mfg_demoscorecard by jizhen1947

VIEWS: 15 PAGES: 83

									                        Demo Weights & Reviewers




Product Names, Demo Weights & Rating Keys
          Abbr.      Product Feature Ratings
        Prod1           0 Feature does not exist or N/A
        Prod2           1 Major custom code or external system required
        Prod3           2 Minor custom code required
        Prod4           3 Needs workaround by report writer, end-user tools
        Prod5           4 Complete functionality
        Prod6


                     Demo Scoring Values
             10.0      0 N/A or function not demonstrated
              3.0      1 Poor
                       2 Fair
                       3 Good but not fully complete
                       4 Excellent or full functionality
                         Instructions for Vendors Responding to RFPs
The features listed on the following Features tab are requirements for our new accounting system. Please rate how
software meets each requirement, using the key below. For Yes/No items, a "4" indicates Yes and a "
See the key below for rating intermediate functionality. Do not add or delete any features (rows) in the spreadsheet, a
we would then be unable to accurately process your responses.

Please note that return of your responses indicate that you warrant that the ratings supplied accurately reflect the cur
capabilities of your software.

Feature Rating Key
 0 – feature does not exist or N/A
 1 – major custom code or external system required to meet the requirement
 2 – minor custom code required
 3 – workaround required, by report writer, end-user tools, or the like
 4 – complete functionality

A "Y" in the Demo column indicates that we expect to see this feature demonstrated in a live on

Note no. or Data/Descr. indicates that there are attached notes or additional information describing either the feature
data requirements for that feature.
 to RFPs
ccounting system. Please rate how your
 indicates Yes and a "0" indicates No.
features (rows) in the spreadsheet, as


gs supplied accurately reflect the current




ated in a live on-line session.

ormation describing either the feature or
                                                                       Demo Notes

Module/Application
 Group                                                                                                                      Produc
                                                                                        Note no. or
 Features                                                       Weight Demo?            Data/Descr.            Demo Notes
 Group/Feature Name

 Quote Processing
 System provides for multiple quote letter formats                      y
 Selected fields from estimate converted to quote format
 Estimate detail converted automatically to quote proposal              y
 print quote letters
 print follow up letters
 convert quote to order and prospect to customer                        y        show each step required
 enter reason for quote rejection
 print quotation analysis status repts
 Quote prices per costs/marg w/override
 Contract pricing with effectivity date
 Estimating
 estimate prepared using existing BOM & routing
 BOM can be modified to include parts w/o invent. no.                   y      can noninvent part be costed?
 estimate can be prepared for multiple quantities
 fixed and variable overhead differentiated in estimating
 estimated cost can be marked up for multiple OH costs
 what if profit margins can be used to determine final price
 quick estimate can be made w/o full BOM or routing detail              y
 Engineering interface to quoting
 engineering creates CAD part list converted to est. BOM                y      show with BOM modification
 engineering drawing number(s) linked to estimate number
 actual drawing(s) linked to est. file via OLE capability
 quote revisions and drawing bill linked together
 Quote searchable by
 customer number
 customer name
 quote number
 date
 item

 Call Center
 **provides call center management and reporting capabilities
 **provides call center management and reporting capabilities               Page 4
                                                                    Demo Notes

Module/Application
 Group                                                                                                      Produc
                                                                                 Note no. or
 Features                                                     Weight Demo?       Data/Descr.   Demo Notes
 Contact Manager
 Group/Feature Name
 ** provides electronic links for fax and e-mail follow-up
 **provides literature tracking for sales and marketing
 **provides sales lead management and personalized contact
 *provides analysis, data sorting, and reporting capabilities
 Customer Service
 **provides analysis, data sorting, and reporting capabilitie
 **provides serivce/problem codes for tracking and reporting
 **links customer service request to customer order, work ord
 Field Service Management
 **supports scheduling and prioritization of service calls
 **service vehicles w/standard inventory viewed as warehouse
 **interface to warranty information provided remotely
 **time and material billing detail entered remotely
 **problem resolution saved as accessible knowledge base
 Marketing Management
 **Categorizes leads,contacts, customers for marketing prog
 **Integrates trade show leads with overall system
 **Tracks marketing literature quantities and revisions
 Sales Management
 **Links account to internal sales/customer service personnel
 **Tracks items bought, frequency, date of last purchase
 **Groups like customers for analysis
 **Links all quote(s) with status and lost quote reason codes
 **Sales history interfaced for forecasting
 Overall Capability
 **Customization of screens, reports, and user defined fields
 **Is part of ERP database, not a separate database linked
 **Provides integration of data to hand-held devices
 **Multiple levels for security depending on user need
 **Secured data accessible from the Internet/ remote dial in
 Customer Orders/Sales Analysis

 Customer information includes
 phone number, contact, salesperson, type
 e-mail address                                                         Page 5
                                                               Demo Notes

Module/Application
 Group                                                                                                                                   Produc
                                                                            Note no. or
 Features                                               Weight Demo?        Data/Descr.   Demo Notes
 unlimited number of contacts
 Group/Feature Name
 region code
 discount code
 incl credit limit with override
 account balance
 user defined aging
 back order acceptance
 dollar value of future orders                                                            Must show copying from one company to another with the
 dollar value of open orders
 normal warehouse for this cust
 value of goods returned YTD
 last date a payment was made
 date last credit memo sent
 date last debit memo sent
 year to date and month to date sales
 Bad credit indicator for customer over cred limit
 Credit check at order entry time
 including this order
 operator override when over limit/terms
 order release requires password approval
 order automatically placed on hold
 cannot print pick ticket for orders on hold
 order cannot be shipped for held orders
 Allocates inventory if credit is held
 Auto dealloc. invtry for rej/canc order

 Custom Product Configuration
 **features and options
 Rules based
 ***Parametric
 Adds item to item master and retains BOM file
 ***Unlimited number of lines in product configurator
 Builds temporary end product
 Part number created by user
 Part number created auto - serial
 Part number created auto - smart                                  Page 6
                                                                     Demo Notes

Module/Application
 Group                                                                                                       Produc
                                                                                  Note no. or
 Features                                                     Weight Demo?        Data/Descr.   Demo Notes
 Price add-on or deletion
 Group/Feature Name by feature
 Config bill triggered in order entry
 Config bill triggered -mfg order entry
 Configuration control
 multiple feature items per product
 multiple option items per feature
 feature level dependencies
 option level dependencies
 feature level quantity min/max
 option level min/max
 select features/options during OE
 modify pricing during OE
 maintain library of configures for reuse
 **use configurator during quoting w/o creating invent item
 Price break table for
 order quantity by item
 dollars ordered by line item
 dollars year-to-date
 **total dollars this order
 Discounting capabilities
 cascading discount capability
 standard discount per customer
 standard discount per product
 standard disc. per customer/product
 pricing/discounting at order entry
 pricing/discounting at invoicing
 Pricing capabilities
 customer price lists per item
 customer discount per product group
 mass change pricing capability
 Price tables per product characterist.
 Effectivity date for pricing
 contract pricing available
 **promotional pricing available for fixed period of time
 Customer Order type
 blanket                                                                 Page 7
                                                                      Demo Notes

Module/Application
 Group                                                                                                        Produc
                                                                                   Note no. or
 Features                                                      Weight Demo?        Data/Descr.   Demo Notes
 blanket: specified shippg
 Group/Feature Name dates
 blanket: tracking of shipping history
 blanket; cred. check/aging future ord
 backorder - new order
 backorder - existing order
 contract
 drop ship/direct ship
 supports accepting customer orders through internet
 Customer Order/Inventory Interface
 showing avail. inventory per loc
 allows allocation of qty. by loc.
 Item substitution provided
 invtry allocated as blanket order released
 **separate picklist ticket for split order
 Shows origin of split interco transfers
 Split order traceability by order/cust.
 allows allocation and deallocation
 Status codes for customer orders
 planned
 on hold
 released to manufacturing
 manufacturing complete
 released for picking
 picked
 released for invoicing
 invoiced and/or closed
 history
 Promised delivery date
 complete order
 by item
 Ship via (carrier)
 whole order
 by item
 **automatically interfaces with common carrier sys like UPS
 Carrier Tracking number
 whole order                                                              Page 8
                                                 Demo Notes

Module/Application
 Group                                                                                   Produc
                                                              Note no. or
 Features                                 Weight Demo?        Data/Descr.   Demo Notes
 by item
 Group/Feature Name
 tracking of multi ships/order
 Item availability shows quantities
 committed
 in transit to/from/where
 back ordered
 due in the future
 availability
 Inventory depletion when
 pick list
 shipped
 invoiced
 work order issued
 work order complete (closed)
 Order Line Status
 no separate status by line item
 open
 partially shipped
 filled
 cancelled/stopped
 completed
 Order line information includes
 customer item or internal item
 quantity unit of measure
 pricing unit of measure
 one-time conversions for nonstand UOMs
 designate shipping whse
 designate due date
 designate prom ship date
 designate mfg order
 designate purch order
 auto entry of customer price
 auto entry of contract price
 price overrides on unit price
 flag/Warn msg if override price < cost
 entry of unlimited comments                         Page 9
                                                              Demo Notes

Module/Application
 Group                                                                                                Produc
                                                                           Note no. or
 Features                                              Weight Demo?        Data/Descr.   Demo Notes
 copy comments from
 Group/Feature Nameitem master
 comments on internal documents only
 comments on internal and external documents
 Integration of Open Order
 to acknowledgment
 to mfg order
 to bill of lading
 to shipping labels
 to pick list
 to invoice
 Post invoicing
 invoice automatic when shipped
 separate invoice release
 combin. of above based on order flags
 Sales kit processing
 single level BOM of kit components
 display components during order entry
 option to print components on pick ticket
 cost is sum of component items
 price is from kit parent
 sales analysis at either level
 Available to Promise Order Entry at component level
 quantity to ship based on compon. qty avail.

 Open order reports by
 customer
 warehouse
 salesman
 site/branch
 credit hold
 Compares prior year sales history to
 current month
 year to date
 Compare sales to sales budget/forecast
 Gross profit analysis with COGS at
 standard cost                                                   Page 10
                                                                    Demo Notes

Module/Application
 Group                                                                                                       Produc
                                                                                  Note no. or
  Features                                                    Weight Demo?        Data/Descr.   Demo Notes
  actual cost
 Group/Feature Name
  Reports on returns history by
  customer
  products
  reason
  Calculate and report sales commissions
  Based on accrual basis sales
  Based on cash collected
  Commission adjusted for returns and credits
  Commission split between maximum of 2 sales people
  Commission split between user specified no. of sales people
  System reports 1099 income or on W-2 as required
 Inventory Management

 Inventory Master
 consignment inventories
 obsolete item identifier
 Product line
 Commodity code
 Price codes
 Tax codes
 Inspection code
 ***inspection instructions
 Receiving tolerance
 Planner
 Buyer
 **Multiple vendors for this item number
 Three units measure- purch to/stock to/selling
 Substitution item number(s)
 Drawing number
 Revision level
 **Supports revision history
 Service level percentage
 ABC code
 cycle count days
 dimensions                                                             Page 11
                                                            Demo Notes

Module/Application
 Group                                                                                              Produc
                                                                         Note no. or
 Features                                            Weight Demo?        Data/Descr.   Demo Notes
 weight
 Group/Feature Name
 shelf life
 **on line linkage to MSDS sheets where applicable
 UPC code
 up to 4 decimals places for quantity
 5 or more user defined fields
 Inventory costing methods
 Standard cost
 Weighted average cost
 LIFO cost
 FIFO cost
 Specific identification
 Last cost
 Cost Method established at
 **Company wide level - std vs. actual
 **different companies have different methods
 **remote facilities can have different methods
 **remote warehouses can have different methods
 Cost fields per item
 This level
 All levels
 Future estimated
 Material
 Labor
 Variable Overhead
 Fixed Overhead
 Outside operations
 Optional cost fields
 Material overhead
 Machine Variable Overhead
 Machine Fixed Overhead
 General Ledger linkages set at
 system
 product line code
 item
 Cost changes                                                  Page 12
                                                                       Demo Notes

Module/Application
 Group                                                                                                         Produc
                                                                                    Note no. or
 Features                                                       Weight Demo?        Data/Descr.   Demo Notes
 cost changes - Name
 Group/Feature entire qty in whse
 cost changes - specific lot
 cost changes - specific FIFO layer

 On hand balances
 in stockroom
 in receiving & incoming inspection
 in shipping
 in kitting
 quantity in floor stock
 loaned/consignment
 detail by lot number
 **in multiple warehouses, identified separately
 Stock status
 on hand
 open customer orders
 open backorders
 open purchase order
 allocations - independent
 allocations - dependent
 **view includes min/max and/or reorder point
 **view presents time phased supply and demand details
 **available
 **independent demand/issue history viewed separately
 Safety stock policy
 fixed
 period's supply
 **trend statistical analysis
 Lot and batch control
 can define item as either lot controlled or batch controlled
 allow user defined expiration dates by item and by lot
 tracks lots and batches to specific inventory locations
 can enter lots and batches at sales order entry
 ** tracks user defined lot number and a vendor lot number
 can assign lots/batches to customers on FIFO basis
 Maintains transaction history by                                         Page 13
                                                  Demo Notes

Module/Application
 Group                                                                                    Produc
                                                               Note no. or
 Features                                  Weight Demo?        Data/Descr.   Demo Notes
 item number and location
 Group/Feature Name
 item number by lot number
 bin location
 receipts, issues and adjustments
 transfers between warehouses
 bin to bin transfers
 Inventory replenishment
 *MRP
 **reorder point
 **order - up to
 ** time-phased order point *TROP)
 Reorder policies
 MRP
 reorder point
 order - up - to
 time - phased order point (TROP)
 Calculates
 EOQ
 shrinkage factor from operation
 shrinkage factor from scrap factors

 Monitors actual v forecast results
 results
 with dependent demand inclusion
 Maintain forecasts X periods in advance
 Handles regular or irregular demand
 Calculates safety stock based on
 forecast error
 service level
 **lead time
 Forecast may be
 horizontal
 seasonal
 trend
 trend and seasonal
 Allows override of forecast                         Page 14
                                                        Demo Notes

Module/Application
 Group                                                                                          Produc
                                                                     Note no. or
 Features                                        Weight Demo?        Data/Descr.   Demo Notes
 Item forecast will aggregate control forecast
 Group/Feature Name
 Maintains past history
 moving average
 weighted moving average
 periods of actual
 Accommodates variable length periods

 Multisite inventory management
 can transfer inventory between whses
 transfer creates whse std cost variance
 allocation of inven by bin loc
 flags items below reord pt when alloc
 allows multi site processing

 Cycle Counting
 Last count date in item master
 Cycle count generation
 Cycle count blocks transaction post
 Cycle Count Reconciliation/Exceptions
 Annual Physical
 Physical count flag stops processing
 Auto assign tag number
 Count tags
 Manufacturing Resources Planning

 MRP Mode
 **full MRP regeneration
 regeneration allows concurrent processing
 net change
 transaction driven (on - line immed)
 simulation w/only simul files updated
 MPS not required for MRP to regen
 Bucketless storage all pegging detail
 Single-level pegging of requires/orders
 Report Sequences
 **location                                                Page 15
                                                      Demo Notes

Module/Application
 Group                                                                                        Produc
                                                                   Note no. or
 Features                                      Weight Demo?        Data/Descr.   Demo Notes
 planner
 Group/Feature Name
 item number
 **action message
 Reporting Capabilities
 all active
 those with action messages
 Multi-lev peg to MPS for make-to-order
 **multi-location plan fully integrated
 **excludes non nettable inventory locations
 Safety lead time/safety stock
 Multi-level MRP opt for Multi-level MPS
 Single Order policies
 as recommended
 EOQ
 fixed quantity
 Multiple order policies
 period order quantity
 least total cost
 partial period balancing
 non - MRP
 Order quantity modifiers
 minimum
 maximum
 multiples
 scrap modifier in exploding parent
 multi order quant modif for shrinkage
 Offset lead time may optionally
 contain safety lead time
 be fixed for the item
 variable offset lead time per run time
 offset lead time w/ordr action lead time
 optional single level pegging omission
 Time-phased order point
 supported for independent demand
 with dependent and independent demand
                                                         Page 16
                                                      Demo Notes

Module/Application
 Group                                                                                        Produc
                                                                   Note no. or
 Features                                      Weight Demo?        Data/Descr.   Demo Notes
 Pegging of
 Group/Feature Name
 customer requirements
 forecasts
 scheduled receipts
 Forecast can be from
 manual input
 statistically generated forecast
 planning bill (explosion)
 Forecst can be rolled fwd/realign w/rpt
 time fence removes forecast from mast sched
 forecast is consumed by orders
 planning bill validated w/actual orders
 Planning bills can reflect
 final assembly levels
 product group level
 master schedule level
 MRP Action messages
 expedite
 cancel
 defer with suggestions
 peg to MPS orders
 On line
 MPS run option parameters
 planning bill maintenance/update
 load profile maintenance/update
 Reports/Views
 master production schedule
 MPS detail (pegging)
 rough-cut capacity planning and detail
 shop calendar
 MPS option parameters
 planning bills
 product load profiles
 final assembly schedule detail
 planning bill tracking
 MPS valued at standard cost                             Page 17
                                                    Demo Notes

Module/Application
 Group                                                                                      Produc
                                                                 Note no. or
 Features                                    Weight Demo?        Data/Descr.   Demo Notes
 MPS performance
 Group/Feature Name

 Automatic MPS creation based on
 on hand
 forecast
 capacity
 Shows capacity v load for
 labor
 machine
 setup
 shows avail. hrs and/or % capac used
 shows cum. avail. and/or % capac used
 shows dept/plant capacity summaries
 Capacities are factored for
 labor util. and efficiency
 machine utilization and efficiency
 optional selection for horizon of CRP
 unrel. order due dating by release opts
 detailed load inquiry by wrk ctr/time per
 Planning horizon and logic used
 Unlimited planning period horizon
 Purges overdue capac. X weeks overdue
 wrk ctr capac. is variable by time per.
 Finite loading logic used
 Infinite loading logic used
 Flexible periods
 Time-phased MPS report showing
 forecast
 master schedule demand
 scheduled receipts
 previous master schedule
 available to promise
 var. length periods in planning horizon
 new master schedule
 Views
 on-line CRP run options                               Page 18
                                                 Demo Notes

Module/Application
 Group                                                                                   Produc
                                                              Note no. or
 Features                                 Weight Demo?        Data/Descr.   Demo Notes
 capacity and work center information
 Group/Feature Name
 Other Mfg Planning Reports
 Projected inventory value
 On - hand
 Gross requirements
 Sched receipts and firm planned orders
 Available
 Suggested avail (if action followed)
 Planned order start
 Variable planning horizon
 Unlimited buckets
 Purchasing and Receiving

 Purchase Order Types
 regular
 blanket
 blanket w/multiple releases by line
 contract
 subcontract operation
 Purchase Order status
 requisitioned
 firm (requisitioned)
 planned
 firm planned
 ordered
 released
 cancelled
 **backordered
 **closed
 Purchase Order line status
 no separate status by line item
 requisitioned
 firm (requisitioned)
 planned
 firm planned
 ordered                                            Page 19
                                                      Demo Notes

Module/Application
 Group                                                                                        Produc
                                                                   Note no. or
 Features                                      Weight Demo?        Data/Descr.   Demo Notes
 **backordered
 Group/Feature Name
 partially received
 filled
 cancelled
 completed
 Line item entry
 enter vendor item or internal item
 quantity unit of measure
 entry of nonstocked items possible
 pricing unit of measure
 **designate ship to location at line level
 designate due date at line level
 designate prom ship date at line level
 designate mfg order at line level
 designate cust order at line level
 display last price paid, date, qty
 auto entry of last price
 auto entry of negotiated price
 entry of unlimited comments
 copy comments from item master
 comments on internal documents only
 comments on internal and external documents
 ***entry of comments at the line level
 Automatic supplier selection logic
 preferred source
 supplier balancing
 price
 lead time
 PO Confirmation Notes
 Supplier records include
 multiple addresses per supplier
 our item v Vendor Item/descrip
 include vendor lead time by item
 quantity break by item
 discount % by order
                                                         Page 20
                                                                    Demo Notes

Module/Application
 Group                                                                                                        Produc
                                                                                   Note no. or
 Features                                                     Weight Demo?         Data/Descr.   Demo Notes
 Inspection
 Group/Feature Name
 **receiving
 verify count during visual inspection
 item can be rejected and RTV
 item can be reworked and accepted
 receipt to stores
 receipt to incoming inspection
 inventory updated on acceptance
 non-nettable location for MRP
 accrual entry on acceptance, not receipt
 **receiving data linked to Purchase Order & Accounts Payable
 Landed cost allocation during receiving
 allocate based on weight
 allocate based on value
 **allocate based on volume
 On line Purchase Order receipt
 *issue direct to shop floor w/o going to stockroom or inspec
 receiving document generated
 receiving by scanning bar codes
 Lot control in dock - to - stock
 Printed receipt container ident labels
 Printed Bar coded rec container labels
 **RTV information auto sent to acctg for debit memo print
 Purchasing Reports
 Contract renegotiate advice
 Vendor perform (price, quality, deliv)
 Buyer performance (price, delivery)
 backlog report with drilldown to demand source
 Time-phased valued PO commitments
 Supply Chain Management
 **ability to remotely access required modules
 **proper security for remote access of modules and records
 **visibility of inventory, receiving, and purchasing data
 **automatic notification of suppliers for designated events
 **remote view of multi-warehouse or plant inventory levels
 **ability of user to view remote data on supplier's system              Page 21
                                                     Demo Notes

Module/Application
 Group                                                                                       Produc
                                                                  Note no. or
 Features                                     Weight Demo?        Data/Descr.   Demo Notes
 Bill of Materials, Routings & Work Centers
 Group/Feature Name

 Type of bill
 engineering
 **manufacturing
 costed
 planning
 phantom
 BOM Data elements - Component level
 Maintains work instructions by component
 Cost/don't cost flagging
 Drawing Number cross reference
 Fractional quantity allowed
 Negative quantity allowed
 Routings
 On Bill of Materials as component
 Process steps independent of components
 Integrated Operation steps w/components
 BOM Edit/Create capabilities
 Mass change and delete
 Same as except capability
 BOM link to engineering
 Reference designators
 Drawing where used to item number
 On line drawing bill updates

 Tooling Bill Elements
 Tool Master/tool bill (cross ref to op)
 Quant, loc, ownership control ea tool
 Link to supply orders-mfg,purch,subcont
 Link tool disburse to wrk ctr, mach/empl
 Tooling where used by Item/oper/wrk ctr
 BOM View/Reports
 single level
 indented BOM
 summarized explosions                                  Page 22
                                                      Demo Notes

Module/Application
 Group                                                                                        Produc
                                                                   Note no. or
 Features                                      Weight Demo?        Data/Descr.   Demo Notes
 where used
 Group/Feature Name

 Operation elements include
 move time
 queue time
 setup time
 startup time
 run time
 teardown time
 process time
 Multiple tools per oper(tool file link)
 Alternate routing
 Alternate routing
 Operation/routing data keyed to process no.
 Mass add, chge, del keyed to process no
 Same as except capability
 Sequences operations
 on due/start date w/priority codes
 using queue squeeze
 based on critical ratio
 by grouping logic
 can alter seq on-line

 Work Center elements
 Production hours/days
 Capacity variable by time period
 Efficiency
 Mach schedule vs. crew schedule
 Default run rate
 Setup rate
 Variable and fixed overhead rates by
 setup
 labor
 machine
 **work center
 has order and operation number reference                Page 23
                                                             Demo Notes

Module/Application
 Group                                                                                               Produc
                                                                          Note no. or
 Features                                             Weight Demo?        Data/Descr.   Demo Notes
 work order status (released,started,hold)
 Group/Feature Name
 has prior and next work center
 has tool information
 contains load summaries at work ctr
 **load not at work center
 quant may be in two units of meas
 may be combined into a dispatch group
 Input/output load(act,avg,cum)displayed
 graphic display load by work ctr w/capacity
 drill down to load on work ctr by job operation
 **changes to work order auto changes work ctr load

 Mfg Open Order status
 firm
 released
 open
 stopped
 complete
 closed
 Mfg Order Data Elements
 alternate routing
 same as except for operation change
 same as except component change
 copy comments from cust order
 copy comments from item master to MO Header
 copy comments from BOM to operation
 **linked to sales order number
 **linked to customer purchase order number
 Mfg Order scheduling
 backward scheduling
 forward scheduling
 back/forward with queue squeeze
 critical ratio w/order priority codes
 order priority code only
 order release can be forced (manual)
 order release can be automatic per start date                  Page 24
                                                                 Demo Notes

Module/Application
 Group                                                                                                   Produc
                                                                              Note no. or
 Features                                                 Weight Demo?        Data/Descr.   Demo Notes
 diversion (transfer) of
 Group/Feature Namescheduled receipts
 solid lot send ahead capability
 auto firm subassembly orders when parent release
 oper/components changed after MO release
 work center chg after MO released

 Shop Calendar
 system level
 by dept/work center
 hours/day
 effective date
 Queue times by
 Item
 operation number
 Transaction information
 quantity produced vs. quant scheduled
 quantity received vs. scheduled receipt at work center
 by item number
 order number, operation number or work center number
 by employee number
 by machine number
 Interface w/cost acct collects std costs
 Performance reporting
 scheduling
 production efficiency
 work center utilization rpt
 downtime
 **scrap factor by operation
 **operation level yield percentage
 **views and reports
 On - line
 subcontract operating receipt
 downtime reporting transactions
 material move & receipt transactions
 diversion or split lot
 reject reporting                                                   Page 25
                                                             Demo Notes

Module/Application
 Group                                                                                               Produc
                                                                          Note no. or
 Features                                             Weight Demo?        Data/Descr.   Demo Notes
 Operations status by MO
 Group/Feature Name

 QA status
 reject - awaiting vendor approval
 rework - waiting for rework mfg order
 scrap - awaiting removal
 use as is - awaiting QA variance memo
 Scrap/reject rate
 analysis by order
 analysis by operation
 analysis by component
 analysis by work center
 Builds cust return file(waiting dispos)
 Maintains transaction history file
 Reject transactions allowed at
 incoming inspection
 work in process inspection
 **finished goods inspection
 RMA processing
 ability to accept return of goods
 system assigned RMA number
 table of reason codes
 access sales history via item serial #
 display original invoice for validation
 display warranty expiration date
 print RMA label
 print RMA worksheet
 ability to x-ship same item
 ability to x-ship different item
 can charge restocking fee
 return with full or partial credit
 **track repair order with work order or job number
 auto generate CR memo when RMA received

 Engineering Changes
 **system assigns next sequential ECN                           Page 26
                                                                     Demo Notes

Module/Application
 Group                                                                                                       Produc
                                                                                  Note no. or
 Features                                                     Weight Demo?        Data/Descr.   Demo Notes
 Engineering change type(s)
 Group/Feature Name
 Maintains
 change by effectivity date
 record of class of change
 Item status code to excl. fr MRP calc
 Has EC implementation status indicator
 electronic routing/approval sign-off
 Maintains old item no. when no. changed
 Allows unlimited comments
 Has engineer identification code
 allows effectivity date changes
 allows operation/process changes
 Operation effectivity dating
 Engineering change history maintained
 **provides for tracking costs assoc. w/ engineering change
 Has EC charge accounts
 rework
 material
 scrap

 Retains Standard Cost detail records for
 material
 direct labor
 ***outside operations
 total overhead
 fixed overhead
 variable overhead
 material overhead
 Calculates standard costs for
 bill of material
 routing
 **individual work center overhead
 Retains frozen/curr. stand. cost recrds
 Retains prev. yr stand. cost records
 Allows invtry val. w/frozen standards
 Overhead rates by                                                      Page 27
                                                                  Demo Notes

Module/Application
 Group                                                                                                    Produc
                                                                               Note no. or
 Features                                                  Weight Demo?        Data/Descr.   Demo Notes
 dollar per labor Name
 Group/Feature hour
 percent per labor dollar
 dollar per machine hour
 Labor variances may be taken
 when charged to mfg order
 at the close of a period
 at the close of mfg order
 Material variances may be taken
 when charged to mfg order
 at the close of a period
 ***at the close of a manufacturing order
 General Ledger

 Define
 **multiple companies (each with own retained earn acct)
 maintains separate fiscal calendar each company
 Account types
 statistical
 Control data entry by
 account type
 effective dates for account
 allow/disallow posting
 Account numbers
 up to 2 segments
 up to 3 segments
 up to four segments
 5 or more segments
 can include alphanumeric characters
 define segment values
 define valid segment combinations

 Types of journal entries
 regular, recurring and reversing
 statistical
 intercompany
 foreign currency                                                    Page 28
                                                            Demo Notes

Module/Application
 Group                                                                                              Produc
                                                                         Note no. or
 Features                                            Weight Demo?        Data/Descr.   Demo Notes
 profit elimination
 Group/Feature Name
 value added tax
 Other Processing Features
 can enter transactions to prior or future periods
 can view results of foreign currency conversion
 can import journals from external systems
 prior year corrections
 Batch Processing
 identifies date posted
 can mix accounting periods in single batch
 **posting of batch at any time during day
 offers realtime posting of subsidiary ledgers
 Allocate Charges Based on
 formulas
 constants and variables
 account balances
 loop through successive accounts
 can perform intercompany allocations

 Access to transaction detail
 by source and date
 transaction detail will transfer to GL
 Data retention
 retain all prior years
 can purge data by period
 can purge data by date range
 Consolidations
 consolidate selected companies
 perform hierarchical consolidations
 can consolidate unlike charts of account
 generate automatic elimination entries
 consolidate companies with different currencies
 Foreign currency
 maintains international format for dates, numbers
 define different foreign currencies
 maintains gains and losses on exchange rates                  Page 29
                                                       Demo Notes

Module/Application
 Group                                                                                         Produc
                                                                    Note no. or
 Features                                       Weight Demo?        Data/Descr.   Demo Notes
 translate account balance per FASB 52
 Group/Feature Name
 exception reports
 account bal. over/under certain amount
 debit bal for credit acct, vice versa
 percentage change in account bal
 predefined
 **balance sheet,
 statement of cash flows
 income statement
 P & L can contain
 year to date vs. prior year to date
 this period vs. same period last year
 current period and YTD on same report
 **departments across columns
 **GL report writer comes with system
 Accounts Payable

 Master file info
 can group vendors under a parent number
 unlimited contacts per vendor
 e-mail address
 bill to location
 ship to location
 provides for alternative payee
 multiple purchase sites
 Vendor payment defaults
 pay group
 payment priority
 default bank account
 default liability account
 1099 information
 tax no.
 can maintain data for more than one 1099 box
 Vendor history
 indefinitely
 dollar value of invoices YTD                             Page 30
                                                             Demo Notes

Module/Application
 Group                                                                                               Produc
                                                                          Note no. or
 Features                                             Weight Demo?        Data/Descr.   Demo Notes
 discounts taken YTD
 Group/Feature Name
 date of last payment
 date of last purchase

 Accounts Payable integrates with
 purchasing
 fixed assets
 can enter invoices in batches
 can enter invoices on-line
 option to enter invoices either batch or on-line
 Invoice Data Entry
 due date, discount date
 discount amount
 nondiscount amount
 quantity received
 inventory item number
 system checks for duplicate invoices
 can enter new vendors on the fly
 can merge vendors, associated PO's, invoice paymts
 Set tolerance level for
 invoice quantity different from PO
 invoice units diff. from PO
 invoice total diff. from PO
 receiving quantity diff. from invoice quantity
 can print check immediately from invoice entry

 Specify invoice payment
 individually (one check per invoice)
 one check for multiple invoices
 Payment methods
 ** check info printed on pin fed check forms
 electronic funds transfer
 manual payments
 **laser printed checks
 **laser printed checks with multiple copies
 Payment selection methods                                      Page 31
                                                    Demo Notes

Module/Application
 Group                                                                                      Produc
                                                                 Note no. or
 Features                                    Weight Demo?        Data/Descr.   Demo Notes
 pay through date
 Group/Feature Name
 pay group
 payment priority
 discount due date
 vendor name or number
 can clear all previous selections
 Check output activity
 ** sort alphabetically
 ** sort by default bank account
 can resume printing from point of failure
 bank reconciliation function available

 tracks transactions by
 account
 vendor
 type (payments vs. invoices)
 can access unpaid invoices by
 voucher number
 vendor number
 invoice number
 PO number
 drill down from summary to detail items
 system generated reports/views
 invoice entry journal
 credit entry journal
 invoice deletion list
 GL distribution
 aged payables - current period
 aged payables - prior periods
 monthly check register
 payments overdue only listing
 1099 magnetic media reporting
 Accounts Receivable

 Customer information
 supports customer classes                             Page 32
                                                                 Demo Notes

Module/Application
 Group                                                                                                   Produc
                                                                              Note no. or
 Features                                                 Weight Demo?        Data/Descr.   Demo Notes
 pricing class
 Group/Feature Name
 default GL distribution accounts
 customer accepts partial shipments flag
 customer accepts substitutions flag
 supports international addresses and telephone numbers
 Credit history
 date of last sale
 sales year to date
 gross profit year to date
 last year's sales and profits
 current account balance
 account aging available on screen
 date and amount of last payment
 highest balance to date

 Invoices
 can access inventory detail from AR
 can generate service invoices from AR
 customizable invoice format
 Canadian GST requirements
 can print GST customer register no. on invoice
 can calculate and print GST/PST on invoice
 determines GST tax by inventory item
 can calc tax on percentage of sales or $ per unit
 can define min/max taxable amounts
 can define tax on tax
 Statements
 can assign statement cycles to customers
 can define minimum statement amount
 can print statement messages
 can customize statement format
 can specify detail or summary statements
 can print invoice description on statements
 can print deposit slip detail
 can print dunning letters to overdue accounts
 can print out mailing labels directly from AR                      Page 33
                                                                    Demo Notes

Module/Application
 Group                                                                                                       Produc
                                                                                  Note no. or
 Features                                                     Weight Demo?        Data/Descr.   Demo Notes
 Cash Application
 Group/Feature Name
 can apply payments to multiple invoices, debit memos
 can create chargebacks, adjustments at cash applic
 can apply credits to invoices, debits
 can write-off small balances at cash applic
 can reapply invoice payments in case of error
 can enter non-customer receipts
 can reverse posted payments with automatic adjust entry
 Reports/Views
 can reprint historical invoices
 **provides recap of customer transac for user defined period
 maintains full invoice/payment details until purged
 multiyear invoice/payment history
 can locate customer by invoice number
 user defined aging periods
 can print aging report as of any prior date
 can drill down from summary to detail items on aging report
 include phone number and contact on aging report
 cash flow due projection based on accounts rec. outstanding
 supports sales commission reporting

 Interface capabilities
 **ODBC linkage to spreadsheets, databases, etc.
 *links to engineering drawings and other objects as approp.
 ** is accessible through internet for cust, suppliers, emp.
 **can download data files for conversion to other software
 Custom report generator
 **programmed and supported by the vendor
 **developed by 3rd party but supported by vendor
 ** no limitation on file or field inclusion report writer
 ** 3rd party product w/ specific interface written by vendor
 Security
 module level security by group
 menu level security by group
 field level security by group
 module level security by user                                          Page 34
                                                                       Demo Notes

Module/Application
 Group                                                                                                         Produc
                                                                                    Note no. or
 Features                                                       Weight Demo?        Data/Descr.   Demo Notes
 menu level security by
 Group/Feature Name user
 field level security by user
 record locking system wide
 display all users currently logged in
 maintain history - all accesses to sys
 Searching functions
 wild card in search selection for inquiries
 query by form - single criteria
 query by form - multiple criteria
 Help - on line
 Context sensitive field level help
 Help screens are modifiable
 CD-rom or web-based based training modules available
 On-line tutorial - application specific
 Application level help available
 User manuals available in Adobe PDF format
 **system wide application map of navigation and function
 Customizable menus
 customizable menu by user
 customizable menu by group
 link external program to menu
 Customizable screens
 customizable screen by user
 customizable screen by group
 change visibility of field without custom programming
 change field defaults without custom programming
 change label names without custom programming
 Environment
 ODBC capable
 DDE capable
 OLE capable
 **.Net capable
 Other system level capabilities
 Executive information system
 transactions can automatically notify users via e-mail, etc.
 **auto notifications can be sent to persons external to co               Page 35
                                                        Demo Notes

Module/Application
 Group                                                                                          Produc
                                                                     Note no. or
  Features                                       Weight Demo?        Data/Descr.   Demo Notes
  EDI interface of designated transactions
 Group/Feature Name
  Explorer type function
  Project tracking
  Human resources
  Web features
  Produce a ready to publish web catalog
  Retrieves customer orders from web
  Supports remote data entry via the web
  Supports ability to view reports via the web
  Supports customer look up of order status
  Foreign language versions
  **Spanish
  **French
  **German
  **Italian
Total

                    Copyright, 1997 - 1999 CTS




                                                           Page 36
                             Demo Notes

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                             Demo Notes

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                                Page 58
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                                Page 60
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                                Page 61
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                                Page 62
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                                Page 63
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                                Page 64
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                                Page 69
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                                Page 70
                                        Product Risk Factors



                                                                Risk Factors
                                                                      Products & Scores
                                   Company     Prod1     Prod2         Prod3     Prod4         Prod5    Prod6
No. Risk Factor                     Value        1         2             3         4             5        6
  1 Product Technology Stability     5.0
  2 Company Financial Stability      5.0
  3 Performance                      5.0
  4 Product Stability                5.0
  5 Flexibility                      5.0
  6 Customization                    5.0
  7 Ease of Use                      5.0
  8 Internet Support                 5.0
  9 Standard Database & Tools        5.0
 10 Support - National/Hq            5.0
 11 Support - Local/Regional         5.0
 12 Support - International          5.0

     Weighted score                               0.00         0.00        0.00         0.00     0.00     0.00
     Risk factor                                  N/A          N/A         N/A          N/A      N/A      N/A


                                                  Weighting Factors
                                   Weights      For Company               For Product
                                      0      N/A                      N/A
                                      1      Minor Importance         Poor
                                      2      Some Importance          Fair
                                      3      Important                Adequate
                                      4      Very Important           Good
                                      5      Critical                 Excellent
                              Selection Criteria Rankings


                                       Decision Criteria
            Score Type      Risk                                 Cost       Aggregate
Software      (below)     Analysis    Demo        Features    Justification   Score
Packages    Weights>>>       3.0       5.0          8.0           4.0
 Prod1     Input                             0
           Standardized N/A          21100.0%         0.0%           0.0%
           Weighted     N/A           1,055.00         0.00           0.00   1,055.00

 Prod2     Input                             0
           Standardized N/A          17200.0%         0.0%           0.0%
           Weighted     N/A             860.00         0.00           0.00    860.00

 Prod3     Input                             0
           Standardized N/A          18000.0%         0.0%           0.0%
           Weighted     N/A             900.00         0.00           0.00    900.00

 Prod4     Input                              0
           Standardized N/A               0.0%        0.0%           0.0%
           Weighted     N/A                0.00        0.00           0.00       0.00

 Prod5     Input                              0
           Standardized N/A               0.0%        0.0%           0.0%
           Weighted     N/A                0.00        0.00           0.00       0.00

 Prod6     Input                              0
           Standardized N/A               0.0%        0.0%           0.0%
           Weighted     N/A                0.00        0.00           0.00       0.00
                                                     Help




                                           Evaluate! Toolkit
                                                 System Overview

Introduction
This system provides a methodology for defining system requirements and communicating them to vendors so that they can
respond to an RFP. It also is a "demo manager," by defining a demo scenario and scoring the results. The printed
documentation covers the system in greater detail. The sections (tabs) included in this system are:
            • Overall (includes entry of product names, weights for demo factors, and ratings keys)
            • Instructions (for vendors responding to RFP)
            • Features (list of user requirements, see below)
            • Risk (section for calculating product/vendor risk factors)
            • Selection (method for incorporating a number of factors into a final decision, see below)

Features
There are nearly 2,000 features covering the main accounting modules as well as Technology and System Features. This sa
list (except for the first section - Technology) is also included in the binder in the Input Worksheet section for reference pur
This list can be used "as is" or modified to whatever extent necessary. In general, it is recommended to delete all items an
modules that are not needed for selection purposes. Further details on this section are shown below under Features
Note that this feature list is essentially the same as that used by the CTS Requirements Analyst. For further information on
product, call 800-433-8015 or see www.ctsguides.com.

Risk
For large systems, selecting a particular product is in essence a bet on a specific technology, or group of technologies, as
a vendor. Therefore, many firms consider it prudent to assess risk in addition to specific product attributes when selecting
new system. Actual implementation costs can be from two to ten times the cost of the software. In addition, selection of th
wrong software can be an operational catastrophe and some sizable firms have attributed business failure to failed implemen
of an accounting system. In other words, the total cost and risk is generally many times the perceived cost of the
hardware/software alone.

This section calculates an adjustment factor based on user assessments of various product and company-related risk factors
These factors can be modified, and different weights can be associated with each factor. The product with the lowest risk is
one receiving the highest relative score of all products ranked. Thus, risk is a relative value, and the lower the percentag
higher the risk. The product with the least risk is rated 100%. Note that the Weighting Values are shown as varying from
range can be changed from 0-10 if desired.

Selection
The Selection sheet (tab) can combine scores from four different criteria to produce an aggregate score for making a final pr
selection. The printed documentation discusses this analysis further and also shows a sample report.

Reports
All reports can be printed from the Evaluate menu option, which is the first menu item at the top of the screen.

Features - Details: Column Specifics

Weight
A weight can be indicated to increase the priority or importance of this feature or module. If left blank, the feature is le
weighting of 1. Weights should be given values greater than 1, however, values less than 1 will still work. If a weight is given
module, that value is given to all features within that module. Thus if a weight of 6 is assigned to the General Ledger heading
General Ledger features are assigned a weight of 6. If no other weights were used anywhere, General Ledger would receive
much higher priority than all other modules.

Weights assigned to specifics feature overrride the module weights. If Active/Inactive account status were given a weight


                                                   Page 73
                                                        Help

Weights assigned to specifics feature overrride the module weights. If Active/Inactive account status were given a weight
10, for example, that feature would be weighted 10, even though all other General Ledger features were weighted

Note that if new features are added to this list and Weights are used, formulas must be copied to the new lines. These formu
are located four columns to the right of the Notes for Vendors column. It is very easy to simply copy these formulas down fr
previously existing features.

Demo?
A "Y" in this field indicates the feature is to be included in the demo. This indicates to vendors and individuals participa
demos, which features are to be demonstrated and scored.

Note No. or Data/Description
There are a number of ways this field can be used:
1. Enter an instance of sample data to test, such as .0875, to verify for example, that the system handles four decimal
   places.
2. Enter a brief description, such as multiple dates for the feature "To open an account (start date)" to indicate more
   clarification.
3. Enter "See Notes," where more space is required, to refer vendor to the Notes for Vendors column.
4. Enter "Ref. #XX" to refer the vendor to a separate document where an entire report, dataset, or complex description can b
   presented.

Vendor Feature Ratings
These columns are used for entering feature ratings for up to six products. Note that the product abbreviations are displaye
automatically, if entered on the Overall tab. It is important to verify that all items are entered for each product, or the final sco
may not accurately reflect product capabilities. Details on obtaining vendor ratings are found in the printed documentation.

Product Demo Ratings
The system provides for scoring each feature to be demoed on two characteristics:
           Functionality
           Ease of Use and Speed

Both the scoring key and weighting factors are found on the Overall tab.

Functionality
This characteristic is generally the most critical, and will often be heavily weighted.

Ease of Use and Speed
This characteristic will only relate to or be significant for some features.

Ease of Use is generally an individual (subjective) characteristic. Processing speed observed during a demo may not be
representative of speed that will be experienced during actual usage for a number of reasons:
      Hardware/software configuration
      Masterfile sizes
      Communications issues: local/remote
      Complete system load/network configuration
      No. of users

Thus, observed acceptable speed during a demo does not verify this characteristic. However, speed observed during a dem
may be indicative of problems, so this is at least a tentative finding. This issue can be handled by contract performance
specifications as an alternative.




                                                      Page 74
 Help




Page 75
                                    Help




vendors so that they can
ts. The printed




System Features. This same
 ction for reference purposes.
 d to delete all items and
w under Features - Details.
 r further information on this



up of technologies, as well as
 ibutes when selecting a major
addition, selection of the
failure to failed implementation
ed cost of the


        related risk factors.
 ct with the lowest risk is the
  lower the percentage, the
 own as varying from 0-5. The



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he screen.




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e General Ledger heading, all
eral Ledger would receive


     were given a weight of


                                   Page 76
                                 Help

     were given a weight of
were weighted 6.

  new lines. These formulas
 y these formulas down from



ndividuals participating in




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omplex description can be



breviations are displayed
h product, or the final score
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                                Page 77
 Help




Page 78
                        Demo Weights & Reviewers




Product Names, Demo Weights & Rating Keys
          Abbr.      Product Feature Ratings
        prod 1          0 Feature does not exist or N/A
        prod 2          1 Major custom code or external system required
        prod 3          2 Minor custom code required
                        3 Needs workaround by report writer, end-user tools
                        4 Complete functionality



                     Demo Scoring Values
              4.0      0 N/A or function not demonstrated
              2.0      1 Poor
                       2 Fair
                       3 Good but not fully complete
                       4 Excellent or full functionality
                                                                 Demo Notes

Module/Application
 Group
  Feature Headings                                                      Note no. or
    Features                                             Weight Demo?   Data/Descr. Demo Notes
GENERAL LEDGER
 General:
  Define multiple sets of books for:
    Different Companies                                                            Must show copying from one company to another with the ability to do it
    Same Company
     Maintains separate fiscal calendars each company
   Account types:
     Financial
     Statistical                                                 Y
     Summary (i.e. do not contain detail transactions)           Y
   Ability to control data entry based on:
     By account type                                             Y
   Effective dates for accounts:
     To open an account (start date)                             Y
     To close an account (stop date)                             Y
     Active/inactive account status
     Allowing/disallowing posting
     Allowing/disallowing budget entries
   Account Numbers:
     up to two segments (account/dept)
     up to three segments
     up to four segments                                         Y
     five or more segments
     Alphanumeric characters can be included in acct
     allows for short account name                               Y
   Account numbers:
     Define each account number individually
     Define segment values                                       Y
     Define range(s) of segment values
     Define valid segment combinations                           Y
   Account number validation:
     Use business rules to limit account combinations            Y
     Use begin/end dates to limit account access                 Y
     Can generate reports on any account segment
   Account hierachies:
     Can define parent-child account relationships               Y   Page 80
                                                              Demo Notes

Module/Application
  Group
    Feature Headings                                                 Note no. or
      Features                                        Weight Demo?   Data/Descr. Demo Notes
      Can assoc multiple
GENERAL LEDGER child accts w/a single parent                  Y
      Used for rollups
      Prune/graft function to revise acct hierarchy           Y
    Maintains the following acct. information:
      Current year actuals
      prior year actuals
      Current year budget
      supports multiple current year budgets
      Future years budget                                     Y
      Security by account
Total




                                                                  Page 81
                                        Product Risk Factors



                                                                Risk Factors
                                                                        Products & Scores
                                   Company    prod 1       prod 2        prod 3
No. Risk Factor                     Value       1            2             3         4        5       6
  1 Product Technology Stability     5.0               4            3           5
  2 Company Financial Stability      3.0               5            3           4
  3 Performance                      5.0               4            5           3
  4 Product Stability                5.0               3            5           4
  5 Flexibility                      5.0               5            2           2
  6 Customization                    4.0               3            3           5
  7 Ease of Use                      2.0               4            4           4
  8 Internet Support                 0.0
  9 Standard Database & Tools        5.0               2            1           2
 10 Support - National/Hq            3.0               4            5           3
 11 Support - Local/Regional         0.0
 12 Support - International          0.0

     Weighted score                             137.00      124.00        129.00       0.00    0.00    0.00
     Risk factor                               100.0%       90.5%         94.2%       0.0%    0.0%    0.0%


                                                  Weighting Factors
                                   Weights      For Company                 For Product
                                      0      N/A                        N/A
                                      1      Minor Importance           Poor
                                      2      Some Importance            Fair
                                      3      Important                  Adequate
                                      4      Very Important             Good
                                      5      Critical                   Excellent
                             Selection Criteria Rankings


                                      Decision Criteria
            Score Type     Risk                                 Cost       Aggregate
Software      (below)     Analysis    Demo       Features    Justification   Score
Packages    Weights>>>      3.0       5.0          8.0           4.0
 prod 1    Input                          414           84
           Standardized     100.0%    100.0%        87.5%           0.0%
           Weighted            3.00      5.00         7.00           0.00     15.00

 prod 2    Input                          326           96
           Standardized      90.5%     78.7%       100.0%           0.0%
           Weighted            2.72      3.94         8.00           0.00     14.65

 prod 3    Input                          273           76
           Standardized      94.2%     65.9%        79.2%           0.0%
           Weighted            2.82      3.30         6.33           0.00     12.46

           Input                             0           0
           Standardized       0.0%       0.0%        0.0%           0.0%
           Weighted            0.00       0.00        0.00           0.00       0.00

           Input                             0           0
           Standardized       0.0%       0.0%        0.0%           0.0%
           Weighted            0.00       0.00        0.00           0.00       0.00

           Input                             0           0
           Standardized       0.0%       0.0%        0.0%           0.0%
           Weighted            0.00       0.00        0.00           0.00       0.00

								
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