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Is the PO Workbench a tool offered by 32 Soft or is it supplied by QAD? |
It is a tool offered by 32 Soft. |
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Looks like you use Excel….is that part of Workbench? |
Yes, one of the hallmarks of 32 Soft’s Data Loaders is that they utilize Excel with all its functionality as the user interface. Since it is such a widely used and known program, there is little to no training required. |
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Is the integration with QAD real-time or is it batch and load? |
Integration with QAD is real-time. |
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How does the Data Loader distinguish between multiple POs during generation? |
In the generic version of PO Workbench, lines are grouped into one PO based on supplier, ship-to, site, and line number. But it can be configured based on the end-user requirements. |
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Can you import data from a supplier? |
Yes. You can use the Open File function in PO Workbench to import PO details from an external source such as the supplier or an external procurement application. The Open File function is customized to read and parse the input file, prepare PO lines for editing (if required), and upload into QAD. |
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Do you offer Punchouts from suppliers? |
No. PO Workbench has a different scope and is integrated with QAD only. It is not integrated with other systems or supplier’s web sites. |
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Is this for discrete POs only or can it also be used with supplier schedules? |
Currently, PO Workbench works with discrete POs only. Its reporting functions show demands that come from scheduled orders as well, but PO Workbench does not allow you to automatically update supplier schedules as it does discrete POs. We have a separate tool for Supplier Schedule Maintenance. You can find more details about our supplier schedule tools here. |
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How does the Data Loader handle the ‘green’ fields if the description is blank during the upload to QAD? |
In the majority of cases, the Data Loader will treat blank fields the same way QAD does (TAB through it, letting QAD use a default value, if any). If any of the mandatory fields are left blank, the user will be asked to enter value in this field. |
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Is this an upgrade to the 5.7_ subcontract soft loader? |
The ability to create a subcontract PO is just one of the actions that PO Workbench can perform. It also allows you to identify if subcontract POs need to be created, their dues dates, items and quantities. |
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Can this be used for regular consumable orders that are not tied to inventoried items? |
Yes. But, the approval procedure for consumable orders is usually different from inventory items and often requires PO Requisitions. We recommend another tool we have: Requisition Plus. This is a web based application. You can find more details about it here. |
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Does this use CIM load or Qxtend? |
PO Workbench uses a PROGRESS redirection, as do all of our Data Loaders. The same logic is used by QAD CIM load. |
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Does this work on QAD EE or only on QAD SE? |
PO Workbench works with both QAD SE and QAD EE versions and is a great tool to use if you need to migrate open POs between versions or databases. |
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Does this work if you are using QAD GRS or QAD EAM for purchasing? |
Yes, but this is a tool to efficiently manage purchase orders or modify existing ones. If you need the full PO Cycle starting with requisitions and including the full approval process based on projects, cost, etc., then our web application, Requisition Plus, might be a better solution for you. You can find more details about the functionality of Requisition Plus here. |
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Can you describe the integration with email and where you set up the email recipients, including if you want to send an updated PO to each supplier contact? |
Email integration in PO Workbench is configurable. If you have supplier emails or distribution rules already stored in QAD, PO Workbench can use those. In the generic version it uses email information from Supplier Master. Other options are possible as well. |
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Can it get information from GRS? |
Currently, PO Workbench is not integrated with GRS. But once a requisition is turned into PO in GRS, the purchase order can be accessed through PO Workbench. |
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Do you offer Supplier Catalogue Management? |
No. PO Workbench gets the PO price from price lists and Supplier Item Master. Both are the representation of Supplier Catalogue in QAD. We have a separate tool to maintain price lists and supplier items. |
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Is Workbench offered in the cloud or is this just an on premise solution? |
Both. It can be installed on premise as well as on the cloud. |
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Does this replace GRS? |
No. This tool has a different scope from GRS. Please check our Requisition Plus system if you are looking for a replacement of GRS. |