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...


Effective Development Planning for ERP Implementations

Posted on: March 26, 2019 | By: Tim Lovely | ERP Selection, QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News, Uncategorized

Many ERP implementations involve development as part of the project. Development in this context can mean any or all of the following: Development of new functionality to address a functional gap in the softwareDevelopment of customer or supplier facing forms such as a Packing Slip, Shipper, Sales Order Acknowledgement, or Purchase OrderDevelopment of internal or customer facing labelsDevelopment of new reports, inquiries, or browses that present system data in more...


MSW/PSW – Scheduling Workbenches

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

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...


Improved Security Controls in QAD’s Enterprise Edition

Posted on: March 23, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

As we have discussed in the past, QAD’s Enterprise Edition adds more structure and controls to its user security model. The added benefits of the new model continue for our QAD EE clients, with the three high level improvement areas previously noted: Role Based SecuritySegregation of DutiesTransactional Restrictions and Blocking User Roles can be defined by a given company, with users added to Roles and menu level permissions added to...


QAD Knowledgebase an Effective Tool for Users and Support Team

Posted on: March 22, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News, Uncategorized

QAD Inc. has provided best in class Enterprise Resource Planning Solutions for many years to its global manufacturing customer base. QAD also provides excellent support resources for its customers and partners. One of the most utilized and effective support resources is the QAD Knowledgebase. Found via www.QAD.com, users can select the Support option and Knowledgebase. Simple search and filter functionality allow a user to easily find functional and technical support...


QAD DynaSys Demand and Supply Chain Planning

Posted on: March 19, 2019 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing, QAD Practice News, Uncategorized

QAD’s DynaSys Demand and Supply Chain Planning (DCSP) solution was named as a Challenger by Gartner’s August 2018 Magic Quadrant for Supply Chain Planning Systems. DSCP focuses on allowing its users to optimize, analyze, simulate, collaborate and efficiently plan their supply chain activities, with integration to QAD’s ERP applications. Gartner’s Challenger designation indicates a High Ability to Execute and very Completeness of Vision. QAD offers the DynaSys solution as a...


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...