Serialization, Item Attributes & Quality Control Hank Canitz – Sr. Director Industry Solutions, QAD Marketing QAD Midwest User Group

2 The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD. Safe Harbor Statement QAD Midwest User Group

3 Value Proposition QAD Serialization QAD Item Attributes QAD Quality Control Summary Agenda QAD Midwest User Group

Fully supports key customer requirements for lot and serial product genealogy: -Supports unlimited attributes carried through all key business processes -Eliminates manual quality tracking -Simplifies regulatory compliance -Manages mass serialization while enabling logistics control at lot level -Provides simple yet complete chain of custody tracking Value Proposition QAD Midwest User Group

5 QAD Serialization QAD Midwest User Group

A Unique Identification Number What is Item Serialization? QAD Midwest User Group

Packaged Inventory using a unique ID What is License Plate Inventory? 7 QAD Midwest User Group

Counterfeit product Regulatory compliance Recall management Inventory trace & track Warehouse efficiency Inventory accuracy Business Challenges 8 QAD Serialization, Track & Trace

Traceability in QAD Enterprise Applications -Lot/Serial Control -WIP lot tracking -Installed Base Recording (SSM) -Device History Recording - NEW – Serialization, Track & Trace Item serialization License plated packaging Packaging structures (BOP) Label printing services Solution Overview QAD Midwest User Group

Packaging Serialized data management Label printing service Serialized inventory management Communication and integration The Building Blocks of Serialization 10 QAD Midwest User Group

Packaging & Item Unit Serialization QAD Midwest User Group

12 Packaging types Packaging structures Default packaging structures per item per origin/destination Label Formats Building Block #1 Packaging Data QAD Midwest User Group

Multiple serial ID formats (GS1, SSCC, SGTIN) Customer regulated serial ID ranges Multi-level aggregation serial IDs Identify inventory by serial IDs and Lot IDs Track & trace throughout life cycle serial IDs Building Block #2 – Serialized Data 13 QAD Midwest User Group

14 Building Block #3 – Label Printing Services QAD Serialization Setup printers for label printing Print barcode labels directly from key transactions Label design using 3 rd party software (label template) Label format definitions Generate file with fixed and variable data according to label format Connect to hardware via different communication protocols

Building Block #4 – Serialized Inventory Warehouse / Distribution 15 QAD Midwest User Group

16 Lot control segregated from serial control Aggregation serialized packs Integrated with inventory transactions (Native API’s) Packaging transactions (build, remove, repack…) QAD - Serialized Inventory Management QAD Midwest User Group

17 Native API’s Q-Docs (QAD QXtend) Serialization logic integrated in API’s for inventory transactions Outbound ASN support serialized packs / items(RxASN) Reporting Serialization Data Building Block # 5: Communication/Integration QAD Midwest User Group

18 Item Attributes QAD Midwest User Group

19 Identification of items, their characteristics and specifications Qualification of items -To purchase -To manufacture -To place on a customer order Business Challenges QAD Midwest User Group

20 Qualification of materials and item lots -Purchased from suppliers -Managed in inventory -Issued to and received from production -Allocated, picked, and shipped for sales Compliance to statutory requirements -Conflict Minerals, RoHS, WEEE Business Challenges QAD Midwest User Group

21 Expands the breadth and depth of information for items, and optionally for item lots and sub-lots Maintain attributes by managing attribute profiles for items to support business operations Item Attributes Solution Item Attributes and Quality Control Update

22 Profiles to maintain attributes for items Item Profiles Item Attributes and Quality Control Update

Purchasing -Purchase orders and supplier schedules -Receipts with lot attribute orders Sales -Sales orders and customer schedules -Validation for allocations, picklists, pre-shippers, and shipments Production -Work orders and advanced repetitive -Validations for allocations, issues, and backflush -Receipts with lot attribute orders Inventory -Attributes for lot controlled materials -Lot attribute orders Solution Scope for Item Attributes Execution of core enterprise operations Item Attributes and Quality Control Update 23

24 Item Profile Example Item Attributes and Quality Control Update Item Profile Parameters Profile Attributes Attribute Details

25 Item Lot Attributes Item Attributes and Quality Control Update Item Lots Lot Attributes Item Lot Attribute History

26 Quality Control QAD Midwest User Group

27 Effectively integrate Quality Control with operations for -Purchasing -Manufacturing -Materials management -Sales Manage materials using quality results and descriptive data Business Drivers Item Attributes and Quality Control Update

28 Test specifications built using attributes Test records and quality orders -Test records for production operations -Quality orders with test records for inventory lots -Update item lot and sublot attributes Quality Control Solution Item Attributes and Quality Control Update

29 Test Specifications Test Specification Revisions Test Specification Attributes Test Attribute Specification

Item Attributes and Quality Control Update 30 Quality Order Test Record Quality Orders Quality Order Test Records Test Record Attribute Results Data

Purchasing -Quality orders and test records for receipts Sales -Quality orders for item lot for a sales order prior to shipment Production -Test records for production operations -Quality orders and test records for receipts Inventory -Quality orders and test records for item lots Solution Scope Integration with core enterprise operations Item Attributes and Quality Control Update 31

32 Lot Trace Workbench QAD Midwest User Group

33 Single access point to current lot-controlled inventory and historical data Backward & forward tracing -Extended list of relevant information -Drill down capabilities -Ability to extract data for further analysis Lot Trace Workbench QAD Item Attributes and Quality Control

34 Lot Trace – Backward (to supplier data) Drill down from finished goods backwards across all product structure levels to verify what materials have been used. View transactional data related to a specific finished product, the components issued, and the related purchased product. QAD Item Attributes and Quality Control

35 Lot Trace – Forward (to customer data) Analyze stock position at each item level and access and export detailed transaction history data. Analyze to which customers goods have been shipped to take appropriate and targeted actions. QAD Item Attributes and Quality Control

36 Summary & Next Steps QAD Midwest User Group

37 New serialization, item attributes, and quality control solutions: -extend existing tracking & tracing functionality -support compliance with environmental, safety, and quality regulations -support item identification and management -part of core Enterprise Edition and integrated with key business processes Status: Early adopter phase -In case you have interest in becoming an early adopter please contact Carianne Nieuwstraten, or Summary QAD Midwest User Group

38 Determine if your company could benefit from enhanced traceability and/or configured attributes functionality Visit QAD.Com for more information on QAD’s solutions Schedule a Vision Engagement Let QAD help you determine the value of enhancing your QAD system through a QSCAN engagement Next Steps QAD Midwest User Group

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