Implement Deduction Management!

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

QAD's Enterprise Edition Financials has a robust Accounts Receivable Deduction Management tool.  If your customers typically take deductions on their payment remittances, Deduction Managment will enable your Accounts Receivable team to better manage these payment issues. Customers typically take deductions because they believe they are entitled to the deductions.  These deductions can be a result of the following: Discounts are taken outside the discount window. Product Quality issue have resulted...


General Ledger Chart of Accounts Organization

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

As businesses migrate to new ERP systems,  they should consider a refresh of the General Ledger Chart of Accounts.   Typically, the legacy charts have been in place anywhere from 10 to 20 years.   The business has cycled a number of controllers and accounting managers within the life of the legacy system.  Because of the age the legacy system and the lack of continuity of the accounting teams, ERP...


QAD AP Automation

Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials

Business should focus on Transactional Automation for common repeatable transactions.  When approaching automation, the following items should be considered: Is there a return on the investment to automate? Will automation increase transactional accuracy? Are their standard business rules that can be applied to every transactions in the population? Supplier Invoice Processing is a transaction in  QAD's Enterprise Edition ERP that is ripe for automation.  Businesses typically have multiple people processing...


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...


What Are Daybooks?

Posted on: September 19, 2018 | By: Andy Vitullo | QAD Financials

Daybooks, also known as Journals, represent a group of transactions.  In modern accounting software systems, daybooks can represent a collection of transactions from a given day or a collection of transactions from a specific source.  In QAD’s Enterprise Edition (EE) Software daybooks are required to configure and enable use of the EE software. A source programs that create financial transactions will assign a specific daybook to the general ledger. For example, a purchase...


QAD Enterprise Applications and Banking Integration

Posted on: September 19, 2018 | By: Andy Vitullo | QAD Financials

QAD Enterprise Applications software has embedded design to enable ERP Integration with a business’s financial institution.  Financial Transactions typically required for a business can be categorized to inbound and outbound settlement transactions they include:   Inbound ·         Customer Bank Deposits Applied to Open Accounts Receivable. ·         Bank Account Fees. ·         Supplier Checks Presented and Cleared by the Disbursing Bank. Outbound ·         Supplier EFT payment Files ·         Supplier Check Payment Files...


What are the benefits of a Single Database Multi-Domain QAD EE Database?

Posted on: September 19, 2018 | By: Andy Vitullo | QAD Financials

Designing your domain and database architecture is a critical design decision for your business. As your business embarks on a migration project to the QAD Enterprise Edition ERP software, this configuration decision will impact users access to enterprise wide data, the information technology organization’s support model and the organization’s ability to sustain accurate master data across the enterprise.    Accurate master data will ensure a transactional accuracy and impact overall efficiency...