IT Budgeting During Covid-19: 4 Forward Thinking Strategies Manufacturers Should Consider

Posted on: July 27, 2020 | By: Sarah Reitmeister | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution, Professional Services

In the wake of the Covid-19 outbreak, manufacturers across the globe have made difficult decisions to keep up with the rapidly changing demands of the market and to mitigate unforeseen and often devastating risks to their businesses. Whether it be supply chain disruptions, factory shutdowns, or under- or over-production of inventory, almost all industries have felt the wide-reaching effects of the pandemic. As budgeting season rolls around, it is important...


Peoples Republic of China Financials and QAD Enterprise Applications

Posted on: June 30, 2020 | By: Andy Vitullo | QAD Financials

The Peoples Republic of China (PRC) require monthly filings of statutory compliant income statements and balance sheets for each China operating entity.  QAD has constructed a solution enabling companies to meet this requirement.   The Regional Balance Sheet and Regional Income Statement menu programs will generate these statements. To enable this functionality in your China domain or domains, several configurations must be completed.  They include: Creation of an alternate chart of...


QAD ERP Financial Reporting

Posted on: June 30, 2020 | By: Andy Vitullo | QAD Financials

QAD’s ERP software provides several reporting tools.   Those tools include data views and browses, reporting framework reports and financial reporting tools. The Financial Report Writer (FRW) features a wide range of functionality. Near Real Time Reporting : As financial transactions are posted to the general ledger, a background process runs to refresh the FRW data set.  This enables FRW reports to have hourly and daily views of the financial results....


QAD EE Data Conversion Tracker – Use, Data Elements and Metrics

Posted on: June 29, 2020 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution

For complex QAD Enterprise Applications projects, the importance of a concise and accurate Data Conversion Tracker managed in Microsoft Excel or SharePoint is critical to a successful cutover. During the last several weeks leading up to a Go-Live, management of the static, master, and dynamic data; along with the data ownership and status is important, as is the ability to view status metrics at any given time to view progress...


EMT/EDI and Third Party Logistics Provider Integration in QAD EE

Posted on: June 29, 2020 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution

Years ago Logan Consulting started working with its clients on various requests from them to develop tighter integration with third partner logistics providers and warehouse partners (abbreviated 3PL, or sometimes TPL). This originally included very custom approaches to order processing within QAD and the added functionality to integrate with a TPL. Over the years, a common model has evolved leveraging standard QAD Enterprise Material Transfer (EMT) and EDI functionality to...


QAD’s Enterprise Material Transfer, EDI and Third Party Logistics Provider Integration

Posted on: March 31, 2020 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

Logan Consulting published similar content several years ago in 2018, complimenting QAD’s EDI and EMT functionality. Since then, Logan Consulting continues to see increased use of QAD’s Enterprise Material Transfer (EMT) and EDI functionality to meet intercompany Direct Ship requirements between International Entities within an organization. This functionality has been especially important lately to medical device companies based on the United States working through sales offices in Europe and with...


QAD EE Upgrade and Implementation Planning during Covid-19

Posted on: March 31, 2020 | By: Tim Lovely | QAD Financials, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution

With most companies facing severe tactical and strategic adjustments due to the Covid-19 virus, the majority of our clients are finding creative ways to keep important projects moving forward. On the surface the greatest impact of this difficult period on projects is potential reduced spending, having most of not all team members and consultants working remotely, and limited or stopped travel inhibiting important face-to-face meeting time for team members. For...


Supplier Invoice Management using QAD’s Enterprise Edition Financials 

Posted on: March 30, 2020 | By: Andy Vitullo | QAD Financials

The Procure to Pay work-stream contains processes with business internal control concerns. Those processes can include creation of new suppliers, the processing of purchase requisitions, the processing of purchase orders, inbound material receiving, supplier invoice processing and finally the settlement of supplier’s invoices through a business’s banking system. While businesses have upstream controls, it is critical that a supplier invoice is processed only when evidence of approval is available for...


Logan Consulting Transaction Taxes Implementation Experience

Posted on: March 30, 2020 | By: Andy Vitullo | QAD Financials, QAD Business Process

Over the last 25 years, the Logan Team has implemented ERP software with varied transaction tax configurations. These configurations include, US Sales and Use Taxes, Canadian Value Added Taxes, Mexico Value Added Taxes along with Supplier withholding taxes, European Value Added taxes, and Chinese Value Added Taxes. Our Logan Team can provide top down business management consulting to enable a sustainable transaction tax solution. Business Processes for master data creation...


Securing Item Master Data

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

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...