Erp Software Requirements Template Sample

ERP Software Requirements Template
This is a sample copy to illustrate data population.

Please refer to the "blank" version for usage in your
selection project.
©2009 Technology Group Intertnational, Ltd. All rights reserved.

www.tgiltd.com
Software Selection Requirements
Template Instructions
Introduction
This template is designed to provide a format for consistent RFP distribution to multiple software suppliers, thus facilitating uniform supplier responses. The
template is to be used as a guideline only. Individual requirements may be easily eliminated and additional requirements added as deemed appropriate for the
organization.
Reading the through the instructions prior to any modification is extremely important for the accurate recording of supplier responses.
Once complete, vendor answers will be totaled and summarized in a table format on the 'Comparison' tab and in a graphical format on the 'Graphical Summary'
tab. These reports are designed for high level review and evaluation. If used properly, the template will calculate the overall vendor point level and percentage,
as well as the point value and percentage of the individual sections.
Each vendor should complete two tabs labeled 'General Info' and 'Functionality'. The template is populated for five different vendor responses. Additional
vendors may be added if desired, although this template is designed for a short list of candidates which should theoretically consist of no more than five vendors.
To help with completion of the template, TGI has supplied a version which is partially complete. This will provide a futuristic view of the comparison and graphical
data. Please feel free to reference this sample if you experience problems or have distorted your working copy.
Template Assistance
Should you require assistance or have questions concerning this template, please feel free to TGI at (800)837-0028 or (419)841-0291. TGI will be happy to
assist as needed.
Vendor General Info Tab

Once the vendor inputs the 'Vendor Abbreviation' field, the template will self populate the vendor's name throughout tab headers and the reporting tabs. This
field is limited to eight characters to allow for graphical output. Budgetary information will also be transferred to the 'Comparison' and 'Graphical Summary' tabs
for review.
Vendor Functionality Tab

This table includes over 1,100 typical functionality based questions to ask the individual software suppliers. By no means is this a complete listing of a
company's business requirements. It represents a starting point and a method of reducing the potential supplier list to a limited number of suppliers to present
on-site demonstrations. More importantly, the questions serve as thought starters to help the software selection team evaluate critical, desired, and 'wish list'
features.
Prior to vendor distribution, the internal selection team must review each question and determine the priority level of the function. These priority levels are listed
below and within a note field on the table's header. Should the question not be applicable to your organization, simply selection a '0' from the drop down input
guide. If the '0' is selected, the question will not be used in comparison calculations. There is no need to delete rows using this rating method, although it may
be done if desired.
Copyright 2009 Technology Group International Page 3 of 80

All Rights Reserved www.tgiltd.com
Additional, company specific functionality requirements are available for entry in the last section of this template. There are twenty preformatted questions for
this purpose. If more than twenty questions are required, additional rows may be added into the spreadsheet by using an insert and copy process to copy the
cell formats and formulas from the row immediately proceeding the newly added requirement. Please note that to retain the preconfigured formulas, additional
rows must NOT be added in the first or last question of the individual sections.
Priority Levels
The priority level is to be completed by the organization seeking software. This response will be utilized in calculating a weighted average response to each
question. The available selection criteria are broken down into four levels corresponding to the organization's individual needs.
Required Data Input for Response Criteria

Not Applicable to Organization = 0
Possible Usage Feature or Wish List Item = 1
Desired Feature = 2
Required or Must Have Feature = 3
Note: There are hidden columns to calculate and store the weighted average. Users of this document must take caution when modifying or deleted
cells in the spreadsheets.
Response Scores
The response score is to be completed by the software suppliers. Supplier responses are broken down into four levels. Responses will be used to calculate
individual weighted average responses, as well as the overall supplier response. Should the supplier to enter in additional information, a comment field is
available per question, per supplier.
Required Data Input for Response Criteria

Product Does Not Meet Requirement = No = 0
Third Party Interface Required = Third Party = 1
Customization or Additional Costs Required = Custom = 2
Product Meets Requirement = Yes = 3

Functional Categories
Functional areas are used to calculate supplier responses by departmental needs. Each requirement has a main departmental listing and potentially a
secondary description levels.
Abbreviation Description Sections Questions

Technology Technology/Infrastructure Implementation, General, Security, Layout, System Help, Module Review 66
Module Application Summary 24
General Ledger & Financial Account Definition, Company Structure, Journal Entry Input, Period and Year End
GL 75
Management Processing, Budget Management, Taxation, Reporting
Invoice Management, Recurring Invoices, Check Management, Vendor Returns,
AP Accounts Payable 54
Debit Memos, E-Commerce, Reporting
Cash Application, Collections, Customer Returns, Credit Memos, E-Commerce,
AR Accounts Receivable 71
Reporting
Forecast Forecast Management 26
Vendor Definition, Costing, Requisitions, RFQ Processing, Purchase Order
PU Purchase Order Management 114
Management, Reporting
Customer Definition, Pricing, Quote Management, Order Processing, Customer
Order Management & Quotation
OE Returns, E-Commerce, Product Configurator, Invoice Management, Commissions, 204
Processing
Reporting
CRM Customer Relationship Management General, E-Commerce, Telemarketing 45
Service Field Service & Help Desk Management General, Set Up, Problem Entry and Resolution, Reporting 28
Costing, Planning, Simulations, Scheduling, Routing Maintenance, Work Order
MRP II Manufacturing Resource Planning 159
Management, Reporting
MRO Maintenance Repair and Operation 18
REM Remanufacturing 4
Costing, Unit of Measures, Part Definition, Bill of Materials, Engineering Change
WMS Warehouse Management System Orders, Inventory Control, Receiving, Shipping, Transportation, Physical Inventories 231
and Cycle Counts, Reporting
Bar Code Barcode & Date Collection Printing, Scanning, Other 14
EDI Electronic Data Interchange General, Transaction Sets 45
PM Project Management Job Control and Associated Project Management 8
Workflow Work Flow Management 4
DW Data Warehousing and Reporting Decision Support System, Dashboards, and Workbenches 18
HR Human Resources & Payroll Employee Definition, Time and Attendance, Payroll 17
Other Company Specific Requirements 20

Total Available Questions 1245
Vendor Comparison Tab

This table will self populate based on the five vendor responses. The individual vendor names will be automatically populated based on the vendor abbreviations
given on each 'General Info' tab supplied by the potential suppliers. There is no need to modify data on this spreadsheet, as the data will feed from the
functionality and individual vendor detail tabs.
Graphical Summary Tab
The graphs will self populate based on the five vendor responses and will correspond to the data already displayed in the 'Vendor Comparison' tab. The
individual vendor names will be automatically populated based on the vendor abbreviations given on each 'General Info' tab supplied by the potential suppliers.
Graphs Include
Functional Area Breakout by Question Individual Graphs by Functional Area - 21 Total
Overall Vendor Response by Percentage Score
Summarized Vendor Response by Functional Area
Closing Statements
This template is only one element of TGI's Software Selection Tool Kit. Please review the other documents for possible usage within your organization's
selection process. The individual documents and tool kit are free for internal usage in software selection.
The Software Selection Tool Kit may not be copied or used by outside firms in the solicitation or sale of software and software related services.

Vendor A | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required) Vendor A
Street Address
City
State
Zip Code
Country
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Developer or Reseller
Year of First Software Release
Install Base
Contact Information
Contact Name
Contact Title
Contact Phone Number
Contact E-Mail Address
Copyright 2009 Technology Group International Vendor A

Vendor B | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required) Vendor B
Street Address
City
State
Zip Code
Country
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title
Copyright 2009 Technology Group International Vendor B

Vendor C | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required) Vendor C
Street Address
City
State
Zip Code
Country
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title
Copyright 2009 Technology Group International Vendor C

Vendor D | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required) Vendor D
Street Address
City
State
Zip Code
Country
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title
Copyright 2009 Technology Group International Vendor D

Vendor E | General Information
Vendor Information
Full Company Name
Company Abbreviation (Required) Vendor E
Street Address
City
State
Zip Code
Country
Telephone Number
Toll Free Number
Fax Number
Website
Year Founded
Install Base
Contact Information
Contact Name
Contact Title
Copyright 2009 Technology Group International Vendor E

Software Selection Requirements Template - Functionality Response by Vendor
Project Team Requirement Listing Vendor A Response Vendor B Response Vendor C Response Vendor D Response Vendor E Response
Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Functional Requirement Function Function Level Vendor A Comment Vendor B Comment Vendor C Comment Vendor D Comment E Comment
Technology and Infrastructure
Supplier Offers Project
Technology Implementation 3 3 3 3 3 3
Management Services
Supplier Offers End User
Training Services
Supplier Offers Technical
Training Services
Supplier Offers On-Line Training
Services
Supplier Offers Customer
Modification Services
Supplier Offers Infrastructure
Design Services
Supplier Offers Network
Installation Services
Supplier Offers Barcode and
Data Collection Integration Technology Implementation 3 3 3 3 3 3
Services
Supplier Offers Data Migration
Services
ASP or SaaS Model Available Technology General 3 3 3 3 3 3
Full GUI Version Available Technology General 3 3 3 3 3 3
Supports Open Environment
Technology General 3 3 3 3 3 3
(LAN, WAN, VPN)
Supports Open Database
(Oracle, SQL Server, DB2, Technology General 3 3 3 3 3 3
Informix)
Supports Open Operating
System (Windows, UNIX, Linux, Technology General 3 3 3 3 3 3
OS/400)
Fully Windows Compliant Technology General 3 3 3 3 3 3
Fully ODBC Compliant Technology General 3 3 3 3 3 3
Source Code Provided with Sale Technology General 3 3 3 3 3 3
Business Intranet Functionality

Available
Supports Document or Image
Attachments to Individual Technology General 3 3 3 3 3 3
Records
Provides Import and Export
Capabilities
Multi-Language Enabled Technology General 3 3 3 3 3 3
Allows Graphical Representation
of Data
Allows Import and Storage of
External Files - jpeg, gif, tiff, Technology General 3 3 3 3 3 3
Word, Excel, PDF, Cad, etc.
Data Dictionary Provided for
Advanced Reporting
Allows Back Up Processing of
Historical Data
Integrated to Microsoft Excel Technology Integration 3 3 3 1 3 2
Integrated to Microsoft Word Technology Integration 3 3 3 1 3 2
Integrated to Microsoft Outlook Technology Integration 3 3 3 1 3 2
Integrated to Microsoft MapPoint Technology Integration 3 3 3 1 3 2
Integrated to VOIP Technology Integration 3 3 1 1 3 3
Integrated to Data Collection &
Technology Integration 3 3 3 1 3 3
RF Devices
Integrated to Bar Code Printers Technology Integration 3 3 3 1 3 3
Allows Multi-Level Password

Technology Security 3 3 3 1 3 3
Security
Menu Structure Tailored to
Individual User, Group, or Technology Security 3 3 3 1 3 3
Department
Command Level Security
Tailored to Individual User, Technology Security 3 3 3 1 3 3
Group, or Department
Copyright 2009 Technology Group International Functionality


Field Level Security Tailored to
Individual User, Group, or Technology Security 3 3 3 1 3 3
Department
Provides Transaction Audit Trails Technology Security 3 3 3 3 3 3
Allows Secure Remote Access Technology Security 3 3 3 3 3 3

User Defined Fields Available Technology Layout 3 3 3 3 3 3
User Defined Function Keys
Technology Layout 2 3 3 3 3 3
Available
Supports Screen Layout
Changes by User
User Defined Screen Linkage
Available
Supports User Defined Decimal
Place Allowance for Quantity,
Costing, Pricing, and Accounting Technology Layout 3 3 3 3 3 3
Fields (Provide Maximum
Allowed for Each)
Allows for Zooming by Field
Level to View Data Source
Tables During Record Entry or
Query
Allows Query Option within
Zoom Feature
Allows Drill Down on Select
Fields and Documents
Provides Browse Option to View
Key Data of Multiple Records at Technology Layout 3 3 3 3 3 3
One Give Time
Supports User Define Favorites

for Easy Access to Most Used Technology Layout 3 3 3 3 3 3
Screens and Tables
Supports User Defined Color

Preferences for Required,
Enterable, and Non-Enterable
Fields
Provides Screen Level Help Technology System Help 3 3 3 3 3 3
Provides Field Level Help Technology System Help 3 3 3 3 3 3
Help Text is Configurable by
Technology System Help 3 3 3 3 3 3
Users
Provides Online How To Help Technology System Help 3 3 3 3 3 3
How To Help May be
Customized by End User Technology System Help 3 3 3 3 3 3
Customer
Provides Online Access to
Frequently Asked Questions
Provides Online Access to Video
Based Tutorials
Provides Integrated Testing
System for User Training and Technology System Help 3 3 3 3 3 3
Certification
Standard Adhoc Report Writer
Technology Reporting 3 3 3 3 3 3
Available for Customization
Integrated Decision Support
System
Integrated Dashboards Technology Reporting 3 3 3 3 3 3
Integrated Workbench Technology Reporting 3 3 3 3 3 3
Standard Reports Available for
Major Functions
Allows Fax as Print Option for
Report Generation
Allows E-Mail as Print Option for
Report Generation
Allows Screen View as Print
Option for Report Generation
Allows Default Printer by Group
or User


Application Module Review
Application
Integrated General Ledger Modules 3 3 3 3 3 3
Review
Application
Integrated Accounts Payable Modules 3 3 3 3 3 3
Review
Application
Integrated Accounts Receivable Modules 3 3 3 3 3 3
Review
Application
Integrated Budgets Modules 3 3 3 3 3 3
Review
Application
Integrated Fixed Assets Modules 3 1 1 1 1 1
Review
Integrated Forecast Application
Modules 3 3 3 3 3 3
Management Review
Application
Integrated Purchasing Modules 3 3 3 3 3 3
Review
Application
Integrated Order Management Modules 3 3 3 3 3 3
Review
Application
Integrated Telemarketing Modules 3 3 3 3 3 3
Review
Integrated Customer
Application
Relationship Management Modules 3 3 3 3 3 3
Review
(CRM)
Application
Integrated Help Desk Modules 3 3 3 3 3 3
Review
Application
Integrated Field Service Modules 3 3 3 3 3 3
Review
Integrated Product Data Application
Modules 1 3 3 3 3 3
Management (PDM) Review
Fully Integrated Warehouse Application
Modules 3 3 3 3 3 3
Management System (WMS) Review
Integrated Barcode and Data Application
Modules 3 3 3 3 3 3
Collection Review
Integrated Manufacturing Application
Modules 3 3 3 3 3 3
Executive System (MES) Review
Integrated MRP or MRP II Application
Modules 3 3 3 3 3 3
System Review
Integrated Maintenance Application
Modules 3 3 3 3 3 3
Management Review
Integrated Human Resources Application
Modules 1 1 1 1 1 1
and Payroll Review
Application
Integrated E-Commerce Modules 3 3 3 3 3 3
Review
Application
Integrated EDI Mapping Modules 3 3 3 3 3 3
Review
Integrated Mobile Sales Force
Application
Automation (External or Remote Modules 3 3 3 3 3 3
Review
System Access)
Integrated Report Writer with Application

Modules 3 3 3 3 3 3
Default Reports Already Created Review
Application
Integrated Data Warehousing Modules 3 3 3 3 3 3
Review
General Ledger and Financial Management
Supports a Cash Basis Account
GL 3 3 3 3 3 3
Accounting Practices Definition
Supports a User Defined
Account
General Ledger Account GL 3 3 3 3 3 3
Definition
Structure
Account
Supports GL Account Masking GL 3 3 3 3 3 3
Definition
Supports Statistical Account Account
GL 3 3 3 3 3 3
Usage Definition
Supports a User Defined Fiscal Account
GL 3 3 3 3 3 3
Calendar Definition
Supports User Defined Account
GL 3 3 3 3 3 3
Accounting Periods Definition
Support Up to 24 Account Account
GL 3 3 3 3 3 3
Periods Definition
Supports Multi-Company Company
GL 3 3 3 3 3 3
Operations Structure


Supports Inter-Company
Transfers of Work in Process
Company
(WIP) and Finished Goods (FG) GL 3 3 3 3 3 3
Structure
Inventory with Automatic GL
Transactions
Company
Supports Multi-Plant Operations GL 3 3 3 3 3 3
Structure
Supports Multiple Profit Centers Company
GL 3 3 3 3 3 3
per Company Structure
Supports Individual Planning Company

GL 3 3 3 3 3 3
Calendars by Company or Plant Structure
Allows Shared Product Master

and Bill of Materials Between Company
GL 3 3 3 3 3 3
Companies, Plants, and Structure
Warehouses
Supports the Entry of a Unique

Product Master and Bill of Company
GL 3 3 3 3 3 3
Materials Between Companies, Structure
Plants, and Warehouses
Supports Inter-Company
Company
Transfers of Payables with GL 3 3 3 3 3 3
Structure
Automatic GL Transactions
Allows Unique MRP Processing

Company
Between Companies, Plants, GL 3 3 3 3 3 3
Structure
and Warehouses
Supports Tracking of Individual

Plant and Warehouse Demand Company
GL 3 3 3 3 3 3
which is Automatically Fulfilled Structure
by Unique or Shared Inventory
Supports both Centralized,
Multiple Company, Division, or Company
GL 3 3 3 3 3 3
Plant Order Entry, Fulfillment, Structure
and Invoicing Activity

Company
Multiple Company, Division, or GL 3 3 3 3 3 3
Structure
Plant Master Scheduling Activity

Multiple Company, Division, or Company
GL 3 3 3 3 3 3
Plant Purchasing and Accounts Structure
Payable Activity
Supports G/L Account Allocation Account

GL 3 3 3 3 3 3
by Account Based Percentages Definition
G/L Account Protection to

Account
Prohibit Manual Entries to GL 3 3 3 3 3 3
Definition
Supports Specific Accounts
Supports Corporate to Child Account
GL 3 3 3 3 3 3
Account Copy Added Definition
Supports the Usage of Unique
Journal Entry
Identifiers or Reference GL 3 3 3 3 3 3
Input
Numbers per Journal Entry
Supports Recurring Journal Journal Entry
GL 3 3 3 3 3 3
Entries and Templates Input
Supports the Automatic
Journal Entry
Reversal of Accrual GL 3 3 3 3 3 3
Input
Transactions
Supports User Defined Journal Journal Entry
GL 3 3 3 3 3 3
Entry Reason Codes Input
Supports both Hard and Soft Period and Year
GL 3 3 3 3 3 3
Close End
Allows Two or More Accounting Period and Year

GL 3 3 3 3 3 3
Periods to be Open at One Time End
Allows for Automatic Period Period and Year

GL 3 3 3 3 3 3
Close Processing End
Supports the Automatic Close of

Period and Year
Income and Expense Accounts GL 3 3 3 3 3 3
End
to Retained Earnings


Supports Automatic Year End Period and Year
GL 3 3 3 3 3 3
Processing End
Allows the User to Run Year End Period and Year
GL 3 3 3 3 3 3
More Than Once End
Allows the User to Open Next
Period and Year
Year Prior to Closing Current GL 3 3 3 3 3 3
End
Year
Allows the User to Reopen Period and Year
GL 3 3 3 3 3 3
Closed Periods End
Period and Year
Allows Prior Period Adjustments GL 3 3 3 3 3 3
End
Maintain Budgets for Multiple Budget
GL 1 3 3 3 3 3
Years Management
Budget Amounts Spreadable
Budget
Based on Monthly Percentage GL 1 3 3 3 3 3
Management
amount
Budget
Create Next Year's Budget GL 1 3 3 3 3 3
Management
Budget
Budget vs. Actual Reporting GL 1 3 3 3 3 3
Management
Current Year vs. Last Year Budget
GL 1 3 3 1 3 3
Budget Comparison Management
Supports Separate Tax
Calculations for Purchases and GL Taxation 3 3 3 3 3 3
Sales
Supports Tax Calculations by
GL Taxation 3 3 3 3 3 3
Country
State or Providence
County
City
Stores Default Customer Tax
Code by Customer Bill to GL Taxation 3 3 3 3 3 3
Address
Stores Unique Customer Tax
Codes by Individual Ship to GL Taxation 3 3 3 3 3 3
Locations
Stores Customer Tax ID's for All
Supported Levels
Allows Default Tax Status by
Product for Product Purchases
Allows Default Tax Status by
Product for Product Sales
Allows Tax Status Override at
Sales Order Level
Sales Order Item Level
Purchase Order
Supports Integration of External
Tax Packages
Detailed and Summary Ledgers
GL Reporting 3 3 3 3 1 3
with On-Line Review
Includes a Financial Report Financial Report
GL 3 3 3 1 1 3
Writer Writer
Financial Report Writer Supports Financial Report
GL 3 3 3 1 1 3
Output to HTML Writer

GL 3 3 3 1 1 3
Output to User Dashboards Writer
Financial Report Writer is Financial Report

GL 3 3 3 1 1 3
Integrated to Microsoft Excel Writer

GL 3 3 3 1 1 3
Preset Account Segments Writer
Financial Report Writer Supports

Financial Report
Groupings by Company, GL 3 3 3 1 1 3
Writer
Business Unit, or Division
User Defined Totals and Sub- Financial Report

GL 3 3 3 3 1 3
Totals Writer


Standard Report for Chart of Financial Report
GL 3 3 3 3 1 3
Accounts Writer
Standard Report for Financial Report
GL 3 3 3 3 1 3
Consolidated Financials Writer
Standard Report for
Financial Report
Comparative Balance Sheets for GL 3 3 3 3 1 3
Writer
Individual Period Review
Standard Report for
Financial Report
Comparative Income GL 3 3 3 3 1 3
Writer
Statements
Standard Report for Account Financial Report

GL 2 3 3 0 1 3
Roll up for Financial Statements Writer
Standard Report for GL

Transaction Register
Standard Report for Detailed
Trial Balance by Primary GL Reporting 2 3 3 3 1 3
Account
Standard Report for Detailed
Trial Balance by Full Account
Standard Report for Cash Flow GL Reporting 2 3 3 3 1 3
Supports Multi-Currency
Calculations and Reporting
Supports Funds Statements GL Reporting 3 3 3 1 1 3
Supports VAT Calculations GL Reporting 0 3 3 3 1 3


Accounts Payable
Supports Three Way Matching -
Invoice
Purchase Orders, Receipts, and AP 3 3 3 3 3 3
Management
Supplier Invoices
Supports the Entry of a Single
Invoice
Invoice which is Expensed to AP 3 3 1 3 3 3
Management
Multiple Profit Centers
Supports Processing of
Invoice
Unvouchered Invoices and AP 3 3 3 3 3 3
Management
Accrued Receivers
Supports the Option to Place an Invoice

AP 2 3 3 3 3 3
Entire Batch of Invoices on Hold Management
Supports the Option to Place an Invoice

AP 3 3 3 3 3 3
Individual Invoice on Hold Management
Calculation of Invoice Payment Invoice
AP 3 3 3 3 3 3
Due Dates and Allowable Management
Discounts
Allows for Modifications to
Invoice
Invoice Account Distribution AP 3 2 0 0 0 0
Management
After Processing
Allows for Modifications to Invoice
AP 3 2 0 3 3 3
Invoice Date After Processing Management
Supports Association of the
Invoice
Vendor Invoice Number to the AP 3 3 3 3 3 3
Management
Corresponding Journal Entry
Supports Error Checking for
Duplicate Invoice Entry or Invoice
AP 3 3 3 3 3 3
Possible Over Payment of Management
Vendor Invoices
Supports the Entry of Pre-
Invoice
Payment for Purchase Order AP 3 3 3 3 3 3
Management
and Invoices
Supports the Partial Payment of Invoice
AP 3 3 3 3 3 3
Invoices Management
Supports the Vendor Payments Invoice

AP 3 3 3 3 3 3
without Purchase Orders Management
Supports Automatic Close of

Invoice
Purchase Orders if Quantities AP 3 3 3 3 3 3
Management
Match
Allows for Comments on Invoice Invoice
AP 3 3 3 3 3 3
Entry Management
Supports Use Tax Tracking on
Invoice
Expense, Accrual, and Dollar AP 3 3 3 3 3 3
Management
Amounts
Supports Freight Accrual and Invoice
AP 3 3 3 3 3 3
Processing Management
Supports Entry of Recurring Recurring
AP 3 3 3 3 3 3
Payables, i.e., Templates Invoices
Recurring Payable Templates
Recurring
Include the Option for with AP 3 3 3 3 3 3
Invoices
Beginning and Ending Dates
Recurring Payable Templates
Allow for User Notification of
Recurring
Payment Based on Defined Day AP 3 3 3 3 3 3
Invoices
of the Month or a Specific Period
in Time
Supports the Usage of Multiple Check
AP 3 3 3 3 3 3
Cash Accounts Available Management
Allows the User to Select a
Specific or Range of Bank Check
AP 3 3 3 3 3 3
Accounts and Due Dates at Management
Check Run Entry
Supports Zero Dollar Check Check
AP 3 3 3 3 3 3
Printing Management
Supports Online Check Check
AP 3 3 3 3 3 3
Reconciliation Management
Supports the Voiding of a Single Check
AP 3 3 3 3 3 3
Check Management
Supports the Voiding of an Check
AP 1 3 3 3 3 3
Entire Check Run Management


Allows a User to Hold Payment Check
AP 3 3 3 3 3 3
to a Specific Vendor Management
Supports Vendor Return
AP Vendor Returns 3 3 3 3 3 3
Processing
Vendor Return Processing is
Fully Integrated with the
Warehouse and Accounts
Payable Functionality
Vendor Return Processing
Provides the User the Ability to
Ties the Return to a Specific
Purchase Order
Vendor Return Processing
Supports Return of Goods
Received Against Closed
Purchase Orders
Supports the Linkage of the
Return's Debit Memo to a Single AP Debit Memos 3 3 3 3 3 3
Purchase Order
Supports Automatic Application
AP Debit Memos 3 3 3 3 3 3
of Memos
Supports Secure On-Line or
AP E-Commerce 2 3 3 3 1 3
Electronic Vendor Payments
Supports Automation of Secure
On-Line or Electronic Vendor AP E-Commerce 2 3 0 3 1 3
Payments
Supports the Processing of
Internet Auctions and eBids
Supports Basic Internet Based
Purchasing Functionality
Vendor Payment History Report
AP Reporting 3 3 3 3 1 3
Available
Cash Requirements Report
Available
Standard Report for Pre-Check
Run Edit
Standard Report for Vendor
Account Balances
Standard Report for Payments
Due by Date
Standard Report for Vendor
Aging
Graphical Aging Over Time
Available by Company
Graphical Aging Over Time
Available by Individual Vendor
Standard Report for Open
Invoices
Standard Report for Outstanding
Checks
Standard Report for Voided
Checks
Standard Report for Payment
History
Standard Report for Recurring
Invoice Listing
Ability to Print Vendor 1099
Forms
Standard Report for General
Ledger Distribution
Provides an Online Inquiry to
Open and Closed Payables
Standard Report for Individual
Profit Center Balances


Accounts Receivable
Assignment of Payment to the
AR Cash Application 3 3 3 3 3 3
Oldest Open Invoice (aka
Balance Forward Accounting)

Assignment of Payment to the AR Cash Application 3 3 3 3 3 3
Invoices via a Range of Invoices
Net Accounting Supported AR Cash Application 3 3 3 3 3 3
Gross Accounting Supported AR Cash Application 3 3 3 3 3 3
Supports the Processing of Non-

Sufficient Checks (NFC) with
Corrections for Account
Distribution
Supports the Billing of Service
Related Items - Hourly Rates,
Services Rendered, and Service
Parts
Supports a Fully Automated
Cash Application Environment
Supports the Application of One
Check to Multiple Customer AR Cash Application 3 3 3 3 3 3
Invoices
Supports the Entry of Advance
Payments from Customers
Supports Modifications to
Previously Matched Invoices
Supports Automatic Calculations
of Customer Discounts and Due AR Cash Application 3 3 3 3 3 3
Dates
Supports the Entry of Invoices in
Batch Mode
Supports Automatic Charge
Backs to Invoices Paid Short
Supports Future Dates on
Invoices
Supports Free Form Entry of
Invoice Related Notes
Supports Customer Specific
Invoice Formats
Supports the Transfer of Open
Invoices from One Customer AR Cash Application 3 3 3 3 3 3
Account to Another
Supports Force Edit List Prior to
Closing Batch
Supports Global User Defined
AR Collections 3 3 3 3 3 3
Aging Buckets
Supports Aging of Credits AR Collections 3 3 3 3 3 3
Aging Bucket Factors
Supports On-line Access and
Review of Customer Invoice AR Collections 3 3 3 3 3 3
Transactions
Supports User Defined
Statement Runs by Date

Calculations of Finance Charges AR Collections 3 3 3 3 3 3
for Applicable Accounts
Supports Finance Charge

Bucket Preferences
Supports Finance Charges
Applicable to Finance Charges
Supports the Automatic Trigger
and Notification of Past Due AR Collections 3 3 3 3 3 3
Invoices
Supports Collection Minimums
for Collection Calls


Assignment of Invoices to
Internal Collection Agents or
Outside Collection Agencies
Supports the Online Review of a
Customer's Collections History AR Collections 3 3 3 3 3 3
per Invoice
Supports Accounts Receivable
or Billing Specific Contact
Management Contacts and
Notes
Supports Online Collection
Scripts for Internal Employee AR Collections 3 3 3 3 3 3
Usage
Supports a Collection Call Log
or Tickler File for Proactive
Collections Activity by Internal
Collection Agents
Supports User Defined or
Customizable Dunning Letters
Supports Automatic
Management Notification or Alert
of Accounts Receivable Activity AR Collections 3 3 3 3 3 3
Exceeding an Allowable
Tolerance Level
Supports Performance Analysis
of Collections Activity
Supports Automatic Credit Limit

Checks and Potential Credit AR Collections 3 3 3 3 3 3
Order Holds at Order Entry
Supports the Entry of Temporary

Customer Credit Extensions with AR Collections 3 3 0 3 3 3
Effectivity Dates
Supports Multi-level Customer

Aging for those Accounts with AR Collections 3 3 3 3 3 3
Multiple Bill-to Addresses
Supports Automatic Calculations

and Reporting of a Specific AR Collections 3 3 3 3 3 3
Customer's Payment Statistics
Supports the Association of a

Customer
Credit Memo to Specific RMA AR 3 3 3 3 3 3
Returns
Receipt
Supports Online Review of RMA Customer
AR 3 3 3 3 3 3
Completed by Product Returns
Supports User Defined Reason
AR Credit Memos 3 3 3 3 3 3
Codes for Account Write Off's
Supports Partial Credit
Application for Credit Memo AR Credit Memos 3 3 3 1 3 3
Processing
Supports the Application of a
Credit Memo to an Individual AR Credit Memos 3 3 3 3 3 3
Invoice
Supports the Application of a

AR Credit Memos 3 3 3 3 3 3
Credit Memo to Multiple Invoices
Supports Credit Memo Reason

Code Table and Associated AR Credit Memos 3 3 3 3 3 3
Tracking
Supports Credit Memo
Reduction in Sales AR Credit Memos 3 3 3 3 3 3
Commissions Due
Supports Online or Electronic
AR E-Commerce 1 3 3 1 1 3
Customer Payments
Supports Online or Internet
AR E-Commerce 1 3 3 3 1 3
Based RMA Requests
Supports Automatic Load of
Invoices from Remote or Legacy AR E-Commerce 1 3 1 3 1 3
Systems
Supports Automatic Load of
Cash Receipts from Bank AR E-Commerce 1 3 1 3 1 3
Transmissions


Supports Secure Payments
During Internet Based Order AR E-Commerce 1 3 1 3 1 3
Entry
Standard Report for ProForma
AR Reporting 3 3 1 3 1 3
Invoices
Standard Report for a Daily
Billing Summary
Graph Available for Tracking
Accounts Receivable Over Time AR Reporting 3 3 1 3 1 3
by Individual Customer
by Customer Group

by Company as a Whole
Standard Report for Invoice

History by Customer
Standard Report for Invoice
History by Salesperson
Invoices
Charge Back Invoices
Standard Report for Cash
Receipts by Lock Box
Standard Report for Cash
Receipts by Customer
Standard Report for Aged
Invoices By Customer
History Report
Standard Customer Statements
Format Available
Customer Statements May be
Customizable by Customer AR Reporting 3 3 3 1 1 3
Billing Address
Standard Customer Invoice
Format Available
Customer Invoice May be
Customizable by Customer AR Reporting 3 3 3 1 1 3
Billing Address
Standard Customer Dunning
Letter Available


Forecast Management
Supports Sales Forecast by
Individual Product per
Forecast n/a 3 3 3 3 3 3
Warehouse or Distribution
Center
Supports Sales Forecast by
Product Group per Warehouse Forecast n/a 3 3 3 3 3 3
or Distribution Center
Supports the Consolidation of
Individual Sales Forecasts for
Analysis and Reporting
Purposes
Supports the Usage of Rolling
Twelve Month Forecasts for Forecast n/a 3 3 3 3 3 3
Seasonal Products
Supports Tracking of Original
(Base) and Revised Production Forecast n/a 3 3 3 3 3 3
Forecast Amounts
Supports the Automatic Transfer

of Sales Forecasts for Demand
Planning (DRP) or Master
Planning System (MRP) Usage
Allows User to Select or Accept

Portions of the Forecast in DRP Forecast n/a 3 3 3 3 3 3
and MRP Processing
Supports a Unique Forecast

Time Fence by Product or SKU
Tracks Sales Forecasts

Consumption Based on Actual Forecast n/a 3 3 3 3 3 3
Sales Order Activity
Tracks Sales Forecasts
Consumption Based on Actual Forecast n/a 3 3 3 3 3 3
Manufacturing Activity
Supports Forecast Entry by
Customer and Product Forecast n/a 3 3 3 3 3 3
Combination
Supports Forecast Overlay Forecast n/a 3 3 3 3 3 3
Supports the Conversion of Unit
Based Product Forecasts into
Sales Revenue for Forecast
Reporting
Sales Revenue Projections Take

into Account Anticipated Product
Price Changes as Entered into
the Standard Pricing Sheets
Supports Statistical Algorithms

per Individual Item Forecast
Allows both User and System

Generated Forecasts
Supports Automatic Statistical
Algorithm Based on Individual Forecast n/a 3 3 3 3 3 3
Item Forecast
Supports System Generate
Forecasts Based on Historical
Sales Order and Demand Driven
Data
Supports User Adjustments to
System Generates Forecasts
Ability to Populate Data Shifts
such as Promotions, Economic Forecast n/a 3 3 3 3 3 3
Changes
System Generated Production
Forecasts Compensate for
Exceptions such as Prior Stock
Outs and Promotions
Forecast Accounts for
Seasonality Data Changes
Supports Moving Average
Calculations


Supports Weighted Average
Calculations
Supports Exponential Smoothing Forecast n/a 3 3 3 3 3 3
Supports Regression Analysis Forecast n/a 3 3 3 3 3 3


Purchase Order and Request for Quote Management
Supports User Defined Vendor
PU Vendor Definition 3 3 3 3 3 3
Categories
Types
Payment Priority Codes
Supports Minority Purchase
Tracking Available
Supports Unique Vendor
Address and Contact
Information for Vendor PU Vendor Definition 3 3 3 3 3 3
Corporate Address, Remit to
Address, and Ship to Address
Supports Default Currency by
Vendor
Supports Default Purchase
Order Print Method by Vendor
Supports On-Site or Vendor
Managed Inventory
Supports Back Order Receipts
Defined by Vendor
Supports Automatic Purchase
Order Generation Default by PU Vendor Definition 1 3 3 3 3 3
Vendor
Supports Minimum and
Maximum Receipt Allowances PU Vendor Definition 1 3 3 3 3 3
by Vendor
Supports Definition of Cycle
Times by Vendor
Supports Definition of Core
Supplier by Vendor
Supports Default Freight Pay by
Vendor
Supports Default FOB Point by
Vendor
Supports Default Method of
Shipment by Vendor
Supports Default Carrier by
Vendor
Supports Default Delivery Time
by Vendor
Supports Tracking of Last Price
PU Costing 3 3 3 3 3 3
Paid for an Item
Supports the Entry of User
Defined Landed Cost Labels
Supports the Tracking Actual
and Estimated Landed Costs
Supports the Tracking of Landed
Cost Variances to the General PU Costing 3 3 3 3 3 3
Ledger
Supports Calculation of
Purchased Price Variances PU Costing 3 3 3 3 3 3
(PPV)
Supports Online Inquiry or
Report to Compare Actual vs. PU Costing 3 3 3 3 3 3
Expected Purchase Costs
Supports Recosting at Time of
Invoice Receipt
Allows Purchase Order Price to
Default to Last Amount Paid
Allows Purchase Order Price to

Default to Expected Vendor Cost PU Costing 3 3 3 3 3 3
(Listed in Vendor Cost Table)
Supports the Manual Hold and

Release or Purchase Orders
Supports Vendor Volume
Discounts per Purchase Order
Discounts per Year
Discounts Calculated by a PU Costing 1 3 3 3 3 3
Specific Dollar Amount


Discounts Calculated by a PU Costing 1 3 3 3 3 3
Specific Percentage Amount
Vendor Volume Discounts
Support Effective Dates PU Costing 1 3 3 3 3 3
(Beginning and End Dates)
Supports Vendor Rebates by
Product
Product Groupings
Product and Customer PU Costing 3 3 3 3 3 3
Combination
Supports Vendor-Product
Rebates Calculated by a PU Costing 3 3 3 3 3 3
Specific Percentage Amount
Supports Vendor-Product
Rebates Calculated by a PU Costing 3 3 3 3 3 3
Specific Dollar Amount
Supports Tracking of and
Processing of Vendor Rebate PU Costing 3 3 3 3 3 3
Checks
Supports Both Centralized
PU Requisitions 3 3 0 3 3 3
Requisitions and Purchases
Supports Both Decentralized
Requisitions and Purchases
Supports Requisitions for Stock
Purchases
Supports Requisitions for Non-
Stock Purchases
Supports Requisitions for
Service Items
Supports Inter-Warehouse
Replenishments and Transfers
within the Planning and
Requisition Process
Supports Automatic Creation of
Purchase Requisitions Based on PU Requisitions 3 3 0 3 3 3
Calculated Demand
Supports Automatic Creation,
Approval, and Transmission of
Requisitions and Purchase PU Requisitions 3 3 0 3 3 3
Orders for Applicable Vendors
and Products
Supports On-Line Approval and

Authorization of Requisitions
Supports Automatic Creation of

Purchase Orders Once
Requisitions are Approved (for
Applicable Vendors)
Supports Vendor Minimum
Purchases by Individual Product PU Requisitions 3 3 0 1 3 3
Quantity Ordered

Purchases by Product Grouping PU Requisitions 3 3 0 3 3 3
Based on Dollar Value

Purchases by Product Grouping PU Requisitions 3 3 0 3 3 3
Based on Quantity Ordered
Supports Definition of Multiple

Vendors per Product Code with
Identification of the Preferred PU Requisitions 3 3 0 3 3 3
Vendor Flag for Automated
Processing
Tracks Package or Case
Quantity Requirements by PU Requisitions 3 3 0 3 3 3
Vendor-Product Combination
Tracks Lead Time by Vendor-
Product Combination
Tracks Company Buyer by


Supports Buyer Limits PU Requisitions 3 3 0 3 3 3
Supports Buyer Limits Based on
Product Type
Supports Purchasing Specific
Unit of Measure (UOM) for PU Requisitions 3 3 0 3 3 3
Individual Products
Requisition Planning Supports

Non-Stock or Vendor Catalogue
Items (No Permanent Product
Number Defined Internally)
Supports RFQ Processing PU RFQ Processing 3 3 3 1 3 3

Supports RFQ Response
PU RFQ Processing 3 3 3 1 3 3
Tracking
Supports RFQ Award Tracking PU RFQ Processing 3 3 3 1 3 3
Supports RFQ Conversion to

Purchase Order
Tracks RFQ Response Effective
Dates
Tracks Quantity Discounts PU RFQ Processing 3 3 3 3 3 3
RFQ Process Supports

Conversion of RFQ into a PU RFQ Processing 3 3 3 3 3 3
Purchase Order
Supports Both Scheduled and
Purchase Order
Unscheduled Blanket Purchase PU 3 3 3 3 3 3
Management
Orders
Open Requisitions can be
Purchase Order
Released from Existing PU 3 3 3 3 3 3
Management
Unscheduled Blanket Orders
Supports Non-Stock Purchases
Purchase Order
(No Part Number Set Up PU 3 3 3 1 3 3
Management
Required)
Supports Service Only Purchase Order
PU 3 3 3 1 3 3
Purchases Management
Supports Zero Dollar Items on Purchase Order
PU 3 3 3 1 3 3
Purchase Order Management
Supports Duplicate Product Purchase Order
PU 3 3 3 1 3 3
Warning on Entry Management
Supports Vendor to Vendor
Purchase Order
(Subcontracted or Third Party PU 3 3 3 3 3 3
Management
Processing) Purchases
Supports Purchase Orders Tied Purchase Order
PU 3 3 3 3 3 3
to Specific Sales Orders Management
Supports Drop or Direct Ship Purchase Order
PU 3 3 3 3 3 3
Orders Management
Drop Shipments Automatically
Purchase Order
Create Customer Invoice at PU 3 3 3 3 3 3
Management
Electronic Shipment
Supports Drop Ship Based Purchase Order
PU 3 3 3 3 3 3
Costing Management
Supports Copy and Replace for Purchase Order
PU 3 3 3 3 3 3
Purchase Order Entry Management
Supports Authorized Purchase Order
PU 3 3 3 3 3 3
Manufacturers List Management
Supports Recording and Cross
Purchase Order
Reference to Each Unique PU 3 3 3 3 3 3
Management
Vendor Part Number
Supports Multiple Releases per Purchase Order
PU 3 0 0 0 0 0
Purchase Order Line Item Management
Supports Unlimited Notes within
Purchase Order
Purchase Order at the Order PU 3 3 3 3 3 3
Management
Level
Provides a Template for
Purchase Order
Recurring Messages Sent to the PU 3 3 3 3 3 3
Management
Vendor
Supports Automatic Recurring
Purchase Order
Messages Sent to the Vendor by PU 3 3 3 3 3 3
Management
Product Code
Supports Unlimited Notes within
Purchase Order
Purchase Order at the Individual PU 3 3 3 3 3 3
Management
Line Level


Tracks Required Delivery Date Purchase Order
PU 3 3 3 3 3 3
by Line Item Management
Tracks Vendor's Promise Date Purchase Order
PU 3 3 3 3 3 3
by Line Item Management
Tracks Vendor's Original
Purchase Order
Promise Date and Updated PU 3 3 3 3 3 3
Management
Promise Date by Line Item
Tracks Actual Delivery Date by Purchase Order
PU 3 3 3 3 3 3
Line Item Management
Line Item Level of Purchase
Purchase Order
Order Tracks Correlation to PU 3 3 3 3 3 3
Management
Individual Projects
Purchase Order
Management
Individual Jobs
Purchase Order
Management
Individual Project Phases
Purchase Order
Management
Individual Project Steps
Purchase Order
Management
Individual Project Tasks
Tracks Products, Quantities, and
Purchase Order
Dates of Rejected Vendor PU 3 3 3 0 3 3
Management
Material (Quality Issues)
Supports Subcontract or Outside

Processing Purchase Orders Purchase Order
PU 3 3 3 3 3 3
Where Only the Service Charge Management
of this Step is Placed on PO
Tracks Vendor Product Code by Purchase Order

PU 3 3 3 3 3 3
Vendor-Product Combination Management
Tracks Vendor Product

Purchase Order
Description by Vendor-Product PU 3 3 3 3 3 3
Management
Combination
Tracks Contract Number by Purchase Order
PU 3 3 3 3 3 3
Vendor-Product Combination Management
Supports Automatic Cancellation
of Obsolete Purchase Orders Purchase Order
PU 3 3 3 3 3 3
without Buyer Management
Notification/Warning
Supports Automatic Cancellation

Purchase Order
of Obsolete Purchase Orders PU 3 3 3 3 3 3
Management
with Buyer Notification/Warning
Automatic Cancellation Warning

Purchase Order
Defined in Days by Unique PU 3 3 3 3 3 3
Management
Vendor
Tracks Commodity Based
PU Reporting 3 3 3 3 1 3
Purchases
Tracks Minority Credit
Purchases
Tracks Warranty Period by
Tracks Country or Origin by
Vendor Warranty Based on
Receipt Date
Vendor Warranty Based on Ship
Date to Customer
Tracks Vendor Performance of
Minimum, Maximum, and
Average Lead Times per
Product
Tracks Vendor Performance on
Late Deliveries
Order Fill Rates
Line Item Fill Rates


Quality Relates Returns


Order Management and Quotation Processing
Customer Master Record Allows
Customer
Entry of Maximum Technology OE 3 3 3 3 3 3
Definition
Level
Customer Master Record Allows Customer

OE 3 3 3 3 3 3
Entry of Default Language Code Definition

OE 3 3 3 3 3 3
Entry of SIC Code Definition

OE 3 3 3 3 3 3
Entry of DUNS Code and Rating Definition

Customer
Entry Customer Specific Order OE 3 3 3 3 3 3
Definition
Cancellation Overrides

Customer
Entry of Customer Specific OE 3 3 3 3 3 3
Definition
Minimum Order Allowances

Entry of Purchase Order Customer
OE 3 3 3 3 3 3
Requirement to Allow Sales Definition
Orders
Customer Master Record
Customer
Records Allowance of Back OE 3 3 3 3 3 1
Definition
Orders by Customer
Customer Master Record
Customer
Records Allowance of Freight OE 3 3 3 3 1 3
Definition
Billing on Back Orders

OE 3 3 1 1 3 3
Entry of Collection Minimums Definition

Customer
Entry of Finance Charge OE 3 3 3 3 3 3
Definition
Exceptions
Customer
Entry of Customer Specific OE 3 3 3 3 3 3
Definition
Aging Requirements
Customer
Entry of Customer Rating (User OE 3 3 1 1 1 3
Definition
Defined Ratings)
Allows Entry of Multiple
Customer
Customer Contacts per OE 3 3 3 3 1 3
Definition
Customer Master
Customer
Definition
Customer Bill to Record
Customer
Definition
Customer Ship to Record
Allows Entry of a Customer
Specific Ship to Instructions for Customer
OE 3 3 3 3 3 3
Automatic Printing on Definition
Documents
Allows Entry of a Restricted
Customer
Customer Listing to Prohibit OE 3 3 3 3 3 3
Definition
New Order Placement
Supports UPC Code Tracking Customer
OE 3 3 3 3 3 3
Per Customer Definition
Automatically Calculates
Discounts per Customer, Per OE Pricing 3 3 3 3 3 3
Line Item in Order Entry
Stores List Price Per Product OE Pricing 3 3 3 3 3 3
Supports Effective Based
OE Pricing 3 3 3 3 3 3
Customer Pricing
Contract Pricing Supports
Expiration Dates by Customer
Supports Customer Price Books
or Price Sheets
Supports Pricing Based on a
Buying Group or Class
Supports Promotional Pricing OE Pricing 1 3 3 3 3 3


Supports Promotional Pricing
with Effective Dates
Supports Volume Based Price
Discounts Calculated on Units OE Pricing 3 3 3 3 3 3
Purchased
Supports Columnar Pricing OE Pricing 1 3 3 3 3 3
Supports Pricing Based on Unit
of Measure
Supports Attribute Based Pricing OE Pricing 1 3 3 3 3 3
Supports Lead Time Based

Pricing
Supports Lowest Available
Pricing
Supports Re-Pricing at Time of
Invoicing
Supports Pricing Based on

Order From or Ship To of Order

Order Date or Ship Date
Entire Order or Individual Line OE Pricing 3 3 3 3 3 3
Item
Supports Volume Based Price
Discounts Calculated on an OE Pricing 3 3 3 3 3 3
Annual Basis
Supports Order Charges for:
Shipping, Handling, and Other OE Pricing 3 3 3 3 3 3
Miscellaneous Charges
Supports Mass Update of
Customer Pricing by Dollar OE Pricing 3 3 3 3 3 3
Amount Increase
Supports Mass Update of
Customer Pricing by Percentage OE Pricing 3 3 3 3 3 3
Amount Increase
Supports Volume Rebate

Calculations and Accumulation
Supports Quote Entry and Quote

OE 2 3 1 3 3 3
Submission to Customers Management
Supports Quote Entry with
Quote
Unlimited Quote and Line Item OE 2 3 1 3 3 3
Management
Notes
Supports Quote Lead Source Quote
OE 3 3 1 3 3 3
(Order Classification) Management
Supports Quote Level Expiration Quote
OE 2 3 1 3 3 3
Date Management
Supports Quote Line Item Level Quote
OE 2 3 1 3 3 3
Expiration Date Management
Supports Entry of a Win Quote
OE 2 3 1 3 3 3
Probability per Quote Entered Management
Supports Entry of Non-Stock Quote
OE 2 3 1 3 3 3
and Service Related Items Management
Supports Entry of Undefined or Quote
OE 2 3 1 3 3 3
New Part Numbers Management
Supports On-Line Quote
Quote
Routing and Approval to Multiple OE 2 3 1 3 3 3
Management
Users
Supports On-Line Development

Quote
of Bill of Materials During OE 2 3 1 3 3 3
Management
Quoting Process
Supports On-Line Development

Quote
of Routing During Quoting OE 2 3 1 3 3 3
Management
Process
Supports Ability to Copy an
Quote
Existing Quote for Update and OE 2 3 1 3 3 3
Management
Use as a New Quote
Estimating System Allows a
Desired Margin or Cost Plus Quote
OE 2 3 1 3 3 3
Amount to Determine the Management
Required Sales Price


Supports Quote Cancellation Quote
OE 2 3 1 3 3 3
with Reason Codes Management
Supports User Defined Reason Quote
OE 2 3 1 3 3 3
Codes for Rejected Quotes Management
Supports Automatic Customer Order
OE 3 3 1 3 3 3
Notes and Messaging Processing
Supports Automatic Assignment
Order
of Sales Order and Release OE 3 3 1 3 3 3
Processing
Numbers
Order
Supports Direct Ship Orders OE 3 3 3 3 3 3
Processing
Supports Automatic Creation of Order
OE 3 3 3 3 3 3
Direct Ship Orders Processing
Supports Scheduled Blanket Order
OE 3 3 3 3 3 3
Orders Processing
Supports Unscheduled Blanket Order
OE 3 3 3 3 3 3
Orders Processing
Supports "Same as Except" or Order
OE 3 3 3 3 3 3
Copy and Replace Order Entry Processing
Supports Ability to Copy Existing
Order
Order for Update and Use as OE 3 3 3 3 3 3
Processing
New Orders
Supports Template Based Order Order
OE 3 3 3 3 3 3
Entry Processing
Supports Order Consolidation at

Entry or Adding a New Order Order
OE 3 3 3 3 3 3
onto an Existing Customer Processing
Order Already Entered
Supports Sales Order with Cash Order

OE 3 3 3 3 3 3
Receipts Processing
Supports Sales Order with COD Order
OE 3 3 3 3 3 3
Terms Processing
Supports Sales Order with Order
OE 3 3 3 3 3 3
Credit Card Processing Processing
Supports Sales Order on Order
OE 3 3 3 3 3 3
Account Processing
Supports Sales Order on
Order
Account with User Defined OE 3 3 3 3 3 3
Processing
Discount and Payment Terms
Supports Multiple Ship To's per Order
OE 3 3 3 3 3 3
Sales Order Processing
Supports Unique Order From,
Order
Bill To, and Ship To Addresses OE 3 3 3 3 3 3
Processing
per Order
Supports Unique Order From,
Order
Bill To, and Ship To Contacts per OE 3 3 3 3 3 3
Processing
Order
Order
Supports One Time Bill To's OE 3 3 3 3 3 3
Processing
Order
Supports One Time Ship To's OE 3 3 3 3 3 3
Processing
Supports Minimum Order Order
OE 3 3 3 3 3 3
Amounts by Customer Processing
Supports Minimum Order Order
OE 3 3 3 3 3 3
Charges Processing
Supports Order Hold Reason Order
OE 3 3 3 3 3 3
Codes Processing
Supports Order Hold and Order
OE 3 3 3 1 3 3
Release at Order Entry Processing
Supports Automatic Inventory
Order
Check and Associated Warning OE 3 3 3 1 3 3
Processing
to User at Entry
Supports Capable to Promise Order
OE 3 3 3 1 3 3
Date at Time of Order Entry Processing
Supports Ability to Update Order
OE 3 3 3 1 3 3
Existing Orders Processing
Supports Cancel Order Amounts Order
OE 3 3 3 3 3 3
per Customer Processing
Supports a Default Warehouse
Order
or Distribution Center Defined OE 3 3 3 3 3 3
Processing
per Customer Ship to Address


Supports Shipping from Multiple

Order
Warehouse or Distribution OE 3 3 3 3 3 3
Processing
Centers on One Sales Order
Supports Customer Specific Unit Order

OE 3 3 3 3 3 3
of Measure Requirements Processing
Customer Part Number and
Order
Product SKU may be Used OE 3 3 3 3 3 3
Processing
Interchangeably in Order Entry
Supports Entry of a Customer's
Part Number for Usage in Data Order
OE 3 3 3 3 3 3
Entry of for Printing on Processing
Documents
Allows Direct Association of
Order
Customer Orders and Work OE 3 3 3 3 3 3
Processing
Orders
Order Entry Notes can Transfer
to Printed Work Order Order
OE 3 3 3 3 3 3
Documents if Two Records are Processing
Linked
Supports Product Substitutions Order
OE 3 3 3 3 3 3
at Order Entry Processing
Supports Complimentary Order
OE 3 3 3 3 3 3
Products at Order Entry Processing
Complimentary Products Include Order

OE 3 3 3 3 3 3
Sales Scripts and Image Files Processing
Supports Exploded BOM Ability

Order
to Promise and Ability to Deliver OE 3 3 3 3 3 3
Processing
in Order Entry
Automatic Credit Check Based Order

OE 3 3 3 3 3 3
on Maximum Credit Limit Processing
Automatic Credit Check Based Order

OE 3 3 3 3 3 3
on Aged Receivables Processing
Stores Customer Requested
Order
Ship Date and Actual Ship Date OE 3 3 3 3 3 3
Processing
per Order Line Item
Supports Multiple Line Item Order
OE 3 3 3 3 3 3
Releases Per Order Processing
Supports Unlimited Notes per Order
OE 3 3 3 3 3 3
Order Processing
Supports Unlimited Notes per Order
OE 3 3 3 3 3 3
Line Item Processing
Order
Warns User of Duplicate Items OE 3 3 3 3 3 3
Processing
Supports Usage of Zip Code
Base Table to Provide Uniform Order
OE 3 3 3 3 3 3
City, State, and Country Entry to Processing
Users
Warns User of Duplicate
Order
Customer Purchase Order OE 3 3 3 3 3 3
Processing
Number
Supports Customer/Product Order
OE 3 3 3 3 3 3
Regulatory Checks Processing
Supports Requirement of
Order
Customer Purchase Order OE 3 3 3 3 3 3
Processing
Number
Supports Order Priority Order
OE 3 3 3 3 3 3
Placement Processing
Supports Customer Priority Order
OE 3 3 3 3 3 3
Placement Processing
Supports Automatic Load Order
OE 3 3 3 3 3 3
Consolidation by Sales Order Processing
Supports Shipment Variance
Order
Claims from Customers by Sales OE 3 3 3 3 3 3
Processing
Order
Supports Direct Marketing for
OE Direct Marketing 3 3 1 2 1 3
Catalogue based Companies
Tracks Catalogue Source Code
per Sales Order
Tracks Catalogue and Page
Number Tracking Down to Line OE Direct Marketing 3 3 1 2 1 3
Item Level


Tracks Catalogue and Source
Code Tied to Price Sheets
Manages Gift Certificates or
Cards
Manages Multiple Tender Types
per Sales Order
Supports Returned Material
Customer
Authorization Processing OE 3 3 3 3 3 3
Returns
(RMA's)
Supports Returned Material Customer
OE 3 3 3 3 3 3
Fees Defined by Customer Returns
Supports Customer Warranty Customer
OE 3 3 3 3 3 3
Returns Returns
Supports Customer Service Customer
OE 3 3 3 3 3 3
Related Returns Returns
Supports Returned Material
Customer
Authorization Processing OE 3 3 3 3 3 3
Returns
(RMA's) for Return to Stock
Unique RMA Number Customer
OE 3 3 3 3 3 3
Automatically Generated Returns
User Defined RMA Reason Customer
OE 3 3 3 3 3 3
Codes by Line Item Returns
Printable RMA Documents or Customer
OE 3 3 3 3 3 3
Labels Returns
Customer RMA's Automatically

Set Up Electronic Receiving Customer
OE 3 3 3 3 3 3
Document for Warehouse Returns
Personnel
Supports Internet Based Entry of

OE E-Commerce 3 3 3 3 3 3
Sales Orders
Supports both Business to

Consumer (B2C) and Business OE E-Commerce 3 3 3 3 1 3
to Business (B2B) Transactions
Supports Internet Order Status

Reporting
Supports Internet Based Sales
Order Updates and OE E-Commerce 3 3 3 3 1 3
Cancellations
Supports Calculations of
Shipping and Handling Charges OE E-Commerce 3 3 3 3 1 3
on Internet Orders
Internet Suggested Selling:
Complimentary Selling, Up-Sell,
Cross-Sell, Promotional
Suggestions
Supports Calculation of Internet
Based Sales Tax
Supports Internet Usage and
Statistical Reporting
Supports Internet Based
Inventory Status Inquiries
Supports Internet Based Sales
Order Entry with Product OE E-Commerce 3 3 3 3 1 3
Attributes
Supports Internet Based Order
Entry with Product OE E-Commerce 3 3 3 3 1 3
Configurations
Supports Internet Bases Sales
Order Entry with On-Line Credit OE E-Commerce 3 3 3 3 1 3
Card Processing
Includes an Integrated Product

Configurator or the Integration of Product
OE 3 3 3 3 1 3
Third Party Product Configurator Configuration
for Sales Order Entry
Supports the Creation of Bill of

Materials and Routings Based Product
OE 1 3 3 3 3 3
on Entered Sales Orders for Configuration
Configured Products


Sales Order Entry and
Configuration Processing
Product
Manages any Required OE 1 3 3 3 3 3
Configuration
Production Run and Cycle
Times
Supports Sales Order Entry with

Configuration Based Products
Product
Automatically Calculate the OE 1 3 3 3 3 3
Configuration
Appropriate Sales Price for Each
Product of SKU
Supports Listing of Previously Product

OE 1 3 3 3 3 3
Configured Items Configuration
Product Configurator Supports
Product
Multiple Dimensional Product OE 1 3 3 3 3 3
Configuration
Attributes
Configurator Allows for Unlimited Product
OE 1 3 3 3 3 3
Notes per Item Configuration
Supports Rule Based Product Product
OE 1 3 3 3 3 3
Configurations Configuration
Supports User Selected

Product
Quantities per Option or Feature OE 1 3 3 3 3 3
Configuration
Within the Product Configurator
Product Configurator Explodes

Final Bill of Materials for Product
OE 1 3 3 3 3 0
Purchasing Related and Configuration
Receiving Activities
Supports Product Configurations Product

OE 1 3 3 3 3 0
within Quoting and Estimating Configuration
Supports Customer Invoice Customer

OE 1 3 3 3 3 0
Grouping by Order Number Definition
Supports Customer Invoice
Invoice
Grouping by Purchase Order OE 1 3 3 3 3 0
Management
Number
Supports Customer Invoice Invoice

OE 3 3 3 3 3 0
Grouping by Customer Number Management
Supports Customer Invoice

Invoice
Grouping by Customer Ship to OE 3 3 3 3 3 0
Management
Number
Supports Customer Terms by Invoice
OE 3 3 3 3 3 0
Order and By Line Item Management
Supports Tagging of Customers

Invoice
on Denial (Sales Orders No OE 3 3 3 3 3 0
Management
Longer Accepted for Account)
Supports Customer Specific Invoice

OE 3 3 3 3 3 0
Aging Factors Management
Supports Credit Card Invoice
OE 3 3 3 3 3 0
Transactions Management
Allows Automatic Calculation of Invoice
OE 3 3 3 3 3 0
Freight Costs Management
Allows Post-Shipping Entry of Invoice
OE 3 3 3 3 3 3
Freight Charges Management
Calculates Commissions by
OE Commissions 3 3 3 3 3 3
Salesperson
Supports Split Salespersons
Commissions
Supports Input of Sales Quotas

Based on Sales Dollars
Supports Input of Sales Quotas

Based on Sales Margin
Salesperson Based on
Percentage Level of Quota OE Commissions 2 3 3 0 3 3
Achievement in Minimum and
Maximum Intervals
Salesperson and Sales Type OE Commissions 2 3 3 0 3 3
Combination


Supports Customer-Salesperson
Commission Overrides

Ordering Trends with Exception OE Reporting 2 3 3 0 3 3
Alerts
OE Reporting 3 3 3 3 3 0
Invoice Formats
Statement Formats
Acknowledgement Formats
Supports Automatic
Transmission of Customer OE Reporting 3 3 3 3 1 3
Acknowledgements
Supports Customer Specific Bar
Code Labels
Supports Four Level Customer
Hierarchy
Supports End User Tracking for
Reseller Accounts
Tracks Change Order
Frequency and Reasons
Tracks Line Item and Order Fill
Rates
Packing Lists
Allows Automatic or User
Requested Printing of Bills of OE Reporting 3 3 3 3 1 3
Ladings (BOL)
Supports Order Inquiry by
Customer Purchase Order OE Reporting 3 3 3 3 1 3
Number
Customer Ship To Address
Customer Contact Name
Supports Order Inquiry by Data
Entry User
Supports Order Inquiry by Order
Date
Includes Profit and Loss Report
by Product or Four Level OE Reporting 3 3 3 3 1 3
Product Grouping
Includes Cost of Sales Report
by Product or Four Level OE Reporting 3 3 3 3 1 3
Product Grouping
Maintains Monthly and Year to
Date Sales Information by OE Reporting 3 3 3 3 1 3
Customer
Maintains Rolling Twelve Month
of Sales Information by OE Reporting 3 3 3 3 1 3
Customer
Provides Standard Sales Tax
Report
Provides Standard Daily Sales
Report
Provides Standard Report for
Sales by Sales Representative
Customer Sales History
Customer Sales by Due Date
Product Sales History
Last Customer Sale Report
Open Orders and Open Orders OE Reporting 3 3 3 3 1 3
by Due Date
Open Back Orders and Back OE Reporting 3 3 3 3 1 3
Orders by Due Date


Late Orders and Late Shipments OE Reporting 3 3 3 3 1 3
by Due Date
Line Item Fill Rates
Hot Items
Customer Open Order OE Reporting 3 3 3 3 1 3
Summaries
Customer Service OE Reporting 3 3 3 3 1 3
Representative Activity
Order on Hold
Delivery Ratings
Provides Standard Report to
Track Sales Quotas vs. Current OE Reporting 2 3 3 0 3 3
Sales


Customer Relationship Management
Fully Integrated with All System
CRM General 3 3 3 3 3 0
Modules
Supports Telemarketing Efforts CRM General 3 3 3 3 3 0
Supports Outside Sales Efforts CRM General 3 3 3 3 3 0
Supports Customer Quote Entry
and Order Conversion
Supports Help Desk or Problem
Tracking and Support
Supports an Internet Product
CRM E-Commerce 3 3 3 3 3 0
Support
Internet Customer Satisfaction
Calculation
Supports an Internet Knowledge
Base
Internet Content
Supports User Defined Activity
CRM Activity Tracking 3 3 3 3 3 0
Codes
Supports User Defined Result
Codes
Supports User Defined Tracking

of Process Step (Step within CRM Activity Tracking 3 3 3 3 3 0
Defined Sales Funnel)
Supports User Defined Loss

Business Codes
Supports Prospect Entry CRM Activity Tracking 3 3 3 3 3 0
Supports Prospect Download to
Microsoft Outlook
Supports Entry of Prospect
Location via Map and
Associated Directions to
Prospect
Supports Graphical Prospect
Analysis Based on Geographical CRM Activity Tracking 3 3 3 3 3 0
Location
Supports Prospect Conversion

to Customer at Order Placement
Supports Lead Source Tracking CRM Activity Tracking 3 3 3 3 3 0

Supports Multiple Contacts per
Prospect or Customer
Supports Assignment of Inside
Sales Representative per CRM Activity Tracking 3 3 3 3 3 0
Supports Assignment of Outside
Sales Representative per CRM Activity Tracking 3 3 3 3 3 0
Supports Initial Probability
Tracking per Prospect or CRM Activity Tracking 3 3 3 3 3 0
Customer
Supports Current Probability
Tracking per Prospect or CRM Activity Tracking 3 3 3 3 3 0
Customer
Supports Initial Rank Tracking
per Prospect or Customer
Supports Current Rank Tracking

per Prospect or Customer
Supports Multiple Contacts per

Supports Tagging Contacts for
Targeted Mail Campaigns
Supports System Generated
Call Scheduling
Supports Mass Call Scheduling

Based on Geography

Based on Sales Volume



Based on SIC Code

Based on Employee Count

Based on Last Call Date
Provides Daily Activity Inquiry to

Alert of Necessary Sales Action
Supports Sales Task Assignment

and Filtering by User Defined CRM Activity Tracking 3 3 3 3 3 0
Criteria
Supports Mass Rescheduling of
Sales Task Assignments
Supports Unlimited Note Entry
per Contact
Supports Document Attachment

per Contact/Customer
Supports Emailing of Contact

Direct from CRM System
Supports the Storing of
Preformatted Emails
Supports the Tracking of
Success Factor Relative to CRM Activity Tracking 3 3 3 3 3 0
Daily Activities
Supports Online Inquiry of
Contact History Inquiry
Contact Pending Activities
Produces Mailing Labels for
Direct Mail Campaigns


Field Service & Help Desk Management
Supports the Planning and
Associated Management of Service General 1 3 3 3 3 0
Field Level Service Teams
Field Level Service Functionality

Service General 1 3 3 3 3 0
is Fully Integrated with System
Help Desk (Support Problem

Log) is Fully Integrated with Service General 1 3 3 3 3 0
System
User Defined Key Words Service Set Up 1 3 3 3 3 0
User Defined Problem Category
Service Set Up 1 3 3 3 3 0
Codes
User Defined Priority Codes Service Set Up 1 3 3 3 3 0
User Defined Minimum
Response Time Requirements
Supports Entry of Service
Personnel by Company, Service Set Up 1 3 3 3 3 0
Division, or Cost Center
Personnel by Geography
Personnel by Time Period
Help Desk Tracks Customer and
Service Problem Entry 1 3 3 3 3 0
Contact
Help Desk Tracks Product
Number or SKU
Help Desk Tracks Product Serial
Number and Warranty Service Problem Entry 1 3 3 3 3 0
(Maintenance) Period
Help Desk Allows Unlimited Note
Entry
Help Desk Tracks Allows Entry
of Solution or Resolution
Help Desk Tracks Allows
Routing to Responsible Parties Service Problem Entry 1 3 3 3 3 0
for Resolution
Help Desk Allows Dispatching of
Technicians for Resolution
On-Line Query of Open Cases
Service Reporting 1 3 3 3 3 0
or Reported Problems
On-Line Query of Response
Times
Standard Report Exists for Open
Problems by Category
Standard Report Exists for Open
Problems Over 24 Hours
Standard Report Exists for

Problem Statistics by Customer

Resolution Time by Category
Standard Report Exists for List
of Potential Problems
Problem Log
Closed Problems by Category
Average Resolution Time by Service Reporting 1 3 3 3 3 0
Customer and Category
Standard Report Exists for Total
Calls and Time Spent by Service Reporting 1 3 3 3 3 0
Customer and Category


Manufacturing Resource Planning
Support On-Line Review of
Manufacturing Driven General MRP II Costing 3 3 3 0 3 3
Ledger Data
Supports Overhead Costs or
MRP II Costing 3 3 3 0 3 3
Burden Rates per Machine
Supports Assignment of Burden
or Overhead Rate to Work MRP II Costing 3 3 3 3 3 3
Centers
Supports per Unit Burden Costs
by Dollar Amount
Supports per Hour Burden Costs
by Dollar Amount
Supports Set Up Burden Rates MRP II Costing 3 3 3 3 3 3
Supports Burden Rates that are

Calculated by Dollar Amounts or MRP II Costing 3 3 3 3 3 3
Percentages
Supports Assignment of
Standard Direct Labor to Work MRP II Costing 3 3 3 3 3 3
Centers
Standard Direct Labor to MRP II Costing 3 3 3 3 3 3
Routing Step
Supports Assignment of Direct
Labor as a Burden Rate
Standard Machine Rates or MRP II Costing 3 3 3 3 3 3
Costs
Standard Set Up via Labor MRP II Costing 3 3 3 3 3 3
Rates to Work Centers
Supports Assignment
Incremental Cost Associated
with Subcontracting, Third Party MRP II Costing 3 3 3 3 3 3
Processing, or Outside
Processing
Supports Standard Cost Roll Up
Calculations
Calculations for Single Product MRP II Costing 3 3 3 3 3 3
Only
Calculations that Include Scrap MRP II Costing 3 3 3 3 3 3
and Yield Estimates
Supports Cost Roll Up Options
for Calculations of Labor and MRP II Costing 3 3 3 3 3 3
Burden
Supports a Minimum of a Twelve
Month Planning Horizon for MRP II Planning 3 3 3 3 3 1
Master Scheduling
Supports Definition of Available
Hours or Operation per MRP II Planning 3 3 3 3 3 3
Individual Machine
Allows User Defined Bucketing
formats in Days, Weeks, and MRP II Planning 3 3 3 3 3 3
Months
Allows Definition of Minimum
and Maximum Batch Sizes by MRP II Planning 3 3 3 3 3 3
Individual Product
Bill of Materials are Exploded to

Calculate the Net Requirements
Based Available Inventory
Balances, Existing Sales MRP II Planning 3 3 3 3 3 3
Orders, and Scheduled
Incoming Receipts, Forecasted
Amounts, and On Hold Inventory
Supports Top (Shippable

Finished Good) to Bottom (Raw MRP II Planning 3 3 3 3 3 3
Material) Planning
Supports Real-Time Cumulative
Lead Time Generation or MRP II Planning 3 3 0 0 0 0
Availability Data


Supports Purchased Finished

MRP II Planning 3 3 2 3 3 3
Goods Requirements, i.e., DRP
Supports Vendor Specific Lead

Time Offsets for Component MRP II Planning 3 3 0 0 0 0
Good Purchases
Supports Available Inventory
MRP II Planning 3 3 0 0 0 0
Build Optimization
Supports Review of ECO's
Status and Effectivity Date in MRP II Planning 3 3 3 3 3 3
Planning
Supports Production and Transit
Times for Third Party Processing MRP II Planning 3 3 3 3 3 3
Steps
Supports Planning Adjustments
for Seasonal Fluxuations in MRP II Planning 3 3 3 3 3 3
Demand
Supports Overlapping
MRP II Scheduling 3 3 3 3 3 3
Operations within Scheduling
Supports Simulation and "What

if" Scenarios without Altering the MRP II Simulations 3 3 3 3 3 3
Live Production Data
Supports Modifications to
Capacity Limits and
Manufacturing Calendars During MRP II Scheduling 3 3 3 3 3 3
Simulations without Altering Live
Data
Once Initiated, the Simulated
"What if" Data may be
MRP II Simulations 3 3 3 3 3 3
Transferred to Live the
Production Data if Desired
Supports Fully Integrated Master
Scheduling and Planning MRP II Scheduling 3 3 3 3 3 3
Functionality
Supports Scheduling from Order

Due Date Back to Production
Start Date - Also Referred to as
Backward Scheduling
Supports Scheduling Based on

Planned Completion Dates -
Also Referred to as Pull
Scheduling
Supports Finite Scheduling -

Scheduling Based on a Fixed or MRP II Scheduling 3 3 3 3 3 3
Limited Amount of Resources
Finite Scheduling Calculations

Consider Resource
Requirements such as Labor,
Machine, Tooling
Supports the Scheduling Based
on Machine or Process
Availability First and then
Material Availability Second -
Also Referred to as Process
Flow Scheduling
Supports Scheduling from the
Order Start Date to the End
Date - Also Referred to as
Forward Scheduling
Supports Scheduling from a
Midpoint in Production and
Moving Forward or Backwards
to Schedule Production - Also
Referred to as Midpoint
Scheduling
Supports Critical Ratios
Scheduling (Time to Finish
Divided by Unfinished
Production Units)


Scheduling System Provides an
Online Graphical Review and MRP II Scheduling 3 3 3 3 3 3
Update
Supports Modifications to the
Schedule Based on Changes in
Demand - Also Referred to as
Line Balancing
Supports Global Rescheduling
of Released and Unreleased MRP II Scheduling 3 3 3 3 3 3
Production Orders
Supports Automatic Grouping of

Similar Work Orders During the MRP II Scheduling 3 3 3 3 3 3
Production Scheduling Process
Supports Scheduling of a Group

of Products Such as in Two MRP II Scheduling 3 3 3 3 3 3
Level Master Scheduling
Supports the Usage of Work
Order within the Scheduling MRP II Scheduling 3 3 3 3 3 3
Process
Calculation of the Work Order's
Finish Date Based Work and
Available Resources
Supports Firm Planned Orders
(FPO) Which Allows the Planner
to Override Production Schedule
Output from MRP
Supports Demand Time Fence
(DTF) in Master Scheduling
Supports Planned Time Fence
(PTF) in Master Scheduling
Supports Individual Time Fences

Input for Unique Products
Supports Automatic
Rescheduling for MRP MRP II Scheduling 3 3 3 3 3 1
Exceptions
Supports By-Products or Co-
Products within the Schedule
Supports Service Based
Products within the Schedule
Supports Repetitive Schedules
with Rate Based Production
Allows the User to Set Up a
Standard Production Sequence MRP II Scheduling 1 3 3 3 3 3
for Scheduling
Supports Concurrent Usage of
Process and Discrete
Manufacturing (Mixed Mode
Manufacturing)
Incomplete Production Runs

Automatically Roll Forward to MRP II Scheduling 3 3 3 3 3 3
Future Shifts, Days, or Periods
Tentative Planning Schedule

Provides Forecasts, Sales
Orders, Master Schedule
Demand, and Incoming Receipts MRP II Scheduling 3 3 3 3 3 3
on One Screen or Report for
User Review Prior to Completion
of the Final Schedule
Supports User Defined Rough

Cut Bills or Bill of Critical MRP II Scheduling 3 3 3 3 3 3
Resources
Order Start Dates Utilize the
Products Lead Time
Supports the Usage of Effective

Dates in the BOM or ECN
Supports Decimal Fractions

within Scheduling and MRP II Scheduling 3 3 3 3 3 3
Production Recording


Supports Safety Stock
Replenishment Requirements
Supports Minimum Reorder
Points
Supports Minimum Batch Sizes MRP II Scheduling 3 3 3 3 3 3
Supports Order Quantity in

Multiple Calculations
Specific Warehouse, Locations,
or Cost Centers can be
Excluded from MRP
Calculations
Specific Lot of Inventory can be
Excluded from MRP MRP II Scheduling 3 3 3 3 3 3
Calculations
Supports Rescheduling by
Machine
Supports Rescheduling by
Product Group
Supports Special Processing for

Make to Order Type Products
Make to Order Products May

Immediately be Entered to
Product Schedule at Time of
Sales Order Entry
Supports Manufacturing Routing
MRP II 3 3 3 3 3 3
Routings Maintenance
Routings Support Revision Routing
MRP II 3 3 3 3 3 3
Levels Maintenance
Routings Support Version Routing
MRP II 1 3 3 3 3 3
Tracking Maintenance
Routings Support Effective Routing
MRP II 0 3 3 3 3 3
Dates Maintenance
Routings Support Entry of By-
Routing
Products per Routing Version or MRP II 3 3 3 3 3 3
Maintenance
Revision Level
Routings Support Entry of Co-
Routing
Products per Routing Version or MRP II 3 3 3 3 3 3
Maintenance
Revision Level
Supports the Entering of Tooling
Routing
Requirements in Routings via a MRP II 3 3 3 3 3 3
Maintenance
Field or Note
Supports Time Phased Tool
Routing
Requirements Planning to MRP II 3 3 1 0 3 3
Maintenance
Forecast Future Tool Demand
Supports Unlimited Work
Routing
Instructions per Routing and MRP II 3 3 1 3 3 3
Maintenance
Operation
Supports Subcontract or Outside
Routing
Third Party Processing within MRP II 3 3 1 3 3 3
Maintenance
Routings
Subcontracted or Outside
Processing Operations within
Routing
Routings Automatically Create MRP II 3 3 1 3 3 3
Maintenance
Purchase Orders and
Associated Shipping Documents
Supports a Routing Run Time

Routing
that is Entered by Operation MRP II 3 3 1 3 3 3
Maintenance
Step
Supports Input of a Standard
Routing
Set Up Time per Routing MRP II 3 3 1 3 3 3
Maintenance
Operation
Supports Input of Standard Run Routing
MRP II 3 3 1 3 3 3
Times by Hours Maintenance
Supports Input of Standard Run Routing
MRP II 3 3 1 3 3 3
Times by Units Maintenance
Support Input of a Fixed Run
Routing
Time that is Indifferent to the MRP II 3 3 1 3 3 3
Maintenance
Number of Units Produced
Supports Routing Move Time Routing
MRP II 3 3 1 3 3 3
Between Operations or Steps Maintenance


Supports Entry of Workers Routing
MRP II 3 3 1 3 3 3
Required per Routing Step Maintenance
Supports Routing Scrap or Yield Routing

MRP II 3 3 1 3 3 3
Factors per Operation or Step Maintenance
MRP Calculations Utilize Routing

MRP II 3 3 1 3 3 3
Routing Yield Factor in Planning Maintenance
Supports the Entry of Raw

Materials or Components Routing
MRP II 3 3 1 3 3 3
Utilized per Routing Operation Maintenance
or Step
Supports Routing "Same as
Routing
Except" or Copy and Replace MRP II 3 3 3 3 3 3
Maintenance
Functionality
Supports Work Center 'Where Routing
MRP II 3 3 3 3 3 3
Used' Inquiries Maintenance
Supports Mass Delete and
Routing
Replacement of Operations MRP II 3 2 0 0 0 0
Maintenance
within Routings
Supports the Entry of an

Routing
Inspection Process as MRP II 3 3 3 3 3 3
Maintenance
Operational Step within Routing
Supports the Entry of a

Routing
Packaging Process as MRP II 3 3 3 3 3 3
Maintenance
Operational Step within Routing
Supports the Usage of a BOM to

Work Order
be Dependent on a Given Sales MRP II 3 3 3 3 3 3
Management
Order Product Configuration
Supports the Usage of a Routing

to be Dependent on a Given Work Order
MRP II 3 3 3 3 3 3
Sales Order Product Management
Configuration
Supports Drill Down Inquiries for
Work Order
Work Orders Processing and MRP II 3 3 3 3 3 3
Management
Planning
Allows Online Component or
Work Order
Raw Material Inventory MRP II 3 3 3 3 3 3
Management
Availability Inquiry
Allows the User to Defined
Specific Routing Step to Record Work Order
MRP II 3 3 3 3 3 3
Actual Units Produced or Management
Scraped
Supports Automatic Release of
Work Order
Work Orders and Production MRP II 3 3 3 3 3 3
Management
Schedules
Supports Automatic Allocation of
Required Raw Materials or Work Order
MRP II 3 3 3 3 3 3
Components When the Work Management
Order is Released
Supports Work Orders with Work Order
MRP II 3 2 0 0 0 0
Multiple Line Items Management
Provides Printed Movement Work Order
MRP II 3 3 0 0 0 0
Instructions Management
Multiple Level Bill of Materials
are Automatically Allocated Work Order
MRP II 3 3 0 0 0 0
During the Work Order Release Management
Process
Allows Modification to Work
Work Order
Order Components Once MRP II 3 3 3 3 3 3
Management
Released
Allows Modification to Work
Work Order
Order Operations Once MRP II 3 3 3 3 3 3
Management
Released
Supports the Recording of
Applicable Product Attributes Work Order
MRP II 3 3 3 3 3 3
Relative to a Specific Work Management
Order Operation


Supports Reporting of Actual
Quantities Produced and Actual Work Order
MRP II 3 3 3 3 3 3
Quantities Scrapped During Management
Production
Supports Reporting of Actual Work Order

MRP II 3 3 3 3 3 3
Labor Utilized During Production Management
Allows Completion of a Work

Work Order
Order at Less Than 100% of MRP II 3 3 3 3 3 3
Management
Schedule
Allows Completion of a Work
Work Order
Order at More Than 100% of MRP II 3 3 3 3 3 3
Management
Schedule
Completed Subassemblies can
Work Order
be Moved or Allocated Directly MRP II 3 3 3 3 3 3
Management
to Final Work Orders
Completed Work Orders can be
Work Order
Allocated Directly to a Customer MRP II 3 3 3 3 3 3
Management
Order
Supports Work Order Work Order
MRP II 3 3 3 3 3 3
Disassembly Management
Supports Work Order Start and Work Order
MRP II 3 3 3 3 3 3
Stop Times Management
Supports Entry of a Work Day
Work Order
Capacity per Unique Work MRP II 3 3 3 3 3 3
Management
Center
Supports Entry of a Work Day
Work Order
and per Shift Capacity per MRP II 3 2 0 0 0 0
Management
Unique Work Center
Supports the Entry of Multiple Work Order
MRP II 3 3 3 3 3 3
Work Centers per Department Management
Allows the Entry of Multiple Work Order
MRP II 3 3 3 3 3 3
Machines per Work Center Management
Allows Assignment of Crews per Work Order
MRP II 3 3 3 3 3 3
Work Center Management
Allows Efficiency Factor per Work Order
MRP II 3 3 3 3 3 3
Work Center Management
Supports Backflushing of
Work Order
Components and Raw Materials MRP II 3 3 3 3 3 3
Management
at Standard Operation Rate
Supports Backflushing of Direct

Work Order
Labor at the Standard Operation MRP II 3 3 3 3 3 3
Management
Rate
Records Employee Exposure to Work Order
MRP II 3 3 3 3 3 3
Hazardous Materials Management
Allows Online Viewing or
Reporting of Work Center Load MRP II Reporting 3 3 3 3 3 3
Information
The Work Center Load
Reporting Consider Partially
MRP II Reporting 3 3 3 0 3 3
Complete Operations and Work
Orders
The Work Center Load
Reporting Identifies Planned, MRP II Reporting 3 3 3 0 3 3
Firm, and Released Orders
Supports a Dispatch List or
Production Schedule Reporting
Capability per Manufacturing
Work Center
Supports Online Inquiry of Work

Order Status by Work Order MRP II Reporting 1 3 3 0 3 3
Number or Product Number
Supports Online Inquiry of Work

in Process Inventory Status

Expected Work Order MRP II Reporting 3 3 3 0 3 3
Completion Date
Supports Online Inquiry or
Reporting of Finished Good MRP II Reporting 3 3 3 0 3 3
Availability


Scheduling Process Creates

Available-to-Promise (ATP) Data
Supports Available-to-Promise
Data which is Available in Real MRP II Reporting 3 3 3 0 1 3
Time Inquiries at Order Entry
Supports MRP Exception
Reports
Supports Automatic Response
for MRP Exception Reports or MRP II Reporting 3 3 3 0 1 3
Messages
Supports the Ability to Filter
System Generated MRP MRP II Reporting 3 3 3 0 1 3
Messages
Supports Standard Reports for a

Product's Gross Requirements
Support Single Level Pegging MRP II Reporting 3 3 3 0 1 3
Supports Multiple Level Pegging MRP II Reporting 3 3 3 3 1 3
Provides a Standard Production

Recap Report
Provides a Standard Report for
Manufacturing Variances
Production Schedule MRP II Reporting 3 3 3 3 1 3
Summaries
Detailed Production Schedules
Word Order Requirements
Manufacturing Planning
Raw Material Demand
Material Shortage
Inventory Status
Reviewing Tentative Schedules
Reviewing Final Schedules


Maintenance Repair and Operation
Downtime Resulting from
Schedule Equipment
Maintenance Activities are MRO n/a 3 3 3 3 3 3
Included in Planning and
Scheduling Calculations
Supports Recording of Non-
Planned or On Demand MRO n/a 3 3 3 3 3 3
Maintenance Requests
Supports Preventive or
MRO n/a 3 3 3 3 3 3
Scheduled Maintenance
Supports Predictive
MRO n/a 3 3 3 3 3 3
Maintenance Requirements
System Advises or Alerts User of
Preventive Maintenance Orders
MRO n/a 3 3 3 3 3 3
which Require Machine
Downtime
Maintenance Process Creates
MRO n/a 3 3 3 3 3 3
Work Order
Supports Entry of a Machine
MRO n/a 3 3 3 3 3 3
BOM (Equipment Part List)
Supports Entry of Both Stock
and Non-Stock Machine BOM MRO n/a 3 3 3 3 3 3
Items
Supports Machine BOM Version
MRO n/a 3 3 3 3 3 3
Levels
Supports Machine BOM
MRO n/a 3 3 3 3 3 3
Revision Levels
Supports On-Line Maintenance
MRO n/a 3 3 3 3 3 3
Instructions
Supports Maintenance Related
MRO n/a 3 3 3 3 3 3
Document Attachments
Unlimited Note Field for
Recording Maintenance Work MRO n/a 3 3 3 3 3 3
Performed on Equipment
Supports Gauge Calibration MRO n/a 1 3 3 3 3 3
Supports Scheduling of
MRO n/a 3 3 3 3 3 3
Maintenance Labor Resources
Accounts for Quantities and
Associated Costs for MRO Items MRO n/a 3 3 3 3 3 3
Removed from Inventory
Supports Accounting of Usage
of MRP Items to Individual Cost MRO n/a 3 3 3 3 3 3
Centers or Departments
Supports On-Line History
MRO n/a 3 3 3 3 3 3
Review by Machine


Remanufacturing
Supports Accounting for Cores
Products for Upgrade, Repair, or REM n/a 3 3 0 3 3 3
Remanufacturing

Component's Material Recovery REM n/a 3 3 0 3 3 3
Rate as Part of a Core Return
Tracks the Actual Parts

Replaced or Rebuilt on REM n/a 3 3 0 3 3 3
Remanufactured Products
Supports the Breakdown and
Potential Rebuild of a BOM for REM n/a 3 3 0 3 3 3
Unusable Cores


Warehouse Management System
WMS Costing 3 3 3 3 3 3
Actual Cost by Product
Weighted Average Cost by WMS Costing 3 3 3 3 3 3
Product
Supports the Recording of FIFO
Cost by Product
Supports the Recording of LIFO
Cost by Product
Standard Cost by Product
Supports the Recording of Last
Cost by Product
Supports Activity Based Costing
(ABC)
Supports General Ledger Cost
Variances Accruals
Supports User Defined Cost
Labels by Product
Supports a Multilevel Cost Roll
Up for Manufactured Products
Supports Simulated Cost Roll
Up for Manufactured Products
Supports User Defined Unit of
WMS Unit of Measures 3 3 3 3 3 3
Measures (UOM)
Supports Stocking Specific Unit
of Measures
Supports Selling Specific Unit of
Measures
Supports Purchasing Specific
Unit of Measures
Supports Shipping Specific Unit
of Measures
Supports Packing Specific Unit
of Measures
Supports Report Specific Unit of
Measures
Provides a Unit of Measure
Conversion Table to
Automatically Calculate WMS Unit of Measures 3 3 3 3 3 3
Conversions Between Unit of
Measures
Provides a Warehouse Specific

Unit of Measure Conversion
Table to Automatically Calculate
Conversions Between Unit of
Measures in that Specified
Warehouse
Supports 30 Digit Alpha Numeric

WMS Part Definition 3 3 3 3 3 3
Part Number
Supports Identification of UPC
Code
Supports Identification of
Packing Specific UPC Code
Supports Primary (Short) and
Secondary (Long) Product WMS Part Definition 3 3 3 3 3 3
Descriptions
Supports Marking Product
Obsolete by a Specific Date
Supports Marking Product
Obsolete Once Inventory is WMS Part Definition 3 3 2 1 3 3
Exhausted
Supports Replacement Part
Number Tracking and Prompts
Users of Replacement if WMS Part Definition 3 3 3 3 3 3
Obsolete Part Number is
Entered
Supports Planning Identifier for
Make Only, Buy Only, or a
Combined Value for On-Going
Make/Buy Analysis


Products to Include in MRP WMS Part Definition 3 3 3 3 3 3
Calculations
Products to Include in Standard WMS Part Definition 3 3 3 3 3 3
Sales
Products to Include in E- WMS Part Definition 3 3 3 3 3 3
Commerce Sales
Supports Minimum and
Maximum Stocking Levels by WMS Part Definition 3 3 3 3 3 3
Part Number
Supports Safety Stock

Calculations for Replenishments WMS Part Definition 3 3 3 3 3 3
by Part Number
Supports Service Level Factors

Defined by SKU for Automatic
Requisition Generation and
Replenishment
Supports Velocity Group at SKU
Level
Supports Phantom Products WMS Part Definition 3 3 3 3 3 3
Supports Scrap and Yield
Estimates at Finished Good WMS Part Definition 3 3 3 3 3 3
Level
Supports Scrap and Yield

Estimates at Raw Material Level
Supports Tracking of MRO Parts

and Tools
Product Master Allows for

General Ledger Account WMS Part Definition 3 3 3 3 3 3
Tracking Based on Product Type
Product Master Allows for

General Ledger Account WMS Part Definition 3 3 3 3 3 3
Tracking Based on Sales Type
Supports Automatic Quality
Assurance Testing at Receipt WMS Part Definition 3 3 3 3 3 3
(Auto QA)
Supports Part Specific Cycle
Times
Supports Part and Warehouse
Combination Cycle Times
Supports Multiple Level User
Defined Product Grouping
(Product Group, Sub-Group,
Line, and Sub-Line)
Supports Commodity Code
Entry by Product
Product Master Stores Individual
Product ABC Classification WMS Part Definition 3 3 3 3 3 3
Code
Product Master Tracks Product's
Drawing Number
Product Master Tracks Item's
Dimensions (Length, Width, and WMS Part Definition 3 3 3 3 3 3
Height)
Weight
Catch Weight
UPC Code
Shelf Life
Product Master Tracks Material
Safety Data Sheet (MSDS) WMS Part Definition 3 3 3 3 3 3
Requirements
Product Master Tracks an
Individual Item's Freight Class


Product Master Tracks Lot
Control Requirements and WMS Part Definition 3 3 3 3 3 3
Associated Properties
Lot Control Properties Set Up
Allows Minimum and Maximum
Tolerance Level Definition by WMS Part Definition 3 3 3 3 3 3
Unique Property and Part
Number Combination
Serial Number from Incoming
Receipt through Outbound
Shipment
Serial Number on Outbound WMS Part Definition 3 3 3 3 3 3
Shipments Only
Supports Kitting of Products at
Time of Shipment
Supports User Defined Product
Grades
Supports User Defined Storage

Location Types by Product - i.e., WMS Part Definition 3 3 3 3 3 3
Dry Stock, Refrigerated, Freezer
Supports User Defined

Technology Levels which
Restrict Sales of a Product to
Given Customer Types
Supports User Defined Velocity
Codes
Supports Royalty Tracking and
Applicable Royalty Payments WMS Part Definition 3 3 3 3 3 3
per Product
Supports Multiple Attributes per
Product Number, i.e., Size, WMS Part Definition 3 3 3 3 3 3
Width, Color
Product Attribute Labels are
User Defined
Supports Automatic Product
Unique Messages for Printed WMS Part Definition 3 3 3 3 3 3
Documents by Department
Supports the Ability to Enter
Multiple Alternate User Defined WMS Part Definition 3 3 3 3 3 3
Codes per Product
Substitute Products with WMS Part Definition 3 3 3 3 3 3
Rankings
Substitute Products by WMS Part Definition 3 3 3 3 3 3
Customer
Multiple Vendors and Associated
Information per Product (See
Purchasing Section)
Supports As Designed BOM's WMS Bill of Materials 3 3 3 3 3 3

Supports As Built BOM's WMS Bill of Materials 3 3 3 3 3 3
Supports Online Inquiries for
WMS Bill of Materials 3 3 3 3 3 3
Single Level BOM's
Supports Online Explosion of

Multi-Level and Indented BOM's
Supports the Phantom BOM's WMS Bill of Materials 3 3 3 3 3 3

Supports Batch or Template
Based BOM's as Used by
Process Manufacturers - Also WMS Bill of Materials 3 3 3 3 3 3
Referred to as a Recipe or
Formula
Tracks Unique Scrap or Yield
Factors for Each Component WMS Bill of Materials 3 3 3 3 3 3
within a Given BOM
Tracks Component Level Lead
Time for Ability to Promise and WMS Bill of Materials 3 3 3 3 3 3
Scheduling Usage


Allows By-Products and Co-
Products in Manufacturing
BOM Allows Pull as Used
Components
BOM Allows Backflush
Components
BOM Allows Default Inventory
Location Entry for Backflush WMS Bill of Materials 3 3 3 3 3 3
Components
BOM Allows for Unique
Reference Identifiers by WMS Bill of Materials 3 3 3 3 3 3
Component
BOM Allows for Unique Drawing

Number by Component
Support "Same as Except" or

"Copy and Replace" Capability WMS Bill of Materials 3 3 3 3 3 3
in BOM
Supports Mass Delete and
Replace of BOM Components
Supports Component Part
Effective Dates
Supports Component
Replacement Reference
Supports Lot Tracking of
Components
Supports Serial Number
Tracking of Components
Supports Substitute or Alternate
Products at the BOM WMS Bill of Materials 3 3 3 3 3 3
Component Level
Supports Ranking of Substitute
BOM Components
Supports Ranking of Substitute

BOM Components by Customer
Supports Engineering Change Engineering

WMS 3 3 3 3 3 3
Orders (ECO) Change Orders
Supports System Generated Engineering
WMS 3 3 3 3 3 3
Assignment of ECO Numbers Change Orders
Tracks ECO Status Levels - Engineering
WMS 3 3 3 3 3 3
Obsolete, Active, Planned Change Orders
Tracks Current ECO Revision Engineering
WMS 3 3 3 3 3 3
Level Change Orders
Engineering
Supports ECO Descriptions WMS 3 3 3 3 3 3
Change Orders
Tracks ECO Owners or Engineering
WMS 3 3 3 3 3 3
Engineers Change Orders
Supports ECO Routing of Engineering
WMS 3 3 3 3 3 3
Electronic Approvals Change Orders
Tracks ECO Creation and Engineering
WMS 3 3 3 3 3 3
Implementation Dates Change Orders
Supports MRP Planning Based
Engineering
on Applicable ECO WMS 3 3 3 3 3 3
Change Orders
Implementation Dates
Tracks ECO Specific GL
Engineering
Account Number for Rework or WMS 3 3 3 3 3 3
Change Orders
Scrap Due to Initiation of ECO
Supports Real-Time Update of
WMS Inventory Control 3 3 3 3 3 3
Inventory Transactions
Supports Multiple Warehouses WMS Inventory Control 3 3 3 3 3 3

Supports Multiple Distribution
Centers
Supports Inventory Movement
and Transfer Between Locations WMS Inventory Control 3 3 3 3 3 3
and Warehouses
Supports Inter-Warehouse
Replenishments and Transfers
Supports Product Specific
Transfer Pricing Between
Warehouses or Distribution
Centers


Supports Automated
Replenishment from Another
Warehouse or Distribution
Center
Supports Transfer Lead Times
Between Warehouse or WMS Inventory Control 3 3 3 3 3 3
Distribution Centers
Supports Multiple Inventory
Locations and Bins per WMS Inventory Control 3 3 3 3 3 3
Warehouse
Supports Location Definition as
Dock Location
Pick Location
Putaway Location
Staging Location
Cart Location
Supports Random Locations WMS Inventory Control 3 3 3 3 3 3
Supports Nettable and Non-

Nettable Locations - Exclusion WMS Inventory Control 3 3 3 3 3 0
from MRP Calculations
Supports Primary Put Away
Locations with Ranking of WMS Inventory Control 3 3 3 3 3 0
Locations by Products
Supports Primary Pick Locations
with Ranking of Locations by WMS Inventory Control 3 3 3 3 3 0
Products
Primary Pick Locations Allow
Automatic Restocking Based on
Percentage Full for AM and PM
Restocking
Supports Primary
Replenishment or Restocking WMS Inventory Control 3 3 3 3 3 0
Locations
Supports Consignment Inventory WMS Inventory Control 3 3 3 3 3 0
Supports License Plates WMS Inventory Control 3 3 3 3 3 0

Supports Nested License Plates
(Multi-Level)
Supports Repacking of License
Plates
Supports 'Womb to Tomb' or
'Cradle to Grave' Lot Number
Tracking - i.e, Multi-Level Lot
Tracking
Supports 'Womb to Tomb' or
'Cradle to Grave' Serial Number
Tracking - i.e., Multi-Level Serial
Tracking
Supports Cascade Receiving WMS Receiving
Supports Full Directed Put Away WMS Receiving 3 3 3 3 3 3
Supports Straight to Stock Put

WMS Receiving 3 3 3 3 3 3
Away
Supports Dock to Stock Put
Away
Supports Movement of Inventory
to Containment Location or
Status for Future Quality
Inspection
Allows the Receipt of Multiple
Purchase Orders at One Time
Supports Recording of Vendor
Lot Number at Receipt
Serial Number at Receipt

Certification Number at Receipt


Supports Usage of Negative
WMS Shipping 3 3 3 3 3 3
Inventory
Supports Password Protected
Manual Allocation of Individual WMS Shipping 3 3 3 3 3 3
Sales Orders
Allows Minimum Inventory
Availability Requirements for
Allocation Based on Quantity WMS Shipping 3 3 3 3 3 3
Amounts of Individual Sales
Order Items
Allocation Based on Percentage WMS Shipping 3 3 3 3 3 3
Order Items
Allocation Based on Percentage WMS Shipping 3 3 3 3 3 3
Order Items
Allocation Based on the WMS Shipping 3 3 3 3 3 3
Percentage Amount of the Total
Sales Order
Allocation Based on the Dollar
Value of the Total Sales Order

Allocation Based on the Weight
of the Total Sales Order
Supports Zone Picking WMS Shipping 3 3 3 3 3 3
Warehouse Personnel by Zones
Supports Wave Picking WMS Shipping 3 3 3 3 3 3
Supports Printing of Pick List for
Subcontractor Products when
Sending to Outside Processing
Vendor
Supports Printing of Shipment
Document for Subcontractor
Products when Sending to
Outside Processing Vendor
Supports Printing of Pick Lists
for Customer Orders, Work
Order, Transfers, and
Manufacturing Scheduled
Supports Batch Printing of Pick
Tickets

Lists Based on Maximum Weight WMS Shipping 3 3 3 3 3 3
of Orders in Batch Print

Lists Based on Maximum WMS Shipping 3 3 3 3 3 3
Number of Order in Batch Print
Lists Based on Maximum Cube WMS Shipping 3 3 3 3 3 3
of Orders in Batch Print
Supports Consolidated Pick
Lists
Supports Picking by Location
Sequence
Supports FIFO Based Location
Picking
Supports Directed Allocation of

Specific Lots or Serial Numbers
Supports Random Allocation

License Plates


Supports Picking and Shipment
of Complete Orders or 'Ship WMS Shipping 3 3 3 3 3 3
Complete" Orders
Supports Printing of Pick List

that Exclude Floor Stock Items
Supports Containerized
Shipping
Supports User Defined Freight
WMS Transportation 3 3 3 3 3 3
Codes and Rates
Supports Maximum Driving Time
Input for Truck Drivers
Supports Minimum Break Time
Input for Truck Drivers
Supports Five Day or Seven
Day Week Schedules for Truck WMS Transportation 3 3 3 3 3 3
Drivers
Codes and Rates
Supports Both Calculated and
Actual Freight Charges
Supports Rates Based on
Purchase Price
Purchase Weight
Number of Units Purchased
Codes with Multiple Costing WMS Transportation 3 3 3 3 3 3
Factors (Five or More)
Supports User Defined Handling
Charges Based on Percentage WMS Transportation 3 3 3 3 3 3
or Dollar Values
Classes
Supports User Defined FOB
Points
Supports Tracking of Hazardous
Material Shipments
Supports Standard Truck
Schedules and Routes
Tracks Transit Times and Freight
Costs
Supports Calculations to
Maximize Truckload Capacity
Supports Calculations to
Minimize Overall Freight Costs
Supports Shipment
Consolidations by Truck Load
Supports Shipment
Consolidations by Route Code
Allows Tracking of Pallet
Shipments, Returns, and
Purchases by Truck Loads and
by Carrier
Supports Customer Detention
Charges
Supports Printing of Export
Documentation (Proforma WMS Transportation 3 3 3 3 1 3
Invoices)
Tracks Carrier Performance
Tracking and Reporting
Allows User Defined Carrier
Response and Reason Codes
Supports Freezing of both Work- Physical

in-Process (WIP) Inventories by WMS Inventories and 3 3 3 3 1 3
Operation and Stockroom Cycle Counts
Supports Printing Tags or Physical

Tickets for Physical Inventories WMS Inventories and 3 3 3 3 1 3
or Cycle Counts Cycle Counts
Provides an Associated Tag or Physical
Ticket Reconciliation Report for WMS Inventories and 3 3 3 3 1 3
Completion Checking Cycle Counts


Allows User to Enter in Count
Physical
Results for Further Review,
WMS Inventories and 3 3 3 3 1 3
Inventory Update, and Variance
Cycle Counts
Reporting
Provides a Variance Report for Physical
Frozen vs. Counted Inventory WMS Inventories and 3 3 3 3 1 3
Amounts Cycle Counts
Individual Count Results my be Physical
Posted to Actual Inventory WMS Inventories and 3 3 3 3 1 3
Records Cycle Counts
Supports User Parameters for Physical
Cycle Count Flow by Product or WMS Inventories and 3 3 3 3 1 3
Location Cycle Counts
Physical
Movement Percentage for
Automatic Suggestion of Cycle
Cycle Counts
Counts
Support Two Step Inventory
Periodic Cycle Counting Where Physical
the User Counts Goods without WMS Inventories and 3 3 3 3 1 3
First Knowing the Anticipated Cycle Counts
Quantity on Hand
Physical
Supports Control Cycle Counts
by Grouping and Ranges
Cycle Counts
Physical
Supports User Defined Inventory
Adjustment Reason Codes
Cycle Counts
Provides 'Where Used' Inquiry
WMS Reporting 3 3 3 3 1 3
for BOM Components
Provides an Exploded BOM
Report
Provides Stock Out Report or
On-Line Inquiry
Tracks Warranty of Products WMS Reporting 3 3 3 3 1 3
Tracks Warranty Period and
Expiration Date for Shipments to
Customers (Does Not
Necessarily Equal Vendor
Warranty Period if Distributed
Product)
Tracks Periodic Servicing of
Items Sold
Supports Calculation and
Reporting of ABC Inventory WMS Reporting 3 3 3 3 1 3
Analysis
System support user defined
ABC Inventory Calculation WMS Reporting 3 3 3 3 1 3
Buckets
Tracks and Reports Excess,
Surplus, or Obsolete Inventory
Supports Printing of Shipping
Documents for Consignment WMS Reporting 3 3 3 3 1 3
Orders
Supports On-Line Review of
Individual Products Monthly
Statistics, i.e. Units Received, WMS Reporting 3 3 3 3 1 3
Shipped, Returned, Transferred,
Consumed
Monthly Product Statistics are

Available by Warehouse Codes
Supports On-Line Review of

Individual Products Annual
Statistics, i.e. Units Received, WMS Reporting 3 3 3 3 1 3
Shipped, Returned, Transferred,
Consumed
On Hand Inventory
WMS Reporting
Costed Stock Status
Material Allocation


Requested Shipments
Slow Moving Inventory
Shipment Detail by Customer
Replenishments
Required Repack
BOM Cost Roll Ups
BOM Cost Summaries
EPA Product Usage
Finished Goods On Hand WMS Reporting 3 3 3 3 1 3
Inventory
Open Inventory Moves
Back Orders
Inventory Adjustments
Inventory Transactions


Bar Code and Data Collection
Supports Thermal Transfer
Printing of Barcode Label Barcode Printing 3 3 3 0 0 3
Printing
Supports Scanning by Hand-
Barcode Printing 3 3 3 0 0 3
Held Scanning Devices
Supports Scanning by
Stationary Scanning Devices
Supports Scanning by Radio
Frequency (RF) Scanning and Barcode Printing 3 3 3 0 0 3
Input Devices
Allows Barcode Printing on All
Documents
Supports One Dimensional
Barcode Printing & Scanning
Supports Two Dimensional
Barcode Printing & Scanning
Barcode Scanning Available in
Barcode Scanning 3 3 3 0 0 3
Order Entry
Receiving
Shipping
Manufacturing
Supports Automatic Completion

of RF Based Receipts
Supports Automatic Completion

of RF Based Picks and Barcode Scanning 3 3 3 0 0 3
Shipments
Supports RFID Processing Barcode Other 3 3 3 0 0 3


Electronic Data Interchange
Ability to Send and Receive
EDI General 3 3 3 1 0 3
Data
Automotive Manufacturers
Releases Supported (GM, Ford, EDI General 0 3 3 3 0 0
DaimlerChrysler)
Large Retailer Transactions
Supported (Wal-Mart, Target, EDI General 3 3 3 3 0 0
Staples)
180 - Return Merchandise
EDI Transaction Set 3 3 3 3 0 0
Authorization/Notification
210 - Freight Invoice EDI Transaction Set 3 3 3 3 0 0
503 - Pricing History EDI Transaction Set 3 3 3 3 0 0
805 - Contract Pricing EDI Transaction Set 3 3 3 3 0 0
810 - Invoice EDI Transaction Set 3 3 3 3 0 0
811 - Invoice Summary EDI Transaction Set 3 3 3 3 0 0
812 - Credit/Debit Adjustments EDI Transaction Set 3 3 3 3 0 0
820 - Payment
Order/Remittance Advice
823 - Lockbox EDI Transaction Set 3 3 3 3 0 0
824 - Application Advice EDI Transaction Set 3 3 3 3 0 0
830 - Production Schedule and
Release
832 - Price/Sales Catalog EDI Transaction Set 3 3 3 3 0 0
836 - Contract Award EDI Transaction Set 3 3 3 3 0 0
840 - Request for Quotation EDI Transaction Set 3 3 3 3 0 0
842 - Nonconformance Report EDI Transaction Set 3 3 3 3 0 0
843 - Response to Request for
Quotation
844 - Product Transfer Account
Adjustment
845 - Price Authorization EDI Transaction Set 3 3 3 3 0 0
846 - Inventory Inquiry EDI Transaction Set 3 3 3 3 0 0
847 - Material Claim EDI Transaction Set 3 3 3 3 0 0
850 - Purchase Order EDI Transaction Set 3 3 3 3 0 0
853 - Routing and Carrier
Instruction
855 - Purchase Order
Acknowledgement
856 - Advanced Shipment
Notification (ASN)
857 - Shipment and Billing
Notification
858 - Shipment Information EDI Transaction Set 3 3 3 3 0 0
860 - Purchase Order Change EDI Transaction Set 3 3 3 3 0 0
861 - Receiving Advice EDI Transaction Set 3 3 3 3 0 0
862 - Shipment
Schedule/Release Notice
864 - Text Message EDI Transaction Set 3 3 3 3 0 0
865 - Purchase Order Change
Acknowledgement
866 - Production Sequence EDI Transaction Set 3 3 3 3 0 0
867 - Product Transfer Resale
Report
869 - Order Status Inquiry EDI Transaction Set 3 3 3 3 0 0
870 - Order Status Report EDI Transaction Set 3 3 3 3 0 0
940 - WHS Shipping Order EDI Transaction Set 3 3 3 3 0 0
943 - Stock Transfer/Receipt
944 - Stock Transfer/Receipt EDI Transaction Set 3 3 3 3 0 0
945 - Shipping Advice EDI Transaction Set 3 3 3 3 0 0
947 - Shipping Adjustment EDI Transaction Set 3 3 3 3 0 0
879 - Price Change EDI Transaction Set 3 3 3 3 0 0
997 - Functional
Acknowledgement


Project Management/Job Cobtrol
Supports Network or Critical
Path Analysis (ex. PERT) for PM n/a 3 3 3 3 3 0
Projects
Supports Definition of Job
PM n/a 3 3 3 3 3 0
Templates
Supports Breakdown for
Projects Based on Project Step PM n/a 3 3 3 3 3 0
or Phase
Supports Maintenance of All
Material Costs Associated to a
PM n/a 3 3 3 3 3 0
Specific Project, i.e., Step or
Phase
Labor Costs Associated to a
PM n/a 3 3 3 3 3 0
Phase
Burden Costs Associated to a
PM n/a 3 3 3 3 3 0
Phase
Supports Tracking of Employee
PM n/a 3 3 3 3 3 0
Expenses and Time
Allows MRP Scheduling and
PM n/a 3 3 1 1 1 0
Planning for Projects
Allows Addition of Customer
Orders or Releases to an PM n/a 3 3 3 3 3 0
Existing Project
Tracks Customer Invoices and
Vendor Payments Made to a PM n/a 3 3 3 3 3 0
Given Project


Workflow Management
Supports the Automation of
Workflow n/a 3 3 3 3 3 3
Business Workflow or Tasks
Supports Customization of the
Workflow n/a 3 3 3 3 3 3
Workflow or Task Automation
Supports Documentation
Customization to Provide User
Instructions or Help for Workflow n/a 3 3 0 3 3 3
Applicable Automated Tasks or
Workflow Activities
Supports Tracking and Analysis
of Workflow Trends and User Workflow n/a 3 2 1 1 1 1
Performance


Data Warehousing and Advanced Reporting
Exported and Imported
DW n/a 3 3 3 3 3 3
Capabilities
Reports are Customizable DW n/a 3 3 3 3 3 3
Standard Reports Accessible
Direct from Standard User DW n/a 3 3 3 3 3 3
Screens
Graphical Reports Standard DW n/a 3 3 3 3 3 3
Supports Drill Down On-Line
DW n/a 3 3 3 3 3 3
Reporting
Supports Variation and
DW n/a 3 3 3 3 3 3
Exception Reporting
Existing Business Intelligence
and Executive Reports are DW n/a 3 3 3 3 3 3
Available
Supports Online Dashboards DW n/a 3 3 3 3 3 3
Dashboards are Defined by User DW n/a 3 3 3 2 3 2
Dashboards May be Graphical DW n/a 3 3 3 2 3 2
Dashboards May be Table
DW n/a 3 3 3 2 3 2
Based
Dashboards May Include
DW n/a 3 3 3 2 3 2
Reports
Dashboards May Include Gas
DW n/a 3 3 3 2 3 2
Gages
Dashboards May Include
Unlimited Quadrants or Data DW n/a 3 3 3 2 3 2
Elements per User
Dashboards May be Exported to
DW n/a 3 3 3 2 3 2
HTML
Dashboards May be Exported to
DW n/a 3 3 3 2 3 2
Excel
Supports Online Workbenches DW n/a 3 3 3 2 3 2
Workbenches May be Defined
DW n/a 3 3 3 2 3 2
by User or Functional Area


Human Resource and Payroll Management
Supports Entry of a Department Employee
HR 3 3 3 0 3 3
Code for Each Employee Definition
Supports the Entry of a Pay Employee

HR 3 3 3 0 3 3
Rate for Each Employee Definition
Supports the Tracking Skills Employee
HR 3 1 3 0 1 1
Sets by Individual Employee Definition
Supports Tracking of Individual
Employee
Employee Training Course HR 3 1 3 0 1 1
Definition
Completion
Supports Tracking of Employee
Employee
Job Performance or Company HR 3 1 3 0 1 1
Definition
Provided Appraisals
Tracks Employee Sick and
Employee
Personal Time Allowed Versus HR 3 1 3 0 1 1
Definition
Time Taken
Tracks Minority or Union Related Employee
HR 3 1 3 0 1 1
Employee Data Definition
Employee
Individual Employee Date of HR 3 1 3 0 1 1
Definition
Hire and Anniversary Dates
Supports the Tracking of Time
Time and
and Attendance Reporting for HR 3 1 3 0 1 1
Attendance
Hourly Employees
Supports the Tracking of Time
Time and
and Attendance Reporting for HR 3 1 3 0 1 1
Attendance
Salary Employees
Supports Integration of Time and
Attendance Functionality to the Time and
HR 3 3 3 0 3 3
Manufacturing Plant Floor Attendance
Schedule
Supports Printing of Payroll
HR Payroll 3 1 1 0 1 1
Checks
Supports the Tracking and
Payment of Piece and Incentive HR Payroll 3 1 1 0 1 1
Based Pay Rates
Supports the Tracking of Federal

Payroll Tax Processing
Supports the Tracking Multi-

State and Providence Payroll HR Payroll 3 1 1 0 1 1
Tax Processing
Federal, State, Providence

Based Payroll Tax Tables are
Included with Software Sale and
Post-Sale Updates Provided
Supports Employee Tax

Accruals and Reports


Optional Company Specific Requirements
Company Specific # 1 Other n/a 3 3 3 3 3 3

Vendor Comparison Chart
Point Value of Responses Percentage Value of Responses
Items
Per Vendor Vendor Vendor Vendor Vendor Vendor Vendor Vendor Vendor Vendor
Requirements Section Section A B C D E A B C D E
Technology/Infrastructure 66 585 579 519 585 546 99% 98% 88% 99% 92%
Application Summary 24 196 196 196 196 196 96% 96% 96% 96% 96%
General Ledger & Financial Management 75 624 624 574 518 579 100% 100% 92% 83% 93%
Accounts Payable 54 453 429 450 336 450 99% 93% 98% 73% 98%
Accounts Receivable 71 579 522 499 461 579 100% 90% 86% 80% 100%
Forecast Management 26 216 216 207 216 216 100% 100% 96% 100% 100%
Purchase Order & RFQ Management 114 912 723 843 846 912 99% 79% 92% 92% 99%
Order Management & Quotation Processing 204 1662 1540 1554 1320 1563 100% 93% 94% 79% 94%
Customer Relationship Management 45 405 405 405 405 0 100% 100% 100% 100% 0%
Field Service & Help Desk Management 28 84 81 80 81 0 100% 96% 95% 96% 0%
Manufacturing Resource Planning 159 1383 1221 1143 1194 1287 99% 87% 82% 85% 92%
Maintenance Repair and Operation 18 156 156 156 156 156 100% 100% 100% 100% 100%
Remanufacturing 4 36 0 36 36 36 100% 0% 100% 100% 100%
Warehouse Management System 231 2043 2040 2037 1773 1899 100% 99% 99% 86% 93%
Barcode & Data Collection 14 126 126 9 0 126 100% 100% 7% 0% 100%
Electronic Data Interchange 45 387 387 381 0 9 100% 100% 98% 0% 2%
Project Management/Job Control 8 90 84 84 84 0 100% 93% 93% 93% 0%
Work Flow Management 4 33 21 30 30 30 92% 58% 83% 83% 83%
Data Warehousing and Reporting 18 162 162 132 162 120 100% 100% 81% 100% 74%
Human Resources & Payroll 17 69 117 0 69 69 45% 76% 0% 45% 45%
Other - Company Specific Questions 20 180 162 153 135 132 100% 90% 85% 75% 73%
Weighted Average Total 1245 10381 9791 9488 8603 8905 98.67% 93.06% 90.18% 81.77% 84.64%
Copyright 2009 Technology Group International Comparison

Graphical Summary Report
Functional Area Breakout of Template Questions
Technology/Infrastructure
Application Summary
General Ledger & Financial Management
Accounts Payable
Accounts Receivable
Forecast Management
Purchase Order & RFQ Management
Order Management & Quotation Processing
Customer Relationship Management
Manufacturing Resource Planning
Remanufacturing
Barcode & Data Collection
Electronic Data Interchange
Project Management/Job Control
Work Flow Management
Data Warehousing and Reporting
Human Resources & Payroll
Other - Company Specific Questions
The above chart provides an overview of the templates question breakout. As it shows, significant emphasis is placed on
the sections of manufacturing resource planning, warehouse management, and order management.
Copyright 2009 Technology Group International Graphical Summary

Overall Vendor Response by Percentage Score
98.67%
93.06%
90.18%
84.64%
81.77%
Vendor A Vendor B Vendor C Vendor D Vendor E
The above chart provides an overview of the individual supplier responses. The percentage amount displayed is the
vendor's total weighted average response compared to the total weighted average of the requirements.
Vendor Weighted Average Response

Copyright 2009 Technology Group International by Functional Area Graphical Summary
Other - Company Specific Questionswww.tgiltd.com
All Rights Reserved
Vendor Weighted Average Response
by Functional Area Other - Company Specific Questions
Data Warehousing and Reporting
Work Flow Management
Project Management/Job Control
12000 Electronic Data Interchange
Barcode & Data Collection

10000
Remanufacturing

8000 Manufacturing Resource Planning
6000 Customer Relationship Management
Order Management & Quotation Processing
Purchase Order & RFQ Management

4000
Forecast Management
Accounts Receivable
2000 Accounts Payable
General Ledger & Financial Management
0
Application Summary
Vendor A Vendor B Vendor C Vendor D Vendor E Technology/Infrastructure
The above chart provides an overview of the individual supplier responses by section as a component of their overall
response. The figures on the left display the supplier's total weighted average response and how each section is a
component of the response.

Supplier Percentage Comparisons by Functional Area
Technology and Infrastructure Application Summary
99% 99%
98%
96% 96% 96% 96% 96%
92%
88%
Vendor A Vendor B Vendor C Vendor D Vendor E Vendor A Vendor B Vendor C Vendor D Vendor E
General Ledger and Financial Management Accounts Payable Management
100% 100% 99% 98% 98%

92% 93% 93%
83%
73%


Accounts Receivable and Collections Forecast Management
100% 100% 100% 100%

100% 100%
90%
86%
80%
96%
Purchase Order and RFQ Management Order Management and Quote Processing
99% 99% 100%

92% 92% 93% 94% 94%
79% 79%


Customer Relationship Management Field Service and Help Desk Management
100% 100% 100% 100% 100%

96% 95% 96%
0% 0%
Manufacturing Resource Planning Maintenance Repair and Operation
99% 100% 100% 100% 100% 100%

92%
87% 85%
82%

Remanufacturing Warehouse Management System
100% 100% 100% 100% 100% 99% 99%
93%
86%
0% Vendor A Vendor B Vendor C Vendor D Vendor E

Barcode and Data Collection Electronic Data Interchange
100% 100% 100% 100% 100% 98%
7%
2%
0% 0%

7%
2%
0% 0%

Project Management Work Flow Management
92%
100% 83% 83% 83%
93% 93% 93%
58%
0% Vendor A Vendor B Vendor C Vendor D Vendor E

Data Warehouse and Advanced Reporting Human Resources and Payroll
100% 100% 100% 76%
81%
74%
45% 45% 45%
0%

0%
Other - Company Specific
100%
90%
85%
75% 73%

TGI is an industry-leading enterprise software solution provider to small and mid-market manufacturers and distributors. TGI’s
exclusive focus is on the development, implementation, and support of Enterprise 21, the company’s fully-integrated business
management software solution. TGI is a privately-held organization with one of the highest revenue per employee ratios in the ERP
software industry.
For more information, please visit www.tgiltd.com, or contact TGI directly at (800) 837-0028.
Copyright 2009 Technology Group International About TGI


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©2009 Technology Group Intertnational, Ltd. All rights reserved.

Vendor General Info Tab

Vendor Functionality Tab

Copyright 2009 Technology Group International Page 3 of 80

Required Data Input for Response Criteria

Required Data Input for Response Criteria

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Abbreviation Description Sections Questions

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Vendor Comparison Tab

Graphical Summary Tab

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Copyright 2009 Technology Group International Vendor A

Copyright 2009 Technology Group International Vendor B

Copyright 2009 Technology Group International Vendor C

Copyright 2009 Technology Group International Vendor D

Copyright 2009 Technology Group International Vendor E

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Business Intranet Functionality

Allows Multi-Level Password

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Provides Transaction Audit Trails Technology Security 3 3 3 3 3 3

Allows Secure Remote Access Technology Security 3 3 3 3 3 3

Supports User Define Favorites

Supports User Defined Color

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Integrated Report Writer with Application

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Supports Individual Planning Company

Allows Shared Product Master

Supports the Entry of a Unique

Allows Unique MRP Processing

Supports Tracking of Individual

Supports both Centralized,

Supports both Centralized,

Supports G/L Account Allocation Account

G/L Account Protection to

Allows Two or More Accounting Period and Year

Allows for Automatic Period Period and Year

Supports the Automatic Close of

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Financial Report Writer Supports Financial Report

Financial Report Writer is Financial Report

Financial Report Writer Supports Financial Report

Financial Report Writer Supports

User Defined Totals and Sub- Financial Report

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Standard Report for Account Financial Report

Standard Report for GL

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier

Supports the Option to Place an Invoice

Supports the Option to Place an Invoice

Supports the Vendor Payments Invoice

Supports Automatic Close of

Copyright 2009 Technology Group International Functionality

Primary Secondary Priority Supplier Supplier Supplier Supplier Vendor Supplier