Process ERP Software Selection RFP Template

Technology Evaluation Centers Inc. Request for Information/Proposal Requirements Research Instructions Rating Legend Format ● The top of the RFI tab contains six response columns. ● TEC analysts developed the RFI based on past experience and research into the widest and deepest range of possible requirements. 3RD Response Explanation SUP Supported as delivered "out-of-the-box" MOD Supported via modifications (screen configurations, reports, GUI tailoring, etc) Supported via a third party solution Supported via customization (changes to source code) Will be supported in a future release Not supported 0 to 10, where 10 is most important Priorities Must Have = 10 Very Important = 8 Important = 6 Nice to Have = 4 Not Important = 2 No Need = 0 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. CST FUT NS Priority Mandatory Yes, only for "must-have" factors RFI Example Vendor Responses ● Complete the RFI worksheet by placing an X in the appropriate column for each criterion. ● The Xs must represent the current state of a product or service. 1 1.1 1.1.1 1.1.1.1 1.1.1.2 1.1.1.3 1.1.1.4 1.1.1.5 1.1.1.6 Hierarchy Module 1 Category of Module 1 Subcategory of Category 1 Criterion 1 Criterion 2 Criterion 3 Criterion 4 Criterion 5 Criterion 6 Criterion © Technology Evaluation Centers Inc. 2007. This document may only be used for internal purposes. Reproduction and 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. Don't forget to indicate your priorities and mandatory requirements for modules, categories, subcategories, and criteria. RFI Example Priority (0-10) 8 4 10 1 6 4 10 8 8 Mandatory (Y/N) N N N N Y N N N Y X X X X X X SUP MOD 3RD CST FUT NS l purposes. Reproduction and redistribution are strictly prohibited. Technology Evaluation Centers Inc. Enterprise Resource Planning for Process Manufacturing Industries Criteria Worksheet Hierarchy Criterion Priority Mandatory SUP MOD 3RD CST (0-10) (Y/N) 1 1.1 Financials General Ledger 1.1.1 1.1.1.1 Parameters and Structuring Lean manufacturing accounting practices and methods (i.e., manufacturing overheads based on cycle time including labor) Fiscal calendar is defined by the user Calendar periods are defined by the user Calendar can be defined as uneven periods, adjustment periods, or into a maximum of 366 periods Multiple calendars 1.1.1.2 1.1.1.3 1.1.1.4 1.1.1.5 1.1.1.6 1.1.1.7 1.1.1.8 Multi-entity financial reporting Fiscal monthly period options for twelve or thirteen months Fiscal quarterly periods can be defined as 4-4-5, 5-4-4, or 4-5-4 Organization of the calendar period defined by the user Calendar may be organized in a variety of ways with up to 999 user periods Open any number of fiscal years or calendar periods at the same time Companies with different regional presences may set a default currency for the financial division of each region 1.1.1.9 1.1.1.10 1.1.1.11 1.1.1.12 1.1.1.13 1.1.1.14 1.1.1.15 1.1.1.16 1.1.1.17 1.1.1.18 1.1.1.19 The reporting entity may determine organization of the financial information Distinguish A/P transactions (of the same type) from different entities Each entity's ledger can have its own calendar and chart of accounts Each entity's ledger can have its own accounting periods opened and closed User may choose between data collection and real time posting modes Tracks items in the G/L and sub-ledger by quantity and value (in whichever currency is used) Maintain unit and dollar amount postings in GL and subledgers 1.1.1.20 1.1.1.21 1.1.1.22 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 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 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 Automatic check to ensure that prior to deleting a financial record, the account balance must have been "closed out" i.e. nets to zero 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-byaccount basis - do not want to set up a rate for every balance sheet account - the override rates will differ ledger to ledger 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 Prevent roll from one accounting period to the next unless the last job run is the financial statements 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 who 1.1.1.23 1.1.1.24 1.1.1.25 1.1.1.26 1.1.1.27 1.1.1.28 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 Provision for use of standards that can be automatically propagated throughout the system to the various ledgers Integration with ADP electronic transmission of payroll data 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 Automatic year-end rolling of balances in sub-ledgers and general ledger control accounts. 1.1.1.31 1.1.1.32 1.1.1.33 1.1.1.34 1.1.1.35 1.1.1.36 1.1.1.37 1.1.1.38 1.1.1.39 1.1.1.40 1.1.1.41 Automatic linking and posting of control accounts from related sub-ledger accounts Process jobs in edit and update mode Jobs required to include error and warning messages on reports Reports to include a control report that lists pages on which errors and warnings have occurred User-defined controls to allow specific jobs to update multiple times in a period View postings at the company, market, and title/SKU level Table master functionality--set parameters in a table, have jobs read the table and create postings or reports accordingly User-defined field names for tables Method for verifying keying to ensure only appropriate records updated Archiving of transaction history as well as purge from active files 1.1.1.42 1.1.1.43 1.1.1.44 1.1.2 Chart of Accounts Structure 1.1.3 1.1.4 1.1.5 This category contains 48 criteria below it. Ledger Development and Management This category contains 14 criteria below it. Enterprise Reporting Structure This category contains 15 criteria below it. Journal Entry and Reporting 1.1.6 This category contains 44 criteria below it. Journal Vouchers 1.1.7 1.1.8 1.1.9 1.1.10 1.1.11 1.2 This category contains 41 criteria below it. Controls for Ledgers This category contains 7 criteria below it. Multicurrency Capabilities This category contains 24 criteria below it. Online Inquiry Reporting This category contains 9 criteria below it. Report Writing Capabilities This category contains 65 criteria below it. Variable Analysis This category contains 3 criteria below it. Accounts Payable (A/P) This category contains 245 criteria below it. 1.3 Fixed Assets 1.4 This category contains 94 criteria below it. Cost Accounting 1.5 This category contains 53 criteria below it. Cash Management 1.6 This category contains 16 criteria below it. Budgeting 1.7 This category contains 70 criteria below it. Accounts Receivable 1.8 This category contains 111 criteria below it. Financial Reporting 2 This category contains 37 criteria below it. Human Resources 2.1 Personnel Management 2.1.1 2.1.1.1 2.1.1.2 2.1.1.3 2.1.1.4 2.1.1.5 2.1.1.6 2.1.1.7 2.1.1.8 2.1.1.9 2.1.1.10 Recruitment Management Hiring personnel may access parameters for requisitions Searches for eligible applicants and employees based on job requirements, online Lists the postings, position, disposition, disposition date, and applicable codes of a position Tracks applicants using personal data, skill set, academic qualifications, training, and test results Workflow for forwarding resumes/CVs Schedules interviews Tracks interview results Customizes recruitment letters by merging files with a word processing template Offers and new hires processing Summarizes status and provides other information on applicant, and applicant requisition and recruitment costs Information about applicants' progression 2.1.1.11 2.1.1.12 2.1.1.13 2.1.1.14 2.1.1.15 2.1.1.16 2.1.2 2.1.3 2.1.4 2.1.5 Compares data on recruiting tasks to show their effectiveness Sourcing engine integration with career development, matching competencies of internal candidates Internet recruiting and tracking of skills inventory Resume scanning capabilities. Import resumes from the Internet or e-mail Profile of Personnel This category contains 9 criteria below it. Organizational Structures This category contains 14 criteria below it. Job Position and Wage Profiles This category contains 21 criteria below it. Career Development and Training 2.1.6 2.1.7 2.1.8 2.1.9 2.1.10 2.2 This category contains 18 criteria below it. Management of Rewards This category contains 7 criteria below it. Budgeting and Cost Control This category contains 4 criteria below it. Government and Compliance Reporting This category contains 7 criteria below it. Employment History and Personnel Reporting This category contains 8 criteria below it. Track Discipline Actions This category contains 2 criteria below it. Benefits 2.3 This category contains 27 criteria below it. Payroll 2.4 This category contains 76 criteria below it. Employee Self-Service 2.5 This category contains 22 criteria below it. Data Warehousing 2.6 This category contains 13 criteria below it. Health and Safety This category contains 11 criteria below it. Workforce Management This category contains 165 criteria below it. Training This category contains 28 criteria below it. Process Manufacturing Management 2.7 2.8 3 3.1 3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 3.1.6 3.1.7 3.1.8 Formulas/Recipes Alternative batch assignment Calculates ingredient quantities for simulations Set total costs is used as a criteria to change ingredients Measures ingredients using percentages and totals Calculates or recalculates the total weight or volume or ingredients Uses what-if scenarios to determine if a work order or PO can be fulfilled Specifies the percentage or number of items used in the manufacture or assembly of an item(s) Formulas can be extracted from routings to generate production models or from production models to create routings Production model or routing can be copied to create formulas Stores formulas created and used in manufacturing processes, automatically Property calculations Formulas and critical paths are used in cumulative leadtime calculations Ingredient and product process quality characteristics, expected results, tolerances, and testing procedures are definable Fixed and scaleable ingredients Validates formula and production model and routing Workbench tools can create formulas Reports formulas by component and item number Stores laboratory, costing, production, planning, customer, historical, packaging, and other formulas Manages and maintains regulations governing formulas including organization, date range, quantities, formula type, reference, and customer Defines formulas, recipes, and percentage of ingredients for variable formulas and process routings for different batch sizes 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 Processes disposable or reclaimable by-products Product structures and production models list hazardous materials Each formulation can list an unlimited number of coproducts, by-products, ingredients, and instructions Lists more than one substitutions for each process step Instructions by ingredient or item 3.1.9 3.1.10 3.1.11 3.1.12 3.1.13 3.1.14 3.1.15 3.1.16 3.1.17 3.1.18 3.1.19 3.1.20 3.1.21 3.1.22 3.1.23 3.1.24 3.1.25 3.1.26 3.1.27 3.1.28 3.1.29 3.1.30 3.1.31 3.1.32 3.1.33 3.1.34 3.1.35 3.1.36 3.1.37 3.1.38 3.1.39 3.1.40 3.1.41 3.1.42 3.1.43 3.1.44 3.1.45 3.1.46 3.1.47 3.1.48 3.1.49 3.1.50 3.1.51 3.1.52 3.1.53 3.1.54 3.1.55 3.1.56 Least cost batch analysis Alters corporate formulas to create local ones Enables local formulas to automatically be modified from the corporate formulas Identifies the discrete compounds in formulas, so all formulas sharing the same discrete compounds interface into the same module BOM includes tolerances and limits Expiration dates of perishable ingredients Industry-specific, predefined formula attributes and calculations are recorded Calculates the standard run time to produce a batch Determines whether raw materials are available when creating a batch recipe Least cost and maximum profit analysis used when creating recipes Stores and maintains recipes based on specifications and grade analyses Calculates resources and item quantities so they are proportional to the batch being produced Batch simulations include inquiries, and checks or generates reports on ingredients Single and multilevel formulas include ingredient requirements and processes Displays information on co-products, by-products, intermediate, and final products on one screen Standard and theoretical yields for products Standard variations for a specified product Automatically adjusts batch recipes based on testing results Uses potency as a UOM Formula attributes and calculations can be defined by authorized users Ingredient proportions are used to create changes ingredient lists or batch bills Standard batch sizes can be changed and their corresponding formulas can be revised Defines the maximum and minimum amount of scrap that can be returned in a process Product grade and attributes Expected shelf life Calculates factors that impact shelf life Calculates shelf life expiration dates using itemdependent variables Specifies handling requirements Balance on hand resources and non-stockable resources Measures and records the combined potency and concentration of products 3.1.57 3.1.58 3.1.59 3.1.60 3.1.61 3.1.62 3.1.63 3.1.64 3.1.65 3.1.66 3.1.67 3.2 3.3 3.4 3.5 3.6 3.7 Calculates lot potency and percent concentration Classification of finished goods, such as marketing class, product line, and category Inventory reporting as aged by class Keeps information on generic resources Classifies inventory as on-hand, consigned, on order, costed, work-in-progress, lot controlled, and available-forplanning Attributes identify whether lot control information is required at each resource level and inventory class User can define a hierarchy of resource attributes and characteristics for each lot User can define a hierarchy of operational and financial resources Calculates factors impacting component yield Multiple inventory codes can be entered in a BOM to create circular bills, by suspending the BOMs loopdetection capability Inverted bills (disassembly BOM) Process Model (Formulas + Routings) This category contains 22 criteria below it. Process Batch Control and Reporting This category contains 25 criteria below it. Conformance Reporting This category contains 23 criteria below it. Process Manufacturing Costing This category contains 9 criteria below it. Material Management This category contains 46 criteria below it. Product Costing This category contains 107 criteria below it. Shop Floor Control 3.8 3.9 This category contains 391 criteria below it. Production Planning 4 4.1 4.1.1 This category contains 291 criteria below it. Inventory Management Inventory Management--Online Requirements Maintain item number history of usage, both planned and unplanned, and purged upon a specific date criteria 4.1.2 4.1.3 4.1.4 4.1.5 4.1.6 4.1.7 4.1.8 4.1.9 4.1.10 4.1.11 4.1.12 4.1.13 4.1.14 4.1.15 Provide inquiry and reporting capability for inventory transactions by item number, location, and transaction type. Provide reporting capability by item number (all transactions since last cycle count) Provide inquiry and reporting capability for inventory transaction summary by from and to dates Provide inquiry and reporting capability for inventory status by item number and serial number Provide inquiry and reporting capability for slow moving and obsolete inventory Provide inquiry and reporting capability for negative balance inventory and flagging upon this condition occurring Provide inquiry and reporting capability for shortages and backorders Provide capability to track items by lot or serial number Management of leasing and rotable spares Visibility and management of remote site or distributed inventories and rotable spares Identify type of transaction Identify the source of demand Part text files with forced viewing on screen System must be capable of managing harmonized part number information and integrating or maintaining harmonized information with third party (e.g.. freight forwarder) Multi-currency capability Vendor cross reference (infinite number of vendor pt. numbers) with wild-card search capability Internal cross-reference to vendor part numbers Ability to maintain files "up selling" parts based on certain other parts purchased. Ten year look at usage history by year and source of demand Inventory fields that accept part numbers and product configuration codes. Product configuration codes would allow logic behind randomly generated part numbers. On-line request for requisition generation and approval. 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 4.1.16 4.1.17 4.1.18 4.1.19 4.1.20 4.1.21 4.1.22 4.1.23 4.1.24 4.1.25 Pricing (selling prices) must have ability to price given various conditions (i.e. export pricing multipliers, subsidiary pricing multipliers, domestic pricing multipliers). Selling prices may be controlled based on different commodity tables (for example, hydraulics carry different multipliers than "make parts" or other commercial parts). Bar coding of individual parts as received prior to warehousing, real time scanning, and inventory updates at picking, and real time scanning at shipping. Ability to label and track country of origin on parts and in operating system. Automated pick system sorted by grid location. Ability to structure material to a buy item, supporting ECN control capabilities Processing Requirements This category contains 28 criteria below it. Data Requirements This category contains 12 criteria below it. Reporting and Interfacing Requirements (Inventory Management) This category contains 9 criteria below it. Locations and Lot Control This category contains 20 criteria below it. Forecasting This category contains 51 criteria below it. Reservations and Allocations This category contains 26 criteria below it. Adjusting Inventory This category contains 8 criteria below it. Purchasing Management 4.1.26 4.1.27 4.1.28 4.1.29 4.2 4.3 4.4 4.5 4.6 4.7 4.8 5 5.1 5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 Profile of Suppliers Fields for supplier data such as shipping methods, item references, and conditions Suppliers may have more than one address Store e-mail addresses, web sites, and fax numbers in vendor profiles Associate items with vendors' descriptions Code different vendor production lead times, taking into account both supplier lead time and transport time Bill-to-entity information including currency, bank, account number, and mode of payment 5.1.6 5.1.7 5.1.8 5.1.9 5.1.10 5.1.11 5.1.12 5.2 5.3 5.4 5.5 5.6 5.7 5.8 5.9 5.10 5.11 5.12 6 Data related to bank, accounts, payment methods, currency, etc., are included in the payment profile Vendor shipment process with terms and acceptance requirements for reception A primary vendor can be set as the default for each class Vendor group for miscellaneous purposes Identifier for approved vendors Commentary about suppliers Rating of Suppliers This category contains 13 criteria below it. Requisitions and Quotations This category contains 13 criteria below it. Purchase Orders (POs) This category contains 62 criteria below it. Pricing This category contains 13 criteria below it. Vendor Contracts and Agreements This category contains 16 criteria below it. Management of POs This category contains 25 criteria below it. Procurement Reporting and Online Reporting This category contains 24 criteria below it. Repeat Procurement This category contains 19 criteria below it. Receipts for Procurement This category contains 30 criteria below it. On-line Requirements This category contains 13 criteria below it. Reporting and Interfacing Requirements for Purchasing Management This category contains 18 criteria below it. Quality Management 6.1 6.2 6.3 6.4 6.5 6.6 6.7 Defective or excess material return processing must update on-hand Damaged material--corrective action and failure analysis available to vendor on-line Flags need to perform inspection of a specific item or a supplier's items Receives items and records as “inventory on hold” when quality inspection is pending Identifies items awaiting or in process of inspection through an online query Validates inspection disposition using criteria that specify inspection process Tracks material inspection dispositions 6.8 6.9 6.10 6.11 6.12 6.13 6.14 6.15 6.16 6.17 6.18 6.19 6.20 6.21 6.22 6.23 6.24 6.25 6.26 6.27 6.28 Tracks and reports on non-dispositioned rejects Tracks quantity rejected at inspection Assigns codes to reject descriptions Tracks unresolved rejections Processes material receipts which have failed inspection Corrective actions can be initiated, and processed, and tracked Tracks items for which there is no disposition, or which are rejected pending vendor approval Tracks items awaiting rework order Tracks items for which use is conditional on QA statement of acceptable variance Tracks items awaiting return shipment to vendor Provides aggregate supplier quality data Transactions related to material returns to vendors can be performed online Tracks customer-rejected items awaiting disposition from original supplier Automatically updates schedule information for items returned to suppliers Lists authorized alternatives for substitution-approved items Lists authorized vendors for each item Prints document identifying point of return and justification Prints debit memo as part of return-to-supplier process Recalculates average item cost Quality data on-line Requirements grouping using collection plans 6.29 7 Quality document linkage with product master within PDM Sales Management 7.1 7.1.1 7.1.2 7.1.3 7.1.4 7.1.5 On-line Requirements (Sales Management) Accommodate an order type for a new order or quote Accommodate a status field indicating either a quote or a customer order for a new order or quote Create an order from a quote with a reference back to the quote, for a new order or quote Create an order from only selected lines of the quote Decrease the amount quoted 7.1.6 7.1.7 7.1.8 7.1.9 7.1.10 7.1.11 7.1.12 7.1.13 7.1.14 7.1.15 7.1.16 7.1.17 7.1.18 7.1.19 Allow for customer account and sales order status online by customer name or number or by sales order number Process and print a special message or memo (at least 300 characters) on the following: 1) Invoice 2) Sales order or quote 3) Bill of lading Validate order dates/MRP dates Accommodate, primarily for the sales order, a customer requested ship date, a due date, and a company expected ship date Process change orders easily, "pegging" these change orders to the original sales order Change prices easily, including limiting price override capability so that only the sales manager can use it beyond a certain percent of list price Automatically change all the prices by a certain percent or dollar amount Override capability to the automatic pricing Accommodate multiple ship-to addresses for each bill-to address Link each sales order to the appropriate shipping facility (i.e. production facility, etc.) Allow sorting and printing each of the booking, billing, backlog, and backorder reports by sales order number Allow sorting and printing each of the booking, billing, backlog, and backorder reports by customer name Allow sorting and printing each of the booking, billing, backlog, and backorder reports by customer code Allow sorting and printing each of the booking, billing, backlog, and backorder reports by product category Allow sorting and printing each of the booking, billing, backlog, and backorder reports by part number Allow sorting and printing each of the booking, billing, backlog, and backorder reports by representative/sales person Allow sorting and printing each of the booking, billing, backlog, and backorder reports by region Allow sorting and printing each of the booking, billing, backlog, and backorder reports by company Allow sorting and printing each of the booking, billing, backlog, and backorder reports by distribution center Provide on-line order history file displaying past orders for the customer Provide on-line invoice history file displaying past customer invoices Allow for on-line production status inquiry by customer purchase order number and customer code 7.1.20 7.1.21 7.1.22 7.1.23 7.1.24 7.1.25 7.1.26 7.1.27 7.1.28 7.1.29 7.1.30 7.1.31 7.1.32 7.1.33 7.1.34 7.1.35 7.1.36 7.1.37 7.1.38 7.1.39 7.1.40 7.1.41 Allow for customer master file inquiry that displays the billing address for a customer Allow for customer master file inquiry that displays the shipping address (multiple) for a customer Allow for customer master file inquiry that displays the credit standing for a customer Allow for customer master file inquiry that displays the billing and shipping terms for a customer Allow for customer master file inquiry that displays the special instructions for a customer Support a competitive information system whereby competitive quotes are entered from the field and reported centrally Provide a management summary report showing on-time shipments Calculate split commissions automatically Apply sales tax automatically Create a backorder for under shipped or unshipped lines Provide the ability to allocate inventory to customers based on a customer priority code in the customer master record Quotes and sales orders are viewable by salespersons (direct or agent) that are involved (commission structure) Reporting and Interfacing Requirements (Sales Management) This category contains 49 criteria below it. Available-to-Promise (ATP) 7.1.42 7.2 7.3 7.4 This category contains 10 criteria below it. Pricing and Discounting 7.5 This category contains 76 criteria below it. Customer Service and Returned Goods Handling This category contains 29 criteria below it. 7.6 Customer Relationship Management (CRM) and ECommerce Requirements 8 This category contains 23 criteria below it. Product Technology 8.1 8.1.1 8.1.1.1 8.1.1.1.1 8.1.1.1.2 8.1.1.1.3 8.1.1.1.4 8.1.1.1.5 8.1.1.1.6 8.1.1.1.7 8.1.1.2 Architecture Data Integration Technologies Data Management Options Relational database design Normalized tables SQL APIs for calls or data requests Multi-RDBMS portability Transaction tracking system Replicates database master files, fields, and structures Supports Disaster Recovery Institute procedures Database Gateway Options This category contains 8 criteria below it. Server/Host Relational DBMS Options This category contains 8 criteria below it. Metadata Management This category contains 9 criteria below it. Logical Repository Model This category contains 8 criteria below it. Repository Metadata Tools This category contains 5 criteria below it. 8.1.1.3 8.1.1.4 8.1.1.5 8.1.1.6 8.1.1.7 8.1.1.8 8.1.1.9 8.1.2 8.1.3 8.1.4 8.1.5 8.1.6 8.1.7 8.1.8 8.2 8.3 8.4 8.5 8.6 8.6.4 Repository User Interface This category contains 8 criteria below it. Business Modeling/Repository Tool This category contains 17 criteria below it. Non-operational Data Warehousing This category contains 6 criteria below it. Messaging Protocols This category contains 15 criteria below it. Device Interfaces This category contains 27 criteria below it. Architectural Foundation This category contains 15 criteria below it. Web Enablement This category contains 108 criteria below it. Organizational Structure This category contains 7 criteria below it. Application Security This category contains 7 criteria below it. Multisite Management This category contains 17 criteria below it. User Interface This category contains 8 criteria below it. Platforms This category contains 36 criteria below it. Application Tools This category contains 23 criteria below it. Workflow and Document Management This category contains 6 criteria below it. Reporting This category contains 3 criteria below it. Active or inactive status heet FUT 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 updated The 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. 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. 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. Requisition parameters are used for information on recruiting issues and department personnel needs A typical feature in employment management systems, resume routing is the ability to divert resumes to the appropriate department or hiring manager. New hires are personnel that have been recently acquired by the company. Applicant flow statistics are derived from applicant data, and include information on education, job history, etc. These numbers can be used for effective marketing to further strengthen recruitment, create non-discriminatory policy, create applicant flow reports etc. 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. 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. Employee self-service lets workers access their personal information and benefit allocations on-line to manage life events and benefit selections without having to send forms to human resources. The software should also support benefit enrollment programs and new hire initiation. 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. 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. 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). Product costing analyzes product costs related to overhead, labor, material, and manufacturing costs. It provides a variety of costing approaches such as standard, actual, and average. Shop floor control provides control and tracking of the status of production orders in the plant. It involves production orders dispatching, capacity planning, resource allocation, production tracking and reporting, and waste/reject tracking. 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. 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. 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.) 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. 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 being evaluated. While this aspect is obviously important, ignoring the technical mechanisms by which the software actually operates can be fatal to a project. 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. The ability to categorize items based on whether their activity status is active or inactive FactorID MasterMo delID 106352 195121 106353 195122 106354 106355 195123 195124 106356 106357 106358 195125 195126 195127 106359 195128 106360 106361 106362 195129 195130 195131 106363 106364 106365 106366 195132 195133 195134 195135 106367 106368 106369 106370 106371 106372 106373 195136 195137 195138 195139 195140 195141 195142 106374 195143 106375 195144 106376 195145 106377 195146 106378 195147 106379 195148 106380 195149 106381 195150 106382 195151 106383 195152 106384 195153 106385 195154 106386 106387 195155 195156 106388 195157 106389 106390 106391 106392 106393 106394 106395 195158 195159 195160 195161 195162 195163 195164 106396 106397 106398 195165 195166 195167 106399 195168 106448 106463 106479 195217 195232 195248 106524 195293 106566 106574 106599 106609 106675 106679 195335 195343 195368 195378 195444 195448 106925 195694 107020 195789 107074 195843 107091 195860 107162 195931 107274 196043 107311 196138 107312 196139 107313 107314 107315 107316 107317 107318 107319 107320 107321 107322 107323 196140 196141 196142 196143 196144 196145 196146 196147 196148 196149 196150 107324 196151 107325 107326 107327 107328 107329 107330 107340 107356 107378 196152 196153 196154 196155 196156 196157 196167 196182 196204 107397 107405 107410 107419 107428 107431 196223 196231 196236 196244 196253 196256 107459 196284 107536 196361 107559 196384 107573 196398 607389 607555 107585 327684 385685 197492 107586 107587 107588 107589 107590 107591 107592 107593 107594 197493 197494 197495 197496 197497 197498 197499 197500 197501 107595 107596 107597 107598 107599 197502 197503 197504 197505 197506 107600 107601 107602 107603 107604 107605 197507 197508 197509 197510 197511 197512 107606 197513 107607 197514 107608 107609 107610 107611 107612 197515 197516 197517 197518 197519 107613 107614 107615 107616 197520 197521 197522 197523 107617 107618 107619 107620 107621 107622 107623 107624 107625 107626 107627 107628 107629 107630 107631 107632 107633 107634 107635 107636 107637 107638 107639 107640 107641 107642 197524 197525 197526 197527 197528 197529 197530 197531 197532 197533 197534 197535 197536 197537 197538 197539 197540 197541 197542 197543 197544 197545 197546 197547 197548 197549 107643 107644 107645 107646 107647 197550 197551 197552 197553 197554 107648 107649 107650 107651 107652 197555 197556 197557 197558 197559 107653 107654 107677 107703 107727 107737 107784 197560 197561 197584 197610 197634 197644 196411 107892 196524 108284 197045 108576 108577 108578 197691 197692 197693 108579 197694 108580 108581 108582 108583 108584 197695 197696 197697 197698 197699 108585 108586 108587 108588 108589 108590 108591 108592 197700 197701 197702 197703 197704 197705 197706 197707 108593 108594 108595 108596 108597 108598 197708 197709 197710 197711 197712 197713 108599 108600 197714 197715 108601 197716 108602 197717 108603 197718 108604 108605 108606 108607 108636 108649 197719 197720 197721 197722 197751 197764 108659 108680 108732 108759 108768 197774 197795 197848 197875 197884 108769 108770 108771 108772 108773 108774 197885 197886 197887 197888 197889 197890 108775 197891 108776 108777 108778 108779 108780 108781 108782 108796 108810 108873 108887 108904 108930 108955 108975 109006 109020 197892 197893 197894 197895 197896 197897 197898 197912 197926 197990 198004 198021 198047 198072 198092 195932 198138 109039 198157 109040 109041 109042 109043 109044 109045 109046 198158 198159 198160 198161 198162 198163 198164 109047 109048 109049 109050 109051 109052 109053 109054 109055 109056 109057 109058 109059 109060 109061 109062 109063 109064 109065 109066 109067 198165 198166 198167 198168 198169 198170 198171 198172 198173 198174 198175 198176 198177 198178 198179 198180 198181 198182 198183 198184 198185 109068 109069 198186 198187 109070 109071 109072 109073 109074 109075 198188 198189 198190 198191 198192 198193 109076 198194 109077 109078 109079 109080 109081 109082 198195 198196 198197 198198 198199 198200 109083 109084 198201 198202 109085 109086 109087 109088 109089 198203 198204 198205 198206 198207 109090 109091 109092 109093 109094 198208 198209 198210 198211 198212 109095 109096 109097 109098 109099 109100 198213 198214 198215 198216 198217 198218 109101 109102 109103 109104 109105 109106 198219 198220 198221 198222 198223 198224 109107 109108 109109 109110 109111 198225 198226 198227 198228 198229 109112 198230 109113 198231 109163 198281 109174 198292 109251 198370 109281 198400 109305 198424 109306 109307 109308 109309 109310 109311 109312 109313 109314 109315 109316 198425 198426 198427 198428 198429 198430 198431 198432 198433 198434 198435 109320 109324 109334 109343 198444 198453 198463 198472 109349 109358 109376 109383 109399 109427 109443 109552 109560 109568 109586 109595 109614 109638 109645 109649 198478 198487 198505 198512 198528 198556 198572 198681 198689 198697 198715 198724 198761 198785 198792 198796