QAD Adaptive Applications

Study Guide
QAD Certification

70-3446-2020-Rev5
QAD Content and Training Development
July 2020
This document contains proprietary information that is protected by copyright and other intellectual
property laws. No part of this document may be reproduced, translated, or modified without the
prior written consent of QAD Inc. The information contained in this document is subject to change
without notice.

QAD Inc. provides this material as is and makes no warranty of any kind, expressed or implied,
including, but not limited to, the implied warranties of merchantability and fitness for a particular
purpose. QAD Inc. shall not be liable for errors contained herein or for incidental or consequential
damages (including lost profits) in connection with the furnishing, performance, or use of this
material whether based on warranty, contract, or other legal theory.

This document contains trademarks owned by QAD Inc. and other companies.

Copyright © 2020 by QAD Inc.

CertStudyGuide.pdf/ctd

QAD Inc.
100 Innovation Place
Santa Barbara, California 93108
Phone (805) 566-6000
https://www.qad.com
 Contents
Change Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Chapter 1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Welcome to the QAD Certification Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About This Study Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Available Certifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the Exams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Sample Question . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Preparation for the Exams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Instructor-led Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Online Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
QAD Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Study Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Chapter 2 YAB Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
QAD Enterprise Edition Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
QAD Adaptive UX Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 3 Environment Administration Using YAB . . . . . . . . . . . . . . . . . 11

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
iv QAD Certification Study Guide

System Administration using YAB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
KPIs and Action Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4 QAD Adaptive UX Administration . . . . . . . . . . . . . . . . . . . . . . . 15

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Recommended Videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Activity Feed and Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Stored Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 5 Sales (Adaptive UX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Products and Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Inventory Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Sales Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Sales Orders and Customer Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Correction Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Allocations, Shipping and Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Sales Analysis and Commissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Legal Documents (sales side only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Available-to-Promise (ATP) Enforcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Container and Line Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Customer Consignment Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Questions? Visit community.qad.com

 Contents v

Chapter 6 Field Service Management (Adaptive UX). . . . . . . . . . . . . . . . . 27

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
QAD Field Service Management (FSM) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
QAD Service and Support Management (SSM) . . . . . . . . . . . . . . . . . . . . . . . . .30
QAD Field Service Scheduler (FSS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Chapter 7 Purchasing (Adaptive UX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Suppliers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Requisitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Logistics Receipts and Returns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Release Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Supplier Consignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Kanban . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
EDI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Logistics Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Supplier Milk Run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Temporary Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 8 Fixed Assets (Adaptive UX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Exam Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Comments? Go to goo.gl/MfwKHm
vi QAD Certification Study Guide

Chapter 9 Enterprise Asset Management. . . . . . . . . . . . . . . . . . . . . . . . . . 43

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Recommended Videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 10 Enterprise Platform (Adaptive UX) . . . . . . . . . . . . . . . . . . . . . . 49

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Product Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Chapter 11 System Foundations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

User Interface and General Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Recommended Users Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
System Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 12 Standard Financials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Financial System Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Questions? Visit community.qad.com

 Contents vii

Product Definition and Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

General Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Accounts Receivable (AR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Accounts Payable (AP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Additional Topics for Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Chapter 13 Enterprise Financials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Test Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Financials System Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Product Definition and Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Financials UI and Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
General Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Accounts Payable (AP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Banking and Cash Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Reports and Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Activity from Other QAD Enterprise Edition Modules . . . . . . . . . . . . . . . . . . . .76
Additional Topics for Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Daemons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Budgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
Consolidation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
UI Customization and UDFs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Financial Report Writer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Statutory Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Structured Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Chapter 14 Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Recommended Reading and Videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Comments? Go to goo.gl/MfwKHm
viii QAD Certification Study Guide

Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Test Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Product Definition and Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Production Scheduling and Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Distribution, Manufacturing, and Capacity Planning . . . . . . . . . . . . . . . . . . . . .93
Sales, Production, and Resource Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94
Master Production Scheduling and Rough-Cut Capacity Planning . . . . . . . . . . .94
Material Requirements Planning (MRP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Capacity Requirements Planning (CRP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Distribution Requirements Planning (DRP) . . . . . . . . . . . . . . . . . . . . . . . . . . . .96
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Chapter 15 Customer Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .98
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Products and Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Inventory Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Sales Quotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Sales Orders and Customer Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Correction Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Allocations, Shipping and Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Sales Analysis and Commissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Legal Documents (sales side only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Available-to-Promise (ATP) Enforcement . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Container and Line Charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Customer Consignment Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Chapter 16 Supply Chain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Questions? Visit community.qad.com

 Contents ix

Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
Sourcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
Delivering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Communicating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Chapter 17 Service and Support Management (SSM) . . . . . . . . . . . . . . . . 113

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Product Modules/Functional Areas Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
QAD Service and Support Management (SSM) . . . . . . . . . . . . . . . . . . . . . . . .115
QAD Field Service Scheduler (FSS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Chapter 18 Enterprise Asset Management EAM v12, 2017 EE . . . . . . . . . 119

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122
Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122
Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122
Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Project Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Link to Certification on QAD Learning Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Chapter 19 Configured Products. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Configured Products Concepts and Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Comments? Go to goo.gl/MfwKHm
x QAD Certification Study Guide

Configurator Concepts and Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

Chapter 20 Customer Self Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Recommended Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
CSS Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
How to Set Up CSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130
Business-to-Business (B2B) processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
Credit Card Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
Business-to-Consumer (B2C) processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
Administrative Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Chapter 21 Customer Relationship Management . . . . . . . . . . . . . . . . . . . 133

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Recommended Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Chapter 22 Transportation Management . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Recommended Webinars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Recommended Reference Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136
Other Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137
Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Chapter 23 Warehousing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Online Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Instructor-led Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Questions? Visit community.qad.com

 Contents xi

Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Chapter 24 Business Intelligence, Application . . . . . . . . . . . . . . . . . . . . . 143

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144
Product Components Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
BI Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
BI Portal User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
BI Portal Designer - Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145
BI Portal Designer - Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146
BI Portal Designer – Visual Items & Dashboards . . . . . . . . . . . . . . . . . . . . . . .146
BI Portal Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146
BI Data Warehouse Designer (DWD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146
BI DWD Scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Chapter 25 Business Intelligence, Technical 1 . . . . . . . . . . . . . . . . . . . . . 149

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150
Recommended Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150
Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Chapter 26 Business Intelligence, Technical 2 . . . . . . . . . . . . . . . . . . . . . 151

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152
Recommended Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152
Recommended Areas of Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Chapter 27 Technical Foundations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Recommended Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154
Topics Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Progress Open Edge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
Java and Tomcat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155
MS.NET Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156

Comments? Go to goo.gl/MfwKHm
xii QAD Certification Study Guide

Georgia Softworks - Telnet Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156

Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Architectural Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156

Chapter 28 Enterprise Edition Technical Implementation . . . . . . . . . . . . 159

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Recommended Foundational Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160
Topics Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Installation and Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161
Database Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161

Chapter 29 Enterprise Edition Customization . . . . . . . . . . . . . . . . . . . . . . 163

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164
Recommended Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164
Topics Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Customization of Component-Based QAD Applications . . . . . . . . . . . . . . . . .165
Customization Using QAD Applications Features and Functions, . . . . . . . . . .165
Impact of QAD Adaptive Applications-EE on Development Integrating with Fi-
nancials Back End . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165

Chapter 30 Integrated Customization Toolkit . . . . . . . . . . . . . . . . . . . . . . 167

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Sample Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Test Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169
Default Value Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
Frame & Fields Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170
General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170

Questions? Visit community.qad.com

 Contents xiii

Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
Debugger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
ICT Tags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
Methods & Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
Other Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172
Program Hooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172
Shadow Tables Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172
Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172
Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173
Validation Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Chapter 31 Development Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Certification Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Development Standard Exam Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Code Review Audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Estimated Preparation Time Required . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Recommended Training Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Recommended User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176
Product Modules Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Database Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177
Naming Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177
Include Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Procedure Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Procedure Style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Portability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Oracle Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
.NET UI Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
QAD ICT Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Enterprise Financials Customizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178

Comments? Go to goo.gl/MfwKHm
xiv QAD Certification Study Guide

Questions? Visit community.qad.com

 Change Summary
Product Name Changes

Starting in September 2019, the new name for QAD’s complete portfolio of products is QAD
Adaptive Applications. Additionally, QAD Adaptive ERP is the new name for QAD’s flagship
ERP solution. QAD Adaptive ERP includes the functionality previously associated with QAD
Cloud ERP and QAD Enterprise Applications - Enterprise Edition, plus the QAD Enterprise
Platform and Adaptive UX which resulted from the Channel Islands program. Going forward, the
terms QAD Enterprise Applications, QAD Cloud ERP, and Channel Islands will be deprecated but
will remain in previous documentation and training materials. QAD’s intention is to—as soon as
possible—eliminate the use of the deprecated terms going forward.

Change Summary

The following table summarizes significant differences between this document and previous
versions.
Date/Version Description Reference
July 2020 - Rev 5 Minor changes --
July 2020 - Rev 4 Removed QAD Supplier Portal from the Purchasing (Adaptive UX) chapter page 33
June 2020 - Rev 3 Added links to certifications on QAD Learning Center Throughout
June 2020 - Rev 2 Updated sample question in chapter 2 page 8
June 2020 - Rev 1 Added link to additional information for QAD Partners page 2
Updates to chapters 2 and 3 --
May 2020 Added new chapters for QAD Adaptive UX certifications --
Minor changes throughout --
xvi QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 1

Introduction
2 QAD Certification Study Guide

Welcome to the QAD Certification Program

The QAD Certification Program provides QAD employees, partners, and customers with a means
of certifying the breadth and depth of their product knowledge. QAD customers are encouraged to
work with QAD certified professionals to obtain maximum value from their QAD software.
The QAD Certification Program encompasses multiple certification exams that test your
knowledge of core disciplines within QAD Adaptive Applications. To achieve certification for a
discipline, you must achieve a passing score on the related exam. Participants can be certified in
multiple disciplines by passing multiple certification exams.
Details about the QAD certification program can be found in the QAD Certification Program
Guide, available on the Certification page of the QAD Learning Center. (Go to learning.qad.com
and click on Get Certified in the main menu bar.)

About This Study Guide

The QAD Certification Study Guide is designed to assist you in preparing for the certification
exams.
The path to certification requires significant preparation. Candidates may attempt certification at
any time, but participation in a formal preparation process is highly recommended. Candidates are
encouraged to read related product documentation, complete recommended coursework and work
directly with QAD Adaptive Applications before attempting any certification exam.
The Study Guide will direct you to resources that can help you prepare for the exam. Chapters in
the Study Guide are organized by exam with additional chapters for topics that apply to more than
one exam. For each exam, the Study Guide provides a brief description, details about length and
format of the exam, recommended reading, recommended training courses and a list of concepts,
terms, and other information you should know and understand before attempting an exam.

Available Certifications
QAD certification offerings are targeted to specific areas of expertise and grouped into two basic
categories: functional and technical.
Functional exams certify understanding of application features and functions and the ability to
apply that knowledge to solutions for specific business requirements.
Technical exams certify an understanding of the underlying application architecture and the ability
to install, administer and customize QAD Applications.

About the Exams

A certification exam typically comprises a multiple-choice exam and a hands-on exam, which
requires the use of the application. You must pass both exams to achieve certification.
Time allowed for completion varies by exam, but most exams are 4 hours in length (for all parts).
Participants who are not fluent in English and have an approved Request for Extra Time will be
granted additional time to complete the exams.

Questions? Visit community.qad.com

 Introduction 3

Although 4 hours sounds like ample time to complete the test, experience has shown that
participants need to use this time wisely:
• In the hands-on section, you may be tempted to answer the questions without using the
computer. Do not. You may not get the right answer to this question or to a later question! Use
the system to determine all of your answers.
• Make sure you read all instructions carefully before responding. In the hands-on section, make
sure that you have entered all of the data, since subsequent questions may depend on it.
• If you cannot answer a true/false or multiple choice question quickly, move on to the next
question. Come back to it later as time permits.
• You can use the computer to find the answers to questions, but you will not have time to look
up the answer to every question. Save this method for the end of the test, after you have
completed all other questions.
• When using the system to try to find answers, group related questions together. This may help
you answer more than one question using the fewest steps and the least amount of time.

Sample Question
The example below was presented in an earlier version of an exam on Distribution. Note that it
includes information about the relevant scenario (Information), instructions for Hands-on
operations (Do This) and a question related to the activity just performed.

Information:

Quality Products Company purchases the 44-1000 sensor units for several of its sites. After
reviewing the cost of this product for the previous year, the cost accounting department determined
that the new standard material cost for the item should be as follows:

Item Site Cost

44-1000 10000 110.00
12000 110.00
15000 110.00
20000 110.00
30000 110.00
40000 125.00

Do this:

Record the new cost for this item, but do not use functions in the Cost Management module.

Question:

What maintenance function did you use to do this?

Comments? Go to goo.gl/MfwKHm
4 QAD Certification Study Guide

a 1.4.1 Item Master Maintenance, GL Cost Data

b 1.4.9 Item Cost Maintenance, GL Cost Data
c 1.4.18 Item-Site Cost Maintenance, GL Cost Data
d 1.4.22 Current Cost Set Move to GL Set

Note: The correct answer is C. Was that your answer?

Preparation for the Exams

The best way to learn QAD Adaptive Applications functionality is to attend QAD’s training
classes, complete QAD online training courses, review product documentation and spend time
practicing with the software.

Instructor-led Training Courses

The schedule of classroom training can be found on the QAD Learning Center at
learning.qad.com.

Online Training Courses

Online courses feature QAD product experts delivering focused training on specific areas of QAD
product functionality. A new self-study feature provides access to virtual labs where you can work
directly with QAD Adaptive Applications software.
Online courses may be accessed at the QAD Learning Center at learning.qad.com.
Access to online training courses requires a QAD web account. (For information go to
https://public-supportcenter.qad.com/accounts.)

QAD Product Documentation

You can access product documentation—user guides, installation guides, glossary, release notes,
technical references, and so on—in the QAD Document Library at
https://documentlibrary.qad.com. View documents online or download them in PDF format.

Additional Information
Generic MRP II concepts and their application can be learned from publications and seminars
offered through professional organizations and local colleges.
APICS certification is highly recommended. For additional information visit the Association for
Supply Chain Management website at www.apics.org.

Study Hints
All topics covered in the test are documented; be sure to access the online training presentations
and product documentation referenced in this study guide.

Questions? Visit community.qad.com

 Introduction 5

• The QAD Adaptive Applications documentation describes the basic functionality of the
software and the interrelationships among its parts. This material can provide a reasonable
introduction to the system.
• If you are already familiar with the basic functioning of the system, your best way of studying
is to work with the software. Go through the activities in QAD Adaptive Applications training
materials and be sure that you can do the activities accurately.
• Try to familiarize yourself with control settings and the contents of key reports and
maintenance screens. If changing the settings of key fields would change calculations,
determine what those fields and settings are.
Many questions ask you to determine how QAD Adaptive Applications can be used to solve
business problems. Therefore it is useful when studying to think of real-world situations that
would require the functionality you are studying.

Comments? Go to goo.gl/MfwKHm
6 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 2

YAB Installation
8 QAD Certification Study Guide

Introduction
The YAB-Based Installation certification exam covers installing and upgrading QAD Adaptive
ERP, with special emphasis on QAD Enterprise Edition and QAD Adaptive UX.
The objective of this test is to verify exam takers:
• Understand how installs work
• Understand how to migrate from a pre-YAB environment to a YAB environment
• Understand how to install QAD Enterprise Edition
• Understand how to upgrade QAD Enterprise Edition
• Understand how to upgrade to QAD Adaptive UX
• Know how to upgrade individual apps

Exam Format
A certification exam typically comprises a multiple-choice exam and a hands-on exam, which
requires the use of the application. You must pass both exams to achieve certification.

Estimated Preparation Time Required

• 1.5 days (including training, documentation review, and practice)

Recommended User Guides

• QAD Enterprise Edition 2019 Installation Guide
• QAD Adaptive ERP 2020 On-Premise Installation Guide
• QAD Adaptive ERP Administration and Configuration Guide for YAB 1.11
• QAD Enterprise Edition Conversion Guide
• QAD Adaptive ERP Tuning Guide

Sample Questions
1 What script is used to start the QAD Enterprise Edition installer?
a install-ee.sh
b install.sh
c install.py
d yab-install-ee.py
Note The correct answer is c) install.py.

2 True or False? The install.conf configuration file must be pre-configured with the
OpenEdge, Java, and Python locations to be used before executing the installation
interactively or the installation will fail.
• True
• False

Questions? Visit community.qad.com

 YAB Installation 9

Note The correct answer is False.

Product Areas Covered

You should study the following:
• QAD Enterprise Edition installations
• QAD Adaptive UX installations
• Upgrades

The sections that follow present each of these topic areas in detail.

QAD Enterprise Edition Installations

• Customizations
• Installation preparation
• Installation execution
• Prepared contexts
• YAB client installation

QAD Adaptive UX Installations

• Bootstrap files
• Database impacts
• Reasons to rerun the installer
• QRA storage areas
• Product patches that may impact Adaptive UX installations

Upgrades
• Adaptive UX upgrades
• YAB upgrades
• Installing into a YAB environment

Link to Certification on QAD Learning Center

• Go to: YAB Installation 2020 EE & AUX

Comments? Go to goo.gl/MfwKHm
10 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 3

Environment Administration
Using YAB
12 QAD Certification Study Guide

Introduction
This certification exam covers administering a QAD Adaptive ERP environment.
The objective of this test is to verify exam takers:
• Understand the correct way to manage, maintain, and update an environment
• Have a firm grasp on fundamental concepts
• Are aware of best practices
• Know how and when to use key commands
• Know how to customize the environment
• Know how to reconfigure the system
• Are familiar with the components in the Adaptive UX technology stack

Exam Format
A certification exam typically comprises a multiple-choice exam and a hands-on exam, which
requires the use of the application. You must pass both exams to achieve certification.

Estimated Preparation Time Required

• 4 days (including training, documentation review, and practice)
• 2 days for administration
• 1 day for security
• 1 day for KPIs and action centers

Recommended User Guides

• QAD Adaptive ERP Administration and Configuration Guide for YAB 1.11
• QAD System Administration Guide for Enterprise Edition 2019
• QAD Security Administration Guide for Adaptive ERP 2020
• QAD Adaptive UX On-Premise Implementation Guide
• QAD Adaptive ERP Tuning Guide

Sample Questions
1 What YAB command can be used to check the status of the Fin Appserver?
a yab status -appserver.fin
b yab appserver-fin-status
c yab appserver-status -instance:fin
d yab fin-appserver-status
Note The correct answer is b) yab appserver-fin-status.

Questions? Visit community.qad.com

 Environment Administration Using YAB 13

2 True or False? All Progress application server parameters can be updated using YAB.
• True
• False
Note The correct answer is True.

Product Areas Covered

You should study the following:
• System administration using YAB
• Security
• KPIs and action centers

The sections that follow present each of these topic areas in detail.

System Administration using YAB

• Commands
• Compiles
• Configuration
• Customization
• Debugging and error handling
• Environment defaults

Security
• SAML
• OAuth 2
• Database security
• SSL support
• Key Management Service
• Transparent Data Encryption
• LDAP support

KPIs and Action Centers

• Logi Platform Services
• Logi Info
• Query service components
• Refreshing KPI data

Link to Certification on QAD Learning Center

• Go to: Environment Administration using YAB 2020 EE & AUX

Comments? Go to goo.gl/MfwKHm
14 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 4

QAD Adaptive UX Administration

16 QAD Certification Study Guide

Introduction
This certification exam covers the administration of QAD Adaptive ERP from within the Web UI.
The objective of this test is to verify exam takers:
• Understand the correct way to create users and assign role permissions
• Are aware of best practices
• Know how to set up alerts
• Know what can be tracked with Activity Tracking
• Know how to set up stored views
• Understand how to work with KPIs and action centers

Exam Format
A certification exam typically comprises a multiple-choice exam and a hands-on exam, which
requires the use of the application. You must pass both exams to achieve certification.

Estimated Preparation Time Required

• 6 days (including training, documentation review and practice)

Recommended Reading
• QAD System Administration Guide for Enterprise Edition 2019
• QAD .NET UI Administration Guide for Enterprise Edition 2019
• QAD Security Administration Guide for Adaptive ERP 2020
• QAD Adaptive UX On-Premise Implementation Guide
• QAD Online Help
• Action Centers
• Security
• Alerts
• Approvals
• Activity Tracking

Recommended Videos
The QAD Adaptive ERP online help includes a library of Training Videos. Review the following
videos for the different areas of the exam.

Security-related videos
• Field Security
• Role Permissions
• Security Menus

Questions? Visit community.qad.com

 QAD Adaptive UX Administration 17

• Security User Access

• Roles

Action Center videos

• Action Center Overview
• Analyzing KPIs
• Create the KPI
• Create Visuals
• Create a New Action Center
• Security
• Action Centers and Apps

Alerts and Approvals video

Activity Tracking video

Sample Questions
1 In what situation is there no activity created in the activity feed for a business component if the
business component is already being tracked?
a A new record is created.
b An existing record is deleted.
c Tracked fields are modified.
d Non-tracked fields are modified.
Note The correct answer is: d.

2 Which of the following are ways to secure OpenEdge databases?

a SAML SSO
b Database connection authentication
c Transparent Data Encryption (TDE)
d Table authorization
The correct answers are: a, b, and c.

Product Areas Covered

This test includes the following functional areas.
You should study the following:
• Security

Comments? Go to goo.gl/MfwKHm
18 QAD Certification Study Guide

• Activity Feed and approvals

• Stored Views
• Analytics

The sections that follow present each of these topic areas in detail.

Security
• Role setup
• Role menus
• Role permissions
• User access
• User setup
• Field security
• Record-level security
• Security setup

Activity Feed and Approvals

• Activity tracking setup
• Alert setup
• Generic approvals setup

Stored Views
• Stored views setup
• Modifying the Default View

Analytics
• Adding KPIs to the system
• Action center visuals
• View as User feature

Link to Certification on QAD Learning Center

• Go to: Adaptive UX Administration 2020

Questions? Visit community.qad.com

 Chapter 5

Sales (Adaptive UX)

20 QAD Certification Study Guide

Introduction
This certification exam covers sales quotes, sales order management, and all other aspects for
Customer Management within the QAD Adaptive UX.
The objective of this test is to ensure that you have a broad understanding of customer
management functions within the QAD Adaptive UX and how they should be implemented and
used.

Exam Format
This certification requires passing a multiple-choice exam and a hands-on exam. QAD
recommends that you pass the multiple-choice exam before proceeding to the hands-on exam. You
must pass both exams to achieve certification.

Estimated Preparation Time Required

• 10 days (including training, documentation review, and practice)

Recommended Training
• Customer Management - Sales Adaptive UX Certification Training Guide
• QAD Online Help Training Video Series - Sales
• QAD Adaptive UX Quick Start Course

Recommended Reading
• QAD Online Help - Customer Management (Sales)

Recommended User Guides

• Sales
• Scheduled Order Management
• Master Data

Sample Questions
QAD Adaptive UX Question: A general ledger transaction that results in a credit to an Inventory
account and a debit to a Cost of Goods Sold account most likely resulted from which of the
following transactions?
Please select the correct answer:
• Inventory Transfer
• Shippers Confirm Action
• Material Orders Ship Allocated Action
• Issue Unplanned Action

QAD Adaptive UX Question: You can use Customer Domain Settings to:

Questions? Visit community.qad.com

 Sales (Adaptive UX) 21

• Create new customers

• Delete existing customers
• Modify customer information that is used in operational activities
• Create, modify and delete customer records

.NET UI Question: What is the purpose of the Line Charge Calculation Type field in
Container/Line Charge Control?
• To provide the default charge type on new line charges added to sales orders and shippers.
• To provide the default charge type for container items added to sales orders and shippers.
• To provide the default charge type to assign to a container in Container Item Maintenance.
• To provide the default charge type to assign to a container in Ship-To/Container Charge
Maintenance.

Product Areas Covered

This test includes all of the core Customer Management modules except Configured Products. You
should be familiar with the processes as used in both the QAD .NET UI and QAD Web UI, where
applicable.
You should study the following:
• Sales Quotes
• Sales Orders
• Sales Analysis
• Pricing
• Scheduled Orders
• Container and Line Charges
• Customer Consignment Inventory
• Shipment Performance

The Customer Management modules have been subdivided into major topics for you to study. The
sections that follow detail what you should know and understand for each major topic area.

Addresses
• What business relations are and how to set them up
• The various types of addresses and how they are set up and used
• The alternative address coding schemes
• How address codes and sort names are used for both searching and reporting
• How company addresses are used
• How customer information is maintained (understand each field and how it is used)
• How customer credit information is maintained and used on sales orders
• Email notification when a customer is created in the Enterprise Financials

Comments? Go to goo.gl/MfwKHm
22 QAD Certification Study Guide

• How multiple ship-to addresses may be set up for one customer and what information can be
maintained for each ship-to address
• How salesperson commissions are entered and what the reporting options are
• How trailer codes are set up and used
• How freight rates can be set up and how they are used and updated on quotes and orders
• How customer transactions can be blocked

Products and Pricing

• Why product lines are defined and how they are used for planning and reporting
• How items are set up; what information can and cannot be set up by site
• How to define conversion factors between different units of measure
• What item status codes are and how they are used
• How prices and costs are maintained for items
• How analysis codes are used and maintained
• What options are available for setting up price lists; the differences between price tables and
discount tables and how each is used; each field and how it is used
• How price lists are accessed by quotes and discrete sales orders, and how they affect default
prices, discounts, and net prices
• What is meant by the term “Best Pricing” and how it is determined
• What price break categories are and how they are used
• What volume discount capabilities exist and the limitations of each
• How to set up a cross-reference for customer item numbers or catalog numbers
• How prices can be updated on orders and quotes; how prices can be fixed so no update can
occur
• What memo items are and how they are set up
• The effect of memo items on sales-related functions
• What replacement, up-sell, and cross-sell items are and how they affect sales-related functions
• How replacement, up-sell, and cross-sell items are set up

Inventory Control
• How each sales-related inventory transaction works and when it is used
• What inventory movement codes are and what they can be used for
• How inventory details (lot/serial, reference and expire date) are maintained and used
• What general and detail allocations are, how they are related, and how they are different
• How inventory allocations are controlled and monitored for sales orders
• How inventory control settings affect detail allocations and the picking sequence
• How inventory transaction history is maintained and used
• What general ledger transactions are created by sales-related inventory activities and when
they are created

Questions? Visit community.qad.com

 Sales (Adaptive UX) 23

• How reserved locations are defined and used

Sales Quotes
• What procedures are followed for managing sales quotes
• How sales quotes relate to sales orders, how they are similar, and how they are different
• In general, what types of data are accessed from the customer sold-to, bill-to, and ship-to
addresses
• When and how recurring quotes are used; how they differ from non-recurring quotes
• What you must do in order to create a sales order from a quote; what value each of the sales
order fields will be set to (in particular, order quantity, due date, confirmed flag, and action
status)
• How expired quotes are handled
• How the control program is used and what each control program field does

Sales Orders and Customer Schedules

• The steps in the sales order life cycle, how and when each is used, and which are optional
• What types of data are accessed from the customer sold-to, bill-to, and ship-to addresses
• How sales orders are maintained for inventory and non-inventory items; how prices, discounts,
costs, margins, and taxes are determined on each
• How Pricing What-if Inquiry works
• How sales orders handle customer items and alternate units of measure
• What options there are for multi-site sales order processing
• The operating differences between single and multiple line entry
• What customer credit information is maintained; which customer's credit is checked—the
sold-to, bill-to, or ship-to—and when
• In what ways credit status affects sales order processing
• How the sales order and scheduled order control programs are used and what each control
program field does
• How sales orders and customer schedules differ
• The philosophy and application of customer schedules
• How customer schedules are managed, and what the net, discrete, and cumulative quantities
represent
• How shipping schedules, planning schedules, and required ship schedules relate to each other
and to MRP
• The steps in the scheduled order process flow
• How confirmed and unconfirmed sales orders affect MRP and forecasting
• How forecast consumption works and why it is important
• How control program settings affect sales order processing and forecast consumption

Comments? Go to goo.gl/MfwKHm
24 QAD Certification Study Guide

Correction Invoices
• How to enable and set up correction invoice functionality
• When to use correction invoices and the types of corrections that are supported
• The steps in the correction invoice process flow
• How to create correction sales orders
• How to ship, invoice, report, and archive correction orders
• The limitations of correction invoices

Allocations, Shipping and Invoicing

• What the recommended procedural controls are for allocations, shipping, and invoicing
• How general and detail allocations apply to sales order activities
• What methods and controls are available for allocating inventory to sales orders
• How on-hand inventory and available inventory differ
• How packing slips are used; why the Print Only Lines To Pick option can be used to control
the shipping process
• How shipments, returns, credits, and corrections are processed; how this is different for
customer schedules
• How pre-shippers, shippers, and shipping groups are created and used
• What is meant by the term “global shipping”
• How partial shipments and drop shipments are processed
• How containers are used for shipping
• How Bills of Lading and Master Bills of Lading are produced and used
• At what point general ledger transactions are created for cost of goods sold
• How information flows from sales order to pending invoice, from pending invoice to invoice,
and from invoice to invoice history
• How and when Pending Invoice Maintenance is used
• How the fields Ready to Invoice and Invoiced are used to control the printing and posting of
invoices
• What general ledger transactions result from shipping and invoicing activities, and how they
differ across multiple sites, entities and domains
• What sales backlog is and how it is managed
• What procedures should be followed at period-end and what effective dates should be used

Sales Analysis and Commissions

• At what point in the sales order life cycle sales information is available for reporting
• The date it is based on (the shipment, invoice, or invoice post date)
• The options and constraints for summarizing sales information
• What salesperson performance reports are available

Questions? Visit community.qad.com

 Sales (Adaptive UX) 25

• How commissions are calculated, recognized, and reported; how commission splits are
processed
• How Historical Sales Analysis data can be used with Forecast Simulation and the effect of
using the delete/archive functionality

Legal Documents (sales side only)

• How to define implementation settings in Legal Document Control
• How to set up sequence IDs for generating legal document numbers and associate the
sequence IDs with ship-from address codes
• How to associate a legal document form code with document formats
• The transactions that generate and print legal documents

Available-to-Promise (ATP) Enforcement

• What is ATP
• How to enable ATP enforcement
• The functions that check ATP
• How available-to-promise quantities are calculated
• How available-to-promise can be taken from the Master Schedule Summary and used for order
promising and determining due dates
• Delivery transit time
• How the promise date is calculated

Container and Line Charges

• What are container and line charges
• How to activate and set up container and line charges
• How the control program is used and what each control program field does
• How to enter container and line charges
• How to ship and invoice container and line charges

Customer Consignment Inventory

• What is customer consigned inventory
• Activating and setting up customer consigned inventory
• How the control program is used and what each control program field does
• Ordering and shipping customer consigned inventory
• Consuming and managing customer consigned inventory
• Invoicing customer consigned inventory

Shipment Performance
• How to activate and set up shipment performance

Comments? Go to goo.gl/MfwKHm
26 QAD Certification Study Guide

• How the control program is used and what each control program field does
• Creating and modifying shipment performance transaction records
• Reporting shipment performance data

Link to Certification on QAD Learning Center

• Go to: Customer Management Sales 2019 AUX

Questions? Visit community.qad.com

 Chapter 6

Field Service Management

(Adaptive UX)
28 QAD Certification Study Guide

Introduction
This certification exam covers sales quotes, sales order management, and all other aspects for
Field Service Management with the QAD Adaptive UX.
The objective of this test is to ensure that you have a broad understanding of Field Service
Management functions within the QAD Adaptive UX and how they should be implemented and
used.

Exam Format
This certification requires passing a multiple-choice exam and a hands-on exam. QAD
recommends that you pass the multiple-choice exam before proceeding to the hands-on exam. You
must pass both exams to achieve certification.

Estimated Preparation Time Required

• 10 days (including training, documentation review and practice)

Recommended Training
• Customer Management - Field Service Management Adaptive UX Certification Training
Guide
• QAD Online Help Training Video Series - Field Service Management
• QAD Adaptive UX Quick Start Course

Recommended Reading
• QAD Online Help - Customer Management (Field Service Management)

Recommended User Guides

• Service/Support Management EE User Guide

Sample Questions
QAD Adaptive UX Question: If you link a Service Order to an RMA, which of the following
data does NOT default to the RMA?
Please select the correct answer:
• Service Order ID
• End User
• Item Lot/Serial Number
• Service Type

QAD Adaptive UX Question: Where are travel expenses for a service order reported?
• Service Activity Report
• Service Orders

Questions? Visit community.qad.com

 Field Service Management (Adaptive UX) 29

• Material Orders
• Depot Orders

.NET UI Question: How do you close a visit in Field Service Scheduler?

• Select Close on the Visit Status combo box in the Visit Details grid in the Call Detail/Call Info
tab
• Select Close on the Visit Status combo box in the Update Visit Details box
• Right-click the visit in the Gantt chart and select Close Visit
• Right-click the visit in the Visit Details grid in Call Detail/Call Info tab and select Close Visit

Product Areas Covered

This test includes all of the Field Service Management product suite modules, functions, and
activities that pertain to managing service operations.
You should understand the following modules/areas:
• QAD Field Service Management (FSM)
• QAD Field Service Scheduler (FSS)

Detailed topics for each product module are listed in the sections that follow.

QAD Field Service Management (FSM)

This topic covers setup and implementation of QAD Field Service Management (FSM)
functionality as part of QAD Adaptive UX.

Service Order Management

This area covers knowledge of the core programs used in QAD Field Service Management within
the Adaptive UX—when they are used, how they are used.
You should know and understand the following in the QAD Web UI:
• Customer Quotes - How to use customer quotes functionality, expiration dates, pricing, and
how does it translate into service orders and order activity.
• Service Orders - How to set up service orders; interaction of orders with ISB.
• Installed Base - How to set up information about service items and their organizations.
• Action Requests - How to set up and use action requests and their referenced documents.
• Service Contracts - Creating and updating coverage types for service functions.
• RMAs - How to use RMAs, accounting and default Location settings.
• Service Activity Reports - Using SAR to create reports and generate invoices.
• Material Orders - Inventory Management, planning, and creating material orders.
• Depot Orders - High-level understanding of Depot Repair business process, how to manage
depot orders, including creation, receiving/replacement of items to be repaired.

Comments? Go to goo.gl/MfwKHm
30 QAD Certification Study Guide

QAD Service and Support Management (SSM)

This topic covers setup and implementation of QAD Service and Support Management (SSM)
functionality as part of QAD Adaptive Applications Enterprise Edition.

Call/Repair Service Order Management

This area covers knowledge of the core maintenance programs used in SSM—when they are used,
how they are used.
You should know and understand the following:
• Call Quotes - How to use call quotes functionality, expiration dates, pricing, and how does it
translate into calls and call activity.
• Call Maintenance - How does the SSM setup impact call maintenance; interaction of calls with
ISB.
• Call Generator - Types of calls, situations, sources of calls.
• Call Scheduling - How to schedule calls within SSM without using Field Service Scheduler
(FSS), scheduling methods, weighted algorithm.
• RMA Maintenance - How to use RMAs, accounting and default Location settings.
• RTS Maintenance - How to use RTS functionality, similarities and differences between PO
Return and RTS, inventory issue vs. transfer.
• Depot Order Maintenance - High-level understanding of Depot Repair business process, how
to manage depot orders, including creation, receiving/replacement of items to be repaired.

Service/Repair Activity

This area covers knowledge of how the actual service-related activity is reported and tracked.
You should know and understand the following:
• Call Activity Recording - How to record activity related to a call.
• Call Invoice Recording - How to create and invoice for a call, understand the setup related to
data used for invoicing.
• Call Parts Recording - Understanding the process related to parts used for a call and how to
record parts.
• Call Labor Recording - Understanding the process related to repair labor activity for a call and
how to record labor.
• Parts List - Understanding the process related to creating/modifying parts list for a call.
• Material Orders - Understanding the process related to material requests and transfers as part
of service operations.
• RMA Returns - How to process returns related to RMAs and its impact within the system.
• Installed Base - Understanding of Installed Base data and its impact within the system in
addition to being able to understand/perform the following service activities:
• Installed Base Item Move
• Installed Item Maintenance
• Tracking ISB

Questions? Visit community.qad.com

 Field Service Management (Adaptive UX) 31

• Preventive Maintenance

Warranties/Contracts

This area covers knowledge of the impact of warranties and contracts throughout the service
operations.
You should know and understand the following:
• How to set up and update warranties, understand the impact of different Warranty Types.
• Contracts: How to set up and update contracts; understand the impact and usage of Contract
Types, Contract Quotes, Contract Maintenance, Contract Renewal, Contract Billing;
familiarity with contract invoicing.

Setup

This area covers knowledge of the setup elements required for the SSM module to run effectively.
You should know and understand how to set up the following, as well as their impact on SSM
Activity:
• Service Items
• Service Structures (Repair BOMs, etc.)
• Service Routings
• Service Accounts
• Service Pricing
• Work Codes
• End Users
• Engineers
• Engineer Schedules
• Areas
• Call Status
• Call Queues
• Contract Types
• Warranty Types
• Control Programs (Including Call Management, End User Control, Service Management
Control)

QAD Field Service Scheduler (FSS)

This topic covers knowledge related to the high-level setup of QAD Field Service Scheduler (FSS)
as well as the functions it performs and its interaction with rest of the Service & Support EE
product suite.
You should know and understand the following:
• Impact of user preferences and high-level configurability related to FSS functionality.

Comments? Go to goo.gl/MfwKHm
32 QAD Certification Study Guide

• How the simulation functionality works within FSS and how it is used.
• How to schedule calls using FSS.
• How to create/maintain visits using FSS.

Link to Certification on QAD Learning Center

• Go to: Field Service Management 2019 AUX

Questions? Visit community.qad.com

 Chapter 7

Purchasing (Adaptive UX)

34 QAD Certification Study Guide

Introduction
This certification exam covers the basics of implementation and operation of QAD Purchasing
functions.
The objective of this test is to verify that exam takers:
• Analyze key concepts that are fundamental for QAD purchasing products and operations.
• Set up QAD purchasing components for the most effective use throughout the hands-on
portion of the exam.
• Use and manage QAD purchasing and purchasing-related components effectively to aid in the
exam’s hands-on flow.
• Understand purchasing and purchasing-related business and product concepts to aid in
completing the questions in the multiple-choice portion of the exam.

Exam Format
This certification requires passing a multiple-choice exam and a hands-on exam. QAD
recommends that you pass the multiple-choice exam before proceeding to the hands-on exam. You
must pass both exams to achieve certification.

Estimated Preparation Time Required

• 14 days (including training, documentation review, and practice)

Recommended Training
You should start with the QAD Purchasing Certificate Training Guide. This slide set is available in
the QAD Document Library at:
https://documentlibrary.qad.com/documents/QAD+Adaptive+ERP/PurchCert_TG_May2020.zip
Note You must unzip the slide set.

This guide covers areas of the QAD Purchasing Certification exam, focusing on the required
implementation, features, and concepts that you should know to help you pass the exam.
The training guide is in a slide set format and provides program, screen, and option/field
information for the various purchasing areas to study. Slides are grouped by function, operation, or
product, and each group includes the following topics:
• Overview with learning goal
• Business benefits
• Scenario
• Configuration (setup in.NET UI/Web UI)
• (Task) Flow
• Expected outcome

Additional Recommended Training

• QAD Online Help Training Video Series - Purchasing

Questions? Visit community.qad.com

 Purchasing (Adaptive UX) 35

• Purchasing Requisition Control

• Requisition and Purchasing Setup
• Requisitions with Enterprise Asset Management
• Requisitions - Entering a Requisition
• Requisitions - Add Notes and Route For Approval
• Requisitions - Release to PO
• RPO Requisitions Workflow and Attachments
• PO Supplier Certification
• PO Enhancements
• Purchasing Manager Action Center
• Unified Purchase Order Document
• Unified Receiving and Return Process
• Creating and Analyzing Supplier Scheduled Releases
• Manage Supplier Releases Action
• Web UI purchasing, scheduled orders, scheduled releases, requisitions, and Supplier Milk Run
online help
The following training guides are related to .NET UI purchasing functions; however, concepts are
still applicable:
• QAD Purchasing Order Management Training Guide
• QAD Consignment Inventory Training Guide
• QAD Supplier Schedules Training Guide

Recommended User Guides

All guides can be found in the QAD Document Library:
• QAD Purchasing User Guide (includes supplier consignment and temporary pricing)
• QAD Scheduled Order Management User Guide (includes supplier milk run)
• QAD Supply Chain Management User Guide
• QAD Enterprise Asset Management (EAM) User Guide (includes EAM requisition approval
configuration)
• QAD Lean Manufacturing User Guide (includes kanban)
• QAD Manufacturing User Guide
• QAD Master Data User Guide (includes pricing and logistics accounting)
• QAD EDI eCommerce User Guide
• QAD Logistics Accounting Demonstration Guide

Comments? Go to goo.gl/MfwKHm
36 QAD Certification Study Guide

Sample Questions

Sample Hands-On Question

• Information
Economic swings have caused your company to make changes in supplier price lists;
specifically, you must modify the price list for supplier 10B001 for item B0015
• Do This
In QAD Adaptive ERP Web UI, set the list price to 500 USD, the minimum price for 400
USD, and the maximum at 650 USD. Create a discount price list for the item and supplier 5%
for a minimum quantity of 50 and 15% for a minimum quantity of 100.
• Question
What is the proposed purchasing document type for the item?

Sample Multiple-Choice Question

An item has been received in consignment. After 10 days the stock has been aged in the system.
How many inventory transaction records have been created and what are the transaction types?
1 1, CN-RCT
2 4, ISS-TR, RCT-PO, CN-ISS, RCT-TR
3 2, CN-ADJ, RCT-PO
4 2, CN-ISS, RCT-PO
Note The correct answer is 3) 2, CN-ADJ, RCT-PO.

Product Areas Covered

This test includes all of the Purchasing functional areas.
You should study the following:
• Requisitions: approval, approval flow, and requisitions
• Purchasing: purchase orders
• Release Management: supplier scheduled orders and releases
• Supplier Consignment
• Kanban
• EDI eCommerce
• Logistics: receipts and returns
• Supplier milk run
• Temporary pricing
• Approved vendor list

The sections that follow present each of these topic areas in detail.

Questions? Visit community.qad.com

 Purchasing (Adaptive UX) 37

Suppliers
• Approved suppliers and controls
• Approved supplier-item combination and controls

Requisitions
• GRS approval setup
• EAM approval setup
• Direct and indirect requisitions
• Release requisitions to purchase orders

Purchasing
• Pricing
• ERS processing
• MRP process and access to data
• Firm purchasing
• PO approval process and status

Logistics Receipts and Returns

• PO receipt process (including quality inspections, multiple lots, and regulatory attributes)
• PO return process

Release Management
• Supplier schedules and MRP functions
• Releases
• Cumulative required
• Supplier scheduled orders

Supplier Consignment
• Transaction types created
• Consigned inventory and usage
• Consignment controls
• Access to consignment data

Kanban
• Supplier Kanban loops
• Kanban Consume, Authorize, Acknowledge and Ship transactions against supplier loops
• PO receipt transactions, and inventory updates for a PO with Kanban items
• Transaction communication to suppliers

Comments? Go to goo.gl/MfwKHm
38 QAD Certification Study Guide

EDI
• Supplier ASNs
• Process, receipt, and access to data
• Technologies in use
• Trading partners

Logistics Accounting
• Charges and accounting
• Inbound and outbound
• Receipts:
Pending invoices created for receipts for logistics charge accruals, inbound logistics
charges built into the GL cost for items, and receiver matching.
• Returns
GL logistics charge accounts updated for returns, inbound GL transactions for returns,
nonreversal of original accrued value of the logistics charges for returns.

Supplier Milk Run

• Pickup sheets
• Routes
• Rules

Temporary Pricing
• Price list setup
• Pricing in receipt process

Link to Certification on QAD Learning Center

• Go to: Purchasing 2019 AUX

Questions? Visit community.qad.com

 Chapter 8

Fixed Assets (Adaptive UX)

40 QAD Certification Study Guide

Introduction
This certification exam covers Fixed Assets. The objective of this test is to ensure that you have a
broad understanding of Fixed Assets functions and how they should be implemented and used.

Exam Format
This certification requires passing a multiple-choice exam and a hands-on exam. QAD
recommends that you pass the multiple-choice exam before proceeding to the hands-on exam. You
must pass both exams to achieve certification.

Estimated Preparation Time Required

• 1-2 days (including self-training, documentation review, and practice)

Exam Preparation
• The material that is tested in the exam is entirely covered by the Online Help for Fixed Assets
Adaptive UX.
• It consists of written material and embedded videos. The material is available here:
• https://documentlibrary.qad.com/help/webui/2020_0/en-
US/index.html#page/QAD%2520Online%2520Help%2FFixedAssetsOverview.html%23

Sample Questions
Fixed Asset Meters are associated with:
• The UOP depreciation method
• The flat rate depreciation method
• The diminishing balance depreciation method
• Finalization

When performing an adjustment on a fixed asset, which life basis calculates the difference
between the old depreciation schedule and the new depreciation and posts the adjustments to
posted periods in the first open period?
• Remaining life
• Rest-of-life
• Service life
• None of these

Product Areas Covered

This test includes all of the Fixed Assets functional area. You should study the following the
text and videos in the Online Help under the following headings:
• Fixed Asset Business Rules
• Fixed Asset Prerequisites

Questions? Visit community.qad.com

 Fixed Assets (Adaptive UX) 41

• Fixed Assets Depreciation Methods

• Fixed Asset Depreciation Conventions
• Fixed Assets Control
• Fixed Asset Methods
• Fixed Asset Calendars
• Fixed Asset Books
• Fixed Asset Classes
• Fixed Asset Locations
• Fixed Asset Meters
• Fixed Assets
• Fixed Assets Transaction Posting and Reversal
• Fixed Asset Reports
• Fixed Asset Conversions
• Fixed Asset Excel Integration

Comments? Go to goo.gl/MfwKHm
42 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 9

Enterprise Asset Management

44 QAD Certification Study Guide

Introduction
This certification exam covers Enterprise Asset Management (EAM). It aims to provide an outline
of test topics for EAM including high-level, general knowledge and detailed knowledge of
Maintenance, Inventory, Purchasing, and Project Controls.

Exam Format
A certification exam typically comprises a multiple-choice exam and a hands-on exam, which
requires the use of the application. You must pass both exams to achieve certification.

Estimated Preparation Time Required

• 6 days (including training, documentation review, and practice)

Recommended Training
Enterprise Asset Management online training, available on the QAD Learning Center
(learning.qad.com) (3 days)
• Introduction
• Functional Areas
• UI Options
• Configuration
• Inventory
• Purchasing
• Maintenance and Tools
• Projects
• Finance
• EAM and EOB

Recommended Reading
• Maintenance and Reliability Best Practices by Ramesh Gulati

Recommended User Guides

• Enterprise Asset Management User Guide
• QAD Adaptive ERP online help focused on EAM
• QAD Adaptive ERP online help focused on Purchasing

Recommended Videos
The QAD Adaptive ERP online help includes a library of Training Videos.
Review the following Enterprise Asset Management videos.
• Maintenance Requests

Questions? Visit community.qad.com

 Enterprise Asset Management 45

• Create and Assign an Asset Work Order

• Close an Asset Work Order
• Review a Closed Asset Work Order
• Asset Work Order Completion
• Asset Work Order Finish Approval

Sample Questions
Which option best describes the highest responsibility of Plant Operations?
• Ensure all indirect inventory is readily available to ensure maintenance can be performed on
equipment.
• Be responsible for all maintenance-related activities, including routine maintenance.
• Be responsible for a manufacturer’s production equipment.
• Be responsible for a manufacturer’s highest volume producing equipment.

Which work orders can have status Planned set to “active”?

• PM work orders
• CM work orders
• CM and PM work orders
• PM and maintenance/service request work orders

When creating a requisition, if you select an Equipment Number, WO Number, or Project

Number, what happens?
• EAM activates Auto-Issue, and EAM fills in the accounting associated to the record
• Nothing
• EAM selects Auto-Issue and requires the user to enter the accounting information
• EAM navigates to the maintenance screen for the associated areas and puts the system in
modify mode

Product Areas Covered

You should study the following five major topics:
• General
• Maintenance
• Inventory
• Purchasing
• Projects

The sections that follow present each of these topic areas in detail.

Comments? Go to goo.gl/MfwKHm
46 QAD Certification Study Guide

General
This section concentrates on the general knowledge you need to understand the EAM interface and
business purpose.
You should know and understand the following:
• Navigation:
• Menus
• Browses
• Checkboxes
• User assistance options
• Security:
• Levels
• Groups
• Where to set
• Implementation:
• Data loads
• Sequences
• Mail setup
• Accounting structures
• Batch Job Scheduler

Maintenance
This section concentrates on the knowledge you need to understand the EAM Maintenance
module.
You should know and understand the following modules:
• Equipment
• PM Templates
• Asset Work Orders
• Maintenance/Service Requests
• Labor History
• Codes

Inventory
This section concentrates on the knowledge you need to understand the EAM Inventory module.
You should know and understand the following modules:
• Inventory
• Physical inventory
• Stock replenishment

Questions? Visit community.qad.com

 Enterprise Asset Management 47

• Stores requisition lists

• Rebuild locations
• UOM conversion
• Codes

Purchasing
This section concentrates on the knowledge you need to understand the EAM Purchasing module
and how Purchasing changes when EAM is integrated with QAD Adaptive UX.
You should know and understand the following modules:
• Purchase orders
• Requisitions
• Routing substitutions
• Vendor
• Currency
• Approval groups
• Codes

Projects
This section concentrates on the knowledge you need to understand the Projects module.
You should know and understand the following:
• Projects
• Jobs
• Fixed Assets
• Capital projects
• Expense projects
• Customer-funded projects

Link to Certification on QAD Learning Center

• Go to: Enterprise Asset Management 2019 AUX

Comments? Go to goo.gl/MfwKHm
48 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 10

Enterprise Platform (Adaptive UX)

50 QAD Certification Study Guide

Introduction
The QAD Enterprise Platform is a critical piece of QAD Adaptive UX because it allows an
organization to extend standard functionality to address special business requirements. One of the
goals of the Enterprise Platform is to eliminate the need for data kept internally in spreadsheets or
other repositories in favor of making provision for this data as extensions to the Adaptive UX. The
Enterprise Platform can also be used to add whole applications to address and manage business
functions not typically covered within the realm of ERP. The Enterprise Platform leverages low-
code / no-code technologies in order to enable business users to create extensions without the need
for knowledge of development languages. That being said, there is also a need for more complex
development and extension of Adaptive UX. The QAD Enterprise Platform Developer
Certification is intended to confirm that an individual has the required skills to support this more
complex development.

Exam Format
This certification requires passing a multiple-choice exam and a hands-on exam. QAD
recommends that you pass the multiple-choice exam before proceeding to the hands-on exam. You
must pass both exams to achieve certification.

Estimated Preparation Time Required

• Three days (including training, documentation review, and practice) but excluding OOABL
and Typescript training. Both Typescript and OOABL training are available separately, and
knowledge of these two languages is considered a prerequisite.

Recommended Training
The recommended training is listed as part of the certification in the QAD Learning Management
System (LMS):
• Enterprise Platform Developer Training & Certification
• Introduction to Object-oriented Programming (Progress Software)

Recommended Reading
Learning more about TypeScript is highly recommended. There are many excellent books and
other resources available about TypeScript. A recommended starting place for learning more is:
https://www.typescriptlang.org.

Recommended User Guides

• QAD Enterprise Platform Developers Guide (March 2020)
• QAD Adaptive UX Web UI Online Help (March 2020)

Sample Questions
Which of the following best describes a business component?

Questions? Visit community.qad.com

 Enterprise Platform (Adaptive UX) 51

• It is a computer part that is used on computers that support Enterprise Applications in North
America and Europe.
• It is a logical division like Accounting, Purchasing, Shipping, or Receiving.
• It is a flexibile application component that includes a browse for record selection, and a form
where data can be maintained or added.
Field groups are (select one):
• The fields grouped in a panel.
• The fields in a business component.
• A selection of fields that can be associated with access rights of a role or roles.

Overriding a function from a base class in TypeScript requires that you:

• Delete the original function.
• Declare the same function in your derived class.
• Enclose your class in curly braces.

Product Areas Covered

You should study the following:
• QAD Enterprise Platform concepts and architecture
• App development concepts
• App development functionality in the QAD Web UI, including use of Apps, My Developer
Settings, Data Store, Business Components, Logging Options
• Extending Business Components
• Lookup Definitions
• Activity Tracking, Alerts, Approvals
• Analytics, Action Centers, KPIs
• Platform Scripting with TypeScript and Object Oriented Abstract Business Language
(OOABL)
• Security and resource permissions in the QAD Web UI

Link to Certification on QAD Learning Center

Go to: Enterprise Platform Developer 2019

Comments? Go to goo.gl/MfwKHm
52 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 11

System Foundations
54 QAD Certification Study Guide

There are certain tasks that must be performed in order to implement the basic functions of QAD
Adaptive Applications. These include basic system management and implementation issues,
including data setup.
The topics that follow will be addressed in every functional certification exam and should be
mastered before any functional exam is attempted.

User Interface and General Capabilities

You should have a good understanding of the QAD Adaptive Applications user interface and a
basic understanding of what Progress is. Since each implementation begins with manager
functions and control programs, you should understand these in detail, particularly how they can
be used to make the system easier to operate and to ensure adequate system security and control.
You should know and understand the following:
• How QAD Adaptive Applications functions can be selected (menus, user menus, function
keys)
• In general, how QAD Adaptive Applications modules are interrelated and what data they share
• How control settings are used and what each control program field does
• Which QAD Adaptive Applications functions can be disabled if they are not in use
• What security methods are available
• How to define and manage printers and batch queues
• Which QAD Adaptive Applications Help functions are available and how these can be
supplemented
• What options exist for personalizing the User Interface
• How to create and modify a Browse (Enterprise Edition only)
• The role and function of the Domain/Account Control
• How generalized codes can be used for field validation
• What master and transaction comments are and how they can be used
• When to use batch queues and how to manage them
• How to use Audit Trails

Recommended Users Guides

• User Interfaces
• Manager Functions
• Security and Controls

System Implementation
This section concentrates on the decisions you need to make at the beginning of any
implementation and on the basic data elements that must be established.

Questions? Visit community.qad.com

 System Foundations 55

You should know and understand the following:

• Which fundamental issues need to be addressed when planning a QAD Adaptive Applications
implementation
• Which factors determine whether to implement single or multiple databases
• How functions operate when connected to multiple databases
• What options there are for accessing and connecting to multiple databases
• In a multiple entity database, what entity should be the primary entity
• In what situations you would define an entity, site, or location
• How domains, entities and databases are related
• What implementation and operating issues pertain to sites and locations
• What inventory status codes are and how they are used
• How the system stores inventory information in aggregate and in detail
• When inventory balances can be negative and how that is handled
• How the shop calendar and holidays are defined
• Which numbering and coding schemes make the most of QAD Adaptive Applications
functionality
• How the general ledger calendar is defined
• How the general ledger calendar relates, or does not relate, to other calendars (the shop
calendar, for example)
• The relationship between format positions, accounts, sub-accounts, cost centers and projects

Comments? Go to goo.gl/MfwKHm
56 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 12

Standard Financials
58 QAD Certification Study Guide

Introduction
The Standard Edition Finance exam encompasses each of the financial modules of QAD Adaptive
Applications Standard Edition and their integration with other system modules. This includes
product definition and costing, general accounting, financial reporting and consolidated reporting.
Multi-site, multi-entity, and multi-currency implementation issues are also included, along with
product cost development and inventory valuation.
The objective of this test is to ensure that you have a broad understanding of QAD Adaptive
Applications financial management functions and how they should be implemented and used.

Exam Format
The Standard Financials exam is delivered in two parts and requires hands-on interaction with
QAD Adaptive Applications. Part 1 incorporates hands-on exercises, and Part 2 is multiple choice
questions only. Both parts are delivered in a single 4-hour testing session. You must pass both parts
in a single testing session to achieve certification.

Estimated Preparation Time Required

• 17 days (including training, documentation review and practice)

Recommended Training Courses

• Financial Management (5 days)
• General Ledger Fundamentals (1 day)

Recommended User Guides

• Financials A
• Financials B

Sample Questions
• After entering a purchase order of item 12-4012 answer the following…
Which of the following GL transactions were created as a result of receiving a partial
shipment of 45 units of item 12-4012?

Entity Account Sub CC Debit Credit Description

a. 1000 1500 0600 63.00 Inventory
2200 0600 63.00 PO Receipts (AP Holding)

b. 1000 1500 0600 665.00 Inventory

2200 0600 665.00 PO Receipts (AP Holding)

Questions? Visit community.qad.com

 Standard Financials 59

c. 1000 1500 0600 63.00 Inventory

2200 0600 63.00 PO Receipts (AP Holding)

1000 5000 0600 27.00 Purchase Price Variance (PPV)

2200 0600 27.00 PO Receipts (AP Holding)

d. 1000 1500 0600 665.00 Inventory

2200 0600 665.00 PO Receipts (AP Holding)

1000 5000 0600 285.00 Purchase Price Variance (PPV)

2200 0600 285.00 PO Receipts (AP Holding)

• If a supplier has ERS processing set to Yes, a company using ERS processing can still use
standard accounts payable vouchering. True or False?
• The Terms of Trade (ToT) code defaults from the:
• Logistics supplier
• Item supplier
• Logistics charge code

Product Modules Covered

This test includes all of the financial modules, functions, and activities that pertain to general
accounting as well as financial planning, reporting, and control. The test also covers other modules
needed to implement the system.
You should study the following:
• Accounts Payable
• Accounts Receivable
• Addresses/Taxes
• Commission
• Currency dependent rounding
• General Ledger
• GL Transactions (Physical Inventory, Purchasing, Sales Orders, Invoices, Inventory Control)
• Manager Functions
• Multiple Currency
• Product Costing (Product Structures, Formulas, Routings, Work Centers, Process, Items, Sites)
• Product Line/Account (product lines)
• Salespersons (commission)

You should understand how to implement and use each of these modules in companies that are
made up of single or multiple entities; operate with one or more currencies, in one or more
countries, on one or more databases. This test will cover all aspects of QAD Adaptive Applications
financial management including budgeting, product costing, and financial control functions.

Comments? Go to goo.gl/MfwKHm
60 QAD Certification Study Guide

Modules have been subdivided into three major topics for you to study:
• Financial System Implementation
• General Accounting
• General Ledger

The sections that follow present each of these topic areas in detail.

Financial System Implementation

This area of the test focuses on setting up financial management functionality in the system.
You should know and understand the following:
• How currency exchange rates are maintained and where they are used
• What the different types of accounts are and how each is used (asset, liability, income,
expense, statistical, and memo accounts)
• What accounts may be maintained in terms of a non-base currency and how they are valued
• How rounding methods are maintained and where they are used
• How and when to run the Currency Dependent Rounding Conversion
• In general, where information can be reported in base and non-base currencies
• What realized and unrealized gain/loss represent, how they are calculated and the timing and
difference between unrealized and realized gain/loss
• When spot rates can be entered; the effect of flagging a rate as “fixed”
• What bank codes must be defined and how they are
• used
• How and where each of the values in Domain/Account Control are used
• How credit terms are set up and used
• The various address types and how they are stored and used
• Alternative address coding schemes and which methods work best
• How customer information is maintained (in particular, credit information, salesperson, and
currency)
• Which customer’s credit is checked—the sold-to, bill-to, or ship-to—and which addresses are
used in Accounts Receivable
• How supplier information is maintained (in particular, credit information, prepayment balance,
and remit-to)
• How salesperson commissions are entered and what reporting options exist
• How tax rates and tax exemptions are set up, calculated, and reported in all modules
• Which numbering and coding schemes make the most of QAD Adaptive Applications
functionality
• What variances are calculated, when they are calculated and what they represent

Questions? Visit community.qad.com

 Standard Financials 61

Product Definition and Costing

This topic addresses on how products are defined for use in the manufacturing modules, and
includes product structures, formulas, routings, and processes. The operational details are covered
in the Manufacturing test, but since they also determine the standard cost of a product, you should
understand what each of the cost components is and how costs are calculated. This test focuses on
your understanding of cost calculations and the use of the Cost Management module.
You should know and understand the following:
• Why product lines are defined and where product line GL accounts are used
• How item prices and costs are set up
• What costs can be maintained without using the Cost Management module
• How costs are maintained for different kinds of items (purchased, manufactured, routable,
phantom, or configured)
• What “this level” and “lower level” costs are
• What item information can and cannot be set up by
• site
• What item GL cost is and how it is used
• When and how to do cost roll-ups
• How product structures and formulas are set up and which fields affect product cost
• How BOM codes can be used to set up product structures or formulas used only for costing
purposes
• How departments, work centers, routings, and processes are set up, and which fields affect
product cost and cost accounting
• How the relationship between items, structures, and routings is defined, and which is used for
costing
• How the system stores inventory information: in aggregate and in detail
• When inventory balances can be negative and how that is handled
• How inventory is valued; what happens to inventory value when GL cost changes; what types
of inventory are revalued; what the GL transaction is
• In Cost Management, what types of cost sets can be maintained
• How standard, average, current, and simulation costs differ and how they are used
• In what way item costs, sites, and cost sets are related; what defaults apply
• What steps are involved in cost simulation
• What cost elements and cost categories represent; how they are created and used
• Why cost planning is useful; how cost plans appear on MRP and MPS summaries; and what
must be done to activate planned changes

General Accounting
Here we concentrate on the functions that support day-to-day accounting activities. When studying
these, think about how they can be used in both single and multi-company, multi-currency
situations.

Comments? Go to goo.gl/MfwKHm
62 QAD Certification Study Guide

Accounts Receivable (AR)

This area of the test covers managing customer credit, invoicing sales and posting invoices,
processing credits and returns, calculating finance charges, and recording customer payments. You
should understand the relationship between AR and Sales Order/Invoicing functions.
You should know and understand the following:
• What the Invoice Post does
• How the shipping/invoicing process affects the number of invoices that are posted to AR
• The recommended method for handling returns
• The recommended method for handling corrections to quantity, price, and commissions
• How and when debit/credit memos are recorded
• What “contested” amounts are and what options you have to exclude them from reports
• How due and discount dates are calculated
• How to apply unapplied payments, debit memos and credit memos
• Where expected pay date is used and where it can be updated
• When taxes are calculated automatically and when they need to be entered manually
• How exchange tolerance is used
• How to check credit; what dunning letters are
• How finance charges are calculated
• What procedures should be followed for processing and applying payments; how prepayments
or overpayments are handled
• How bad checks and bad debt write-off should be recorded
• In what situations drafts can be used
• What steps are involved in recording and approving a draft; how each step affects the customer
balance and what GL entries are created
• What reports (audit trails) are available and in what situations each should be used
• What general ledger transactions are created by invoicing and accounts receivable; how they
differ for multi-entity transactions
• What procedures should be followed at period-end

Accounts Payable (AP)

This area covers all accounts payable functions, including the relationship
between Accounts Payable and Purchasing.
You should know and understand the following:
• The role of unconfirmed vouchers
• The recommended voucher registration procedure; what GL entries are generated and when
they are created
• The process of three-way matching
• How Evaluated Receipts Settlement (ERS) works, when it should be used and how it affects
three-way matching

Questions? Visit community.qad.com

 Standard Financials 63

• What AP rate and usage variances represent and when they are calculated
• When multiple vouchers are processed for one receiver and at what point variances are
calculated
• How vouchers are entered for purchase receipts and miscellaneous payables
• When a voucher is automatically placed on hold and for what amount; the effect of entering a
hold
• Why the voucher date should be consistent
• How due and discount dates are
• calculated
• Where expected pay date is used
• What taxes are calculated and when
• How prepayments are recorded and applied; how they appear on the supplier and on the
purchase order
• How exchange tolerance is used
• The recommended procedural controls for selecting vouchers for payment and printing checks
• What hash totals are and where they appear
• What payment options exist (look up Check Forms and Payment Specification)
• The situations in which the Payment in Process account applies and how it is used
• The effect of a void check
• Why bank reconciliation is required
• General ledger transactions created by each of the accounts payable functions; how they differ
for multi-entity payables
• How fluctuations in exchange rates are accounted for (gain/loss, price variance)
• What reports (audit trails) are available and in what situations each should be used
• What procedures should be followed at period-end

General Ledger
This topic covers general ledger functions and their integration with other modules. It also
includes the procedural aspects of period-end and year-end processing, along with budgeting,
financial reporting, and consolidations.

General Ledger Transactions

Here, we look at how to use QAD Adaptive Applications functions to record accounting activity
and make adjustments and corrections in a single and multiple entity, multiple currency
environment.
You should know and understand the following:
• The general flow of transaction activity and how it is controlled
• How to enter a general ledger transaction; when amounts should be entered as negative
• When balanced entities are needed and what the implications are

Comments? Go to goo.gl/MfwKHm
64 QAD Certification Study Guide

• In what situations reversing transactions should be used and what they do (know some
examples)
• How effective dates are used to record future activity
• How recurring transactions are set up using Transaction Copy
• At what point GL transactions are posted
• What capabilities exist to review posted and unposted activity
• How changes to transactions generated in other modules can be prevented
• Recommended period-end and year-end procedures
• At what point revaluation of non-base currency accounts takes place and what the result is;
why there is an extra revaluation function just for imported transactions
• How and when retained earnings are calculated and posted
• When retroactive transactions are used
• What Transaction Consolidation does and when it should be used

Activity from Other QAD Adaptive Applications Modules

You can get General Ledger journal transactions from other QAD Adaptive Applications modules.
You should understand where these transactions are created and when, and what accounts they use.
When calculations are involved (as with variances), you should understand the calculation. You
should also know how to investigate the sources of these transactions in order to follow up on
errors or make corrections and adjustments.
You should know and understand what GL transactions are created by the following:
• Sales order shipments and returns
• Posting invoices
• Purchase receipts and returns
• Purchase price and exchange variance
• Unplanned inventory transactions
• Cycle count and physical inventory updates
• Changes to standard and average costs

You should also know and understand the following:

• What account numbers and amounts are used in each of the above transactions
• What can cause unbalanced transactions and how they should be handled
• How transaction reference number and type are assigned and what they signify
• How to research GL transactions based on the transaction reference, type, and description
information
• How posted transactions can be researched
• What financial control points exist in other modules (for example, exchange tolerances)
• What period-end and year-end procedures should be used in each of the modules
• What perpetual and periodic inventory methods are and how to implement
• each

Questions? Visit community.qad.com

 Standard Financials 65

• How to prevent or delete GL transactions

Financial Reporting

For this section, you should be familiar with the reports that are available in QAD Adaptive
Applications and how they are used. In addition, you should understand how custom reports may
be developed in the General Ledger module and how budgets are entered and calculated for use
during reporting.
You should know and understand the following:
• What the various methods for entering budgets are
• At what level of detail budgets can be maintained
• When and why the Budget Calculation function is required
• Why memo accounts might be useful for storing base amounts for budgets
• How projects and cost centers may be used for detailed activity reporting
• Where project codes are used and how they can be validated
• What standard financial reports and report options are available; how these may dictate what
coding schemes to use for entities and accounts
• When each of the report selections, such as “Level” and “Summarize Cost Centers,” would be
used
• How and when year-to-date profit and loss is calculated
• What steps are involved in developing a custom report in General Ledger; what the
capabilities and limitations are

Consolidated Reporting

You should be aware that QAD Adaptive Applications supports the consolidation of financial
activity for multiple entities using the QAD Adaptive Applications General Ledger module.
Within a database, each entity must use the same chart of accounts and base currency.
You should know and understand the following:
• What the consolidation process entails and how it is controlled
• How to set up account cross-references for transaction import/export
• How to handle accounts held in non-base currency at another entity and what options there are
• What capabilities exist to import transactions from an entity operating in another currency
• At what point account number and currency translation take place
• What rates may be used for currency translation and how these are entered
• What the Transaction Export and Import functions create
• What balancing entry is created when importing journal entries from entities held in another
currency and what options there are regarding where it is posted
• When and why the Imported Transaction Revaluation is required

Comments? Go to goo.gl/MfwKHm
66 QAD Certification Study Guide

Additional Topics for Review

Part 2 of the PKS exam tests your understanding of additional financial concepts.
You should know and understand the following:
• Intercompany Accounting
• Linked-Site Costing
• Logistics Accounting
• Purchase and Work Order Accounting by Site

Questions? Visit community.qad.com

 Chapter 13

Enterprise Financials
68 QAD Certification Study Guide

Introduction
The Enterprise Edition Finance exam encompasses each of the financial modules of QAD
Adaptive Applications Enterprise Edition and their integration with other system modules. This
includes product definition and costing, general accounting, financial reporting and consolidated
reporting. Multi-site, multi-entity, and multi-currency implementation issues are also included,
along with product cost development and inventory valuation.
The objective of this test is to ensure that you have a broad understanding of QAD Enterprise
Financials functions and how they should be implemented and used.

Exam Format
The Enterprise Financials exam is delivered in two parts and requires hands-on interaction with
QAD Adaptive Applications. Part 1 incorporates hands-on exercises, and Part 2 is multiple choice
questions only. Both parts are delivered in a single 4-hour testing session. You must pass both parts
in a single testing session to achieve certification.

Estimated Preparation Time Required

• 24 days (including training, documentation review and practice)

Recommended Training Courses

• Financials Fundamentals – Enterprise Edition (5 days)
• Advanced Financials – Enterprise Edition (4 days)
• Enterprise Financials Functional Implementation (5 days)

Recommended User Guides

• Financials
• Global Tax Management
• Intrastat
• Costing
• Revenue Recognition

Sample Questions
Do this: Receive from supplier S09000 a supplier credit note for 2500 USD and allocate this on
GL account 1670. Net this credit note against the outstanding invoice for this supplier.
What was the purchase price difference posted on the PO Price variance account as a result of the
matching transaction?
• 2500 USD unfavorable
• 2500 USD favorable
• 0 USD
• 2900 USD unfavorable

Questions? Visit community.qad.com

 Enterprise Financials 69

What is the maximum number of levels you can create in a budget?

• 7
• 10
• 8
• 5

All system SAF concepts apply to:

• Financial transactions only
• Financial and operational transactions
• All operational transactions
• All transactions (Financial, Operational, External)

Product Modules Covered

This test includes all of the Financials modules, functions, and activities that pertain to general
accounting, as well as financial planning, reporting, and control. The test also covers other
modules needed to implement the system.
You should study the following:
• Accounts Payable
• Accounts Receivable
• Addresses and taxes
• Statutory currency
• Rounding methods
• Entities, domains, profiles, and shared sets
• Customer, supplier, salesperson, and end-user setup and data
• General Ledger setup (chart of account elements, daybooks, COA mask, GL periods, and tax
periods)
• General Ledger transactions (journal entries, reversing transactions, recurring entries, mirror
accounting, mass layer transfer, and open item adjustment)
• Operational GL transactions (physical inventory, purchasing, sales orders, invoices, inventory
control)
• Budgets
• Consolidation
• Banking entries
• Financial Report Writer
• Multiple currencies and exchange rates
• Product costing (product structures, formulae, routings, work centers, process, items, and
sites)
• Salespersons (commission)
• Revenue Recognition

Comments? Go to goo.gl/MfwKHm
70 QAD Certification Study Guide

You should understand how to implement and use each of these modules in systems that are
composed of a single or multiple domains, operate with one or more currencies, in one or more
countries, and on one or more databases. This test will cover all aspects of QAD Enterprise
Financials.

Test Topics
Modules have been subdivided into eight major topics for you to study:
• Financial System Implementation
• Financials UI and Navigation
• General Accounting
• General Ledger
• Banking and Cash Management
• Reports and Views
• Activity from Other Enterprise Edition Modules
• Additional Topics

The sections that follow present each of these topic areas in detail.

Financials System Implementation

This area of the test focuses on setting up Enterprise Financials functionality in the system.
You should know and understand the following:
• How currency exchange rates are maintained and where they are used.
• What the different types of accounts are and how each is used (control accounts, standard GL
accounts, system accounts, and banking and cash accounts).
• How to apply currency restrictions to accounts.
• How rounding methods are maintained and where they are used.
• How to set up domains, entities, profiles, and shared sets.
• Users, roles, role permissions, and role membership.
• Where to activate budgeting, user settings, COA mask options, additional GL numbering,
suspended and delayed taxes, and mirror accounting.
• How to create business relations.
• Customer, supplier, end-user, and salesperson setup and data.
• What realized and unrealized gain/loss represent, how they are calculated and the difference
between unrealized and realized gain/loss.
• How and where each of the values in Domain/Account Control is used.
• How credit terms and credit limits are set up and used.
• How to create and use invoice status codes.
• The various address types and how they are stored and used.
• How tax rates and tax exemptions are set up, calculated, and reported in all modules.

Questions? Visit community.qad.com

 Enterprise Financials 71

• What data is stored at domain-level, system level, and entity level.

• What variances are calculated, when they are calculated and what they represent.

See QAD Financials User Guide, and Financials Fundamentals Training Guide for information on
domains, COA mask settings, entities, profiles, shared sets, activating mirror accounting,
activating suspended and delayed tax, currencies, rounding methods, customer, supplier, end-user,
and salesperson setup, business relations, address types, credit terms and limits, invoice status
codes, and GL accounts.
See QAD Global Tax Management User Guide for information on Global Tax Management.
See QAD System Administration User Guide for information on activating budgeting, and system
and user settings.
See QAD Security and Controls User Guide for information on users, roles, role permissions, and
role membership.

Product Definition and Costing

This topic addresses how products are defined for use in the manufacturing modules, and includes
product structures, formulae, routings, and processes. The operational details are covered in the
Manufacturing test, but since they also determine the standard cost of a product, you should
understand what each of the cost components is and how costs are calculated. This test focuses on
your understanding of cost calculations and the use of the Cost Management module.
You should know and understand the following:
• Why product lines are defined and where product line GL accounts are used.
• How item prices and costs are set up.
• What costs can be maintained without using the Cost Management module.
• How costs are maintained for different kinds of items (purchased, manufactured, routable,
phantom, or configured).
• What “this level” and “lower level” costs are.
• What item information can and cannot be set up by site.
• What item GL cost is and how it is used.
• When and how to perform cost roll-ups.
• How product structures and formulae are set up and which fields affect product cost.
• How BOM codes can be used to set up product structures or formulae used only for costing
purposes.
• How departments, work centers, routings, and processes are set up, and which fields affect
product cost and cost accounting.
• How the relationship between items, structures, and routings is defined, and which is used for
costing.
• How the system stores inventory information in aggregate and in detail.
• When inventory balances can be negative and how that is handled.
• How inventory is valued; what happens to inventory value when GL cost changes; what types
of inventory are revalued; what the GL transaction is.

Comments? Go to goo.gl/MfwKHm
72 QAD Certification Study Guide

• In Cost Management, what types of cost sets can be maintained.

• How standard, average, current, and simulation costs differ and how they are used.
• In what way item costs, sites, and cost sets are related; what defaults apply.
• What steps are involved in cost simulation.
• What cost elements and cost categories represent; how they are created and used. See QAD
Costing User Guide for information on costing.

Financials UI and Navigation

This area covers features of the UI, such as workflows, browses, grids, and stored searches, and
how to navigate through the UI.
You should know and understand the following:
• How to sort within grids.
• How to use drop-down
• filters.
• Grouping search results in a browse.
• Adding or removing columns in a browse.
• Browsing and saving draft records.
• How to set up and use a workflow.
• Attaching documents.
• Stored searches.
• Using the Translation option for fields.
• Summarizing search results.
• Exporting results to XML.

See QAD Financials User Guide and Financials Fundamentals Training Guide for more
information on navigation.

General Accounting
General accounting includes the functions that support day-to-day accounting activities.

Accounts Receivable (AR)

This area of the test covers managing customer credit, sales orders, posting invoices, creating
invoices directly in AR, processing credits and returns, calculating finance charges, and recording
customer payments. You should understand the relationship between AR and the sales
order/invoicing functions.
You should know and understand the following:
• Sales-related invoices.
• Creating miscellaneous invoices directly in AR.
• Processing payments using payment instruments.

Questions? Visit community.qad.com

 Enterprise Financials 73

• Adjusting the open balance of a customer invoice or credit note.

• Tracking and reporting customer AR activity.
• Sending statements and reminder letters for overdue payments.
• Calculating finance charges.
• Reporting on all customer invoice-related transactions and statuses.
• The function of Invoice Post and Print.
• How the shipping/invoicing process affects the number of invoices that are posted to AR.
• The recommended method for handling returns.
• How due and discount dates are calculated.
• When taxes are calculated automatically and when they need to be entered manually.
• How to check credit.
• What procedures should be followed for processing and applying payments; how prepayments
are handled.
• How bad checks should be recorded.
• How to calculate suspended tax on customer invoices.

See QAD Sales User Guide for information on sales-related activity. See QAD Financials User
Guide and Financials Fundamentals Training Guide for information on customer invoices and
payments.

Accounts Payable (AP)

This area includes all accounts payable functions, including the relationship between accounts
payable and purchasing.
You should know and understand the following:
• Creating and maintaining supplier invoices and credit notes.
• Preparing invoices for allocation and allocating them.
• Preparing invoices for matching.
• Identifying purchase orders and matching with supplier invoices.
• Approving an invoice for payment and releasing it for inclusion in the payment cycle.
• Adjusting the open balance of a supplier invoice or credit note.
• Generating payments to suppliers in various forms.
• Reporting on all supplier-related transactions and statuses.
• Viewing the supplier balance and open item details.
• Reversing incorrect invoices and their postings.
• Using the Scan daemon to create invoices.
• Setting defaults in Supplier Invoice Control (28.24).
• Calculating delayed tax on supplier invoices.
• Reversing and replacing supplier invoices.
• GL Correction Control (25.13.24) settings.

Comments? Go to goo.gl/MfwKHm
74 QAD Certification Study Guide

• What AP rate and usage variances represent and when they are calculated.
• How due and discount dates are calculated.
• What taxes are calculated and when.
• How prepayments are recorded and applied.
• The situations in which the Payment in Process account applies and how it is used.
• The effect of a void check.
• General ledger transactions created by each of the accounts payable functions.
• How fluctuations in exchange rates are accounted for (gain/loss, price variance).
• What reports are available and in what situations each should be used.

See QAD Purchasing User Guide for information on purchase-related activity. See QAD
Financials User Guide and Financials Fundamentals Training Guide for information on supplier
invoices and payments.

General Ledger

This topic covers general ledger setup and GL transactions.

General Ledger Setup

This area covers the QAD Enterprise Financials activities used to set up charts of accounts,
account verification, layers, daybooks, GL calendar, and tax calendar.
You should know and understand the following:
• Planning and creating the different types of accounts required for the chart of account.
• How to create system accounts, and the use of each system account type.
• Defining and using units of measure on GL accounts.
• What accounts use automatic and manual posting.
• Adding analysis to accounts.
• How to define account revaluation and consolidation settings.
• Configuring the GL mask for a domain.
• Setting up GL Correction Control.
• How to create layers, daybooks, and daybook sets.
• Dividing the fiscal year into smaller subsets using the GL calendar year and GL periods.
• Defining the tax calendar.
• Closing modules to transactions.

See QAD Financials User Guide and Financials Fundamentals Training Guide for information on
GL setup.

General Ledger Transactions

This area covers the QAD Enterprise Financials functions used to record accounting activity and
make adjustments and corrections.

Questions? Visit community.qad.com

 Enterprise Financials 75

You should know and understand the following:

• The general flow of transaction activity and how it is controlled.
• How to enter a journal entry transaction; when amounts should be entered as negative.
• In what situations to use reversing transactions.
• How to use Open Item Adjustment to reconcile unpaid or incorrectly paid invoices and credit
notes.
• Using posting templates.
• Creating recurring entries for transactions that are repeated regularly
• When to use mirror accounting and how to set it up.
• The GL effects of mirror accounting.
• At what point operational GL transactions are posted.
• How and when to use Mass Layer Transfer.
• How to process intercompany and cross-company transactions, and the differences between
them.
• What capabilities exist to review posted and unposted operational activity.
• How changes to transactions generated in other modules can be
• prevented.
• Recommended period-end and year-end procedures.
• Revaluation of non-base currency accounts.
• How and when retained earnings are calculated and posted.

See QAD Financials User Guide and Financials Fundamentals Training Guide for information on
GL transactions.

Banking and Cash Management

This area covers how to use QAD Enterprise Financials Banking functions.
You should know and understand the following:
• Defining bank details and linking bank data to customers and suppliers.
• How to process transaction data contained in electronic bank files.
• Compiling a bank statement using banking entries.
• Allocating the incoming and outgoing payments on the statement lines to open items, GL
accounts, selections, and payments,
• Entering bank charges.
• Recording a manual check.
• Handling exchange rate conversions during allocation,
• Maintaining daily cash movements.
• Analyzing actual and projected cash flow over a set period.

See QAD Financials User Guide and Financials Fundamentals Training Guide for information on
banking and cash management.

Comments? Go to goo.gl/MfwKHm
76 QAD Certification Study Guide

Reports and Views

This area covers how to use QAD Enterprise Financials reporting functions, and views.
You should know and understand the following:
• The various Financials reports and views, and the function of each.
• When to print a Trial Balance.
• Creating and using report variants.
• Scheduling reports.

See QAD Financials User Guide and Financials Fundamentals Training Guide for information on
Financials reports and views.

Activity from Other QAD Enterprise Edition Modules

You can get General Ledger journal transactions from other QAD Adaptive Applications modules.
You should understand where these transactions are created and when, and what accounts they use.
When calculations are involved (as with variances), you should understand the calculation.
You should know and understand what GL transactions are created by the following:
• Sales order shipments and returns.
• Operational transactions and posted
• invoices.
• Purchase receipts and returns.
• Purchase price and exchange variance.
• Unplanned inventory transactions.
• Cycle count and physical inventory updates.
• Changes to standard and average costs.

Additional Topics for Review

Part 2 of the certification exam tests your understanding of additional financial concepts.
You should know and understand the following:
• Intercompany Accounting
• General and Linked-Site Costing
• Logistics Accounting
• Purchase and Work Order Accounting by Site
• The purpose of SAFs, how to define and use them, the types of system SAFs available, and
SAF defaulting.
• Daemons
• Evaluation Receipts Settlement (ERS)
• Budgets
• Consolidation

Questions? Visit community.qad.com

 Enterprise Financials 77

• Structured Reports
• Financial Report Writer
• Statutory Currency
• Revenue Recognition
• Defining and using operational and financial allocations.
• Excel Integration
• See QAD Financials User Guide and Advanced Financials Training Guide for information on
Excel integration, ERS, SAFs, Financial Report Writer, statutory currency and allocations.
See QAD Master Data User Guide, QAD Financials User Guide, and Advanced Financials
Training Guide for information on Logistics Accounting.
See QAD Costing User Guide for information on costing. See QAD Revenue Recognition User
Guide for information on revenue recognition.

Daemons
This area covers how to set up and use the various system daemons.
You should know and understand the following:
• Which daemons are available in QAD Adaptive Applications.
• The purpose of each
• daemon.
• How the XML and Scan daemons interact with and benefit other EE Financials functions.

See QAD System Administration User Guide and Advanced Financials Training Guide for
information on daemons.

Budgets
This area covers how to use QAD Enterprise Financials Budget functions to record revenue and
expense for a given time period.
You should know and understand the following:
• Use the Budget Create activity to define budgets for a single entity or for a group of entities
• Defining the budget hierarchy and level of detail.
• How to create a structure of budget topics and the restrictions that
• apply.
• Defining a budget structure for use in structured reports.
• Using the Excel Hotlink to maintain budget data in Microsoft Excel and then synchronize it
with the system.
• The role of the Budget daemon.
• How to use the Budget Detail and Budget Overview reports to follow the progression of
spending and earnings.

Comments? Go to goo.gl/MfwKHm
78 QAD Certification Study Guide

See QAD Financials User Guide and Advanced Financials Training Guide for information on
budgets.

Consolidation
This area covers how to use QAD Enterprise Financials Consolidation functions to combine
financial records from a number of entities within an organization into one consolidated set of
financial statements.
You should know and understand the following:
• The types of transaction you can consolidate.
• How to set up consolidation, including creating cross-references.
• How to process intercompany transactions when consolidating.
• The conditions that must exist before you can create a consolidation record.
• Creating a consolidation cycle, and consolidation record.
• How currency translation is performed at consolidation.

See QAD Financials User Guide and Advanced Financials Training Guide for information on
consolidation

UI Customization and UDFs

This area covers how to use the QAD Enterprise Financials Design Mode and User- Defined Field
functions to tailor the user interface of component-based functions.
You should know and understand the following:
• How to customize user interfaces using the Design Mode feature.
• How to create a User Defined Field (UDF), and add it to a
• screen.
• The types of UDF, and the number of UDFs of each type you can create.

See QAD Financials User Guide and Advanced Financials Training Guide for information on UI
customization and UDFs.

Financial Report Writer

This area covers how to use Financial Report Writer to create and run custom reports.
You should know and understand the following:
• The main components of Financial Report Writer such as report charts, report calendars,
analysis codes, report cubes, report columns, and report masters.
• How to set up Financial Report Writer.
• How to build a report.
• Report charts and the types of COA elements they can include.
• How COA cross references are used in Financial Report Writer.
• The function of the Cube daemon.

Questions? Visit community.qad.com

 Enterprise Financials 79

• Report cubes statuses.

• How currency translation methods are used in Financial Report Writer.

Statutory Currency
This area covers statutory currency, and how it is implemented.
You should know and understand the following:
• How statutory currency is enabled and where it is used.
• Statutory currency in relation to rounding differences, exchange gains and losses, and purchase
price variances.
• How statutory currency is calculated for financial transactions.
• Statutory exchange rates, and how they are
• used.
• Inventory exchange rates, and how they are used.
• How the Fallback to ACCOUNTING and Validity End Dates fields on the Exchange Rate
Type record are used.

Structured Reports
This area covers how to use the QAD Financials Budget function to define structured reports.
You should know and understand the following:
• What reports use user-defined structures.
• How to create report structures, and the restrictions that apply to report structures.
• How to print the hierarchical design of a structured report.
• The purpose of system accounts in report structures.

See QAD Financials User Guide and Advanced Financials Training Guide for information on
structured reports.

Link to Certification on QAD Learning Center

Go to: QAD Financials 2019 EE

Comments? Go to goo.gl/MfwKHm
80 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 14

Manufacturing
82 QAD Certification Study Guide

Introduction
The Manufacturing exam covers MRP II implementation and basic data setup, production
scheduling and control (including inventory control), sales, production and resource planning,
along with material/capacity/distribution requirements planning. Multiple site concepts and
lot/serial traceability are also included.
The objective of this test is to ensure that you have a broad understanding of QAD Adaptive
Applications manufacturing functions and how they should be implemented and used. Since
manufacturing and planning functions form the core of QAD Adaptive Applications, all
consultants should be fully versed in their functionality and use.

Exam Format
The Manufacturing exam is delivered in two parts and requires hands-on interaction with QAD
Adaptive Applications. Part 1 incorporates hands-on exercises and Part 2 is multiple choice
questions only. Both parts are delivered in a single 4-hour testing session. You must pass both parts
in a single testing session to achieve certification.

Estimated Preparation Time Required

• 22 days (including training, documentation review and practice)

Recommended Training Courses

• Quick Start (5 days for Enterprise Edition)
• Manufacturing Planning (4 days covering Inventory Control, Forecasting Simulation, Master
Scheduling & RCCP, and MRP/CRP Fundamentals)
• Manufacturing Execution (5 days covering Product Structures; Work Centers, Routings &
Subcontracting; Production Orders; and Shop Floor Control)

Recommended Reading and Videos

• QAD Costing User Guide
• Product Costing Training Guide
• Cost Management Training Guide
• QAD Lean Manufacturing User Guide
• Lean Manufacturing: Concepts Training Guide
• Lot Trace Workbench User Guide
• WIP Lot Trace Training Guide
• Product Change Control Training Guide
• Manufacturing User Guide (all sections are relevant)
• Master Data User Guide (Product Change Control, Compliance)
• Supply Chain User Guide (Enterprise Operations Planning)
• Costing User Guide
• Periodic Costing User Guide

Questions? Visit community.qad.com

 Manufacturing 83

• Serialization User Guide

• Serialization Training Slides
• Item Attributes and Quality Control User Guide
• Item Attributes and Quality Control Training Slides
• Item Attribute and Quality Control training videos
• Item Attributes and Quality (2 of 12): Creating Item Profiles
• Item Attributes and Quality (3 of 12): Creating Lot Attribute Orders
• Item Attributes and Quality (4 of 12): Completing Lot Attribute Orders
• Item Attributes and Quality (5 of 12): Creating Test Specifications
• Item Attributes and Quality (6 of 12): Creating Item Test Links
• Item Attributes and Quality (7 of 12): Handling Deviations / Make To Order
• Item Attributes and Quality (8 of 12): Creating Quality Orders
• Item Attributes and Quality (9 of 12): Completing Quality Orders
• Item Attributes and Quality (10 of 12): Work In Process Testing
• Item Attributes and Quality (11 of 12): Printing Certificate of Analysis
• Item Attributes and Quality (12 of 12): Fulfillment Using Lot Attributes
• Production Orders User Guide
• Production Orders Fundamentals videos
• Production Orders Fundamentals - 1 Introduction (Video + Exercises)
• Production Orders Fundamentals - 2 Maintenance (Video + Exercises)
• Production Orders Fundamentals - 3 Locations (Video + Exercises)
• Production Orders Fundamentals - 4 Setup Allocations (Video + Exercises)
• Production Orders Fundamentals - 5 Allocations (Video + Exercises)
• Production Orders Fundamentals - 6 Order Picklists (Video + Exercises)
• Production Orders Fundamentals - 7 Bulk Picklists (Video + Exercises)
• Production Orders Fundamentals - 8 Pick for Picklists (Video + Exercises)
• Production Orders Fundamentals - 9 Reporting at Work Center (Video + Exercises)
• Production Orders Fundamentals - 10 Reporting for Orders (Video + Exercises)
• Production Orders Fundamentals - 11 Backflush (Video + Exercises)
• Production Orders What’s Different videos
• Production Orders What's Different - 1 Introduction (Video)
• Production Orders What's Different - 2 Maintenance (Video, Exercises)
• Production Orders What's Different - 3 MSW Navigation (Video, Exercises)
• Production Orders What's Different - 4 MSW Functionality (Video, Exercises)
• Production Orders What's Different - 5 Inventory (Video, Exercises)
• Production Orders What's Different - 6 Allocation Picklists (Video, Exercises)
• Production Orders What's Different - 7 Shortage Allocation & Tags (Video, Exercises)
• Production Orders What's Different - 8 Production Activity Reporting (Video, Exercises)

Comments? Go to goo.gl/MfwKHm
84 QAD Certification Study Guide

• Planning and Scheduling Workbenches for Production Orders User Guide

Sample Questions
Information: The marketing department expects the demand for 44-150 to be much higher than
initially expected. The manufacturing planning and production control departments decided that
item 44-150 can be made in a standard production quantity of 100 instead of 10.
Do this:
• Change the standard production quantity for 44-150 to 100.
• Recalculate the Current costs for item 44-150 at site 12000.

Question: The total current labor cost for item 44-150 at site 12000 is:
• 10.00
• 11.025
• 11.25
• 13.50

The planning horizon for Material Requirements Planning (MRP) should be set to the longest
purchasing or manufacturing lead time among the items to be planned. True or False?
You would create a supermarket
• Before operations that include unpredictable elements and long changeover times
• After a divergence point—a place where the process output begins to supply multiple
downstream processes
• Between operations where the batch size has to change because the every-part-every interval
(EPEI) is too large
• At a point where the remaining time to completion to less than the customer lead time

Product Modules Covered

This test covers the content of each of the manufacturing and planning modules, together with all
of the modules needed to implement the system and define products.
You should study the following:
• Capacity Requirements Plan
• Compliance
• Co-Products/By-Products
• Distribution Requirements Planning
• Enterprise operations Planning
• Forecast/Master Plan
• Formula/Process
• Inventory Control
• Items/Sites
• Kanban/Lean Manufacturing

Questions? Visit community.qad.com

 Manufacturing 85

• Manager Functions
• Material Requirements Plan
• Product Costing (Product Structures, Formulas, CO/By-Products, Routings, Work Centers,
Process, Items, Sites)
• Product change Control
• Product Line Plan
• Product Structures
• Purchasing (Subcontract)
• Quality Management
• Production Orders
• Resource Plan
• Routings/Work Centers
• Shop Floor Control
• Serialization Functions
• Item Attributes and Quality Control
• Lot Trace Workbench
• Master Scheduling Workbench (MSW)
• Production Scheduling Workbench (PSW)

The test covers implementation issues, how functions in each of these modules can and should be
used, and how they are integrated. It requires an understanding of how manufacturing functions
are used with and affect other modules such as Purchasing, Sales, and General Ledger.

Test Topics
The manufacturing modules have been subdivided into three major topics for you to study. These
are:
• Product Definition and Costing
• Production Scheduling and Control
• Distribution, Manufacturing, and Capacity Planning

In the following sections, each of these topics is briefly described, followed by a list of what you
should know and understand.

Product Definition and Costing

This topic addresses how products are defined for use in the manufacturing modules. It includes
product lines and items, as well as the definition of manufacturing departments, work centers,
formulas, product structures, process operations, and routings. Since all of these determine the
standard cost and lead time of a product, you should understand how both are calculated and what
each of the cost and lead-time components represents. You should understand how all of these can
be applied in discrete, process, and mixed-mode environments.
You should know and understand the following:

Comments? Go to goo.gl/MfwKHm
86 QAD Certification Study Guide

• What item status codes are and how they are used
• What inventory status codes are and how they are used
• What values should be entered in each of the individual data fields in Item Master
Maintenance, which fields are required and which are optional, and how each field is used
• What values should be entered in each of the individual data fields in Product Structure
Maintenance, which fields are required and which are optional, and how each field is used
• How to determine the item unit of measure, where it is used, and where an alternate unit of
measure can be used
• What BOM codes are and when they are used
• What functionality is provided by product structures and formulas, and the differences
between product structures and formulas
• How BOM codes, formulas, and product structures are used in costing, planning, scheduling,
and engineering control functions
• The difference between scrap and yield, and how each is used
• What batch quantity is and how it is used; the difference between batch and item order
quantity
• How standard operations can be used and what happens when a standard operation changes
• What functionality is provided by routings and processes, and the differences between routings
and processes
• How lead time and manufacturing costs are calculated from routings and processes
• What routing or process is used by planning, scheduling, and labor reporting
• How the relationship between items, structures, and routings is defined
• How substitute items are set up and used
• How common routings and structures are set up and used
• What “this level” and “lower level” costs are
• What item GL cost is and how it is used
• When and how to do cost roll-ups
• How costs are maintained for different kinds of items (for example, purchased, manufactured,
routable, phantom, configured, c-products, by-products)
• What cost sets can be maintained without using the Cost Management module
• What data can be managed using Product Change Control
• How design groups, routing slips, severity lists, severity levels and PCO/PCR types are used to
define and manage product change approvals;
• How PCRs and PCOs are created, routed, approved, released, distributed, incorporated and
implemented
• How PCO effective dates are used
• How item revision levels are managed using Product Change Control

Questions? Visit community.qad.com

 Manufacturing 87

Production Scheduling and Control

This topic covers manufacturing and inventory control functions used to execute manufacturing
plans and the effect that these functions have on planning, the general ledger, and other parts of the
system.

Inventory Control

Here we look at the day-to-day activities of inventory control that support manufacturing
operations. Particularly important are issues related to implementation, operating procedures, and
integration with other modules. When reviewing each of these topics, be sure to relate them to both
work orders and repetitive manufacturing functions.
You should know and understand the following:
• How item shelf life and expiration date are related
• How production line reserve locations or work center reserve locations impact production
transactions
• How work center backflush location and production line backflush location impact production
activity
• How Allocation Policy, Transfer Allocation Policy, Pick Policy, and Issue Policy of item
setting impact production
• How inventory details (lot/serial, reference, grade, assay %, and expire date) are maintained
and used
• Where and how alternate units of measure are used
• What general and detail allocations are; how they are related, and how they are different
• How inventory allocations are controlled and monitored for both manufacturing orders and
sales orders
• What processes can be used to move inventory from and to work center locations or
manufacturing orders
• What methods are used for floor stock and bulk issue materials
• What options exist for handling component scrap
• What backflushing is and what its risks and benefits are
• What general ledger transactions are created by inventory activities and when they are created

Manufacturing

Manufacturing modules are used to schedule and monitor production in discrete, repetitive,
process, and mixed-mode environments. Production Order and Shop Floor Control functions are
covered, as is the entire production cycle: scheduling production; printing picklists; issuing
components; recording labor; processing completions, receipts, scrap, rework, and rejects; and
monitoring utilization, efficiency, and work in process.
You should know and understand the following:
• How the item setting impacts the production order’s Order Type and Manufacturing Type
• How production is scheduled and controlled using types of production orders and in what
types of manufacturing environments each is appropriate

Comments? Go to goo.gl/MfwKHm
88 QAD Certification Study Guide

• What planned orders, master scheduled orders, production orders, cumulative orders, and final
assembly orders are and how they are related
• What needs to be set up prior to using production orders functions
• What the steps of the production orders life cycle are, why each is used, and how they affect
MRP
• What the differences are between forward and backward scheduling and loading, and when
each is used
• What each of the fields on a production order is used for
• How production order release and due dates are scheduled, and when they should be manually
adjusted
• How type and status codes relate to the production order life cycle, and their effect on
production order bills and routings
• In what ways routable items are managed differently from other items
• How production orders can be used to track custom production, rework, or repairs
• How final assembly production orders are created and processed; what components are
referenced; what options are available for receiving and shipping final assemblies
• How components are allocated and the effect of Allocate Single Lot and Critical Items on
allocations
• How production picklists are set up and how to use different ways to process production
picklists
• How substitute items and alternate bills and routings are processed, and how phantom items
work
• How manufacturing operations are monitored; what operation status indicates and how it is set
• How subcontracting is managed, and the interface to Purchasing in production orders
• What options there are for reporting labor in production orders
• What nonproductive labor is and its consequence on efficiency and utilization
• When and how a production order is split and what happens
• How and when variances are calculated when using standard or average costing
• What rate and usage variances are and how they are calculated for material, labor, and burden
• When and how mix variance is calculated
• How the system accounts for scrap at an operation and at production order receipt
• When orders should be closed for accounting purposes and what this does
• How utilization, efficiency, and productivity are calculated and used
• What general ledger transactions are created by manufacturing activities
• How production order close and receipt dates are used
• What production order control information is set up by site
• How master specifications and item specifications are used to manage quality procedures
• How quality orders are created
• What happens when quality order results are entered
• How quality specifications can be used in routings for process inspections

Questions? Visit community.qad.com

 Manufacturing 89

Serialization

QAD Serialization augments other traceability capabilities within QAD Adaptive Applications.
The solution provides a framework for tracking and tracing both lot numbers and serial IDs
independently, but linking them together where both are used. In addition to the item serialization
capabilities, QAD Serialization provides for license plate inventory management capabilities,
letting you uniquely identify packaging units such as cases, boxes, or pallets.
All key inventory transactions are supported, such as:
• Inbound receipts. Staff can receive serialized packaging units from suppliers. Staff can
unload incoming shipments from trucks and reconcile them to the inbound ASN by entering
received serial IDs and matching the IDs to the ASN. Discrepancies can be reviewed and
corrected before receiving the shipment. Inventory is stored in packs until issued or shipped.
When inventory is not received from the supplier in packs, staff can build the packs as part of
the receiving process.
• Production receipts. For production, staff can issue serialized material to the floor and
capture the aggregated serial information during production receipt. For example, you
uniquely identify the units you manufacture with a serial number, then place the units in a
uniquely identified box. You place boxes into a serialized case, and, finally, cases onto
serialized pallets. Staff scan the data, which is then captured and channeled into QAD EE
Serialization during production receipt.
• Inventory movement. Staff can move serialized inventory—whether raw materials or
finished goods—by using only the unique serial number and capturing all inventory specifics
for a case, pallet, or other packaging unit. When moving finished product, staff simply record
or scan the unique pallet identifier, and every other serial number is then moved with it in the
system.
• Shipment. Serialized information for shipments is captured and can be sent to customers in
different formats. Staff can build a shipment by picking inventory by serial ID of a box or item
and optionally build into larger packaging units such as pallets or trailers. Bills of lading
(BOLs) and shipping documents print the number of packs included in the shipment.
You should know and understand the following:
• Basic concepts of Serialization, such as the difference between a serial unit and an item unit
• The concept of serial stages
• The difference between a lot serial and an item serial
• The difference between product structures and packaging structures
• The transaction types that are generated when transactions are performed with serialized items
• The Serialization setup programs
• Setting up serial ID ranges
• Setting up pack codes and packaging structures
• Setting up an item to be lot or serial controlled
• Packaging inventory transactions, such as Pack Create, Pack Build, Pack Commission, and so
on
• Inventory transactions, such as Pack Receipt, Pack Issue, Pack Transfer
• Inbound Receipts (shipping and receiving with serialization)

Comments? Go to goo.gl/MfwKHm
90 QAD Certification Study Guide

• Matching levels
• Partial receipts and the PO Discrepancies Report
• Dual Serial functionality

Item Attributes and Quality Control

Item Attributes and Quality Control (IAQ) provides capabilities to address the following business
use cases:
• Defining and managing item attributes for an item. Item attributes provide the capability to
define and manage item attributes for any number of characteristics that describe an item. You
can maintain item attributes for characteristics that supplement item master fields such as
description, design group, promo group, item type, and group.
• Defining and maintaining lot attributes for an item lot (or lot and sublot). Item attribute
provides the capability to define and maintain lot attributes for characteristics that describe an
item lot (or lot and sublot). You can define lot attributes to provide visibility of attribute values
that can vary from one material lot to another, to qualify materials, and to access more detailed
records for lot transactions.
• Defining and managing test specifications, test records, and quality orders for inventory. Test
specifications are managed very much like attribute profiles, by linking item attributes with
specification data to a test specification document. Quality records for inventory are captured
using quality orders that contain one or more test records for the applicable test specifications.
Quality records for work-in-process (WIP) materials are captured using test records for
production operations.
You should know and understand the following:
• The IAQ setup programs
• How to create an item attribute, attribute category, and an item attribute profile
• The Item Attribute Control, Quality Control, and Certificate of Analysis Control programs
• How to add an attribute to an item attribute profile
• The different types of attributes (character, decimal, logical, and so on)
• The Level field in Maintain Item Profile and what it means if an attribute is item level, lot
level, or sublot level
• Setting the Input Method field in Maintain Item Profile
• Defining attributes specifications in Maintain Item Profile
• The Value Required, Validation, and Edit Specifications options in Maintain Item Profile
• Linking a category to an item attribute profile
• How to verify that an attribute is set up properly
• Item attribute deviations and why they are used, such as setting up a specific item profile for a
specific supplier
• Item Site Profile
• Creating and managing test specifications
• The differences between item attribute profiles and test specifications
• The relationship between the Test ID and Revision for test specifications

Questions? Visit community.qad.com

 Manufacturing 91

• The different test specification statuses

• How to add attributes to a test specification
• How to use the Copy from Item Profile and Copy from Test Specification options
• How to revise a release test specification
• Adding a test sample plan to a test specification
• Linking items to a test specification
• How lot attribute orders and quality orders are created during the receiving process
• Under which circumstances a quality order is created instead of a lot attribute order
• Receiving a purchase order for an item that has an associated test specification
• Receiving a purchase order for an item that does not have an associated test specification
• Entering attributes during the receipt transaction
• Maintain Item Test Link, linking an item to multiple tests
• Maintain Production Order Operation and performing in-process testing

Planning and Scheduling Workbenches

The QAD Planning and Scheduling Workbenches—which include both a Master Scheduling
Workbench (MSW) and a Production Scheduling Workbench (PSW) with integrated component
checking capabilities (CAC)—provide planners and schedulers with unprecedented, simultaneous
visibility to schedules and all supporting data and enable control and collaboration across the
production and materials planning space.
You should know and understand the following:
• Why you need to use MSW/PSW to plan and schedule production
• What you can do in the MSW/PSW
• What the Component Availability Check (CAC) is and what you do with the CAC
• What the Common Workbench Elements are and how to interact with them
• How to operate the workbenches common features like Customizing Views, Filters and
Browses, Quick Find, Drag and Drop, and so on
• Visual status indicators and navigation shortcuts and keys
• How to access the MSW in the .NET UI
• MSW, PSW, and CAC settings in User Preference
• Setup steps you should perform before beginning workbenches scheduling
• Manufacturing resource types and resource group in resource navigator
• How to create, rename, move, remove, and delete resource groups
• How to load, unload, and refresh resource data
• How to calculate component availability
• General procedure to create and process a master schedule and processing results
• Working with Production Orders in MSW/PSW
• Viewing and editing order data in MSW/PSW
• Using CAC to schedule production

Comments? Go to goo.gl/MfwKHm
92 QAD Certification Study Guide

• Using CAC to check component requirements

• Product structure projected on hand features
• How you can view and work with supply/demand data that drives the Product Structure POH
• Use cases for using the data in the Product Structure POH tab, including projected on-hand
changes when you change aspects of production orders in the workbenches
• Workbenches features for scheduling orders for co- and by-products
• Setup steps you should perform before beginning workbenches scheduling of co- and by-
products
• Procedures to work with orders for co- and by-products within the workbenches

Lot Trace Workbench

Lot Trace Workbench is a powerful integrated data analysis browse that allows the user to track
materials by lot, item number, or serial number, backward and forward through the production
process. Included in this tracking functionality is the ability to trace data across multiple levels in
the product structure. Not only can specific data be identified and collected through this
workbench, but it can then be exported to Excel, where it allows the user the flexibility for further
manipulation and custom report formatting.
You should know and understand the following:
• A basic understanding of Lot Trace Workbench
• How to perform a forward and backward trace so that you can answer the following questions:
• Which material has been used in production?
• From which suppliers were the raw materials purchased?
• Which materials are consigned from suppliers?
• What are the current levels of affected inventory?
• Where has this material been used?
• Where have materials been shipped?

Lean Manufacturing

Manufacturers are increasingly using lean thinking to remove waste from value streams, and this is
supported in QAD Adaptive Applications by the Kanban and Flow Scheduling modules.
You should know and understand the following:
• When and why kanbans are used to manage production
• How to define kanban loops using kanban processes and supermarkets
• What statuses are used for kanban cards, and what each status means
• How kanban transactions are used, and the effects of each transaction
• How accumulators are used
• Sizing calculations for kanbans, and how EPEI, average demand, and takt time are used
• What flow schedules are and how they are used
• How schedule periods, flow rates, and takt time are used to schedule production

Questions? Visit community.qad.com

 Manufacturing 93

• The relationship between flow schedules, work orders, and repetitive schedules

Regulatory Attributes

QAD Adaptive Applications’ Regulatory Attributes functionality (previously called

“Compliance”) enables businesses to comply more easily with government regulations and
international agreements. The Regulatory Attributes module consists of site security, batch
control, lot control, work order control, and controlled substance fields. Each feature can be used
in conjunction with or independent of the other features.
You should know and understand the following:
• What is meant by site security and how it is maintained
• How the control program is used and what each control program field does
• How inventory attributes are used and assigned
• How and why batch control is maintained in QAD Adaptive Applications and what the
significance of batch control is
• How and why lot control is used in QAD Adaptive Applications and what the significance of
lot control is
• How automatic lot numbering is maintained
• What is meant by single lot per receipt and how it is enforced
• How supplier lot numbers are used in QAD Adaptive Applications
• How expired inventory transactions are handled
• How component issues can be controlled
• How controlled substances are tracked
• What type of controls can be placed on work orders
• How to activate or deactivate WIP lot/serial tracking for all or specific BOMs, routing codes,
parent items, component items and routing operations
• How to trace WIP lot/serials through subcontract operations
• How to combine and split WIP lots; how WIP lots can be rejected, reworked and returned
• What additional data collection frames are used for WIP lot/serial tracking in inventory
control, purchasing, work orders, shop floor control, repetitive and advanced repetitive
• What information can be reported to track WIP lot/serial usage

Distribution, Manufacturing, and Capacity Planning

This topic covers the modules and activities necessary for manufacturing resource planning (MRP
II). The disciplines involved range from high-level sales and production planning to detailed
material and capacity planning. You should know how each of the planning modules works and
how it is implemented. You should understand MRP II concepts such as time-phased planning,
resource management, and master production scheduling, and how they are supported in QAD
Adaptive Applications. For each of the following sections, you should be thoroughly familiar with
all of the reports and inquiries, be able to look at each of them and determine what action needs to
be taken and why.

Comments? Go to goo.gl/MfwKHm
94 QAD Certification Study Guide

Sales, Production, and Resource Planning

Sales and production planning is the starting point of the planning process; and is supported in
QAD Adaptive Applications by the Forecasting, Enterprise Operations Planning, Product Line
Planning and Resource Planning modules. Forecasting allows projecting future sales based on
historical patterns. Enterprise Operations Planning spreads production requirements across
multiple plants optimizing both total enterprise inventory and capacity. Product Line Planning
states projected monthly sales and production by product group. These modules support the annual
business plan and provide input to the detailed master production schedule. Resource Planning
functions are used to verify the plan against the availability of critical resources.
You should know and understand the following:
• How to set up an operations plan at family and end item levels
• How the source matrix is set up and used
• What methods can be used to establish target inventory levels at family and end item levels
• What operations data can be loaded and what it is used for
• How operations plans are linked to resource planning, production planning and MRP
• How to create and use simulation plans
• What the elements of a product line plan are and how they are used
• How to forecast sales using forecasting simulation
• How product line plans can be used to project inventory levels, inventory turns, and backlog
• What information is used for product line resource planning
• How resources are defined and how changes are recorded
• How resource capacity and load are calculated

Master Production Scheduling and Rough-Cut Capacity Planning

Unlike sales and production planning, this topic deals with demand and supply planned at the item
level. You should understand each of the sources of demand for an item (forecast, sales orders,
spares, and interplant requirements) and how these demands are used to generate a master
production schedule (MPS). Once developed, the plan can be checked against the availability of
critical resources using rough-cut capacity planning.
You should know and understand the following:
• What types of items should be forecast; how forecasts are maintained and how net forecast is
calculated
• What the process of forecast consumption is and how this can compensate for forecast errors
• The primary functions of a master schedule
• What types of items should be master scheduled, and what the difference is between a master
schedule item and an MRP item
• What the advantages and disadvantages of the manual, automatic, and computer-assisted
master scheduling techniques are; how items are set up when using each technique
• What methods can be used for entering and managing master schedule orders, and how
repetitive schedules can be used for this

Questions? Visit community.qad.com

 Manufacturing 95

• When and how multi-level master scheduling is used and how this differs from single-level
master scheduling
• Why multi-level master scheduling is not recommended for more than two levels
• How option and planning bills are identified and used and how they affect MRP
• How production forecast is calculated and how it is handled by MRP
• What information is used by item resource planning

Material Requirements Planning (MRP)

MRP is a technique used to develop time-phased material plans based on the inventory, supply,
demand, and product structures at a site. You should understand how the MRP process works, how
to implement it, how to use it, and how it depends on and relates to activities in other modules.
You should know and understand the following:
• The four basic questions answered by MRP
• The meaning of time-phased MRP
• How independent and dependent demand are defined and how they are different
• The inputs, outputs, and sources of demand and supply for MRP
• What calculation steps MRP uses; what gross requirements are and how MRP calculates them
• How MRP projects inventory balances, reschedules receipts, creates planned orders, and
generates action messages
• What the similarities, differences, and applications are for net change, regenerative, and
selective MRP
• How material plans are processed for inventory, supply, and demand at multiple sites
• The relationships between MRP, DRP, CRP, and MPS
• How MRP uses order policies, order modifiers, and product structures
• How scrap and yield are used by MRP
• How and when time fences are used and how long they should be
• How long the planning horizon should be
• What action messages are generated by MRP and how they are used
• What pegging is and what information is available to support it
• What effect approving a planned order has

Capacity Requirements Planning (CRP)

CRP is a medium-range planning technique that schedules operations for planned orders, work
orders, and repetitive schedules and determines capacity load (planned hours per person or
machine). Load can be compared to available capacity to detect potential problems or delays.
You should know and understand the following:
• How and when Recalculate Capacity Plan is used; what work order status to include
• How operations are scheduled for planned orders, work orders, and repetitive schedules; what
routing is used

Comments? Go to goo.gl/MfwKHm
96 QAD Certification Study Guide

• What the effect of overlap and machines per operation is; how calendars are used
• How capacity and load are calculated and how they can be adjusted
• What cumulative load represents

Distribution Requirements Planning (DRP)

The primary use of DRP is to manage demand, supply, and transportation of materials from one
site to another. Since the calculations and procedures are similar to MRP, you should already be
familiar with them; but you also need to know how they differ. You should understand the
situations in which DRP can be used, and how it can provide solutions to material and distribution
problems.
You should know and understand the following:
• The inputs, outputs, sources of demand, and sources of supply for DRP
• How source networks are defined and used by DRP
• What steps DRP calculations go through, how they are similar to MRP and how they are
different
• What methods can be used for managing intersite demand and supply
• How intersite requests, intersite demands, requisitions, and distribution orders interrelate
• The implementation and operating considerations of using DRP on multiple databases, and the
options available for communicating requests

Link to Certification on QAD Learning Center

• Go to: Manufacturing 2019 EE

Questions? Visit community.qad.com

 Chapter 15

Customer Management
98 QAD Certification Study Guide

Introduction
The Customer Management exam covers sales quotes, sales order management and all other
aspects for customer management.
The objective of this test is to ensure that you have a broad understanding of QAD Adaptive
Applications customer management functions and how they should be implemented and used.

Exam Format
The Customer Management exam is delivered in two parts and requires hands-on interaction with
QAD Adaptive Applications. Part 1 incorporates hands-on exercises, and Part 2 is multiple choice
questions only. Both parts are delivered in a single 4-hour testing session. You must pass both parts
in a single testing session to achieve certification.

Estimated Preparation Time Required

• 20 days (including training, documentation review and practice)

Recommended Training Courses

• Customer Management (5 days covering Sales Orders, Allocations and Shipping, Best Pricing,
Customer Consignment Inventory, and Customer Schedules)

Recommended User Guides

• Sales
• Scheduled Order Management
• Master Data

Sample Questions
What types of price lists are available?
• List Price, Discount Percent, Mark-Up, Freight Class
• List Price, Discount Percent, Net Price, Freight Terms
• List Price, Discount Percent, Freight Class, Net Price List Price, Discount Percent, Mark-Up,
Freight Zone
Which of the following consume forecasts?
• Sales Order Shipments
• Customer Schedules
• Inventory Transfers
• Work Order Receipt

At what point in the sales cycle, is a General Ledger Transaction created that posts a debit amount
to the appropriate Cost of Goods Sold account?
• Sales Order Confirmation

Questions? Visit community.qad.com

 Customer Management 99

• Detail Allocation of sales order inventory

• Sales Order Shipment
• Invoice Post

Product Modules Covered

This test includes all of the core Customer Management modules except Configured Products.
You should study the following:
• Sales Quotations
• Sales Orders
• Sales Analysis
• Pricing
• Scheduled Orders
• Container and Line Charges
• Customer Consignment Inventory
• Shipment Performance

The customer management modules have been subdivided into major topics for you to study. The
sections that follow list what you should know and understand for each major topics area.

Addresses
• What business relations are and how to set them up
• The various types of addresses and how they are set up and used
• The alternative address coding schemes
• How address codes and sort names are used for both searching and reporting
• How company addresses are used
• How customer information is maintained (understand each field and how it is used)
• How customer credit information is maintained and used on sales orders
• Email notification when a customer created in the Enterprise Financials
• How multiple ship-to addresses can be set up for one customer and what information can be
maintained for each ship-to address
• How salesperson commissions are entered and what the reporting options are
• How trailer codes are set up and used
• How freight rates can be set up and how they are used and updated on quotes and orders
• Blocking customer transactions

Products and Pricing

• Why product lines are defined and how they are used for planning and reporting
• How items are set up; what information can and cannot be set up by site
• How to define conversion factors between different units of measure

Comments? Go to goo.gl/MfwKHm
100 QAD Certification Study Guide

• What item status codes are and how they are used
• How prices and costs are maintained for items
• How analysis codes are used and maintained
• What options are available for setting up price lists; the differences between price tables and
discount tables and how each is used; each field and how it is used
• How price lists are accessed by quotes and discrete sales orders, and how they affect default
prices, discounts, and net prices
• What is meant by the term “Best Pricing” and how it is determined
• What price break categories are and how they are used
• What volume discount capabilities exist and the limitations of each
• How to set up a cross-reference for customer item numbers or catalog numbers
• How prices can be updated on orders and quotes; how prices can be fixed so no update can
occur
• What memo items are and how they are set up
• The effect of memo items on sales-related functions
• What is a replacement, up-sell and cross-sell item and their effect on sales-related functions
• How replacement, up-sell, and cross-sell items are set up

Inventory Control
• How each sales-related inventory transaction works and when it is used
• What inventory movement codes are and what they can be used for
• How inventory details (lot/serial, reference and expire date) are maintained and used
• What general and detail allocations are, how they are related, and how they are different
• How inventory allocations are controlled and monitored for sales orders
• How inventory control file setting affect detail allocations and the picking sequence
• How inventory transaction history is maintained and used
• What general ledger transactions are created by sales related inventory activities and when
they are created
• How reserved locations are defined and used

Sales Quotations
• What procedures are followed for managing sales quotes
• How sales quotes relate to sales orders, how they are similar, and how they are different
• In general, what types of data are accessed from the customer sold-to, bill-to, and ship-to
addresses
• When and how recurring quotes are used; how they differ from non-recurring quotes
• What you must do in order to create a sales order from a quote; what value each of the sales
order fields will be set to (in particular, order quantity, due date, confirmed flag, and action
status)
• How expired quotes are handled

Questions? Visit community.qad.com

 Customer Management 101

• How the control program is used and what each control program field does

Sales Orders and Customer Schedules

• The steps in the sales order life cycle, how and when each is used, and which are optional
• What types of data are accessed from the customer sold-to, bill-to, and ship-to addresses
• How sales orders are maintained for inventory and non-inventory items; how prices, discounts,
costs, margins, and taxes are determined on each
• How Pricing What-if Inquiry works
• How sales orders handle customer items and alternate units of measure
• What options there are for multi-site sales order processing
• The operating differences between single and multiple line entry
• What customer credit information is maintained; which customer's credit is checked—the
sold-to, bill-to, or ship-to—and when
• In what ways credit status affects sales order processing
• How the sales order and scheduled order control programs are used and what each control
program field does
• How sales orders and customer schedules differ
• The philosophy and application of customer schedules
• How customer schedules are managed, and what the net, discrete, and cumulative quantities
represent
• How shipping schedules, planning schedules, and required ship schedules relate to each other
and to MRP
• The steps in the scheduled order process flow
• How confirmed and unconfirmed sales orders affect MRP and forecasting
• How forecast consumption works and why it is important
• How control file settings affect sales order processing and forecast consumption

Correction Invoices
• How to enable and set up correction invoice functionality
• When to use correction invoices and the types of corrections that are supported
• The steps in the correction invoice process flow
• How to create correction sales orders
• How to ship, invoice, report and archive correction orders
• The limitations of correction invoices

Allocations, Shipping and Invoicing

• What the recommended procedural controls are for allocations, shipping, and invoicing
• How general and detail allocations apply to sales order activities
• What methods and controls are available for allocating inventory to sales orders

Comments? Go to goo.gl/MfwKHm
102 QAD Certification Study Guide

• How on-hand inventory and available inventory differ

• How packing slips are used; why the Print Only Lines To Pick option can be used to control
the shipping process
• How shipments, returns, credits, and corrections are processed; how this is different for
customer schedules
• How pre-shippers, shippers, and shipping groups are created and used
• What is meant by the term “global shipping”
• How partial shipments and drop shipments are processed
• How containers are used for shipping
• How Bills of Lading and Master Bills of Lading are produced and used
• At what point general ledger transactions are created for cost of goods sold
• How information flows from sales order to pending invoice, from pending invoice to invoice,
and from invoice to invoice history
• How and when Pending Invoice Maintenance is used
• How the fields Ready to Invoice and Invoiced are used to control the printing and posting of
invoices
• What general ledger transactions result from shipping and invoicing activities, and how they
differ across multiple sites, entities and domains
• What sales backlog is and how it is managed
• What procedures should be followed at period-end and what effective dates should be used

Sales Analysis and Commissions

• At what point in the sales order life cycle sales information is available for reporting
• The date it is based on (the shipment, invoice, or invoice post date)
• The options and constraints for summarizing sales information
• What salesperson performance reports are available
• How commissions are calculated, recognized, and reported; how commission splits are
processed
• How Historical Sales Analysis data can be used with Forecast Simulation and the effect of
using the delete/archive functionality

Legal Documents (sales side only)

• How to define implementation settings in Legal Document Control
• How to set up sequence IDs for generating legal document numbers and associate the
sequence IDs with ship-from address codes
• How to associate a legal document form code with document formats
• The transactions that generate and print legal documents

Available-to-Promise (ATP) Enforcement

• What is ATP

Questions? Visit community.qad.com

 Customer Management 103

• How to enable ATP enforcement

• The functions that check ATP
• How available-to-promise quantities are calculated
• How available-to-promise can be taken from the Master Schedule Summary and used for order
promising and determining due dates
• Delivery transit time
• How the promise date is calculated

Container and Line Charges

• What are container and line charges
• How to activate and set up container and line charges
• How the control program is used and what each control program field does
• How to enter container and line charges
• How to ship and invoice container and line charges

Customer Consignment Inventory

• What is customer consigned inventory
• Activating and setting up customer consigned inventory
• How the control program is used and what each control program field does
• Ordering and shipping customer consigned inventory
• Consuming and managing customer consigned inventory
• Invoicing customer consigned inventory

Shipment Performance
• How to activate and set up shipment performance
• How the control program is used and what each control program field does
• Creating and modifying shipment performance transaction records
• Reporting shipment performance data

Link to Certification on QAD Learning Center

• Go to: Customer Management Sales 2019 EE

Comments? Go to goo.gl/MfwKHm
104 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 16

Supply Chain
106 QAD Certification Study Guide

Introduction
The Supply Chain exam covers all supply chain functionality. Since all companies purchase
materials and sell products, most of these functions are as applicable for manufacturing companies
as they are for distributors.
The objective of this test is to ensure that you have a broad understanding of QAD Adaptive
Applications supply chain functions and how they should be implemented and used.

Exam Format
The Supply Chain exam is delivered in two parts and requires hands-on interaction with QAD
Adaptive Applications. Part 1 incorporates hands-on exercises, and Part 2 is multiple choice
questions only. Both parts are delivered in a single 4-hour testing session. You must pass both parts
in a single testing session to achieve certification.

Estimated Preparation Time Required

• 15 days (including training, documentation review and practice)

Recommended Reading
• Supplier Schedules Training Guide
• Customer Schedules Training Guide
• Customer Sequence Schedules Training Guide

Recommended User Guides

• Supply Chain Management
• Purchasing
• Scheduled Order Management

Sample Questions
One of the following best describes the process of customer consigned inventory. Please select the
correct answer:
• Reservation of dedicated inventory locations for a specific customer or customers.
• Supplier placing goods at customer location without receiving payment until goods are used or
sold.
• Automatic generation of purchase orders from sales orders.
• Customer receiving goods without making payment until goods are used or sold.

A Trading Partner relationship must be established in the EDI eCommerce module. Which
function is used to establish this relationship:
• Trading Partner Control File Maintenance
• Customer Relationship Maintenance
• Supplier Relationship Maintenance

Questions? Visit community.qad.com

 Supply Chain 107

• Trading Partner Maintenance

In order to allow EDI eCommerce Document Import (35.1) to import ASNs and update kanban
transactions to “shipped”, and to allow the PO Shipper Receipt to process inventory receipts and
update kanban transactions to “full”, which one of the following fields must be set:
• Kanban Supplier = Yes in Supplier Maintenance (2.3.1) for the loop’s supplier.
• Update Dispatched Cards = Yes in Kanban Dispatch List Processing (17.22.18.1).
• E-mail Dispatch List = Yes in Kanban Master Maintenance.
• Release Blanket POs = Yes in Kanban Dispatch List Processing (17.22.18.1).

Product Modules Covered

This test includes all of the Supply Chain modules.
You should study the following:
• Purchasing
• Supplier Performance
• Release Management
• Consignment Inventory
• Supply Visualization
• Supply Chain Planning
• Data Synchronization Interface

Modules have been subdivided into four major topics for you to study:
• Planning
• Sourcing
• Delivering
• Communicating

The sections that follow present each of these topic areas in detail.

Planning

Distribution Requirements Planning

• Concept and application of Distribution Requirements Planning (DRP)
• How MRP and DRP are similar and different
• When to choose DRP versus Purchase/Sales Orders

Sourcing

Inventory Control
• How control files affect inventory operations

Comments? Go to goo.gl/MfwKHm
108 QAD Certification Study Guide

• How each inventory transaction works and when it is used

• How inventory details (lot/serial, reference, grade, assay %, and expire date) are maintained
and used
• Why cycle counting is used and the advantages and disadvantages relative to a physical
inventory
• The steps involved in performing a cycle count or physical inventory; how errors are handled
and how inventory tolerances are used
• What inventory movement codes are and what they can be used for
• The best way to initialize inventory balances
• What general and detail allocations are, how they are related, and how they are different
• How inventory allocations are controlled and monitored for both manufacturing orders and
sales orders
• How inventory transaction history is maintained and used
• What general ledger transactions are created by inventory activities and when they are created
• How inter-site and intra-site transactions are created and their impact on the general ledger
• When and why WIP Lot Trace would be used
• Impact of Regulatory Attributes on Inventory Control
• The concept and application of Obsolete Inventory Analysis

Purchasing/Requisitioning/Receiving
• How supplier information is used on purchase orders; what the default PO cost is
• How supplier items are used on purchase orders. How to set up a cross-reference for supplier
item numbers; how they affect default costs on purchase orders
• In what situations blanket orders, purchase orders, or supplier schedules should be used
• The operating differences between single and multiple line entry
• How receipts, returns, and corrections are processed
• How receivers are created and for what purpose
• What general ledger transactions result from purchasing activities, and how they differ across
multiple sites, entities and domains
• How PO Container and PO Shipper Maintenance are used in relation to purchase orders and
the advantages and disadvantages of using them instead of PO Receipts
• How QAD Adaptive Applications supports PO Fiscal Receipts; how and when they should be
used
• How costs and taxes are calculated
• How subcontract, non-inventory purchases, and drop shipments are processed
• The options for multi-site purchasing; how centralized and decentralized purchasing is
implemented; how multi-site purchase orders are printed by ship-to site
• How control program settings affect purchasing operations
• How current and average costs are updated by purchasing
• What options are available for purchase approvals and how they are implemented

Questions? Visit community.qad.com

 Supply Chain 109

• In what situations purchase requisitions or global requisitions should be used

• How to set up different approval types when using global requisitions
• Roles in requisition flow (requestor, approver, buyer) and their activities

Supplier Performance (Quality)

• How to define categories and events and which purpose they have to collect supplier
performance data
• How supplier performance data is collected
• Different performance calculation and rating methods

Consignment (Supplier)
• The concept and application of supplier consignment. What is consignment inventory and
what does it mean for inbound receipt goods.
• How to set-up Consignment Purchase Orders
• Review of consignment transactions and inventory in consignment
• Multiple points of usage, multiple tax points and the aging capabilities. How it works
• Different options to set-up GL Accounts for inventory in consignment

Release Management (Supplier Schedules)

• The concept and application of supplier schedules
• How purchase orders and supplier schedules differ
• How supplier schedules are managed and what the net, discrete, and cumulative quantity
represents
• How required receipt schedules, shipping schedules, and planning schedules relate to each
other and to MRP

Distribution Orders (Receiving)

• The concept and application of Inter-Site Requests and receiving of goods from Inter-Site
Distribution Orders
• Follow-up of requests and inventory in transit up to reception of goods. Impact in inventory
and transaction history
• When to use Purchase Orders instead of Distribution Orders to fulfill Inter-Site Requests
• What general ledger transactions are created when receiving goods from distribution orders at
demand-site

Kanban Loops (Supplier)

• Creating a supplier loop with appropriate data
• Sizing a supplier loop to generate Kanban cards, supermarket limits
• Different types of information included in Kanban Workbench
• Groups of data in the workbench

Comments? Go to goo.gl/MfwKHm
110 QAD Certification Study Guide

• Basic data required versus optional for kanban loop

• Different types of accumulators for triggering replenishment
• Relationship of "schedule" accumulator and fixed interval used for sizing
• Relationship of time oriented accumulators to fixed order quantities
• How to run the accumulator
• Relationship between kanban replenishment and EDI Ecommerce
• Dealing with multiple sources - use of the demand percent
• Dealing with multiple sources - using steps or supermarkets to distinguish supply loops
• Relationship between kanban fill transaction and inventory updating
• Inventorying alternatives for kanban items - INV or WIP
• How and where purchase order specific data is used
• How to control inventory updating
• Use of PO Data Receipt prompt
• Various kanban transaction statuses and their use
• Use of inventory system to drive kanban status changes

Delivering

Consignment (Customer)
• Customer consignment concept and application
• Setup and processing of consigned sales order
• Consumption/Usage of customer consigned inventory
• Customer consignment aging

Release Management (Customer Schedules)

• Customer schedule concept and application
• How sales orders and customer schedules differ
• How customer schedules are managed and what the different netting logic options represent
• How sequence, planning and shipping schedules relate to each other and to MRP
• Shipper Validation

Distribution Orders (Shipping)

• Intersite Demand confirmation process and different ways to generate Distribution Orders
• Picking and shipping process of Distribution Orders
• How DO Container and DO Shipper Maintenance are used in relation to distribution orders
and the advantages and disadvantages of using them instead of normal DO
• When to use Sales Orders instead of Distribution Orders to fulfill Inter-Site Demand
• What general ledger transactions are created when shipping goods using distribution orders at
supply site

Questions? Visit community.qad.com

 Supply Chain 111

Communicating
• QAD Supplier Portal
• Electronic Data Interchange (EDI)

Link to Certification on QAD Learning Center

• Go to: Supply Chain 2019 EE

Comments? Go to goo.gl/MfwKHm
112 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 17

Service and Support Management

(SSM)
114 QAD Certification Study Guide

Introduction
This section of the study guide is designed to assist you in preparing for the QAD Certification
Exam on Service and Support Management. The objective of this test is to ensure that you have a
broad understanding of QAD Service and Support Management functions, and how they should be
implemented and used.

Exam Format
The SSM exam is delivered in two parts and requires hands-on interaction with QAD Adaptive
Applications. Part 1 incorporates hands-on exercises, and Part 2 is multiple choice questions only.
Both parts are delivered in a single 4-hour testing session. You must pass both parts in a single
testing session to achieve certification.

Estimated Preparation Time Required

• 15 days (including training, documentation review and practice)

Recommended Training Courses

• Service and Support Management – Enterprise Edition (5 days)

Recommended User Guides

• Service/Support Management

Sample Questions
What 2 fields did you have to set in order to create a call with 2 lines and with a unique fault code
on each line?
• Multiple Skills and Fault Codes in Call Maintenance
• Multi Items and Multiple Skills in Call Management Control
• Multi Items and Fault Codes in Call Maintenance
• Fault Codes and Multi Lines in Call Management Control

The purpose of simulation on the FSS Gantt Chart Scheduling tab is to see which of the following?
• The engineers that can respond to the selected call in an appropriate amount of time
• All visits for a call
• All visits for an
• engineer
• Overlapping visits

A service engineer has recommended that a particular item has its preventive maintenance
schedule modified so that scheduled maintenance is performed once every six months, rather than
once a year. In what function would this change be performed in?
• Installed Base Item Maintenance
• Service Call Item Maintenance

Questions? Visit community.qad.com

 Service and Support Management (SSM) 115

• Item Master Maintenance

• None of the above

Product Modules/Functional Areas Covered

This test includes all of the Service & Support product suite modules, functions, and activities that
pertain to managing service operations.
You should understand the following modules/areas:
• QAD Service and Support Management (SSM)
• QAD Field Service Scheduler (FSS)

Detailed topics for each product module are listed in the sections that follow.

QAD Service and Support Management (SSM)

This topic covers set up and implementation of QAD Service and Support Management (SSM)
functionality as part of QAD Adaptive Applications Enterprise Edition.

Call/Repair Service Order Management

This area covers knowledge of the core maintenance programs used in SSM—when they are used,
how they are used.
You should know and understand the following:
• Call Quotes - How to use call quotes functionality, expiration dates, pricing, and how does it
translate into calls and call activity.
• Call Maintenance - How does the SSM setup impact call maintenance; interaction of calls with
ISB.
• Call Generator - Types of Calls, situations, sources of Calls.
• Call Scheduling - How to schedule calls within SSM without using Field Service
• Scheduler (FSS), scheduling methods, weighted algorithm.
• RMA Maintenance - How to use RMAs, accounting and default Location settings.
• RTS Maintenance - How to use RTS functionality, similarities and differences between PO
Return and RTS, inventory issue vs. transfer.
• Depot Order Maintenance - High-level understanding of Depot Repair business process, how
to manage depot orders, including creation, receiving/replacement of items to be repaired.

Service/Repair Activity

This area covers knowledge of how the actual service-related activity is reported and tracked.
You should know and understand the following:
• Call Activity Recording - How to record activity related with a call.
• Call Invoice Recording - How to create and invoice for a call, understand the set up related
with data used for invoicing

Comments? Go to goo.gl/MfwKHm
116 QAD Certification Study Guide

• Call Parts Recording - Understanding the process related with parts used for a call and how to
record parts.
• Call Labor Recording - Understanding the process related with repair labor activity for a call
and how to record labor.
• Parts List - Understanding the process related with creating/modifying parts list for a call.
• Material Orders - Understanding the process related with material requests and transfers as
part of service operations.
• RMA Returns - How to process returns related with RMAs and its impact within the system.
• Installed Base - Understanding of Installed Base data and its impact within the system in
addition to being able to understand/perform following service activities:
• Installed Base Item Move
• Installed Item Maintenance
• Tracking ISB
• Preventative Maintenance

Warranties/Contracts

This area covers knowledge of the impact of warranties and contracts throughout the service
operations.
You should know and understand the following:
• How to set up and update warranties, understand the impact of different Warranty Types
• Contracts: How to set up and update contracts; understand the impact and usage of Contract
Types, Contract Quotes, Contract Maintenance, Contract Renewal, Contract Billing,
Familiarity with contract invoicing.

Setup

This area covers knowledge of the setup elements required for SSM to run effectively.
You should know and understand how to set up the following, as well as their impact on SSM
Activity:
• Service Items
• Service Structures (Repair BOMs, and so on)
• Service Routings
• Service Accounts
• Service Pricing
• Work Codes
• End Users
• Engineers
• Engineer Schedules
• Areas
• Call Status

Questions? Visit community.qad.com

 Service and Support Management (SSM) 117

• Call Queues
• Contract Types
• Warranty Types
• Control Files (Including Call Management, End User Control, Service Management Control)

QAD Field Service Scheduler (FSS)

This topic covers knowledge related with the high level setup of QAD Field Service Scheduler
(FSS) as well as the functions it performs and its interaction with rest of the Service & Support
product suite.
You should know and understand the following:
• Impact of user preferences and high level configurability related to FSS functionality.
• How the simulation functionality works within FSS and how it is used.
• How to schedule calls using FSS.
• How to create/maintain visits using FSS.

Link to Certification on QAD Learning Center

Go to: Service & Support Management 2019 EE

Comments? Go to goo.gl/MfwKHm
118 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 18

Enterprise Asset Management

EAM v12, 2017 EE
120 QAD Product Certification Study Guide

Introduction
This section of the study guide is designed to assist you in preparing for the QAD Product
Knowledge Specialization exam on Enterprise Asset Management (EAM). It aims to provide an
outline of test topics for EAM including high level general knowledge and detailed knowledge of
Maintenance, Inventory, Purchasing, and Project Accounting.

Exam Format
The EAM exam is delivered in one three-hour session. The exam does not currently require hands-
on interaction with QAD Enterprise Applications, but the next version of the exam will include
that requirement.

Estimated Preparation Time Required

• 15 days (including training, documentation review and practice)

Recommended Training Courses

• Enterprise Asset Management (5 days)
Available on QAD Learning Center (learning.qad.com)
• 1-1 Introduction to EAM Training Approach
• 1-2 EAM Overview
• 1-3 Introduction to EAM UI
• 1-4 Introduction to EAM Configuration
• 1-5 Introduction to EAM Maintenance
• 1-6 Introduction to EAM Inventory
• 1-7 Introduction to EAM Purchasing
• 1-8 Introduction to Project Controls Part 1
• 1-9 Introduction to Project Controls part 2

Recommended User Guides

• Enterprise Asset Management User Guide
• online help

Recommended Reading
• Maintenance and Reliability Best Practices

Sample Questions
Which best describes Plant Operations highest responsibility?
• Is to ensure all MRO inventory is readily available to ensure maintenance can be performed on
equipment.
• Is responsible for all maintenance related activities such as routine maintenance

Questions? Visit community.qad.com

 Enterprise Asset Management EAM v12, 2017 EE 121

• Is responsible for a manufacturers most critical assets, its production equipment

• Is responsible for a manufacturer’s most critical asset, its highest volume producing
equipment.
Which work orders can have status Planned set as active?
• PM Type work orders
• CM Type work orders
• CM and PM Type Work orders
• PM and SR Type work orders

When creating a requisition, if you select an Equipment Number, WO Number, or Project Number,
what happens?
• EAM activates Auto-Issue, and EAM fills in the accounting associated to the record.
• Nothing
• EAM selects Auto-Issue and requires the user to enter the accounting information
• EAM navigates to the maintenance screen for the associated areas and puts the system in
modify mode

Product Modules Covered

This test includes all of the Supply Chain modules.
You should study the following:
• Purchasing
• Supplier Performance
• Warehousing
• Release Management
• Consignment Inventory
• Supply Visualization
• Supply Chain Planning
• Transportation Management (TMS)
• Data Synchronization Interface
• Demand Management
• Transportation Management

Modules have been subdivided into five major topics for you to study:
• General
• Maintenance
• Inventory
• Purchasing
• Project Accounting (formerly Project Controls)

The sections that follow present each of these topic areas in detail.

Comments? Go to goo.gl/MfwKHm
122 QAD Product Certification Study Guide

General
This section concentrates on the general knowledge you need to understand the EAM interface and
business purpose.
You should know and understand the following:
• Navigation:
• Menus
• Browses
• Check boxes (v12) and switches (v11x)
• User assistance options
• Security:
• Levels
• Groups
• Where to set
• Implementation:
• Environments (Windows, UNIX, etc)
• Data loads
• Sequencing
• Mail setup
• Accounting structures
• Batch Job Scheduler

Maintenance
This section concentrates on the knowledge you need to understand the EAM Maintenance
module.
You should know and understand the following modules:
• Equipment
• PM
• Templates
• Work Orders
• Service Requests
• Labor History
• Codes

Inventory
This section concentrates on the knowledge you need to understand the EAM Inventory module.
You should know and understand the following modules:
• Inventory

Questions? Visit community.qad.com

 Enterprise Asset Management EAM v12, 2017 EE 123

• Physical inventory
• Stock replenishment
• Stores requisition lists
• Rebuild locations
• UOM conversion
• Codes

Purchasing
This section concentrates on the knowledge you need to understand the EAM Purchasing module.
You should know and understand the following modules:
• Purchase orders
• Requisitions
• Routing substitutions
• Vendor
• Standard clauses
• Currency
• Approval groups
• Codes

Project Accounting
This section concentrates on the knowledge you need to understand the Project Accounting
module.
You should know and understand the following:
• Projects
• Jobs

Link to Certification on QAD Learning Center

Go to: Enterprise Asset Management v12, 2017 EE

Comments? Go to goo.gl/MfwKHm
124 QAD Product Certification Study Guide

Questions? Visit community.qad.com

 Chapter 19

Configured Products
126 QAD Certification Study Guide

Introduction
The Configured Products exam covers QAD Adaptive Applications Configured Products as well
as the QAD Configurator module.
The objective of this test is to ensure that you have a broad understanding of both modules’
functions and how they should be implemented and used.

Exam Format
The Configured Products exam is delivered in two parts and requires hands-on interaction with
QAD Adaptive Applications, including QAD Configurator. Part 1 incorporates hands-on
exercises, and Part 2 is multiple-choice questions only. Both parts are delivered in a single 2-hour
testing session. You must pass both parts in a single testing session to achieve certification.

Estimated Preparation Time Required

• 7 days (including training, documentation review and practice)

Recommended Training Courses

• Configurator Functional Training (4-day course)

Recommended User Guides

• Sales
• QAD Configurator

Product Modules Covered

This test covers QAD Adaptive Applications Configured Products as well as the QAD
Configurator module.
You should study the following:
• Configured Products
• QAD Configurator

The sections that follow list what you should know and understand for each major topic area.

Configured Products Concepts and Setup

• What products are best suited for configured product functions
• How configured products are defined (understand each field and how it is used)
• How feature groups can be defined and prompted for during order entry
• How mandatory and default options are defined; what the standard bill consists of
• How components with structure code <blank> are handled in a configuration and what
configured items cost

Questions? Visit community.qad.com

 Configured Products 127

Ordering Configured Products

• Ordering configured products

Manufacturing and Shipping Configured Products

• What options are available for manufacturing and shipping configured products (understand
the options in Configured Products Control and how they interrelate)
• The relationship between routings and configured products
• The inventory transactions associated with shipping and manufacturing configured products

Forecasting Configured Items

• What family items are and how they are useful with configuration structures
• How configured products may be planned using multilevel master scheduling
• What options are available for planning and forecasting configured items and the limitations

Configurator Concepts and Setup

• The business considerations, key features and benefits
• The manufacturing strategies supported by QAD Configurator
• What products are best suited for QAD Configurator
• The generic product structure and generic routing
• The steps in the Configurator process flows and integration with QAD ERP
• How to perform system setup including setting up data in QAD ERP

Sales Configuration
• What is a configurable item and how configurable items are defined (understand each field
and how it is used)
• The variables and features that define configurable product characteristics
• How to group and specify the sequence of questions in the Questionnaire
• How to define sales configuration rules to ensure data collected from the questionnaire is valid
• The configuration key
• The Configurator costing and pricing functionality

Product Configuration
• How to define rules to assign item numbers to variant items
• How to define rules to assign values to fields in variant items
• How to define rules that translate feature data collected from the Questionnaire into product
structures and routings of configured products

Configurator Questionnaire
• How to display questions in the questionnaire in a specific sequence

Comments? Go to goo.gl/MfwKHm
128 QAD Certification Study Guide

• How to analyze the model to ensure there are no inconsistencies in the rules entered
• How to run the Questionnaire stand-alone and during order or quotation entry to configure
products and the differences between each mode
• The different options for displaying existing configurations in the Questionnaire
• How to customize the Questionnaire
• The variant items, product structures and routings generated by the Questionnaire

Administration

The administrative functions including importing/exporting models and deleting/archiving

configurations.

Questions? Visit community.qad.com

 Chapter 20

Customer Self Service

130 QAD Certification Study Guide

Introduction
This exam covers the QAD Customer Self Service(CSS) module.
The objective of this test is to ensure that you have a broad understanding of the module functions
and how they should be implemented, administrated and used.

Exam Format
The Customer Self Service exam is delivered in two parts and requires hands-on interaction with
QAD Customer Self Service. Part 1 incorporates hands-on exercises, and Part 2 is multiple-choice
questions only. Both parts are delivered in a single 90 minutes testing session. You must pass both
parts in a single testing session to achieve certification.

Estimated Preparation Time Required

• 3 days (including training, documentation review and practice)

Recommended Preparation
• QAD Adaptive Applications – Sales / Sales Orders/Configured Products
• QAD Configurator Introduction
• QAD Customer Self Service
• Implementation Guide
• Administration Guide

Product Modules Covered

This test covers QAD Customer Self Service. You should study the following:

CSS Concepts
• The business considerations, key features and benefits
• The business processes supported by CSS
• The item types supported by CSS

How to Set Up CSS

• How users and security is handled
• How items and product catalog relate to each other
• The steps to populate a CSS database
• How to perform system setup
• How to personalize and customize the Web Site appearance
• System Control and System Registry

Questions? Visit community.qad.com

 Customer Self Service 131

Business-to-Business (B2B) processing

• Using CSS
• Browsing the catalog
• Managing order entry and submittal
• Account reports
• Contacts and Messages

Credit Card Processing

• How the credit card process is supported

Business-to-Consumer (B2C) processing

• Differences in the B2C model

Administrative Tasks
• Tasks that have to be performed by an administrative user
• Administration Reports

Comments? Go to goo.gl/MfwKHm
132 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 21

Customer Relationship
Management
134 QAD Certification Study Guide

Introduction
This exam covers the QAD Customer Relationship Management (CRM) module.
The objective of this test is to ensure that you have a broad understanding of key module functions.

Exam Format
The Customer Relationship Management exam is delivered in two parts and requires hands-on
interaction with QAD Customer Relationship Management. Part 1 incorporates hands-on
exercises, and Part 2 is multiple-choice questions only. Both parts are delivered in a single 2-hour
testing session. You must pass both parts in a single testing session to achieve certification.

Estimated Preparation Time Required

• 10 days (including training, documentation review and practice)

Recommended Preparation
• Customer Relationship Management Training Guide
• Customer Relationship Management Installation Guide
• Customer Relationship Management Administration Guide
• Customer Relationship Management User Guide

Product Modules Covered

This test covers QAD Customer Relationship Management.

Recommended Areas of Study

You should study the following topic areas:
• Campaign Management
• Opportunity Management
• Activity Management
• Customer Relationship Management
• Customer Service
• Marketing Management
• Profile Management
• Reporting
• Setup and Concepts
• Territory Management

Questions? Visit community.qad.com

 Chapter 22

Transportation Management
136 QAD Certification Study Guide

Introduction
The QAD Transportation Management (TMS) exam predominantly covers Base, Freight
Management (including Desktop Shipping), Package Exception Management and limited Trade
Compliance.
The objective of the Certification is to ensure that you have a broad understanding of QAD
Transportation Management (TMS) functions and how they should be implemented and used. The
Certification is open to Technical and Application Consultants.
There are documents and presentations referenced below that should be reviewed prior to
attempting Certification. In addition it is expected that you have had prior experience of
implementing, supporting or using the product.

Exam Format
The Transportation Management exam currently consists of multiple-choice questions only. The
exam is delivered in one 2-hour session and does not require hands-on interaction with QAD
Adaptive Applications. However, we will be introducing a practical hands-on exam in the future
and you will need to pass this to remain TMS Certified.

Estimated Preparation Time Required

• 5 days (including training, documentation review and practice)

Recommended Training Courses

Available on QAD Learning Center (learning.qad.com)
• Value Chain: Transportation Management 101
• Transportation Management System (TMS) v9 R1 - 2011.1 Overview

Available on QAD Share @ https://share.qad.com/gm/folder-1.11.188138

• WEB001 - Web UI 4.x Overview - Part 1 & Part 2
• PEM001- PEM Overview - Part 1 & 2
• PEM002 - PEM Application Configuration - Part 1 & 2
• TMS002- TMS Routing Guide Configuration and Usage - Basic
• SOA002 - PRECISION TMS SOA Best Practice - Business - Part 1 & 2

Recommended Webinars
Available from www.qad.com/webinars
• Desktop Shipping: Simplifying your Non-Production Shipping Process

Recommended Reference Guides

The current versions of these documents can be found in the Document Library at
documentlibrary.qad.com. If a document is not available on the Document Library please locate
on the QAD Share at https://share.qad.com/gm/folder- 1.11.107305.

Questions? Visit community.qad.com

 Transportation Management 137

• Topic001 - Menu Navigation and Screen Interpretation

• Topic002 - Terms, Areas, Customs and Duty Master Files
• Topic004 - Products
• Topic005 - Partners
• Topic006 - Rules and Rule Books
• Topic010 - Manual Shipments
• Topic012 - Shipment Packing
• Topic014 – Load Building
• Topic016 - Workflow
• Topic018 - General Reports
• Topic022 - Security and Menu System
• Topic025 - Documents in PRECISION
• Topic067 - Highway Overview
• Topic201 - Interface to PRECISION using XML or CSV
• Topic041 - Compliance Checking
• Topic 202 – Black Box Compliance
• Topic029 - Small Package System
• Topic039 - Standard Rates upload procedure
• Topic040 - Routing Guide and Rate Shopping
• Topic045 - Non-SPS Service Configuration
• Topic046 - LTL-TL Rates Upload Procedure
• Topic055 - LTL and TL Rating Engine
• Topic061 - XML SPS Message interface
• Package Exception Management User Guide
• Package Exception Management Admin Guide

Other Documentation
• Carrier Availability (https://share.qad.com/gm/folder-1.11.107305)
• PRECISION Product Cross Reference presentation (https://share.qad.com/gm/folder-
1.11.88830)
• Web UI User Guide (https://share.qad.com/gm/folder-1.11.107305)

Recommended Areas of Study

• Transportation Management Concepts
• Navigation & Security - Windows UI & Web UI
• Rules & Workflow Setup
• Routing Guide Setup
• Carrier Setup - Integrated & Non Integrated

Comments? Go to goo.gl/MfwKHm
138 QAD Certification Study Guide

• Rate Table Setup

• Package Exception Management Configuratin & Usage
• Desktop Shipping Wizards Configuration
• Shipping SOA / BlackBox
• Compliance SOA / BlackBox

Questions? Visit community.qad.com

 Chapter 23

Warehousing
140 QAD Certification Study Guide

Introduction
This section of the study guide is designed to assist you in preparing for the QAD Warehousing
certification exam, an exam intended for individuals who plan to work on QAD Warehousing
implementation teams or support projects post implementation.

Exam Format
The QAD Warehousing certification exam is delivered in a single 2-hour session and does not
require hands-on interaction with QAD Adaptive Applications.

Estimated Preparation Time Required

• 10-15days (including training, documentation review and practice)

Online Training Courses

• Warehousing Concepts (40 minutes)
• Introduction to Warehouse Management Systems (WMS) (15 minutes)
• Warehousing Overview (12 minutes)
• Warehousing: Introduction to Shipping (30 minutes)
• Warehousing: Introduction to Receipts (30 minutes)
• Warehousing: Introduction to Picking (30 minutes)
• Warehousing Q-Scan (18 minutes)
• Warehousing Demo (37 minutes)

Instructor-led Training Courses

• Warehouse Management (4-day class)

Recommended Reading
• World-Class Warehousing and Material Handling by Edward Frazelle
• Warehouse & Distribution Science (www.ware-housescience.com)
• .NET UI Training Guide
• Warehousing Training Guide
• Warehousing User Guide

Sample Questions
QAD Warehousing Setup Hierarchy is:
• Warehouse, Area, Zone, Location
• Location, Zone, Area, Warehouse
• Zone,Route, Area, Aisle
• There is no hierarchy

Questions? Visit community.qad.com

 Warehousing 141

The 4 basic processes in a warehouse are:

• receive, store, pick, ship
• receive, inventory management, VAS, ship
• receive, store, VAS, customer service
• cycle count, transfers, replenishments, ship
• None of the above

Lean processes supported by QAD Warehousing include

• Slotting, picking, wave planning
• Cellular manufacturing
• Direct store delivery
• All the above

Warehouse Load Consolidation aggregates and validates items and cartons?

• True
• False

With QAD Warehousing, product can be received using a _________ or ________.

• Work station / RF Scanner
• RF Scanner / Batch
• Batch / Zone
• Area / Bulk

The easiest and most common type of picking is

• Batch
• Zone
• Discrete
• Cluster

Product Modules Covered

This test covers the QAD Warehousing module.

Recommended Areas of Study

You should understand how to use these menus and functions in support of setting up and using
QAD Warehousing.
You should have a general understanding of the following:
• Item Master - How to navigate and maintain item master
• Cycle Count – Understand cycle counting principles
• Sales Orders - How sales orders are entered and maintained
• Purchase Orders - How purchase order are entered and maintained

Comments? Go to goo.gl/MfwKHm
142 QAD Certification Study Guide

• Distribution Orders - How distribution orders are entered and maintained

• Work Orders - How work orders are entered and maintained
• Truck Ship - How Pre-shippers and Shippers are used
• Inventory Control

Questions? Visit community.qad.com

 Chapter 24

Business Intelligence, Application

144 QAD Certification Study Guide

Introduction
The Business Intelligence Application Level 1 exam covers an overview of Business Intelligence
(BI) concepts and the functionality of the QAD Business Intelligence Application.
The objective of this test is to ensure that you have a broad understanding of QAD Adaptive
Applications Business Intelligence application functions and how they should be implemented and
used.

Exam Format
The Business Intelligence Application Level 1 exam contains multiple choice questions. You will
be able to access a QAD BI self-study environment during the test. However, you are not required
to access the environment.

Estimated Preparation Time Required

• 10 days (including training, documentation review and practice)

Recommended Training Courses

• BI Overview (Qbit)
• BI Portal (Qbit)
• BI Modules (Qbit)
• BI Portal Designer – Queries (Qbit)
• BI Portal Designer – Reports (Qbit)
• BI Portal Designer – Visual Items & Dashboards – Part 1 (Qbit)
• BI Portal Designer – Visual Items & Dashboards – Part 2 (Qbit)
• BI Portal Administrator (Qbit)
• Introduction to BI Data Warehouse Designer (Qbit)
• Introduction to BI Scheduler (Qbit)
• BI Application Level 1 Class (4 day course)

Recommended User Guides

• Business Intelligence Level 1 – Training Guide
• BI Portal User Guide

Product Components Covered

This test includes all of the Business Intelligence Application Level 1 components.

Recommended Areas of Study

You should study the following:

Questions? Visit community.qad.com

 Business Intelligence, Application 145

• BI Overview & Key Terms

• BI Portal
• BI Modules
• BI Portal User
• BI Portal Designer
• BI Portal Administrator
• Data Warehouse Designer (DWD) Overview
• BI Scheduler Overview

The Business Intelligence Application Level 1 components have been subdivided into major topics
for you to study. The sections that follow list what you should know and understand for each major
topic area.

BI Overview
• Closed-loop decision making
• How BI supports closed-loop decision making
• How BI differs from other QAD offerings, including Browses & Collections, Operational
Metrics and the Reporting Framework
• The primary benefits of BI
• Basic BI terms
• The three primary components to the QAD BI application

BI Portal User
• How the Portal user will access the BI Portal application
• How dashboards are accessed
• What are visual items
• What types of visual items are available
• How the user interacts with the visual items on a dashboard
• How the user can set parameter values on a dashboard
• How the user can access reports
• How the user can collaborate on dashboards and visual items
• How the user can export visual items
• BI Application on-line documentation available
• How the user accesses and interacts the BI Documentation functionality

BI Portal Designer - Queries

• Which portal component is the primary building block for other portal elements
• Which options are available on the BI Portal Designer toolbars
• What is the first step in designing a query
• How the user adds or removes items that are included in a query

Comments? Go to goo.gl/MfwKHm
146 QAD Certification Study Guide

• How the user specifies elements for sorting in a query

• How the user specifies query filters
• How the user can test a query
• What types of filters are available and how they are used
• What options are available for queries and how they are used
• What lookup queries are and how they are used

BI Portal Designer - Reports

• How the user will use the Report Wizard to create a new report
• How reports can be linked
• How reports can be modified

BI Portal Designer – Visual Items & Dashboards

• Types of visual items
• How the user creates a new visual item
• How the user creates a dashboard
• How visual items can be linked to other visual items
• How reports can be linked to visual items
• How parameter bars are created and used

BI Portal Administrator
• How new users are added to the BI Portal
• What Object Security groups are and how they are used
• What a Data Security Models are and how they are used
• What functions are available in Model Administration and Library Administration and when
they are used
• The purpose of Data Migration and how it is used
• How Collaboration forums are created

BI Data Warehouse Designer (DWD)

• How a user will access the DWD
• The DWD toolbar
• The relationship between Wherescape and QAD
• Data flow within the DWD
• Data object types
• How the designer accesses and interacts with the DWD on-line Documentation
• How to use the DWD diagramming tool
• How to run a DWD report. Examples of DWD reports

Questions? Visit community.qad.com

 Business Intelligence, Application 147

BI DWD Scheduler
• Purpose of the DWD Scheduler
• How a user will access the DWD Scheduler
• The Scheduler components and their hierarchy
• Scheduler navigation, toolbar and panes
• Scheduler States
• Audit functionality available in the Scheduler

Comments? Go to goo.gl/MfwKHm
148 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 25

Business Intelligence, Technical 1

150 QAD Certification Study Guide

Introduction
This certification is intended for individuals who will install and support the Business Intelligence
solution.

Exam Format
The Business Intelligence Technical Level 1 exam is delivered in a single 2-hour session and does
not require hands-on interaction with QAD Adaptive Applications.

Estimated Preparation Time Required

• 10 days (including training, documentation review and practice)

Recommended Preparation
• Business Intelligence (BI) V3 Level 1 - Technical (4 day class)

Recommended Areas of Study

• BI Portal installation
• CFO dashboard
• The Data Ware Designer (DWD)
• DWD Scheduler
• DWD Setup
• BI troubleshooting

Questions? Visit community.qad.com

 Chapter 26

Business Intelligence, Technical 2

152 QAD Certification Study Guide

Introduction
This certification is intended for individuals who will provide Tier 2 technical support for the BI
V3 product.

Exam Format
The Business Intelligence Technical Level 2 exam is delivered in a single 4-hour session and does
not require hands-on interaction with QAD Adaptive Applications.

Estimated Preparation Time Required

• 5 days (including training, documentation review and practice)

Recommended Preparation
• Business Intelligence (BI) V3 Level 2 - Technical (4 day class)

Recommended Areas of Study

• BI Customizations
• The Data Ware Designer (DWD)
• Performance Tuning
• Results from environments
• SQL
• BI troubleshooting

Questions? Visit community.qad.com

 Chapter 27

Technical Foundations
154 QAD Certification Study Guide

Introduction
There are architecture and technology topics common to both the Technical Implementation and
Customization certification exams. The topics that follow will be addressed in both exams and
should be mastered before either exam is attempted.

Recommended Training
The following training is available only as online elearning:
• Introduction to Georgia Softworks Telnet Server for QAD Enterprise Edition (30 min.)
• Introduction to Java and Tomcat for QAD Enterprise Edition (30 min.)
• Introduction to QAD Interoperability (EDI eCommerce) – QAD Enterprise Edition (30 min.)
• Introduction to QAD Interoperability (QXtend) – QAD Enterprise Edition (30 min.)
• Introduction to Supported Operating Systems – QAD Enterprise Edition (30 min.)
• Introduction to the QAD .NET UI – QAD Enterprise Edition (30 min.)
• QAD Application Architecture – QAD Enterprise Edition (30 min.)

Recommended Reading
• AIX - IBM Certification Study Guide http://www.redbooks.ibm.com/abstracts/sg247199.html
• HP-UX - Routine Management Tasks http://docs.hp.com/en/5992-4616/index.html
• Solaris - Basic Administration http://docs.sun.com/app/docs/doc/817-1985
• Linux - The Linux System Administrator's Guide from the Linux Documentation Project
http://tldp.org/LDP/sag/html/index.html

Sample Questions
Java memory is managed in:
• Ages
• Collectors
• Generations
• Objects

What are the three main layers of QAD product architecture?

• User interface, services and integration
• Client, data access and database
• Presentation, business services and data access
• Presentation, integration and data access

What is the difference between proserve and _mprosrv?

• Nothing
• proserve is a Java aware version of _mprosrv
• proserve is a Windows version of _mprosrv

Questions? Visit community.qad.com

 Technical Foundations 155

• proserve is a SQL Broker for _mprosrv

Topics Covered
The sections that follow identify the topics you are expected to understand.

Progress Open Edge

This section concentrates on the knowledge you need to understand the architecture and entry level
usage of Progress Open Edge, including basic database administration.

Platform Support

Including a high level knowledge of:

• Hardware
• Operating
• systems
• Databases
• Versions etc.
• Basic installation and configuration

Progress OpenEdge Suite

Including:
• Webspeed
• Basic Appserver Administration
• High Level understanding of QAD Service Interface and AppServers

Entry Level Database Administration

Including:
• Startup
• Shutdown
• Progress Explorer
• Creating and Copying databases
• Backup and recovery
• Dump and reload
• Storage areas

Java and Tomcat

This section concentrates on the knowledge you need to understand the architecture of both Java
and Tomcat.

Comments? Go to goo.gl/MfwKHm
156 QAD Certification Study Guide

You should know and understand the following:

• A high level understanding of Java
• A high level understanding of Tomcat
• The relationship between QAD software and Java
• A high level understanding of Tomcat and QAD webapp architecture
• A high level understanding of Tomcat and QAD webapps administration

You should have the following additional requirements:

• Basic Unix and Windows administration skills

MS.NET Framework
This section concentrates on the knowledge you need to understand the architecture and purpose of
the Microsoft .Net Framework.
You should know and understand the following:
• A basic understanding of the architecture of the .Net framework

You should have the following additional requirements:

• Ability to access the .Net framework through the use of a standard integrated development
environment

Georgia Softworks - Telnet Server

This section concentrates on the knowledge you need to understand the architecture and purpose of
the Georgia Softworks - Telnet Server.
You should know and understand the following:
• A basic understanding of the architecture of the Georgia Softworks - Telnet Server

Operating Systems
This section concentrates on the knowledge you need to understand an entry level overview of
operating systems.
You should know and understand the following:
• A basic understanding of operating systems including simple navigation and file permissions.

Architectural Overview
This section concentrates on the knowledge you need to deploy Progress OE Appserver for use
with QAD Adaptive Applications.
You should know and understand the following:
• A basic understanding of the architecture and how the previously mentioned technologies are
used by the following core QAD products:
• Appshell

Questions? Visit community.qad.com

 Technical Foundations 157

• QAD Enterprise Edition Installation and Conversion

• QXtend
• EDI

Comments? Go to goo.gl/MfwKHm
158 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 28

Enterprise Edition Technical

Implementation
160 QAD Certification Study Guide

Introduction
This section of the study guide is designed to assist you in preparing for the Enterprise Edition
Implementation exam. This is one of two technical certification exams.
This exam is intended for technical staff, particularly technical installers, technical consultants,
systems administrators and database administrators

Exam Format
The Implementation exam is delivered in one three-hour session and does not require hands-on
interaction with QAD Adaptive Applications.

Estimated Preparation Time Required

• 13-14 days (including training, documentation review, and practice)

Recommended Foundational Training

Refer to Chapter 27, “Technical Foundations,” on page 153 for additional topics that will be
addressed in the Technical Implementation certification exam.

Recommended Training Courses

The technical courses listed below are available as instructor-led training only. It is strongly
recommended that you complete these courses before attempting the Enterprise Edition
Implementation exam.
• Installation and Administration (5 days)
• Database Conversion (3 days)

Recommended User Guides

• Installation Guide for Progress Database
• Conversion Guide for Progress Database

Sample Questions
How would you repair corrupt database index blocks most efficiently?
• Restore from backup
• Dump and reload
• Proutil dbrpr
• Index rebuild

During conversion execution, conversion status information is written to which log file?
• qdtadmin.log
• convert.log
• qdt.log

Questions? Visit community.qad.com

 Enterprise Edition Technical Implementation 161

• install.log

Why is it necessary to run the Sales Order Balance Update in the post-conversion stage?
• To ensure the customer’s balance is correct when a credit check is performed.
• To make sure the order quantities are still accurate.
• To recalculate any freight charges on the open orders.
• For audit purposes, to verify the accuracy of the conversion.

Topics Covered
The Enterprise Edition Implementation exam requires a thorough understanding if the following
topics:
• Foundation Architecture and Technologies
• Installation
• Database Conversion
• Administration and Configuration
• Security, Reporting and Daemons
• Validation and Troubleshooting

Installation and Administration

This section concentrates on the knowledge you need to install and administer QAD Adaptive
Applications (Enterprise Edition).
You should be able to:
• Understand how to manage and maintain the Progress OpenEdge databases used with QAD
Enterprise Edition
• Implement a backup strategy
• Tune databases for performance and stability
• Understand and use the QAD Deployment Tool
• Validate that a QAD Enterprise Edition installation was successful
• Troubleshoot and perform diagnostics on all technical aspects of the QAD Enterprise Edition
Reference Architecture
• Install QAD Software Patches
• Understand the QAD Applications Security Model
• Understand and Configure QAD Enterprise Edition Reporting
• Understand and Configure the QAD Enterprise Edition Daemons

Database Conversion
You are expected to have a practical understanding of the conversion process and the activities that
occur before, during and after conversion.

Comments? Go to goo.gl/MfwKHm
162 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 29

Enterprise Edition Customization

164 QAD Certification Study Guide

Introduction
This section of the study guide is designed to assist you in preparing for the Enterprise Edition
Customization exam.
This exam is intended mainly for developers.

Exam Format
The Implementation exam is delivered in one two-hour session and does not require hands-on
interaction with QAD Adaptive Applications.

Estimated Preparation Time Required

• 16 days (including training, documentation review, and practice)

Recommended Training Courses

• Non-Intrusive Customization training (5 days)

Recommended Reading
• Non-Intrusive Customization training materials (presentation slides, exercises)

Sample Questions
What are the different levels of Customization in EF?
• User / Menu option / System
• User / Program / System
• Group / Role / System
• User / Role / System

In non-intrusive customization it is possible to call standard business functions. Which of the

following statements is TRUE?
• Methods from other components need to be called through their proper instance.
• Methods from same components need to be called through their proper instance.
• Methods from other component can be called directly from customization code.
• Methods from other component can not be called from customization code.

What do you need to install or configure to activate the non-intrusive customization?

• Install compiled custom code in a folder named customcode in the appserver propath. The
application will automatically pick up the custom code after restart of the servers.
• Install of the QAD customization controller, make a change in the financials appserver
propath, and create a folder named customcode. The newly installed customization controller
will pick up the custom code.

Questions? Visit community.qad.com

 Enterprise Edition Customization 165

• Use the system monitor to configure the customization controller. By adding specific 4GL
programs (.p) associated for financials menu entries the code in these 4GL programs will
automatically be executed.
• Change the propath in the financials appserver to include a folder that contains a subfolder
named customcode. The customization controller needs to be configured by entering the
components that are customized in the central server.xml file on the server.

Topics Covered

Customization of Component-Based QAD Applications

This section covers back-end and UI front-end non-intrusive customization of QAD component-
based applications and requires and understanding of:
• The architecture and its relevance for customization
• Configuring your system for NI customization
• Development of NI customization
• Typical customization cases
• Report Customization
• Customization Supporting Tools
• Calling standard business functions

Customization Using QAD Applications Features and Functions,

This section of the exam covers the .NET UI application features that can be used by non-
developers to customize both component-based and non-component based applications. It
includes:
• UI design mode in Financials screens
• Configurable screens
• User-defined fields
• Browse features
• Browse maintenance
• Saving browse settings
• Operational metrics
• Process maps

Impact of QAD Adaptive Applications-EE on Development Integrating with

Financials Back End
This section covers integration to Enterprise Financials in progress 4GL.

Comments? Go to goo.gl/MfwKHm
166 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 30

Integrated Customization Toolkit

168 QAD Certification Study Guide

Introduction
The Integrated Customization Toolkit (ICT) exam covers basic customization techniques based on
main QAD Integrated Customization Toolkit functions.
The objective of this test is to ensure that you have a broad understanding of QAD Integrated
Customization Toolkit functions and how they should be used. Since QAD ICT allows
customizing QAD Adaptive Applications system, all developers should be fully versed in its
functionality and use.

Format
The Integrated Customization Toolkit exam contains 40 questions. Only one answer for each
question is correct. The exam covers main QAD ICT functions such as ICT Tasks, QAD ICT
Session Triggers, QAD ICT UI Handler functions, QAD ICT Intrusive Handlers, and QAD ICT
Administration.

Estimated Preparation Time Required

• 33 days (including 3 days of training, then 30 days of documentation review and hands-on
practice)

Recommended Training Courses

• ICT Development Training (3 days)

Recommended User Guides

• ICT User Guide (all sections are relevant)

Sample Questions
What can be hidden in QAD ICT Frame and Field Properties?
• Only fields due to a limitation in .NET UI.
• Frame and fields in any UI.
• Only fields in any UI.
• Frame and fields in character, but only fields in .NET UI.

To get the up-to-date version of the trigger link programs:

• icqtrgXX.p should be controlled by the version control system.
• Developers should cooperate to keep this program saved with the correct content.
• The rebuild of the Link&Consistency triggers process should be performed.
• All manual changes in these programs should be kept to a minimum.

Questions? Visit community.qad.com

 Integrated Customization Toolkit 169

Product Modules Covered

This test covers the content of each QAD Integrated Customization Toolkit module. You should
study the following:
• QAD ICT Session Trigger Handler
• QAD ICT UI Handler
• QAD ICT Intrusive Handler
• QAD ICT Developers menu
• QAD ICT User functions
• QAD ICT Tasks
• QAD ICT Control menu

The test covers implementation issues, and how the functions in each of these modules can and
should be used.

Test Topics
The QAD ICT modules have been subdivided into 14 topics for you to study. These are:
• Administration
• Default Value Settings
• Frame & Fields Settings
• General informations
• Groups
• Debugger
• Tags
• Methods & Functions
• Other options
• Program Hooks
• Shadow Table Settings
• Tasks
• Triggers
• Validation Settings

In the following sections, each of these topics is briefly described, followed by a list of what you
should know and understand.

Administration
This topic addresses how to administer Integrated Customization Toolkit. It includes basic ICT
Administration options and actions that are required to manage a tool and the customizations.
You should know and understand the following:
• How customer customization cooperates with customizations delivered by QAD.

Comments? Go to goo.gl/MfwKHm
170 QAD Certification Study Guide

• How to restart ICT processing in different UIs.

• How to change ICT Developers Menu accelerator.
• The purpose of each field in QAD ICT Control Table.
• The purpose of using super procedures.
• The purpose of ICT main procedure icprcs.p.

Default Value Settings

This topic covers Default Value Maintenance details.
You should know and understand the following:
• The purpose of each field in Default Value Maintenance.
• What technique is used to proceed default values (for example, which trigger is used).
• What special values and 4GL functions you can use to set a default value.

Frame & Fields Settings

This topic includes all information related with ICT Frame & Fields Properties Maintenance.
You should know and understand the following:
• What actions are allowed in Frame & Fields Properties Maintenance.
• What UI objects can be manipulated in Frame & Fields Properties Maintenance.
• What technique is used to proceed UI manipulation (for example, which trigger is used).
• The purpose of each field in Frame & Fields Properties Maintenance.
• How to hide a UI object.
• How to add a UI object.
• How to change UI object properties (position, width, and others).
• The difference between adding a database field and adding a variable.

General Information
This topic covers general information about ICT such as supported UIs, batch processing
limitations, and others.
You should know and understand the following:
• What kind of ICT settings can be copied automatically using proper ICT maintenance.
• Which user interfaces are supported by ICT.
• What Progress versions are supported by ICT.
• What QAD products are supported by ICT.
• How to handle CIM and BATCH processing with ICT.
• What needs to be done to see the result of defined ICT settings.
• How customization data (such as ICT settings, message, menu changes, and others) is
registered by ICT.

Questions? Visit community.qad.com

 Integrated Customization Toolkit 171

Groups
This topic covers the group functionality, which is used in most of UI Handler module programs
and Program Hooks.
You should know and understand the following:
• How to add multiple settings for the same configuration using the hash (#) mechanism.
• What is the order of execution records defined with the hash (#) technique.
• How to define the group to block access for users in a selected group.
• How to define the group to allow access for users in a selected group and at the same time
block users from another group.
• The purpose of using an exclamation mark (!) for defining group.

Debugger
This topic covers the ICT Debugger functionality.
You should know and understand the following:
• If ICT Debugger is allowed to be used in all kinds of environments (development, test,
production).
• How to use ICT debugging for tracking errors and measuring performance.
• The purpose of each icdbg.i include parameter.
• What user interface is supported by debugging.

ICT Tags
This topic covers one of the intrusive customization techniques, which is ICT Tags.
You should know and understand the following:
• How to define executed programs.
• How to comment standard code using ICT Tags.
• The purpose of the switch on/off procedure.

Methods & Functions

This topic covers functions and procedures delivered with QAD ICT.
You should know and understand the following:
• What functions getRecord, getBuffer, getValue return.
• The purpose of registerTrigger, registerBuffer, registerValue functions.
• What register and retrieve functions are defined in QAD ICT.
• How saveFirstTime and firstTime functions can be used.
• What parameters are passed to functions setFieldValue and getFieldValue; which of them are
mandatory and optional for each function.
• What data can be retrieved using getFieldValue.

Comments? Go to goo.gl/MfwKHm
172 QAD Certification Study Guide

Other Options
This topic includes ICT options such as Global Value Maintenance, Auto-Save Value, and
Maintenance Generator.
You should know and understand the following:
• How to define and retrieve Global Value.
• Where Global Value can be used.
• For which fields Global Value can be defined.
• How Auto-Save value can be defined.
• Who can define and who is affected by Auto-Save value.
• How to define a new maintenance function using Maintenance Generator.
• How to add new fields to a maintenance function generated with Maintenance Generator.

Program Hooks
This topic covers Program Hooks—a tool used in intrusive customizations.
You should know and understand the following:
• How to create an executed program.
• What program should be recompiled after Program Hook definition.
• How a standard program can be disabled using Program Hooks.

Shadow Tables Settings

This topic addresses Shadow Tables—a non-intrusive technique for extending the existing
database.
You should know and understand the following:
• What files are created during Shadow Table definition.
• What the generated .df file consists of.
• What tools are executed during Shadow Table definition in character UI.
• What limitations can be observed in Shadow Table Maintenance in .NET UI.
• What triggers support Shadow Table mechanism.
• The purpose of Custom Procedure in Shadow Table Maintenance.

Tasks
This topic addresses Tasks—a customization management technique developed by ICT.
You should know and understand the following:
• The purpose of “Task base directory,” “Central directory,” and “Source sub-dir” fields in ICT
Control Table.
• What customized programs are moved to central environment.
• Who can see the customization linked with WIP tasks.

Questions? Visit community.qad.com

 Integrated Customization Toolkit 173

• Who can see the customization linked with CLOSED tasks.

• What domains a new task is available in.
• How to manage ICT tasks between domains.
• If customization is possible without choosing the task.
• What actions are performed by ICT when a task is being closed.

Triggers
This topic addresses Triggers propagation techniques.
You should know and understand the following:
• What parameters are passed to Trigger Link custom program, Shadow Table custom program.
• What parameters are passed to on-assign, on-write, on-delete, and on-create subscriber
programs.
• The required actions to register to on write/on create/on delete trigger.
• Which super programs include triggers that are loaded during ICT startup.
• Which ICT option can be used to define each type of trigger.
• What triggers are supported by ICT.
• When each type of trigger is executed.
• The purpose of using each type of trigger.
• What interface triggers limitations can be observed in .NET UI.
• Who can generate and change the Link&Consistency triggers file.
• The purpose of each field in UI Trigger Maintenance.

Validation Settings
This topic corresponds with ICT Validation Maintenance.
You should know and understand the following:
• What validation types are enabled.
• What technique is used to proceed validation (for example, which trigger is used).
• What validation techniques are enabled.

Comments? Go to goo.gl/MfwKHm
174 QAD Certification Study Guide

Questions? Visit community.qad.com

 Chapter 31

Development Standards
176 QAD Certification Study Guide

Introduction
The Development Standards certification exam covers the main programming standards on
database design, naming conventions, include files, procedure structure, procedure style, and so on
to be followed in the customization of code by Global Services.
The objective of this certification is to ensure that you have a broad understanding of standards in
programming on QAD Adaptive Applications and how they should be implemented and used, and
that you should use these standards in your code that is validated by the code review process.

Certification Program
There is a two-step certification program:
• Step 1 – Development Standard Exam
• Step 2 - Code Review Audit

Certification is done when both steps are passed.

Development Standard Exam Format

The Development Standards exam is delivered in is a single 1-hour testing session. The test
contains 30 questions. Only one answer for each question is correct. This is a non-proctored online
exam that can be done remotely. However, it requires enrollment via the Learning Center.

Code Review Audit

Code Review Audit is to validate how the developer follows standards in creating custom code.
*To apply for an audit of custom code with Code Review Checklist (both Self and Peer
Review) contact the Development Practice Leader, Agnieszka Mazur (avk@qad.com)

Estimated Preparation Time Required

• 3 days (including documentation review and practice)

Recommended Training Courses

• Self study on Programming Standards Handbook, published on QSN:
https://qdn.qad.com/display/QSN/Programming+Standards
• Self study on Code Review process, published on QSN:
https://qdn.qad.com/display/QSN/Code+Review

Recommended User Guides

• Programming Standards on QSN:
https://qdn.qad.com/display/QSN/Programming+Standards
• Code Review on QSN:
https://qdn.qad.com/display/QSN/Code+Review

Questions? Visit community.qad.com

 Development Standards 177

Product Modules Covered

This test includes all of the programming standards.
You should study the following:
• Database design
• Naming convention
• Include files
• Procedure structure
• Procedure style
• Portability
• Oracle issues
• .NetUI considerations
• QAD ICT customization
• Enterprise Financials customizations

The programming standards have been subdivided into major topics for you to study.

Database Design
• How to design new tables and fields
• How to manage new indexes and performance considerations
• How work with database triggers and fields triggers
• How to address new sequences
• How to manage customizing databases

Naming Conventions
How to manage naming of new:
• Procedures
• Functions
• Variables
• Frames
• Buffers
• Temporary Tables and Work Files
• Tables and Database
• Streams
• Block labels
• Indexes
• Prodataset
• Labels and Messages
• External References

Comments? Go to goo.gl/MfwKHm
178 QAD Certification Study Guide

• Browses
• Reporting Framework reports

Include Files
• How manage includes
• What standard QAD includes can be used

Procedure Structure
• How to structure procedure header
• How to define variables and pre-processors
• How to define forms and frames
• How to mark changes in the existing code

Procedure Style
• How to structure a program code to make it clear and easy to follow for reviewers or
developers doing future changes

Portability
• How to structure program code to be run under different operating systems

Oracle Issues
• Oracle database considerations
• How to design program code within an Oracle database
• What to know when migrating a database from Progress to Oracle

.NET UI Considerations
• .NET UI interface considerations
• How design program code to work under .NET UI

QAD ICT Customization

• How address non-intrusive customizations with ICT
• Progress and .NET UI restrictions in ICT customizations

Enterprise Financials Customizations

• Methods for customizing Enterprise Financials
• Methods to avoid in Enterprise Financials

Questions? Visit community.qad.com