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Written By Kimia Minafar As organizations prepare for fiscal year-end, one critical process in Microsoft Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) is managing year-end adjustment entries. D365 has a useful option to allow companies to post their closing period adjustments as ‘closing’ transactions in a separate period, called Period 13, instead of posting the adjustments as ‘operating’ transactions in an operating period, Period 12. This special posting...

In the energy sector, accounting teams face increasing pressure to manage complex financial processes while ensuring accuracy, transparency, and compliance. From joint venture accounting to asset management and regulatory reporting, traditional manual systems often create bottlenecks that slow down operations and increase the risk of error. That’s where Microsoft Dynamics 365 Finance comes in, bringing automation, integration, and real-time insight to help energy companies modernize financial management from the ground...

In today’s fast paced world, procurement in manufacturing and distribution has to be efficient.  Many companies, however, still rely on paper forms, email chains and spreadsheets.  While that might still work in our modern world, it comes with some serious downsides.  QAD’s Global Requisition System (GRS), when used with the new AUX WebUI, offers a better way.  You get an automated digital workflow that matches how your business operates.  Here...

The Customer Activity Dashboard in QAD AUX is a one stop shop for reviewing customer balances, invoices, and payments across entities. At a glance, the Dashboard also gives users the ability to review credit limits, open sales order amounts, and total exposure across entities. This is a powerful tool that can be used to avoid navigating through many screens to get the same information.    Here are some key features...

While EDI is a standardized solution for data movement to and from business partners, there are different methods to integrating the solution into the back-end application (ERP, TMS, WMS, etc). Integration allows businesses to replace tediously sending paper documents and manual data entry that often requires additional resources to keep up with the growing demands between businesses. Integration allows for a cost reduction by reducing the number of resources required...

Implementing SRM with AUX for an Automotive application poses several challenges. This article detail some of the solutions we designed to overcome the obstacles. When quoting component parts in automotive the first roadblock we encountered involved identifying what we were quoting. One would think well you quote the part numbers you need to build your product, and that is correct much of the time. SRM functionality is designed out of...

In the face of economic downturns, adaptability and agility become paramount in project management. In this blog post, part three of prioritizing projects in an economic downturn series, we will focus on the third key strategy: embracing adaptability and agility within project management. Key Steps for Adaptability: · Foster a culture of adaptability: cultivate a culture that values adaptability, innovation, and continuous improvement. · Monitor and respond to market trends:...

Summary QAD provides out-of-the box functionality to manage Customer Consignment inventory that integrates all aspects of the process including shipping, tracking consigned inventory, usage reporting, and deferred billing until usage. This blog discusses the setups of the Customer Consignment module and subsequent transaction processing. Customer Consignment Setups The following setup is required when using the Customer Consignment Module: 1. Enable the module in the Inventory section of the Base Control...

This is the second in a series of three blogs that address how to prioritize projects during an economic downturn. In this blog, we discuss maximizing operational efficiency during economic downturns. In times of economic uncertainty, every minute and resource count. Organizations need to maximize operational efficiency and optimize resource utilization. Here, part two of prioritizing projects in economic downturns series, we delve into the second key strategy: streamlining processes...

This is the first in a series of three blogs that address how to prioritize projects during an economic downturn. Economic downturns bring challenges that demand strategic adaptation for businesses. Among the uncertainties impacting businesses, factors such as budget constraints, increased risk, stakeholder expectations, and talent retention become critical considerations. Understanding how an economic downturn will affect businesses and projects provides the foundation for organizations to adapt their strategies to...