Opening Periods in D365 for Data Management Imports

Posted on: June 19, 2020 | By: Joncarl Luckett | Uncategorized, Microsoft Dynamics AX/365, Professional Services

During an implementation, one of the most important steps is importing old GL data. Prior to uploading historical GL balances, you must open those historical periods. Without opening the historical periods, you will not be able to upload any historical balance. In this blog I will illustrate how to effectively and efficiently open and close GL periods and provide some useful tips and tricks to make your data import job,...


Benefits and Drawbacks of Dynamics 365 On-Premises Deployment

Posted on: November 19, 2019 | By: Jarrod Kraemer | Uncategorized, Microsoft Dynamics AX/365

Welcome back to the second blog in this mini-series. This month we are looking at, you guessed it, the benefits and drawbacks of hosting Dynamics 365 on-premises. Even with all advantages that come with Dynamics 365 in the cloud, some businesses may still prefer to implement on-premises. It could be that they don’t feel that they’re ready to make a move to the cloud, or that they’ve recently invested in...


Anything as a Service (XaaS)

Posted on: November 11, 2019 | By: Robert Joynt | Uncategorized

What is it? Everything as a service is a new trend among manufactures and retailers. It is the practice of selling a service when in the past you would be selling the same thing as a product. The aerospace industry uses this practice for engines on airplanes. Instead of investing capitol in an engine for an aircraft you now can pay per hour of use of the engine. This turns...


Production Sequencing in D365

Posted on: April 5, 2019 | By: Robert Joynt | Uncategorized, Microsoft Dynamics Manufacturing

In today’s competitive production environment many manufacturers are running as lean as possible. It is important to always be looking for ways to minimize expenses. When producing different variations of a similar product, a great way to minimize expense is to minimize setup times. The more time that you can spend producing a product, rather than setting up to produce a product, the better. Microsoft Dynamics 365 for Finance and...


Automate Your Accounts Payable – QAD’s Evaluated Receipts Settlement

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

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 | Uncategorized, QAD Financials, Professional Services

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 | Uncategorized, QAD Financials, QAD Business Process

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 | Uncategorized, QAD Financials, QAD Practice News, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution

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...


QAD Knowledgebase an Effective Tool for Users and Support Team

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

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 | Uncategorized, QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution

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...