Mining_EAM-ERP_RFP_Template

Technology Evaluation Centers Inc. Request for Information/Proposal Requirements Research Instructions Rating Legend Format Response Explanation ● The top of the RFI tab contains six response columns. SUP Supported as delivered "out-of-the-box" ● TEC analysts developed the RFI based on past experience and research into the widest and deepest range of possible requirements. MOD Supported via modifications (screen configurations, reports, GUI tailoring, etc) 3RD Supported via a third party solution CST Supported via customization (changes to source code) FUT Will be supported in a future release NS Not supported Priority 0 to 10, where 10 is most important Mandatory Yes, only for "must-have" factors Note this file contains multiple sheets (tabs). This sheet contains instructions only. Click the tabs at the bottom of the window to access the criteria. RFI Example Vendor Responses Hierarchy Criterion ● Complete the RFI worksheet by placing an X in the appropriate column for each criterion. 1 Module 1 ● The Xs must represent the current state of a product or service. 1.1 Category of Module 1 1.1.1 Subcategory of Category 1 1.1.1.1 Criterion 1 1.1.1.2 Criterion 2 1.1.1.3 Criterion 3 1.1.1.4 Criterion 4 1.1.1.5 Criterion 5 1.1.1.6 Criterion 6 © Technology Evaluation Centers Inc. 2007. This document may only be used for internal purposes. Reproduction and Priorities Must Have = 10 Very Important = 8 Important = 6 Nice to Have = 4 Not Important = 2 No Need = 0Don't forget to indicate your priorities and mandatory requirements for modules, categories, subcategories, and criteria. RFI Example Priority (0-10) Mandatory (Y/N) SUP MOD 3RD CST FUT NS 8 N 4 N 10 N 1 N X 6 Y X 4 N X 10 N X 8 N X 8 Y X internal purposes. Reproduction and redistribution are strictly prohibited. User Responses ● Use the Priority column to indicate how important a particular criterion or entire group of criteria (module or category) is for your organization. ● The Mandatory column is useful for indicating absolute requirements. Note that a "Yes" would mean a vendor/provider fails if it does not support that criterion or group of criteria. It is often useful to use "No" as the general default response and only change to a "Yes" for an absolutely critical item. Technology Evaluation Centers Inc. ERP and CMMS for the Mining Industry Criteria Worksheet Hierarchy Criterion Priority (0-10) Mandatory (Y/N) SUP MOD 3RD CST 1 Financials 1.1 General Ledger 1.1.1 Parameters and Structuring 1.1.1.1 Lean manufacturing accounting practices and methods (i.e., manufacturing overheads based on cycle time including labor) 1.1.1.2 Fiscal calendar is defined by the user 1.1.1.3 Calendar periods are defined by the user 1.1.1.4 Calendar can be defined as uneven periods, adjustment periods, or into a maximum of 366 periods 1.1.1.5 Multiple calendars 1.1.1.6 Multi-entity financial reporting 1.1.1.7 Fiscal monthly period options for twelve or thirteen months 1.1.1.8 Fiscal quarterly periods can be defined as 4-4-5, 5-4-4, or 4-5-4 1.1.1.9 Organization of the calendar period defined by the user 1.1.1.10 Calendar may be organized in a variety of ways with up to 999 user periods 1.1.1.11 Open any number of fiscal years or calendar periods at the same time 1.1.1.12 Companies with different regional presences may set a default currency for the financial division of each region1.1.1.13 The reporting entity may determine organization of the financial information 1.1.1.14 Distinguish A/P transactions (of the same type) from different entities 1.1.1.15 Each entity's ledger can have its own calendar and chart of accounts 1.1.1.16 Each entity's ledger can have its own accounting periods opened and closed 1.1.1.17 User may choose between data collection and real time posting modes 1.1.1.18 Tracks items in the G/L and sub-ledger by quantity and value (in whichever currency is used) 1.1.1.19 Maintain unit and dollar amount postings in GL and subleddger 1.1.1.20 User defined criteria for system purges for general ledger transactions, journal vouchers, and accounts payable data based on the number of years or months of data required to maintain--each purge type has its own unique criteria 1.1.1.21 Sub-ledgers closed out prior to performing a purge. The closeout process sets all financial account balances in the sub-ledger to zero by posting an equal and offsetting transaction 1.1.1.22 Specify a key and rules to have the system automatically purge all records related to the key throughout the system--sub-ledger accounts, sub-ledger transactions, tables, rates 1.1.1.23 Automatic check to ensure that prior to deleting a financial record, the account balance must have been "closed out" i.e. nets to zero 1.1.1.24 Translation of balance sheet accounts including the ability to have a default rate (spot) that can be overridden on an exception basis (historic), on an account-byacccoun basis -do not want to set up a rate for every balance sheet account -the override rates will differ ledger to ledger 1.1.1.25 Automatically insert actual account balances into the elapsed month's bucket in a future forecast file at the end of each accounting period when the system rolls into the next period 1.1.1.26 Prevent roll from one accounting period to the next unless the last job run is the financial statements 1.1.1.27 Audit log required for any changes to table information that may contain rates and information, which is used by the system in any way--before, after, change, date, and who1.1.1.28 Flexible general ledger key with multiple levels 1.1.1.29 Exception reporting with drill down capabilities 1.1.1.30 Change cross charge percentages without retroactively changing previously published financial information 1.1.1.31 Provision for use of standards that can be automatically propagated throughout the system to the various ledgers 1.1.1.32 Integration with ADP electronic transmission of payroll data 1.1.1.33 Use the budget forecast information to create automatic postings; accruals for any potential overhead item, for example, bonus, depreciation, professional fees, new product development, and marketing expense; support standard (automatically repeating) postings and entries that are generated each month with reference to amounts maintained in budget fields for the month. The amounts may or may not be the same from month to month 1.1.1.34 Automatic year-end rolling of balances in sub-ledgers and general ledger control accounts. 1.1.1.35 Automatic linking and posting of control accounts from related sub-ledger accounts 1.1.1.36 Process jobs in edit and update mode 1.1.1.37 Jobs required to include error and warning messages on reports 1.1.1.38 Reports to include a control report that lists pages on which errors and warnings have occurred 1.1.1.39 User-defined controls to allow specific jobs to update multiple times in a period 1.1.1.40 View postings at the company, market, and title/SKU level 1.1.1.41 Table master functionality--set parameters in a table, have jobs read the table and create postings or reports accordingly 1.1.1.42 User-defined field names for tables 1.1.1.43 Method for verifying keying to ensure only appropriate records updated 1.1.1.44 Archiving of transaction history as well as purge from active files1.1.2 Chart of Accounts Structure This category contains 48 criteria below it. 1.1.3 Ledger Development and Management This category contains 14 criteria below it. 1.1.4 Enterprise Reporting Structure This category contains 15 criteria below it. 1.1.5 Journal Entry and Reporting This category contains 44 criteria below it. 1.1.6 Journal Vouchers This category contains 41 criteria below it. 1.1.7 Controls for Ledgers This category contains 7 criteria below it. 1.1.8 Multicurrency Capabilities This category contains 24 criteria below it. 1.1.9 Online Inquiry Reporting This category contains 9 criteria below it. 1.1.10 Variable Analysis This category contains 3 criteria below it. 1.2 Accounts Payable (A/P) This category contains 245 criteria below it.1.3 Fixed Assets This category contains 94 criteria below it. 1.4 Cost Accounting This category contains 53 criteria below it. 1.5 Cash Management This category contains 16 criteria below it. 1.6 Budgeting This category contains 70 criteria below it. 1.7 Accounts Receivable This category contains 111 criteria below it. 1.8 Financial Reporting This category contains 103 criteria below it. 1.9 Project Accounting This category contains 57 criteria below it.2 Human Resources 2.1 Benefits 2.1.1 Standard Benefits 2.1.1.1 Multiple benefits programs 2.1.1.2 Establishes benefit plans, providers, and rates 2.1.1.3 Identifies dates for insurance coverage and deduction calculations 2.1.1.4 Maintenance, dependent, and beneficiary information 2.1.1.5 Employees have rollover benefit alternatives 2.1.1.6 Base benefits maintenance decentralized to the employee level through the use of internet or internal mail capabilities 2.1.2 Administering Benefits This category contains 17 criteria below it. 2.1.3 Profile for Employee Benefit Plan This category contains 6 criteria below it. 2.1.4 Management of Rewards This category contains 7 criteria below it. 2.2 Payroll This category contains 14 criteria below it.2.3 Personnel Management This category contains 89 criteria below it. 2.4 Health and Safety This category contains 11 criteria below it. 2.5 Career Development and Training This category contains 22 criteria below it. 2.6 Data Warehousing This category contains 13 criteria below it. 3 Manufacturing Management 3.1 Work Order Management 3.1.1 Work Orders 3.1.1.1 Five or more levels of work order hierarchy that can be scheduled separately 3.1.1.2 Able to create blanket work orders usable on multiple equipment from different cost centers 3.1.1.3 Define shift hours on the work order 3.1.1.4 Able to prohibit a user charging dollars to other's cost centers 3.1.1.5 Define the default cost center for work orders 3.1.1.6 Able to charge overhead to a particular work order without a special labor rate 3.1.1.7 Safety tasks/instructions are recorded against work orders3.1.1.8 Able to retrieve drawings directly into the CMMS from within the work order screen 3.1.1.9 Drawings can be edited from within the work order screen 3.1.2 Spare Parts Selection This category contains 14 criteria below it. 3.1.3 Contract Maintenance This category contains 4 criteria below it. 3.1.4 Approvals This category contains 7 criteria below it. 3.1.5 Closing Work Orders This category contains 6 criteria below it. 3.1.6 Web-based Work Requests This category contains 6 criteria below it. 3.1.7 Scheduling This category contains 44 criteria below it. 3.1.8 Third Party Billing This category contains 9 criteria below it. 3.2 Preventive maintenance This category contains 91 criteria below it. 3.3 Equipment History This category contains 107 criteria below it. 3.4 Calibration Management This category contains 3 criteria below it. 3.5 Specialized Modules This category contains 3 criteria below it. 3.6 Processing and Statusing This category contains 10 criteria below it. 3.7 Vehicle Fleet Management This category contains 125 criteria below it. 4 Process Manufacturing Management 4.1 Formulas/Recipes 4.1.1 Alternative batch assignment 4.1.2 Calculates ingredient quantities for simulations 4.1.3 Set total costs is used as a criteria to change ingredients 4.1.4 Measures ingredients using percentages and totals 4.1.5 Calculates or recalculates the total weight or volume or ingredients 4.1.6 Uses what-if scenarios to determine if a work order or PO can be fulfilled 4.1.7 Specifies the percentage or number of items used in the manufacture or assembly of an item(s) 4.1.8 Formulas can be extracted from routings to generate production models or from production models to create routings 4.1.9 Production model or routing can be copied to create formulas4.1.10 Stores formulas created and used in manufacturing processes, automatically 4.1.11 Property calculations 4.1.12 Formulas and critical paths are used in cumulative leadtiim calculations 4.1.13 Ingredient and product process quality characteristics, expected results, tolerances, and testing procedures are definable 4.1.14 Fixed and scaleable ingredients 4.1.15 Validates formula and production model and routing 4.1.16 Workbench tools can create formulas 4.1.17 Reports formulas by component and item number 4.1.18 Stores laboratory, costing, production, planning, customer, historical, packaging, and other formulas 4.1.19 Manages and maintains regulations governing formulas including organization, date range, quantities, formula type, reference, and customer 4.1.20 Defines formulas, recipes, and percentage of ingredients for variable formulas and process routings for different batch sizes 4.1.21 Provides for variable formulas and process routings for different batch sizes. Ingredients should be definable as a fixed quantity per batch or as variable quantity per unit of process end product 4.1.22 Processes disposable or reclaimable by-products 4.1.23 Product structures and production models list hazardous materials 4.1.24 Each formulation can list an unlimited number of coprodducts by-products, ingredients, and instructions 4.1.25 Lists more than one substitutions for each process step 4.1.26 Instructions by ingredient or item 4.1.27 Least cost batch analysis 4.1.28 Alters corporate formulas to create local ones 4.1.29 Enables local formulas to automatically be modified from the corporate formulas 4.1.30 Identifies the discrete compounds in formulas, so all formulas sharing the same discrete compounds interface into the same module 4.1.31 BOM includes tolerances and limits 4.1.32 Expiration dates of perishable ingredients 4.1.33 Industry-specific, predefined formula attributes and calculations are recorded 4.1.34 Calculates the standard run time to produce a batch 4.1.35 Determines whether raw materials are available when creating a batch recipe 4.1.36 Least cost and maximum profit analysis used when creating recipes4.1.37 Stores and maintains recipes based on specifications and grade analyses 4.1.38 Calculates resources and item quantities so they are proportional to the batch being produced 4.1.39 Batch simulations include inquiries, and checks or generates reports on ingredients 4.1.40 Single and multilevel formulas include ingredient requirements and processes 4.1.41 Displays information on co-products, by-products, intermediate, and final products on one screen 4.1.42 Standard and theoretical yields for products 4.1.43 Standard variations for a specified product 4.1.44 Automatically adjusts batch recipes based on testing results 4.1.45 Uses potency as a UOM 4.1.46 Formula attributes and calculations can be defined by authorized users 4.1.47 Ingredient proportions are used to create changes ingredient lists or batch bills 4.1.48 Standard batch sizes can be changed and their corresponding formulas can be revised 4.1.49 Defines the maximum and minimum amount of scrap that can be returned in a process 4.1.50 Product grade and attributes 4.1.51 Expected shelf life 4.1.52 Calculates factors that impact shelf life 4.1.53 Calculates shelf life expiration dates using itemdepeenden variables 4.1.54 Specifies handling requirements 4.1.55 Balance on hand resources and non-stockable resources 4.1.56 Measures and records the combined potency and concentration of products 4.1.57 Calculates lot potency and percent concentration 4.1.58 Classification of finished goods, such as marketing class, product line, and category 4.1.59 Inventory reporting as aged by class 4.1.60 Keeps information on generic resources 4.1.61 Classifies inventory as on-hand, consigned, on order, costed, work-in-progress, lot controlled, and available-forplannnin 4.1.62 Attributes identify whether lot control information is required at each resource level and inventory class 4.1.63 User can define a hierarchy of resource attributes and characteristics for each lot 4.1.64 User can define a hierarchy of operational and financial resources 4.1.65 Calculates factors impacting component yield4.1.66 Multiple inventory codes can be entered in a BOM to create circular bills, by suspending the BOMs loopdeteectio capability 4.1.67 Inverted bills (disassembly BOM) 4.2 Process Model (Formulas + Routings) This category contains 22 criteria below it. 4.3 Process Batch Control and Reporting This category contains 25 criteria below it. 4.4 Conformance Reporting This category contains 23 criteria below it. 4.5 Process Manufacturing Costing This category contains 9 criteria below it. 4.6 Material Management This category contains 46 criteria below it. 4.7 Production Planning This category contains 291 criteria below it. 4.8 Field Service and Repairs This category contains 125 criteria below it. 4.9 Excavation Based Production Planning This category contains 7 criteria below it. 5 Inventory Management 5.1 Inventory Management--Online Requirements 5.1.1 Maintain item number history of usage, both planned and unplanned, and purged upon a specific date criteria 5.1.2 Provide inquiry and reporting capability for inventory transactions by item number, location, and transaction type. 5.1.3 Provide reporting capability by item number (all transactions since last cycle count) 5.1.4 Provide inquiry and reporting capability for inventory transaction summary by from and to dates 5.1.5 Provide inquiry and reporting capability for inventory status by item number and serial number 5.1.6 Provide inquiry and reporting capability for slow moving and obsolete inventory 5.1.7 Provide inquiry and reporting capability for negative balance inventory and flagging upon this condition occurring 5.1.8 Provide inquiry and reporting capability for shortages and backorders 5.1.9 Provide capability to track items by lot or serial number 5.1.10 Management of leasing and rotable spares5.1.11 Visibility and management of remote site or distributed inventories and rotable spares 5.1.12 Identify type of transaction 5.1.13 Identify the source of demand 5.1.14 Part text files with forced viewing on screen 5.1.15 System must be capable of managing harmonized part number information and integrating or maintaining harmonized information with third party (e.g.. freight forwarder) 5.1.16 Multi-currency capability 5.1.17 Vendor cross reference (infinite number of vendor pt. numbers) with wild-card search capability 5.1.18 Internal cross-reference to vendor part numbers 5.1.19 Ability to maintain files "up selling" parts based on certain other parts purchased. 5.1.20 Ten year look at usage history by year and source of demand 5.1.21 Inventory fields that accept part numbers and product configuration codes. Product configuration codes would allow logic behind randomly generated part numbers. 5.1.22 On-line request for requisition generation and approval. 5.1.23 Electronic "drop ship" capability between buyer/planner and vendors. Buyer/planner should have access to vendors' "on hand" information, launch order with "ship to" information 5.1.24 Pricing (selling prices) must have ability to price given various conditions (i.e. export pricing multipliers, subsidiary pricing multipliers, domestic pricing multipliers). 5.1.25 Selling prices may be controlled based on different commodity tables (for example, hydraulics carry different multipliers than "make parts" or other commercial parts). 5.1.26 Bar coding of individual parts as received prior to warehousing, real time scanning, and inventory updates at picking, and real time scanning at shipping. 5.1.27 Ability to label and track country of origin on parts and in operating system. 5.1.28 Automated pick system sorted by grid location. 5.1.29 Ability to structure material to a buy item, supporting ECN control capabilities 5.2 Processing Requirements This category contains 28 criteria below it. 5.3 Data Requirements This category contains 12 criteria below it.5.4 Reporting and Interfacing Requirements (Inventory Management) This category contains 9 criteria below it. 5.5 Locations and Lot Control This category contains 20 criteria below it. 5.6 Forecasting This category contains 52 criteria below it. 5.7 Reservations and Allocations This category contains 26 criteria below it. 5.8 Adjusting Inventory This category contains 8 criteria below it. 5.9 Organization Security This category contains 6 criteria below it. 5.10 Material Management This category contains 5 criteria below it. 6 Sales Management 6.1 On-line Requirements (Sales Management) 6.1.1 Accommodate an order type for a new order or quote 6.1.2 Accommodate a status field indicating either a quote or a customer order for a new order or quote 6.1.3 Create an order from a quote with a reference back to the quote, for a new order or quote 6.1.4 Create an order from only selected lines of the quote 6.1.5 Decrease the amount quoted 6.1.6 Allow for customer account and sales order status onliin by customer name or number or by sales order number 6.1.7 Process and print a special message or memo (at least 300 characters) on the following: 6.1.8 1) Invoice 6.1.9 2) Sales order or quote 6.1.10 3) Bill of lading 6.1.11 Validate order dates/MRP dates 6.1.12 Accommodate, primarily for the sales order, a customer requested ship date, a due date, and a company expected ship date 6.1.13 Process change orders easily, "pegging" these change orders to the original sales order 6.1.14 Change prices easily, including limiting price override capability so that only the sales manager can use it beyond a certain percent of list price 6.1.15 Automatically change all the prices by a certain percent or dollar amount 6.1.16 Override capability to the automatic pricing 6.1.17 Accommodate multiple ship-to addresses for each bill-to address6.1.18 Link each sales order to the appropriate shipping facility (i.e. production facility, etc.) 6.1.19 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by sales order number 6.1.20 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by customer name 6.1.21 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by customer code 6.1.22 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by product category 6.1.23 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by part number 6.1.24 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by representative/sales person 6.1.25 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by region 6.1.26 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by company 6.1.27 Allow sorting and printing each of the booking, billing, backlog, and backorder reports by distribution center 6.1.28 Provide on-line order history file displaying past orders for the customer 6.1.29 Provide on-line invoice history file displaying past customer invoices 6.1.30 Allow for on-line production status inquiry by customer purchase order number and customer code 6.1.31 Allow for customer master file inquiry that displays the billing address for a customer 6.1.32 Allow for customer master file inquiry that displays the shipping address (multiple) for a customer 6.1.33 Allow for customer master file inquiry that displays the credit standing for a customer 6.1.34 Allow for customer master file inquiry that displays the billing and shipping terms for a customer 6.1.35 Allow for customer master file inquiry that displays the special instructions for a customer 6.1.36 Support a competitive information system whereby competitive quotes are entered from the field and reported centrally 6.1.37 Provide a management summary report showing on-time shipments 6.1.38 Calculate split commissions automatically 6.1.39 Apply sales tax automatically 6.1.40 Create a backorder for under shipped or unshipped lines 6.1.41 Provide the ability to allocate inventory to customers based on a customer priority code in the customer master record6.1.42 Quotes and sales orders are viewable by salespersons (direct or agent) that are involved (commission structure) 6.2 Reporting and Interfacing Requirements (Sales Management) This category contains 49 criteria below it. 6.3 Available-to-Promise (ATP) This category contains 10 criteria below it. 6.4 Pricing and Discounting This category contains 51 criteria below it. 6.5 Customer Service and Returned Goods Handling This category contains 29 criteria below it. 6.6 Customer Relationship Management (CRM) and ECommmerc Requirements This category contains 23 criteria below it. 7 Purchasing Management 7.1 Profile of Suppliers 7.1.1 Fields for supplier data such as shipping methods, item references, and conditions 7.1.2 Suppliers may have more than one address 7.1.3 Store e-mail addresses, web sites, and fax numbers in vendor profiles 7.1.4 Associate items with vendors' descriptions 7.1.5 Code different vendor production lead times, taking into account both supplier lead time and transport time 7.1.6 Bill-to-entity information including currency, bank, account number, and mode of payment 7.1.7 Data related to bank, accounts, payment methods, currency, etc., are included in the payment profile 7.1.8 Vendor shipment process with terms and acceptance requirements for reception7.1.9 A primary vendor can be set as the default for each class 7.1.10 Vendor group for miscellaneous purposes 7.1.11 Identifier for approved vendors 7.1.12 Commentary about suppliers 7.2 Rating of Suppliers This category contains 13 criteria below it. 7.3 Requisitions and Quotations This category contains 13 criteria below it. 7.4 Purchase Orders (POs) This category contains 63 criteria below it. 7.5 Pricing This category contains 13 criteria below it. 7.6 Vendor Contracts and Agreements This category contains 16 criteria below it. 7.7 Management of POs This category contains 25 criteria below it. 7.8 Procurement Reporting and Online Reporting This category contains 24 criteria below it. 7.9 Repeat Procurement This category contains 19 criteria below it. 7.10 Receipts for Procurement This category contains 30 criteria below it. 7.11 Online Requirements for Purchasing Management This category contains 14 criteria below it. 7.12 Reporting and Interfacing Requirements for Purchasing Management This category contains 18 criteria below it. 8 Quality Management 8.1 Production Quality Management 8.1.1 Defective or excess material return processing must update on-hand 8.1.2 Damaged material--corrective action and failure analysis available to vendor on-line 8.1.3 Flags need to perform inspection of a specific item or a supplier's items 8.1.4 Receives items and records as “inventory on hold” when quality inspection is pending 8.1.5 Identifies items awaiting or in process of inspection through an online query 8.1.6 Validates inspection disposition using criteria that specify inspection process 8.1.7 Tracks material inspection dispositions 8.1.8 Tracks and reports on non-dispositioned rejects 8.1.9 Tracks quantity rejected at inspection8.1.10 Assigns codes to reject descriptions 8.1.11 Tracks unresolved rejections 8.1.12 Processes material receipts which have failed inspection 8.1.13 Corrective actions can be initiated, and processed, and tracked 8.1.14 Tracks items for which there is no disposition, or which are rejected pending vendor approval 8.1.15 Tracks items awaiting rework order 8.1.16 Tracks items for which use is conditional on QA statement of acceptable variance 8.1.17 Tracks items awaiting return shipment to vendor 8.1.18 Provides aggregate supplier quality data 8.1.19 Transactions related to material returns to vendors can be performed online 8.1.20 Tracks customer-rejected items awaiting disposition from original supplier 8.1.21 Automatically updates schedule information for items returned to suppliers 8.1.22 Lists authorized alternatives for substitution-approved items 8.1.23 Lists authorized vendors for each item 8.1.24 Prints document identifying point of return and justification 8.1.25 Prints debit memo as part of return-to-supplier process 8.1.26 Recalculates average item cost 8.1.27 Quality data on-line 8.1.28 Requirements grouping using collection plans 8.1.29 Quality document linkage with product master within PDM 8.2 Non Production Quality Management This category contains 24 criteria below it. 8.3 Inventory Quality Management This category contains 25 criteria below it. 9 Project Management 9.1 Basic Project Management 9.1.1 Uses control numbers to link materials, inventory, manufacturing activities, etc. to customer orders 9.1.2 Multilevel pegging for materials, inventory, and manufacturing activities 9.1.3 Optional control number for materials, inventory, and manufacturing activities9.1.4 Transaction tracking by project with online audit trail 9.1.5 Automatically provides full multilevel pegging 9.1.6 Calculates net requirements for projects and contracts (netting logic) 9.1.7 Netting is based on time-phasing logic that incorporates project requirements and their due dates 9.1.8 Material demand rule that allows material to be issued to a project only if that material is in supply 9.1.9 Project group codes separating non-sales orders and groups 9.1.10 Issues alters to reassign surplus or reassign, reclaim, or recycle residual material 9.1.11 Rule to include overdue receipts in alerts 9.1.12 Checks inventory availability of standard required components 9.1.13 Reports project material plan status by project components 9.1.14 What-if modeling for bottleneck resolution 9.1.15 Uses planning algorithms in project management 9.1.16 Time-phasing is used to create and compare project plans with master planning schedule 9.1.17 Material planning for process by-products and coprodduct 9.1.18 Material plan identifies cost collection points 9.1.19 Contract-specific requirements 9.1.20 Project-specific order planning 9.1.21 Tracks orders by project 9.1.22 Firms planned orders 9.1.23 Sends rescheduling notification to planner 9.1.24 Optimal order quantity calculations 9.1.25 Consolidate POs within specified project groupings 9.1.26 Supply-demand relationship table that defines control IDs 9.1.27 Uses a supply-demand relationship table to issue more than one ID to material 9.1.28 Associates different costs to different elements in the WBS 9.1.29 When material is moved from one project to another, the cost of the material is also transferred 9.1.30 Material is only issued if assigned to that project 9.1.31 Assigns an ID when an order for material is received 9.1.32 Reassigns material to other operations or projects 9.1.33 Tracks and dates borrowed material and charges it to the borrowing contract 9.1.34 Uses control IDs to identify transactions such as receipts, issues, adjustments (including physical count adjustments), material assignments 9.1.35 Documents residual material9.1.36 Documents and provides a history of inventory movement, by project 9.2 Project Definition This category contains 18 criteria below it. 9.3 Work Breakdown Structure This category contains 18 criteria below it. 9.4 Task Management This category contains 14 criteria below it. 9.5 Resource Management This category contains 21 criteria below it. 9.6 Project Execution This category contains 14 criteria below it. 10 Product Technology 10.1 Architecture 10.1.1 Data Integration Technologies 10.1.1.1 Data Management Options 10.1.1.1.1 Memory Resident 10.1.1.1.2 Relational database design 10.1.1.1.3 Objective oriented 10.1.1.1.4 Normalized tables 10.1.1.1.5 SQL APIs for calls or data requests 10.1.1.1.6 Multi-RDBMS portability 10.1.1.1.7 Transaction tracking system 10.1.1.1.8 Replicates database master files, fields, and structures 10.1.1.1.9 Supports Disaster Recovery Institute procedures 10.1.1.2 Database Gateway Options This category contains 4 criteria below it. 10.1.1.3 Server/Host Relational DBMS Options This category contains 4 criteria below it. 10.1.1.4 Metadata Management This category contains 10 criteria below it. 10.1.1.5 Logical Repository ModelThis category contains 8 criteria below it. 10.1.1.6 Repository Metadata Tools This category contains 5 criteria below it. 10.1.1.7 Repository User Interface This category contains 8 criteria below it. 10.1.1.8 Non-operational Data Warehousing This category contains 6 criteria below it. 10.1.2 Messaging Protocols This category contains 15 criteria below it. 10.1.3 Device Interfaces This category contains 28 criteria below it. 10.1.4 Architectural Foundation This category contains 38 criteria below it. 10.1.5 Web Enablement This category contains 108 criteria below it. 10.1.6 Organizational Structure This category contains 7 criteria below it. 10.1.7 Application Security This category contains 7 criteria below it. 10.1.8 Multisite Management This category contains 17 criteria below it. 10.2 User Interface This category contains 25 criteria below it. 10.3 Platforms This category contains 27 criteria below it. 10.4 Application Tools This category contains 140 criteria below it. 10.5 Reporting This category contains 233 criteria below it. 10.5.9.6 UCC standard barcode readable labelingFUT NS Description Financial system modules for bookkeeping and ensuring accounts are paid or received on time. General ledger keeps centralized charts of accounts and corporate financial balances. It supports all aspects of the business accounting process. In this module, financial accounting transactions are posted, processed, summarized, and reported. It maintains a complete audit trail of transactions and enables individual business units to view their financial information, while parent companies can roll up all business subsidiaries and view the consolidated information. Lean manufacturing typically refers to paperless (or less paper) production and accounting. Instead of recording costs for every single order, the idea is to record these for certain determined cycles or schedules. Multiple calendars may be useful for different accounting scenarios. For example, different financial entities may need separate fiscal calendars--one set of books might require a quarterly calendar while another would require a different term. If a merger results in two financial entities that have different fiscal calendars, the accounting system will need to maintain both calendars and normalize the data (Q2 for Entity A is equal to Q3 for Entity B). This may also be useful for what-if scenarios. A financial reporting entity is a business unit which can legally make financial reports. The 4-4-5 calendar period uses a four week, four week, five week pattern. Likewise, the 5-4-4 calendar period uses a five week, four week, four week pattern; and analagously for the 4-5-4 pattern. The calendar can be organized in a limitless form, with up to 999 user periods, per calendar The ability to have any number of fiscal years or calendar periods open concurrently The ability to set a default currency by entity. For example, if a large company has one entity responsible for conducting business in the US and another entity for the UK, the default currency may be dollars for the US and British sterling for the UK.The ability to decide how to organize data when defining the organization of an enterprise's financial information account payable (A/P) The ability to define a specific period calendar and chart of accounts for each entity ledger By controlling when an account is open and closed, the posting of information in an account period can restricted. Allows for instant processing or batch processing general ledger (G/L) The ability to change the currency used in balance sheet accounts to another currency using a default rate. It is possible to override this default rate for particular accounts. Moreover, it is possible to set different default rates for different subledgers. A general ledger key typically is an identifier attached to accounts to put the accounts into groups. For example, there may be fifteen accounts in the chart of accounts related to payroll, and all fifteen accounts will be assigned the same key (perhaps "PAYROLL"). Thus the system can purge or set other rules to all chart of accounts with the same key. The ability to cumulatively incorporate results from the previous accounting period into the current accounting period, but only when the last document generated in the previous period was the financial statement. The ability to cumulatively incorporate results from the previous accounting period into the current accounting period, but only when the last document generated in the previous period was the financial statement.General ledgers are designed to present values for creating financial statements. The multiple level for a ledger key means the system will have a more complex and functional key structure--one that supports a hierarchy of keys. The ability to automatically, rather than manually, identify open receivables exceptions by using user-defined conditions (for example, very large amount invoices, exceeding credit line, etc.) ADP refers to automatic data processing. For future expenses that have not been received. Upon invoice receipt, differences are posted to a particular G/L account. This is different from a purge because the balance still exists but has been moved to another account. This allows for the automatic aging of account balances from a current file to a prior file and is required to maintain separate balances relating to customers acquired in the current year and in prior years The ability to process jobs that are in the midst of being edited or updated The ability to create a report subsection that indicates which pages of the report mention errors and warnings The ability to decide if a particular job should be updated more than once during a given time period The ability to look up entries in the ledger by company, by market, and by stock keeping unit (SKU) The ability to define variables within a tabular array of data so that jobs are performed and postings or reports are created accordingly This refers to enterprise resource planning (ERP) database tables, not, for example, report tables. The ability check data entry to make sure that only the correct records are updatedThe chart of accounts is a list of ledger account names and account numbers, creating consistency in terminology and eliminates redundant accounts. A chart of accounts structure should include fields for account and ledger descriptions, to prevent shadow accounts from being created. Data tree tools allow users to see the structure of the fields and summaries, to help with reporting requirements, foster change, etc. The accounting department is typically responsible for recording all transactions in the company in the journal (GL). All of the criteria that fall Journal Entry and Reporting relate to various ways to record journal transactions. For example payroll is an AP item. As paychecks are cut the AP items need to be reconciled with the cash outflow. A software feature might be the automatic reconciliation of payroll deductions when paychecks are issued (as opposed to having an accountant have to key the transactions by hand). A journal voucher (JV) is a document that authorizes payment for services performed, or for goods that are received or exchanged. As a means to record ledger transactions, JVs may have different approvals for different accounts. For example when someone submits an expense report that money is typically associated with an account on the chart of accounts in the G/L. The account may require a JV for posted entries. The JV may include copies of receipts and a sign off from a manager before the entry can be posted. Accounts payable schedules bill payments to suppliers and distributors, and keeps accurate information about owed money, due dates, and available discounts. It provides functionality and integration to other areas such as customer service, purchasing, inventory, and manufacturing control. The software should support the following functionality: AP company policies and procedures; suppliers/voucher master data; payment controls; invoice processing and aging analysis; payment processing; journal voucher processing; AP ledger posting; check processing; AP transactions and controls; and AP reporting.Fixed assets manages depreciation and other costs associated with tangible assets such as buildings, property and equipment. The software should support the following functionality: fixed assets records; asset transactions; asset depreciation; depreciation books; revaluation and interest calculation; and tax reporting. Cost accounting analyzes corporate costs related to overhead, products, and manufacturing orders. It provides a variety of costing approaches such as standard, FIFO, LIFO, average, target, and activity-based costing (ABC). The software should support the following functionality: cost data; cost allocation definitions; cost allocation process; cost management; cost and sales price calculation; activity based costing (ABC); and activity based cost tracing and tracking. Cash management involves the capability of the system to record cash charges or deposits, recording of cash payments and receipts, cash projection reporting, calculation of expected cash uses/sources, current cash availability, etc. It monitors and analyzes cash holdings, financial deals, and investment risks. Budgeting involves budgetary controls, budget accounting, budget development, and budget allocation. The software should provide sufficient tools to enable detailed budget development and analysis. Additional functionality should be available to integrate with project management software applications either natively or with external interfaces. Accounts receivable tracks payments due to a company from its customers. It contains tools to control and expedite the receipt of money from the entry of a sales order to posting payments received. The software should support the following functionality: AR company policies and procedures; customers/voucher master data; bill processing and aging analysis; credit management; cash/payment application, receipt processing; journal voucher processing; AR ledger posting; multicurrency accounting and conversions; AR transactions and controls; and AR reporting. Financial reporting enables robust analysis of company performance through delivered reports. These reports will allow individual business units to view their financial information, while parent companies can roll up all business subsidiaries and view the consolidated information. Additionally, solutions should provide user generated reporting tools that are easy to use and provide sufficient depth of and access to the financial data to permit comprehensive analysis. Project accounting uses financial practices to monitor the schedules and spending of projects.Human resources encompasses all the applications necessary for handling personnel-related tasks for corporate managers and individual employees. Modules include personnel management, benefit management, payroll management, employee self service, data warehousing, and health and safety. Benefits administers a diverse range of benefit plans such as health and medical, life and supplemental life insurance, accidental death and dismemberment (AD&D), disability plans, flexible benefits, 401(k) plans, profit sharing plans, stock plans, retirement plans, and leave plans including vacation and sick leave accruals. The software should support the following functionality: base benefits; employee benefit plan profile; benefits administration; and pension administration. System tracks which dependent/beneficiary is primary, secondary and other levels within a particular benefit record, by plan type. For example, a spouse may be designated as all of the following: sole beneficiary of a life insurance plan, one of several dependents in a medical plan, a 50 percent beneficiary of a savings plan, with a child named as the beneficiary of the remaining 50 percent. A large number of beneficiaries can be defined per plan, per employee for certain types of tax deferred investment plans Payroll handles accounting and preparation of checks related to employee salaries, wages, and bonuses. The software should support the following functionality: employee payroll profile; earnings and deductions; eligibility controls; user balances; tax deductions and calculation; payroll calculation; payroll and payment processing; check processing and printing; labor distribution and accounting; payroll and regulatory reporting; IRS documentation; security and audit; and automated timesheets.Personnel management automates personnel processes including recruitment, personnel profile, organizational structure, career development & training, reward management, job position and wage profiles, and business travel and vacation allotments. The software should support the following functionality: recruitment management; personnel information and tracking; organizational structuring; job position and salary profile; career development, training and performance management; compensation management; budgeting and cost control; government compliance reporting; expenses management; union information; discipline actions and grievances tracking; and employment history/personnel reporting. Health and safety provides the tools to administer compliance with the health and safety regulations, accident and injury reporting, and tracking of lost time by employee. Data warehousing simply defined, is a place for data, whereas data warehousing describes the process of defining, populating, and using a data warehouse. Creating, populating, and querying a data warehouse typically carries an extremely high price tag, but the return on investment can be substantial. Kanban is a method of Just-in-Time production that uses standard containers or lot sizes with a single card attached to each. It is a pull system in which work centers signal with a card or other device that they wish to withdraw parts from feeding operations or suppliers. The Japanese word kanban, loosely translated, means card, billboard, or sign, but other signaling devices such as colored golf balls have also been used. The term is often used synonymously for the specific scheduling system developed and used by the Toyota Corporation in Japan. Point-of-use storage/floor stock—keeping inventory in specified locations on a plant floor near the operation where it is to be used. Examples: 1. Master Project, 2. Project, 3. Master Work Order, 4. Work Order, 5. Sub-work order, 6. Activity, 7. Task, 8. Step Example: To plan or record work that will take less than thirty minutes, thereby avoiding the issuance of a separate work order. Can be an open work order number showing different tasks, cost centers, or assets charged to it. Example: Link cost center to user responsibility center code, location code, or to equipment code Example: if it is a certain piece of equipment or priority level or some combinationExample: Add lubrication points and notes on a CAD drawing for a given part or component From within the work order screen Manufacturing management encompasses a group of applications for planning production, taking orders, and delivering products to the customer. .An examples of property calculations include nutritional listings for food. ..bill of material (BOM)The ability to automatically change resource or item quantities so that they are in proportion to the size of the batch being produced. unit of measure (UOM) Handling requirements may include notes on minimum or maximum temperatures, which side is up, fragile, etc.Circular bills contain the same item in different levels of a bill of material (BOM). Production planning performs capacity planning and creates a daily/weekly/monthly production schedule for a company’s manufacturing plants. It involves forecasting, production scheduling, and material planning. Field service and repairs administers installed-base service agreements and checks contracts and warranties when customers call for help. Solutions for inventory management are used for the record-keeping of goods that are warehoused, and managing the movement of these goods to, from, and through warehouses.Any individual item descriptions are pushed to be viewed on the screen. The term "harmonized" refers to standardized codes set by a higher authority (e.g., government or national/international organizations). Thus, the system should be capable of using such standard codes, particularly for interactions with third parties. Up selling refers to selling upgrades, add-ons, or enhancements to a specific product or service. The ability to encode data on bar codes on individual parts as they are received, so that their subsequent warehousing and other activities may be monitored in a real time manner using the bar code information. The ability to change some materials' designation from being "manufactured" in-house to being "purchased" outside, while keeping the engineering change number (ECN) in the loop.Sales Management encompasses a group of applications that automates the data entry process of customer orders and keeps track of the status of orders. It involves order entry, order tracing and status reporting, pricing, invoicing, etc. It also provides a basic functionality for lead tracking, customer information, quote processing, pricing & rebates, etc.A backorder is an unfilled customer order or commitment. A backorder is an immediate (or past due) demand against an item whose inventory is insufficient to satisfy the demand.Automated available-to-promise (ATP) is achieved by giving order takers access to inventory and capacity information, and in some cases even vendor information, so that they are able to commit to reliable delivery dates while the customer is still on the phone. Pricing and discounting modules help automate the data entry process of customer orders and track the status of orders. It involves order entry, order tracing and status reporting, pricing, and invoicing. It also provides basic functionality for lead tracking, customer information, quote processing, and pricing and rebates. Ranges from simple, off-the-shelf contact management solutions to high-end interactive selling suites that combine sales, marketing, and executive information tools. These include product configuration, quote and proposal management, and marketing encyclopedias. Some systems extend functions to include complex pricing, promotions, commission plans, team selling, and campaign management. Enterprise-level solutions installed at large companies with hundreds or even thousands of users have capabilities for call centers/help desks, field service, forecasting, and analysis. Purchasing management encompasses a group of applications that controls purchasing of raw materials needed to build products and that manages inventory stocks. It also involves creating purchase orders/contracts, supplier tracking, goods receipt and payment, and regulatory compliance analysis and reporting.PO = purchase order Quality management encompasses applications for operational techniques and activities used to fulfill requirements for quality control, inspection plan creation, and management, defective item control and processing and inspection procedure collection planning.The system can group quality requirements, such as different tolerances, by a collection plan. Collection plans may be the way one collects samples from the batch--for statistical process control (for example, random, every two hours, at the end of the shift, etc.) Project management monitors costs and work schedules on a projectbbyproject basis. It usually includes the following sub-modules: project control, project analyzer, project budgeting, project timekeeping, project billings, contract management, and a workflow communicator.The ability to automatically trace the demand for an item back through several levels to the end item A work breakdown structure (WBS) is used in project management to map out activities. A WBS element would be an activity within a project. .This category defines the technical architecture of the product, and the technological environment in which the product can successfully run. Criteria include product and application architecture, software usability and administration, platform and database support, application standards support, communications and protocol support and integration capabilities. Relative to the other evaluation criteria, best practice selections place a lower relative importance, on the product technology category. However, this apparently lower importance is deceptive, because the product technology category usually houses the majority of the selecting organization's mandatory criteria, which usually include server, client, protocol, and database support, application scalability and other architectural capabilities. The definition of mandatory criteria within this set often allows the client to quickly narrow the long list of potential vendors to a short list of applicable solutions that pass muster relative to the most basic mandatory selection criteria. During the process of product selection a great deal of attention is given to the functional capabilities of the software Relational database management systems (RDBMS) are a type of database management systems (DBMS) that store data in the form of related tables. The ability to make copies of master files, fields, and structures Gateways are interfaces that convert protocols in order to connect different networks.Basic types of support for reporting functionality.FactorID MasterMo delID 318137 195121 318138 195122 318139 195123 318140 195124 318141 195125 318142 195126 318143 195127 318144 195128 318145 195129 318146 195130 318147 195131 318148 195132 318149 195133 318150 195134 318151 195135318152 195136 318153 195137 318154 195138 318155 195139 318156 195140 318157 195141 318158 195142 318159 195143 318160 195144 318161 195145 318162 195146 318163 195147 318164 195148 318165 195149 318166 195150318167 195151 318168 195152 318169 195153 318170 195154 318171 195155 318172 195156 318173 195157 318174 195158 318175 195159 318176 195160 318177 195161 318178 195162 318179 195163 318180 195164 318181 195165 318182 195166 318183 195167318184 195168 318233 195217 318248 195232 318264 195248 318309 195293 318351 195335 318359 195343 318384 195368 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