1. Speed Up QAD Requisition Creation, Routing & Approval
Presented by
Don Lindsey – CESI, Inc.
Nancy McCrimmon – 32 Soft, Inc.
March 20, 2017

2. Next Generation Instrument
TECHNOLOGY
DNA Test Kits
Next Generation Instrument
ObamaCare
Personalized Medicine
Challenges
FDA Requirements
Public Company
SOX HR
Design

3. Erp evolution 1995 - Navision 2000 - Great Plains
Implemented QAD
Added SSM and GRS Functionality
Upgrade from .NET 1.1 to .NET 2.9
Upgraded from SE to EE
Eagle Bar Coding
Installed 32 Soft PO Requisition System
Internationalization thru Multiple Domains
2015 – QAD Fixed Asset Module
EMT
Requisition Plus
2018 – Upgrade to 2018

4. purchasing 2007 - 5.7 Purchase Order Maintenance
Implemented QAD’s GRS
Stopped Using GRS, went to Paper Based Process
Searched for PO Requisition System for QAD to satisfy Internal Controls
Choose 32 Soft Purchase Requisition System
Implemented for all Memo Purchases
Production Inventory is ordered on Manual Requisition based on S&OP
2017 – Implemented 32 Soft Req Plus

5. volumes Number of Requisition Processed = 15,593
Number of Requisition Lines = 39,607
Number of Items ordered = 16,757
Units Ordered = 30,929,969
Number of Users = 135
Number of Projects = 361
Cost Centers = 82
Number of Approver Records in GRS = 8,310
Number of Approver Records in Req+ = 1100
Number of Supplier = 2,310

6. 32 Soft’s requisition system

7. SOLUTION Streamline and simplify requisition process
Integrate with QAD
Create requisitions electronically – with attachments
Track and reconcile pre-approved purchases easily
Access real-time status
Route approvals/notifications automatically
Approve/access via mobile devices
View all supporting documentation – including comments
Generate POs automatically

8. Project management 32 Soft Alex Nancy Cristian Project Plan
GenMarkDx Team
Purchasing
Accounting IT
32 Soft
Alex
Nancy
Cristian
Project Plan
Project Meetings
IQ - OQ
Validation
Testing
SOX - Auditors

9. Home page — status

10. questionnaire

11. Requisition details

12. attachments

13. Routing requisition

14. Auto notification

15. approval

16. Approver view

17. approval

18. Final approval

19. Final approval

20. Buyer notification

21. buyer

22. Po created

23. RESULTS SOX Compliance P-Card Reconciliation
Decreased Turn Around Time
Easy Look-up
• Approvals • Status of Requisitions
notification and approvals with
• Attachments • Comments
Easy Flow
Happy Users

24. reports
Browse Reports from GRS
Flexibility
Create Report

25. KEY AREAS/ISSUES Need Date and Due Date Reason and Remarks End User
Cost Center
Capital Assets
For AP (Approval Only)
Part Field
Description Field
Pur Acct Field
Project Field
Due Date, Quantity, and Cost Fields
Adding Attachments
Add a New Line
Edit a Line
Submitting Requisition
QAD Account Setup
Submit Requisition but Not Route
Closing requisition
Editing a requisition
Routing requisition
Requisition Status
Requisition to Purchase Order
Receiving your Order
Infrastructure
Menus
Security
Browses and Reports
Roles
Projects and Accounts and Capital Projects
Cost Centers
Approval matrix
Tax Issues

26. infrastructure What Server Hardware did we have to implement
Custom Data Base
Vinod and Cristian
AD Integration
Menu Structure
Req Plus Menu in 99
Web Interface [Farhana]
Back up issues
./jserv
The xld is for the Data Loaders. For Req+ you need to go to the /apps/32soft/grsv2 and run ~ 

27. Training
Required before start using
Master Control

28. Data loader experience
1.4.1 – Item Master Maintenance
– Item – Site Inventory Data Maintenance
Prod Structure
15.1 – Formula Code Loader
15.5 – Formula Maintenance Loader
1.4.7 and Item - Site Planning Maintenance Loaders
– Work Order Bill Maintenance
3.13.2_v1.5dub - 32 Soft Cycle Count Loader
EMT Data loader
Forecast Data Loaders _v1.9dub,22.1mo_v1.3dub,22.7.7_b8.4dub
and Data Loader
32 Soft GRS Requisition System
_v1.0dub - Labor Feedback by Work Order

29. About 32 Soft
Founded in 2001
QAD Plug-and-play, non-invasive solutions
Clients in NA, EU, AP
Webinars and Trials (always free)

30. Approval flow

31. SAMPLE SET UP

32. Questions? Q A

33. Homework Challenge Take a good look Identify opportunities
Determine options