Securing Item Master Data

Posted on: January 17, 2020 | By: Brian Clark | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

One of the complex processes defined during any ERP implementation project is the creation and maintenance of item master records. Often, users in different roles of an organization are required to maintain data elements relevant to their role, but should be restricted from changing those outside their jurisdiction. QAD Enterprise Edition addresses this requirement in several ways: The first way is menu security. The main frames of the item master...


QAD’s Adaptive Applications and QAD Adaptive ERP

Posted on: December 31, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

In 2019 QAD rebranded its solution portfolio to be called QAD Adaptive Applications. Its main ERP application will be called QAD Adaptive ERP. One of the main purposes was to reflect how QAD can adapt to constantly changing business conditions with more speed and agility. The QAD portfolio will also include a related and supporting solutions such as QAD Supplier Portal, QAD Cloud EDI, and  QAD Automated Solutions, all of...


Use 2020 to Plan Your QAD Enterprise Edition Implementation

Posted on: December 31, 2019 | By: Tim Lovely | Professional Services, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

With many companies still on older version of QAD's Enterprise Applications software, 2020 is a great time to evaluate the many benefits of moving to QAD's Enterprise Edition and Adaptive ERP. QAD has made many improvements over the years to its software including most recently it Adaptive User Interface/Experience and portfolio of cloud-based applications. The most effective implementations of QAD solutions result from a through Scoping and Planning effort resulting...


Sales Tax Series Blog 6 – Sales and Use Tax 3rd Party Bolt-On Software

Posted on: December 30, 2019 | By: Andy Vitullo | Microsoft Dynamics Manufacturing, QAD Distribution, QAD Financials

Previous blogs in this series described the complexities of Sales and Use Tax configurations in ERP. If your business requires a 3rd party bolt-on software package, the following requirements should be considered.  Tax Rate Database o Integration to the tax rate database should be seamless. The software should include a connection to transactions including quotes, sales orders, invoices, purchase orders and accounts payable transactions. o Tax rate updates should...


Sales Tax Series Blog 5 – ERP Challenges

Posted on: December 30, 2019 | By: Andy Vitullo | ERP Selection, Microsoft Dynamics Manufacturing, QAD Distribution, QAD Financials

Ensuring a sound United States sales tax configuration in your ERP system can be a challenging endeavor. Your business needs to consider the following. How many U.S. states does the business have Nexus? (Nexus is the relationship between a business and a state that requires the seller to register, collect, and remit sales tax on sales made in the state). What is the jurisdiction level of detail required for tax...


Testing with Migrated Data

Posted on: September 30, 2019 | By: Brian Clark | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

Virtually every ERP implementation entails the testing of business processes as well as the migration of data. One thing that is easy to overlook, however, is testing business processes with migrated data. As development and testing environments are populated with data to facilitate unit and conference room piloting, there is a tendency to test different scenarios with the same data over and over again. While the processes may end up...


Shipping Rules – Not just for ASN’s…

Posted on: September 27, 2019 | By: Brian Clark | QAD Business Process, QAD Distribution

Introduced in Enterprise Edition, Shipping Rule functionality offers an opportunity for QAD users to tighten up data accuracy during the shipping process. For QAD installations in the automotive vertical, EDI plays a major role in the communication of requirements and shipment information with the customer. In QAD Standard Edition, users typically had to wait until the ASN Export screen to populate relevant variables for a successful outbound ASN. With Shipping...


QAD EE – The Power of .Net Browses

Posted on: September 26, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

As companies implement QAD EE and its .Net interface when they convert from other ERP systems or as they upgrade from previous versions of QAD’s ERP software, the power of browses continues to impress! Power users and IT teams who understand where QAD EE data resides can easily create browses which can be used on an ad hoc basis or linked to a menu and accessed by all users who...


Enterprise-Wide Global Standards

Posted on: September 26, 2019 | By: Cliff Oman | ERP Selection, M&A, Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing, Professional Services, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

Enterprise-Wide Standards - (Business Systems Solution and the ERP Core) Most companies strive for a standardized Enterprise-Wide Business Solution, including a standardized ERP Enterprise software package as the core of the Enterprise-Wide Business Systems Solution. This can be accomplished by standards or through transformations. As part of the integration/migration; certain coding and configuration standards for a variety of configurations and/or fields should be established and followed globally. When establishing these...


Leveraging Web Service Call and QXtend to Expose QAD EE Data in SAP

Posted on: September 24, 2019 | By: Tim Lovely | ERP Selection, QAD Business Process, QAD Distribution, QAD Financials

One of Logan Consulting’s long-standing clients is considering a strategy of standing up a hybrid ERP model for its US operations, leveraging its existing SAP footprint for financials and PLM, while migrating its US plants off of their existing ERP applications to QAD’s Enterprise Applications Enterprise Edition (QAD EE). In order to support this long-term strategy, tight integration between SAP and QAD EE will be important for financial users who...