Blog

EQT Partners Acquires Acumatica

Posted on: July 17, 2019 | By: Jim Bertler | Acumatica

The last few weeks have certainly been an interesting time to be an Acumatica partner based in Chicago. Acumatica was acquired by EQT Partners, which is a private equity company. EQT is also the owner of IFS, an ERP software. Soon, Acumatica and IFS will become sister companies and after speaking with people from Acumatica, they are very excited about the opportunities that are to come. Greater Resources Acumatica now...


Inventory Adjustments: Partial Batch in D365 for Finance and Operations

Posted on: July 8, 2019 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: David Occhionero Inventory revaluation is a job that runs in D365 and adjusts costs based on an item’s inventory model which is setup under item model groups.  Item model groups are setup under the inventory management module.  As part of the revaluation, there is a function that allows a user to make manual cost adjustments to inventory.  These adjustments can only be made to receipt transactions. The scenario...


Sales Tax Series Blog 3 – Consult the Tax Professionals

Posted on: June 30, 2019 | By: Andy Vitullo | Professional Services, QAD Financials

The complex US Sales Tax environment can have cost and risk impact on your business. An accurate ERP Configuration ensures the collection of transactions with appropriate tax calculations. Understanding the comprehensive business conditions for sales tax requires knowledge of Nexus, Exemption Rules for Customers, Exemption Rules for products or services, filing deadlines, filing agencies, form requirements, and evidence-based audit requirements.   Typically, small to medium size businesses lack internal resources...


Early Project Focus on Critical Manufacturing Data Important to ERP Implementation Success

Posted on: June 27, 2019 | By: Tim Lovely | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

In complex manufacturing environments, the maintenance of item master, bill of material, and routing data is critical to accurate costing, planning, and manufacturing. Unfortunately, in many ERP implementations, the focus on this data and the conversion of it from a legacy ERP system to the new ERP system starts too late! Some ERP systems manage this data differently for planning, costing and manufacturing. As a result, it is important to...


The Importance of Pre and Post Cutover Metrics for ERP Implementations

Posted on: June 27, 2019 | By: Tim Lovely | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, Professional Services, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

Defining specific pre and post cutover metrics is an important step in the planning of a new ERP system. ERP implementations are often seen as projects which reduce on-time shipment performance or throughput, for example. The Project Team needs the ability to reference pre cutover metrics and easily compare them to the same cutover metric to assess the positive or negative impact of the cutover. The Project Team (internal and...


Logan Consulting Internal Training Focus

Posted on: June 26, 2019 | By: Tim Lovely | ERP Selection, Logan Consulting News, Professional Services

As a constantly growing and evolving consulting firm, Logan Consulting is constantly adding new resources to its full-time consulting team and is focused on internal team growth. One of the most important pieces of this dynamic is our annual schedule of internal training for our team. This mandatory training is focused on the two major areas below, addressed in bi-weekly team sessions: Methodology Training – At Logan Consulting, we are...


United States Sales Tax Series (Blog 2) – The Complex Sales Tax Environment

Posted on: June 26, 2019 | By: Andy Vitullo | ERP Selection, Microsoft Dynamics AX/365, QAD Financials

This is the second in a series of Blogs regarding Sales Tax environments in the United States. This series will describe general considerations, legal environment and other conditions that create impact your business Sales Tax requirements. The complex environment exists because state legislatures create unique sales tax laws. There are some common conventions across the states. They include: • Sales Tax are calculated based on where the product lands or...


United States Sales Tax Series

Posted on: June 25, 2019 | By: Andy Vitullo | QAD Financials

Over the next few months, we will publish a series of blogs discussing transaction taxes in the United States.   In the US, we refer to these taxes as Sales Tax. These taxes are a percentage of goods or services paid by the recipient.   The legislative rules for these taxes can vary greatly from state to state. Our intent for this blog is to cover the following: The complex transaction tax...


QAD EE Correction Invoices

Posted on: June 24, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

Historically in QAD, any corrections to a posted Sales Order Invoice would normally be done through the creation of an adjusting invoice in Pending Invoice Maintenance. A negative line item with the original (incorrect) Item, Quantity and / or Price would be entered, followed by an additional line with the corrected Item, Quantity and / or Price. This process corrected key historical data for sales, sales history, and salesperson history,...


QAD EE Improved Serialization Tracking Gains Traction

Posted on: June 24, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

One of Logan Consulting’s medical device clients is implementing QAD’s enhanced serialization functionality to allow for enhanced tracking of a serialized unit within an inventory lot. Our client, a long-time QAD user, embraced the new functionality and learned it with no outside assistance. Although not in use for our client, the new serialization functionality also allows for managing a unique License Plant Number (LPN) that containerizes inventory to allow for...