Can we use this with QAD 2014 EE? If so, does it work differently?
Yes, you can use this Data Loader in your EE environment if your EE version has the Pending Invoice Maintenance function. All data are uploaded to QAD through this function.
Can we create proform invoices for exports to Europe using this tool?
Yes, you can. Some configurations to the generic version might be required.
To generate a proform invoice in QAD, we currently create a memo item in the 1.4.1 menu. Then we create a Sales Order for that item, generate a shipping document using the custom menu, and finally use 7.9.5 to ship. Is there a better way?
Yes, there is a better way. The Customer Invoice Data Loader does not require you to create a memo item in 1.4.1. It creates the Sales Order and ships in one step.
Join our mailing list to stay informed about our webinars