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 Distribution
QAD Item Attributes and Quality Control (IAQ) and Extending the Item Master
Posted on: April 28, 2016 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution
With the release of QAD 2015 Enterprise Edition, QAD introduced new functionality called QAD Item Attributes and Quality Control (IAQ). IAQ has robust functionality in a number of areas, including the following: Item Attributes Inventory and Lot Attributes Test Specifications Quality Control for WIP and Production Certificate of Analysis IAQ Integration with QAD QMS In this article we will focus on the first item above, Item Attributes, which addresses a...
QAD EE Improved Security
Posted on: April 21, 2017 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
As QAD users upgrade to QAD’s Enterprise Edition, they are seeing the added benefits and controls that exist in EE that did not exist in prior versions. Three simple improvements that should be noted are the following: Role Based Security Segregation of Duties Transactional Restrictions and Blocking User Roles can be defined by a given company, with users added to Roles and menu level permissions added to Roles. With...
QAD Item Attributes and Quality Control (IAQ) and Inventory and Lot Attributes
Posted on: June 30, 2016 | By: Tim Lovely | QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Practice News
As previously discussed, with the release of QAD 2015 Enterprise Edition, QAD introduced new functionality called QAD Item Attributes and Quality Control (IAQ). IAQ has robust functionality in a number of areas, including the following: Item Attributes Inventory and Lot Attributes Test Specifications Quality Control for WIP and Production Certificate of Analysis IAQ Integration with QAD QMS Previously, the first item above, Item Attributes, was discussed. Item Attributes addresses a...
Sharepoint Promotes and Supports the Logan Consulting Implementation Methodology
Posted on: June 30, 2017 | By: Tim Lovely | Microsoft Dynamics AX/365, Microsoft Dynamics GP, QAD Manufacturing, QAD Business Process, QAD Distribution, Professional Services, Microsoft Dynamics Business Central, QAD Financials, Microsoft Dynamics CRM
ERP implementation projects are complex. Management of internal and external client resources, consultants, multiple vendors, rigid timelines, detailed plans, tight budgets, a myriad of tasks and checklists can be difficult. Logan Consulting has adhered to a simple yet effective ERP implementation methodology for years, which has led to its successful track record. As Sharepoint has advanced in functionality over the years, it has become an integral tool to support the...
QAD EE Chart of Accounts Confirmation Through Historical Trial Balance Conversion
Posted on: May 30, 2017 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
Logan Consulting stresses the need to define your GL Chart of Accounts and supporting data structure early in any EE implementation. Once a GL account is referenced by a transaction, changes to account attributes are sometimes difficult to make. Prior to the first Conference Room Pilot, Logan Consulting recommends tells its clients not only to define the Chart of Accounts, but also advises its clients to set it up in...
QAD EE Correction Invoices
Posted on: June 24, 2019 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution
Historically in QAD, any corrections to a posted Sales Order Invoice would normally be done through the creation of an adjusting invoice in Pending Invoice Maintenance. A negative line item with the original (incorrect) Item, Quantity and / or Price would be entered, followed by an additional line with the corrected Item, Quantity and / or Price. This process corrected key historical data for sales, sales history, and salesperson history,...
QAD EE Improved Serialization Tracking Gains Traction
Posted on: June 24, 2019 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution
One of Logan Consulting’s medical device clients is implementing QAD’s enhanced serialization functionality to allow for enhanced tracking of a serialized unit within an inventory lot. Our client, a long-time QAD user, embraced the new functionality and learned it with no outside assistance. Although not in use for our client, the new serialization functionality also allows for managing a unique License Plant Number (LPN) that containerizes inventory to allow for...
Formal ERP Go-Live Approval and Tools
Posted on: September 25, 2018 | By: Tim Lovely | Microsoft Dynamics Manufacturing, Microsoft Dynamics Business Central, QAD Financials, Microsoft Dynamics CRM, Microsoft Dynamics AX/365, Microsoft Dynamics GP, QAD Manufacturing, QAD Business Process, QAD Distribution
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...
Automate Your Accounts Payable – QAD’s Evaluated Receipts Settlement
Posted on: March 29, 2019 | By: Andy Vitullo | QAD Distribution, Professional Services, Uncategorized, QAD Financials, QAD Business Process
Included with your QAD Enterprise Edition Bundle of Software are several programs that enable Evaluated Receipt Settlement (ERS). ERS is an automation tool that converts an electronic purchase order receipt into a supplier invoice. Critical to ERS processing are accurate purchase orders. Accurate purchase orders imply accurate purchase order lines with accurate quantities, accurate units of measure and accurate pricing. The packing list number on the shipment from the supplier...
MSW/PSW – Scheduling Workbenches
Posted on: March 24, 2019 | By: Tim Lovely | QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials
They are still out there! Microsoft Excel Spreadsheets used for planning and scheduling. Many QAD clients continue to utilize them because they are not aware of alternatives or simply have always done it that way. They often spend hours each week re-keying inventory, planning and scheduling data from their QAD ERP application. During a recent QAD EE upgrade Scoping and Planning project, Logan Consulting inquired about the use of MRP...












