Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Category: QAD Business Process
Modernizing Procurement: How QAD’s Global Requisition System Transforms Requisition Management
Posted on: May 21, 2025 | By: Alexa Leitner | Uncategorized, QAD Business Process
In today’s fast paced world, procurement in manufacturing and distribution has to be efficient. Many companies, however, still rely on paper forms, email chains and spreadsheets. While that might still work in our modern world, it comes with some serious downsides. QAD’s Global Requisition System (GRS), when used with the new AUX WebUI, offers a better way. You get an automated digital workflow that matches how your business operates. Here...
Helping Seasoned ERP Users Embrace Change: Lessons in Motivation, Design, and Respect
Posted on: May 14, 2025 | By: Alexa Leitner | QAD Business Process
We consistently have heard from our clients who are in the midst of a transformational ERP or Business Process project is their biggest challenge isn’t always the technology—it’s people. More specifically, it’s helping experienced, skilled, and sometimes skeptical ERP users adopt new best practices and modernized processes. Many of the individuals driving day-to-day operations in manufacturing organizations have spent years, sometimes decades, perfecting their methods. So, when an ERP project...
QAD Pauses O3 Rollout to Launch “Operation Bug Kill,” Refocusing on AUX Stability Under New CEO Sanjay Brahmawar
Posted on: May 14, 2025 | By: Alexa Leitner | QAD Practice News, QAD Business Process
At a recent global partner network meeting held in Athens, Greece, QAD unveiled a major shift in its product strategy. The announcement came directly from newly appointed CEO Sanjay Brahmawar, who confirmed that QAD will pause its previously communicated plans to transition to the O3 platform. Instead, the company will prioritize a new initiative known as “Operation Bug Kill,” with an intensified focus on perfecting its Adaptive UX (AUX). Rather...
Handling Customer Returns (RMAs) In QAD
Posted on: May 14, 2025 | By: Alexa Leitner | QAD Business Process
In any business, returns are inevitable—whether due to defects, customer dissatisfaction, or order errors. Managing these returns efficiently can make a significant difference in customer satisfaction and operational efficiency. That’s where the RMA (Return Material Authorization) process in QAD comes into play. What is an RMA? RMA (Return Material Authorization) is a formal process used to manage the return of products from customers. It ensures that returns are tracked, validated,...
Spring 2025 QAD Midwest User Group Conference: Key Takeaways for Clients Navigating Uncertainty
Posted on: April 15, 2025 | By: Alexa Leitner | QAD Practice News, QAD Business Process
The QAD Midwest User Group recently held its annual Spring Conference in Cleveland, Ohio, amid a time of considerable change at QAD. For those unable to attend, the event provided meaningful insights into QAD’s current direction—and the mindset of its most experienced customers. Since the last Fall Conference in Grand Rapids, QAD has seen significant executive and strategic shifts. Over the past month, the company has replaced its CEO and...
Unlocking Customization in QAD WebUI: A Guide to Front-End and Back-End Enhancements
Posted on: March 19, 2025 | By: Alexa Leitner | QAD Practice News, ERP Selection, QAD Business Process
As businesses continue their digital transformation, understanding and customizing enterprise resource planning (ERP) systems like QAD is essential. Understanding QAD Customization QAD has evolved through multiple user interfaces, from the character-based CHUI to the .NET UI and now to the web-based AUX WebUI. With this transition, customization approaches have also shifted, offering new opportunities and challenges. Customizations primarily occur during the design, development, validation, and testing phases. Key tasks include...
QAD West Coast User Group Spring 2025 Conference
Posted on: March 19, 2025 | By: Alexa Leitner | QAD Business Process
QAD West Coast User Group Spring 2025 Conference April 13-15, The Hilton Garden Inn, Carlsbad Beach, CA. This year, the QAD West Coast User Group (WECUG) Spring Conference 2025 will be held at the Hilton Garden Inn, Carlsbad Beach, California. Logan Consulting Speaker Sessions at WECUG TRACK# 1 - Implementation & Upgrade Success Strategies Date: Tuesday, April 15 Time: 11:30AM - 12:30PM Speaker: David Kwo – Logan Consulting QAD implementations or...
ERP Cutover Planning and Detailed Cutover Checklist Management
Posted on: March 12, 2025 | By: Alexa Leitner | ERP Selection, QAD Business Process
Logan Consulting’s high-level ERP cutover planning ensures a smooth Go-Live with detailed checklists, readiness tracking, and structured execution. Details Cutover Planning for any ERP Go-Live event should start early in the project life cycle. Later in a project, the Project Team is often completely focused and immersed in completing the Development Phase of a project, including technical development, data conversion testing, and work instructions and moving into the Validation and...
Customer Activity Dashboard in AUX
Posted on: February 18, 2025 | By: Alexa Leitner | Uncategorized, QAD Business Process
The Customer Activity Dashboard in QAD AUX is a one stop shop for reviewing customer balances, invoices, and payments across entities. At a glance, the Dashboard also gives users the ability to review credit limits, open sales order amounts, and total exposure across entities. This is a powerful tool that can be used to avoid navigating through many screens to get the same information. Here are some key features...
Getting the Most from QAD in 2025
Posted on: February 13, 2025 | By: Alexa Leitner | QAD Business Process
As a QAD ERP client, you understand the importance of staying ahead in an ever-evolving manufacturing landscape. While the transition to O3 will eventually bring significant advancements, there are several strategic actions you can take now to maximize your current QAD ERP system and ensure a smooth transition when the new version becomes available. Here are the best steps you can take while waiting: Optimize Your Current QAD ERP System...












