CSI Vendor Demo Notes-IFS 6-6-2011 v1-0

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                                                      Vendor Demo: IFS
                                              Barb Zimmerman, IT Directions Notes

Sales: Adam Skladder, Liz Klise, Leif Johansson, Jeff Belanger, Dave Teitsma (Radley), Scott Loomis (Radley)
Other participants: China, Costa Rica, Florida

 1.1 What facilities does your system have to              Acquired 360 Scheduling last year.
 support the following:                                    User defined queries.
 a. Process monitoring and user notification of            Conditional formatting – allows you to change colors on screen.
 aberrant processes (e.g., purchase order over             Collaboration capabilities – e.g. send tasks to one another and built-
 received)                                                in workflow.
 b. Security at the application (log-on), menu,            Search.
 screen, and field levels by user or group of users        Every user interface is role-based. Showed the buyer role. Shows
                                                          hypertext links to their most common functions.
 c. Re-labeling of fields, creating or modifying hot       Showed collaboration – passed a list of late requsitions to another
 buttons                                                  user. Other user got an email with a link to the list of requisitions
                                                           and then drilled into the supply/demand planning view from a
 d. Key field retention (i.e. the ability to investigate   requisition.
 a part number, vendor, customer (or other key
 field) from screen to screen without having to            Terms dictionary is where we can relabel a field and it’s replace with
 reenter the info.                                        your new term throughout the system (globally). Explained that this
                                                           can be different per site.
 e. Scheduling of daily activities (calendaring)           Showed the home button returns user back to their role UI.
 and to-do's for individual users (showed a
                                                           Showed the supplier performance dashboard.
 calendar but didn’t show how this populated with
 a person’s assigned activities)                          Showed the audit trail “history logging”. Explained that some fields
                                                           are audit-trail logged out of the box and others can be selectively
 f. Sending of reports, invoices, order
 acknowledgements via multiple methods (e-mail,            logged based on our preferences.
 FAX, EDI) / (must use event trigger to auto             Explained that a user’s access is controlled by screen/tab/field-level
 email)                                                    security.
 g. User customizable, field sensitive help               Showed a ‘zoom’ from customer 360 degree view directly into an
 h. On-line application training via written or video      Also showed a ‘sticky note’ appear on an order.
 tutorials; show ability to update 
                                                           Showed creation of a query. Showed use of ‘saved queries’.
 i. User specific environment settings (language           Showed personalization of a user’s screen. Explained that
 used, tool bar short cuts, skins)                        personnalizations can done globally/group/individually. Explained
                                                           that personnalizations include changing tab order.
 j. Explain the options for accessing the system
 remotely  (URL &/or employee portals)                    Showed a manually kicked off email of the PO. Explained they use
                                                           an ‘event trigger’ to auto email the order rather than having to
                                                           manually kick this off.
                                                           IFS has 2 types of forms (overview grid; windows-type forms with
                                                           Showed context sensitive help & page-level-help. Also used the
                                                           menu “what’s this” for field level help.
                                                           Showed the industry-based process models. Explained that these
                                                           can be used to drill directly into an IFS screen. Explained that this
                                                           can support ISO certification.
                                                           Showed the e-learning tool. Explained this is a powerpoint and a set
 k. Show the system audit trail for visibility to          of exercises (very limited testing capabilities). This wasn’t as
 transactions and changes                                 powerful as the teach/show/do.
                                                        Showed the item has 2 attachments. Explained this can be
                                                        embedded within IFS or can be a link to an FTP site.
                                                        Explained that you need network/internet connection for accessing
                                                        IFS for everything except for CRM (remote disconnected UI).
                                                        Explained that they’re adding mobile capabilities (i.e. access via

1.2 Demonstrate how additional applications can
be easily called from within your application.
a. Demonstrate how an end-user can write his or
her own report and add the report into the
system to be used by all users. What tools
facilitate locating the right data (data dictionary)?

1.3 Decision support, executive information
systems, data warehouse
a. Demonstrate a user dashboard showing
revenue to date compared to forecast and prior
year, QTD revenue by geographic segment (US,
EMEA, ROW) and inventory trend. Demonstrate
the ability to view this data at the corporate level
and drill into the individual business units. 

1.4 Introduce workflow capabilities                     Showed a powerpoint to explain workflow.
a. Build a new branched/conditional workflow            This is given to super-users and can pass data from-screen and too-
process. Show the audit trail associated with           screen.
execution.                                             This allows for system & user-defined events. It looks for conditions
                                                        that are either true of false; when it occurs the system takes an
                                                        action (e.g. send email, start a program).
                                                        Explained the application-defined workflows come out of the box and
                                                        we choose which ones to enable (260-some predefined).
                                                        Explained the workflow audit trail is the same audit trail tool used
                                                        with data field changes.
b. What pre-defined workflows come with the             Explained you can ‘subscribe’ to these events in order to shadow
system?                                                follow these.

1.5 Demonstrate the capabilities a user of your
system would have to jump from one area of the
system to another without having to exit the
screen he or she is currently on. For example,
you are in product maintenance and a customer
calls to check on the status of an order - what
would a user have to do to be able to see the
status of a customer's order? 

1.6 What facilities are provided within your            Showed the SOX tool which shows visibility to conflicts in
software to support programs such as Sarbanes-          segregation of duties.
Oxley compliance, ISO Certification, TL9000
Certification, HIPPA compliance? 
1.7 What assistance does your organization offer
for setting benchmarks, and then monitoring the
implementation, to work towards achieving those
benchmarks, and measuring them.

1.8 Demonstrate the exporting of data from your      Showed a vendor price update from spreadsheet “spreadsheet data
application into a Windows compliant                 manager”
spreadsheet. 
                                                     Do we have to map the Excel import every time? No, it remembers
a. Perform a query for information from a screen     once it’s done.
within your application and export the data
retrieved as a result of your query for use by the
spreadsheet 
b. Generate a report from within your application
and export the data retrieved by the report for
use by the spreadsheet 
c. What data manipulation tools are inherent to
the system so that a user may not have to export
data? 

                                                     Explained they use the Microsoft report builder. Showed the wizard
                                                     used to build a report/dashboard.
                                                     Explained this can point to the live data within IFS or a copy of it
                                                     (data warehouse). Showed a drill-down from the report data.
1.9 Demonstrate the creation of the dashboard        Explained that any IFS function or report can be scheduled.
built for 1.3a. /                                  Explained these reports can be exported (can be a push/pull).


3.1 Demonstrate the facilities provided by your      Introduced the CRM solution within IFS.
application to handle the following: (87, 90, P3)    Showed the task view of a salesperson’s user interface –
a. A prospect database with an infinite number       disconnected on salesperson’s laptop. This isn’t outlook – but it
of contacts for each prospect                       looks just like outlook. Also showed the ability to check an activity
                                                     to flow to outlook. Explained the meeting and contact
b. The scheduling of sales related activities        synchronization with outlook is automatic.
associated with prospects or customers 
                                                     Showed the navigation within the 6 panels of info and that user can
c. The recording of activities (correspondence,      drag a record into the primary (top center) panel to change the
interactions, etc.) resulting from scheduled or      primary view.
unscheduled activities                              Showed the email synchronization is bi-directional.
d. The creation of a user defined sales process      Showed that leads (e.g. uploaded names from a trade show) are not
within the application which can consist on an       comingled with customers – but they appear to be so from the
unlimited number of steps. An example might          salesperson’s desktop. Explained that a lead can be ‘promoted’ to a
be;                                                 prospect/customer once they’re qualified.
- Target account/market segment/opportunity         Showed creation of an opportunity. Explained that we can have
                                                     fewer/different required fields based on the sales stage. Showed
- Data gathering & analysis                         opportunity notes and attached documents.
- Opportunity planning & research                   Explained the probability percentage (defaults per our
                                                     configuration) and that salesperson can override.
- Presentation development & delivery 
                                                     Showed the log for changes to this opportunity.
- Closing/follow up 
                                                     Explained that you can attach documents and later when you
e. The entry of an expected close date, sales
revenue, and success probability for each            decide that it needs to be controlled.
opportunity 
f. The ability to generate mass mailings (labels,
e-mails, etc.) for prospects that meet specific
user defined profiles based upon industry, sales
volume, number of employees, geographical
location, etc.  (covered with 3.16)
g. The ability to store documents associated
with a specific prospect or contact within the
system in any format (e.g., PDF, Word, HTML,
spreadsheet) for random recall and viewing 
h. The ability to convert a prospect into a
customer 
i. The ability to navigate directly from the
prospect or customer telemarketing process to a
sales order with the relevant information
automatically inserted into the sales order 
j. The ability to track won/lost data by line item
or entire quote. 
k. Email integration within CRM 

3.2 Demonstrate the process used to create a      Showed the use of a ‘template part number’ for something we’ve
quote. Specifically demonstrate what would be     not created before; in order to keep from cloging up the part
required in your system to process a quote        master. Note these can be purged if not used.
under the following conditions. (85, P5)          Explained that we can use the quote probability to auto-decide
a. The requested product is similar to an         whether the quote should be seen by the planning system.
existing product, but contains a small number of Showed the search ‘best fit search’ for similar product/BOM.
different component items which are all existing Showed use of a routing template.
stock items                                      Showed cost build-up.
                                                  Explained that they don’t do cost plus to calculate the price.
b. The requested product has never been           Showed where we could enter price breaks for this quote line item.
produced before and consists of one or more       Explained that the BOM we copied into this quote could be a multi-
component items that have never been used
                                                  level BOM. The routing template was just for the top level and thus
before 
                                                  the routings for the lower levels (component parts) came with the
c. The quote is for a services engagement.       BOM copy.
d. The quote is for someone who is not yet a      Showed the 2 approvals for this quote.
customer.                                        Explained the quote can go through revisions (increments revision
e. Be sure to include a demonstration of the set-
up of the various base table (e.g., product,      Showed the up/downward traceability from quote to order.
machine, labor, burden) information required to Can the workflow approval start over on a quote revision? Yes, you
support the quoting process.                     would use an event trigger to reset the workflow. You could also,
                                                  copy the quote and the new quote would have a fresh workflow
f. Demonstrate the mechanism used by the          approval.
system to provide review and approval of the
quote and its various components  (workflow) Transition Network uses a separate order entry group; when we get
                                                  the order, how does the customer service person find the quote?
                                                  They would probably look up the list of quotes to that customer and
  g. Identify any quote specific fields such as   search by part number within this. Alternatively, could use a
expiration date, success probability, etc.        ‘customer agreement’ to find the special quoted pricing (example to
                                                   follow later today). It auto-finds this because the price is lower
                                                   than our standard.
                                                   OPEN QUESTION: How can we know which quote to select
                                                   wherethere were quotes for the end customer through multiple
                                                   distributors (but only 1 won it)?
                                                   Showed where the routing costs came from on that template which
                                                   was copied (different estimating vs. actual cost). Also, showed cost
                                                   difference by labor grade.
                                                   Explained that we could use standard cost or avg purchased price or
                                                   latest purchased price (trued up via the vendor’s invoice – not just
                                                   what the PO cost was when item received).

3.3 Enter a simple quote with 3 line items and     Showed a quote copied from template &/or another quote.
notes associated with both the quote in general    Explained that it would pull the appropriate .
and with specific notes for line item 2. (88)      Added text to header (& specified where it’s supposed to print).
a. Convert the quote into a sales order, but       Also, text at line level. Showed checkbox which conveys the
assume you have won only one of the line items     existence of text.
quoted (the 2nd item)                             Showed creation of the the sales order from one of the quote lines
                                                   and showed the quote line now references the resulting sales order.
b. Demonstrate the carry-forward of the notes
                                                   Also showed the document text came along with the order.
entered for the quote to the generated sales
order                                             OPEN QUESTION: Can you support the Transition Network quote-
                                                   order flow whereby customer service enters the order.
c. Show how the system maintains a link and
relationship between the quotation and sales
order records 
d. Highlight what information is required, such
as a customer PO number, to complete the
order entry process 
e. Highlight the system’s ability to assign the
proper price directly from the quote or contract
without re-keying the data 

3.4 handles an instance in which the quote has     Explained quote revisions.
expired, but the customer calls and wants to
award you some or all of the business covered
by the expired quote.
a. Demonstrate how an expired quote can be re-
opened 

3.5 Demonstrate the ability to keep field sales
reps informed (availability, order status,
customer history, etc.) (91)
a. Is this a connected or unconnected solution?
If unconnected, what, if any, data can be
accessed remotely? What end devices can be
3.6 Demonstrate the ability to manage                Showed the creation of a CRM marketing campaigns.
marketing campaigns (trade show scenario) (94).      Showed where we can capture the cost of the mailing etc.
a. Track costs associated with the campaign         Showed responses to a campaign – cost per response;
                                                     positive/negative response as well as no-response.
b. What methods are available to enter lead
information (automation)? Can product                Showed a mail merge sent to one or more folks via email.
interest be indicated?                              Showed how their ‘projects’ function could be used to track
                                                     marketing campaigns and costs in more detail.
c. Demonstrate the ability to load additional
leads after the first import.                       There’s no out-of-box qualification question tree.

- Identify any restrictions to how long a
particular campaign can be open.
d. Demonstrate how we can automate (or script)
lead qualification (i.e., have a need, have
budget, decisionmaker) 
e. Demonstrate how qualified leads can be
handed off to the appropriate sales group/rep
depending on lead scoring. 
- Demonstrate the assignment of a lead to a
territory. 
- Demonstrate any tools that would allow us to
identify duplicate leads. 
f. Generate a mass mailing of product literature.
g. Establish and track the resulting opportunities
back to the campaign. Demonstrate the ability
to report on campaign effectiveness (cost per
lead or opportunity). 
h. Demonstrate the ability to evaluate ROI for a
particular timeframe. 

3.7 A CSR receives a phone call from someone         From CRM, showed a prospect inquiry in response to a campaign.
interested in a TN media converter. (84, 86, 89)     Demonstrated from the system how we could access a competitor
a. Create an opportunity for this prospect (start    part number cross-reference.
the sales process).                                 How do we isolate these and only see the one’s I care about? Filter
                                                     on ‘program ID’ or ‘project manager’
b. The prospect is also looking at products from
Allied Telesyn (competitior) and is undecided as
to which is better for her application.
Demonstrate the ability to publish and utilize
competitive information. 
c. What are the capabilities to track win/loss
reason codes if the business closes with a
competitor? 
d. Demonstrate the ability to drive demand
based on an opportunity probability (order may
not have been received yet).  (didn’t show)

3.8 Demonstrate Reporting and Analytics           Showed much of the reporting via the Sharepoint BI tool They
(dashboard)                                       provide 7 cubes for the primary datamart analysis.
a. Campaigns by ROI 
b. Revenue vs. marketing spend 
c. Revenue by campaign 
d. Campaign by type 
e. Google Analytics integration? 

4.1 Using the data provided, review the           Showed ability to capture an unlimited number of customer
customer master file(s) paying particular         addresses and where we specify how this address is used.
attention to the following:                       Showed customer default document texts.
a. Multiple bill-to's and ship-to's for each      Suggest we keep the customer’s shipping account either in a user
customer                                         defined field or in the notes on the custsomer master.
b. Customer specific service and handling rules   Explained that there is a flag to handle invoicing where incoterms
such as:                                         are such that we trigger ship/invoice transactions upon delivery
      - Preferred shipment method (just
                                                  Workaround for delivery requirements is to establish that as a user
carrier) 
                                                  defined fields.
      - Preferred carrier                        When you put in special handling instructions, will shipping see
      - Expected order frequency                 these? Yes
                                                  Customer hirearchy is used for pricing, payment terms (children
      - Special handling instructions 
                                                  inherit this from parent). This is for initial default purposes; so after
- Customer prepayment requirements (just          setup the maintenance needs to use alternative (mass update)
payment terms)                                   tools.
      - Customer specific rules for account
statements, formats, etc. 
      - On-time delivery requirements /
(user defined field)
     - Customer payment terms (e.g., net 30,
2% net 10) 
      - FOB point, Incoterms and standard
freight payment terms 
c. The combining of multiple customers into a
single entity for sales reporting, receivables
aging, and cash applications functions

4.2 Demonstrate the options for establishing
how customers can be organized into multi-
tiered hierarchical groups.
a. How many levels are allowed within the
hierarchy 
b. How is this hierarchy used within the system
(e.g., reporting, mass data editing) 

4.3 Review the options for establishing the price   Showed the different levels upon which the price can be driven
of an item to a customer within your system.        (hierarchy).
(13)                                                Showed the different levels upon which the discount can be driven.
a. Matrix pricing, columnar pricing, group          Explained the GL distribution can direct discount dollars to different
pricing, etc.                                      accounts.
b. Pricing based upon cost plus, gross margin, or   Showed the price effective date (‘valid from’).
formula / (sales contracts for cost plus          “Periodic Cost Allocation” for rebate and coop advertising.
services)                                           Discussed the European based price list. Suggest the calculation
c. Unit of measure based pricing. For example       option for updating base price from list.
an item may have an eaches price of $1.00. A        Explained (per 4.3b) they do not do the cost plus or gross margin
case of 12, in a unit of measure of CS (cases)      based pricing. However, the sales contract supports cost plus
might have a price of $11.50. If the order is       pricing for services.
placed for 1 CS, the customer would get a unit
price of $11.50, while an order placed for 12 EA
would get a unit price of $1.00. 
d. Effectivity dates for a given price 
e. Review the ability to have a standard list
price, with each customer getting a specific
discount (either % or $ value) off list 
f. Demonstrate the set-up of volume discount
programs at the customer, product, customer-
product level 

4.4 Review your systems support for various         Bonus program accumulates a percentage of all dollars spent by a
marketing programs. A sample marketing              customer.
program might be that all customers purchasing      Trade management (will be added to the IFS Proposal), can meet
over $1 million from us annually get a 3% rebate    the rebate and coop advertising funds. Showed via a powerpoint
at the end of the year.                             slide deck (not true demo).
a. How many such programs can be associated         Explained there are no limitations to the number of
with each individual product or customer?          programs/agreements you can setup to accrue for these rebates.
b. Discuss how the system handles the               One of the challenges is how to remove the unused amounts when
determination of who qualifies for the program      they expire. We may have to use a periodic cost allocation and
and how much they should get paid based upon        then reverse for any unspent amounts from more than 6 months
their volume, etc.                                 back.
                                                    Enter a credit invoice for those customers when they submit rebate
c. How does the system accrue for these
programs (or does it accrue for them)? 
- Demonstrate how the system would accrue the
rebate in EUROs. 

4.5 Review how mass price changes can be            OPEN QUESTION: Will we be ablele to work with the percentage
made within your system.                            update method of base prices for the eurpoean price list update?
a. Price increases and decreases 
b. Methods for selecting which products are to
be impacted (e.g., product groupings, by
supplier) 
c. Establishing effectivity dates on new pricing
d. Defining which customers are to be impacted

4.6 Demonstrate the credit card processing           Credit Card info is stored in the systen and is encrypted – so
capabilities of your system.                         onscreen you can only see last 4 digits of the card number.
a. Multiple credit cards per customer 
b. Inter-active on-line authorization 
c. Impact of order changes and cancellation 
d. Information safekeeping. 
e. Demonstrate a book and ship transaction 

4.7 Using the data provided, enter a sample          Showed an address search by zip code, etc.
order for a customer with multiple ship-to's         Showed an address change on the order.
available. Demonstrate your systems ability to:
                                                     Will your system be able to recognize the drop ship final address?
                                                     Yes. Explained the order can have different delivery addresses by
a. Quickly change between one ship-to and            order line – so salespeople can track commissions based on the
another                                             delivery location.
b. Add new ship-to's on the fly                     Can each ship to be assigned to a sales territory? Yes. Explained
                                                     how we can break customer locations down into region market
c. Change any piece of customer (order from,         district.
bill-to or ship-to) information from within the
order entry screen 
d. Calculate and enter customer and product
specific pricing 
e. Demonstrate the ability to enter orders by
company part number or by customer part
number or a combination of the two on the
same order.  (complimentary part)
f. Establish an order's priority level and           Discussed customer ‘wanted delivery date’ which ends up in the
requirement date for delivery and shipment          planned delivery date and calculates the planned ship date ( based
                                                     on shipment leadtime). Also, explained the planned ship date can
g. Manage customer specific instructions at the
                                                     be offset based on picking time.
order and line items levels. Demonstrate the
ability to display notes internally and externally   Explained/showed DPAS (. Can have a priority code so this
(internal and customer).                            customer always gets available inventory. Can also have a ‘shop
                                                     order’ supply code on the sales order to auto create a shop order
h. Assign or change a representative and
commission rates that are automatically
populated at the line item level 
i. Establish the appropriate credit limit 
j. Calculate and display of outstanding invoices
and days of sales outstanding (on customer not
order) 
k. Demonstrate the systems ability to
automatically acknowledge a customer order.
What communication methods are available
(email, EDI, etc.)? Show where this history is
maintained in the system. 
l. Prompt up sell opportunities - whenever a
customer buys Product A you want to try to get
him to buy Product B 
m. Rapid product entry - after entering customer
information a list of the typical products a
customer buys is presented and the user enters
the quantities of each item the customer desires
n. Enter an order where two components (in this
case, power supply and media converter) need
to be combined to fulfill the product order but
are stocked separately. 

4.8 Using the data provided, enter a sample         Showed each of these scenarios and the resulting planning CTP
order for a customer with multiple line items       dates.
which will handles the following:                   Discussed that you can ‘reserve and allocate’ to hard allocate the
a. A product for which there is an adequate         supply. Showed you can also manually peg to supply orders.
amount of inventory on-hand to satisfy the
order 
b. A distributed product for which there is NOT
an adequate amount of inventory on-hand to
satisfy the order, but open PO's which will cover
the necessary quantities which are due to
deliver before the requested ship date 
c. A distributed product for which there is NOT
an adequate amount of inventory on-hand to
satisfy the order, and there are NO open PO's
with adequate quantities due to be received
prior to the required ship date 
d. A manufactured product for which there is
NOT an adequate amount of inventory on-hand
to satisfy the order, but there is an adequate
supply of raw materials and machine time to
manufacture the product prior to the required
ship date 
e. A manufactured product for which there is
NOT an adequate amount of inventory on-hand
to satisfy the order, and there is NOT an
adequate supply of raw materials or machine
time to manufacture the product prior to the
required ship date 

4.9 Using the data provided, enter a sales order    Showed a manual override of the price on the sales order.
with multiple line items using products which       Showed that an Event trigger could also be used to allow users to
have the following pricing characteristics.         override the price but flag this in case we sell below margin or other
a. Multiple price breaks based upon either units    exception.
purchased or value of items purchased 
b. The product ordered has two pricing entries,
the lower price record being inactive on the date
of order entry 
c. Show the ability to include short term sales
with reduced pricing for a given product to be
effective for a short period of time 
d. Show the ability to support quantity break
pricing when the quantities are determined by
the quantity bought of a group of items rather
than simply a single item 
e. Demonstrate the different options for
determining the price charged for an item to a
customer, including target margin pricing, %
increase over cost, price per unit, unit of
measure pricing (e.g., the price for buying in a
unit of measure of a dozen is different than the
price for buying 12 eaches) 
f. Demonstrate the ability to override pricing
with appropriate security levels. 

4.10 Without leaving the order entry screen,        Showed these items.
demonstrate the ability to access the following     They’re bringing in a partner, Bradley, on Wednesday who will show
information for the customer service                bar code data collection; warehouse management – if needed; and
representative:                                     EDI (replaces gentran).
                                                    UPS interface shown on Wednesday will provide the tracking
a. Available inventory for a given product at all   number. Showed where we get out to that from the sales order
facilities                                         line.
b. Order history for a customer 
c. A copy of the customers purchase order 
d. Pricing history for a given customer and
product 
e. The current status of the order in the
warehouse (e.g., being picked) 
f. Customer credit and financial information
g. Receive an EDI customer order into the
system 
- What level of data authentication (reasonable
quantity, correct price, etc.) is available? 
- Is the order typically in a "hold" status for
customer service review? 
h. Send an order acknowledgement (via fax, e-
mail, EDI, print, etc.) 
i. Add order and line item notes 
j. Track a shipment 
k. View images of the product 
l. View product data sheets 

4.11 Without leaving the order entry screen,         Explained that the inventory availability window shows both
demonstrate how a customer service                   onhand quantity and available quantity – the difference between
representative would determine when material         these 2 is the hard allocated quantity.
will be available to satisfy the requirements of a   Explained how they’d accomplish the distributor inventory: 1)
sales order and order line item. (15)                button to go over the web and view (similar to going to the UPS
a. Demonstrate how the CSR determines which          tracking site); or 2) import the inventory quantities with a $0 value
warehouse has stock.                                into a separate warehouse/location.

b. Demonstrate ATP and CTP order promising
tools. Include how soft or hard allocations affect
order promising. 
c. Demonstrate how external distributor or
contract manufacturing location inventory is
integrated into the CSR view. 

4.12 Using the supplied data, enter a 3 line item    Showed these.
sales order for a customer in which every line
item on the order is a direct (drop) ship from a
(different) vendor. 

4.13 Using the supplied data, enter a 3 line item    One of the order lines was to be drop shipped from Costa Rica –
sales order for a customer in which 1 line item is   showed the internal PO/SO for sourcing this product.
to be shipped from one of our warehouses and
the other 2 are to be direct (drop) shipped from
(different) vendors. 

4.14 Demonstrate how the system handles              Showed commission setup.
various forms of commission calculation: (32)        They can calculate commissions based on revenue (not on margin).
a. Commissions based upon specific customers         Showed override of a commission amount.
or groups of customers 
b. Commissions based upon specific products or
groups of products 
c. Commissions based upon sales revenue or
margin revenue / (not margin)
d. Commissions based on types of revenue
(existing vs. new business).
e. Commissions as a percentage of revenue
(sales or margin) or as a fixed $ amount per item
e. Customer, product, representative, time
period specific commission overrides (e.g.,
because of a pricing concession to a specific
customer on a specific product, you want to
reduce the commission to the rep for a given
time period) 
f. Multiple commission levels based upon
quantity purchased (either $ or units); for
example a 3% commission for 0-100 units, a 5%
commission for 101-300 units, and a 7%
commission for more that 300 units 
g. Demonstrate how we would establish a sales
rep/distribution partner/customer hierarchy in
order to track revenue and sales performance.

4.15 Demonstrate how the system handles              Credit control group drives when the credit check occurs (assign
credit checking.                                     customers to a credit control group).
 a. Show a credit check failure immediate upon       Showed the order go into credit lock “blocked”.
entry of the customer information on an order        Showed credit remaining from the 360 degree customer review.
  b. Show a credit check failure after entering of
several line items on the order 
c. Demonstrate how open orders, prepayments,
open receivables, and aged receivables can be
combined to define whether an order fails the
credit check 
d. Demonstrate how far into the order
fulfillment process an order which is on credit
hold is allowed to progress 
e. Demonstrate the means by which an order on
credit hold can be removed from credit hold 
f. Demonstrate how the system handles a partial
pre-pay and partial credit order (i.e. 30% pre-
pay, 70% net 30) 

4.16 Demonstrate the system’s ability to create      Showed a customer schedule (blanket SO). Noted on each line
different types of blanket sales orders.             where it is classified as ‘firm’ or just a forecast (don’t release &
a. A contracted blanket, in which a set quantity
is to be purchased by the customer, at a fixed       From the blanket SO, showed creation of a new ‘release’ against it.
price, over a defined period. Show the release
of material against this blanket order and the
subsequent reduction in the remaining open
quantity on the blanket. 
b. Show the systems ability to handle a
scheduled blanket order in which products are
to be delivered to a customer on a pre-defined
schedule. Each product, quantity, due date
combination being represented by a single line
item on the blanket order. 

4.17 Demonstrate the systems ability to create a
sales order for two different manufactured
items, one of which is in stock the other of
which is not.
a. Show the various options for checking
inventory availability 
b. Show how the scheduled delivery date to the
customer is impacted based upon material
availability 
c. Show how the user (customer service
representative) can alter the scheduled
customer delivery date 

4.18 Demonstrate the systems ability to create a
sales order with a combination of manufactured
and distributed items with multiple units of
measure on the order for each product (one unit
of measure per line item). 

4.19 Using the sales order created in 4.21, edit
the sales order and change the customer
delivery date and the quantity of one of the line
a. Demonstrate the ability of your system to
track changes to orders, including what was
changed, a reason code for the change, what the
old and new values for the field are, who made
the change, and when the change occurred 
b. Demonstrate the reporting of this information
by the system 

4.20 Demonstrate how the system handles an          Can do this but you lose some of the SO/PO pegging and ability to
order placed by a customer for a non-stock item.    track when vendor drop ships the item.
a. The item is a one-time purchase which we         Explained that from a pricing perspective, we can have this non-
handle in order to satisfy the customer            inventory item on a price list.
b. The item is part of a vendor catalog which we
will supply to the customer but do not stock in
our own inventory. 
c. Specifically address the issue of product
pricing in each of these scenarios 

4.21 Enter a transaction for a customer return or   Standard RMA process.
non-warranty return. (17)                           Explained the process for changing who the product owner is after
a. Show the system automatic generation of the      shipped to our distributor.
return material authorization number (RMA) 
b. Demonstrate how the system tracks reasons
for returns 
c. Demonstrate the impact of the return order
on planned inventory availability 
d. Review the systems capabilities for issuing a
credit for the return 

4.22 Enter a transaction for a customer warranty    Jeff showed the return transaction for more complex customer
return. (17) In this scenario there are two         returns.
possible product return locations (US and UK)       Explained the call center case management tool. There are
depending on where the customer is. (3              templates for the different steps we’ll take during the process.
methods RMA, SRO, incident – not sure which is
a fit)
a. How can the system help customer service
decide which location the return should ship to?
b. Show the system automatic generation of the
return material authorization number (RMA) 
c. Demonstrate how the system tracks reasons
for returns 
d. The UK location only inspects the product (no
repair). Create a workflow to:
- Demonstrate the branching decision depending
on whether the product needs repair. 
- Ship the product from the UK to the US for
repair. 
- Ship the product back to the UK site once
repaired. 
- Have the UK site ship the product to the
customer. 
e. Demonstrate the impact of the return order
on planned inventory availability 
f. Review what options are available to the user
for handling the warranty return (credit,
repair/replacement, advanced replacement). 

4.23 Enter a sales order (to be used              Skipped – instead we’ll see tomorrow on the planning demo.
subsequently in the planning process
demonstration) with the following
a. Three line items, each for the same product.
The quantity on each line item should be just
less than the maximum inventory of the
product. Each line item on the order should
have a different delivery or ship date. The
delivery or ship dates for the items should be
today + 10, +20, and +30 days, respectively. 
b. Do exactly the same thing for an item that
has both end-user demand (independent
demand) and demand as a result of customer
demand for an item that it is a component of
(dependent demand) 
c. This information will be used to demonstrate
the operation of the planning portion of the
system 

4.24 Demonstrate the entry of a sales order for a Showed where we would drill into the vendor’s website.
non-stock item which is a product listed in the
catalog of one of your vendors.
a. Demonstrate the ability to view a list of
products within the vendor catalog and see an
image of the associated products 
b. Demonstrate how you would establish a price
for the product to the customer 

4.25 Demonstrate the creation of a return order   Previously showed that we don’t have to have the SO referenced in
specifically linked to a given sales order.      the return.
a. Demonstrate how you would return certain of
the items on the sales order but not others 

4.26 Demonstrate the creation of a
miscellaneous debit or credit memo to a
customer. 

4.27 Demonstrate how the following situations     For crediting a portion of the order, just enter a negative charge to
would be handled in your system.                  the invoice. Best solution is to do a credit & rebill.
a. The customer calls-in and reports that you     Even when the invoice is closed you can still add another ‘charge’ to
were supposed to ship him 15 of a given line      the invoice.
item and he actually only got 14 
b. The customer calls-in and reports that you
billed him $1.45 apiece for a given item and he
should have been billed only $1.40 
c. The customer calls-in and reports that you
charged him freight on the shipment and the
shipment should have been freight pre-paid 
d. The customer calls-in and reports that you
charged him tax on the invoice and he is non-
taxable 
e. The customer calls-in with a product concern
(rate limiting does not work on a media
converter) .

4.28 Demonstrate customer self service:                 Showed the B2B portals.
a. Review customer account status.                     Customer has to be issued an ID and login is required. Example was
                                                        both a customer & vendor.
b. Review an existing order's status 
c. Check inventory availability for a given
product 
d. Review the tracking information for a given
shipment  (need to be added during impl)
e. Review product specification data, installation
instructions, etc.  (need to be added during
f. Review order and invoice history. 

4.29 Demonstrate the ability to support casual          Suggest they can work with our existing B2C partner or have other
and established account sales from our                  ecommerce partners they interface with.
websites. This could range from complete e-             They would design this using IFS Connect (lightweight integration
commerce capability to the ability to interface         broker) to pull these.
with external e-commerce systems. (5) /

4.30 Demonstrate the ability to handle
substitute products (i.e. the requested product
is not currently available, but a substitute for the
item is available). 

4.31 handles complimentary or up-sell products
(i.e., when the customer purchases product A,
we want to attempt to also sell the customer
product B). 
a. Identify any tools available within the system
to facilitate the customer service rep defining
the value of B to the customer 
b. It is the company's policy to offer a free tool if
a customer buys 1000 units of a particular
product. Show how the customer service rep
would be prompted to bring that to the
customer's attention. 

4.32 Demonstrate how POS data from multiple         Discussed they would build this during implementation – using
sources can be integrated for reporting and         same web services or EDI.
analytics. (10) /

4.33 An order is received from a distributor in
France. English is used for screen text and data
entry, however, the distributor requests to pay
in Euro. 
a. Enter (and release) a standard sales order
using Euro. 
b. Discuss how the system handles the
conversion, etc. 

4.34 Demonstrate the various reports available
to ensure understanding of sales analytics. (11)
a. What customers are buying product x? 
b. What products is customer x buying? 
c. Demonstrate the ability to view a & b across
multiple business units. 
5.1 Product requests or PIFs are the starting       PLM includes fully-integrated project management functionality
point for new products (parts or services). ECO's   and PDM (product data management) and bi-directional CAD
are used to drive product changes or                integration.
enhancements. In this scenario, sales, working      Ability to push a BOM to multiple sites (but still allow the 2 to
in conjunction with product management has          deviate).
determined that a new product should be
                                                    Project management has a full work breakdown structure (WBS).
developed for a market opportunity. (24, 28, 29,
                                                    This also has bi-directional integration with MS Project and
30, 48, 66, 67, 68, P1, P2) 
                                                    Premavera. That is, collect the raw data in IFS but use graphical
a. Demonstrate the development of a new             presentation in these other tools.
product starting from the ideation stage. This      Showed a change request with associated approval process and
should include how the system will track and        attached documents.
capture ideas, market requirements, revenue         Showed document vault. Oncew checked-in you can’t edit without
and cost estimates, customer or partner input,      creating a new revision (assuming set at full control). Explained that
design documents, labor, materials, etc., related   alterantively they could integrate to Windchill, Sharepoint, or
to the development of the product. 
                                                    another document mgmt tool.
- Demonstrate the development of new tooling        Key document management features include check-in/check-out.
(a mold for example) associated with a new          Users control the way the revision numbering works.
product. Show how the tooling schedule is           Most of the data on the tabs default based on the ‘document class’
integrated into the project plan. Show how          &/or come in via the CAD interface.
tooling cost is allocated to the project. 
b. Build a workflow to monitor the product            Showed document history.
development cycle. Demonstrate how the                Showed ‘objects’ where this doc is attached to. From here we
workflow will alert or notify the team of queue       drilled into the order it’s attached to and saw the doc there.
status, bottlenecks and exception handling.          Their document management tool doesn’t provide the viewer.
c. Demonstrate the development of a services          They don’t provide the redlining tool but they’ll interface with
engagement. This engagement involves the              Oracle Autoview in the next IFS version.
installation of equipment at a customer site and      Showed the various tabs on the document. Transmittal tab to track
will have equipment, labor and overhead cost          instances where document was sent/acknowledged – but email out
components.                                          didn’t add a line to this tab so unsure how this tracks anything.
d. Demonstrate how a workflow can be defined          Showed the search and explained that it also searches document
to monitor the design, assignment of resources,       content.
customer approvals, installation and QA of the        The folder structure &/or navigation is very limited. The way to get
project.                                             to a document is typically based on search of the
                                                      characteristics/attributes. Explained this is stored as a hypertext link
e. Demonstrate the document management
                                                      to the network drive – recommend we lock down direct access to
capabilities of the system. Show the ability to
                                                      that network drive so folks can’t circumvent the PLM vault.
associate documents (either by placing the
document in the system's data base or by              Showed supply to meet the demand for this mold – is a shop order
hyperlink to an external repository) with various     to make this mold. Projects have activities. Each activity has a
steps in the new product development process.         resource. Can add dependencies on the gantt to create the critical
Documents may include business case, product          chain. Activities can be part of critical chain or can have float if not
manager notes, preliminary specifications, etc.       part of critical chain. Project approval process can show on bottom:
                                                     Alternatively you can use a milestone template (to be shown later).
                                                      Explained they can do an earned value analysis for the project. This
f. Demonstrate how engineering can use an
                                                      is run off of the baseline costs.
existing BOM and routing to create a new BOM
and routing for estimating and testing purposes.      Activity has a checkbox to make it a milestone.
 Demonstrate how BOM information can be              Can copy the regular BOM into a project PDM structure for making
imported from external CAD and Excel. /             that item as part of the project. This is a project-specific BOM
(ProE integration must be built)                      copied from the regular BOM.
g. Discuss the check in/check out or revision         Showed CAD integration. Explained that out-of-the-box integration
level functionality within the document               is with autocad and solidworks. ProE integration could be built for
management system.                                   us but not delivered out-of-the-box.
                                                      Showed project resource utilization (by group). Explained this could
h. Demonstrate the ability to create folder
                                                      be driven down to the employee (if we have the HR base module –
structure within the document management
                                                      which was not included in the quote).
system. / (only parent/child documents for
multi-level BOM)                                      Can we do portfolio management? Yes, projects may be tied
                                                      together by referencing the same ‘program ID’ on the project
i. Demonstrate the search capability of the           general tab.
document management system.                          Showed an item connected to the project activity: Note that it has
j. Demonstrate how a quality plan can be              to be released (can’t be pilot status) – thus recommend creating a
developed based on the new BOM/Routing.              prototyping site for these.
(on item/rev)                                         Showed interface to MS Project
k. Demonstrate the system's ability to categorize
projects (i.e. planning vs. executing projects) and
provide information regarding aggregate
demand for resources as well as impact of
reprioritzation of projects within a category. 
l. Show how a pilot work order can be created
and released using the engineering BOM and
routing that is attached to the project. 
m. discuss the limitations of an engineering BOM   Explained that a product must be released in order to
and routing. Can a product that is not released    manufacturing.
be shipped to a customer? (release to estimate     Showed part status restrictions regarding active/inactive; onhand
job) How is manufacturing prevented from using     allowed, demand allowed, supplies allowed.
engineering BOMs and routings for production
                                                   Showed control plan to provide: risk failure analysis, what is the
(show the isolation of Engineering BOMs and
                                                   effect, how to control it – via a control plan. Setup by part # &
Manufacturing BOMs)? 
n. Demonstrate how a purchase order for            Showed where reference designator is captured on the BOM.
materials not currently part of the item master
                                                   OPEN QUESTION:Will the reference designator show on the PO (for
(or not approved for production) can be            our contract manufacturer suppliers)?
attached to the project. 
o. Demonstrate the ability to allocate labor
directly to the project and report on task
completion. 
p. Demonstrate how the new product is released
to production. 
q. Demonstrate the ability to report estimated
vs. actual project costs both during, and at
project close. 
r. Demonstrate how the system associates
location reference numbers for component
parts on the BOM. 
s. Demonstrate the systems' ability to export
BOMs. 

5.2 Product Management has requested a             Showed a new change request and copied in the approval template.
change to an existing product. This change will    Showed the approvals.
require that both a component and the final
                                                   Explained that you can attach a CAD markup to the change request
assembly sequence be changed. (25, 27, 52, 53)
                                                   and/or approval. Also showed that user can drag-and-drop the
a. Demonstrate how a workflow can be defined       document into the item.
to monitor the process. Demonstrate the ability    Showed the change request was approved and converted this into a
to electronically route the change request and     change order. Did a check to see if there are any onhand quantities,
receive approval. Discuss status checks for the    open PO & WO . Also viewed usage history on this item. Assigned
routing and the capabilities to escalate.         the effective date (date, serial, completion). Walked through how
b. Once the revision is approved, demonstrate      to do ‘use up’ effectivity – basically you make the new component a
how the transition is made from the old revision   phantom with the old part a child of this – and then when you run
to the new revision. Discuss options for new       out of the old part, you switch to the new one.
revision phase-in such as effectivity date, use    Showed the BOM compare (what’s same, what’s different, tree).
existing inventory and least cost methods. 
c. An ECO indicates "consume existing BOM
components and then implement the change".
Demonstrate the system's ability to handle the
process as well as notify the ECO author when
the change is implemented. 
d. Discuss the impact of an ECO on production
work orders. How are unreleased work orders
impacted? Are deviations issued to released
orders and are they part of the control system?
e. What reports or screens are available for
managing the ECO system (i.e. "before & after"
BOMs, ECO's by Reason Code, usage projections
by item, etc.)? 
f. Demonstrate the ability to perform the above
scenario with a component change only (end
item not rev'ed). 

6.1 Demonstrate the ability to define customer     Showed how to establish supplier(s) per part.
and vendor specific product cross references to
a given product code. (72)
a. Demonstrate the ability to support multiple
suppliers for a single part number and multiple
manufacturers for a supplier (2 tier supply
chain). 

6.2 Demonstrate the system's ability to maintain   Showed the characteristics to be maintained by part/vendor such as
an approved vendor list, a listing of vendor       order multiples and min/max.
products by vendor part number which includes      Showed the revision on the PO.
the description and vendors' price for the
product. These are non-inventory items which
are NOT in the product master. (69, 70)
  a. Demonstrate the association of pictures or
other related information with each of these
items 
b. Demonstrate the ability to order previous
revisions if necessary. 

6.3 Demonstrate the ability to electronically      Showed approval rules.
route purchase approvals. (71)                    Template ID is where the approval is linked to the group/individual
a. Create a workflow that requires requisition     of folks who could approve it.
approval based on dollar amount (i.e. approvers
have different approval levels). 

6.4 Demonstrate the creation of a simple bill of
material for a finished good item. 
a. Demonstrate the ability to create a BOM for
an product in a unit of measure different than
the standard unit of measure 
b. Demonstrate the ability to specify quantities
of component items on the BOM which are in a
unit of measure which is different than the
standard unit of measure for the component
item 
c. Demonstrate the use of yield on component       Copied a BOM structure. When a BOM gets created (in Mfg) it can
materials                                         be in a ‘tentative’ status. (can’t be costed & can’t be built)
- What if yield varies by work center?            Yield is at the BOM level (not at the work center).
                                                   Showed co-products as a negative quantity item on the BOM.
d. Establish a co-product BOM as well as a bi-
product BOM; specifically identify how costing     Showed an alternate BOM. Otherwise, a component part can be
of material, labor and burden are assigned to      setup to have substitutions (“alternate compoents”). MRP can
the bi-product or co-product                      include/exclude this for netting purposees.
                                                   Component where used shows both product structures and
e. Show the use of pseudos, sub-assemblies, or
formulas 
                                                   Design FMEAs and MRB are also visible from the product structure.
f. Show the addition of notes to the BOM itself
as well as to line items on the BOM 
g. Show the use of reference designators 
h. Demonstrate the use of effective as of a
specific date within the BOM 
i. Demonstrate the use of BOM substitutes (i.e.,
when the primary component of a BOM is
unavailable, automatically substitute a
secondary component) 
j. Demonstrate the availability of customer
specific BOM substitutes (e.g., when a specific
customer orders a particular product, it must be
produced using a BOM component item from,
for example, a specific vendor or may require a
particular firmware revision) 

6.5 Demonstrate the ability to perform a BOM
mass replace process in which a given raw
material component is to be replaced by
another component effective on a certain date.
a. Demonstrate how the system handles
effective as of date processing 
b. Discuss the impact on the product costing
based upon the type of costing defined for the
product (ave, std, etc.) 

6.6 Demonstrate the BOM inquiry capabilities of
the system.
a. Where used
b. Exploded single level BOM 
c. Fully indented BOM 
6.7 Set-up a routing for the item whose BOM        Showed maintenance of a routing. Showed an alternate routing.
was created in 6.4. Specifically show the          Showed a routing with a standard operation (the operation is
following: (26)                                    standardized; not the whole routing). Alternatively you can use a
 a. The ability to have routings in an active,     reference template (using a whole standardized routing).
pending, and obsolete status                      Showed a work center flagged as ‘outside operation’.
b. The ability to have effective a specific date   Setup times and run times are on the same routing operation (but
processing to automatically release any pending    separate machine & labor components for time; also transit time &
status routings                                   queue time).
                                                   Showed that each component on the product structure references
c. Demonstrate the ability to simultaneously
                                                   the operation at which it’s used.
have multiple routings active for a product at a
facility 
d. Discuss the circumstances under which the
system would attempt to utilize a secondary
routing 
e. Demonstrate the ability of the system to have
nested routings 
f. Demonstrate how a routing involving an
outside contract manufacturing step would be
set-up 
g. Show how setup time (assigned at the
beginning of a routing step) is used 
h. Demonstrate the assignment of labor and
burden to a specific step in a routing 
i. Demonstrate the options available when
copying a routing 
j. Assignment of routing notes or work
instructions to individual steps on a routing 
k. Assignment of BOM component items for
consumption in individual steps on a work order
l. Use of queue time and set-up time 

6.8 Using the routing and BOM defined above,       Cost set 1 captures the standard cost.
perform a cost roll-up on the finished good        Shwed a purchased item and that it captures latest purchase price
product.                                           and average price. Does this capture the vendor’s invoice cost (if
a. Demonstrate the accumulation of material,       different than our PO value)? Yes, if we’re using average actual
labor, and burden into the finished good item     costing (even if the part has subsequently been consumed) – and
                                                   uses the PO cost in the interim.
b. Demonstrate the process for re-costing a
                                                   Explained that you can use effectivity dates on costs so you don’t
finished good item based upon a cost change to
                                                   have to work on 12/31 getting ready for the udpated standard
a component 
                                                   product cost roll.
c. Demonstrate the impact on accounting
associated with the re-costing process
performed above 
6.9 Review the basic set-up of the vendor          EDI setup in ‘message setup’ tab – communication methods &
master file. (47)                                  protocol
a. Demonstrate the ability to automatically        Can we change payment terms if they’re different (e.g. product vs.
complete a PO based upon percentages of items      tooling purchased from vendor)? Yes, these are the default terms;
received (e.g., if you receive more than 90% of    they can be overridden on the PO.
each line item on a PO, then consider the PO       Explained you can use the current currency exchange rate or just a
complete and do not automatically create a back    standard one for the month.
order)                                             Showed flag on item/vendor that this is VMI controlled.
b. Over receipt tolerances (e.g., if you receive   Showed that we could combine price break prices with additional
more than 110% of what you ordered for any         disount percentages.
one line item on the PO then notify the buyer to   Assortment pricing for bundles.
handle the over shipment with the supplier) 
c. Discuss/demonstrate the ability to inactivate
(not delete) a vendor 
d. Open PO limit 
e. Payment terms 
f. Multiple mail-to and remit-to locations per
vendor 
g. Demonstrate setting-up a vendor that
provides Vendor Managed Inventory (VMI)
capabilities 
h. Preferred carriers, methods of shipment, and
FOB point for a vendor 
i. Vendor payment priority codes 
j. Default accounts to be used when receipts are
processed for the vendor 
k. Vendor participation in EDI 
l. Show the link between the vendors code for a
product and our internal product code 
m. Demonstrate the availability of vendor-
product specific data including:
    - Lead times 
    - Pricing, including volume discounts 
    - Rebates for individual products, groups of
products, customer-product combs 

6.10 Enter a manual purchase order for a raw
material item with a vendor part number cross
reference. 
a. Demonstrate the use of the vendor part
number to enter the PO 
b. Demonstrate the automatic calculation of
price based upon quantity ordered. 
- Demonstrate the visibility of the pricing table
to the purchaser (if close to a price break,
he/she may order beyond the immediate
requirement). 
c. Add notes to the PO at both the PO level as
well as at the line item level. Create a note
based upon a pre-defined stored note rather
than simply typing the note in manually. 
d. Change the requested delivery date to result
in an order cycle time less than the standard
vendor lead time for the product
e. Manually override the price of an item such
that the PO cost for the item is significantly less
that the historical cost of the item
f. Save the purchase order and release it to the

6.11 Using the sales order from item 4.26c,       Direct pegging means that it won’t make another recommended
create a Purchase Order specifically to handle    PO; rather it will recommend expedite upon sales order promise
the material requirements of the order line item. date expedite.
(unless CSR executes the PO; MRP doesn’t
directly link) 
a. Demonstrate the direct link between the sales
order line item and the purchase order line item
(MRP doesn’t link directly) 

6.12 Enter a blanket purchase order for a raw          2 blanket PO agreement types (1 call-out – bypasses authorizations
material item used in the BOM of one of the            for a new release) (
defined products. 
a. Enter a bulk purchase PO, in which a given
product and quantity is to be delivered by the
supplier, but the specific quantities and delivery
dates are not yet known 
b. Cut a release against the bulk PO, specifying
both a delivery date and quantity 
c. Enter a scheduled blanket PO, in which a given
product is to be delivered by the supplier in
specified quantities on specific dates 

6.13 In response to the purchase order created
in 6.11, the vendor sends back an
acknowledgement of our PO, but indicates that
the earliest he can deliver it to us is 5 days later
than our requested delivery date. Demonstrate
how this information would be flagged in the
system. 
6.14 Review your systems capabilities regarding     Forecasting methods include: manual, weighted average, least
sales demand forecasting. (54, 55, 57) and          squares, best fit, browns level analysis, etc.
create a forecast.                                 OPEN QUESTION: What product classes are available to
a. Options for creating the initial forecast       select/group products for forecasting?
                                                    OPEN QUESTION: Where can we query for a list of products with
- System generated based upon history 
                                                    zero bookings for the past 3 months?
- Manually input                                   Showed how actual demand is consuming the forecast within the
- Automatic filtering of demand spikes caused       ‘Plan Master Scheduling’ view.
by external factors (e.g., marketing programs
accelerating the demand for a product) 
- Show how the system considers seasonality
and trend. 
- Show the statistical forecasting algorithms
available. 
b. Demonstrate how the forecast is consumed
based on actual customer orders. 
c. Demonstrate the availability of forecast
accuracy feedback. 

6.15 Review the information requirements
associated with running a time-phased planning
process for both manufactured and distributed
items. 
a. Duration of periods in the planning run 
b. Number of periods included in the planning
run 
c. Manufacturing schedule offsetting (forward
and back scheduling) 
d. Capacity constrained (finite) or capacity
unconstrained (infinite) processing and
specifically address how the system handles
production scheduling in an environment in
which there is demand for products in excess of
the capacity of the organization to produce
products to satisfy this demand  (at shop level,
not master schedule level).
e. Can some work centers be finite capacity and
others infinite? 
- Change the capacity of a work center 
f. Describe the impact of labor constraints on
the planning process 

6.16 Demonstrate the system’s time phased           Showed material planning time-phased view.
requirements planning process. (51)                   MRP has to be run in-full; but users can view results in item groups
                                                      & by a number of other query criteria.
a. Demonstrate the ability to plan on a
consolidated basis, but break down
requirements by plant. 
- Demonstrate the ability to break down
requirements additionally by product family or
line. 
b. Demonstrate how the system supports the
ability to simultaneously manufacture the same
part in multiple plants as well as purchase the
part. 
c. Show the MRP/MPS planning dashboard that
contains critical scheduling information (i.e.
create, expedite, cancel) and different filters for
viewing (i.e. buyer, message type, date). 
d. Show the impact on the derived plan
associated with the sales order generated in
4.26c, the purchase order associated with 6.11,
and the sales forecast from 6.14. Specifically
identify under what circumstances the system
uses the forecast vs. the actual demand (real
orders). 
e. Show the impact on the total demand for
material resulting from the sales order in 4.21.
Specifically show the ability of the system to
identify the dependent as well as the
independent sources of demand. 
f. Show how scrap and yield factors are used in
the calculation of the quantity of a given item to
purchase and produce based upon the demand
for the item 
g. Demonstrate how the system creates
production schedules based upon demand for
manufactured items 
h. Describe/show tools which help the scheduler       Would want a customization to show the supply/demand in
and production manager prepare for the                columnar weekly buckets (similar to manman).
upcoming day/week. 
i. Demonstrate how the system uses the concept
of schedule groups to group items together on
the production schedule based upon similar
manufacturing characteristics (e.g., all red item,
then all white) 
j. Demonstrate the output of the planning
process in terms of purchase requisitions (or
actual purchase orders) 
- Manually alter the suggested purchase
quantity on the requisition 
- Route the requisitions for approval prior to
their conversion into purchase orders 

6.17 Demonstrate how the system integrates        Showed where shop order is pegged to customer order. Discussed
the current firm production plan (schedules) into
the process. (3, 59)  (really just requisitions)
a. Discuss the ability of the system to schedule
both discrete and work-orderless (repetitive)
production. 
b. Demonstrate how work orders can be
released into production (single, group, date,
etc.). 
c. Demonstrate the ability to automatically
notify order confirmation, promise dates, and
subsequent changes to dates to the customer
based on the production schedule. /
(discussed but didn’t show)
d. Show a production line's schedule and job
paperwork (BOM, Route, special instructions,
due date, print reference, QA procedure, tools
required, etc.) 
e. Demonstrate the production process
transactions for a job (pick, report quantity
complete, materials used, scrap/rework, etc.) 
f. Show how known quality issues are visible
during scheduling, purchasing and production 

6.18 Demonstrate the output generated as a          It would require a modification to show horizontally in weekly
result of running the time phased requirements      buckets.
planning process to problems which prevented it
from satisfying demand requirements, etc.
(action messages). 

6.19 Using the requisitions created in 6.16g,
generate purchase orders to fulfill the short
term (1 time period) demand for purchased
a. Demonstrate the ability of the system to
combine multiple requisition items onto a single
purchase order for the vendor 
 b. Demonstrate the link of the purchase order
back to the original requisition. 

6.20 Sut and TN use requisitions to initiate non-
inventory and project purchases.
a. Demonstrate the workflow associated with
the Requisition to Purchase Order cycle.
b. Demonstrate the ability to purchase a new
revision of an item while the existing revision is
still in stock and is being actively used in
manufacturing. 

6.21 On the fly, re-configure the system so that
each requisition will generate its own purchase
order. Using the requisitions created in 6.16g,
generate purchase orders to fulfill the short
term (time period 2) demand for purchased
a. Demonstrate the ability of the system to
generate one purchase order for each
requisition 
  b. Show the link of the purchase order back to
the original requisition 

6.22 Using the purchase orders generated in
6.19, get signature approval of the POs, and
release the POs to the vendors. 
a. Review the various options for transmitting
the purchase orders to the vendors (EDI, web
portal, fax, e-mail, hard copy) 

6.23 Discuss/demonstrate how the system
supports vendor communications via a web
portal 

6.24 Demonstrate how a user would enter a
transaction to return material to a vendor.
a. Demonstrate how the correct material is           Showed receipt, inspection quantity, lot (or auto assigned).
associated with the order                           Showed lot genealogy views (up and downstream).
b. Demonstrate the assignment of lot and
serialized inventory to the transaction 
c. Show how the system supports upward (from
sale back to purchase) and downward (from
purchase to sale) genealogy/tracking. 

6.25 Demonstrate the entry of a request for          OPEN QUESTION: How can we issue an RFQ for an item based on
quotation.                                           the following: 1) price breaks; 2) domestic vs. int’l metals; 3)
                                                     domestic vs. int’l boards – and the various combinations of each.
a. Show how a RFQ can be created for either
stock or non-stock items 
b. Demonstrate how the user would choose
which vendors (multiple) to include in the RFQ 
c. Add a cover letter to the RFQ
d. Demonstrate the process for distributing the
RFQ to the suppliers 
e. Demonstrate the means by which the vendors
respond to the RFQ. Specifically, demonstrate
any web based process for receiving the vendor
responses. / (no web response)
f. Award the RFQ to a specific vendor and
generate the PO. Also identify any options for
only awarding some of the items on a given RFQ
to a particular vendor / (manual entry of the
updated price award)

6.26 Demonstrate your systems facility to              Showed consigned inventory and option to notify vendor upon use.
handle Vendor Managed Inventory (VMI). (56)            Also explained they could setup ‘automated receipt settlement’ to
                                                       skip the invoice vouch process and auto trigger the
a. Material owned by us but maintained at the
                                                       voucher/payment upon use.
suppliers location 
b. Material located at one of our facilities but
owned by the supplier and not billed to us until
it is used 

6.27 KANBAN                                            Options include distribution order (recommended due to the
                                                       paperwork created), transfer order, etc.
a. Demonstrate how a kanban process, system
driven or visual, would work for certain               Showed both production and PO kanbans.
purchased parts in order to maintain stock at          Explained that they have simulation capabilities to help determine
production point-of-use locations.                    the Kanban cards & sizes.
b. Demonstrate how a kanban process would              Also have visibiltiy ‘stockout alert’ and graphical inventory
trigger replenishment of a purchased or                projections (e.g. increase the number of cards in the system &/or
manufactured component.                               increase the kanban card quantities to cover a demand spike).

6.28 Vendor performance measurement and
a. Demonstrate a global view of a vendor across
all business units, identifying CSI's total business
value to that supplier. 

7.1 Demonstrate the set-up required in order to
engage in the manufacturing process.
a. Facility set-up
 b. Set-up of departments 
 c. Set-up of machines 
 d. Set-up of manufacturing calendars for two
work centers with different schedules. 
 e. Set-up of multiple labor classifications, rates,
and accounts 
  f. Set-up of multiple burden classifications,
rates, and accounts 

7.2 Show the set-up of a multi-step routing for        Work guideline column on the routing operation line indicates
manufacturing an item. 
a. Identify the consumption of raw materials
from the BOM associated with each step of the
routing 
b. Demonstrate the inclusion of multiple labor
and burden classifications associated with each
routing step 
c Demonstrate the use of routings-on-routings
where multiple products share a common
routing step 
d. Demonstrate the assignment of routing
specific notes to a given routing step 
e. Demonstrate the inclusion of set-up time in
the routing 

7.3 Create an alternate routing for the item in
7.2. 

7.4 Manually create entries into a tentative
production schedule to schedule the product
whose routing was created in 7.2 and 7.3.
a. Show how the system handles the situation in
which there are multiple active routings for the
product 
b. Demonstrate how the system integrates the
manufacturing calendar into its calculation of
starting and ending times for the production run
c. Demonstrate how the set-up time is used in
determining the length of the production run 
d. Attempt to schedule a product for production
in which the quantity to be produced cannot be
made within the confines of the available time
and resources for the given day 
7.5 Manually alter the tentative production          Showed the resequencing wizard (e.g. sort & group by color).
schedule created by the time phased
requirements planning process.
a. Alter the quantity to be produced of a given
item on the schedule and demonstrate the
impact on the other items on the schedule 
  b. Demonstrate the ability of the system to
resequence the items on the production
schedule 
  c. Demonstrate the ability to reschedule an
item to another day or machine, or another day
and machine 

7.6 Demonstrate the process for conversion of        Showed how a user could login to any terminal and it remembers
the tentative schedule into a firm or final          their home work center.
production schedule. (64)
a. Demonstrate how the scheduler can check for
product availability prior to the conversion 
b. Distribute a final production schedule to be to
the manufacturing floor 
c. Distribute a work order and display any
instructions, BOM, or routing notes 
d. Change a BOM component on the work order,
not in the BOM. 
e. Demonstrate how a scheduler can make last
minute adjustments to the final production
schedule, including sequencing, rescheduling,
changing quantities, and adding new items to
the schedule 

7.7 Demonstrate any visual (graphical) tools
available within your application for handling
the scheduling function.
a. Demonstrate what happens when a
production run has not been started by its
scheduled start time 
b. Demonstrate the graphical scheduling options
for a given time period for a single machine and
work center at a facility 
c. Demonstrate the graphical scheduling options
available for a given time period for an entire
facility 
d. Demonstrate what happens when a
production run has been started but not yet
completed 
7.8 Demonstrate the ability of a scheduler to
simply force a work order (i.e., manually create a
work order without going through the
production scheduling process).
a. For material that is to be associated with a
specific sales order and line item 
b. For material that is to be produced without
any associated sales order link 
c. Create a rework work order
- add a component to the work order
- remove a component from the original finished
good (component goes back into inventory)
- add work instructions and routing information
to the work order

7.9 Demonstrate the reporting of raw material
consumption and production against the work
a. For each finished good, demonstrate the
recording of the quantity produced and
specifically identify how many primary products
and bi-products or co-products production are
recorded 
b. Demonstrate the system’s ability to assign a
lot number to what has been produced, while
maintaining a traceable link to the raw material
lot(s) 
c. Demonstrate the ability to record other
attributes associated with finished goods
production, such as:
    - Dimensional information  (didn’t show)        Could use inventory characteristics or use a control plan to capture
    - Grade or quality information 
    - Process parameters recorded during the run
d. Demonstrate the ability to engage in these
transactions via data collection devices 

7.10 For the work order in 7.9. demonstrate how
actual labor and overhead are recorded against
the work order. (60) Include the collection of
labor on the shop floor. 
a. Show how an employee can clock in and out
for time and attendance. How is this tied to the
work order? 

7.11 For the work order in 7.9. demonstrate how
a user would record information regarding:
a. Causes for machine down times, including
multiple down time reasons per work order 
b. Production of defective (repairable) material
as well as scrap 
c. Identification of the nature and disposition of
defective material and the reasons for scrap 
d. Exposure of employees to various hazardous
chemicals 
e. The means by which the system can integrate
the defective material which must be re-worked
into the process either immediately or in a
future production process. 

7.12 Repeat steps 7.9 - 7.11 for a multi-step
routing (or a single step routing if the above
steps represented a multi-step routing). 

7.13 Repeat steps 7.9 - 7.11 for a product in
which a BOM component substitution is
automatically made by the system (i.e., the
primary BOM component for a product is not
available but a valid BOM substitute item is
available). 

7.14 Complete the put-away of finished good
product into inventory (detail of this process to
be demonstrated in Section 8) for one of the
two work orders defined above. 

7.15 Execute a partial close of a work order in
which you have made 40% of the scheduled
quantity, but need to interrupt the process
because an emergency order must be started
a. Show what happens to the remaining quantity
to be produced 
b. Show how any scrap gets costed on the partial
close 
c. Illustrate the costing of the finished good
item(s) 
7.16 Enter and process a work order that
includes an external subcontractor as the last
item in the product's routing.
a. Demonstrates the software's ability to provide
alerts for the entry of a subcontract or third
party PO 
b. Enter a purchase order that accounts for the
cost of the third party service performed; print
this PO 
c. Demonstrate the ability to ship the unfinished
product and any applicable raw materials to the
subcontractor; show any paperwork that is
created as a result of this process 
d. Receive the finished goods back into
inventory 
e. Close the work order and complete
production putaway 

7.17 Demonstrate the ability to provide
information to the shop floor
a. Demonstrate the floor's ability to view work
orders, routings and BOMs 
b. Demonstrate the floor's ability to access CAD
drawings and other support documents 

7.18 Discuss the system's costing functionality
a. Discuss how overhead cost drivers are
managed and applied. 
b. DIscuss how variances are captured. 
c. Demonstrate the ability to compare average
cost to standard. What troubleshooting tools
exist to find the causes of large variances
between average and standard cost? 
d. Demonstrate how cost rolls are executed, by
company, by plant, by sku, etc. 
f. What capabilities are there to track and report
on historical costs (average and standard)? 

7.19 Demonstrate equipment maintenance               OEE-overall efficient effectiveness with respect to equipment
capabilities (65)                                    maintenance mgmt.
a. Demonstrate how alerts can be setup either        Showed equipment master.
by calendar or machine cycles for maintenance
reminders.                                          Showed preventative maintenance (PM) actions.
b. Demonstrate how routine maintenance tasks         Showed both a calendar-based PM plan and a criteria-based PM
are maintained.                                     plan (e.g. high/low voltage limits under which to take action).
                                                     Showed a route-type PM WO (i.e. grease several pieces of
c. Demonstrate the ability to record time and
expense against the equipment (i.e. original cost
and accumulated maintenance costs to date).          Explained how the system tracks an ‘overdue percentage’ which is
This should include vendor and internal time.        reset when the PM is reported complete. Showed the ‘Performed
                                                     date based’ flag which helps the system know whether to keep the
                                                     next scheduled PM for previously planned week (even thought the
d. How is the alert reset for the next               previous PM was performed a week late) or whether to schedule
maintenance?                                        the next PM for x-weeks from the previous PM completion.

7.20 Someone in the molding department has           Showed a ‘fault report’ whereby someone reports a problem.
reported a problem with a mold                       Created a maintenance work order.
a. Demonstrate the ability to generate a             First article inspection after mold repaired is executed based on a
maintenance work order for this repair. Include      control plan (tied to the product; not the equipment). User must
cavity polishing activities as well as new ejector   manually add a new control plan or update existing to initiate a new
plate springs.                                      first article inspection when mold is placed back into service.
b. How is this scheduled relative to other           Showed scheduling WO (visual board) and added new maintenance
scheduled maintenance tasks?                        WO on-the-fly.

c. The springs are not in stock. Create the
purchase order for the part and tie it back to the
work order. 
d. Show how the mold is taken out of service
until the repair is complete. / (manually
update control plans)
e. Springs are in. Demonstrate how the
associated labor and materials are associated
with the work order (and the continuing records
of the mold). 
f. Show how the system supports 1st article
inspection before returning the mold to
production. / (manually update control

7.21 A manager wants to submit a capital             Showed equipment linked to an asset.
request to replace a mold. What information is       Showed asset total depreciation (no detail). More to show under
available to research this request? / (didn’t      finance section.
show much more than cost & list; no analysis
a. Review the mold in Fixed Assets. How much
of its value has been depreciated? / (didn’t
b. Show the repair history of the mold to
determine its ongoing maintenance costs 


8.1 Review some basic set-up characteristics of   Showed the list of all locations.
inventory control and warehousing.                Showed item master and how setup may be different per site.
a. Creation of a warehouse in the system         Showed ability to group parts (e.g. commodity code fields)
b. Definition of the structure of a warehouse and Showed an item’s default locations.
the associated length of each available field    Note that part catalog isn’t site-specific; thus site-specific info is
                                                  captured on the item master/site detail.
- Zones (all within location ID) 
- Locations (all within location ID) 
- Bins (all within location ID) 
c. Demonstrate/discuss any warehouse tools
that would support warehouse efficiencies
(picking, space, etc.) (cover later w/bar code?)
d. Demonstrate how the characteristics of a
given position in a warehouse are defined (e.g.,
allow picking, allow put away, staging location,
allow manufacturing picking) 
  e. Demonstrate how areas within a given
facility can be defined as quality areas, etc.
(non-nettable) 
f. Demonstrate how the distribution network of
our organization can be defined within your
system  (distribution order process)
- Demonstrate how a centralized distribution
center supplying other facilities can be
established  (distribution channel)
g. Demonstrate the ability to support a shared
service warehouse for multiple business units.
h. Demonstrate how primary and secondary
pick areas are established within your system 
  i. Demonstrate how primary receipt put away
areas are established within your system. Can
these be based on component properties (ESD,
size, etc.)? 
j. Demonstrate how the replenishment rules for
moving material into the primary pick areas are
defined 
k. Demonstrate how ABC inventory
classifications and slow moving inventory are
defined 

8.2 Review the set-up required to utilize your
base Warehouse Management System (WMS). 
a. Directed vs. manual picking 
b. Use of rules for determining how to define
orders that can be picked 
  c. Rules for determining when an order gets
allocated 
d. Demonstrate how the put away methodology
to be used by the system is defined (e.g., put
away to stock, put away to dock and then move
to stock) 
 e. Demonstrate the establishment of rules for
determining the ship ability of an order 
  f. Fully nested infinite level license plating
 g. Means of communicating with RF and bar
code equipment 

8.3 Review some of the master files used within
inventory control and warehousing.
a. Product hierarchies  (commodity code 1&2)
b. Cycle count set-up 
c. Product accounting options 
 d. Automatic UPC generation  (media file)
   e. Product attributes (weight, volume, shelf
life, etc.) 
f. Substitute products (i.e., when there is none
of product A available, substitute product B in its
place) 
g. Multiple units of measure and their
conversion factors based upon the specific
product 

8.4 Receiving inbound material. (75, P23)             Cross-docking sounds manual. If lot controlled it may alert the
                                                      receiver; otherwise there’s only a warning message if the item is
a. Using one of the PO's generated earlier,
                                                      currently under ‘shortage’.
demonstrate the receipt of a PO that is shipped
complete 
b. Receive one of the PO's that was generated
earlier and tied to a specific sales order.
Demonstrate the assignment of the material
from the PO directly to the specific sales order
and line item.  (liz discussed cross-dock; didn’t
show; sounds manual)
c. Some of our vendors combine multiple PO's
onto a single shipment. There may be one or
more products on more than one of the PO's.
handles the receipt of a shipment from a vendor
in which multiple PO's are included on a single
shipment. 
- Demonstrate what happens when the quantity
received is not an exact match to the quantity
ordered (determined by totaling up the
quantities of the item from each of the multiple
PO's) 
d. For the sub-contractor work order processed
in 7.16, show the value of the item received into
inventory from the sub-contractor process. This
value should be the value of the material before
being sent to the sub-contractor plus the value
of the sub-contractor value-add. 
e. Demonstrate the receipt of a PO in which the
vendor does not ship the PO complete.
Specifically show what happens to the additional
material. 
- When the quantity received is less than that
ordered but greater than the minimum amount
specified within the system to view a PO as
being shipped complete 
- When the quantity received is less than that
ordered and less than the minimum amount
specified within the system to view a PO as
being shipped complete 
f. Demonstrate the receipt of product in which
the product is to automatically be placed on
quality hold pending inspection of the material.
- Specifically address how the QC department is
notified when material needs inspection.
Demonstrate how this triggers an inspection
process/plan. 
- Demonstrate the ability to identify high priority
or hazardous items at receiving for special
handling. 
g. Demonstrate the receipt of product from a
supplier in which 50% of the material received is
made available for immediate use, but the
remaining 50% of the material is manually
placed on hold by the individuals doing receiving
- Specifically address how the QC department is       Inbound inspection uses an exception list as their work queue.
notified when material needs inspection              Supplier performance tracks delivery date, quantity, quality, and ?
h. Demonstrate the receipt of product from a
vendor in which the product has been bar coded
at the time of shipment by the vendor 
i. Demonstrate the receipt of a customer return.
Specifically address when and under what
circumstances a credit memo will be generated
j. Demonstrate the receipt of a customer
warranty return. Specifically address the
handling of the product after it is received at the
facility. / (didn’t show)

8.5 Perform some of the transactions in item 8.4
using RF and Bar coding processes. 

8.6 At the time of receipt of one of the items
from 8.4, generate a series of bar-code labels for
the received material. (80) 

8.7 At the time of receipt of one of the items
from 8.4, create a series of license plates for the
received material and then nest the individual
product license plates onto a single license plate
for all of the items. / (didn’t show during
device transactions )

8.8 CSI business units provide regular vendor
feedback on quality and on-time delivery
through vendor scorecards. (18, 73, 74, P24)
/ (didn’t show)
a. Demonstrate the capture and tracking of
supplier performance data. Provide sample
supplier performance reports/dashboards.
Discuss what transactions are required to track
vendor delivery, cost and quality performance.
 (didn’t show)

b. What analytical tools exist to help maintain
the quality plan? For example, based on an AQL,
a sample plan may change depending on defect
rates of recent receipts. / (didn’t show)

8.9 Demonstrate the ability to handle non-
conforming material (component or finished
good). 
  a. Show how a quality defect is reported during
production (non-conforming). How does the
system support a deviation of non-conforming
material? 
- Show the ability to identify non-conforming        WDR (waiver deviations & revisions) in quality MRB – where it’s still
material that can be used in some product, but       usable. The MRB CAR (corrective action request) can trigger a
not others.                                         change request (with connected objects)
  b. Demonstrate how non-conforming material
can go to MRB (material review board) and be
dispositioned with a corrective action which is
linked to the original defect/complaint. 
c. Show how the system helps capture the Cost
of Quality (costs due to non-conforming material
or customer complaints). 

8.10 For one of the items received and placed on Showed the Radley device transaction (receipt arrival; receipt to
quality hold from 8.4, demonstrate the           stock).
subsequent disposition of the material. (76)    Integrate with loftware (3rd party_ for label printing)
a. Release some of the material to active
inventory 
b. Set-up some of the material to be returned to
the vendor for credit. Demonstrate the
shipment of the material back to the vendor and
the creation of the associated vendor credit
within the system 
c. Set-up the remaining material to be returned
to the vendor for re-shipment (i.e., we still need
the material and do not want to have to re-issue
another PO to cover the needed quantity, the
vendor should re-ship the needed material
against the original PO) 

8.11 Demonstrate the capability of your system       Directs putaway to the primary/default location for part. If the WO
to suggest (direct) a put away location for          specified a putaway location, system tells user to put there – but
received material. / (not really auto-directed)    not assigning dynamic
a. Show how your system handles moving
material into primary pick areas. Specifically
identify how the system determines the rank
ordering of suggested put away locations.  (no
suggested putaway other than primary loc)
b. Discuss the impact of the need to cross dock
material on the suggested put away  (no alert
to cross-doc pegged order; just material shortage
event-driven alert).
c. Discuss how your system determines where to
put material.  (primary location or WO
specified putaway location)

8.12 Recording production put away. (78)
 a. For one of the production runs from 7.9
record multiple production putaways 
 b. Create bar code labels for each of the
products produced / (didn’t show)
 c. Demonstrate how lot or serial numbers are
entered associated with the material 
  d. Complete the recording of production and
the associated production run(s) 
e. For a work order associated directly with a
sales order, demonstrate the assignment of the
inventory to the specific sales order and line
item / (showed pegging; but no cross-dock)

8.13 Demonstrate the assignment of inventory
in specific locations within the warehouse to
satisfy order demand for products (allocation).
a. Discuss the system logic regarding FIFO, LIFO
and other inventory storage strategies in both
manufacturing and shipping. 
b. Demonstrate how the system would
automatically suggest a replenishment
transaction based upon inventory in a specific
primary pick location dropping below some user
defined limit 
c. Show the various user definable parameters
that will directly determine which items will be
queued up for allocation (e.g., ship date,
customer priority)  (explained)

8.14 Demonstrate how your system will help
insure proper stock rotation within the facility.
 (explained about FIFO and expiring date rules)

8.15 Apply the rules defined in 8.2 to determine
which allocated items are then released
automatically or manually by the system for
picking. (77)  (explained; didn’t show)
a. Specifically demonstrate how the system
handles perishable inventory (expiration dates).

8.16 Demonstrate the manual (non-directed)          Workforce director – automates lite WHM; paperless.
picking of a sales order. Pick one order using RF   Workforce director grabs todos from IFS and creates tasks. It
and bar code devices and the other using a non      separates these into discrete queues (e.g. by location) . Showed list
bar code methodology.                              of available tasks (based on WH/region; based on task types I’m
a. Demonstrate what happens if a user picks         allowed to do). Supervisor can move priorities around with these
product from the wrong location                      tasks.
b. Demonstrate what happens if the user
attempts to pick the wrong product 
c. Demonstrate what happens if the user               IFS has consolidated pick list in IFS to do a wave
attempts to pick product that is already
allocated to some other sales order
d. Demonstrate what happens if the user picks
material with a duplicate serial number. 

8.17 Demonstrate how a user can pick product          Explained the order notes (document text) can be visible on the
for multiple sales orders concurrently. (79)         handheld – based on the ‘output type’ configured to pass across
(tasks grouped & sorted together; not from a          (e.g. safety hazmat message).
consolidated wave pick)
a. Demonstrate how a user can pick product for
multiple work orders concurrently.  (tasks
grouped & sorted together; not from a
consolidated wave pick)

8.18 Demonstrate the picking process when the         Intellilabel allows us to create multi-levels structures (e.g. pallet,
material to be picked is license plated.              box on pallet, bags in each box, SN item in bag). Allows you to store
                                                      any data needed within each level – even if IFS doesn’t have data
                                                      field for it – e.g. IFS tracks dimensions; but not packaged
                                                      dimensions – which could be stored here. Explained that device can
                                                      prompt user to also scan the box label you’re putting parts into (&
                                                      order may take multiple boxes).
  a. Discuss the what, if any, limitations exist on   Explained that the devices can also be configured to have different
allocation of license plated material                pickers working on same order.

8.19 Demonstrate the cart picking process (i.e.,      Consolidated picklist in IFS.
individual items are picked and placed in a cart
and moves through the warehouse until all
items for a sales order have been picked). /
(didn’t show)

8.20 After the picking process has been               Suggest Agile 3rd party software for export documentation and
completed, demonstrate the steps required to          restrictive shipping requirements – included in quote.
ship the customers order. (1, 82, 83)                 Suggest Agile 3rd party for rate shopping and interface – included.
a. Demonstrate the process of confirming that         They can track both weight and volume
the picked material matches what is on the sales      Pick to shipping location (i.e. staging).
order                                                Shipment release isn’t a device scanned activity (scanning ends with
b. Demonstrate how individual line items (same        picking & packing into box).
order) can be identified for shipment from
multiple warehouses. 
b. Demonstrate the interface between your
system and you internal or 3rd party freight rate
system (manifesting system) including the
storage of all tracking numbers associated with
the shipment / (didn’t show; need 3rd party
Agile for this – included in quote)
c. Show how your system allows the
maintenance of which products are shipped in
what quantities in each box that is shipped to
the customer 
d. Produce the necessary customer specific
shipping documents to go along with the
shipment (include acknowledgements, invoices,
shipping instructions, packing information,
commercial invoice, declaration of conformity,
etc.) 
- Include customer specific formatted shipping        OPEN QUESTION: Radley will email a full list of supported EDI
labels (box and pallet) / (didn’t show)             transactions.
- Specifically demonstrate how the system can         ‘packaged part’ would be for both the item and related power
produce international order paperwork such as         supply (UPC code assigned to these together). i.e. sales kit.
NAFTA declarations, product harmonization
codes, certificates of origin, pro-forma invoices,
and customs declarations based on the
destination of the material / (might want 3rd
party Agile for int’l docs)
e. Demonstrate the ability to transmit advanced
shipping notification (ASN) material to a
customer and the methodologies for delivering
this information (i.e., fax, e-mail, EDI, etc.) /
(didn’t show)
f. Demonstrate the ability to automatically send
shipping advice for each shipment. This should
include sales order number, purchase order
number, customer name, product shipped and
carrier tracking number. The shipping advice
also includes detail of open items on the
particular sales order. / (didn’t show)
g. What EDI transaction sets are supported 

8.21 Demonstrate the ability of your system to        Maybe handle in accounting.
cancel a shipment after it has been shipped by
the warehouse. This is necessary when we
discover that the quantity shipped of a given
item has been incorrectly entered, etc.
a. Specifically address when in the shipping and
invoicing process this can take place

8.22 Demonstrate how the system handles the
following shipments.
 a. Return of material to a vendor 
  b. Shipment of material to an outside supplier
of contract manufacturing services 
 c. Intra-company transfers (i.e., shipment from
one of our facilities to another) 
 - In each case show the shipping and picking
documents associated with each 

8.23 Demonstrate the ability of the system to
send MSDS sheets to a customer. / (didn’t

8.24 Demonstrate what happens when you
short-ship an order: (14)
a. Sales order back order 
b. Reason codes for short shipment  (doc
text/notes are workaround)
c. Automated notification of CSR, etc.  (event)
d. Show a subsequent report for analyzing the
reasons for short shipping orders  (don’t track
e. Show how customer service can force "ship
complete" for an order.  (parameter stops
partial shipments)

8.25 Demonstrate how, within your system, any
quality or other product related issues found by
a customer can be used to determine which raw
material components were involved in the
manufacture of the defective item. (61) 

8.26 Demonstrate or discuss you systems             Showed cycle counting on handheld device
process for physical and cycle counts.
a. Cycle count selection criteria 
b. Automatic system suggestion of cycle counts
based upon user defined criteria 
c. Discuss the ability to generate a cycle count
for a pick to zero location. Is this part of the
normal process? / (use event trigger)
d. What tools are available to troubleshoot cycle
count variances and track cycle count
performance/inventory accuracy? /
(analyzing inventory trx – trx history per part)
e. Review accounting entries for both physicals
and cycle counts / (didn’t show)
f. Review the impact of the use of license plate
on both physical and cycle counting / (didn’t
show; explained Radley’s intelli-lable shows this)

8.27 Demonstrate your systems inventory
inquiry screens. 
a. On-hand, available, on hold, etc. 
b. Inventory by location, bin, or lot 
c. Inventory transactions (detail by product,
warehouse, and day) 

8.28 Demonstrate the process for recording the       Explained that this is on the PO “purchase-trans” vs. “purchase-
shipment of a direct (drop) ship sales order. (7)    direct” (i.e. drop-ship). This is line-specific (lines could vary on
                                                     overall PO).
a. Shipment process itself / (didn’t show; it’s
manual trx – not auto from PO receipt trx)           Explained PO send advice (vendor says they’ve sent it – via EDI).
                                                     Must still (manually) do shipment trx “register direct delivery”.
- Demonstrate the system's ability to interface
with UPS or FedEx systems / (didn’t show)
b. Demonstrate the handling of the PO 
c. Demonstrate what happens if the vendor has
short shipped material to the customer /
(didn’t show; it’s manual trx – not auto from PO
receipt trx)

8.29 Demonstrate the various reports available       Discussion regarding ‘tasks’ in bar code data collection may help
within your system to help insure a complete         with this; but never showed a stock location replenishment order.
on-time shipment of material to our customers.
(81) / (didn’t show)
a. Shipments due out which are not fully
allocated  (shows shortages in red –
conditional formatting)
b. Replenishment report (i.e., material to be
moved into the primary pick areas to satisfy
orders) / (didn’t show)

9.1 Demonstrate the ability to track customer        No guided question script.
a. Show how a call is logged when first received
b. Identify and categorize the incident. 
c. Assign the incident to customer service or a
technician. 
d. Does the system allow for a diagnostic script
to help identify the problem? Is there a
knowledgebase tool that assists with
troubleshooting common problems? / (no
script; but previous case/resolution search
e. The issue is complex and needs to be
transferred to engineering. What is the process?
f. Engineering needs to forward the issue to our
vendor. What is the process? 
g. Vendor discovers that the product is being
used properly but that there is a known issue
with one of the components in the product.
Transfer back to customer service with the
appropriate update. 
h. Check the serial number to confirm original
ship date. The warranty is 5 years. Demonstrate
the ability to enter a authorization for this part.
It will be returned for exchange.
i. Close the issue 

9.2 Demonstrate the ability to support field
service. (P11)
a. A call comes in requesting a technician to         Explained that a multi-level service structure – switching out a
troubleshoot an ethernet switch on the                component (depends on what level you’re keeping your
customer's premise. Demonstrate available             maintenance structure).
methods to dispatch issues to technicians that        In service, we create a service request/case; then work order to do
are out of the office.                               the work; then create a customer order from the WO and execute
b. While onsite the technician determines that        the billing.
the switch needs to be replaced. What is the
workflow back to the office to requisition the
new equipment? 
c. Once the equipment is in, how is the
technician notified so that he can schedule the
replacement at the customer premise? 
d. How would warranty information on the new
equipment be tracked? / (didn’t show)
e. Build a workflow to collect customer
acceptance information, trigger the billing and
close the ticket? 
- Demonstrate how this issue can be charged
against a contract (no bill), billed by time &
material or billed per a quote. 

9.3 Demonstrate the use of change orders for
the modification of a services engagement (P13)
a. Setup a workflow to alert a manager that
project hours used is approaching project hours
bid. / (didn’t show)
b. Demonstrate the ability to track & control
change orders to existing projects. 

9.4 Demonstrate the ability to create a skills
inventory of employees and outside resources.
(P18, P19, P20, P21)
a. Show how this information can be used to
assist in project scheduling and capacity
planning. / (capture skills; manual

9.5 Demonstrate reporting capabilities for
project status. (P22)
a. Show cost recaps including direct, indirect and
outside costs compared to the original proposal.
Financial Management

2.1 Demonstrate the basic set-up of the chart of
 a. Length of account and support for alpha,
numeric, and alpha-numeric values 
  b. Definition of structural elements within the
ledger (number of segments allowed, etc.) 
  c. Availability of user defined account
segments 

2.2 Demonstrate the systems support for
multiple currencies.
a. How and how frequently are conversion
factors maintained? Can it be automatic? 
b. Does the system support multiple rates for a
single pair of currencies (i.e. buy and sell)? 
c. Discuss the postings to gain and loss accounts
and when the transactions are made. 
d. Does the system allow for the reporting of
transactios in different currencies on the ledger
or are they converted first? Can a single report
be generated in multiple currencies? 
e. Briefly review the "mechanics" of multiple
currencies (triangulation, etc.) 
2.3 Demonstrate the handling of multiple legal
a. How is a company setup? What are the
limits and benefits of using multiple companies
as opposed to divisions? Can multiple
companies be established in a single database
instance? (separate for asynchronous
processing) 
b. Review the consolidation process.
Demonstrate a multi-level consolidation.
Demonstrate the tools available to automate
intercompany eliminations. 
c. Demonstrate the ability to report division
revenue/profitability; customer
revenue/profitability; project
revenue/profitability and product
revenue/profitability 
e. Review sales and vat tax table setup. 

2.4 Demonstrate the ability to support multiple
accounting standards (41) 
a. Show the ability to comply with IFRS as well as
GAAP as well as localizations for Costa Rica and
China. 

2.5 Demonstrate the budget development cycle.
a. Demonstrate the tools available to initially
populate a budget. 
b. Demonstrate the ability to maintain multiple
budgets by business unit. For example the
original budget and possibly multiple versions of
a "corrected" plan throughout the fiscal year. 
c. It is June 2011. Demonstrate the steps
necessary to populate actuals to date into the
"corrected" plan. What tools might help
automate this task? 
d. Compare the original budget, updated plan
and prior year actual results 
e. Demonstrate the ability to consolidate
business unit budgets. 

2.6 Demonstrate the creation of a recurring
ledger template.
a. For an entry in which the accounts and
amounts are both fixed 
b. For an entry in which the accounts and
amounts are defined but can be changed 

2.7 Demonstrate the ability of your system to
start with summary information and then drill
down to the individual transaction detail.
a. Starting from a consolidated Income
Statement, drill into an expense item to view the
balances by business unit. 
b. Choose a company (TN) and view the account
balances that roll into the item 
c. Select one of the accounts and view the
activity making up the balance 
d. Select an activity and view the supporting
information (i.e. invoice, receiver, PO, check
payment) 
e. Starting from a revenue line item, follow a
similar process to get to a specific invoice. 

2.8 For the purchase orders process and
received previously, demonstrate the three-way
matching functionality of your software under
the following conditions: (39)
a. One vendor invoice for a single purchase
order 
b. One vendor invoice for multiple purchase
c. Demonstrate taking of any applicable terms
discounts, whether or not you are paying within
terms 
d. Demonstrate the effect of a 50% prepayment
e. Demonstrate the handling of freight charges
associated with the invoice 
f. Demonstrate the handling of variances
between the invoice amount and the amount
you intend to pay, specifically identifying reason
codes or accounts associated with the variances
 (no reason code)
g. Show the manual application of a credit to a
vendors invoice 
h. Commit the various invoices for payment 
2.09 Create a check run to cut checks for the
items processes in 2.16. 
a. Demonstrate the various criteria that can be
used in defining which items are to be included
in a check run 
b. Manually delete one of the checks from the
run 
c. Manually override the amount to be paid to a
specific vendor 

2.10 Print the associated checks and post the
check run.
a. Discuss the process for voiding an individual
check, a range of checks, or all checks within a
run 
b. Discuss our ability to print all checks using
standard laser printers with magnetic ink
cartridges for the ABA information, etc.
c. Demonstrate the ability to wire funds as
opposed to printing a check. Show how the wire
is documented. 
d. Demonstrate the ability to make a payment in
EUROs. Show how the gain/loss on the
exchange rate is recorded. 
e. Demonstrate the automatic application of a
vendor credit to a check cut for a vendor 

2.11 Review the process within your software
for check reconciliation.
a. Discuss the availability of functionality to
handle electronic feeds from the bank 

2.12 Demonstrate the matching of a vendors
invoice for which there is no purchase order in
the system (e.g., an invoice for rent). 
a. Specifically identify how the various accounts
used in the transaction are determined 

2.13 Demonstrate the various reports and on-
line inquiries available within your system.
a. Check register and check history 
b. Open matched payables 
c. Unmatched/uninvoiced receipts 
d. Vendor monthly and yearly statistics 

2.14 Briefly review some of the basic set-up of
the master files within the accounts receivable
a. Customer master 
b. Terms codes 

2.15 Post and print various invoices.
a. Demonstrate the process of re-printing an
invoice to a customer, specifically addressing the
ability to send the document using a variety of
different means (e.g., fax, e-mail, EDI.) 
b. Print an invoice for a customer whose base is

2.16 Using the records created above,
demonstrate the cash application functionality
available within your system.
a. Auto-matching, by invoice, oldest first, and
other unapplied cash options. 
b. Taking of allowed discounts
c. Taking of non-allowed discounts and the use
of multiple reason codes and accounts per event
d. Demonstrate the effect of a 50% prepayment
e. Application of credit memos in the payment
process 
f. Miscellaneous cash receipts 

2.17 Demonstrate the tools provided by your
system to aid in the collections process.
a. Collection call logs 
b. Automated system notification of credit
personnel of past due invoices 
c. User definable parameters for establishing
grace periods, etc. 
2.18 Demonstrate how a check from an parent
customer can be used to pay invoices from
multiple child customers. How are the child
customers linked? 

2.19 Demonstrate how the system would handle
a situation in which a customer needs a short
term increase in his or her credit limit.
a. This should not be accomplished by actually
altering the customers credit limit and then
changing it back at some later point in time 

2.20 Demonstrate how a user of your system
would be notified that a sales order has been
placed on credit hold and what the process
would be to release the order from hold.
a. Demonstrate what happens if, after being
released from credit hold, the customer changes
the order in such a manner as to increase the
original value 

2.21 Demonstrate Fixed Asset Capabilities (45)
a. Demonstrate the workflow that triggers asset
entry. For example, non inventory PO's > $1000
should trigger the creation of an asset. 
b. Demonstrate the ability to have multiple
depreciation books (i.e. tax, local). 
c. A lab consists of multiple individual items (two
servers, one screen, software). Demonstrate
how the lab can be setup as the asset without
losing visibility of the individual components. 

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