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7/27/2019 wesamples.pdf http://slidepdf.com/reader/full/wesamplespdf 1/11  The ERP Software Selection Guide - Sample  The sample below is extracted from the Homer Computer Services ERP Software Selection Guide. It covers a few sections of three products to minimize download time  but should give an idea of the level of detail. Product names have been disguised. Checklist Content The number of features and function items in each section are as follows. General (26) Software Architecture (66) System Control (21) Item Master (87) Bill of Materials (61) Job Estimating & Quotation (55) Sales Order Entry (212) Master Production Scheduling (53) Material Requirements Planning (36) Capacity Requirements Planning (12) Shop Floor Control and WIP (141) Purchasing (120) Distribution Resource & Reqts Plng (26) Project Management and Control (72) Accounts Receivable (248) Accounts Payable (89) General Ledger (119) Fixed Assets (46) Product Costing (37) Cost Management (26) Quality Assurance (24) Automatic Data Capture (40) E-Commerce (40) Advanced Planning & Scheduling (261) Inventory Control (127) Advanced Warehouse Management (106) Customer Relationship Mgt (132) Total = 2300+ The ERP Software Selection Guide is based on a survey of applications software suppliers active in Australia and the Asia Pacific Region. Compiled and edited by Glyn Homer, Homer Computer Services Pty Ltd. www.homercomputer.com.au 
Transcript
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The ERP Software

Selection Guide - Sample The sample below is extracted from the Homer Computer Services ERP SoftwareSelection Guide. It covers a few sections of three products to minimize download time

 but should give an idea of the level of detail. Product names have been disguised.

Checklist Content 

The number of features and function items in each section are as follows.

• General (26)

• Software Architecture (66)

• System Control (21)

Item Master (87)• Bill of Materials (61)

• Job Estimating & Quotation (55)

• Sales Order Entry (212)

• Master Production Scheduling (53)

• Material Requirements Planning (36)

• Capacity Requirements Planning (12)

• Shop Floor Control and WIP (141)

• Purchasing (120)

• Distribution Resource & Reqts Plng (26)

• Project Management and Control (72)

• Accounts Receivable (248)• Accounts Payable (89)

• General Ledger (119)

• Fixed Assets (46)

• Product Costing (37)

• Cost Management (26)

• Quality Assurance (24)

• Automatic Data Capture (40)

• E-Commerce (40)

• Advanced Planning & Scheduling (261)

• Inventory Control (127)

• Advanced Warehouse Management (106)• Customer Relationship Mgt (132)

• Total = 2300+

The ERP Software Selection Guide is based on a survey of applications software suppliers

active in Australia and the Asia Pacific Region. Compiled and edited by Glyn Homer, Homer 

Computer Services Pty Ltd.

www.homercomputer.com.au 

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ERP Software Selection Guide Product Data Sample Page 1

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

This sample contains data from 3 products and 11 sections of the 28 sections in the guide.

GEN GENERAL

1 Product Revision Level List V6.1 5.50 3.90

2 Multi Company capability Y/N Y N Y

3 Multi language Y/N Y Y Y

4 Multi currency Y/N Y Y Y

5 VAT/GST support Y/N Y Y Y

6 Exchange rates Y/N Y Y Y

7 Multi-location, multi-warehouse stock control Y/N Y Y Y

8 Multi plant (company) capability Y/N Y N Y

9 Manufacturing modes:

10 Job Shop Y/N Y Y Y

11 Batch Y/N Y Y Y

12 Repetitive Y/N Y Y Y

13 Continuous Flow Y/N Y N N

14 Project Y/N Y Y Y

15 Make to Stock Y/N Y Y Y

16 Make to Order Y/N Y Y Y

17 Assemble to Order Y/N Y Y Y

18 Engineer to Order Y/N Y Y Y19 Discrete manufacturing Y/N Y Y Y

20 Process manufacturing Y/N N N Y

21 Local technical support in Australia Y/N Y Y Y

22 Local tech support in Asia-Pacific (outside Australia) Y/N Y Y Y

23 Local technical support in Europe Y/N Y N Y

24 Local technical support in USA Y/N Y Y Y

25 Courses offered (on-site & local office) Y/N Y Y Y

26 Modification support by vendor Y/N Y Y Y

SA SOFTWARE ARCHITECTURE

1 Hardware/Operating Systems - Host/ Server 

2 Microsoft Windows NT/2000 Y/N Y Y Y

3 IBM AS/400 Y/N N N Y

4 UNIX platforms Y/N Y N Y

5 Hardware/Operating Systems - Client6 Microsoft Windows 95/98 Y/N Y Y Y

7 Microsoft Windows NT/2000 Y/N Y Y Y

8 IBM AS/400 Y/N N N Y

9 UNIX platforms Y/N Y N Y

10 Multi user (system-wide) Y/N Y Y Y

11 Maximum number of users in update mode Size Unlimited Unlimited Unlimited

12 Database manager(s)

13 Primar List Progress Visual fox C/SIDE

14 Others supported (list) List  N SQL SQL Server 

15 ODBC (Open Data Base Connectivity) Y/N Y N Y

16 Program language(s) List Progress-4GL/C++ Visual fox C/AL

17 Data import/export to external file format:

18 MS Office Y/N Y Y Y

19 Lotus Y/N Y Y Y

20 ASCII Y/N Y Y Y21 Other (list) List XML, EDI, FTP N Excel CSV

22 Seamless spreadsheet/word processor integration Y/N Y Y Y

23 Report writer (without exiting application) system-wide:

24 Non-technical, ease of use Y/N Y Y Y

25 Parameter driven Y/N Y N Y

26 Simulated screen/report layout without exiting Y/N Y Y Y

27 User defined sorts Y/N Y Y Y

28 Print user headings Y/N Y Y Y

29 Suppress headings Y/N Y Y Y

30 Define control breaks Y/N Y Y Y

31 Sub-total & Total Y/N Y Y Y

32 Calculate statistical data Y/N Y Y Y

33 Data dictionary reporting Y/N Y Y Y

34 User defined menus/screens Y/N Y Y Y

35 Screen Inputs:

36 Defaults Y/N Y Y Y

37 Tables Y/N Y Y Y

38 Other (list) List Y

User controlled

dictionary, all fields

and formats useable  N

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 2

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

39 User defined fields:

40 Number reserved for users Size Unlimited Unlimited Unlimited

41 Dynamic Y/N Y Y Y

42 Variety Y/N Y Y

Integer, Code, Text,

Decimal etc

43 Imaging Support Y/N Y Y Y

44 User defined forms:45 Sales Order Y/N Y Y Y

46 Change Sales Order Y/N Y Y Y

47 Acknowledgment Y/N Y Y Y

48 Invoice Y/N Y Y Y

49 Debit/Credit Memo Y/N Y Y Y

50 Purchase Order Y/N Y Y Y

51 Receiver Y/N Y Y Y

52 Receiver Traveler Y/N Y Y Y

53 Material Order Release Y/N Y Y Y

54 Shipper Y/N Y Y Y

55 Bill of Lading Y/N Y Y Y

56 Subcontract Order Y/N Y Y Y

57 Purchase Requisition Y/N Y Y Y

58 Return to Vendor Y/N Y Y Y

59 Pick List (Mfg, Purchasing, & Sales) Y/N Y Y Y

60 Other (List any others) Y/N Y Y N

61 User defined labels Y/N Y Y Y

62 Source document storage Y/N Y Y Y

63 Integrated Pictorials Y/N Y Y Y

64 Workflow capability Y/N Y N Y

65 Rule-based Triggers by Business Event Y/N Y Y N

66 Drill Down Queries Y/N Y Y Y

SC SYSTEM CONTROL

1 Security:

2 System level Y/N Y Y Y

3 Module level Y/N Y Y Y

4 Screen level Y/N Y Y Y

5 Record level Y/N N Y Y6 Field level Y/N Y Y Y

7 Tailoring parameters (all modules) Y/N Y Y Y

8 Tailoring screens (all modules) Y/N Y Y Y

9 Mass change (system-wide) Y/N Y Y Y

10 Mass delete (system-wide) Y/N Y Y

Mass Compression not

delete

11 Deferred batch processing support Y/N Y Y Y

12 Text:

13 Where used Y/N Y Y Y

14 Online help:

15 Field Y/N Y Y Y

16 Function Y/N Y Y Y

17 Operating procedures pop-up Y/N Y Y N

18 Navigation ease of use:

19 Custom function keys Y/N Y N Y20 Navigate without menu call Y/N Y Y Y

21 Remote diagnostic support Y/N Y Y Y

IM ITEM MASTER DATA

1 Length of item number (key) Size 30 char   Unlimited 20, can be changed

2 Length of description:

3 Primary Size 40 char   Unlimited 50, can be changed

4 Secondary Size 9,999 lines Unlimited 50, can be changed

5 Item types:

6 Standard Y/N Y Y Y

7 Pseudo/ Phantom Y/N Y Y Y

8 Reference Y/N Y Y Y

9 Tooling Y/N Y Y Y

10 Resource Y/N Y Y Y

11 By-product Y/N Y Y Y12 Co-product Y/N Y Y Y

13 Service part Y/N Y Y Y

14 Maintenance part Y/N Y Y Y

15 Unit of measure:

16 Stocking Y/N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 4

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

BOM BILL OF MATERIALS

1 Number of levels supported Size 99 Unlimited 50, can be changed

2 Engineering change management:

3 Date effectivity MRP planning logic Y/N Y Y Y

4 Add in date/add out date Y/N Y Y Y

5 Use up effectivity MRP planning logic Y/N N N N6 Serial number effectivity MRP planning logic Y/N N N Y

7 Automatic revision maintenance (update) Y/N Y Y Y

8 Automatic history retention Y/N Y Y Y

9 Approval routing Y/N Y Y Y

10 Implementation task sequencing (ECN) Y/N Y Y N

11 Projected cost impact Y/N Y Y Y

12 Configuration management:

13 Manufacturing bill Y/N Y Y Y

14 Engineering bill (separate from manufacturing bill) Y/N Y Y N

15 Current manufacturing level Y/N Y Y Y

16 Current engineering level Y/N Y Y N

17 As-Built Y/N Y Y Y

18 As-Planned Y/N Y Y N

19 Change implementation exception tracking Y/N Y Y N

20 History reporting Y/N Y Y Y

21 Find number reference Y/N Y Y N

22 Component types:

23 Standard Y/N Y Y Y

24 Pseudo (phantom) Y/N Y Y Y

25 Reference Y/N Y Y N

26 By-products Y/N Y Y Y

27 Co-products Y/N Y Y Y

28 Optional Y/N N Y Y

29 Resource Y/N Y Y Y

30 Tooling Y/N Y Y Y

31 Reference designators Y/N Y Y N

32 Component lead time offset Y/N Y Y Y

33 Decimal quantities Y/N Y Y Y

34 Work centre/operation material consumption Y/N Y Y Y35 Scrap factor Y/N Y Y Y

36 Copy Bill of material (same-as-except) Y/N Y Y Y

37 Mass change Y/N Y Y Y

38 Which fields? List Material

Any/all - user 

controlled dictionary

Item number, type,

quantity

39 Mass Delete Y/N Y Y Y

40 Scaling factor:

41 Fixed Y/N Y Y Y

42 Linear Y/N Y Y Y

43 Range Y/N N N N

44 As required Y/N N N N

45 Length and Width Y/N Y Y Y

46 Group Technology Y/N Y N Y

47 Inquiries:

48 Single/Multi level BoM Y/N Y Y Y49 Single/Multi level where used Y/N Y Y Y

50 End item by contract Y/N Y Y N

51 Reports:

52 Single/Multi level BoM Y/N Y Y Y

53 Single/Multi level where used Y/N Y Y Y

54 End item by contract Y/N Y Y N

55 Summarised parts list Y/N Y Y Y

56 Pending engineering changes Y/N Y Y Y

57 Engineering change history Y/N Y Y Y

58 Loose item exceptions Y/N RW Y N

59 Dangling relationships exceptions Y/N RW Y N

60 User library report writer Y/N Y N N

61 Text (Maximum lines/characters) Size 9,999 / 40char Unlimited 250 ch, unlimited lines

MPS MASTER PRODUCTION SCHEDULING1 Planning bill of materials:

2 Single level Y/N Y Y Y

3 Multi level Y/N Y N Y

4 Other (phantom, contract, etc.) Y/N Y Y Y

5 Master schedule at any level Y/N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 5

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

6 Liquidity Planning Y/N N N N

7 Integrated with Material Planning and Sales Order Entry Y/N Y Y Y

8 Real-time Available-to-Promise Y/N Y Y Y

9 Schedules:

10 Build schedule Y/N Y Y Y

11 Ship schedule Y/N Y Y N

12 Spares management Y/N Y Y N13 Combined schedules Y/N Y Y N

14 Weeks of supply planning Y/N Y Y Y

15 Rate based schedules Y/N Y N N

16 Seasonal planning Y/N N Y N

17 Customer order pegging Y/N Y Y Y

18 Automatic customer order consumption Y/N Y Y Y

19 Planning family Y/N Y Y Y

20 Product Y/N Y Y Y

21 Time fences: Y

22 Demand Y/N Y Y Y

23 Planning Y/N N Y Y

24 Projected available balance logic:

25 Forecast only Y/N Y N Y

26 Customer orders only Y/N Y N Y

27 Greater of forecast and customer orders Y/N Y Y Y

28 Production/S&OP planning:

29 S&OP planning family Y/N Y N Y

30 Reconciling business plan to MPS to S&OP plan Y/N N N N

31 Effect of change on profit margin reporting Y/N N N N

32 Cash flow projections Y/N RW N N

33 New Product Introduction Y/N Y N N

34 Cumulative lead time display Y/N Y Y N

35 Simulation capability Y/N Y N Y

36 Based upon resource constraints what can be built?:

37 Available components Y/N Y N Y

38 Available resources Y/N Y Y Y

39 Graphing:

40 Forecast vs MPS Y/N RW Y RW

41 Booked vs Forecast Y/N RW Y N42 Booked vs MPS Y/N RW N N

43 Rough cut capacity planning Y/N Y N Y

44 Forecasting logic:

45 Forecast consumption Y/N Y Y Y

46 Forecast unit of measure Y/N N N Y

47 Advanced modelling Y/N Y N N

48 Forecast modelling interface Y/N Y Y N

49 Reports:

50 Master schedule report Y/N Y Y Y

51 Costed master schedule Y/N RW N N

52 Master schedule exceptions Y/N Y N Y

53 Report totals Y/N Y N N

MRP MATERIAL REQUIREMENTS PLANNING

1 Requirements generation mode:2 Regenerative Y/N Y Y Y

3 Net change Y/N Y Y Y

4 Asynchronous Y/N N Y N

5 Real-time net change (all levels) Y/N Y(APS) Y Y

6 Simulated mode to predict "what can be built" Y/N Y(APS) N Y

7 Transaction Triggered MRP Y/N Y(APS) Y Y

8 Top to bottom planning Y/N Y Y Y

9 Level by level planning Y/N Y N Y

10 Bucketless Y/N Y Y Y

11 Real-time cumulative lead time generator Y/N Y Y Y

12 Lead time offsets Y/N Y Y Y

13 Full level pegging (MRP by contract) Y/N Y(APS) Y Y

14 Engineering change based Y/N Y Y Y

15 MRP Policy:

16 Discrete (Lot for Lot) Y/N Y Y Y17 Period order quantity Y/N Y Y Y

18 Least unit cost Y/N N N N

19 Least total cost Y/N N N N

20 Order point logic Y/N Y Y Y

21 Supply/demand analysis Y/N Y Y N

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 6

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

22 Online pegging of supplies/demands Y/N Y Y Y

23 By-product logic Y/N Y Y Y

24 Frozen order logic Y/N Y Y Y

25 Scheduling workbench Y/N Y Y N

26 Feasibility management Y/N Y N N

27 Auto reschedule Y/N Y N N

28 Cost of impact Y/N RW N N29 Rate based scheduling logic (work-orderless) Y/N Y N N

30 Firm planned orders Y/N Y Y Y

31 MRP Outputs:

32 Vertical MRP format Y/N Y Y N

33 Horizontal MRP format Y/N Y Y N

34 Costed MRP Y/N RW Y N

35 Projected actions Y/N Y Y Y

36 Paperless MRP Y/N Y Y Y

CRP CAPACITY REQUIREMENTS PLANNING

1 Flexible period definition Y/N Y N Y

2 Planned and firm load Y/N Y N Y

3 Backward load scheduling (infinite) Y/N Y Y Y

4 Forward load scheduling (finite) Y/N Y N Y

5 Resource analysis by labour code Y/N Y(APS) Y N

6 Overload exception reporting Y/N Y Y Y

7 Project jeopardy reporting (multi level) Y/N N N N

8 Reports:

9 Capacity requirements plan Y/N Y Y Y

10 Excess load exceptions Y/N Y Y Y

11 Short interval forward schedule Y/N Y N N

12 Report totals Y/N Y Y N

AR ACCOUNTS RECEIVABLE

1 Automatic invoice loading Y/N Y Y N

2 Automatic calculation & assignment of invoice number Y/N Y Y Y

3 Cash receipts Y/N Y Y Y

4 Manual invoice entry Y/N Y Y Y

5 Invoice adjustments Y/N Y N Y6 User defined codes:

7 Total number Size Unlimited Unlimited Unlimited

8 Tax rates Y/N Y Y Y

9 Salesperson Y/N Y Y Y

10 Customer classifications Y/N Y Y Y

11 Other (list) Y/N Y Y N

12 Automatic recurring invoices Y/N N Y Y

13 Aged and projected receivables Y/N Y Y Y

14 Variable time period aging Y/N Y Y Y

15 Split distribution processing Y/N Y Y Y

16 Cheque and credit memo processing Y/N Y Y Y

17 Multiple bank account tracking (number) Size Unlimited Y Unlimited

18 Calculation of service charges/late fees Y/N Y Y Y

19 Enter freight by exception before invoicing Y/N Y Y Y

20 Integrated with:21 General ledger Y/N Y Y Y

22 Inventory Y/N Y Y Y

23 Sales order entry Y/N Y Y Y

24 Accounts payable Y/N N Y Y

25 Custom messages:

26 Regular orders Y/N Y Y Y

27 Special orders Y/N Y Y Y

28 Debit & credit memos Y/N Y Y Y

29 Invoicing of drop ship orders triggered by:

30 Vendor shipment notification Y/N Y Y Y

31 Customer notification of delivery receipt Y/N Y N Y

32 Stores and reports future dated invoices Y/N Y Y Y

33 Maintains tax & sales amounts separately Y/N Y Y Y

34 Handles geographic tax rqmt differences Y/N Y Y Y

35 Inhibits deletion of customers with open orders Y/N Y Y Y36 Allows discount entered on a payment to override Y/N Y Y Y

37 Audit exception logged Y/N N Y N

38 Allows input from more than one period Y/N Y Y Y

39 Permits processing multiple simultaneously Y/N Y N Y

40 Auto match & post credit memos to single & multiple invoices Y/N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 7

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

41 Reports reflect payments & changes to A/R balance by type:

42 Discounts Y/N Y Y Y

43 Adjustments Y/N Y Y Y

44 Bad debt Y/N N Y Y

45 Cash receipts Y/N Y Y Y

46 Permits cash application credit write-offs Y/N Y Y Y

47 Generate bill-backs for unauthorised deductions Y/N Y N Y48 Manual invoice entry Y/N Y Y Y

49 Real-time invoice generation Y/N Y Y Y

50 Void cheque routine Y/N Y Y Y

51 Foreign currency statements Y/N Y Y Y

52 Dunning notices Y/N Y Y Y

53 Finance charge flexibility Y/N Y Y Y

54 Manual override G/L dist. of payment (security controlled) Y/N Y Y Y

55 Single cheque applied to multiple customers Y/N Y Y Y

56 Forced discounts allowed Y/N Y Y Y

57 Posts:

58 Partial payments Y/N Y Y Y

59 Overpayments Y/N Y Y Y

60 Non-sufficient funds Y/N Y Y N

61 Late payments Y/N Y Y Y

62 Permits posting non-A/R cash receipts Y/N Y N Y

63 Payment processing/adjustments posted realtime Y/N Y Y Y

64 Generates monthly/fiscal review of billings (parameter driven):

65 Total billings for the period Y/N Y Y Y

66 Special billings Y/N N Y Y

67 Customer capability:

68 Customer data Y/N Y Y Y

69 Invoices Y/N Y Y Y

70 Receipts Y/N Y Y Y

71 Historical data Y/N Y Y Y

72 User defined Y/N Y Y Y

73 Notifies delinquency charges with override ability:

74 Recommended percent to charge Y/N Y N Y

75 No charge indicator Y/N Y Y Y

76 Customer data fields:77 Customer name Y/N Y Y Y

78 Address Y/N Y Y Y

79 Total amount due Y/N Y Y Y

80 Multiple customer contact names Y/N Y Y Y

81 Multiple contact telephone & text Y/N Y Y Y

82 Customer Credit rating Y/N Y Y N

83 Date of Credit rating Y/N Y Y N

84 Open item indicator Y/N Y Y Y

85 Balance forward indicator Y/N Y Y N

86 Customer billing address Y/N Y Y Y

87 Unapplied cash Y/N Y Y Y

88 Customer credit limit/hold indicator Y/N Y Y Y

89 Credit limit review date Y/N Y Y N

90 Date/amount of last payment Y/N Y Y Y

91 Applicable customer tax indicators Y/N Y Y Y92 Multiple customer types Y/N Y Y Y

93 Number of Ship-to addresses supported Size 9,999 Unlimited Unlimited

94 Statement flag Y/N Y Y Y

95 Freight flag Y/N Y Y Y

96 Backorders allowed flag Y/N Y Y Y

97 VAT/GST tax Y/N Y Y Y

98 Customer status code Y/N Y Y Y

99 Credit code Y/N Y Y Y

100 Finance charge flag Y/N Y Y Y

101 Finance charge percent Y/N Y Y Y

102 Default terms Y/N Y Y Y

103 Days late & still accept discount Y/N Y N N

104 Invoice data fields:

105 Customer number Y/N Y Y Y

106 Customer name Y/N Y Y Y107 Invoice creation date Y/N Y Y Y

108 Invoice date Y/N Y Y Y

109 Sales order date Y/N Y Y Y

110 Customer discount code Y/N Y Y Y

111 Freight amount Y/N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 8

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

112 Sales tax Y/N Y Y Y

113 VAT/GST tax Y/N Y Y Y

114 Cost Y/N Y Y Y

115 Type of sale Y/N Y Y Y

116 Ship-to (how many?) Size 9,999 Unlimited Unlimited

117 Salesperson Y/N Y Y Y

118 Order desk analyst Y/N N N Y119 Credit analyst Y/N Y N Y

120 Adjustments Y/N Y N Y

121 Comments (how much?) Size 9,999 x 40 Unlimited Unlimited

122 Contract number Y/N Y Y Y

123 Late fees Y/N Y Y Y

124 Closed items indicator Y/N Y Y Y

125 Net amount due Y/N Y Y Y

126 Special handling instructions Y/N Y Y Y

127 Special payment instructions Y/N Y Y Y

128 Remit-to data Y/N Y Y Y

129 Discount terms Y/N Y Y Y

130 Follow-up date Y/N Y Y Y

131 Line item detail of invoice/credit memo Y/N Y Y Y

132 Foreign currency type & amount Y/N Y Y Y

133 Data fields maintained for each receipt:

134 Customer number Y/N Y Y Y

135 Receipt number/amount Y/N Y Y Y

136 Receipt date Y/N Y Y Y

137 cheque number/amount Y/N Y Y Y

138 cheque generation date Y/N Y Y Y

139 Bank name/data Y/N Y Y Y

140 Payment method Y/N Y Y N

141 Data fields maintained for historical invoice & receipt match:

142 Customer number Y/N Y Y Y

143 Invoice number/amount Y/N Y Y Y

144 Invoice date Y/N Y Y Y

145 Receipt number/amount Y/N Y Y Y

146 Receipt date Y/N Y Y Y

147 cheque number Y/N Y Y Y148 cheque generation date Y/N N Y N

149 Bank name/data Y/N Y Y N

150 Match date Y/N N Y N

151 Payment method Y/N Y Y N

152 Inputs/validates employee receivables Y/N N N N

153 Multiple addresses for a customer (how many?) Size 9,999 Unlimited Unlimited

154 User defined fields (how many?) Size Unlimited Unlimited Unlimited

155 Matching/Application of receipts to invoices Y/N Y Y Y

156 Full validation of all fields regardless of errors Y/N Y Y Y

157 Maintains user table of G/L A/R codes for validation Y/N Y Y Y

158 Defaults customer master data upon enter invoices Y/N Y Y Y

159 Multiple distributions on cash receipts or A/R invoice Y/N Y Y Y

160 Automatic application of cash receipts to receivables:

161 Customer number Y/N Y Y Y

162 Customer name Y/N Y Y Y163 Invoice number Y/N Y Y Y

164 Adjustment entry allowed with security Y/N Y Y Y

165 Applies debit/credit memo (non-invoice) to overall balance Y/N Y Y Y

166 Debit/credit memos reference original invoice Y/N Y Y Y

167 Reason codes for debit/credit memo Y/N Y Y Y

168 Recalculates applicable taxes for debit/credit memo Y/N Y Y Y

169 Recurring entries for multiple accounting periods Y/N Y Y Y

170 A/R zero balance invoices purged upon prior months history Y/N Y Y Y

171 User definable aging buckets (how many?) Size 5 5 5

172 Historical revenue data retrievable for comparison Y/N Y Y Y

173 Closed items remain intact for user definable periods Y/N Y Y Y

174 Multiple companies maintained with intercompany txns Y/N Y N Y

175 Accounts for the following revenue:

176 Cash receipts Y/N Y Y Y

177 Revenue earned and billed Y/N Y Y Y178 Revenue earned, not billed Y/N Y N Y

179 Reconciles daily postings to customer accounts to cash received Y/N Y N Y

180 Customer Statements:

181 Supports cycle statement processing Y/N Y Y Y

182 Specifies cut-off date for items included in statement Y/N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

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ERP Software Selection Guide Product Data Sample Page 10

Ref Software Supplier Field Supplier 1 Supplier 2 Supplier 3

Software Product Type  Product 1 Product 2 Product 3

4 Outside processing Y/N Y Y Y

5 Material overhead Y/N Y N Y

6 Labour overhead Y/N Y Y Y

7 Value added this level Y/N RW Y Y

8 Total cost Y/N Y Y Y

9 Number of cost types (key) Size 6 N 4

10 Standard Cost (system maintained) Y/N Y Y Y11 Actual Cost (system maintained) Y/N Y Y Y

12 Average Cost (system maintained) Y/N Y Y Y

13 Flexible Budget (system maintained) Y/N Y Y N

14 Activity based costing Y/N Y N Y

15 Current Engineering (system maintained) Y/N Y N N

16 Current Manufacturing (system maintained) Y/N Y N Y

17 User defined/parameter driven cost (eg..., last year's) Y/N Y Y N

18 Cost generation modes:

19 Regenerative Y/N Y Y Y

20 Selective Y/N Y Y Y

21 Optional inclusion of:

22 Scrap Y/N Y Y Y

23 Yield Y/N Y N N

24 Shrinkage Y/N Y N N

25 Rollup selectable by cost type Y/N N Y N

26 Rollup selectable by part number Y/N Y N Y

27 Rollover selectable by cost type Y/N Y Y N

28 Reports:

29 Costed single level bill of material Y/N Y Y Y

30 Costed multi level bill of material Y/N Y Y Y

31 Cost summary Y/N Y Y Y

32 Cost comparison Y/N Y Y Y

33 Product cost sheet Y/N Y Y Y

34 Cost change report Y/N RW Y RW

35 Cost analysis exceptions Y/N Y Y RW

36 Cost generation exceptions Y/N Y Y RW

37 Item cost data Y/N Y Y Y

PP PARTNER PRODUCTS

The above features and functions relate to the core

software product being surveyed. Alternate functional

solutions to specific areas may be found in associated

 partner products. The following partner products have

 proven interfaces with the core software product.

1 Advanced Planning & Scheduling List

2 Advanced Warehouse Management List

3 CAD/CAM List Autocad

4 Customer Relationship Management List Goldmine MS CRM

5 Distribution Resource & Reqts Planning List

6 E-Commerce List

7 EIS/Business Intelligence List Cognos

8 Fixed Assets List

9 Forecasting ListBTA - SyteLine

Statistical Forecasting ForecastPro

10 Laboratory Information Management List

11 Maintenance Management List SSS - FS+

12 Payroll & HRM List Micropay

13 Product Data Management List

14 Project Management and Control List MS Project

15 Quality Assurance List RSVP - QCS

16 Reporting Tools List Progress

17 Transportation List

END OF CHECKLIST

Copyright 2004 Homer Computer Services Pty Ltd