Category: QAD Business Process

For many manufacturers, QAD becomes deeply embedded into daily operations. From production reporting and inventory transactions to purchasing, shipping, EDI, and financial close, QAD often serves as the operational backbone of the business. However, even well-implemented QAD environments can become less effective over time. As organizations grow, acquire new facilities, change supply chain models, introduce automation, or expand customer requirements, the processes originally designed during implementation may no longer align...

Linked-Site Costing Rules  For manufacturers and distributors operating across multiple sites, maintaining accurate and consistent item costs can quickly become complex. This is where Linked-Site Costing in QAD becomes a powerful tool.   At its core, Linked-Site costing allows you to share item cost data across multiple sites within the same domain. Instead of maintaining separate cost records for each site, you can designate one site as the GL Cost Source Site and link other sites to it. This ensures consistency, reduces maintenance effort, and minimizes...

The 2026 Midwest User Group Conference was held at the Hyatt Regency O'Hare on April 19th-21st. Below are some of the key takeaways from the speaker events. QAD's New Leadership Is Listening — And Acting on It If you attended the QAD Midwest User Group Conference this week, you heard QAD President Amit Sharma deliver one of the more substantive keynotes we've seen from QAD leadership in recent memory. Having...

The Misdiagnosis: Blaming the Engine Instead of the Inputs A common frustration is when MRP output doesn’t match reality. This can show up as shortages on the floor, excess inventory in the warehouse, constant rescheduling and immediate reaction is often to blame the planning engine. Organizations assume the logic is flawed, outdated, or incapable of handling real-world complexity. In practice, MRP is doing exactly what it was designed to do:...

Selecting a QAD implementation partner is one of the most important decisions organizations make during an ERP transformation. While many firms highlight certifications, team size, or global reach, these metrics alone do not necessarily translate into a successful implementation. Companies evaluating partners should look deeper, focusing on practical experience, proven methodologies, and the ability to support long-term operational success. Certifications Are the Starting Point, Not the Outcome While certifications demonstrate...

As ERP systems age, organizations inevitably face a critical decision: upgrade to a modern platform or continue paying maintenance on an outdated, unsupported system. While extending maintenance may feel like the lower-risk option, the long-term financial and operational implications often tell a different story. Start with Risk Assessment If your ERP is no longer supported by the publisher, you are assuming full responsibility for security patches, compliance updates, and regulatory...

When in the home stretch of an implementation, the go-live can seem like the finish line, when it is really the starting gun.  More often than not, the first 90 days after go-live determine whether the organization locks in value or slips into prolonged disruption. As leaders, our mandates are clear. We need to stabilize operations fast, protect customer service, and establish disciplined habits that turn our QAD system into...

Strengthening Journal Entry Controls in QAD: How Sarbanes-Oxley Shaped Today’s Approval Workflows When the Sarbanes-Oxley Act (SOX) was enacted in 2002, finance organizations across the U.S. were pushed into a new era of internal control scrutiny. Designed to restore trust after high-profile corporate accounting scandals, SOX introduced sweeping requirements for financial transparency, accountability, and auditability. For CFOs, Controllers, and accounting teams, this translated into stronger controls around the creation, approval,...

QAD provides a wealth of operational and financial data, but even the most accurate reports can fall flat if they aren’t presented in a way leadership can quickly understand. Successful reporting to management isn’t about showing everything QAD can do; it’s about highlighting what matters most and connecting data to decisions. When reporting to management ensure you know what data and trends they are needed to be seen or reviewed....

In an increasingly digital world, Electronic Data Interchange (EDI) remains the backbone of B2B communication, especially in manufacturing, supply chain, and logistics. With the emergence of QAD O3, the next-generation cloud ERP from QAD Inc., the future of EDI integrations is undergoing a significant transformation. QAD O3 not only streamlines core ERP functionalities, but also opens new possibilities for smarter, faster, and more scalable EDI implementations.  EDI’s Enduring Value in...