Data Migration: Best Practices

Posted on: April 20, 2022 | By: David Kwo | QAD Practice News, Logan Consulting News, Acumatica, Microsoft Dynamics Manufacturing

Data conversion is an important part of any ERP upgrade project, and Logan's team has extensive experience in completing this crucial step. This blog details the best practices for a data migration. Make decisions about what history to bring forward Companies must make decisions about which data to transfer over to the new system. These decisions may include: How much history to bring Whether to bring all Customers/Supplier/Items or just those...


Creating Fixed Assets in QAD

Posted on: April 19, 2022 | By: David Kwo | QAD Financials

Overview Fixed assets are large capital purchases which companies record as assets that depreciate over time (instead of expensing the cost). Companies can use fixed assets to make large investments in capital purchases that are used in production of its goods and services. Fixed assets allow companies to make purchases that do not result in a large impact on their income statement in the first year. Instead, the cost of...


Supplier Schedules vs Discrete Purchase Orders in QAD

Posted on: April 18, 2022 | By: David Kwo | QAD Financials

Supplier Schedules Supplier schedules in QAD give suppliers a forecast of what a company intends to buy over a certain period of time. With a one-time set up, supplier schedules allow MRP to take over and automatically generate purchase orders. Supplier schedules are intended for use with long term contractual agreements that typically require regular weekly, daily,  or even hourly deliveries. Supplier Schedules can be used with a fixed price,...


Translating Inbound/Outbound EDI Documents in QAD

Posted on: April 15, 2022 | By: David Kwo | QAD Business Process

When companies receive EDI documents to their QAD system, it is often in a format that QAD cannot read. Additionally, many companies have different EDI standards that complicate outbound documents. This blog discusses the importance of translating inbound/outbound EDI documents so that companies can leverage this standard form of document communication compatibly with their ERP system.  Electronic Data Interchange, or EDI, documents is a standard way of electronically sending documents...


Automation Solutions in QAD: Lessons Learned

Posted on: April 13, 2022 | By: David Kwo | QAD Business Process

QAD's Automation Solutions Module enables users to barcode inventory and then perform transactions using barcode data collection. This aids the organization in the efficient identification of the product and its movement. Prior to the introduction of this module, users had to use third party applications to accomplish barcode label generation and barcode data collection. This blog details the lessons Logan Consulting's team has learned during their implementation experiences leveraging the...


Best Pricing in QAD – Managing Volume Discounts

Posted on: April 12, 2022 | By: David Kwo | QAD Financials

QAD’s tools make it simple to create and manage volume discounts that apply to all quotes and sales orders, product lines, line items (inventory or memo, debits, or credits), and all customers with the same Customer Type. A customer never receives a discount smaller than the one entered in the customer file, unless it is manually overridden. You can manage volume discounts in Volume Discount Maintenance by filling out the...


Production Execution in QAD

Posted on: April 11, 2022 | By: David Kwo | QAD Business Process, QAD Distribution, QAD Manufacturing

Production Execution (PE) is a new QAD functionality that enables collaboration and communication between production planning and operations, ultimately offering benefits that increase production flexibility and operational capabilities. It offers a convenient solution to production management software within the QAD system, eliminating the need for paper waste or custom software.   By using a touch screen interface at the shop floor, PE creates the opportunity within the QAD system to...


Revenue Recognition in QAD

Posted on: April 5, 2022 | By: David Kwo | QAD Financials

QAD's Revenue Recognition module is designed around the Accounting Standards Codification (ASC) 606, which is part of the Generally Accepted Accounting Principles, or GAAP, that public and private companies are required to use when recognizing revenue from contracts with customers. Users are able to configure their QAD system to automatically create revenue contracts and performance obligations from a sales order. Once configured, revenue recognition rules will default to each performance...


Service and Support Management (SSM) in QAD

Posted on: March 17, 2022 | By: David Kwo | QAD Manufacturing, QAD Business Process

QAD Service and Support Management (SSM) provides a comprehensive suite of functionality to support a manufacturer’s efforts to service products sold to their customers and ensure customer satisfaction. Determining what SSM functionality to implement is based on the services that you provide to the customer now and those you intend to provide in the future. Among the many decisions that need to be made, determining what SSM functionality to implement is key....


The Latest in QAD’s Production Orders Module

Posted on: March 16, 2022 | By: David Kwo | QAD Manufacturing, QAD Business Process, QAD Practice News

QAD's newest iteration of the production orders module combines the best of both worlds when it comes to production orders processing: discrete work orders and advanced repetitive processing.  The discrete work order process is a finite production run that may be seen in a job shop or make-to-order environment. The advanced repetitive functionality is applicable when you are producing the same items over and over. Whereas before QAD had supported...