Sales Tax Series Blog 3 – Consult the Tax Professionals

Posted on: June 30, 2019 | By: Andy Vitullo | Professional Services, QAD Financials

The complex US Sales Tax environment can have cost and risk impact on your business. An accurate ERP Configuration ensures the collection of transactions with appropriate tax calculations. Understanding the comprehensive business conditions for sales tax requires knowledge of Nexus, Exemption Rules for Customers, Exemption Rules for products or services, filing deadlines, filing agencies, form requirements, and evidence-based audit requirements.   Typically, small to medium size businesses lack internal resources...


Early Project Focus on Critical Manufacturing Data Important to ERP Implementation Success

Posted on: June 27, 2019 | By: Tim Lovely | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

In complex manufacturing environments, the maintenance of item master, bill of material, and routing data is critical to accurate costing, planning, and manufacturing. Unfortunately, in many ERP implementations, the focus on this data and the conversion of it from a legacy ERP system to the new ERP system starts too late! Some ERP systems manage this data differently for planning, costing and manufacturing. As a result, it is important to...


The Importance of Pre and Post Cutover Metrics for ERP Implementations

Posted on: June 27, 2019 | By: Tim Lovely | ERP Selection, Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Dynamics Manufacturing, Professional Services, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

Defining specific pre and post cutover metrics is an important step in the planning of a new ERP system. ERP implementations are often seen as projects which reduce on-time shipment performance or throughput, for example. The Project Team needs the ability to reference pre cutover metrics and easily compare them to the same cutover metric to assess the positive or negative impact of the cutover. The Project Team (internal and...


United States Sales Tax Series (Blog 2) – The Complex Sales Tax Environment

Posted on: June 26, 2019 | By: Andy Vitullo | ERP Selection, Microsoft Dynamics AX/365, QAD Financials

This is the second in a series of Blogs regarding Sales Tax environments in the United States. This series will describe general considerations, legal environment and other conditions that create impact your business Sales Tax requirements. The complex environment exists because state legislatures create unique sales tax laws. There are some common conventions across the states. They include: • Sales Tax are calculated based on where the product lands or...


United States Sales Tax Series

Posted on: June 25, 2019 | By: Andy Vitullo | QAD Financials

Over the next few months, we will publish a series of blogs discussing transaction taxes in the United States.   In the US, we refer to these taxes as Sales Tax. These taxes are a percentage of goods or services paid by the recipient.   The legislative rules for these taxes can vary greatly from state to state. Our intent for this blog is to cover the following: The complex transaction tax...


QAD EE Correction Invoices

Posted on: June 24, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News

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 Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

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...


Automate Your Accounts Payable – QAD’s Evaluated Receipts Settlement

Posted on: March 29, 2019 | By: Andy Vitullo | Professional Services, QAD Business Process, QAD Distribution, QAD Financials, Uncategorized

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...


Success! – Implementing GL Consolidation in QAD Enterprise Edition Financials

Posted on: March 28, 2019 | By: Andy Vitullo | Professional Services, QAD Financials, Uncategorized

Our Logan Team and the Strong Financial Client Project Team successfully implemented General Ledger Consolidations. The profile of this implementation was the following: • Multi-Entity • Multi-Domain • Alternate Currency Source Ledgers including Peso and Renminbi • Target US Dollar Currency Consolidation Ledger • 1 year or 12 periods of General ledger History Our results were the following: • The QAD Consolidation of history replicated and balanced the historical consolidation...


Keeping your Customer Accounts Current in QAD Enterprise Applications

Posted on: March 27, 2019 | By: Andy Vitullo | QAD Business Process, QAD Financials, Uncategorized

Accounts Receivable in QAD’s Enterprise Edition Financials offers several different tools to apply payments to open customer invoices. This blog will focus on two manual tools for applying payments. Customer Payment Create and Banking Entry Create are the primary programs used for applying payments. Customer Payment Create is used when the business customer portfolio is generally not complex. This implies that you customer sold to records and your customer bill...