Manage 1000 Records in 60 Seconds

How fast and accurate you are processing business information, ultimately defines the level of your success today, as a company. Our Excel Loaders transform QAD ERP data management, enhance your business operations by boosting user productivity, eliminating waste and possibility of costly errors. You manage hundreds, thousands of QAD records at once, in convenient Excel spreadsheet, instead of one at a time in traditional QAD maintenance program. You take advantage of powerful Excel functionality, copy-paste recurring entries from prepared earlier templates or copy-paste data blocks from other sources. Get free trial today and enjoy immediate results you want – such as quick and accurate data management practice, precise business decisions, saved labor hours and optimal use of your resources.

And, you do not need help from IT department, while safely performing massive price list updates, BOM’s or Routing updates, or uploading thousands of Forecast data, GL Transactions, Customer Orders, or many more other QAD datasets.

Our Excel Loaders are widely available for all QAD’s MFG/Pro versions and server platforms Linux, Unix, Windows. MS Excel versions: XP, 2003, 2007, 2010 for MS Windows OS. We offer a free trial, which can be enabled within a few minutes by your IT people with our how-to instruction. It does not require any additional software, nor hardware. All you need is MS Excel, which you already have.

Journal Entry Demo

 

Item-Site Planning Data

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Why Excel?

• Perfect visual tool for managing tabular data.
• Very efficient with big volumes of data: sorting, grouping, filtering.
• Copy and paste large blocks of data – eliminates typing and errors.
• Instant formulas and calculations, conditional formatting.
• Fill-in feature for massive changes. Drag and drop capabilities.
• Use of predefined templates – eliminates typing, errors, time saver.
• You already have Excel on each PC.
• Everyone knows how to use Excel.

If you are in finance department, then most likely you work in QAD and MS Excel side by side, switching between two applications and transferring data back and forth. Would you rather do Journal Entries right from Excel spreadsheet? How about analyzing GL account activities? Would it be helpful pulling real-time QAD GL account activities to the spreadsheet and drill down into details, investigating the sub-ledger sources? Get free trial.

How it works

Each Excel Loader is a combination of report, maintenance program and analytical tool, three in one. You download existing records, analyze them in Excel, make changes, add new records. Then upload them safely back to QAD. The program quickly scans the spreadsheet data, validating against genuine QAD logic, as if you would enter all of it manually to QAD maintenance program. Cells with wrong values are instantly highlighted in red, so you can find and fix them right away. Then repeat the upload. The program prevents unwanted erroneous values from getting into QAD ERP.

Each Excel Loader has three level built-in QAD security and database selector. Most likely, you have more than one QAD database, Production, Test, Dev, etc. Excel Loaders are fully complaint with SOX requirements. Get free trial today and try it in action in your Test system.

Ways to Input Data To Excel Spreadsheet

Other than typing the data to the spreadsheet (which should be considered as a last resort to avoid errors) here is the list of options for replacing manual input:

• Copy paste data blocks from different spreadsheets
• Copy paste data blocks from email, sent by another person
• Copy paste data blocks from Web Page
• Copy paste data blocks from reports generated by Cyberquery
• Open delimited text file and copy paste
• ODBC connection to external database application
• Import data from any MS Access or SQL database
• Export to Excel from any MS Access or SQL database then copy-paste
• Import text file from time-clock payroll software
• Import from text or any other file format
• Export or capture data from barcode reader
• Get data from Ceridian HR System
• more…

Business users can do this by themselves without IT involvement. Even direct manual data entry to Excel spreadsheet is not as slow as navigating through maintenance frames back and forth.

Comparing to QAD’s CIM Interface

Users who tried QAD CIM Interface, located under manager functions, menu 36.14, know that in order to use CIM load functionality one requires good understanding of how CIM files are structured and processed. In other words, you have to have proper technical skills. For that reason end users prepare data for upload and IT folks convert data into CIM format and then perform the upload.

When CIM file has no errors, CIM load process runs smoothly and you indeed gain efficiency. The real challenge begins with error handling, when they occur during 36.14.2 program run. It is close to impossible to locate errors in data file. But even though IT can find errors, they are not able to correct it, because they are not owners of the data. They have to pass these errors to business users for correction. Then IT reprocess CIM file once again and find another set of errors… Long story short, the time spent handling CIM errors may be way greater than if user would key in data manually to QAD maintenance screen. There are known cases, when users create garbage records in QAD via CIM interface, because of insufficient data validation.

Because of Sarbanes-Oxley (SOX) controls, you can’t allow end users to run 36.15 menus, which is CIM Interface. Anyone with CIM load access could essentially perform upload function in MFG-PRO with the proper format. Additionally, if you still allow CIM menu, you would need to have a separate error-checking program before users attempt the CIM load.

With Excel Loaders business users safely perform massive updates or submit volume transactions by themselves, without IT, without hiring QAD consultants. Excel Loaders are fully SOX compliment.

Comparing to QAD’s QXtend solutions

Qxtend and Qxtend Excelerator are great products, but they are frameworks. Which means you have to spend additional resources, hire QAD consultants or get trained to make these products work with Excel for you.

From the other hand, Excel Loaders are built for end-users as ready-to-use tool kits. Installation is quick and can be done by IT without hiring consultants. Because of a simple design, there is no implementation, nor user training required. Quick adoption and low cost of ownership.

Return On Investment (ROI)

Each Excel Loader has quick return on investment, 3 months, in the form of saved IT or QAD consultant’s labor hours. If you are not satisfied or simply do not like our Excel Loaders, we will give the money back with no questions asked. It’s that simple. You’ve got nothing to lose except for your lack of productivity…

Will it work for you?

Our clients report they were able to free up resources in different departments, because of our software. Finance users are spending significantly less time closing fiscal periods. We hear great feedback from happy IT people, who no longer get frustrated with CIM Loads. We have many success stories and testimonials from different industries. Many QAD users worldwide are raving how easy it has became updating large price lists, forecast, production schedules, journal entries, master records, etc… Nevertheless, the question is, will it work for you?.. Yes, it will! However, we do not want to push anyone to purchase Excel Loaders. Excel Loaders will cause “quality leap” in the way you manage QAD ERP and not every company is ready for such change. You may hear a resistance from some of your staff, which in essence could be caused by their job security concerns. And that is all understood. Excel Loaders may not be a good thing for your company from this stand point. Nothing is wrong with CIM loads ran by IT or keying in data manually to QAD. In case you are ready for the change, please go ahead and push the button below.

Benefits Excel Loaders provide to QAD Users

• Transforms your business operations, making direct contribution to company returns.
• Users should not be computer experts to manage complex QAD ERP data quickly, accurately and risk free.
• Express, safe way to increase data quality in your QAD ERP system and eliminate data processing bottle necks.
• Create large blocks of QAD records with copy-paste or perform massive updates.
• Free up IT or QAD consultant resources from running cumbersome CIM Loads.
• Scale-ability. Processing larger volumes of data, will not increase user’s time.
• Built-in SOX compliance and QAD security compliance.
• Quick installation, user adoption and low cost of ownership.

Practical Applications

We offer Excel Loader solutions for every major QAD data management process. The following programs are ready-to-use and can be installed within minutes on your test system for evaluation purposes.

QAD ERP Implementations

Excel Loaders can be extremely useful during QAD Implementations, since large data sets should be loaded and re-loaded to the new system many times. Also it’s a common practice to load master data to CRP (test) database to be able to validate everything first. Then the data get re-loaded into Production database. IT department or QAD consultants normally would perform the upload via QAD CIM interface, which might be costly, takes time and effort as well. Specifically troubleshooting problems occurred during CIM file processing.

With the excel loaders business users do not need IT or help from QAD consultants to massively uploading data sets, nor massively correcting/maintaining them later on. The end users, who are responsible for the data sets can do everything by themselves. Moreover, copying a data set from one database to another is becoming very simple process. Simply download the correct data from one database onto the spreadsheet and upload to another database.

Master Data Synchronization between QAD databases/domains

Another popular application is master data synchronization. Many companies have more than one domain or QAD database and have to synchronizing the data between them for many business reasons. Some QAD users invest into complicated synchronization solutions, some other build in-house solutions to keep certain data sets in sync. And that’s OK. But if you do not want to invest into such infrastructure, you may consider Excel loaders as a good alternative. You would download a data set, for example item master, from source and target databases into the spreadsheets, then find the differences between the two sets and upload the delta into target DB. Again, end users can do this by themselves without IT.

EDI Replacement or alternative

EDI solutions are expensive and not easy to implement. Consider purchasing ready-to-use Excel Loaders instead.

Traditional EMT process replacement or alternative

EMT stands for Enterprise Material Transfer. It’s a common business practice, when one business unit fulfills orders for another business unit. The problem is that a single customer order have to be keyed in to both companies ERP systems. And have to be tracked as single physical order in both systems. The traditional QAD EMT functionality is complicated and prone to errors, which require manual re-processing , i.e. not efficient and not reliable. You may consider Excel Loader solutions which enable downloading order data from one ERP and uploading them to another DB.

GL Transaction Management 25.13.1 & 25.13.3 combined.

Chances are that you already have all recurring journal entries in Excel form. Instead of re-typing them every so often, now you can copy-paste and submit to QAD within a few seconds. Same for the accruals. The Journal Entries can be a few thousand lines long or just a few lines. You can also browse existing posted, unposted transactions in case you would want to repeat it with the new reference and date.  More details…

Journal Entry Demo

GL Analyzer 25.15.4

GL Analyzer Demo

GL Budget Management 25.5.1

With this tool you will shorten GL Budget preparation from weeks to hours or maybe even minutes.  Watch this video to learn how you can renovate the process and free up your time and resources. More info

GL Budget Loader Demo

Chinese Accounting Module CAS GL Transaction Loader for Standard and Reversal Journal Entries 34.13.1 and 34.13.3 combined.

Similar to 25.13.1/25.13.3 loader, it has been designed to speed-up journal entries for Chinese Accounting Module users of QAD. It has the same features as 25.13.1 above. So if you watch 25.13.1 video above, this loader is working the same way.

SO Credit Hold Release Loader 7.1.13

Offered Excel Loader is a perfect tool for credit controllers to perform their service at a higher level. You will be able to visually inspect the volume of sales orders in convenient Excel form, filter, sort or drill down to order details before releasing or placing on hold.

Sales Order Excel Loader 7.1.1

Order Entry is one of the key processes, accountable for fast and accurate order fulfillment. If you sell typical products to your customers, and orders look very much the same, this spreadsheet order form will help you submitting orders quickly and accurately to QAD. Real time. Instead of re-keying dozens of lines each time, business users can copy-paste order from a typical order template. You can have appropriate verified pricing in the SO template and process order quicker this way. However, if pricing is already setup correctly in the system, the program will automatically capture it.

Users can also look-up header codes Sold-to, Bill-to, Ship-to and other ones. Also, user can print off SO Confirmation and Packing list from the spreadsheet. Who can benefit by using this Excel Order Form? Those people, who does not need to learn tricks of navigating in standard QAD 7.1.1 menu, particularly sales reps, customer service reps, marketing managers, account managers, others, but can speed up order processing cycles in your company. Watch Demo.

Do you want to explore Web Order Entry systems? Please check these apps CSR Cockpit or Web storefront for QAD

Massive Sales Order Excel Loader 7.1.1

Specifically during these turbulent times, companies team up to serve mutual customers or one company subcontracts another one for fulfilling orders. Or another scenario, when orders are downloaded from customer’s or industry specific website systems, etc. Offered SO Excel Loader is a perfect tool to speed up bulk order receiving process, eliminate problems occurring with the way you are loading SO data via existing tools, also release IT resources from helping end users handling massive data.

General practice is to generate a WO in QAD for each SO line. So, where required, SO Loader can be configured to create corresponding work orders upon successful SO’s upload. This way, two separate steps are combined into single and simple one. Similarly, our other excel loader can be used to perform backflush and labor report transactions at the same time, to reduce efforts required for processing large volumes of orders.

Item-Site Cost Management with Simulated Cost Set Excel Loader 30.13.5

Similar to other Excel Loaders, this tool allows end users to update thousands of cost records within few seconds. You download data directly to the spreadsheet, change the data by applying formulas across cell ranges or copy-paste the data blocks from another source. Then update QAD system. You can easily update the material cost of purchased items and/or any other cost element of other parts. With this tool, you can make changes massively to Standard or Current cost sets via creating/updating SIM cost set and then copying it over Standard/Current set by using QAD function. Now you can manage random number of cost elements per cost set. Excellent tool to enhance precision in cost analysis! Request a free trial.

SIM Cost Set Loader Demo

Customer Price List Excel Loader 1.10.1.1

Managing customer price lists in QAD was always time consuming and tricky. It requires good understanding of best pricing principles, strategy and lots of key entries. For that reason some QAD users decide not to store customer pricing in the system, but keep them on spreadsheets. This significantly slows down the order entry and order processing as a result.

Customer Price Excel Loader has been designed specifically for QAD end-users enabling them maintaining Price lists in QAD properly and effortlessly.

First, users can analyze the existing pricing quickly in the Excel sheet. Once reviewed, you perform massive updates, by changing the percentage up/down or massively expiring the old records and adding new ones.

Specifically, in these turbulent times businesses need to be flexible in pricing, react quickly to market fluctuations. 1.10.1.1 Excel Loader is a great scalable solution to enable flexible pricing strategy in your business.

Price List Loader Demo

Supplier Price List Maintenance 1.10.2.1 and Customer Schedule Price List Maintenance 1.10.3.1

Similar to 1.10.1.1 Excel Loader, these two Loaders designed to manage pricing quickly and accurately from convenient excel spreadsheet by changing the percentage, up or down. The format and logic can be adjusted, making them more convenient for your particular user experience. Most likely users in automotive industry have 1.10.2.1 and 1.10.3.1 menus slightly different, so called Automotive Development Group (ADG) version. We also have software versions accommodating ADG logic. Contact for more information.

AR Cash Application 27.6.4

This Excel Loader is a big relief for Accounts Receivable team, because of the automatic processing of the bank deposits file and applying the cash directly to AR references in QAD. The loader has many controls helping you to handle mismatches, drill down to the system and apply the cash for the entire batch. With this Excel tool the most difficult Cash Application process becomes easy. Try it out and enjoy immediate results! More details…

AR Cash Application

AP Voucher Excel Loader 28.1

This Excel form can be used as employee expense submission form or as AP voucher submission form. Anyone in your team, who knows how to open MS Excel file, will be able to submit AP vouchers to your QAD system. (Of course, you’ll need to give them access to the function). It’s designed specifically to help people who knows little to nothing about AP Vouchers to create ones. They can look up supplier number by name and so the program automatically pre-fills in voucher details knowing the historic pattern for this vendor. You change amounts and submit one or many vouchers to QAD one click. If unsure, you can zoom in to 28.13 Supplier Activity and 28.2 Voucher Inquiry at any point of time.

Using the Loader as Expense Submission Form can be as simple as this: Insert a new spreadsheet to the workbook, where you outline a typical sample expense report, so users will be able to copy-paste the sample report data, adjust it and submit right away.

Sample Expense Report can have as many expense lines as required with proper GL Account Sub Cost Center distribution. Add comments to cell ranges, Text boxes, etc, instructing users what to do. Distribute the form or publish it on your network.

All users need to do is to copy-paste sample expense report to the “worksheet”, replace supplier number with their internal vendor (employee) number, adjust the content and submit by clicking on “Upload” button. The program immediately confirms voucher creation by populating voucher number in its column. Print it, if it makes sense, by pressing “Voucher” button. The content of 28.2 Voucher Inquiry gets displayed. Enjoy simplicity and immediate results it brings!

Voucher Loader Demo

Another good application of this Excel Loader would be rebates to your customers in the form of Check payments. Quickly create hundreds or thousands AP Vouchers using this Excel spreadsheet and then issue AP checks.

Summary Forecast Excel Loader 22.1

Summary 52-week Forecast (22.1)

Simulated Forecast 22.7.7

Item Master Data Management with 1.4.1 Excel Loader

Great tool to massively create/update Item Master records in QAD. Specifically, useful at QAD implementations. It can be also used to synchronize master records between domains or databases even different versions of QAD. So you would download records from the source domain/db and upload to another.

Also, useful for periodic item settings reviews. Since the item master settings is the critical dataset, periodic reviews will help you to avoid situations known as “garbage in, garbage out…”.

Very often, companies have customer order processing delays, because new items are not created in QAD in time. With this tool, you download existing items, change the item codes, attributes on the spreadsheet, then upload to QAD. Along with BOM and Routing Excel Loaders, this tool will help you shortening orders lead time.

Item Site Planning Data Management with 1.4.17 Excel Loader

Massively update 1.4.17 or 1.4.7 record sets from convenient spreadsheet. Specifically it is useful for production planners and material managers, who need to maintain these settings as accurate as possible. Now, they do not need to depend on IT’s CIM loads, they can to perform themselves periodic data reviews, massively create/update records, keeping production and inventory levels in optimal state. Request a free trial.

Item Site Planning Data Maintenance Demo

Work Order What-If Tool.

16.13.1 Work Order Bill Excel Loader

Great tool for creating Work Order in QAD with a large random Bill Of Material. Specifically useful when product BOM is designed in Autocad or similar app and can be exported as CSV file. User can import CSV BOM into the spreadsheet and quickly create Work Order in QAD. Huge time and effort saver.

1.19 Supplier Item Maintenance

Often QAD users require to update pricing only in 1.19 menu. This tool is not only allows you to download, change existing, add new and upload, but also quickly to update pricing in this menu. You can copy-paste 3 columns to the spreadsheet, such as Item#, Supplier #, new price and and perform the price update within few seconds.

1.16 Customer Item Maintenance

(download / change / add new / upload)

14.5 Work Center Maintenance

(download / change / add new / upload)

PCC Excel Loader

PCC stands for Product Change Control. Core PCC QAD module is used to store, control and monitor product changes from inception through implementation. Item engineering data, product structures, routings, formulas, processes, and item specifications can be modified in PCC without affecting the rest of the system. Traditional PCC processes turned to be very time consuming. One should perform many discrete steps going through multiple QAD menus and updating only record at a time.

PCC Excel Loader gives your engineers the power and simplicity to massively perform QAD PCC functions from the spreadsheet, create single or multiple items PCO’s for replacement, deletion or addition of the components to BOM’s.

Item Resource Bill Maintenance 21.17

Related Articles:

Frequently Asked Questions and Answers related to Excel Loaders
Updating Large Datasets in QAD with Excel Loaders
Technical Specification
Introducing Excel Interface for QAD
More ideas and Excel solutions on 32soft blog
Analyzing QAD GL Account activities in Excel
Adding excitement to QAD journal entry process
Enhancing ERP Data Accuracy
Processing Lockbox Cash Deposits via Excel

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