Category: QAD Business Process

Thinking about upgrade approaches for QAD EE? As most QAD users know, the upgrade to QAD’s Enterprise Application (QAD EE) from older versions of QAD’s ERP software is a significant undertaking. Prior upgrades over the last 20 years could largely be completed as technical exercises. Assuming that few customizations and business process changes. The underlying technical architecture of QAD SE from one version to another is mainly the same. With...

Congratulations! You made the decision to upgrade to QAD EE!  You most likely have a date set for implementation and know which steps are needed going forward. What issues do you need to avoid? Here are the top three mistakes Logan Consulting sees when companies make the upgrade to QAD EE. 1. Skipping the necessary (and sometimes unglamorous) step of cleaning master data - Master data is not just an IT issue...

ACH (Automated Clearing House) payments and remittances are a popular method of transferring money electronically between financial institutions. Setting up ACH payments and sending remittances in QAD is a simple process. Below you will learn how to set up ACH payments and send remittances in QAD: Step 1: Verify that ACH payments are supported in your QAD system. Before you can set up ACH payments, you must ensure that your...

Ever wish QAD had the ability to convert Planned Orders for purchased items directly to a Purchase Order without having to go through requisitions? With AUX, now you can.  In this blog we will cover how to use the new QAD AUX functionality: Firm Purchasing. The AUX Planned Orders view contains Firm Purchasing as an Action.  The following explains how you can convert planned orders to Purchase Orders. Pre-requisite Setup...

When trying for successful ERP implementation, it's important to be confident that you have the right partner who knows your companies industry inside and out. You want a partner that has experience and successes that reflect your individual goals for your company. While this seems simple, finding the right implementation partner and having a successful implementation can be difficult. When implementing a new ERP system like QAD ERP or Dynamics AX, you want to be...

What is Item Number Replacement? One of the lesser known additions to the Enterprise Edition of QAD is functionality around: Item Number Replacement, Cross-Sell, Up-Sell during Sales Order Entry. This is above and beyond the long-existing Customer Item functionality in Standard Edition. The relatively new functionality provides order entry personnel with directed prompts to replace an obsolete item, or to direct them to attempt a cross-sell or up-sell based on...

Overview This blog will discuss the capabilities of internal audit in QAD along with its benefits. Internal audit is an organization which examines a businesses workflows in order to ensure compliance with their processes and controls. An internal audit includes evaluating and assuring compliance with laws and regulations.  This process provides added value to management and the board of directors. It aids by reassuring them that imperfection in a process...

Overview Excel Integration, also referred to as Excel Imports depending on your version of QAD, allows you to easily create and edit large numbers of records creating.  You can quickly make changes to entire data sets rather than having to individually edit the records. This blog will cover how Excel Integration/Import in QAD can benefit you and your company along with where it is available. How Can Excel Integration Benefit...

In this blog, part two of the QAD EQMS series, we will cover what features in QAD EQMS benefit the manufacturing department of a company. If you are interested in an overview of EQMS or how it benefits the Engineering or Sales departments click here for part one of the series. Manufacturers face pressure to improve initial quality. This results in faster product life cycles, increased dependence on suppliers and...

Overview QAD EQMS is a fully integrated enterprise quality management system. It includes a preventative approach that aims to build quality into the process rather than trying to implement it separately or after the fact.  This preventative approach builds quality into the process from the beginning. We will break QAD EQMS into four parts based on how it is used in different departments: Engineering and Sales, Manufacturing, Quality and Inventory,...