Tag: QAD

Upgrading an ERP (Enterprise Resource Planning) system is a strategic move for organizations aiming to modernize operations, improve data integrity, and support evolving business requirements. These upgrades typically involve transitioning to more advanced platforms, integrating new capabilities, and optimizing workflows. However, one of the most critical, and often underrated, success factors is the accurate migration of financial data, especially subledger balances. Subledgers such as Accounts Payable, Accounts Receivable, and Fixed...

For most organizations, the ERP system represents one of the largest technology investments ever made. It is designed to integrate processes, provide visibility, and serve as the backbone for financial, operational, and compliance activities. Yet, in many cases, ERP systems remain underutilized or poorly integrated with other business-critical systems.  The real danger is that the costs of poor ERP usage are often invisible. They don’t appear as a single line...

Change management is considered an important strategy by proven business leaders and managers, especially related to business improvement projects like software upgrades.  QAD upgrades offer improvements that can be leveraged to provide organizations with significant benefits to business processes, data analytics, cost reduction, and more.  Some leadership teams invest in change management during upgrade projects to ensure seamless improvement transition.  However, the organizations that consistently apply change management strategies are...

This is the first in a four-part series of blogs that will discuss QAD Kanban. In this series we will discuss an overview of Kanban in QAD highlighting benefits and use cases, the system set up needed to implement Kanban, the system execution and transactions related to using Kanban, and finish the series with managing the Kanban processes in your environment.    Overview  Kanban is a part of QAD’s Lean...

In today’s food and beverage landscape, staying ahead means more than launching the next great product. It’s about meeting evolving regulatory demands, adapting to supply chain disruptions, and leveraging data to drive efficiency. That’s why QAD users specially in the Food and Beverage (F&B) space should have IFT First on their radar. What is IFT First? IFT First (Institute of Food Technologists) isn’t just a product showcase. It’s where science,...

In today's digital landscape, cybersecurity and data protection are non-negotiable, especially for manufacturers and distributors relying on ERP systems like QAD. With sensitive financial, operational, and customer data at stake, protecting your QAD environment from cyber threats must be a top priority. Here are some best practices and built-in tools you can leverage to fortify your system and ensure business continuity. 1. Role-Based Access Controls QAD allows administrators to define...

Our experience is that one of the most underestimated and over overlooked challenges in ERP adoption is the human fear that comes with letting go of control. For many users, spreadsheets aren’t just tools—they’re security blankets. They represent familiarity, autonomy, and, in many cases, a quiet form of job protection. It isn’t the first concern users will acknowledge, but after probing about the reluctance to give up their spreadsheets, we often hear...

Maintaining accurate and auditable General Ledger (GL) balances is a critical part of financial reporting and compliance. AUX streamlines the reconciliation process through its GL Open Items functionality. GL Open Items enables users to perform account reconciliations directly within AUX, eliminating the need for external tracking tools.  What Is GL Open Items?  GL Open Items is a program that allows for detailed tracking of transactions within a GL account by...

Deductions are an inevitable part of managing Accounts Receivable. Whether due to pricing disputes, short shipments, or reasons unknown, customers may reduce the amount they remit and businesses must be prepared to address these scenarios efficiently. AUX provides tools to streamline the tracking, review, and resolution of Deductions. With Deduction Categories, companies can define the appropriate general ledger accounts for different types of write-offs and establish thresholds for automatic approval....

As we continue to work with companies who grow and are required to accomplish more with fewer resources, they inevitably run into the limits of the systems that got them started—especially when those systems are spreadsheets, whiteboards, paper logs, or homegrown Access tools. These tools often work well in the early days. They're flexible, fast, and built by people who know the business inside and out. But as their business...