Category: QAD Financials

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...

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...

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 software Development of customer or supplier facing forms such as a Packing Slip, Shipper, Sales Order Acknowledgement, or Purchase Order Development of internal or customer facing labels Development of new reports, inquiries, or browses that present system...

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...

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...

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...

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...

Section 404 of the Sarbanes-Oxley Law (SOX) is a requirement that management and auditors establish internal controls.  The primary tools, in QAD’s Enterprise Applications, are Role Based Security and Segregation of Duties (SOD). With Role based security, Roles are established to assign: ·        Permissions (Applications Menus) ·        Resources (Users) Users are logically grouped to Roles based on the departments and the tasks they may. Because the Roles, are also a...

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 Security Segregation of Duties Transactional Restrictions and Blocking User Roles can be defined by a given company, with users added to Roles and menu level permissions...

Late last year, a client engaged our Logan Consulting team to support their Segregation of Duties (SOD) initiative.   This was part of an overall plan to shore up their SOX 404 internal control environment.  The primary goal of the engagement was to implement SOD in their QAD 2016EE Environment. The Logan team executed the following: Reviewed and adjusted their role based security model to support SOD. Developed a SOD Deployment...