Category: QAD Financials

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...

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...

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...

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'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...

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...

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...

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’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...

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...