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QAD GST Package 3.0
April 2018
2
Disclaimer
Safe Harbor
This presentation includes forward-looking statements about QAD and its business. These statements are subject
to risks and uncertainties that may cause actual results and events to differ materially. These risks and
uncertainties are detailed in QAD’s SEC filings, including the company's latest Annual Report on Form 10-K dated
April 15, 2016 and in particular the section titled “Risk Factors” therein and other periodic reports the company files
with the Securities and Exchange Commission thereafter.
This presentation contains certain references to financial measures that have been adjusted to exclude certain
expenses and other specified items. These financial measures differ from comparable measures calculated and
presented in accordance with accounting principles generally accepted in the United States of America (“GAAP”)
in that they exclude unusual or non-recurring charges, losses, credits or gains. This presentation identifies the
specific items excluded from the comparable GAAP financial measure in the calculation of each non-GAAP
financial measure. Management believes that financial presentations excluding the impact of these items provide
useful supplemental information that is important to a proper understanding of the Company’s business results by
investors. These presentations should not be viewed as a substitute for results determined in accordance with
GAAP, nor are they necessarily comparable to non-GAAP financial measures presented by other companies.
The following is intended to outline QAD’s general product direction. It is intended for information purposes only,
and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional
capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing
of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD.
QAD undertakes no obligation to update forward-looking statements.
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• The Journey till now
• India GST 3.0 Release
• Support Process
• GST Enhancements
• Install instructions
• App1 – Detailed 3.0 content
• App2 – Sample Form Prints
Content
India GST 3.0
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• The India 2.0 package was released in June
2017 to cover the GST taxation system which
became mandatory on July 1st 2017.
• The GST legislation was updated several
times since then, and the interpretation of
the law was clarified continuously by the
Government.
• As a consequence multiple updates were
needed to the software
The Journey till now
India GST 3.0
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• QAD R&D worked closely with Customers,
local Services Team and Legal Advisors to
enhance and adjust the functionality, as
such covering the latest status of the
legislation as well as the most common
customer business practices
• Between July 2017 and March 2018 those
enhancements were delivered as small
incremental packages, called Hot Fixes, to
the customers.
The Journey till now
India GST 3.0
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• QAD Services and Support worked with QAD
R&D to include those in the customer
environments in order to guarantee GST
compliance at all time.
The Journey till now
India GST 3.0
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• The version 2.0 and all hot fixes that were
created on top of it, are now merged into a
new release 3.0 of the GST package
• Version 3.0 was released on April 27 2018 in
status General Availability
• It is available
• from the Download Center (On Premise
customers)
• and on the Cloud Catalog (Cloud customers)
India GST 3.0 Release
India GST 3.0
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• The 3.0 functionality covers:
• Master Data Capture
• Tax calculations (Tax Methods) required for GST Tax
Setup
• Compliance Print formats
• Reports and Data extracts
• GSTR Return reports
• Also check
• Appendix1 for a detailed overview and functional
comparison between release 2.0 and 3.0
• Appendix 2 for some sample Form prints
India GST 3.0 Release
India GST 3.0
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• Support follows the standard QAD support
process. Support calls will be routed to the
GST experts in QAD
• It is mandatory for all customers to install GST
3.0.
• No bug fixing will be done on the GST 2.0
version or pre-3.0 hot fixes. Only issues that
can be reproduced in the 3.0 version will be
worked on
India GST Support process
India GST 3.0
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• Urgent and high severity fixes will be made
available via hot fixes
• Other fixes will be released in subsequent
versions 3.x of the GST package
India GST Support process
India GST 3.0
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• Enhancements will continue to be delivered
to cover
• new/changing legislation
• new interpretations of existing regulation
• Usage improvements based on selected
customer feedback
• No customer habits or customizations are in
scope
• Enhancements are released as a 3.x (minor
updates and fixes) or 4.0 release(major new
functionality is included)
India GST Enhancements
India GST 3.0
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• Customers can follow up on the package
evolution via the Product Changes link on
the QAD Store (store.qad.com)
India GST Enhancements
India GST 3.0
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India GST Enhancements
India GST 3.0
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• For each new release the customer’s IT
team
• needs to carefully check the included install
instructions
• analyze the content for the affected programs
• make sure that existing customizations, that
affect files included in the release, are merged in
again
• If assistance from QAD services is needed, a
new services order can be provided
Install Instructions
India GST 3.0
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GST 3.0 package – detailed content
Appendix 1
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Release 3.0 Content
Process Process
Master Data for GST Registration India Inventory Shipper Print
Master Data for HSN, SAC Codes India Job Work / Delivery Challan Print
Currency Additional Data
Maintenance
India Packing List Print
Tax Methods - Imports, Tool
Amortization
India Purchase Order Print
India AP Debit and Credit Note India Purchase Return Document Print
India AP Self Invoice Print India Receipt Voucher
India AR Debit and Credit Note India Supplier Advance Payment
India Customer Invoice Print India Form GSTR-1 Report
India DRP Receipt Register Print India Form GSTR-2 Report
India DRP Shipment Register Print India Form GSTR-3B Report
India GSTR Control India Job Work Receipts Register
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Release 3.0 Content
Process Process
India Job Work Shipments Register India Exportation Data Maint
India Purchase Register Print Tool Amortization Report
India Sales Register Print Customer Tool Amortization
India TDS Register Print Supplier Tool Amortization
Customer Advance Receipt Supplier Advance Receipt
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Release 3.0 Comparison with Release 2.0Functionality in GST Package Changes in 3.0
Setting Up Tax Information Nil
Setting Up Trailer Expenses and Charges Nil
Setting Up HSN and SAC Codes Nil
Setting Up the Business Relation Nil
Identifying GST Registered and non registered persons Nil
Setting Up Inventory Movement Codes Nil
Setting Up Shipping Groups Nil
Setting Up State Codes Nil
Setting Up Currency Details Nil
PO Fiscal Receipt Issues Resolved regarding Currency and conversions
Original Invoice Reference in PO Returns Nil
Fiscal Invoice Numbering for Inventory Transfer Shipments - DRP Allow multiple Series selection
India Purchase Order Print Report Addition of several new data elements such as TDS, UGST, Discounts, PO
raised for Un Registered Suppliers
India Purchase Return Document Print Report Nil
India Invoice Print Report Addition of several new data elements such as Export oriented Shipment, FOC
Shipment, Invoices raised to Un-Registered Customers,UGST, Discounts
India Inventory Shipper Print Report - DRP Addition of several new data elements such as UGST, Ability to select multi
entity
India Packing List Print Nil
India GSTR Control Changes based on revised formats published August 2017
India GSTR-1 Report Changes based on revised formats published August 2017
India GSTR-2 Report Changes based on revised formats published August 2017
India GSTR-3B Report Changes based on revised formats published August 2017
India Purchase Register Browse Extracts data only from Operational Transactions. No Financial Data
Extracted. This browse is no longer used and replaced by QRF Print in India 3.0
India Sales Register Browse Extracts data only from Operational Transactions. No Financial Data
Extracted. This browse is no longer used and replaced by QRF Print in India 3.0
India Purchase Register Print Not Available in India 2.0
India Sales Register Print Not Available in India 2.0
India TDS Register Print Not Available in India 2.0
Multi HSN Code during Customer Invoice Create Not Available in India 2.0
Multi HSN Code during Supplier Invoice Create Not Available in India 2.0
Supplier Debit/ Credit Note Print Not Available in India 2.0
Customer Debit/ Credit Note Print Not Available in India 2.0
Self Billing Print Not Available in India 2.0
Tax Method for Amortization Not Available in India 2.0
Data Capture for Amortization Not Available in India 2.0
Dellivery Chalan Print (SubContract) Not Available in India 2.0
India Job Work Shipment Register Not Available in India 2.0
India Job Work Receipts Register Not Available in India 2.0
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GST 3.0 package – Sample Form prints
Appendix 2
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Invoice Print
Available in QRF print
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Purchase Order Print
Available in QRF print
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DO Print (Stock Transfer Invoice Print)
Available in QRF print
Calculate and Post Taxes on
Stock Transfer
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Purchase Order Return Print
Available in QRF print
24
Packing List Print
Available in QRF print
25
GSTR 1
Available in QRF print
