QAD Batch Processing Best Practices

Do continues technology enhancements help QAD users?

Every 18 months CPU processing speed doubles and cost drops twice as much. Does this means QAD users do their job twice faster than 2-3 years ago? Or even 5-10 years ago? No. Because our QAD users still do lots of things the same old way they used to do 10-15 years ago. Lots of processes people do in QAD, rely on human involvement, but not on computer system.

How to benefit from technology leaps?

Shift bulk of no-brain mechanical work from user to computer system.

Enhancing / Re-engineering processes

• Exclude double entries, build interfaces.

• QAD Batch processing.

• Eliminate or minimize manual input as much as possible. Replace key entry with copy-paste method, with use of predefined templates, etc.

Excel interface

– bulk load/change, visibility and decision support.

How does it work?

1. Create batch ID in 36.14.1

2. Submit a report or job to that batch

3.Create and schedule shell script

night.sh shell script TERM=vt100 ;export TERM DLC=/qad/dlc; export DLC PROPATH=.,$PROBASE,;export PROPATH $DLC/bin/_progres -b -p night.p \ –pf $QAD/eb21/prod.pf

night.p progress program input from night.in output to night.log.

PAUSE 0 BEFORE-HIDE. run mf.p.

input close.

output close.

night.in text parameter file "userid" "password" "mydomain" "mgbatch.p" "mydomain" "night" .

.

y * * * * W E L C O M E * * * * M F G / P R O Release eB2.1 SP5 as of Oct 6 2006 Manufacturing Management QAD 6450 Via Real Carpinteria, CA 93013 (805) 684-6614 (805) 684-1890 FAX Copyright 1986-2004 QAD Inc. All rights reserved.

This product may not be reproduced or distributed Active Users: 5 Defined Users: 188 User ID: user Password: pwd Domain: domain mgbatch.p 36.14.13 Batch Request Processor 03/13/10 ┌─────────────────────────────────────────────────────┐ │Domain Batch ID Domain Batch ID Domain Batch ID │ │ dom night dom dom │ │ dom dom dom │ │ dom dom │ │ Repeat Processing: No | │ Pause Seconds Before Repeat: 300 | └─────────────────────────────────────────────────────┘ iclorp.p 3.6.6 Inventory Detail Report 03/13/10 ┌──────────────────────────────────────────-─────┐ │ Item Number: To: │ │ Site: ABC To: ABC │ │ Location: To: │ │ Output: LTA79 | │ Batch ID: │ └──────────────────────────────────────────────-─┘

How Batch manages Report Parameters?

BCD_DET Table: Batch Control Detail

bcd_batch Batch ID x(8) bcd_parm bcd_exec bcd_dev bcd_priority bcd_userid Etc.

Parameter Data Program Output Priority User ID x(200) x(8) x(8) x(8) x(8)

How to run date sensitive reports?

BCD_PARM value

Changing Date Parameter in Batch job

1. The date parameter should be changed in the bcd_parm field 2. New date value should relate to the current system date 3. The report batch job should run afterwards

Introducing Batch Date Manager

Overnight Jobs

Date Manager request #1 Change dates for report #1 Date Manager request #2 Change dates for report #2 Date Manager request #3 Change dates for report #3 Run reports:1,2,3… Print Invoices Run Invoice Post GL Postings Print & Save Documents Email 3 rd party output solutions: Optio, 32Soft LBOX: PDF forms, Excel or text files

Fiscal Month-end Jobs (GL Calendar)

Run nightly reports:1,2,3… GL Postings Sync GL Report Writer Close sub-modules in GL Calendar Email

Complicated Processes

13.12.1 Unfreeze Product Structures 30.3 Copy STD cost set over SIM cost set 1.4.21 Item Overhead Cost Update 30.13.23 Item/Routing to Simulation Copy 30.13.18

Simulation Cost Rollup Eff. Date Parameter 30.13.19

SIM Structure Cost Rollup Eff. Date Parameter 30.3

Copy SIM cost set over STD cost set 13.12.1 Unfreeze Product Structures

Diagram #1:

Sample Cost Roll-up Process

• Invoice print, post • SO Confirmation print and distribution to sales reps, customers • AR memos print, AR Statements • AR aging print and distribution to sales reps • GL postings • GL Report writer sync and GLRW report preparations • AP voucher reports • Payment remittances • PO receipts report, PO print • Sales analysis • Inventory valuation • 16.21 WO Accounting close • Supplier schedule print and distribution • Cost roll-up processes

QUESTIONS?

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