Leveraging the Versatility of Supplier Payments in QAD

Posted on: August 23, 2021 | By: David Kwo | QAD Financials, QAD Practice News, QAD Business Process

The fundamental ability to organize and keep track of supplier payments is a crucial characteristic of a successful company, and one that QAD makes accessible with its array of tools and flexibility that accommodate a wide range of complex needs. QAD offers two main tools to leverage for supplier payments: Supplier Payment Create (used for manual AP payments) and Supplier Payment Selection Create (used for electronic AP payments). Within both...


How Distributors can Benefit from Acumatica 2021 R1

Posted on: July 20, 2021 | By: Rosie Gill | Acumatica

With online sales being at the forefront of business today, Acumatica has launched the 2021 version of R1, providing distributors with a comprehensive cloud ERP system, accessible from any device and designed to aid in business management and help grow your business. In this blog post, we will examine 3 important new features that will change the way you manage your business virtually. Shopify POS Pro Integration for Acumatica Distributors...


Utilizing QAD’s Global Tax Management Tool

Posted on: July 19, 2021 | By: David Kwo | QAD Financials, QAD Business Process

QAD’s Global Tax Management (GTM) tool makes it simpler for companies of any size or complexity to accurately calculate taxes. Users can designate taxes assigned to suppliers, customers, and items; tax zones based on ship-to and ship-from locations; choose when to calculate taxes; and many more accommodating variables. With the capability to accommodate any number of tax rates or legal reporting requirements for multiple countries within a singular database, GTM...


Leveraging Enterprise Material Transfer in QAD

Posted on: July 12, 2021 | By: David Kwo | QAD Distribution, QAD Financials, QAD Manufacturing, QAD Business Process

In this fast-paced, largely computerized world, breaches of cybersecurity can have serious impacts on businesses. Automating intercompany material transfers and transactions both increases efficiency and reduces manual errors. The benefits of such automation include: Increased efficiency due to automation of processes Reduced user errors Immediate data synchronization between business units Elimination of double entries Real-time updates of order status The advantages of automation are easy to realize when using QAD’s...


How to set up Segregation of Duties in QAD

Posted on: July 12, 2021 | By: David Kwo | QAD Financials, QAD Business Process

In this fast-paced, largely computerized world, breaches of cybersecurity can have serious impacts on businesses. As a result, the segregation of duties has become increasingly crucial aspect of cybersecurity. Segregation of Duties (SOD) creates a system of checks and balances that protects businesses from fraud and manual errors. Making multiple individuals responsible for different aspects of a transaction makes it more difficult to commit and conceal fraud, and has the...


Using Power Automate (Flow) to Create Sub-Folders in SharePoint

Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...


How To Use the Navigation Pane in Microsoft Dynamics GP Like a Pro

Posted on: August 17, 2020 | By: Guy Logan | Microsoft Dynamics GP

Whether you’re a new or experienced user, navigating Microsoft Dynamics GP can be confusing, especially if you’re unfamiliar with technology. That’s why we recommend using the Navigation Pane to our clients. The Navigation Pane is a quick and easy tool that can allow you to move through Dynamics GP without having to use their various menus. In this blog post, we’ll be discussing the four key tips you should know...


How to Use Power Automate with Calculated or Roll-Up Fields

Posted on: July 27, 2020 | By: Guy Logan | Microsoft Dynamics CRM

Several years back, Microsoft first introduced calculated and roll-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule.  There’s no doubt that the development of plug-ins or JavaScript codes have...


How to Increase Team Efficiency through Connected Data

Posted on: July 10, 2020 | By: Guy Logan | Acumatica

Professional service organizations of all industries face the challenges of balancing resources and requirements to keep customers happy and utilization high. As the pace of business has accelerated, the need to have instant visibility into every aspect of the business has increased. Reporting that only looks at the past doesn’t deliver the information that managers need to keep projects on-time and on-budget.  To manage projects proactively, employees and managers need...


Save Time with Recurring Sales and Purchase Documents in Dynamics 365 Business Central

Posted on: July 8, 2020 | By: Guy Logan | Microsoft Dynamics Business Central

When our clients are navigating Microsoft Dynamics 365 Business Central, they can find themselves manually entering the same data in sales and purchase orders, invoices and more. For example, they might need to create sales and purchase lines with similar information on multiple documents for recurring replenishment orders. If you want to stop spending time manually entering the same information over and over again, take a look at how you...