QAD March 2013 Launch Highlights Carianne Nieuwstraten – MWUG, March

Agenda QAD March 2013 Launch overview: -Serialization, Track & Trace -Item Attributes and Quality Control -Retrobilling -New Role-Based Centers -Web Warranty Claims Management -Trade Promotion Management (TPM) -Internationalization 2

3 Serialization, Track & Trace QAD March 2013 Launch Highlights

New capabilities to augment traceability in QAD Enterprise Applications -Tracking and tracing of: item serial numbers and/or license plated packs Solution Overview 4 QAD March 2013 Launch Highlights: Serialization, Track & Trace

Traceability in QAD Enterprise Applications -Lot/Serial Control In core QAD Enterprise Applications -Device History Recording In core QAD Enterprise Applications - NEW – Serialization, Track & Trace In core QAD Enterprise Applications -WIP lot tracking In Manufacturing -Installed Base Recording In Service & Support Management Solution Overview QAD March 2013 Launch Highlights: Serialization, Track & Trace

A Unique Identification Number What is Item Serialization? QAD March 2013 Launch Highlights: Serialization, Track & Trace

Packaged Inventory using a unique ID What is License Plate Inventory? 7 QAD March 2013 Launch Highlights: Serialization, Track & Trace

Counterfeit product Recall management Inventory trace & track Regulatory compliance Warehouse efficiency Inventory accuracy Business Challenges 8 QAD March 2013 Launch Highlights: Serialization, Track & Trace

Solution Impact 9 Receiving Production Shipment QAD March 2013 Launch Highlights: Serialization, Track & Trace

Packaging Serialized data management Serialized inventory management Label printing service Communication and integration Backward / Forward lot track & trace Key Capabilities 10 QAD March 2013 Launch Highlights: Serialization, Track & Trace

11 Lot Trace Workbench -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 Backward/Forward Lot Track & Trace QAD March 2013 Launch Highlights: Lot Trace Workbench

Supports regulatory compliance Enhanced product safety and integrity Opportunity for business value Improved business operations Why Serialization,Track & Trace? 12 QAD March 2013 Launch Highlights: Serialization, Track & Trace

13 Item Attributes and Quality Control QAD March 2013 Launch Highlights

Item Attributes: -Enables management of item and item lot data Quality Control: -Manages test specifications for items and attributes -Captures test results for inventory and production operations Item Attributes and Quality Control: -Integrated into business operations Purchasing, materials management, production, fulfillment Solution Overview 14 QAD March 2013 Launch Highlights: Item Attributes and Quality Control

Item differentiation and selection Inventory differentiation and selection Meet unique customer product requirements Ensure regulatory compliance Manage recalls Business Challenges 15 QAD March 2013 Launch Highlights: Item Attributes and Quality Control

User defined attributes and specifications Ability to configure attributes as either item or lot attributes Attributes carry from items on to purchase, production, sales orders, quality orders Inbound and production receipt validation Select and validate goods to issue Full track and trace with lot attributes Support for Certificate of Analysis from approved lot attribute order records Key Capabilities 16 QAD March 2013 Launch Highlights: Item Attributes

Test specifications, test records, quality orders Supports: -Multiple test specifications for an item -Multiple test records for one or more test specs Quality order/events automation Certificate of Analysis Key Capabilities 17 QAD March 2013 Launch Highlights: Quality Control

Supports customer service, product quality, and regulatory compliance by -enabling elimination of manual and external processes for managing item attributes for product, customer requirements, quality, and regulatory compliance -Extending reach of quality and test results to materials management and business operations -improving inventory trace and track -helping manage scope during recalls Why Item Attributes and Quality Control? 18 QAD March 2013 Launch Highlights: Item Attributes and Quality Control

Serialization/Track & Trace, Item Attributes, Quality Control, Lot Trace Workbench -Compatible with EE -Delivered as add-on package -Part of QAD Unified Bundle - Early adopter release Availability & Release Support QAD March 2013 Launch Highlights

20 Role-Based Centers/Reports QAD March 2013 Launch Highlights

New role-based centers in customer management area Uplifted customer management reports Solution Overview 21 QAD March 2013 Launch Highlights: Role-Based Centers/Reports

Role managing many different menus to complete tasks Company specific reporting requirements Business Challenges 22 QAD March 2013 Launch Highlights: Role-Based Centers/Reports

23 Sales and Distribution -Customer Service Management Center Service and Support -Contract Admin Center -Warranty Admin Center New role-based centers QAD March 2013 Launch Highlights: Role-Based Centers/Reports

24 Sales and Distribution -Invoice Print or Reprint -Sales Quote Print -Pre-Shipper/Shipper Print -Legal Document Print -Retrobill Report -Shipping Label Print Service and Support Mgmt -Contract Renewal History -Contract Billing History -Call Activity Report -Service Request Report -Customer ISB Browse -Material Order ATP Inquiry New CM reports QAD March 2013 Launch Highlights: Role-Based Centers/Reports

One stop Efficiency gains Eliminate third party report generator Why New Role-Based Centers/Reports? 25 QAD March 2013 Launch Highlights: Role-Based Centers/Reports

Part of 2013 EE release Bundle available on QAD Store for 2011 through EE Availability QAD March 2013 Launch Highlights

27 Web Warranty Claims Management QAD March 2013 Launch Highlights

Solution Overview 28 Warranty Contracts & Analytics Claim Submittal Claim Processing Claim Review & Payment Parts Usage & Return Supplier Warranty Quality Web, , fax, other Validate Approve / Reject Buy/Sell Material Transfer RMA Workflow Credit Memo A/P Corrective Action Vendor recovery, collaborative quality & cost management QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

Cost of warranty management Managing relationships and communication with third party service providers Timely product quality awareness Business Challenges 29 QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

Claim submittal Claim Review Claim Processing Part usage & returns Inspection results recording Warranty contracts & analytics Key Capabilities 30 QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

31 Web Warranty Request Claim Reimbursement

Third Party Service Provider 32 - Parts to Return - Shipments - Claim Payments

Complete Internal Business Process 33

Third party service providers or distributors/dealers provide warranty-related services for end users of your product Receive warranty claims from business partners Replace parts used during warranty work Gather and report failure information related with these claims Ability to better track and manage your warranty cost Is Web Warranty For You? 34 QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

Compatible with selected versions of EE Looking for other customers interested in solving this problem -For more information: Mary Ann Guthrie – Sr. Director R&D Customer Mngmt -+1 (805) Availability QAD March 2013 Launch Highlights: Web Warranty Claims Mngmt

36 Retrobilling QAD March 2013 Launch Highlights

Customer retrobilling solution enhancement further streamlining and optimizing management of price fluctuations Solution Overview 37 QAD March 2013 Launch Highlights: Retrobilling

Part pricing adjustment of sales contract after parts have been invoiced -Most common price adjustment drivers: Commodity price fluctuations Engineering changes Customer “give backs” Price negotiation completion after part shipment Business Challenges 38 QAD March 2013 Launch Highlights: Retrobilling

39 Business process Existing part pricing agreement in place Parts paid based on current agreementPrice adjustment necessaryNew price and effective date negotiated Debit/credit invoices are created QAD March 2013 Launch Highlights: Retrobilling

Mass price changes with retrobill price list -Auto-create amendments using retrobill price list -Pending invoice creation Retrobill invoice details display -Customer reference, shipment info, price change Key Capabilities 40 QAD March 2013 Launch Highlights: Retrobilling

Increased efficiency Transparency Why New Retrobilling Enhancements? 41 QAD March 2013 Launch Highlights: Retrobilling

42 Trade Promotion Management QAD March 2013 Launch Highlights

QAD’s New Trade Promotion Management (TPM) solution replaces our existing Trade Management solution. TPM provides the framework for: -Implementing and tracking customer promotions to increase sales -Managing promotion spend to budget -Analyzing results of promotional activity to determine effectiveness Solution Overview 43 QAD March 2013 Launch Highlights: Trade Promotion Management

Determining validity of deductions/claims Inability to accurately quote price based on current promotions Determining value for money spent on promotions Determining effectiveness of one promotion over another Business Challenges 44 QAD March 2013 Launch Highlights: Trade Promotion Management

Increased earned discount visibility Automated claims processing Deduction resolution Integration with financials Reporting/Analytical tools Key Capabilities 45 QAD March 2013 Launch Highlights: Trade Promotion Management

Increased deduction visibility Increased awareness of promotional earned discounts Reduction of invalid short payments Automation of claim payments based on earned discounts Automation of accruals Why Trade Promotion Management? 46 QAD March 2013 Launch Highlights: Trade Promotion Management

Compatible with 2012EE and up Add-On solution Early Adopter release, available now -Tracking promotion from manufacturer to distributor/broker/retailer -For more information: Jean Miller – -+1 (856) Availability QAD March 2013 Launch Highlights: Trade Promotion Management

48 Internationalization QAD March 2013 Launch Highlights

49 Advanced Banking -Banks become active in the relationship -Enterprise Financials Invoice and Shipping Certification -Portugal Decree 363 Legal Documents German Certification -IDW Auditing Standard 880 (IDW AuS 880) Key Highlights QAD March 2013 Launch Highlights: Internationalization

QUESTIONS? 50

51 Join us in San Antonio, TX May 6-9, 2013 Building the Effective Enterprise

Carianne Nieuwstraten, Sr. Product Manager – R&D Manufacturing -Phone: Contact Information 52 QAD March 2013 Launch Highlights