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

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 1
Supplier 3 Product 3

This sample contains data from 3 products and 11 sections of the 28 sections in the guide.
GEN 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 SA 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 GENERAL Product Revision Level Multi Company capability Multi language Multi currency VAT/GST support Exchange rates Multi-location, multi-warehouse stock control Multi plant (company) capability Manufacturing modes: Job Shop Batch Repetitive Continuous Flow Project Make to Stock Make to Order Assemble to Order Engineer to Order Discrete manufacturing Process manufacturing Local technical support in Australia Local tech support in Asia-Pacific (outside Australia) Local technical support in Europe Local technical support in USA Courses offered (on-site & local office) Modification support by vendor SOFTWARE ARCHITECTURE Hardware/Operating Systems - Host/ Server Microsoft Windows NT/2000 IBM AS/400 UNIX platforms Hardware/Operating Systems - Client Microsoft Windows 95/98 Microsoft Windows NT/2000 IBM AS/400 UNIX platforms Multi user (system-wide) Maximum number of users in update mode Database manager(s) Primary Others supported (list) ODBC (Open Data Base Connectivity) Program language(s) Data import/export to external file format: MS Office Lotus ASCII Other (list) Seamless spreadsheet/word processor integration Report writer (without exiting application) system-wide: Non-technical, ease of use Parameter driven Simulated screen/report layout without exiting User defined sorts Print user headings Suppress headings Define control breaks Sub-total & Total Calculate statistical data Data dictionary reporting User defined menus/screens Screen Inputs: Defaults Tables List Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N V6.1 Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y 5.50 N Y Y Y Y Y N Y Y Y N Y Y Y Y Y Y N Y Y N Y Y Y 3.90 Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size List List Y/N List Y/N Y/N Y/N List Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y N Y Y Y N Y Y Unlimited Progress N Y Progress-4GL/C++ Y Y Y XML, EDI, FTP Y Y Y Y Y Y Y Y Y Y Y Y Y Y

Y N N Y Y N N Y Unlimited Visual fox SQL N Visual fox Y Y Y N Y Y N Y Y Y Y Y Y Y Y Y Y Y User controlled dictionary, all fields and formats useable

Y Y Y Y Y Y Y Y Unlimited C/SIDE SQL Server Y C/AL Y Y Y Excel CSV Y Y Y Y Y Y Y Y Y Y Y Y Y Y

38

Other (list)

List

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 2
Supplier 3 Product 3

39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 SC 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 IM 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

User defined fields: Number reserved for users Dynamic Variety Imaging Support User defined forms: Sales Order Change Sales Order Acknowledgment Invoice Debit/Credit Memo Purchase Order Receiver Receiver Traveler Material Order Release Shipper Bill of Lading Subcontract Order Purchase Requisition Return to Vendor Pick List (Mfg, Purchasing, & Sales) Other (List any others) User defined labels Source document storage Integrated Pictorials Workflow capability Rule-based Triggers by Business Event Drill Down Queries SYSTEM CONTROL Security: System level Module level Screen level Record level Field level Tailoring parameters (all modules) Tailoring screens (all modules) Mass change (system-wide) Mass delete (system-wide) Deferred batch processing support Text: Where used Online help: Field Function Operating procedures pop-up Navigation ease of use: Custom function keys Navigate without menu call Remote diagnostic support ITEM MASTER DATA Length of item number (key) Length of description: Primary Secondary Item types: Standard Pseudo/ Phantom Reference Tooling Resource By-product Co-product Service part Maintenance part Unit of measure: Stocking

Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y

Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y

Unlimited Y Integer, Code, Text, Decimal etc Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y N Y

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y

Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y

Y Y Y Y Y Y Y Y Mass Compression not delete Y Y Y Y N Y Y Y

Size Size Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

30 char 40 char 9,999 lines Y Y Y Y Y Y Y Y Y Y

Unlimited Unlimited Unlimited Y Y Y Y Y Y Y Y Y Y

20, can be changed 50, can be changed 50, can be changed Y Y Y Y Y Y Y Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 3
Supplier 3 Product 3

17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87

Purchase Sales Shrinkage Yield Procurement code (Make/Buy): Manufactured Purchased Subcontract Service/Preventive Maintenance Number of user defined fields Length of field MRP control code MRP planning policy code Order policy modifiers: Minimum quantity Maximum quantity Multiple quantity Minimum days supply Maximum days supply Safety stock quantity Reorder point logic Item status code Drawing number reference Drawing size reference Y-T-D values: Purchased Sold Usage Rejected Sales order policy ABC classification code Analysis calculation based upon: unit cost total cost lead time % usage Y-T-D usage Automatic update option Exception Codes: Planner code Buyer code Sales Administrator code Cost analyst code Product group code Commodity code Substitute part number Auto display with primary shortage Substitution rules Substitution effectivity Inventory (G/L) account number Document number Associates jobs top-to-bottom (multilevel pegging) Lead time: Pick Setup Queue Run Wait Move Lead time override Dock-to-stock Vendor Planner Buyer Reports: Item master listing by item number Item master listing by description Missing data exceptions Product lead time display Parts catalogue Lead time review

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y Y Y Y Y Unlimited Various Y Y Y N Y Y N Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y N Y Y Y N N Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y RW Y Y Y

Y Y Y N Y Y Y Y Unlimited Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y N N Y Y Y Y Y Y Y N Y Y Y Y N N Y Y Y Y Y Y

Y Y Y N Y Y Y Y Unlimited 250 (for text) Y Y Y Y Y Y N Y Y Y Y Y Y Y Y N Y N N N N N N N N N N N N N Y Y N N Y Y Y Y Y Y Y Y Y Y Y Y N N Y Y N N N N

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 4
Supplier 3 Product 3

BOM BILL OF MATERIALS 1 Number of levels supported 2 Engineering change management: 3 Date effectivity MRP planning logic 4 Add in date/add out date 5 Use up effectivity MRP planning logic 6 Serial number effectivity MRP planning logic 7 Automatic revision maintenance (update) 8 Automatic history retention 9 Approval routing 10 Implementation task sequencing (ECN) 11 Projected cost impact 12 Configuration management: 13 Manufacturing bill 14 Engineering bill (separate from manufacturing bill) 15 Current manufacturing level 16 Current engineering level 17 As-Built 18 As-Planned 19 Change implementation exception tracking 20 History reporting 21 Find number reference 22 Component types: 23 Standard 24 Pseudo (phantom) 25 Reference 26 By-products 27 Co-products 28 Optional 29 Resource 30 Tooling 31 Reference designators 32 Component lead time offset 33 Decimal quantities 34 Work centre/operation material consumption 35 Scrap factor 36 Copy Bill of material (same-as-except) 37 Mass change 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 Which fields? Mass Delete Scaling factor: Fixed Linear Range As required Length and Width Group Technology Inquiries: Single/Multi level BoM Single/Multi level where used End item by contract Reports: Single/Multi level BoM Single/Multi level where used End item by contract Summarised parts list Pending engineering changes Engineering change history Loose item exceptions Dangling relationships exceptions User library report writer Text (Maximum lines/characters)

Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N List Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size

99 Y Y N N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Material Y Y Y N N Y Y Y Y Y Y Y Y Y Y Y RW RW Y 9,999 / 40char

Unlimited Y Y N N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Any/all - user controlled dictionary Y Y Y N N Y N Y Y Y Y Y Y Y Y Y Y Y N Unlimited

50, can be changed Y Y N Y Y Y Y N Y Y N Y N Y N N Y N Y Y N Y Y Y Y Y N Y Y Y Y Y Y Item number, type, quantity Y Y Y N N Y Y Y Y N Y Y N Y Y Y N N N 250 ch, unlimited lines

MPS MASTER PRODUCTION SCHEDULING 1 Planning bill of materials: 2 Single level 3 Multi level 4 Other (phantom, contract, etc.) 5 Master schedule at any level

Y/N Y/N Y/N Y/N

Y Y Y Y

Y N Y Y

Y Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 5
Supplier 3 Product 3

6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53

Liquidity Planning Integrated with Material Planning and Sales Order Entry Real-time Available-to-Promise Schedules: Build schedule Ship schedule Spares management Combined schedules Weeks of supply planning Rate based schedules Seasonal planning Customer order pegging Automatic customer order consumption Planning family Product Time fences: Demand Planning Projected available balance logic: Forecast only Customer orders only Greater of forecast and customer orders Production/S&OP planning: S&OP planning family Reconciling business plan to MPS to S&OP plan Effect of change on profit margin reporting Cash flow projections New Product Introduction Cumulative lead time display Simulation capability Based upon resource constraints what can be built?: Available components Available resources Graphing: Forecast vs MPS Booked vs Forecast Booked vs MPS Rough cut capacity planning Forecasting logic: Forecast consumption Forecast unit of measure Advanced modelling Forecast modelling interface Reports: Master schedule report Costed master schedule Master schedule exceptions Report totals

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

N Y Y Y Y Y Y Y Y N Y Y Y Y Y N Y Y Y Y N N RW Y Y Y Y Y RW RW RW Y Y N Y Y Y RW Y Y

N Y Y Y Y Y Y Y N Y Y Y Y Y Y Y N N Y N N N N N Y N N Y Y Y N N Y N N Y Y N N N

N Y Y Y N N N Y N N Y Y Y Y Y Y Y Y Y Y Y N N N N N Y Y Y RW N N Y Y Y N N Y N Y N

MRP MATERIAL REQUIREMENTS PLANNING 1 Requirements generation mode: 2 Regenerative 3 Net change 4 Asynchronous 5 Real-time net change (all levels) 6 Simulated mode to predict "what can be built" 7 Transaction Triggered MRP 8 Top to bottom planning 9 Level by level planning 10 Bucketless 11 Real-time cumulative lead time generator 12 Lead time offsets 13 Full level pegging (MRP by contract) 14 Engineering change based 15 MRP Policy: 16 Discrete (Lot for Lot) 17 Period order quantity 18 Least unit cost 19 Least total cost 20 Order point logic 21 Supply/demand analysis

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y N Y(APS) Y(APS) Y(APS) Y Y Y Y Y Y(APS) Y Y Y N N Y Y

Y Y Y Y N Y Y N Y Y Y Y Y Y Y N N Y Y

Y Y N Y Y Y Y Y Y Y Y Y Y Y Y N N Y N

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 6
Supplier 3 Product 3

22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 CRP 1 2 3 4 5 6 7 8 9 10 11 12 AR 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

Online pegging of supplies/demands By-product logic Frozen order logic Scheduling workbench Feasibility management Auto reschedule Cost of impact Rate based scheduling logic (work-orderless) Firm planned orders MRP Outputs: Vertical MRP format Horizontal MRP format Costed MRP Projected actions Paperless MRP CAPACITY REQUIREMENTS PLANNING Flexible period definition Planned and firm load Backward load scheduling (infinite) Forward load scheduling (finite) Resource analysis by labour code Overload exception reporting Project jeopardy reporting (multi level) Reports: Capacity requirements plan Excess load exceptions Short interval forward schedule Report totals ACCOUNTS RECEIVABLE Automatic invoice loading Automatic calculation & assignment of invoice number Cash receipts Manual invoice entry Invoice adjustments User defined codes: Total number Tax rates Salesperson Customer classifications Other (list) Automatic recurring invoices Aged and projected receivables Variable time period aging Split distribution processing Cheque and credit memo processing Multiple bank account tracking (number) Calculation of service charges/late fees Enter freight by exception before invoicing Integrated with: General ledger Inventory Sales order entry Accounts payable Custom messages: Regular orders Special orders Debit & credit memos Invoicing of drop ship orders triggered by: Vendor shipment notification Customer notification of delivery receipt Stores and reports future dated invoices Maintains tax & sales amounts separately Handles geographic tax rqmt differences Inhibits deletion of customers with open orders Allows discount entered on a payment to override Audit exception logged Allows input from more than one period Permits processing multiple simultaneously Auto match & post credit memos to single & multiple invoices

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y Y Y RW Y Y Y Y RW Y Y

Y Y Y Y N N N N Y Y Y Y Y Y

Y Y Y N N N N N Y N N N Y Y

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y Y(APS) Y N Y Y Y Y

N N Y N Y Y N Y Y N Y

Y Y Y Y N Y N Y Y N N

Y/N Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y Y Unlimited Y Y Y Y N Y Y Y Y Unlimited Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y N Y Y Y

Y Y Y Y N Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y N Y

N Y Y Y Y Unlimited Y Y Y N Y Y Y Y Y Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 7
Supplier 3 Product 3

41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111

Reports reflect payments & changes to A/R balance by type: Discounts Adjustments Bad debt Cash receipts Permits cash application credit write-offs Generate bill-backs for unauthorised deductions Manual invoice entry Real-time invoice generation Void cheque routine Foreign currency statements Dunning notices Finance charge flexibility Manual override G/L dist. of payment (security controlled) Single cheque applied to multiple customers Forced discounts allowed Posts: Partial payments Overpayments Non-sufficient funds Late payments Permits posting non-A/R cash receipts Payment processing/adjustments posted realtime Generates monthly/fiscal review of billings (parameter driven): Total billings for the period Special billings Customer capability: Customer data Invoices Receipts Historical data User defined Notifies delinquency charges with override ability: Recommended percent to charge No charge indicator Customer data fields: Customer name Address Total amount due Multiple customer contact names Multiple contact telephone & text Customer Credit rating Date of Credit rating Open item indicator Balance forward indicator Customer billing address Unapplied cash Customer credit limit/hold indicator Credit limit review date Date/amount of last payment Applicable customer tax indicators Multiple customer types Number of Ship-to addresses supported Statement flag Freight flag Backorders allowed flag VAT/GST tax Customer status code Credit code Finance charge flag Finance charge percent Default terms Days late & still accept discount Invoice data fields: Customer number Customer name Invoice creation date Invoice date Sales order date Customer discount code Freight amount

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y 9,999 Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y

Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Unlimited Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y

Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N N Y N Y Y Y N Y Y Y Unlimited Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 8
Supplier 3 Product 3

112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182

Sales tax VAT/GST tax Cost Type of sale Ship-to (how many?) Salesperson Order desk analyst Credit analyst Adjustments Comments (how much?) Contract number Late fees Closed items indicator Net amount due Special handling instructions Special payment instructions Remit-to data Discount terms Follow-up date Line item detail of invoice/credit memo Foreign currency type & amount Data fields maintained for each receipt: Customer number Receipt number/amount Receipt date cheque number/amount cheque generation date Bank name/data Payment method Data fields maintained for historical invoice & receipt match: Customer number Invoice number/amount Invoice date Receipt number/amount Receipt date cheque number cheque generation date Bank name/data Match date Payment method Inputs/validates employee receivables Multiple addresses for a customer (how many?) User defined fields (how many?) Matching/Application of receipts to invoices Full validation of all fields regardless of errors Maintains user table of G/L A/R codes for validation Defaults customer master data upon enter invoices Multiple distributions on cash receipts or A/R invoice Automatic application of cash receipts to receivables: Customer number Customer name Invoice number Adjustment entry allowed with security Applies debit/credit memo (non-invoice) to overall balance Debit/credit memos reference original invoice Reason codes for debit/credit memo Recalculates applicable taxes for debit/credit memo Recurring entries for multiple accounting periods A/R zero balance invoices purged upon prior months history User definable aging buckets (how many?) Historical revenue data retrievable for comparison Closed items remain intact for user definable periods Multiple companies maintained with intercompany txns Accounts for the following revenue: Cash receipts Revenue earned and billed Revenue earned, not billed Reconciles daily postings to customer accounts to cash received Customer Statements: Supports cycle statement processing Specifies cut-off date for items included in statement

Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y 9,999 Y N Y Y 9,999 x 40 Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y N Y N 9,999 Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y 5 Y Y Y Y Y Y Y Y Y

Y Y Y Y Unlimited Y N N N Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Unlimited Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y 5 Y Y N Y Y N N Y Y

Y Y Y Y Unlimited Y Y Y Y Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y N N N N N Unlimited Unlimited Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y 5 Y Y Y Y Y Y Y Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 9
Supplier 3 Product 3

183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 PC 1 2 3

Only open items appear on statement Suppress statement generation by customer Displays accounts receivable balance with txn detail Monthly subledger listing Auto generation of journal entries for interfaces Reports: Aging reports (showing invoice detail) Tax registers Daily cash receipts Consolidated reporting at division, company and corporate Open item report Customer statements with receipts activity, upon request Finance charge register Summary aged trial balance by customer Cash discounts granted summary Cash receipts/adjustments register Customer master by code/name Customer exceeding credit limit exceptions Invoice register Receipt application control Receipt forecast report Customer cash payment turnaround Audit trails Exceptions: Excess/less than invoice Employee receivable Daily cash receipts Daily condition report Shipped not billed orders General ledger distribution Separate txn reports based upon txn type Sales tax billed register Statements by credit region Customer search by: Partial customer number Partial customer name Invoice number Sales order number Customer PO number Supports collection tracking system Statements lists txns in: Invoice date order Due date order Statements reflects run date Customer Credit history: Due dates Terms Last payment date Performance to payment schedule Date account opened Date of last order Past due exceptions/aging Times credit rating request received Avg. purchases per month in prior year Accounts Receivable screen displays: Account has been deleted Unshipped order in suspense exception Return authorisation in file Single customer master shared by several companies Report totals Report writer Print: Invoice Reprint invoice Customer statements Report totals PRODUCT COSTING Cost elements: Material Labour

Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y RW Y Y RW Y Y Y Y Y RW Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y RW N Y Y Y Y Y Y Y Y Y

Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y N Y Y Y N N Y Y Y N

Y Y Y Y Y Y RW RW RW RW RW RW Y RW RW RW RW RW RW RW RW RW N N N N N Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y Y Y

Y/N Y/N

Y Y

Y Y

Y Y

Copyright 2004 Homer Computer Services Pty Ltd

ERP Software Selection Guide Product Data Sample

Ref Software Supplier Software Product Field Type Supplier 1 Product 1 Supplier 2 Product 2

Page 10
Supplier 3 Product 3

4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37

Outside processing Material overhead Labour overhead Value added this level Total cost Number of cost types (key) Standard Cost (system maintained) Actual Cost (system maintained) Average Cost (system maintained) Flexible Budget (system maintained) Activity based costing Current Engineering (system maintained) Current Manufacturing (system maintained) User defined/parameter driven cost (eg..., last year's) Cost generation modes: Regenerative Selective Optional inclusion of: Scrap Yield Shrinkage Rollup selectable by cost type Rollup selectable by part number Rollover selectable by cost type Reports: Costed single level bill of material Costed multi level bill of material Cost summary Cost comparison Product cost sheet Cost change report Cost analysis exceptions Cost generation exceptions Item cost data

Y/N Y/N Y/N Y/N Y/N Size Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N Y/N

Y Y Y RW Y 6 Y Y Y Y Y Y Y Y Y Y Y Y Y N Y Y Y Y Y Y Y RW Y Y Y

Y N Y Y Y N Y Y Y Y N N N Y Y Y Y N N Y N Y Y Y Y Y Y Y Y Y Y

Y Y Y Y Y 4 Y Y Y N Y N Y N Y Y Y N N N Y N Y Y Y Y Y RW RW RW Y

PP

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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. Advanced Planning & Scheduling Advanced Warehouse Management CAD/CAM Customer Relationship Management Distribution Resource & Reqts Planning E-Commerce EIS/Business Intelligence Fixed Assets Forecasting Laboratory Information Management Maintenance Management Payroll & HRM Product Data Management Project Management and Control Quality Assurance Reporting Tools Transportation END OF CHECKLIST

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Autocad Goldmine MS CRM

Cognos BTA - SyteLine Statistical Forecasting SSS - FS+ Micropay MS Project RSVP - QCS Progress

ForecastPro

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