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...


Using Journal Entry Templates at Month-End Closing

Posted on: February 13, 2025 | By: Alexa Leitner | QAD Financials, QAD Business Process

Month-end close is busy for accountants, so any reduction in time spent on repetitive tasks is appreciated. Using QAD’s import function with Excel-based journal entry templates can both streamline the process and improve accuracy. Increased Efficiency and Time Savings Excel templates can be designed so that they require minimal interaction before loading. A combination of formulas, lookups, and appropriate formatting can allow accountants to standardize every entry. The accountant then...


Financial Reporting and Compliance in QAD

Posted on: January 21, 2025 | By: Alexa Leitner | QAD Business Process

In the realm of enterprise resource planning (ERP) systems, financial reporting and compliance hold critical importance. QAD, tailored for global manufacturers, offers a robust suite of tools to streamline financial operations and ensure adherence to ever-evolving regulatory requirements. This blog explores how QAD enhances financial reporting and compliance, providing value to organizations across industries. Streamlined Financial Reporting Effective financial reporting is foundational for making informed business decisions. QAD simplifies this...


Logan’s Approach for Effective QAD Training

Posted on: January 21, 2025 | By: Alexa Leitner | ERP Selection, QAD Business Process

In the rapidly evolving business landscape, ensuring your QAD team is adequately trained is a cornerstone of organizational success. ERP systems are the backbone of many manufacturers and distributors, streamlining operations and providing critical business insights. However, the true value of these systems can only be realized if your team is equipped with the knowledge and skills to utilize them effectively. In this blog, we will explore practical steps to...


Supplier Milk Runs in QAD

Posted on: January 15, 2025 | By: Alexa Leitner | QAD Business Process

In today’s manufacturing and supply chain environment, efficiency is key. Companies are continually looking for ways to streamline operations and optimize their processes, particularly when it comes to sourcing materials. One solution that can significantly improve supply chain management is the "Supplier Milk Run" functionality in QAD. This capability enables businesses to enhance their supplier relationships, reduce transportation costs, and improve inventory management.  What is Supplier Milk Run?  A Supplier...


Minimizing ERP Upgrade Timeline

Posted on: March 25, 2024 | By: Meaghan Andrews | QAD Manufacturing, QAD Business Process, QAD Distribution

With the release of QAD's new AUX 2024 and O3 version, many of our clients are in the process of or seriously contemplating upgrading their current QAD version. While the tools and processes to assist in the upgrade have improved and continue to improve, we do not believe there is an "Easy Button" yet available to push and if not taken seriously, the upgrade process can be time-consuming and fraught...


2024 Transform Americas Recap

Posted on: November 27, 2024 | By: Guy Logan | QAD Practice News, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution

The QAD Transform Americas Conference, held from November 4 to 6, 2024, at Chicago's Fairmont Millennium Park Hotel, brought together manufacturing and supply chain leaders from across the Americas. This event provided a platform for industry professionals to engage in thought leadership, networking, and education, focusing on the necessity of transformation in today's dynamic business environment. It was QAD’s first conference in the USA since the COVID-19 pandemic.     ...