Category: QAD Business Process

Maintaining accurate and auditable General Ledger (GL) balances is a critical part of financial reporting and compliance. AUX streamlines the reconciliation process through its GL Open Items functionality. GL Open Items enables users to perform account reconciliations directly within AUX, eliminating the need for external tracking tools.  What Is GL Open Items?  GL Open Items is a program that allows for detailed tracking of transactions within a GL account by...

Deductions are an inevitable part of managing Accounts Receivable. Whether due to pricing disputes, short shipments, or reasons unknown, customers may reduce the amount they remit and businesses must be prepared to address these scenarios efficiently. AUX provides tools to streamline the tracking, review, and resolution of Deductions. With Deduction Categories, companies can define the appropriate general ledger accounts for different types of write-offs and establish thresholds for automatic approval....

As we continue to work with companies who grow and are required to accomplish more with fewer resources, they inevitably run into the limits of the systems that got them started—especially when those systems are spreadsheets, whiteboards, paper logs, or homegrown Access tools. These tools often work well in the early days. They're flexible, fast, and built by people who know the business inside and out. But as their business...

In the world of ERP, “go live” is often viewed as the finish line, but for all organizations, it’s only the beginning. As day-to-day operations unfold, gaps, inefficiencies, and lingering questions often surface. And while major system overhauls grab attention, it's often the smaller, targeted improvements that yield the most immediate results.  At Logan Consulting, we’ve seen firsthand how focused workshops and short-term initiatives can drive meaningful change, especially in...

In today’s fast-paced manufacturing environment, accuracy and efficiency in inventory costing are critical to informed decision-making and financial integrity. At Logan Consulting, we recently hosted a training session on one of QAD’s most powerful but often underutilized tools: the Periodic Costing component. This functionality allows businesses to automate and streamline FIFO and Weighted Average inventory valuation methods to eliminate time-consuming and error-prone manual calculations in Excel.  What Is the Periodic...

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...

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...

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...

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,...

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...