Author: Minela Covic

This blog details a QAD bank drivers business case, in which leveraging bank drivers solutions enabled greater business efficiency. Business Case The client pays their vendors once a week during their Accounts Payable run. 90% of their payments are made via check currently. Their current ERP does not allow them to store supplier bank numbers in the system and does not allow them to export electronic payments. Therefore, for the...

This blog details the step-by-step process Logan Consulting went through when helping a Client set up taxes in their QAD system to address inefficiencies and errors in their preexisting method. Logan’s team set up taxes in QAD to automatically calculate Canadian taxes on Customer Invoices based on where the Customer is located. This Client had issues in the past when their current system did not calculate taxes properly and they...

A Purchase Requisition is a step in the Purchasing process that many companies use today. When implementing Purchase Requisitioning in D365, we have found that many organizations will start with a simple process but may never end up utilizing some of the key features in D365 that can enhance your purchase requisition process. This post will show how to use position hierarchies and signing limits to enhance your purchase requisition...

Recently, Supply Chain Management has been challenging, to say the least. These challenges could include working remotely during the pandemic, navigating resource shortages (employees and materials), or managing transportation issues that have arisen. These challenges can be turned into a great opportunity for your company to make a digital transformation. Some companies believe that due to these unprecedented challenges, now is not the right time for changes within their organization....

Business Central allows for flexible financial reporting. Setups are typically easy and can be done by users without any development experience. Column layouts are where the periods of time are defined for financial reports. In this blog, you will learn how to create an Income Statement with 12 periods. Begin by creating a new column layout: Edit the column layout. Assign Column Numbers and Column Headers. Choose “Net Change” as...

Some of the new features on Acumatica 2021 R1 includes updates to the dashboards. This blog will highlight those new features.   Add a link to the dashboard Links navigate to any screen within Acumatica. In this example, users can create an AP Bill or run the AP Aging Report directly from the AP Clerk dashboard.   Display a KPI as a meter Now, there is the option of displaying...

One of the new features on Acumatica 2021 R1 includes the ability to navigate to an external URL from a generic inquiry. For instance, say you want to store a vendor’s alternate ID on the stock item’s cross reference and have it navigate to the vendor's website: In this example the alternate ID is the item number from Amazon.com. Next, get the URL from Amazon.com: Go to the Generic Inquiry...

Inventory accuracy is one of the most important data points in an ERP system. In order to use your ERP effectively, the system relies on inventory records to be accurate. When your inventory records are inaccurate you may agree to due dates that are inaccurate leading to poor customer satisfaction or even misstate your financial statements because you show incorrect assets. As you can see there are many reasons that...

In an environment as competitive as today’s, it is important to ensure quality in your product. This does not just mean having a quality check right before your product ships to the customer, but instead means prioritizing quality throughout the entire process. This may seem like quite the undertaking, but a well-executed quality process will improve efficiencies and decrease  cost over time. Here are some helpful tips to include in...

Acumatica comes with a fully functional mobile app out of the box. Users can use the mobile app to enter sales orders, purchase requisitions, purchase orders, time-cards, and more. In this post, you will learn how to configure viewing and downloading a report from the app. Say you want to print purchase orders from your phone the way you can online: In the WSDL schema, identify the action that prints...