Author: David Kwo

QAD's Open Database Connectivity (ODBC) functionality enables users to connect ad hoc query tools to a practice database and access curating data. It also allows the ability to send commands to communicate with that database. Additionally, it can use Progress ODBC drivers to connect to private, third-party Windows-based applications that use structured query language (SQL) to obtain data. SQL is a standard database interface language used by many application packs,...

Summary QAD provides out-of-the-box functionality to manage Supplier consignment inventory that integrates all aspects of the process including Purchase Orders, receiving, tracking consigned inventory, usage reporting, and deferred voucher and payment until usage. Supplier Consignment Setups The following setup is required when using the Supplier Consignment module 1. Enable the module through the Supplier Consignment Control file. You can also set the default settings for Consignment Orders, Aging Days, and...

QAD has elevated its cash settlement software to enable better integration with financial institutions. Leveraging the Incoming Bank File Excel Integration program allows users to access varying levels of integration to make their AR payment process more efficient. At a basic level, users can use the banking entry software to settle customer accounts by manually applying cash receipts in Banking Entry Create. However, QAD offers two additional levels of integration...

Since 2017, QAD has taken the Advanced Repetitive and the discrete Work Order modules and merged them together into one streamlined model, called Production Orders. The Production Orders module provides a single set of programs for setup and transaction processing. All of the features of the older modules exist within the new module but the single transaction set makes user training and adoption much easier. Additionally, you can still run...

Summary QAD provides out-of-the-box functionality to manage Customer consignment inventory that integrates all aspects of the process including shipping, tracking consigned inventory, usage reporting, and deferred billing until usage. This blog discusses the setups of the Customer Consignment module and subsequent transaction processing. Customer Consignment Setups The following setup is required when using the Customer Consignment module Enable the module through the Customer Consignment Control file. You can also set...

Does your company currently allocate multiple employees to manually apply cash and ensure that invoices match orders, even when the majority of accounts are matched anyways? Logan Consulting can help companies save time and resources by automating this process so that manual cash application is only needed in the case of discrepancies. To automate payments, Logan creates an Excel file for clients to paste data into. The file is then...

Does your company currently allocate multiple employees to manually apply cash and ensure that invoices match orders, even when the majority of accounts are matched anyways? Logan Consulting can help companies save time and resources by automating this process so that manual cash application is only needed in the case of discrepancies. To automate payments, Logan creates an Excel file for clients to paste data into. The file is then...

Does your company currently allocate multiple employees to manually apply cash and ensure that invoices match orders, even when the majority of accounts are matched anyways? Logan Consulting can help companies save time and resources by automating this process so that manual cash application is only needed in the case of discrepancies. To automate payments, Logan creates an Excel file for clients to paste data into. The file is then...

QAD's currency and exchange rate-related capabilities allow users to define and track various types of relevant currencies and exchange rates, making it simpler to organize and complete cross-currency transactions, track and analyze realized gains and losses, and keep up with the frequency regulations of different entities. Defining Currencies Users can create currencies in the Currency Create tab, applying a currency code (an ISO standard code), short description, decimal description (cents,...

QAD's serialization functionality allows companies to build an embedded inventory structure so that product can be moved, shipped, received, and consumed in a consolidated fashion. Serial ID numbers (also called license plates) are created and applied to units so that they can be tracked and moved efficiently. The functionality provides the ability to create inventory records and packaged inventory that show the breakdown and organization of boxes, cartons, pallets, and...