Increase Supply Chain Efficiency and Execution with QAD ERP

Posted on: November 5, 2018 | By: Sarah Hoagland | QAD Business Process, QAD Distribution

Implementing an ERP system that complements your organizations supply chain while improving efficiency is crucial for success. Customer satisfaction can make or break the customer’s idea of the company and with a successful supply chain, delivery will leave the customer satisfied. With QAD ERP, your organization will have visibility of your supply chain and the ability to manage procurement, distribution, and production planning. With mobile approvals, you can manage your...


Formal ERP Go-Live Approval and Tools

Posted on: September 25, 2018 | By: Tim Lovely | Microsoft Dynamics 365 for Financials, Microsoft Dynamics AX/365, Microsoft Dynamics Business Central, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

In prior articles, Logan Consulting discussed its focus on data approvals by the business prior to go-live events. It is also important to follow a formal standard of seeking approval from a project Steering Committee for the Go-Live. Logan Consulting recommends a minimum of two formal meetings with the Steering Committee prior to Go-Live. The first meeting should be held after the final Conference Room Pilot (CRP) and the second...


Reminder for Better QAD Intercompany In-Transit Management

Posted on: September 24, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

Time and again we see QAD clients struggle with the management of in-transit shipments and quantities, especially for movement of product between divisions internationally. Where possible, we encourage the use of EDI to support this process, utilizing the following basic approach to allow the business to gain visibility and control of in-transit. Sales Order Shipper created for shipment Sales Order Shipper confirmed Shipment ASN Export creates an ASN Document Import...


QAD Reporting Framework (QRF) and Email Bursting

Posted on: September 23, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

QAD’s Reporting Framework (QRF) is a very useful tool for formatting customer-facing documents such as Invoices and Sales Order Acknowledgments with less of a need for Progress programming skills than may have been needed to customize and format these documents in prior versions of QAD with no QRF. In a recent implementation of QAD 2016 EE, Logan Consulting worked with its client to implement the following: QRF Invoice and Sales...


Important Considerations in Defining a Phased Implementation Approach

Posted on: September 22, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

Multi-site and/or Multi-business ERP rollouts require careful planning. Let’s discuss some key drivers and options for the sample business below: One large US Manufacturing facility, with shipments direct to customers and to international Distribution Centers One medium size European Distribution Center, which Purchases product from the US and ships within Europe One small APAC Distribution Center, which Purchases product from the US and ships within the APAC region. Multiple non-operational...


Lot Control Level in Regulatory Attributes Control File

Posted on: September 21, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Manufacturing

QAD’s Regulatory Attributes Control File, part of its Compliance functionality often used by Medical Device manufacturers, provides a powerful control over management of lots within a domain. The Lot Control Level is an important consideration in the implementation of Compliance functionality. The settings are discussed below: Lot Control 0 – This setting indicates that there will be no checks for Lot/Serial numbers when transacted. A Lot/serial number can be re-used...


Focus on Project Team training workshops prior to Conference Room Pilot

Posted on: June 3, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

As part of the Logan Consulting ERP Implementation Methodology, the Validation and Testing Phase calls for two Conference Room Pilots, commonly known as CRP’s. In advance of the first CRP, the Core Project Team is responsible for documenting and gaining approval for CRP test scripts, which should represent the business process related test scenarios that the ERP functionality must support at Go-Live. CRP’s are formal testing events, during which the...


ERP Cutover – Review Master Data Change and Addition Forms

Posted on: June 2, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

A small but often missed item as part of a new ERP implementation is reviewing any forms that are needed to manage new additions or changes for key master data such as Suppliers, Customers, and Customer Ship-to’s. Companies often use internal web portal forms, Microsoft Excel forms or Microsoft Word Documents to take requests and manage the approval process for these changes or additions. New ERP systems often require additional...


ERP Go-Live Data Reconciliation and Approval Process Using SharePoint

Posted on: June 1, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

In prior articles Logan Consulting has discussed its pervasive use of SharePoint to function as a repository for all project documents and to help manage and execute Logan Consulting’s ERP Implementation Methodology. This post focuses on using SharePoint to manage and store all approvals for the final cutover weekend conversion of dynamic data such as open Accounts Payable, open Accounts Receivable, open Sales Orders, open Purchase Orders, on hand Inventory,...


Master Data Audits and Approvals Prior to Cutover Critical to Success of Dynamic Data Conversion

Posted on: May 30, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

Cutover weekends for large ERP implementations are often stressful events. Detailed cutover checklists must be developed in advance with all system and non-system tasks documented for completion by specific date and time with assigned owner. One of the most important tasks over a cutover weekend relate to the conversion of dynamic data such as open Accounts Payable, open Accounts Receivable, open Sales Orders, open Purchase Orders, on hand Inventory, and...