoperability

Interoperability now includes:

● Query REST APIs are now available for business documents. The business document REST

API supports querying multiple records with the capabilities of filtering, sorting, paging,

and returning partial data. Also, the Swagger documentation for business documents is

enhanced to include a query section.

● Export configuration can now be based on the active layout or the business component

structure. For some business documents, the active layout does not match the business

document definition, so the Excel import template does not include all needed fields. An

alternate option to access all fields from a business document is introduced to cover

these special business document cases. This alternate template is constructed from the

business component structure definition instead of the active layout, and you can select

all fields for the import template.