Currency and Exchange Rate Capabilities in QAD

Posted on: February 18, 2022 | By: David Kwo | QAD Financials

QAD's currency and exchange rate-related capabilities allow users to define and track various types of relevant currencies and exchange rates, making it simpler to organize and complete cross-currency transactions, track and analyze realized gains and losses, and keep up with the frequency regulations of different entities. Defining Currencies Users can create currencies in the Currency Create tab, applying a currency code (an ISO standard code), short description, decimal description (cents,...


QAD EE Data Conversion Tracker – Use, Data Elements and Metrics

Posted on: June 29, 2020 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution

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...


EMT/EDI and Third Party Logistics Provider Integration in QAD EE

Posted on: June 29, 2020 | By: Tim Lovely | QAD Financials, QAD Practice News, QAD Manufacturing, QAD Business Process, QAD Distribution

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...


QAD EE Upgrade and Implementation Planning during Covid-19

Posted on: March 31, 2020 | By: Tim Lovely | QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, ERP Selection

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...


QAD EE – The Power of .Net Browses

Posted on: September 26, 2019 | By: Tim Lovely | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

As companies implement QAD EE and its .Net interface when they convert from other ERP systems or as they upgrade from previous versions of QAD’s ERP software, the power of browses continues to impress! Power users and IT teams who understand where QAD EE data resides can easily create browses which can be used on an ad hoc basis or linked to a menu and accessed by all users who...


Enterprise-Wide Global Standards

Posted on: September 26, 2019 | By: Cliff Oman | Professional Services, Microsoft Dynamics Manufacturing, M&A, QAD Financials, QAD Practice News, Microsoft Dynamics AX/365, ERP Selection, QAD Manufacturing, QAD Business Process, QAD Distribution

Enterprise-Wide Standards - (Business Systems Solution and the ERP Core) Most companies strive for a standardized Enterprise-Wide Business Solution, including a standardized ERP Enterprise software package as the core of the Enterprise-Wide Business Systems Solution. This can be accomplished by standards or through transformations. As part of the integration/migration; certain coding and configuration standards for a variety of configurations and/or fields should be established and followed globally. When establishing these...


Manufacturing Variances Defined & Explained

Posted on: September 25, 2019 | By: Cliff Oman | QAD Financials, QAD Manufacturing, QAD Business Process

Manufacturing companies usually have a business goal of increasing the company’s revenue and improving profit margins. To accomplish this a company needs to understand their manufacturing costs and how to manage and improve costs. The cause and effect of costing and manufacturing related processes usually will cause variances. Understanding these variances really starts with understanding what are the variances that are created and the cause of these variances. If your...


Leveraging Web Service Call and QXtend to Expose QAD EE Data in SAP

Posted on: September 24, 2019 | By: Tim Lovely | QAD Financials, ERP Selection, QAD Business Process, QAD Distribution

One of Logan Consulting’s long-standing clients is considering a strategy of standing up a hybrid ERP model for its US operations, leveraging its existing SAP footprint for financials and PLM, while migrating its US plants off of their existing ERP applications to QAD’s Enterprise Applications Enterprise Edition (QAD EE). In order to support this long-term strategy, tight integration between SAP and QAD EE will be important for financial users who...


What is your Business System Strategy for Accounting for Tariffs?

Posted on: September 20, 2019 | By: Andy Vitullo | QAD Financials

The current US  trade climate in 2019 involves the use of tariffs to apply economic pressures on United States trading partners. The overall strategy is intended to create an outcome more favorable to US businesses and the greater US economy. If you are a US business with operations in China, these tariffs are having an immediate impact on the price of inbound material, as well as, creating downward pressure on...


QAD EE Correction Invoices

Posted on: June 24, 2019 | By: Tim Lovely | QAD Manufacturing, QAD Business Process, QAD Distribution, QAD Financials, QAD Practice News

Historically in QAD, any corrections to a posted Sales Order Invoice would normally be done through the creation of an adjusting invoice in Pending Invoice Maintenance. A negative line item with the original (incorrect) Item, Quantity and / or Price would be entered, followed by an additional line with the corrected Item, Quantity and / or Price. This process corrected key historical data for sales, sales history, and salesperson history,...