Category: QAD Financials

For many manufacturers, QAD becomes deeply embedded into daily operations. From production reporting and inventory transactions to purchasing, shipping, EDI, and financial close, QAD often serves as the operational backbone of the business. However, even well-implemented QAD environments can become less effective over time. As organizations grow, acquire new facilities, change supply chain models, introduce automation, or expand customer requirements, the processes originally designed during implementation may no longer align...

The Role of Internal Controls in QAD Finance Processes Strong internal controls are no longer optional. As organizations face increasing regulatory scrutiny, tighter audit requirements, and growing cybersecurity and fraud risks, having effective internal controls embedded into daily operations is essential. The right controls not only protect the business—but also improve accuracy, accountability, and confidence across the organization.  Enterprise resource planning (ERP) systems play a critical role in enforcing internal...

Linked-Site Costing Rules  For manufacturers and distributors operating across multiple sites, maintaining accurate and consistent item costs can quickly become complex. This is where Linked-Site Costing in QAD becomes a powerful tool.   At its core, Linked-Site costing allows you to share item cost data across multiple sites within the same domain. Instead of maintaining separate cost records for each site, you can designate one site as the GL Cost Source Site and link other sites to it. This ensures consistency, reduces maintenance effort, and minimizes...

The Misdiagnosis: Blaming the Engine Instead of the Inputs A common frustration is when MRP output doesn’t match reality. This can show up as shortages on the floor, excess inventory in the warehouse, constant rescheduling and immediate reaction is often to blame the planning engine. Organizations assume the logic is flawed, outdated, or incapable of handling real-world complexity. In practice, MRP is doing exactly what it was designed to do:...

In manufacturing, the plan always looks clean on paper. Demand forecasts align neatly with capacity. Lead times behave as expected. Inventory levels stay within target. Then reality intervenes. A supplier misses a shipment. A machine goes down. A customer changes an order. Production falls behind. The gap between what was planned and what actually happens is the execution gap, and it is one of the biggest operational challenges manufacturers face....

How Small Process Changes Create Big ERP Wins (and Protect EBITDA) When manufacturers talk about improving ERP performance, the conversation often jumps straight to system replacements, large upgrades, or new modules. While those initiatives can deliver value, many of the biggest operational improvements actually come from small adjustments to how teams use their existing ERP system every day. For companies running QAD incremental process improvements can significantly enhance operational performance,...

Selecting a QAD implementation partner is one of the most important decisions organizations make during an ERP transformation. While many firms highlight certifications, team size, or global reach, these metrics alone do not necessarily translate into a successful implementation. Companies evaluating partners should look deeper, focusing on practical experience, proven methodologies, and the ability to support long-term operational success. Certifications Are the Starting Point, Not the Outcome While certifications demonstrate...

Strengthening Journal Entry Controls in QAD: How Sarbanes-Oxley Shaped Today’s Approval Workflows When the Sarbanes-Oxley Act (SOX) was enacted in 2002, finance organizations across the U.S. were pushed into a new era of internal control scrutiny. Designed to restore trust after high-profile corporate accounting scandals, SOX introduced sweeping requirements for financial transparency, accountability, and auditability. For CFOs, Controllers, and accounting teams, this translated into stronger controls around the creation, approval,...

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...

Starting a business can be a daunting task, especially when you consider all the various components that go into it. From managing finances to keeping track of inventory and customer data, the amount of work can become very overwhelming. However, the right tools and technology can streamline and automate many of these processes, making it easier to focus on growing the business. One such tool is Enterprise Resource Planning (QAD...