Securing Item Master Data

Posted on: January 17, 2020 | By: Brian Clark | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

One of the complex processes defined during any ERP implementation project is the creation and maintenance of item master records. Often, users in different roles of an organization are required to maintain data elements relevant to their role, but should be restricted from changing those outside their jurisdiction. QAD Enterprise Edition addresses this requirement in several ways: The first way is menu security. The main frames of the item master...


Testing with Migrated Data

Posted on: September 30, 2019 | By: Brian Clark | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

Virtually every ERP implementation entails the testing of business processes as well as the migration of data. One thing that is easy to overlook, however, is testing business processes with migrated data. As development and testing environments are populated with data to facilitate unit and conference room piloting, there is a tendency to test different scenarios with the same data over and over again. While the processes may end up...


Shipping Rules – Not just for ASN’s…

Posted on: September 27, 2019 | By: Brian Clark | QAD Business Process, QAD Distribution

Introduced in Enterprise Edition, Shipping Rule functionality offers an opportunity for QAD users to tighten up data accuracy during the shipping process. For QAD installations in the automotive vertical, EDI plays a major role in the communication of requirements and shipment information with the customer. In QAD Standard Edition, users typically had to wait until the ASN Export screen to populate relevant variables for a successful outbound ASN. With Shipping...


Moving to Lot Control in QAD

Posted on: September 30, 2017 | By: Brian Clark | QAD Manufacturing

When clients express an interest in implementing lot tracing in their ERP environment, there a few questions that have to be answered to properly define the scope, timeline and investment of the project.  Do you really need it?  It can be surprising how many companies meet the needs of their customers’ traceability requirements outside of their ERP system.  As long as a thorough, reliable paper trail is captured throughout the...


EMT or Intercompany?

Posted on: May 20, 2017 | By: Brian Clark | QAD Distribution

Enterprise Material Transfer (EMT) has long been an effective method for managing the process of selling product from a QAD-supported facility and fulfilling that demand with an automated purchase order to a supplier.  As changes are made to the customer sales order, they are reflected in the corresponding purchase order, keeping the demand and supply orders in sync.  In some cases, the supplier from which the product is being sourced...