We are receiving good feedback about Excel Loaders from happy QAD users. 10-12 Excel Loaders placed into key areas could really spin the entire business! Also we are getting many inquiries and requests to build more Excel Loaders, which are not listed here. This page is dedicated to provide more insight with what is already requested and will be coming soon.

The Loaders listed here are not sorted by priority, but by the sequence we received requests. We know how to build all of them and already have technical specifications of how they should work. However we would not be able to provide the time line when exactly they will be available.

Generally, it takes up-to 10 business days to build a new Excel Loader from start to finish and complete required testing. Some companies are willing to pilot new loaders and order new development from us. These requests take higher priority. Otherwise we still proceed with the development, but only when we have available technical resources. In either case, we recommend you to subscribe to our newsletter to receive periodic updates from us. However, if you do not want to wait and would like us to proceed on some of the Loaders below, feel free to contact us.

Cycle Count Result Loader 3.14. Download function is a simplified version of 3.13 Cycle Count Worksheet print. It will bring into Excel list of items, their descriptions, lot serials, references and unit of measures and quantity on hand. So users will only need to fill in quantity counted and remarks if any. By default, the column “Count Type” will be filled in with “Initial” (for initial count). User will fill in quantities counted and click on “Upload” button. Out of tolerance validation will be run prior to loading any data using QAD logic built into 3.14 Cycle Count Results Entry. If there will be any “Out of tolerance” quantities corresponding lines will be flagged (e.g., coloured in red or yellow) and user will need either to delete those lines from the load or check the count results and flip Count type to “Recount”. User will click on the Upload again. For lines with Count Type = “initial” validation will be run again. For lines with Count Type = “Recount” validation will be skipped. After passing validation data will be loaded into QAD 3.14 menu.

Purchase Order Loader 5.7. The Excel workbook has 2 worksheets “Approve” and “Generate PO”. First group of users is planners; they work in “Approve” sheet. They download planned POs to the sheet, analyze the orders, sort, group and drill down into MRP details (23.16) to understand the source of the demand. Then they flag orders with “Y” or “D” in the column “Approve” and updates the database by clicking on the “Approve” button. If order is flagged with “Y” value – the order gets approved by the planner. If flagged with “D” – the order will not be downloaded next time. If left blank, the order line gets downloaded next time. When planner clicks “Approve”, the program scans the spreadsheet and validates the input prior to update QAD database. Planners will not be able to update Quantity, Release date, Due date. The second group of users is buyers; they work in “Generate PO” sheet. They download approved planned POs, analyze and groups planned POs by supplier code. The supplier code is taken from item-site planning data, i.e. default supplier code. They may change quantity date and price. The default price is taken from 1.19 menu. They create regular POs in QAD by pressing on “Generate PO” button. Upon this event, all the data are validated on the sheet and errors are highlighted. If no errors found, the program creates PO in 5.7 menu of QAD for each supplier on the sheet and populates “PO#” field with the order number. The program flags planned order records in database, so no duplicate PO line is created for the same planned order, if buttons are pressed again. User may browse generated PO by stepping on the order line and pressing “Show PO” (not in the diagram), the program will display 5.10 report in excel. If she clicks on the “Drill Down” the program displays 23.16 reports for item-site combination, similar to planner’s sheet.

BOM Product Structure: combined 13.5 and 13.1.

Customer Planning Schedule Loader 7.5.1. If a customer is not EDI capable, the MFG/PRO user needs to manually load customer requirements in order to drive MRP demand for components, create shipping schedules, and forecast sales. The standard QAD 7.5.1 menu works perfect if you have only a few items to load, but when the customer has one hundred separate end items with many due dates, this process is very time consuming and the possibility of key stroke errors is very high.

AP Voucher Maintenance with Inventory Receipts 28.1 .

Production Schedule 18.22.1.1.

Shift Maintenance 18.22.1.22.

Customer Ship Schedule Loader.