Category: QAD Financials

QAD’s Adaptive UX provides a new Planned Orders view that can be used to drive Purchasing activities such as the creation of Requisitions (Approved or Unapproved) and Purchase Orders, or the releasing of Blanket Orders. To access this functionality, go to the Planned Orders hybrid view in AUX, and from the Actions function, select Firm Purchasing. Note: you can use the view filtering functions to limit the Planned Orders (e.g....

This is the second blog in a series of four blogs about customizing business objects in AUX. This blog provides information about pulling forward User Defined Fields in AUX. QAD’s Adaptive UX offers many customizable options to meet the needs of any business. One way is offering User Defined Fields (UDFs) which are predefined fields in the database tables that are not used in QAD business logic. This means that...

QAD EE .NET and AUX uses Customer Payment Statuses to manage the progress of payments received through the system. There are multiple ways to configure payment statuses, depending on your organization’s requirements. At the most basic level, a single Customer Payment status of “Paid” can be setup. All new payments will default to this status, and customer payments received will hit your bank GL account immediately (Debit Bank account, Credit...

QAD EE .NET and AUX allow for the use of an Excel load for cash receipts via Bank File Integration. This offers numerous benefits that streamline the cash receipt process. Excel templates can be created with built-in formulas that reference remittance files provided by customers. Additionally, these templates can be designed to automatically calculate deductions and discounts where applicable. Utilizing such a template can significantly decrease errors associated with manual...

Logan Consulting recently took a manufacturing client live on QAD’s Adaptive ERP using the AUX interface. An extremely large component of this implementation was the use of the QAD Configurator. This client is a manufacturer of custom conveyor belts and pulleys. Over 95% of all orders are custom and require rules-based configuration, often through extremely complex engineering models. Through the QAD Configurator, this client is now able to process orders...

In the fast-paced world of business, staying ahead of the curve requires continuous adaptation and optimization. For businesses relying on ERP and specifically QAD solutions, a thorough understanding of their current operational state is crucial. A Current State Assessment (CSA) is the evaluation of an organization's existing processes, workflows, and pain points. It is a beneficial tool in optimizing efficiency. In this blog post, we dive into the key benefits...

In the life science industry, efficiency, compliance, and adaptability is key for sustained success. The right Enterprise Resource Planning (ERP) solution can play a pivotal role in achieving these goals. One such solution is the QAD ERP system. With its tailored features and industry-specific functionalities, QAD ERP is an ideal choice for companies within the life science sector. In this blog post, we examine three key advantages of QAD ERP...

You have done your research, know your facts and have made the decision to upgrade to QAD EE. QAD EE is an integrated suite of enterprise resource planning (ERP) solutions designed to streamline and optimize various business processes, including manufacturing, supply chain, finance, and more. An upgrade to QAD EE involves migrating to a newer version of the software that brings forth enhanced features, improved functionality, and increased performance. However,...

QAD EE Upgrade Approaches Thinking about upgrade approaches for QAD EE? As most QAD users know, the upgrade to QAD’s Enterprise Applications Enterprise Edition (QAD EE) from older versions of QAD’s ERP software could be a significant undertaking. Prior upgrades over the last 20 years could largely be completed as technical exercises, assuming that few customizations and business processes change. The underlying technical architecture of QAD SE from one version...

In QAD, users can use tools and techniques to maximize their cash flow.  Cash flow forecasting enables businesses to predict more accurately for the future, assess performance, and identify possible cash shortages.  In this blog, we will provide you with insights on maximizing cash flow with QAD. These tools below enable your business to ensure the appropriate cash is received or used at the appropriate times. Inbound Cash Inbound cash...