CPA Magazine

2014 ERP Survey

Question

Tier

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Blinco
Systems Inc.

abas
Software

Ability, LLC

AccountMat
e Software
Corporation

Acumatica

Softrak
Systems Inc.

Adept
Business
Systems

3.1

2013

v2.2.0.5

4.1

9.1A

Donna
DeRosa

Jean Gea

Andrew
Bates

Steve Clark

707-7747500 548

425-2849088

604-7363741 119

System information
Vendor name

Version no.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Ned Blinick
416-5108800 234
eblinick@bli
nco.com

Alan Salton Mike Bostick

703-4442500

479-5217527

alansalton@
donnad@ac
steve.clark
jbostick@abi
jeang@acu abates@soft
abascountmate.c
@adept.com
lity585.com
matica.com
rak.com
usa.com
om
.au

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

3rdwave
GCM

www.blinco.
com

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

www.abas- www.ability5 www.accoun www.acumat www.softrak. www.adept.c

usa.com
85.com
tmate.com
ica.com
com
om.au

NA
NA
NA

$2,900
25
$72,500

$100
9
$900

$3,150
20
$63,000

$400
60
$24,000

$3,000
3
$9,000

$4,400
40
$176,000

NA

0.25

0.25

0.5

NA

$72,500

$225

$15,750

$24,000

$4,500

$176,000

NA

$145,000

$1,125

$78,750

$48,000

$13,500

$352,000

$4,200

$1,440

NA

$3,600

$200

NA

NA

20
$84,000

25
$36,000

NA
NA

10
$36,000

60
$12,000

NA
NA

NA
NA

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

0.25

NA

0.25

NA

NA

$21,000

$108,000

NA

$9,000

$12,000

NA

NA

$383,676

$258,718

NA

$164,433

$63,382

NA

NA

19

3,300

19

5,000

150

5,000

NA

3,300

19

3,500

150

5,000

NA

Previous year revenue - all

systems - in Millions ($)

NA

$92

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

$92

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

$95

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

$95

NA

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Secondary
Primary
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
N/A

N/A
Secondary
Primary

Secondary
Primary
N/A

Primary
Secondary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

Secondary
Primary
Secondary

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary

Primary

Secondary

Secondary

Secondary

N/A

Secondary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Secondary

Primary

Secondary

Secondary

Secondary

Secondary

N/A

None
None
None
None

Partial
Full
Full
Full

None
None
None
None

Full
Full
None
None

Full
Partial
None
None

Partial
Partial
None
None

Partial
Full
Partial
Partial

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Full
Full
Full
Full
Full
Full
Partial
Partial
Full
Full
None
Full
Full
Full
Full
Partial
None
Full
Partial
None
Full
Partial
None
None
Full
Full

None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting
None
None
None
Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
Full
None
None
None
Partial
None
Partial
Full
None
None
Full
None

None
None
None
Full
Partial
None
None
Full
None
Full
None
None
None
Partial
None
None
Full
None
None
None
Partial
None
None
Partial
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None

Partial
None
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Full
None
Partial
Partial
Full
Partial

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Full
Partial
None
None
Full
Partial
Full
Full
Full
Full
Full
Full
None
Partial
Full
None
Full
Full
None
Full
Full
Full
Partial
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting
Full
None
Full
None
Full
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
Partial
None
None
None
None
Full
None

Full
Full
None
Full
Full
None
None
None
Full
None
Full
None
None
Full
Full
None
Full
None
None
None
Partial
None
None
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
None
None
None
None
Full
None

Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
Full
None
None
None
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting
Full
Full
None
None
None
None
None
Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
Full
None
None
None
Full
None
None
Full

Full
Partial
None
None
None
None
None
Full
Partial
None
None
None
None
Full
Full
Partial
None
Full
None
None
Full
None
None
None
Partial
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
None
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Full
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Full
None
None
Full
Full
None
None
Full
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting
None
None
Full
None
Full
None
Full
None
Full
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
Partial
None
None
None
None

None
None
None
None
Full
Full
None
Full
Full
None
None
None
Full
None
Full
None
None
Full
None
None
Full
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Full
Partial
Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

United States
Vietnam

Full
None

Full
Full

Full
None

Full
None

Full
Partial

Full
None

Partial
Partial

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Full
None
Full
Full
None
None
None
None
None
None
Full
Partial

Full
Full
Full
Full
Full
Full
None
Full
None
None
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

Full
Full
None
Full
Full
None
None
None
Full
None
None
None
Full

Full
Partial
Partial
Full
Full
None
None
None
Partial
None
None
Partial
Full

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

N/A

Minimal

N/A

Primary

Minimal

Some

Minimal

N/A
N/A
N/A
Primary
Primary

Some
Minimal
Secondary
Primary
Primary

N/A
N/A
N/A
Primary
N/A

Primary
Primary
Primary
Primary
Primary

Minimal
Some
Minimal
Primary
Primary

Some
Minimal
Secondary
Some
Primary

Secondary
Secondary
Some
Secondary
Primary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Primary

Some

N/A

Primary

Secondary

Some

Some

Secondary

Some

N/A

Primary

Some

Some

Primary

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Primary

Primary
Secondary

Secondary
Secondary

Secondary
Some

N/A

N/A

N/A

Secondary

Minimal

Some

Primary

54 Professional, scientific,
and technical services

N/A

Minimal

Some

Secondary

Primary

Primary

Minimal

55 Management of
companies and enterprises

N/A

Minimal

Secondary

Primary

Secondary

Primary

Some

56 Administrative and
support and waste
management and remediation
services

N/A

N/A

N/A

Primary

N/A

Some

Minimal

N/A

N/A

N/A

Primary

Some

Minimal

Minimal

N/A

N/A

N/A

Primary

Some

Secondary

Minimal

71 Arts, entertainment and

recreation

N/A

N/A

N/A

Primary

Some

Secondary

Primary

72 Accommodation and food

services

N/A

N/A

N/A

Primary

Some

Secondary

Primary

N/A

N/A

Some

Primary

Minimal

Primary

Primary

N/A

N/A

N/A

Primary

Minimal

Secondary

Some

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Primary
Primary
N/A
N/A
N/A
Secondary
N/A
N/A
N/A
Primary
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
-

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
-

Primary
Secondary
Secondary
Secondary
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
Secondary
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary

Primary

N/A

N/A

Primary

N/A

Secondary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Secondary

Primary

N/A

Primary

Primary

N/A

N/A

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Primary

Secondary

Primary

Primary

Secondary

Secondary

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Fixed assets

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Multicurrency

In current
release

In current
release

N/A

In current
release

Budgeting and forecasting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

CPA Magazine
2014 ERP Survey
Question

Discrete

Process

Make to stock

Make to order

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

N/A

abas ERP

In current
release

Workaround

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Workaround

Workaround

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

abas ERP

Ability 585

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

Prepared by 180 Systems

3rdwave
GCM

abas ERP

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Ability 585

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Minor
Modification

N/A

3rd party
3rd party
3rd party
using same using same using same
tools and
tools and
tools and
database as database as database as
primary
primary
primary
system
system
system

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Customer relationship
management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Corporate performance
management

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Contact management

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Construction

N/A

3rd party
using same
tools and
database as
primary
system

Not-for-profit

N/A

N/A

Retail

Workaround

3rd party
using
different
tools than
primary
system

Document management

3rd party
using same
tools and
database as
primary
system

Question

Prepared by 180 Systems

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Workaround

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Type ahead/autofill

In current
release

N/A

In current
release

In current
release

Workaround

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Question

User defined help

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

Next Year

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Screens on dual monitors

open at same time without
additional license

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Customization

Add user-defined fields to

screen

Used in report selection and

ordering

Without changing source

code

Prepared by 180 Systems

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Platform for business

partners to extend solution

3rdwave
GCM

N/A

abas ERP

Ability 585

In current
release

3rd party
using
different
tools than
primary
system

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

N/A

Multiple companies

Automatic balancing of
intercompany transactions

In current
release

In current
release

Minor
Modification

In current
release

Purchase order automatically

becomes sales order

In current
release

In current
release

In current
release

In current
release

Share inventory across

separate companies

Prepared by 180 Systems

Minor
Modification

In current
release

Minor
Minor
Modification Modification

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

In current
release

In current
release

Major
Modification

3rd party
using same
tools and
Major
database as Modification
primary
system

CPA Magazine
2014 ERP Survey
Question

Share vendors across

separate companies

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Calculate realized gains and

losses

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Calculate unrealized gains

and losses

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Multiple companies in same

database and each company
can have a different home
currency

Minor
Minor
Modification Modification

In current
release

3rd party
using same
tools and
Major
database as Modification
primary
system

Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Invoice and payment in

different currencies

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

By account code segment

(e.g., department)

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

N/A

Next Year

By employee or by role

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Workflow

Online review and approval

of transactions

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Visual view of business

process

Next Year

In current
release

In current
release

Major
Modification

N/A

N/A

Next Year

Configurable without being a

programmer

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Next Year

N/A

In current
release

Generate emails with link

back to system for approval

Minor
Modification

In current
release

In current
release

Next Year

In current
release

Next Year

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
Minor
database as Modification
primary
system

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

In current
release

Next Year

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Optimized UI for some

functions on Android

Next Year

Next Year

Next Year

In current
release

Next Year

N/A

N/A

Optimized UI for some

functions on Blackberry

N/A

N/A

N/A

In current
release

Next Year

N/A

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

Next Year

N/A

In current
release

Next Year

N/A

In current
release

Multitenant architecture

Next Year

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

SaaS delivery model

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Hosted option

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Browser support

Firefox

Chrome

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Safari

Internet Explorer

3rdwave
GCM

N/A

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Uses same password

security as application

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

Includes graphs

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Includes to-do items

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

Question

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Built-in OLAP cubes

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Based on percentage

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Based on actuals

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Compare (actuals +
commitments) to budgets

3rdwave
GCM

In current
release

Prevent exceeding budget on

Minor
purchase order
Modification

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
Minor
database as Modification
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

Minor
Modification

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

3rdwave
GCM

Minor
Modification

Source acct. can be different

Minor
than target acct.
Modification

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

Minor
Modification

abas ERP

In current
release

In current
release

In current
release

Ability 585

N/A

In current
release

Minor
Modification

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Rows and columns can be

defined

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Minor
Modification

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaround

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

Question

Import budget from Excel

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

Project can be updated by

any financial transaction

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

Compare budget to actual

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Question

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Project accounting

Span fiscal years

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

3rdwave
GCM

N/A

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

3rdwave
GCM

In current
release

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Workaround

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

3rdwave
GCM

abas ERP

Ability 585

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modification

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

3rdwave
GCM

Minor
Modification

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

Minor
Modification

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Fixed assets
Setup

Multiple books

In current
release

In current
release

Depreciation

Straight line

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

Declining balance

In current
release

Half-year convention

3rd party
using
different
tools than
primary
system

abas ERP

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Disposals

Gain/loss calculation

Prepared by 180 Systems

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Partial disposals

3rdwave
GCM

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

abas ERP

Ability 585

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

In current
release

In current
release

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

N/A

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

3rdwave
GCM

N/A

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Back order fulfillment based

on customer priority

In current
release

Minor
Modification

In current
release

Back order fulfillment based

on order date

In current
release

In current
release

In current
release

Back order fulfillment based

on requested ship date

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

Available To promise

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
Minor
database as Modification
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
Minor
Workaround
database as Modification
primary
system

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Date-sensitive view of
inventory demand and supply

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

Workaround

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Data collection

Bar coding

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Based on actuals

EDI supported

Prepared by 180 Systems

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

3rdwave
GCM

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

abas ERP

Ability 585

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

3rdwave
GCM

In current
release

abas ERP

In current
release

Ability 585

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

Put away

Pallet, case and unit put

away

System selects the best

location

In current
release

In current
release

In current
release

Minor
Workaround Workaround
Modification

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

Workaround

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

In current
release

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Minor
Modification

In current
release

In current
release

Minor
Modification

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Next Year

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

RMA tracking

Reason codes

In current
release

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Manufacturing
Type supported

Process (EG food)

Repetitive (EG consumer

electronics)

Make to stock (EG consumer

household goods)

Prepared by 180 Systems

N/A

N/A

N/A

Minor
Modification

In current
release

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Assemble to order (EG

personal computers)

Make to order (EG complex

custom products)

Engineer to order (e.g., ship

building)

MRP

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

abas ERP

In current
release

In current
release

In current
release

Ability 585

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

3rdwave
GCM

Minor
Modification

In current
release

abas ERP

In current
release

Ability 585

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

N/A

In current
release

3rd party
3rd party
using same using same
tools and
tools and
Workaround
database as database as
primary
primary
system
system

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

Scheduling

Generate production orders

Prepared by 180 Systems

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity

of labour and equipment

Based on grouping jobs to

minimize setup

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

abas ERP

In current
release

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Workaround

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Data collection by bar codes

for labour and materials

Record any downtime with

reason code

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

3rdwave
GCM

N/A

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

N/A

In current
release

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

N/A

N/A

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

In current
release

In current
release

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

Colour size matrix for

apparel manufacturing

Next Year

Workaround

N/A

Minor
Minor
Modification Modification

N/A

N/A

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

N/A

N/A

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

N/A

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

N/A

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

N/A

Next Year

N/A

In current
release

In current
release

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Professional services
Flexible invoicing

Can add any text to invoice

Time and material

Fixed fee

Percentage complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

3rdwave
GCM

abas ERP

Minor
Minor
Modification Modification

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
3rdwave
GCM

abas ERP

Ability 585

1 week at a time

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Note field for each

project/day

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Identify overtime

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Question

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Workaround

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Major
Modification

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

N/A

Minor
Minor
Modification Modification

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Could enter time for a

project, phase and task

Different (lower) cost/user

for timesheet and expense
module

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Minor
Modification

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Maximums per day

3rdwave
GCM

N/A

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

abas ERP

Ability 585

Minor
Modification

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

WIP

Maintain WIP history

Generate bill from WIP

Prepared by 180 Systems

Next Year

Next Year

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Write-downs or write-ups

3rdwave
GCM

N/A

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

Workaround

Minor
Modification

Revenue Recognition

Based on hours booked *

rate

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

3rdwave
GCM

N/A

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

N/A

N/A

In current
release

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

3rdwave
GCM

N/A

abas ERP

Minor
Modification

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

N/A

Minor
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Pass through charges from

A/P to client

Charge customer for

equipment usage

Change orders

Construction
Estimating

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

abas ERP

In current
release

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

Minor
Modification

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
Minor
tools and
Workaround
Modification
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Bids online

Bids via spreadsheet

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

N/A

abas ERP

Minor
Modification

In current
release

Minor
Modification

Minor
Modification

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

Billing

By % complete

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

By milestone

3rdwave
GCM

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Minor
Modification

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
Minor
database as Modification
primary
system

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Track service history by

serial no.

Generate quote for customer

Generate work order

Generate invoice for work

done and inventory used

Prepared by 180 Systems

3rdwave
GCM

N/A

N/A

N/A

N/A

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

3rd party
using same
tools and
Minor
database as Modification
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

N/A

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
Minor
tools and
Modification database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Self service by client

Check status

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
Minor
tools and
Modification database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
Minor
tools and
Minor
Modification database as Modification
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Human Resources
Recruitment

Web based

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

3rdwave
GCM

abas ERP

N/A

3rd party
using
different
tools than
primary
system

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval

on change of certain
information

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

3rdwave
GCM

abas ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

abas ERP

Ability 585

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

N/A

Workaround

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Track performance review

process - dates, ratings

3rdwave
GCM

abas ERP

N/A

Workaround

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Ability 585

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Benefit Administration

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

3rdwave
GCM

N/A

N/A

abas ERP

Workaround

Workaround

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

3rdwave
GCM

Minor
Modification

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Change Control

Optionally check in and out

3rd party
using same
tools and
database as
primary
system

Email alerts if changed

3rd party
using same
tools and
database as
primary
system

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

3rdwave
GCM

In current
release

abas ERP

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Show status of document

3rdwave
GCM

In current
release

abas ERP

In current
release

Ability 585

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Search

Search on file names

3rd party
using same
tools and
database as
primary
system

Search for embedded text

3rd party
using same
tools and
database as
primary
system

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

Minor
Modification

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

3rdwave
GCM

abas ERP

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Contact Management

N/A

In current
release

In current
release

Sales force automation

N/A

In current
release

Minor
Modification

Search for key words

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Marketing automation

Service management

3rdwave
GCM

abas ERP

Ability 585

N/A

In current
release

Minor
Modification

N/A

In current
release

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

Minor
Modification

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes

a link to secure customer
portal

Customer can check order

status online

Link to carrier's website and

view status of shipment based
on tracking no.

3rdwave
GCM

Next Year

Next Year

Next Year

abas ERP

In current
release

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modification

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

3rdwave
GCM

In current
release

In current
release

abas ERP

In current
release

In current
release

Ability 585

AccountMa Acumatica
Adagio
Adept ERP
te for SQL Cloud ERP Accounting

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Deltek

Aplicor

Apprise
Software

7.1

7.4

Brian
Siefkes

Suzanne
Kramer

503-6885773

561-3470300 1118

System information
Vendor name

Version no.

Aquilon
Aria
BizAutomati
Software Inc Systems Inc.
on.com

3.5

4 XP

Q3-2014

Blue Link
Associates
Limited

13

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

David Krieg Philip Patton

610-9913900

604-3174339

Omar
Ramadan
212-7141334

Carl Zaldivar Mark Canes

310-9878618

905-6600599 223

brian.siefkes
David.Krieg
marketing@ carl@bizaut
skramer@ap
phil.patton@
mark@blueli
@axium.co
@apprise.co
ariasystems. omation.co
licor.com
aquilon.biz
nk.ca
m
m
biz
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

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www.aquilon
http://www.b
www.axium. www.aplicor. www.apprise
www.ariasys
www.bluelin
software.co
izautomatio
com
com
.com
tems.biz
kerp.com
m
n.com

$450
40
$18,000

NA
NA
NA

NA
NA
NA

$2,000
8
$16,000

$3,000
10
$30,000

NA
NA
NA

$1,250
15
$18,750

NA

NA

1.25

0.5

NA

1.25

$18,000

NA

NA

$20,000

$15,000

NA

$23,438

$36,000

NA

NA

$36,000

$45,000

NA

$42,188

$393

NA

NA

$800

$600

$850

$1,000

40
$15,720

NA
NA

NA
NA

8
$6,400

5
$3,000

15
$12,750

10
$10,000

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NA

NA

0.25

0.25

1.5

Average implementation
costs - year one ($)

$15,720

NA

NA

$19,200

$750

$3,188

$15,000

NPV over 5 years (discount

rate of 5%) ($)

$83,031

NA

NA

$45,994

$13,703

$58,237

$57,580

2,200

NA

NA

106

NA

2,000

580

2,200

NA

NA

106

NA

2,000

555

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

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N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
Primary

Secondary
Primary
Primary

N/A
N/A
N/A

N/A
Secondary
Primary

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Secondary
Primary
Secondary

Secondary
Primary
Primary

Secondary
Primary
Primary

N/A
Primary
Secondary

N/A

Secondary

N/A

Secondary

Secondary

Secondary

N/A

Revenue $10M to $200M or

customer employees 50-500

N/A

Secondary

N/A

Primary

Primary

Primary

Secondary

Revenues < $10M or

employees < 50

N/A

Primary

N/A

Primary

Primary

Primary

Primary

None
None
None
None

None
None
None
None

None
Full
Full
Full

None
None
None
None

Partial
None
Partial
Partial

None
Full
None
None

None
Partial
None
None

Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K
Annual budget for software as
a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500

Geography
Local support
Africa
Australia
Austria
Belgium

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Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

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None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
None
Full
Partial
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
None
Partial
Full
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
Partial
None
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

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None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
Full
Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
None
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Partial
Partial
None
None
Partial
Partial
Partial
Partial
Partial
None
Partial
Partial
None
None
Partial
Partial
Partial
Partial
None
None
Partial
None
Full
Full
None

None
None
Full
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

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None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
Full
Full
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Partial
Partial
Partial
None
Partial
Full
None
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
None
None
Partial
None
Partial
None
None
None
None

None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

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None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
None
Partial
Full
Partial
None
None
None
None
Partial
None
None
Partial
None
Partial
Partial
None
None
Partial
Partial
Partial
Partial
None
None
Partial
None
Full

None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

CPA Magazine
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United States
Vietnam

Full
None

Full
None

Full
None

Full
None

Full
None

Full
None

Full
None

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
None
None
Full
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
Full
None
Full
Full
Full
None
None
None
None
None
None
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

Full
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
None
None
None
Partial

N/A

N/A

N/A

Primary

N/A

Some

N/A

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Minimal
Primary

N/A
N/A
N/A
Secondary
Primary

Primary
Minimal
Some
Primary
Primary

N/A
N/A
N/A
Primary
Primary

Minimal
Some
Secondary
Primary
Primary

N/A
N/A
Minimal
Minimal
Primary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

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N/A

Primary

N/A

Secondary

Secondary

Primary

Secondary

N/A

N/A

Primary

Secondary

Primary

Primary

N/A

N/A
N/A

N/A
N/A

N/A
N/A

Some
Some

N/A
N/A

Primary
Primary

N/A
N/A

N/A

N/A

N/A

Minimal

N/A

Primary

N/A

54 Professional, scientific,
and technical services

Primary

Secondary

N/A

Secondary

N/A

Primary

Some

55 Management of
companies and enterprises

N/A

N/A

N/A

Secondary

N/A

Primary

N/A

56 Administrative and
support and waste
management and remediation
services

N/A

N/A

N/A

Some

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

71 Arts, entertainment and

recreation

N/A

N/A

N/A

N/A

N/A

Primary

N/A

72 Accommodation and food

services

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

Some

N/A

Primary

Some

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

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Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

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Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
-

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
N/A
N/A
Secondary
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary

Primary

Secondary

N/A

Primary

Primary

N/A

Primary

N/A

Primary

Primary

Primary

N/A

Primary

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Secondary

N/A

Secondary

N/A

Primary

N/A

N/A

On premises (software is
installed and run on
customer's hardware)

Primary

N/A

Primary

Primary

Primary

N/A

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Secondary

Primary

Primary

Primary

N/A

Primary

Question

Mac OS (without Web

browser)
Software delivery

Applications
Financial

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General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

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Question

Fixed assets

Multicurrency

Budgeting and forecasting

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N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

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Inventory

Purchase order

Warehouse management

Manufacturing

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N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

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Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Discrete

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Process

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Make to stock

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Make to order

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Service management

N/A

N/A

N/A

Workaround

N/A

In current
release

In current
release

Professional services
automation

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

In current
release

In current
release

Question

Other

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

Ajera

Aplicor
Cloud
Suite 7

In current
release

N/A

N/A

In current
release

N/A

Prepared by 180 Systems

N/A

N/A

N/A

Apprise

Aquilon
ERP

Workaround Workaround

N/A

N/A

N/A

In current
release

Next Year

N/A

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Contact management

Customer relationship
management

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Business intelligence

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Corporate performance
management

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Construction

N/A

N/A

N/A

Workaround

N/A

In current
release

N/A

Not-for-profit

N/A

N/A

N/A

Workaround

N/A

In current
release

N/A

Retail

N/A

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Question

Document management

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system

N/A

Workaround Workaround

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Type ahead/autofill

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

User defined help

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Workaround

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

Question

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Screens on dual monitors

open at same time without
additional license

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Customization

Add user-defined fields to

screen

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Without changing source

code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

Next Year

In current
release

N/A

N/A

Automatic balancing of
intercompany transactions

In current
release

Next Year

In current
release

In current
release

In current
release

Major
Modification

In current
release

Purchase order automatically

becomes sales order

Next Year

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Question

Platform for business

partners to extend solution

Multiple companies

Share inventory across

separate companies

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Share vendors across

separate companies

Multiple companies in same

database and each company
can have a different home
currency

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Workaround

N/A

N/A

In current
release

In current
release

In current
release

Major
Modification

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

By company

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

N/A

In current
release

N/A

Workaround

Major
Modification

N/A

Question

Invoice and payment in

different currencies

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By account code segment

(e.g., department)

By employee or by role

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

Workflow

Online review and approval

of transactions

Alerts on pending and late

activities

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Visual view of business

process

In current
release

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Configurable without being a

programmer

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Generate emails with link

back to system for approval

In current
release

N/A

N/A

Workaround

In current
release

Major
Modification

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Optimized UI for some

functions on Android

Optimized UI for some

functions on Blackberry

Optimized UI for some

functions on Microsoft
Windows Phone

Ajera

In current
release

N/A

Aplicor
Cloud
Suite 7

N/A

N/A

Apprise

In current
release

In current
release

Aquilon
ERP

In current
release

In current
release

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Cloud ready
Multitenant architecture
SaaS delivery model

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Firefox

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Chrome

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Question

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Safari

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Internet Explorer

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Uses same password

security as application

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

Dashboards

Includes metrics

Includes graphs

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Includes to-do items

Configurable without a
programmer

Ajera

In current
release

In current
release

Aplicor
Cloud
Suite 7

N/A

N/A

Apprise

In current
release

In current
release

Aquilon
ERP

N/A

In current
release

Aria 4 XP
ERP

N/A

N/A

BizAutoma
tion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

OLAP

Create OLAP cubes

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Built-in OLAP cubes

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Financial
Analysis codes / reporting
structure
Attach analysis codes to
general ledger account
segments. For example, attach
a region code to an account
segment for office

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

In current
release

N/A

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

Based on percentage

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modification

Based on actuals

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Compare (actuals +
commitments) to budgets

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Prevent exceeding budget on

purchase order

Next Year

N/A

N/A

N/A

N/A

Workaround

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Foreign currency translation

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

In current
release

Source acct. can be different

than target acct.

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Question

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

N/A

N/A

In current
release

Workaround

In current
release

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Multiple budgets

Next Year

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Compute budget using

formula

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Exported data is formatted

and includes formulas

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Import budget from Excel

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Project accounting

Project can be updated by

any financial transaction

Compare budget to actual

Span fiscal years

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Multiple levels of approval

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Escalation rules

N/A

N/A

N/A

Workaround

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Question

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

N/A

Workaround

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

Ajera

In current
release

N/A

N/A

N/A

Aplicor
Cloud
Suite 7

N/A

N/A

N/A

N/A

Apprise

N/A

Aquilon
ERP

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Aria 4 XP
ERP

N/A

N/A

Workaround

N/A

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Ajera

N/A

N/A

Aplicor
Cloud
Suite 7

N/A

N/A

Apprise

N/A

N/A

Aquilon
ERP

In current
release

In current
release

Aria 4 XP
ERP

N/A

N/A

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Audit trail

Track changes/versions

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

Workaround

N/A

In current
release

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Declining balance

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

Workaround

N/A

In current
release

Half-year convention

N/A

N/A

N/A

Next Year

Workaround

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Question

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Next Year

N/A

In current
release

In current
release

N/A

N/A

N/A

Workaround

In current
release

In current
release

Workaround

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Track all work done on asset

N/A

N/A

N/A

Workaround

N/A

N/A

N/A

Schedule maintenance

N/A

N/A

N/A

Workaround

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Back order fulfillment based

on customer priority

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Back order fulfillment based

on order date

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based

on requested ship date

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Question

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

Next Year

In current
release

In current
release

In current
release

Workaround

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Pallet, case and unit put

away

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

System selects the best

location

N/A

N/A

In current
release

Workaround

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Question

System directs pickers to

location in warehouse

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Manufacturing
Type supported

Process (EG food)

Repetitive (EG consumer

electronics)

Make to stock (EG consumer

household goods)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Assemble to order (EG

personal computers)

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Make to order (EG complex

custom products)

N/A

N/A

In current
release

In current
release

In current
release

Minor
Modification

N/A

Engineer to order (e.g., ship

building)

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Question

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Ajera

N/A

N/A

Aplicor
Cloud
Suite 7

N/A

N/A

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Scheduling

Generate production orders

Prepared by 180 Systems

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity

of labour and equipment

Based on grouping jobs to

minimize setup

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

Ajera

N/A

N/A

N/A

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Data collection by bar codes

for labour and materials

Record any downtime with

reason code

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

Ajera

N/A

N/A

N/A

Aplicor
Cloud
Suite 7

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
Minor
tools and
Modification database as
primary
system

N/A

N/A

N/A

Apprise

Aquilon
ERP

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

N/A

N/A

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Colour size matrix for

apparel manufacturing

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Engineering change
management

N/A

N/A

N/A

N/A

N/A

Multisite production - plan

across locations

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Question

Configurator

Prepared by 180 Systems

Workaround Workaround

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Can add any text to invoice

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Fixed fee

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Percentage complete

In current
release

N/A

N/A

In current
release

N/A

In current
release

Minor
Modification

Question

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

In current
release

N/A

In current
release

Minor
Modification

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

1 week at a time

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Note field for each

project/day

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Identify overtime

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Question

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Can enter off-line and

synchronize

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Can prepopulate timesheet

based on project assignments

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

PDA-enabled

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Could enter time for a

project, phase and task

Different (lower) cost/user

for timesheet and expense
module

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Minor
Modification

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Maintain WIP history

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Generate bill from WIP

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modification

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

Workaround

N/A

N/A

In current
release

Based on % complete

In current
release

N/A

N/A

In current
release

N/A

In current
release

Minor
Modification

Subscription revenue is
deferred and recognized
monthly

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

Question

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

N/A

N/A

N/A

N/A

N/A

Minor
Modification

Electronic approval of
timesheets and expense
reports

In current
release

N/A

N/A

N/A

N/A

Minor
Modification

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

N/A

N/A

N/A

N/A

Minor
Modification

N/A

Question

Based on milestone
complete

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Workaround

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

BizAutoma
tion.com

Blue Link
Elite

Minor
Workaround
Modification

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Pass through charges from

A/P to client

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

Charge customer for

equipment usage

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

N/A

N/A

N/A

N/A

Question

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Estimates based on building

statistics such as no. of suites
and historical rates

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Bids online

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Bids via spreadsheet

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Generate schedule based on

start date, lag time between
activities and dependencies

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Update schedule as work

gets completed

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Question

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Generate quote for customer

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Generate work order

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Manually assign resources

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Automatically assign
resources based on skills and
availability

N/A

N/A

N/A

N/A

N/A

N/A

Workaround

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Question

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Pictures attached to
employee and available for
view by employees that have
access

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Self serve over the Internet

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Question

Automated screening based

on keywords or qualifications

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Maintain history of
compensation and ratings

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Record company assets

including keys, Blackberries,
laptops given out to
employees

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

Generate work flow approval

on change of certain
information

Skills and degrees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Absence approval process

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Eligibility dates for benefits

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

Track performance review

process - dates, ratings

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Employee update courses

online

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Registration for internal

courses by employees

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Question

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Ajera

In current
release

Aplicor
Cloud
Suite 7

N/A

Apprise

In current
release

Aquilon
ERP

In current
release

Aria 4 XP
ERP

In current
release

BizAutoma
tion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

Ajera

N/A

Aplicor
Cloud
Suite 7

N/A

Apprise

N/A

Aquilon
ERP

N/A

Aria 4 XP
ERP

Workaround

BizAutoma
tion.com

Blue Link
Elite

N/A

3rd party
using same
tools and
database as
primary
system

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Show status of document

Ajera

N/A

Aplicor
Cloud
Suite 7

N/A

Apprise

N/A

Aquilon
ERP

N/A

Aria 4 XP
ERP

N/A

BizAutoma
tion.com

Blue Link
Elite

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Next Year

Next Year

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

N/A

In current
release

Next Year

In current
release

3rd party
using same
tools and
database as
primary
system

Contact Management

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Sales force automation

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Search for key words

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Marketing automation

3rd party
using
different
tools than
primary
system

Service management

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

In current
release

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

Order confirmation includes

a link to secure customer
portal

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Customer can check order

status online

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Link to carrier's website and

view status of shipment based
on tracking no.

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Question

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Ajera

Aplicor
Cloud
Suite 7

Apprise

Aquilon
ERP

Aria 4 XP
ERP

BizAutoma
tion.com

Blue Link
Elite

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Bluebee
Software Inc

BST Global

Accountek
Solutions
Inc.

Cincom

4b.09

8.4

7.1

2010

8.36

14

tony matic

Ian
Broadfoot

Pierre Aubin

Stephanie
Seaves

905-2814225

800-6308813

888-4632875

610-9712278 15

System information
Vendor name

Version no.

Corecon
Technologies Pierre Aubin
Inc

Deacom,
Inc.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Denys
Eden ScottDevin Prater
Normandin
Reid
514-3515555 224

813-8863300

888-6785856 227

dnormandin
dprater@bst eden@acco tmatic@cinc ian@meridia sales@ctrl.c seaves@dea
@bluebeeso
global.com untek.com
om.com
ncms.com
om
com.com
ftware.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

www.bluebe
www.bstglob www.accoun www.cincom www.coreco www.ctrl.co
esoftware.co
al.com
tek.com
.com
n.com
m
m

DEACOM
ERP
Software

www.deaco
m.com

$3,000
25
$75,000

NA
NA
NA

$600
10
$6,000

$1,700
75
$127,500

NA
NA
NA

$1,350
12
$16,200

$7,000
20
$140,000

0.75

NA

0.25

NA

0.25

$56,250

NA

$1,500

$127,500

NA

$4,050

$140,000

$131,250

NA

$7,500

$255,000

NA

$20,250

$280,000

$1,200

NA

NA

NA

$720

NA

NA

25
$30,000

NA
NA

NA
NA

NA
NA

3
$2,160

NA
NA

NA
NA

CPA Magazine
2014 ERP Survey
Question

Average implementation
costs / average fees - year one

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

1.5

NA

NA

NA

0.75

NA

NA

$45,000

NA

NA

NA

$1,620

NA

NA

$172,741

NA

NA

NA

$10,895

NA

NA

65

NA

950

2,000

NA

990

115

50

NA

950

100

NA

220

115

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Secondary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
Primary

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
Secondary
Primary

Primary
Primary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
Secondary
Primary

Secondary
Primary
N/A

Primary
N/A
N/A

Secondary

N/A

N/A

Primary

N/A

N/A

Primary

Primary

N/A

N/A

Secondary

Secondary

Primary

Primary

Secondary

N/A

Primary

N/A

Primary

Secondary

N/A

None
None
None
None

Partial
Full
None
None

None
None
None
None

Partial
Full
Full
Partial

None
Partial
None
None

None
None
None
None

None
None
None
None

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

bluebee

None
None
None
Full
None
None
None
None
None
None
Partial
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Partial
None
None
Full
None
Partial
None
None
None
None
Full
Full
None
Partial
None
Full
None
None
None
None
None
None
None
Partial
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

bluebee

Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

bluebee

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

None
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

bluebee

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial

Connected
BST
Accounting
Enterprise
& ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full

None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

United States
Vietnam

Full
None

None
None

Full
None

Full
Partial

Full
None

Partial
None

Full
Full

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Partial
None
None
Full
Full
None
None
Partial
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Some

N/A

N/A

N/A

N/A

Some

N/A

Some
N/A
N/A
Primary
Primary

N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
Primary
Primary

N/A
N/A
Some
Primary
N/A

N/A
N/A
Primary
N/A
N/A

N/A
Primary
Primary
Secondary
Secondary

N/A
N/A
Secondary
Primary
N/A

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Some

N/A

N/A

N/A

N/A

Secondary

N/A

Minimal

N/A

Some

N/A

N/A

Secondary

Secondary

Minimal
N/A

N/A
N/A

N/A
Primary

N/A
N/A

Some
N/A

Primary
Primary

N/A
N/A

N/A

N/A

Some

N/A

N/A

Some

N/A

54 Professional, scientific,
and technical services

N/A

Primary

Primary

Some

Secondary

Primary

N/A

55 Management of
companies and enterprises

N/A

N/A

Primary

N/A

N/A

Primary

N/A

56 Administrative and
support and waste
management and remediation
services

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
-

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
Primary
Primary

Primary

Primary

N/A

Primary

Primary

N/A

Secondary

Secondary

N/A

Primary

Primary

N/A

Primary

Primary

CPA Magazine
2014 ERP Survey
Question

Mac OS (without Web

browser)
Software delivery

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

N/A

Primary

N/A

N/A

Secondary

Secondary

On premises (software is
installed and run on
customer's hardware)

Primary

Primary

Primary

Primary

N/A

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

N/A

N/A

N/A

Primary

Secondary

Secondary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

N/A

N/A

N/A

N/A

N/A

Primary

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

General ledger

Financial reporting

Accounts receivable

Accounts payable

Prepared by 180 Systems

bluebee

In current
release

In current
release

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Fixed assets

bluebee

In current
release

Connected
BST
Accounting
Enterprise
& ERP

Workaround

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Budgeting and forecasting

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

In current
release

Inventory

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Discrete

In current
release

Process

3rd party
using
different
tools than
primary
system

Make to stock

Make to order

Prepared by 180 Systems

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

Minor
Modification

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

bluebee

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Prepared by 180 Systems

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

Workaround

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Workaround

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Contact management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Customer relationship
management

In current
release

In current
release

N/A

Workaround

In current
release

In current
release

In current
release

Business intelligence

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Corporate performance
management

Prepared by 180 Systems

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Construction

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Not-for-profit

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Retail

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

In current
release

Document management

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Type ahead/autofill

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

User defined help

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Screens on dual monitors

open at same time without
additional license

In current
release

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

N/A

Customization

Add user-defined fields to

screen

Used in report selection and

ordering

Without changing source

code

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Platform for business

partners to extend solution

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple companies

Automatic balancing of
intercompany transactions

Purchase order automatically

becomes sales order

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Share inventory across

separate companies

In current
release

N/A

N/A

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Share vendors across

separate companies

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Multiple companies in same

database and each company
can have a different home
currency

In current
release

N/A

N/A

N/A

N/A

Workaround

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

By company

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Invoice and payment in

different currencies

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

By account code segment

(e.g., department)

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By employee or by role
Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Visual view of business

process

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Configurable without being a

programmer

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Generate emails with link

back to system for approval

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Optimized UI for some

functions on Android

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Optimized UI for some

functions on Blackberry

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Optimized UI for some

functions on Microsoft
Windows Phone

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Multitenant architecture

In current
release

N/A

N/A

N/A

N/A

Workaround

N/A

SaaS delivery model

In current
release

N/A

N/A

N/A

In current
release

Workaround

N/A

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

N/A

N/A

N/A

Workaround

N/A

Firefox

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Chrome

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Safari

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

Internet Explorer

In current
release

N/A

N/A

N/A

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Uses same password

security as application

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Includes graphs

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Includes to-do items

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Configurable without a
programmer

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

In current
release

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

In current
release

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Based on percentage

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Based on actuals

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Compare (actuals +
commitments) to budgets

In current
release

Prevent exceeding budget on

purchase order

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

3rd party
using same
tools and
Workaround
database as
primary
system

DEACOM
ERP
Software

Foreign currency translation

In current
release

In current
release

In current
release

In current
release

Source acct. can be different

than target acct.

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Rows and columns can be

defined

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Multiple budgets

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Export actuals to Excel

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

N/A

N/A

N/A

Next Year

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Import budget from Excel

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

In current
release

In current
release

Workaround

Workaround

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Project accounting

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Span fiscal years

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Project subledger (not

tracked in general ledger)

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

bluebee

In current
release

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Wages and benefits

calculated based on rates in
payroll

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Driver-based budgeting

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Next Year

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Summary of changes form

preceding forecast

3rd party
using
different
tools than
primary
system

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Fixed assets
Setup

Multiple books

In current
release

N/A

N/A

In current
release

N/A

Depreciation

Straight line

Prepared by 180 Systems

In current
release

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

bluebee

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

N/A

N/A

Control

In current
release

In current
release

Corecon
Constructi
on
Software

N/A

N/A

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Disposals

Gain/loss calculation

Prepared by 180 Systems

In current
release

N/A

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Partial disposals

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

N/A

In current
release

Back order fulfillment based

on customer priority

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Back order fulfillment based

on order date

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Back order fulfillment based

on requested ship date

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

Minor
Modification

N/A

N/A

N/A

N/A

In current
release

In current
release

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Workaround

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Workaround

Minor
Modification

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

In current
release

Minor
Modification

N/A

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

Workaround

N/A

N/A

N/A

N/A

In current
release

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

Workaround

N/A

N/A

N/A

N/A

In current
release

N/A

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

System directs pickers to

location in warehouse

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Put away

Pallet, case and unit put

away

System selects the best

location

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

In current
release

N/A

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Consolidate requisitions into

purchase orders

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Approval process

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Manufacturing
Type supported
3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

In current
release

In current
release

Repetitive (EG consumer

electronics)

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Make to stock (EG consumer

household goods)

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Assemble to order (EG

personal computers)

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Make to order (EG complex

custom products)

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Engineer to order (e.g., ship

building)

Major
Modification

N/A

N/A

In current
release

N/A

N/A

In current
release

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Based on bill of materials,

inventory availability,
seasonality, trends and orders

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Based on resource capacity

of labour and equipment

Minor
Modification

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Based on grouping jobs to

minimize setup

Minor
Modification

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

N/A

N/A

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Data collection by bar codes

for labour and materials

In current
release

N/A

N/A

Minor
Modification

N/A

In current
release

In current
release

Record any downtime with

reason code

3rd party
using
different
tools than
primary
system

N/A

N/A

Minor
Modification

N/A

N/A

In current
release

Based on PLC
(programmable logic
controller)

3rd party
using
different
tools than
primary
system

N/A

N/A

Minor
Modification

N/A

N/A

In current
release

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

Workaround

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Colour size matrix for

apparel manufacturing

Next Year

N/A

N/A

N/A

N/A

In current
release

N/A

Engineering change
management

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

N/A

In current
release

Multisite production - plan

across locations

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Professional services
Flexible invoicing

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed fee

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Percentage complete

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Can add any text to invoice

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

bluebee

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Next Year

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Next Year

Connected
BST
Accounting
Enterprise
& ERP

In current
release

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Timesheets

1 week at a time

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Note field for each

project/day

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Identify overtime

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Web-based data entry

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

PDA-enabled

N/A

Workaround

N/A

N/A

In current
release

In current
release

In current
release

Can enter off-line and

synchronize

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Can prepopulate timesheet

based on project assignments

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Could enter time for a

project, phase and task

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Maintain WIP history

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Generate bill from WIP

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Write-downs or write-ups

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Revenue Recognition

Based on hours booked *

rate

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

bluebee

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Connected
BST
Accounting
Enterprise
& ERP

In current
release

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Pass through charges from

A/P to client

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Charge customer for

equipment usage

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Estimates based on building

statistics such as no. of suites
and historical rates

N/A

N/A

N/A

N/A

In current
release

Workaround

N/A

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Bids online

N/A

N/A

N/A

N/A

In current
release

N/A

Next Year

Bids via spreadsheet

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

N/A

N/A

N/A

Minor
Modification

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

Update schedule as work

gets completed

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

N/A

In current
release

Next Year

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

Next Year

N/A

N/A

In current
release

Next Year

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

CTRL

DEACOM
ERP
Software

Next Year

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

Question

bluebee

Track service history by

serial no.

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Generate quote for customer

3rd party
using
different
tools than
primary
system

N/A

N/A

Generate work order

3rd party
using
different
tools than
primary
system

N/A

Generate invoice for work

done and inventory used

Prepared by 180 Systems

In current
release

N/A

Corecon
Constructi
on
Software

Control

CPA Magazine
2014 ERP Survey
Question

bluebee

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

In current
release

Connected
BST
Accounting
Enterprise
& ERP

Scheduling / Dispatching

Manually assign resources

3rd party
using
different
tools than
primary
system

Automatically assign
resources based on skills and
availability

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

N/A

N/A

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

bluebee

Next Year

Next Year

Connected
BST
Accounting
Enterprise
& ERP

N/A

N/A

N/A

N/A

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

N/A

Next Year

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Human Resources
Recruitment

Web based

Prepared by 180 Systems

N/A

Workaround

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

bluebee

N/A

Connected
BST
Accounting
Enterprise
& ERP

Workaround

N/A

Control

N/A

Corecon
Constructi
on
Software

N/A

CTRL

DEACOM
ERP
Software

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval

on change of certain
information

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

bluebee

N/A

N/A

N/A

N/A

Connected
BST
Accounting
Enterprise
& ERP

In current
release

In current
release

Workaround

Workaround

N/A

N/A

N/A

N/A

Control

N/A

N/A

In current
release

In current
release

Corecon
Constructi
on
Software

Minor
Modification

Minor
Modification

N/A

N/A

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

N/A

N/A

Workaround

Workaround

N/A

N/A

N/A

N/A

N/A

N/A

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Track performance review

process - dates, ratings

bluebee

N/A

Connected
BST
Accounting
Enterprise
& ERP

Workaround

N/A

Control

N/A

Corecon
Constructi
on
Software

N/A

CTRL

DEACOM
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Benefit Administration

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

N/A

N/A

Workaround

Workaround

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

bluebee

N/A

Connected
BST
Accounting
Enterprise
& ERP

In current
release

N/A

Control

N/A

Corecon
Constructi
on
Software

N/A

CTRL

DEACOM
ERP
Software

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Workaround

N/A

In current
release

Minor
Modification

N/A

N/A

In current
release

In current
release

N/A

In current
release

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

Workaround

In current
release

In current
release

Workaround

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Workaround

N/A

N/A

In current
release

Workaround

In current
release

In current
release

Search on file names

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Search for embedded text

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Contact Management

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

In current
release

In current
release

Sales force automation

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

In current
release

Search for key words

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Marketing automation

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

In current
release

Service management

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Next Year

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

Next Year

Minor
Modification

Next Year

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

Question

bluebee

Order confirmation includes

a link to secure customer
portal

In current
release

N/A

N/A

N/A

N/A

Minor
Modification

In current
release

Customer can check order

status online

In current
release

N/A

N/A

N/A

In current
release

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Link to carrier's website and

Minor
view status of shipment based
Modification
on tracking no.

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

bluebee

Connected
BST
Accounting
Enterprise
& ERP

Control

Corecon
Constructi
on
Software

CTRL

DEACOM
ERP
Software

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Next Year

N/A

N/A

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

Deltek

DRAXware
Solutions
Inc.

Dynacom
Technologies

Oracle

TECSYS Inc.

WSG
Systems
Corp

Technology
Group
International

7.3

11.3

12.1

Version 8

Brian LaMee

Scott
Cuthbert

Sebastien
Boyer

Kaley O'Neill

Robert
Nehme

Steve
Macquade

Alex Smith

703-8859332

780-2216737

450-9632400 236

416-4320666

514-8665800 4482

212-3810434

800-8370028

System information
Vendor name

Version no.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

BrianLamee scuthbert@d
kaley.oneill robert.nehm
sboyer@dyn
stevem@ws alex.smith@
@deltek.co igitaltimeca
@oracle.co e@tecsys.co
acom.com
g.com
tgiltd.com
m
pture.com
m
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

www.draxwa
www.deltek.
www.dynaco www.oracle. www.tecsys. www.empire www.tgiltd.c
resolutions.c
com
m.com
com
com
suite.com
om
om

$450
100
$45,000

$1,500
20
$30,000

$1,000
10
$10,000

$2,500
25
$62,500

$300
10
$3,000

$2,300
20
$46,000

$3,000
30
$90,000

0.5

0.25

1.5

0.25

0.75

$45,000

$15,000

$2,500

$93,750

$750

$34,500

$90,000

$90,000

$45,000

$12,500

$156,250

$3,750

$80,500

$180,000

$375

$1,200

$1,420

$1,200

$300

$144

NA

20
$7,500

20
$24,000

10
$14,200

25
$30,000

10
$3,000

20
$2,880

NA
NA

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

0.75

0.5

NA

$30,000

$2,250

$1,440

NA

$64,860

$158,456

$15,131

$13,840

NA

NA

250,000

380,000

600

100

NA

3,600

NA

5,000

14,000

10

100

NA

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

$41

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

$10

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

$0

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

$0

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

Deltek
Vision

DXi

0.5

0.25

$7,500

$12,000

$3,550

$39,614

$115,336

16,000

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

Primary
Primary
Secondary

Secondary
Primary
N/A

Secondary
Primary
Primary

Primary
Primary
N/A

Primary
Secondary
N/A

Primary
Secondary
N/A

Secondary
Primary
Primary

Primary
Primary
N/A

Secondary
Primary
N/A

Secondary
Primary
Primary

Primary
Secondary
N/A

Primary
Secondary
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Primary

Primary

N/A

Primary

Primary

Secondary

Secondary

Primary

Secondary

Secondary

Primary

Primary

Primary

Primary

Secondary

N/A

Primary

Secondary

Secondary

N/A

Primary

None
Full
Partial
Partial

None
Partial
None
None

None
Partial
None
None

Full
Full
Full
Full

None
None
None
None

None
None
None
None

None
None
None
None

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Deltek
Vision

DXi

None
None
None
Full
None
None
None
Full
None
Partial
Partial
Full
None
None
None
None
None
Full
None
None
None
None
None
Partial
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
Partial
None
None
None
None

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Empire
Suite

Enterprise
21 ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Deltek
Vision

DXi

None
Full
None
None
Full
None
None
None
None
None
None
None
None
Full
Full
Partial
Full
Partial
Partial
None
None
None
None
Full
Full
None

None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
Partial
Full
None

Empire
Suite

Enterprise
21 ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

Deltek
Vision

DXi

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Full
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
Full

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
Partial
None
None
None
Partial
None
Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
None
None
Partial
None
None
None
Partial

Empire
Suite

Enterprise
21 ERP

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

Deltek
Vision

DXi

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
Partial

Empire
Suite

Enterprise
21 ERP

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

United States
Vietnam

Full
Full

Full
None

Full
Full

Full
Full

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
None
Full
Full
Full
None
None
None
None
None
None
None
Full

None
Full
None
Full
Partial
None
None
None
None
None
None
None
Partial

None
None
Partial
Full
Full
Full
None
Full
None
Partial
Full
None
Full

N/A

N/A

Minimal
N/A
Secondary
N/A
N/A

Primary
Primary
Primary
N/A
N/A

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

Full
None

Full
Full

Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
Full
Full
None
None
None
None
None
Full
None
Full

None
None
None
Full
Partial
Partial
None
None
None
None
None
None
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
Full

Some

Primary

N/A

N/A

N/A

Some
Some
Primary
Secondary
Secondary

Primary
Primary
Primary
Primary
Primary

N/A
N/A
Minimal
Secondary
Primary

N/A
N/A
Minimal
N/A
N/A

N/A
N/A
N/A
Primary
Primary

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

N/A

N/A

Primary

Primary

Primary

N/A

N/A

N/A

N/A

Secondary

Primary

Primary

N/A

N/A

N/A
N/A

N/A
N/A

Primary
Secondary

Primary
Primary

Minimal
Secondary

Primary
Primary

N/A
N/A

N/A

N/A

Primary

Primary

N/A

Minimal

N/A

54 Professional, scientific,
and technical services

Primary

N/A

Primary

Primary

N/A

Primary

N/A

55 Management of
companies and enterprises

N/A

N/A

Primary

Primary

N/A

Primary

N/A

56 Administrative and
support and waste
management and remediation
services

N/A

N/A

Secondary

Primary

N/A

Minimal

N/A

N/A

N/A

Some

Primary

N/A

N/A

N/A

Secondary

N/A

Some

Primary

Primary

Some

N/A

71 Arts, entertainment and

recreation

N/A

N/A

Secondary

Primary

N/A

Some

N/A

72 Accommodation and food

services

N/A

N/A

Some

Primary

Secondary

N/A

N/A

Primary

N/A

Primary

Primary

N/A

N/A

N/A

N/A

Secondary

Some

Primary

N/A

Some

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

Primary
Primary
N/A
Secondary
N/A
N/A
Secondary
N/A
N/A
Secondary
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
N/A
N/A
N/A
-

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
Secondary
Secondary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary
Secondary
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
Primary
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
N/A
Secondary

Primary

Primary

Secondary

Primary

Primary

Primary

Secondary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Deltek
Vision

DXi

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

N/A

Primary

N/A

N/A

On premises (software is
installed and run on
customer's hardware)

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Secondary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Secondary

Primary

Question

Mac OS (without Web

browser)
Software delivery

Applications
Financial

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

N/A

N/A

Primary

Primary

Primary

Primary

Secondary

Primary

N/A

Primary

N/A

N/A

Primary

Primary

Primary

Secondary

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

General ledger

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Accounts payable

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Fixed assets

Multicurrency

Budgeting and forecasting

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Inventory

N/A

N/A

In current
release

In current
release

Purchase order

N/A

N/A

In current
release

Warehouse management

N/A

N/A

In current
release

Question

Manufacturing

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Discrete

N/A

N/A

In current
release

In current
release

Process

N/A

N/A

N/A

Make to stock

N/A

N/A

Make to order

N/A

N/A

Question

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Service management

In current
release

N/A

In current
release

In current
release

Professional services
automation

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Empire
Suite

Enterprise
21 ERP

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Other

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

Deltek
Vision

DXi

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

HR

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Contact management

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Customer relationship
management

In current
release

N/A

In current
release

Business intelligence

In current
release

In current
release

Corporate performance
management

In current
release

N/A

Question

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

Construction

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Not-for-profit

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

Retail

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

Document management

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Shortcuts to specific
programs

N/A

In current
release

In current
release

Type ahead/autofill

In current
release

In current
release

User defined help

In current
release

Question

Generic features
Ease of use
Consistent user interface
throughout the application

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Deltek
Vision

DXi

N/A

In current
release

Add user-defined fields to

screen

In current
release

Used in report selection and

ordering

Without changing source

code

Question

Screens on dual monitors

open at same time without
additional license
Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Automatic balancing of
intercompany transactions

In current
release

Minor
Modification

N/A

Purchase order automatically

becomes sales order

In current
release

Share inventory across

separate companies

In current
release

Question

Platform for business

partners to extend solution

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Minor
Modification Modification

In current
release

In current
release

N/A

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

Multiple companies

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Share vendors across

separate companies

Multiple companies in same

database and each company
can have a different home
currency

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

In current
release

Minor
Modification

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

By company

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

Question

Invoice and payment in

different currencies

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Deltek
Vision

DXi

In current
release

N/A

In current
release

Online review and approval

of transactions

Alerts on pending and late

activities

Question

By account code segment

(e.g., department)

By employee or by role
Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

Next Year

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

N/A

In current
release

Configurable without being a

programmer

In current
release

Generate emails with link

back to system for approval

Question

Visual view of business

process

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Optimized UI for some

functions on Android

Next Year

In current
release

N/A

N/A

Optimized UI for some

functions on Blackberry

N/A

In current
release

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

In current
release

N/A
In current
release

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Cloud ready
Multitenant architecture
SaaS delivery model

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

In current
release

In current
release

Firefox

N/A

Chrome

N/A

Question

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Question

Deltek
Vision

DXi

Safari

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Internet Explorer

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

In current
release

In current
release

Includes graphs

In current
release

In current
release

In current
release

Question

Uses same password

security as application

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Includes to-do items

In current
release

In current
release

In current
release

In current
release

Configurable without a
programmer

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

Deltek
Vision

DXi

In current
release

In current
release

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

Question

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Deltek
Vision

In current
release

DXi

In current
release

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Allocations

Based on percentage

3rd party
using same
tools and
Minor
database as Modification
primary
system

Based on actuals

3rd party
using same
tools and
Minor
database as Modification
primary
system

Commitment accounting

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Compare (actuals +
commitments) to budgets

In current
release

In current
release

In current
release

In current
release

Prevent exceeding budget on

purchase order

In current
release

In current
release

In current
release

N/A

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

Source acct. can be different

than target acct.

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

Deltek
Vision

DXi

In current
release

N/A

N/A

In current
release

N/A

N/A

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

In current
release

In current
release

N/A

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Multiple budgets

In current
release

In current
release

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

N/A

In current
release

Compute budget using

formula

In current
release

Exported data is formatted

and includes formulas

In current
release

Question

Import budget from Excel

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

In current
release

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

Next Year

In current
release

In current
release

N/A

In current
release

N/A

Next Year

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modification

Deltek
Vision

DXi

Multiple levels of approval

3rd party
using
different
tools than
primary
system

In current
release

Escalation rules

3rd party
using
different
tools than
primary
system

N/A

Question

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

3rd party
using same
tools and
Minor
database as Modification
primary
system

Wages and benefits

calculated based on rates in
payroll

N/A

In current
release

In current
release

In current
release

N/A

Driver-based budgeting

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

N/A

In current
release

N/A

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Deltek
Vision

DXi

N/A

In current
release

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Fixed assets
Setup

Multiple books

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

N/A

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Declining balance

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

Half-year convention

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Question

Empire
Suite

Enterprise
21 ERP

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Deltek
Vision

DXi

3rd party
using
different
tools than
primary
system

N/A

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

In current
release

In current
release

Empire
Suite

Enterprise
21 ERP

N/A

N/A

N/A

N/A

In current
release

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

N/A

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

Deltek
Vision

DXi

Track all work done on asset

3rd party
using
different
tools than
primary
system

In current
release

Schedule maintenance

3rd party
using
different
tools than
primary
system

Question

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Back order fulfillment based

on customer priority

Back order fulfillment based

on order date

Deltek
Vision

N/A

N/A

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

N/A

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Back order fulfillment based

on requested ship date

N/A

N/A

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

N/A

N/A

Prepared by 180 Systems

Enterprise
21 ERP

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Available To promise

Empire
Suite

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Deltek
Vision

DXi

N/A

N/A

N/A

N/A

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Deltek
Vision

DXi

N/A

N/A

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Minor
Modification

In current
release

In current
release

N/A

In current
release

N/A

N/A

Minor
Modification

In current
release

In current
release

N/A

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

N/A

N/A

Minor
Modification

In current
release

Pallet, case and unit put

away

N/A

N/A

Minor
Modification

System selects the best

location

N/A

N/A

N/A

N/A

Question

System directs pickers to

location in warehouse

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

In current
release

N/A

N/A

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

Next Year

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Deltek
Vision

DXi

N/A

N/A

Repetitive (EG consumer

electronics)

N/A

Make to stock (EG consumer

household goods)

N/A

Question

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Assemble to order (EG

personal computers)

N/A

N/A

In current
release

In current
release

Make to order (EG complex

custom products)

N/A

N/A

N/A

Engineer to order (e.g., ship

building)

N/A

N/A

N/A

Question

MRP

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Major
Modification

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Deltek
Vision

DXi

N/A

N/A

N/A

N/A

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Deltek
Vision

DXi

Based on resource capacity

of labour and equipment

N/A

N/A

Based on grouping jobs to

minimize setup

N/A

Graphical view - drag and

drop production orders

N/A

Question

Shop floor data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Data collection by bar codes

for labour and materials

N/A

N/A

Minor
Modification

In current
release

Record any downtime with

reason code

N/A

N/A

N/A

Based on PLC
(programmable logic
controller)

N/A

N/A

N/A

Question

Quality control

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Deltek
Vision

N/A

N/A

DXi

N/A

N/A

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

N/A

N/A

Empire
Suite

Enterprise
21 ERP

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Colour size matrix for

apparel manufacturing

Deltek
Vision

DXi

N/A

N/A

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

In current
release

Empire
Suite

Enterprise
21 ERP

Minor
Modification

N/A

N/A

Minor
Modification

N/A

In current
release

Engineering change
management

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Multisite production - plan

across locations

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

In current
release

In current
release

Fixed fee

In current
release

In current
release

Percentage complete

In current
release

In current
release

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modification

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Deltek
Vision

DXi

In current
release

In current
release

Based on availability

In current
release

Match skills

Match employee preferences

Question

Cost plus

Scheduling

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

1 week at a time

In current
release

In current
release

Note field for each

project/day

In current
release

Identify overtime

In current
release

Question

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Web-based data entry

In current
release

In current
release

Minor
Modification

In current
release

PDA-enabled

In current
release

In current
release

N/A

Can enter off-line and

synchronize

In current
release

In current
release

Can prepopulate timesheet

based on project assignments

In current
release

In current
release

Question

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

Could enter time for a

project, phase and task

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

In current
release

In current
release

Question

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

Minor
Modification

In current
release

3rd party
using
different
tools than
primary
system

Maintain WIP history

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Generate bill from WIP

In current
release

In current
release

N/A

Major
Modification

N/A

In current
release

In current
release

Maximums per day

In current
release

N/A

In current
release

Minor
Modification

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modification

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

In current
release

Deltek
Vision

DXi

In current
release

Minor
Modification

In current
release

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Question

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

In current
release

Minor
Modification

In current
release

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

Minor
Modification

In current
release

N/A

Next Year

In current
release

Deltek
Vision

DXi

In current
release

In current
release

Electronic approval of
timesheets and expense
reports

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

Question

Based on milestone
complete

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

In current
release

In current
release

In current
release

2-way integration with

Microsoft Project

In current
release

In current
release

Minor
Modification

Question

Alert if timesheet not

completed on time

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Major
Modification

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

Pass through charges from

A/P to client

In current
release

Charge customer for

equipment usage

In current
release

In current
release

In current
release

In current
release

Change orders

Construction
Estimating

Prepared by 180 Systems

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Minor
Modification Modification

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Deltek
Vision

DXi

Bids online

N/A

In current
release

Bids via spreadsheet

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Deltek
Vision

DXi

N/A

3rd party
using same
tools and
database as
primary
system

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

Minor
Modification

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

N/A

N/A

In current
release

In current
release

Generate quote for customer

N/A

N/A

In current
release

Generate work order

N/A

N/A

N/A

N/A

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

Empire
Suite

Enterprise
21 ERP

N/A

N/A

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Manually assign resources

N/A

N/A

In current
release

In current
release

Automatically assign
resources based on skills and
availability

N/A

N/A

Next Year

N/A

N/A

Next Year

Question

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Deltek
Vision

DXi

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

Next Year

In current
release

N/A

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Human Resources
Recruitment

Web based

Prepared by 180 Systems

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

Pictures attached to
employee and available for
view by employees that have
access

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Self serve over the Internet

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Question

Automated screening based

on keywords or qualifications

In current
release

N/A

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Employee administration

Prepared by 180 Systems

N/A

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Maintain history of
compensation and ratings

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

Record company assets

including keys, Blackberries,
laptops given out to
employees

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Question

Generate work flow approval

on change of certain
information

Skills and degrees

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Deltek
Vision

DXi

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

3rd party
using same
tools and
database as
primary
system

Absence approval process

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Question

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Leave of absence
administration

N/A

N/A

In current
release

In current
release

N/A

N/A

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
Deltek
Vision

DXi

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Eligibility dates for benefits

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Question

Track performance review

process - dates, ratings

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

N/A

In current
release

N/A

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Benefit Administration

Training Administration

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Employee update courses

online

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Registration for internal

courses by employees

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Question

N/A

In current
release

Empire
Suite

Enterprise
21 ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

In current
release

In current
release

In current
release

In current
release

Optionally check in and out

In current
release

In current
release

N/A

Email alerts if changed

In current
release

In current
release

Minor
Modification

Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Change Control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Deltek
Vision

DXi

In current
release

In current
release

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

Deltek
Vision

DXi

N/A

In current
release

Search on file names

N/A

Search for embedded text

N/A

Question

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Search for key words

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Deltek
Vision

DXi

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

CRM
Applications

Contact Management

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Sales force automation

In current
release

N/A

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Marketing automation

Service management

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Empire
Suite

Enterprise
21 ERP

N/A

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

N/A

Minor
Modification

In current
release

N/A

N/A

In current
release

Deltek
Vision

DXi

In current
release

N/A

In current
release

N/A

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

Order confirmation includes

a link to secure customer
portal

N/A

N/A

Minor
Modification

In current
release

Customer can check order

status online

N/A

N/A

Minor
Modification

Link to carrier's website and

view status of shipment based
on tracking no.

N/A

N/A

N/A

N/A

Question

Empire
Suite

Enterprise
21 ERP

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Minor
Modification

In current
release

N/A

N/A

In current
release

Minor
Modification

In current
release

N/A

N/A

In current
release

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Deltek
Vision

DXi

Dynacom
E-Business
Enterprise
EliteSeries
Suite
ERP

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

N/A

In current
release

Empire
Suite

Enterprise
21 ERP

N/A

N/A

In current
release

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Vendor name

IQMS

Epicor
Software
Corporation

The Medi
Group, Ltd

Fabien Sellin

Version no.

2010

10

3.4

4.1

1.7

10

Daniele
Fresca

Lisa Preuss

Raquel De
Los Reyes

Fabien Sellin

Brian
Jennings

Sandy Milne

Prabir Dutt

805-2271122

949-5854000

610-6661955 x101

514-9374519 202

208-8710797

604-9833389

905-3328899

Question

Tier

FinancialFo Foundation
rce SRP
3000
2

fxDBO

System information
InfoPower
FinancialFor
Softrend
International
ce.com
Systems Inc.
Inc.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

raquel@med fabien.sellin bjennings@

dfresca@iq lpreuss@epi
sandy@softr prabir.dutt@
igroupltd.co @commsoft. financialforc
ms.com
cor.com
end.com
gmail.com
m
ca
e.com

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Website

www.iqms.c www.epicor. www.esilent www.comms www.financi www.softren

om
com
partner.com
oft.ca
alforce.com
d.com

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

www.infopower.com

$2,900
50
$145,000

$2,136
37
$79,032

NA
NA
NA

NA
NA
NA

NA
NA
NA

$3,500
7
$24,500

$1,000
30
$30,000

0.5

0.75

NA

NA

NA

0.75

0.5

$72,500

$59,274

NA

NA

NA

$18,375

$15,000

$217,500

$138,306

NA

NA

NA

$42,875

$45,000

Average annual fee / user ($)

NA

$645

NA

NA

NA

NA

$100

Average no. of users

Average annual fees ($)

NA
NA

12
$7,740

NA
NA

NA
NA

NA
NA

NA
NA

30
$3,000

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Average implementation
costs / average fees - year one

NA

0.25

NA

NA

NA

NA

0.25

Average implementation
costs - year one ($)

NA

$1,935

NA

NA

NA

NA

$750

NPV over 5 years (discount

rate of 5%) ($)

NA

$35,353

NA

NA

NA

NA

$13,703

600

20,000

150

250

NA

85

80

600

4,202

150

250

NA

85

80

Previous year revenue - all

systems - in Millions ($)

NA

$357

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

$408

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Question

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

Primary
Primary
Secondary

Secondary
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
Primary
Secondary

Secondary
Primary
Primary

Primary
Primary
Secondary

Primary
Primary
N/A

Secondary
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

Primary
Secondary
N/A

Primary

Primary

N/A

Secondary

Secondary

Secondary

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Secondary

Secondary

Primary

N/A

Secondary

N/A

Primary

Secondary

None
Partial
Partial
Partial

Partial
Full
Partial
Partial

None
None
None
None

None
None
None
None

None
None
None
None

None
None
None
None

None
Partial
None
Partial

fxDBO

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

None
Partial
None
Full
Full
None
None
Partial
None
None
Partial
Full
None
Full
None
Partial
None
Full
None
Partial
None
None
None
Partial
None
None
None
None

Partial
Partial
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Partial
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None

None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFo Foundation
rce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

fxDBO

None
None
None
Full
Partial
None
None
Partial
None
None
Partial
Partial
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

None
Full
Full
Full
None
None
None
None
None
None
Partial
None
None
None
None
Full
Full
Partial
Full
Full
None
None
None
Full
Full
None

Full
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
Partial
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFo Foundation
rce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

fxDBO

None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

None
Partial
None
None
None
None
None
Full
Partial
None
None
None
None
None
Partial
Full
None
None
None
None
None
Partial
None
Partial
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Partial
Full
Partial
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFo Foundation
rce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

fxDBO

None
Partial
None
Partial
None
None
None
Full
Partial
None
None
Partial
None
None
Partial
Partial
None
None
None
Full
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

None
None
None
None
None
Full
Partial
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Full

Partial
Partial
Full
Partial
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Full
Partial
Full
Partial
Partial
Full
Full
Partial
Partial
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

FinancialFo Foundation
rce SRP
3000
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

fxDBO

None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

United States
Vietnam

Full
None

Full
Full

None
None

None
None

None
None

Full
None

Full
None

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Full
Full
Full
Full
Full
None
None
None
None
None
None
Full

Partial
Full
Full
Full
Full
Full
None
Full
Full
Full
Partial
Full
Full

None
None
None
Full
Full
None
None
None
None
None
None
None
Full

None
None
None
Full
Full
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
Partial
None
Full
Partial
None
None
None
None
None
None
None
None

None
Partial
None
Full
Partial
Partial
None
None
None
None
None
None
None

N/A

Some

N/A

Primary

N/A

N/A

Some

N/A
N/A
N/A
Primary
N/A

Primary
Primary
Primary
Primary
Primary

N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
Primary
Primary

N/A
N/A
N/A
N/A
N/A

N/A
N/A
Minimal
Secondary
Primary

Some
Some
Primary
Primary
Secondary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

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FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

Some

N/A

Primary

N/A

N/A

Some

N/A

Primary

N/A

Secondary

N/A

Minimal

Primary

N/A
N/A

Primary
Primary

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Secondary

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

54 Professional, scientific,
and technical services

N/A

Secondary

Primary

N/A

Primary

N/A

Primary

55 Management of
companies and enterprises

N/A

Primary

N/A

N/A

N/A

N/A

Some

56 Administrative and
support and waste
management and remediation
services

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

71 Arts, entertainment and

recreation

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

72 Accommodation and food

services

N/A

Secondary

N/A

Primary

N/A

N/A

N/A

N/A

Secondary

N/A

Primary

N/A

N/A

N/A

N/A

Minimal

N/A

Primary

N/A

N/A

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A

N/A

Primary

Primary

Primary

Primary

Secondary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Secondary

Primary

N/A

Secondary

N/A

N/A

Secondary

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

N/A

In current
release

In current
release

fxDBO

Fixed assets

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

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CPA Magazine
2014 ERP Survey
Question

Inventory

Purchase order

Warehouse management

Manufacturing

Prepared by 180 Systems

EnterpriseI
Q

In current
release

In current
release

In current
release

Epicor

In current
release

In current
release

In current
release

eSilentPart
ner

In current
release

In current
release

N/A

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Discrete

Process

Make to stock

Make to order

Prepared by 180 Systems

EnterpriseI
Q

In current
release

In current
release

In current
release

In current
release

Epicor

In current
release

Minor
Modification

In current
release

In current
release

eSilentPart
ner

N/A

N/A

N/A

N/A

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

fxDBO

Other

Service management

Professional services
automation

Project costing

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CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

In current
release

FinancialFo Foundation
rce SRP
3000

In current
release

N/A

fxDBO

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

US payroll

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

HR

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Contact management

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

fxDBO

Customer relationship
management

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Business intelligence

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Corporate performance
management

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Construction

Not-for-profit

Retail

Document management

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Workaround

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

N/A

In current
release

fxDBO

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Type ahead/autofill

Workaround

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Question

User defined help

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Add user-defined fields to

screen

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

Without changing source

code

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

Question

Screens on dual monitors

open at same time without
additional license

FinancialFo Foundation
rce SRP
3000

fxDBO

Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

Platform for business

partners to extend solution

Workaround

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

N/A

Minor
Modification

In current
release

Purchase order automatically

Workaround
becomes sales order

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Share inventory across

separate companies

In current
release

N/A

In current
release

N/A

Minor
Modification

In current
release

fxDBO

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Share vendors across

separate companies

In current
release

In current
release

In current
release

In current
release

N/A

Minor
Modification

In current
release

Multiple companies in same

database and each company
can have a different home
currency

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Calculate realized gains and

losses

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Invoice and payment in

different currencies

FinancialFo Foundation
rce SRP
3000

fxDBO

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

Question

By account code segment

(e.g., department)

By employee or by role

FinancialFo Foundation
rce SRP
3000

fxDBO

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

Visual view of business

process

Workaround

N/A

N/A

In current
release

In current
release

N/A

In current
release

Configurable without being a

programmer

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Generate emails with link

back to system for approval

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Next Year

fxDBO

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Optimized UI for some

functions on Android

EnterpriseI
Q

In current
release

Epicor

N/A

eSilentPart
ner

N/A

Fidelio

N/A

FinancialFo Foundation
rce SRP
3000

In current
release

fxDBO

In current
release

3rd party
using
different
tools than
primary
system

Optimized UI for some

functions on Blackberry

In current
release

N/A

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Optimized UI for some

functions on Microsoft
Windows Phone

In current
release

N/A

N/A

In current
release

N/A

In current
release

Next Year

N/A

N/A

N/A

N/A

In current
release

N/A

Next Year

In current
release

N/A

N/A

In current
release

In current
release

N/A

Next Year

Cloud ready
Multitenant architecture
SaaS delivery model

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

N/A

N/A

In current
release

N/A

Minor
Modification

Next Year

Firefox

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

Chrome

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Question

Hosted option

FinancialFo Foundation
rce SRP
3000

fxDBO

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

Safari

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Internet Explorer

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

fxDBO

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Includes graphs

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Question

Uses same password

security as application

FinancialFo Foundation
rce SRP
3000

fxDBO

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Includes to-do items

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modification

In current
release

Configurable without a
programmer

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Question

Built-in OLAP cubes

FinancialFo Foundation
rce SRP
3000

fxDBO

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Based on percentage

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Based on actuals

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

FinancialFo Foundation
rce SRP
3000

fxDBO

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Compare (actuals +
commitments) to budgets

In current
release

Next Year

In current
release

N/A

N/A

Minor
Modification

In current
release

Prevent exceeding budget on

purchase order

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Foreign currency translation

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Source acct. can be different

than target acct.

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Across entities with different

fiscal year ends

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Question

Financial Reporting

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

FinancialFo Foundation
rce SRP
3000

N/A

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Multiple budgets

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaround

In current
release

N/A

N/A

N/A

N/A

In current
release

Compute budget using

formula

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

Exported data is formatted

and includes formulas

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

Question

Import budget from Excel

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

N/A

In current
release

Minor
Modification

In current
release

Span fiscal years

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

fxDBO

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Multiple levels of approval

Minor
Modification

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Escalation rules

Minor
Modification

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

Minor
Modification

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Wages and benefits

calculated based on rates in
payroll

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Driver-based budgeting

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

Question

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

N/A

In current
release

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

In current
release

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

fxDBO

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

fxDBO

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Minor
Modification

In current
release

fxDBO

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

fxDBO

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

In current
release

In current
release

Workaround

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Track all work done on asset

In current
release

In current
release

Workaround

N/A

N/A

In current
release

In current
release

Schedule maintenance

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Back order fulfillment based

on customer priority

In current
release

In current
release

N/A

Workaround

N/A

Major
Modification

In current
release

Back order fulfillment based

on order date

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

Back order fulfillment based

on requested ship date

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

Minor
Modification

N/A

N/A

N/A

N/A

N/A

Available To promise

Prepared by 180 Systems

fxDBO

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

In current
release

In current
release

fxDBO

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

N/A

N/A

In current
release

N/A

Minor
Modification

In current
release

Question

Based on actuals

EDI supported

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Pallet, case and unit put

away

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

System selects the best

location

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Question

System directs pickers to

location in warehouse

FinancialFo Foundation
rce SRP
3000

fxDBO

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

fxDBO

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

Repetitive (EG consumer

electronics)

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Make to stock (EG consumer

household goods)

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Assemble to order (EG

personal computers)

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Make to order (EG complex

custom products)

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Engineer to order (e.g., ship

building)

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

MRP

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

fxDBO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Based on resource capacity

of labour and equipment

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Based on grouping jobs to

minimize setup

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modification

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Question

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

In current
release

In current
release

N/A

In current
release

FinancialFo Foundation
rce SRP
3000

N/A

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Data collection by bar codes

for labour and materials

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Record any downtime with

reason code

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Based on PLC
(programmable logic
controller)

In current
release

Workaround

N/A

N/A

N/A

N/A

In current
release

Question

Quality control

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

N/A

In current
release

In current
release

fxDBO

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

Next Year

N/A

In current
release

N/A

In current
release

In current
release

Engineering change
management

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Multisite production - plan

across locations

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

Colour size matrix for

apparel manufacturing

Configurator

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Can add any text to invoice

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed fee

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Percentage complete

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Based on availability

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Match skills

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

Match employee preferences

N/A

Next Year

In current
release

In current
release

In current
release

N/A

In current
release

Question

Cost plus

FinancialFo Foundation
rce SRP
3000

fxDBO

Scheduling

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

In current
release

In current
release

FinancialFo Foundation
rce SRP
3000

fxDBO

Timesheets

1 week at a time

In current
release

In current
release

In current
release

In current
release

In current
release

Note field for each

project/day

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Identify overtime

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Can enter off-line and

synchronize

N/A

Can prepopulate timesheet

based on project assignments

N/A

Prepared by 180 Systems

N/A

In current
release

FinancialFo Foundation
rce SRP
3000

In current
release

N/A

fxDBO

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Could enter time for a

project, phase and task

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

Maintain WIP history

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Generate bill from WIP

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Maximums per day

EnterpriseI
Q

FinancialFo Foundation
rce SRP
3000

fxDBO

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Write-downs or write-ups

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

In current
release

fxDBO

Revenue Recognition

Based on hours booked *

rate

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Electronic approval of
timesheets and expense
reports

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Based on milestone
complete

FinancialFo Foundation
rce SRP
3000

fxDBO

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

fxDBO

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

2-way integration with

Microsoft Project

N/A

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Pass through charges from

A/P to client

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Charge customer for

equipment usage

N/A

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

Minor
Modification

In current
release

Question

Change orders

Construction
Estimating

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Estimates based on building

statistics such as no. of suites
and historical rates

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Bids online

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Bids via spreadsheet

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Generate schedule based on

start date, lag time between
activities and dependencies

N/A

Workaround

N/A

In current
release

N/A

N/A

In current
release

Update schedule as work

gets completed

N/A

Workaround

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Minor
Modification

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

fxDBO

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Generate quote for customer

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Generate work order

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Manually assign resources

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Automatically assign
resources based on skills and
availability

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

Workaround

In current
release

N/A

N/A

N/A

N/A

In current
release

fxDBO

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Pictures attached to
employee and available for
view by employees that have
access

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Self serve over the Internet

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Question

Automated screening based

on keywords or qualifications

FinancialFo Foundation
rce SRP
3000

fxDBO

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Maintain history of
compensation and ratings

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Record company assets

including keys, Blackberries,
laptops given out to
employees

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

Generate work flow approval

on change of certain
information

Skills and degrees

Prepared by 180 Systems

FinancialFo Foundation
rce SRP
3000

fxDBO

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Absence approval process

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Eligibility dates for benefits

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Question

Track performance review

process - dates, ratings

FinancialFo Foundation
rce SRP
3000

fxDBO

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

Workaround

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

fxDBO

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Optionally check in and out

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Email alerts if changed

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Change Control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

fxDBO

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

FinancialFo Foundation
rce SRP
3000

In current
release

fxDBO

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Search for key words

EnterpriseI
Q

Epicor

eSilentPart
ner

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Workaround

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Fidelio

FinancialFo Foundation
rce SRP
3000

fxDBO

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Marketing automation

In current
release

N/A

N/A

In current
release

N/A

Minor
Modification

In current
release

Service management

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Next Year

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

Order confirmation includes

a link to secure customer
portal

In current
release

N/A

N/A

In current
release

N/A

In current
release

Next Year

Customer can check order

status online

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Link to carrier's website and

view status of shipment based
on tracking no.

In current
release

N/A

N/A

In current
release

N/A

Minor
Modification

Next Year

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modification

Question

FinancialFo Foundation
rce SRP
3000

fxDBO

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

EnterpriseI
Q

Epicor

eSilentPart
ner

Fidelio

FinancialFo Foundation
rce SRP
3000

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Minor
Modification

fxDBO

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

IFS North
America

IndustriOS
Software,
Inc.

Infor

Infor

3.3

FP8

James
Gorham

Murray
Morgan

Elaine
Wimberly

Linda
Schleihauf

Nigel
Whitmore

Nigel
Whitmore

310-5637000 7035

905-5097252

888-4374968

905-8292525 212

999-9999999

999-9999999

Genius
Manufactu
ring

Glovia G2

Genius
Solutions

Glovia

IBS AB

NG

G2

Contact name

John Rioux

Contact phone no.

416-9876005 2413

Contact email

murray.morg
Nigel.Whitm Nigel.Whitm
jrioux@geni marketing@
request@ifs lindas@indu
an@ibsca.co
ore@infor.co ore@infor.co
userp.com glovia.com
world.com
strios.com
m
m
m

Question

Tier

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

System information
Vendor name

Version no.

Contact

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Website

www.genius www.glovia. www.ibsca.c www.ifsworl www.industr www.infor.co www.infor.co

erp.com
com
om
d.com
ios.com
m
m

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor10
ERP
Enterprise
(LN)

Genius
Manufactu
ring

Infor ERP
SyteLine

$2,000
5
$10,000

$2,000
50
$100,000

$2,500
15
$37,500

NA
NA
NA

NA
NA
NA

NA
NA
NA

NA
NA
NA

0.75

NA

NA

NA

NA

$10,000

$75,000

$37,500

NA

NA

NA

NA

$20,000

$175,000

$75,000

NA

NA

NA

NA

Average annual fee / user ($)

NA

$2,500

$1,800

NA

NA

NA

NA

Average no. of users

Average annual fees ($)

NA
NA

5
$12,500

15
$27,000

NA
NA

NA
NA

NA
NA

NA
NA

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

NA

NA

NA

NA

NA

NA

NA

$142,610

NA

NA

NA

NA

1,200

4,000

2,500

NA

NA

NA

250

1,200

4,000

2,500

NA

NA

NA

Previous year revenue - all

systems - in Millions ($)

NA

NA

$260

$376

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

$260

$376

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

$250

$396

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

$250

$396

NA

NA

NA

Genius
Manufactu
ring

Glovia G2

Average implementation
costs / average fees - year one

NA

0.5

NA

Average implementation
costs - year one ($)

NA

$6,250

$27,000

NPV over 5 years (discount

rate of 5%) ($)

NA

$60,071

250

Question

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Secondary
Primary
Primary

Secondary
Primary
N/A

Secondary
Primary
Secondary

Primary
N/A
N/A

N/A
Primary
N/A

Primary
Primary
Secondary

Primary
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary
Primary
N/A

N/A
N/A
N/A

N/A

Primary

Secondary

Primary

N/A

Primary

Primary

Revenue $10M to $200M or

customer employees 50-500

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Revenues < $10M or

employees < 50

Primary

N/A

Secondary

N/A

Secondary

Secondary

Secondary

None
None
None
None

Partial
Partial
Full
Full

Partial
Full
Full
Full

Partial
Full
Full
Full

None
None
None
None

Full
Full
Full
Full

Full
Full
Full
Full

Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Genius
Manufactu
ring

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500

Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Partial
Partial
Full
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
None
Full
Full
None
None
Full
Partial

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial

Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Partial
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial

Partial
Full
Full
Full
None
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Full
Partial
Partial
Full
Partial
Partial
Partial
Partial
None
Full
None
None
Partial
Full
Full
Partial
Full
Full
Full
Full
Partial
None
Full
Full
Partial

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Partial
Full
Full
Full
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full
Partial
Partial
Partial
Partial
Full
Full
Partial

Full
Full
Full
Full
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Full
None
Full
None
Full
Full
None
None
None
None
None
Full
Full
None
Full
None
Partial
Partial
Full
Full
Partial
Full
None
Partial
Full

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Full
Full
Full
Full
Partial
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full

Full
Full
Full
Full
Partial
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Full
Partial
Full
Full
Full
None
Partial
Partial
Partial
Partial
Partial
None
Full
None
None
Partial
Full
Partial
Partial
Partial
Partial
Full
Full
Partial
None
Full

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Partial
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Full
None

Full
Full

Full
Full

Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
None
Full
Full
None
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
None
Full
Full
Full

Secondary

N/A

N/A

Some

N/A

Primary
Some
Secondary
Primary
Primary

Primary
Primary
Primary
Primary
N/A

N/A
N/A
N/A
Primary
N/A

N/A
N/A
N/A
Primary
Some

Some
Some
Primary
Primary
Some

Genius
Manufactu
ring

Glovia G2

United States
Vietnam

Full
None

Full
Partial

Full
Full

Full
Full

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
None
None
Full
Full
None
None
None
None
None
None
None
None

None
Full
Full
Full
Full
Full
None
None
Full
None
Full
None
Full

None
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
None
Full

N/A

N/A

N/A
N/A
N/A
Primary
Secondary

N/A
N/A
Some
Primary
Secondary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

N/A

Secondary

N/A

Primary

Some

Secondary
Secondary

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

N/A

N/A

Some

55 Management of
companies and enterprises

N/A

N/A

Secondary

Primary

N/A

Primary

Primary

56 Administrative and
support and waste
management and remediation
services

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A

N/A

71 Arts, entertainment and

recreation

N/A

N/A

Some

N/A

N/A

N/A

N/A

72 Accommodation and food

services

N/A

N/A

Minimal

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Minimal

N/A

N/A

N/A

Secondary

Genius
Manufactu
ring

Glovia G2

N/A

N/A

Secondary

N/A

N/A

Secondary

Primary

N/A
N/A

N/A
N/A

N/A

54 Professional, scientific,
and technical services

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Secondary
Secondary
Secondary
Primary
Secondary
Secondary
N/A
N/A
N/A
Secondary
Secondary
-

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
Secondary
N/A
N/A
N/A
Secondary
-

Primary
Primary
N/A
Primary
Primary
Primary
N/A
N/A
N/A
Primary
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Secondary
Primary
Secondary
N/A
Primary

Primary
Primary
Primary
Primary
Primary
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

N/A

Primary

Primary

Primary

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Genius
Manufactu
ring

Glovia G2

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

N/A

Primary

Primary

Primary

Primary

Primary

N/A

N/A

Primary

N/A

Primary

Primary

N/A

Primary

Primary

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

Secondary

Secondary

Primary

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

N/A

Primary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

N/A

Primary

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

General ledger

Financial reporting

Accounts receivable

Accounts payable

Prepared by 180 Systems

Genius
Manufactu
ring

Workaround

Workaround

Workaround

Workaround

Glovia G2

In current
release

In current
release

In current
release

In current
release

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Fixed assets

Multicurrency

Budgeting and forecasting

Genius
Manufactu
ring

Workaround

Workaround

Glovia G2

In current
release

In current
release

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Inventory

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

In current
release

Question

Manufacturing

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Question

Discrete

Genius
Manufactu
ring

Glovia G2

In current
release

In current
release

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

N/A

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

N/A

Minor
Modification

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Make to stock

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Make to order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

Workaround

3rd party
using
different
tools than
primary
system

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

N/A

N/A

N/A

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

N/A

3rd party
using
different
tools than
primary
system

Workaround

In current
release

N/A

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Workaround

Genius
Manufactu
ring

Glovia G2

Contact management

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Customer relationship
management

Workaround

In current
release

In current
release

Business intelligence

In current
release

3rd party
using same
tools and
database as
primary
system

Corporate performance
management

Workaround

Minor
Modification

Question

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Construction

N/A

In current
release

In current
release

In current
release

Not-for-profit

N/A

Workaround

In current
release

Retail

N/A

N/A

Workaround

Question

Document management

Prepared by 180 Systems

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

3rd party
using same
tools and
Workaround
database as
primary
system

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Workaround

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

Shortcuts to specific
programs

N/A

Type ahead/autofill

User defined help

Question

Generic features
Ease of use
Consistent user interface
throughout the application

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

Workaround

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

Add user-defined fields to

screen

N/A

Used in report selection and

ordering

Without changing source

code

Question

Screens on dual monitors

open at same time without
additional license
Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

Automatic balancing of
intercompany transactions

N/A

Purchase order automatically

becomes sales order

Share inventory across

separate companies

Question

Platform for business

partners to extend solution

Multiple companies

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Share vendors across

separate companies

N/A

In current
release

In current
release

In current
release

Multiple companies in same

database and each company
can have a different home
currency

N/A

In current
release

N/A

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

Workaround

Workaround

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Question

Invoice and payment in

different currencies

Genius
Manufactu
ring

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By account code segment

(e.g., department)

By employee or by role

In current
release

N/A

In current
release

N/A

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Minor
Modification

N/A

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Visual view of business

process

N/A

Workaround

Configurable without being a

programmer

N/A

Generate emails with link

back to system for approval

Question

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

Next Year

Minor
Modification

N/A

N/A

N/A

In current
release

Next Year

N/A

Minor
Modification

N/A

N/A

N/A

In current
release

N/A

Multitenant architecture

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

SaaS delivery model

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

Optimized UI for some

functions on Android

N/A

Minor
Modification

Optimized UI for some

functions on Blackberry

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

Question

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

Firefox

N/A

Chrome

N/A

Question

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Safari

N/A

N/A

N/A

N/A

Internet Explorer

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

In current
release

In current
release

In current
release

In current
release

Includes metrics

N/A

In current
release

N/A

Includes graphs

N/A

In current
release

N/A

Question

Uses same password

security as application

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactu
ring

Glovia G2

Includes to-do items

N/A

In current
release

Configurable without a
programmer

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

OLAP

Create OLAP cubes

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

3rd party
using same
tools and
database as
primary
system

Attach analysis codes to

general ledger account
segments. For example, attach Workaround
a region code to an account
segment for office

Reporting structures that

allow rollups to any dimension.
For example, could define a
Workaround
rollup from office to province
or state and then to country

Question

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Workaround

In current
release

In current
release

In current
release

Based on percentage

Workaround

In current
release

In current
release

Based on actuals

Workaround

In current
release

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Glovia G2

Compare (actuals +
commitments) to budgets

Workaround

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Prevent exceeding budget on

Minor
Workaround Workaround
purchase order
Modification

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

Workaround

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Workaround

In current
release

In current
release

In current
release

Source acct. can be different

Workaround
than target acct.

In current
release

In current
release

Across entities with different

fiscal year ends

In current
release

In current
release

Question

Foreign currency translation

Financial Reporting

Prepared by 180 Systems

Workaround

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

Glovia G2

Rows and columns can be

defined

Workaround

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Workaround

In current
release

Workaround

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modification

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Multiple budgets

Workaround

In current
release

In current
release

In current
release

Export actuals to Excel

Workaround

In current
release

In current
release

N/A

Workaround

Compute budget using

formula

Workaround

Exported data is formatted

and includes formulas

Workaround

Question

Import budget from Excel

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Project can be updated by

any financial transaction

Workaround

In current
release

In current
release

In current
release

Compare budget to actual

Workaround

In current
release

In current
release

Span fiscal years

Workaround

In current
release

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Project subledger (not

tracked in general ledger)

Workaround

N/A

In current
release

In current
release

Workaround

In current
release

In current
release

Workaround

In current
release

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Glovia G2

Multiple levels of approval

3rd party
using same
tools and
Workaround
database as
primary
system

Escalation rules

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
Minor
Workaround
database as Modification
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Calculations

Excel-like formulas

Prepared by 180 Systems

Workaround

Minor
Modification

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

Minor
Modification

In current
release

N/A

In current
release

In current
release

Workaround

N/A

Minor
Modification

In current
release

N/A

In current
release

In current
release

Workaround

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Workaround

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

Glovia G2

Wages and benefits

calculated based on rates in
payroll

Workaround

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Audit trail

Track changes/versions

Prepared by 180 Systems

Workaround

In current
release

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Summary of changes form

preceding forecast

Workaround

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Workaround

In current
release

In current
release

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactu
ring

Glovia G2

Declining balance

Workaround

In current
release

Half-year convention

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

N/A

In current
release

In current
release

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

Workaround

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Track all work done on asset

Workaround

In current
release

In current
release

In current
release

Schedule maintenance

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Back order fulfillment based

on customer priority

In current
release

Workaround

In current
release

In current
release

Back order fulfillment based

on order date

In current
release

Workaround

In current
release

Back order fulfillment based

on requested ship date

In current
release

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

Workaround

Question

Available To promise

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

In current
release

N/A

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

Workaround

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

Workaround

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Glovia G2

Order placement and

acknowledgement

Workaround

In current
release

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

N/A

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

Workaround

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Genius
Manufactu
ring

Glovia G2

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

Put away

Pallet, case and unit put

away

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

System selects the best

location

Workaround Workaround

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

Minor
Modification

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

In current
release

N/A

In current
release

In current
release

Repetitive (EG consumer

electronics)

In current
release

In current
release

In current
release

Make to stock (EG consumer

household goods)

In current
release

In current
release

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Assemble to order (EG

personal computers)

In current
release

In current
release

In current
release

In current
release

Make to order (EG complex

custom products)

In current
release

In current
release

In current
release

Engineer to order (e.g., ship

building)

In current
release

In current
release

In current
release

Question

MRP

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

In current
release

In current
release

In current
release

In current
release

Based on grouping jobs to

minimize setup

Workaround

In current
release

In current
release

Graphical view - drag and

drop production orders

Workaround

In current
release

In current
release

Question

Based on resource capacity

of labour and equipment

Shop floor data collection

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Genius
Manufactu
ring

Glovia G2

Data collection by bar codes

for labour and materials

In current
release

In current
release

In current
release

In current
release

Record any downtime with

reason code

In current
release

In current
release

In current
release

In current
release

Question

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

3rd party
using same
tools and
Minor
Workaround
database as Modification
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Genius
Manufactu
ring

Minor
Modification

Graph results by month over

Minor
year
Modification

Glovia G2

N/A

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

N/A

CPA Magazine
2014 ERP Survey
Question

Colour size matrix for

apparel manufacturing

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

N/A

N/A

In current
release

N/A

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

Can add any text to invoice

N/A

In current
release

In current
release

In current
release

Time and material

N/A

In current
release

In current
release

Fixed fee

N/A

In current
release

Percentage complete

N/A

Workaround

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

Genius
Manufactu
ring

Glovia G2

N/A

Workaround

In current
release

In current
release

Based on availability

N/A

In current
release

In current
release

Match skills

N/A

In current
release

In current
release

Question

Cost plus

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Scheduling

Match employee preferences

Prepared by 180 Systems

N/A

Workaround

In current
release

N/A

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

1 week at a time

N/A

In current
release

In current
release

In current
release

Note field for each

project/day

N/A

N/A

In current
release

Identify overtime

N/A

N/A

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Glovia G2

N/A

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Can enter off-line and

synchronize

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Can prepopulate timesheet

based on project assignments

N/A

Workaround

In current
release

Prepared by 180 Systems

Infor ERP
SyteLine

Genius
Manufactu
ring

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

Could enter time for a

project, phase and task

N/A

In current
release

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

N/A

Workaround

In current
release

N/A

Workaround

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

N/A

Workaround

In current
release

In current
release

Maintain WIP history

N/A

In current
release

In current
release

Generate bill from WIP

N/A

In current
release

In current
release

Question

Maximums per day

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

In current
release

In current
release

N/A

Workaround

In current
release

Based on % complete

N/A

In current
release

Subscription revenue is
deferred and recognized
monthly

N/A

Minor
Modification

Question

Write-downs or write-ups

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

Glovia G2

N/A

Workaround

In current
release

In current
release

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

N/A

Workaround

In current
release

2-way integration with

Microsoft Project

N/A

In current
release

Minor
Modification

Question

Alert if timesheet not

completed on time

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Pass through charges from

A/P to client

Charge customer for

equipment usage

Change orders

Construction
Estimating

Prepared by 180 Systems

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

N/A

Workaround

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

N/A

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

N/A

3rd party
using
different
tools than
primary
system

Minor
Modification

N/A

In current
release

In current
release

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Genius
Manufactu
ring

Glovia G2

Bids online

N/A

N/A

In current
release

In current
release

Bids via spreadsheet

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

Genius
Manufactu
ring

Glovia G2

Generate schedule based on

start date, lag time between
activities and dependencies

N/A

In current
release

In current
release

In current
release

Update schedule as work

gets completed

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

In current
release

In current
release

Generate quote for customer

N/A

In current
release

In current
release

Generate work order

N/A

In current
release

N/A

In current
release

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

CPA Magazine
2014 ERP Survey
Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Genius
Manufactu
ring

Glovia G2

Manually assign resources

N/A

In current
release

In current
release

In current
release

Automatically assign
resources based on skills and
availability

N/A

Workaround

In current
release

N/A

In current
release

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Genius
Manufactu
ring

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Glovia G2

N/A

Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Workaround

N/A

Workaround

Human Resources
Recruitment

Web based

Prepared by 180 Systems

Minor
Workaround
Modification

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround

In current
release

N/A

In current
release

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Question

Genius
Manufactu
ring

Glovia G2

Automated screening based

on keywords or qualifications

Workaround

N/A

Pictures attached to
employee and available for
view by employees that have
access

Workaround

Self serve over the Internet

Workaround

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Generate work flow approval

on change of certain
Workaround
information

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Maintain history of
compensation and ratings

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Record company assets

including keys, Blackberries,
laptops given out to
employees

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Skills and degrees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal, Workaround
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround

In current
release

N/A

In current
release

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

Question

Genius
Manufactu
ring

Glovia G2

Track performance review

process - dates, ratings

Workaround

N/A

Benefit plans and deductions

- family vs. single, LTD, Life
Workaround
Insurance, etc.

Benefit Administration

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

Workaround

CPA Magazine
2014 ERP Survey
IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Workaround

In current
release

N/A

In current
release

Workaround

N/A

Workaround

In current
release

N/A

In current
release

Workaround

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

Question

Genius
Manufactu
ring

Glovia G2

Employee update courses

online

Workaround

N/A

Registration for internal

courses by employees

Workaround

In current
release

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

Optionally check in and out

3rd party
using same
Minor
tools and
Workaround
Modification database as
primary
system

In current
release

N/A

Workaround

In current
release

Email alerts if changed

Minor
Modification

In current
release

N/A

Workaround

In current
release

Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Genius
Manufactu
ring

In current
release

Change Control

Prepared by 180 Systems

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Question

Versioning

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Minor
Minor
Workaround
Modification Modification

In current
release

N/A

Workaround

In current
release

Minor
Modification

In current
release

Workaround

In current
release

N/A

Workaround

In current
release

Minor
Modification

In current
release

Workaround

In current
release

N/A

Workaround

In current
release

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

Genius
Manufactu
ring

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

Minor
Workaround Workaround
Modification

In current
release

N/A

Workaround

In current
release

Minor
Modification

In current
release

Workaround

In current
release

N/A

Workaround

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Workaround

In current
release

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

Workaround

In current
release

N/A

Workaround

In current
release

Contact Management

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Sales force automation

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Question

Search for key words

Genius
Manufactu
ring

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Genius
Manufactu
ring

Glovia G2

Marketing automation

N/A

N/A

Service management

N/A

In current
release

Question

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes

a link to secure customer
portal

Customer can check order

status online

Link to carrier's website and

view status of shipment based
on tracking no.

Genius
Manufactu
ring

N/A

N/A

Glovia G2

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modification

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

N/A

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

In current
release

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Genius
Manufactu
ring

Glovia G2

N/A

In current
release

N/A

In current
release

IFS
IBS
INDUSTRIO
Application
Enterprise
S
s

Infor ERP
SyteLine

Infor10
ERP
Enterprise
(LN)

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Vendor name

Infor

Infor

Intacct

IOA
Software

Aptean

Version no.

7.1.0

10

Saas
Solution

8.5

2015

2013

Contact name

Nigel
Whitmore

Nigel
Whitmore

Sharon
Carnicelli

James
Hollohan

Dmitry
Kirshner

Michel
Boisvert

Michel
Boisvert

Contact phone no.

999-9999999

678-3198000

650-8232100

866-2564156 n/a

204-2874747

450-4246847 101

450-4246847 101

Question

Tier
System information

Ipso
Ipso
Technologies Technologies

Contact

Contact email

Prepared by 180 Systems

Nigel.Whitm Nigel.Whitm
jhollohan@i dmitry.kirsh
scarnicelli@i
michel.boisv michel.boisv
ore@Infor.co ore@Infor.co
oasoftware.c ner@aptean
ntacct.com
ert@ipso.ca ert@ipso.ca
m
m
om
.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

www.infor.co www.infor.co www.intacct. www.ioasoft www.aptean www.ipsobiz

www.ipso.ca
m
m
com
ware.com
.com
.ca

NA
NA
NA

NA
NA
NA

NA
NA
NA

$1,499
10
$14,990

$3,500
20
$70,000

$1,500
6
$9,000

$2,500
15
$37,500

NA

NA

NA

0.25

0.5

0.5

NA

NA

NA

$14,990

$17,500

$4,500

$18,750

NA

NA

NA

$29,980

$87,500

$13,500

$56,250

Average annual fee / user ($)

NA

NA

$2,400

$349

NA

NA

NA

Average no. of users

Average annual fees ($)

NA
NA

NA
NA

8
$19,200

10
$3,490

NA
NA

NA
NA

NA
NA

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

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ERP

IPSO-Biz

IPSO-PME

Average implementation
costs / average fees - year one

NA

NA

NA

NA

NA

Average implementation
costs - year one ($)

NA

NA

$19,200

$3,490

NA

NA

NA

NPV over 5 years (discount

rate of 5%) ($)

NA

NA

$101,412

$18,434

NA

NA

NA

NA

NA

7,300

5,000

9,000

NA

NA

NA

NA

7,300

300

1,000

NA

NA

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Question

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

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CPA Magazine
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ERP

IPSO-Biz

IPSO-PME

Secondary
Primary
Primary

Primary
Primary
Primary

Secondary
Primary
Secondary

N/A
Secondary
Primary

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary
Secondary
N/A

N/A
Secondary
Primary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary

Primary

Secondary

N/A

Secondary

N/A

N/A

Revenue $10M to $200M or

customer employees 50-500

Primary

Primary

Primary

Secondary

Primary

N/A

N/A

Revenues < $10M or

employees < 50

Primary

N/A

Secondary

Primary

Secondary

N/A

N/A

Full
Full
Full
Full

None
None
None
None

Partial
Partial
Partial
Partial

None
None
None
None

None
Full
None
None

None
None
None
None

None
None
None
None

Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K
Annual budget for software as
a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500

Geography
Local support
Africa
Australia
Austria
Belgium

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CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

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Business
(Adage

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Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Partial
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Partial
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

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Express
(Visual)

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Process
Business
(Adage

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Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Full
Full
Full
Full
Full
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

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Infor10
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Express
(Visual)

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Process
Business
(Adage

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Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Full
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Partial
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Partial
Partial
Partial
None
None
None
Partial
None
None
None
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
Partial
Partial
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

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Infor10
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(Visual)

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Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Partial
Partial
Full
Partial
Full
Full
Full
Full
Full
Partial
Full
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
Partial
Partial
Partial
None
Partial
Partial
None
None
None
None
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
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Business
(Adage

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Integrated
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Intuitive
ERP

IPSO-Biz

IPSO-PME

United States
Vietnam

Full
Full

None
None

Full
None

Full
None

Full
None

None
None

Partial
None

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Full
Full
None
Full
Full
Full
None
Full
Full
None
Full
Full
Full

None
Partial
None
Partial
Partial
Partial
None
None
None
None
None
None
Partial

Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

None
Full
None
Full
Full
None
None
None
None
None
None
None
Full

None
None
None
Full
Full
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
Partial

Primary

N/A

Minimal

Some

N/A

N/A

N/A

Secondary
Minimal
Secondary
Primary
Primary

N/A
N/A
N/A
Primary
N/A

Minimal
Some
Some
Some
Minimal

Some
Some
Some
Some
Secondary

N/A
N/A
N/A
Primary
N/A

N/A
N/A
Secondary
Primary
Primary

N/A
N/A
N/A
Primary
N/A

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

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Minimal

N/A

Some

Minimal

N/A

Secondary

N/A

Some

N/A

Some

Minimal

N/A

N/A

N/A

Some
Minimal

N/A
N/A

Primary
Secondary

Minimal
Minimal

N/A
N/A

N/A
N/A

N/A
N/A

N/A

N/A

Primary

Some

N/A

Primary

N/A

54 Professional, scientific,
and technical services

Minimal

N/A

Primary

Some

N/A

Primary

N/A

55 Management of
companies and enterprises

Minimal

N/A

Primary

Some

N/A

Primary

Secondary

N/A

N/A

Secondary

Minimal

N/A

Secondary

N/A

N/A

N/A

Primary

Minimal

N/A

Secondary

N/A

N/A

N/A

Primary

Some

N/A

N/A

N/A

71 Arts, entertainment and

recreation

N/A

N/A

Secondary

Minimal

N/A

N/A

N/A

72 Accommodation and food

services

N/A

N/A

Primary

Secondary

N/A

N/A

N/A

N/A

N/A

Primary

Some

N/A

N/A

N/A

N/A

N/A

Minimal

Minimal

N/A

N/A

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

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CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

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Intuitive
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IPSO-Biz

IPSO-PME

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
Primary
N/A
N/A
Primary
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
N/A
Secondary
N/A
N/A
N/A
Primary

Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
Secondary
Secondary
Secondary
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
Primary
N/A
N/A
N/A
Primary

Primary
Primary
Primary
N/A
Secondary
N/A
N/A
N/A
N/A

N/A

N/A

Primary

Secondary

N/A

N/A

N/A

Primary

Primary

N/A

Primary

Primary

Primary

Primary

CPA Magazine
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N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

N/A

N/A

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

N/A

N/A

Primary

N/A

Secondary

Secondary

N/A

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Secondary

N/A

N/A

Secondary

N/A

N/A

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

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General ledger

Infor10
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In current
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In current
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Intacct

In current
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Integrated
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In current
release

Intuitive
ERP

In current
release

IPSO-Biz

IPSO-PME

In current
release

3rd party
using same
tools and
database as
primary
system

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

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Integrated
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Intuitive
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IPSO-Biz

IPSO-PME

Fixed assets

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

Next Year

Workaround

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

Question

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Discrete

Process

Make to stock

Make to order

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

In current
release

Minor
Modification

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modification

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

Infor10
ERP
Express
(Visual)

Prepared by 180 Systems

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

Minor
Modification

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

In current
release

Next Year

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

In current
release

Next Year

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

HR

Infor10
ERP
Process
Business
(Adage

N/A

N/A

Major
Modification

In current
release

CPA Magazine
2014 ERP Survey
Question

Contact management

Customer relationship
management

Business intelligence

Corporate performance
management

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Workaround

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

Next Year

N/A

Construction

In current
release

N/A

3rd party
using
different
tools than
primary
system

Not-for-profit

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Retail

Document management

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Type ahead/autofill

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

User defined help

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

Question

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Screens on dual monitors

open at same time without
additional license

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Add user-defined fields to

screen

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Without changing source

code

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Platform for business

partners to extend solution

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Next Year

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Multiple companies

Automatic balancing of
intercompany transactions

Purchase order automatically

becomes sales order

Share inventory across

separate companies

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Share vendors across

separate companies

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

3rd party
using
different
tools than
primary
system

Multiple companies in same

database and each company
can have a different home
currency

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Calculate realized gains and

losses

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Invoice and payment in

different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By account code segment

(e.g., department)

By employee or by role

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

Workflow

Online review and approval

of transactions

Alerts on pending and late

activities

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Visual view of business

process

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Configurable without being a

programmer

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

Generate emails with link

back to system for approval

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Optimized UI for some

functions on Android

Optimized UI for some

functions on Blackberry

Optimized UI for some

functions on Microsoft
Windows Phone

Infor10
ERP
Express
(Visual)

Next Year

N/A

Infor10
ERP
Process
Business
(Adage

N/A

N/A

Intacct

In current
release

In current
release

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

N/A

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

3rd party
using same
tools and
Workaround
Workaround
database as
primary
system

Next Year

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

Cloud ready
Multitenant architecture
SaaS delivery model

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Hosted option

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Minor
Modification

In current
release

N/A

N/A

In current
release

N/A

N/A

Next Year

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

Browser support

Firefox

Chrome

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Safari

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

Next Year

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Internet Explorer

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Uses same password

security as application

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Includes metrics

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Includes graphs

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Includes to-do items

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

Question

OLAP

Create OLAP cubes

Prepared by 180 Systems

Next Year

CPA Magazine
2014 ERP Survey
Question

Built-in OLAP cubes

Infor10
ERP
Express
(Visual)

Next Year

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Financial
Analysis codes / reporting
structure
3rd party
Attach analysis codes to
using same
general ledger account
tools and
segments. For example, attach
database as
a region code to an account
primary
segment for office
system

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Based on percentage

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Based on actuals

In current
release

In current
release

In current
release

In current
release

Workaround

Next Year

N/A

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Compare (actuals +
commitments) to budgets

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Minor
Modification

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

N/A

Workaround

In current
release

Minor
Modification

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Prevent exceeding budget on

Minor
purchase order
Modification

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

3rd party
using same
Source acct. can be different
tools and
than target acct.
database as
primary
system

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Import budget from Excel

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Next Year

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Next Year

N/A

Question

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

N/A

Project accounting

Project can be updated by

any financial transaction

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Compare budget to actual

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Span fiscal years

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Project subledger (not

tracked in general ledger)

In current
release

N/A

In current
release

Next Year

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

N/A

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

Workaround

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

Workaround

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Infor10
ERP
Express
(Visual)

Workaround

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Workaround

N/A

N/A

In current
release

Workaround

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Next Year

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

Workaround

Workaround

Workaround

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Infor10
ERP
Express
(Visual)

Workaround

Workaround

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Next Year

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

N/A

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

Workaround

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Infor10
ERP
Process
Business
(Adage

Intacct

Workaround

N/A

3rd party
using
different
tools than
primary
system

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Workaround

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Infor10
ERP
Express
(Visual)

Integrated
Office
Accounting

Intuitive
ERP

Minor
Workaround
Modification

IPSO-Biz

IPSO-PME

N/A

N/A

Fixed assets
Setup

Multiple books

N/A

Workaround

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Declining balance

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Half-year convention

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Question

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

Next Year

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

Next Year

In current
release

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

Infor10
ERP
Express
(Visual)

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

Next Year

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

Next Year

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

Workaround

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Back order fulfillment based

on customer priority

Back order fulfillment based

on order date

Back order fulfillment based

on requested ship date

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

Available To promise

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

In current
release

In current
release

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modification

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

Data collection

Bar coding

In current
release

Landed cost

Based on std. percentages

Prepared by 180 Systems

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Based on actuals

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

EDI supported

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

In current
release

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modification

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

Workaround

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

Workaround

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

Workaround

Workaround

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

Workaround

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Infor10
ERP
Express
(Visual)

Workaround

Put away

Pallet, case and unit put

away

System selects the best

location

Workaround

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Consolidate requisitions into

purchase orders

In current
release

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Approval process

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Manufacturing
Type supported

Process (EG food)

Repetitive (EG consumer

electronics)

Make to stock (EG consumer

household goods)

Prepared by 180 Systems

Major
Modification

Minor
Modification

In current
release

CPA Magazine
2014 ERP Survey
Question

Assemble to order (EG

personal computers)

Make to order (EG complex

custom products)

Engineer to order (e.g., ship

building)

MRP

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

In current
release

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Infor10
ERP
Express
(Visual)

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Based on resource capacity

of labour and equipment

In current
release

Based on grouping jobs to

minimize setup

3rd party
using
different
tools than
primary
system

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Data collection by bar codes

for labour and materials

Infor10
ERP
Express
(Visual)

In current
release

Record any downtime with

reason code

In current
release

Based on PLC
(programmable logic
controller)

3rd party
using
different
tools than
primary
system

Quality control

Prepared by 180 Systems

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

Next Year

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

Next Year

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

Infor10
ERP
Express
(Visual)

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

Major
Modification

CPA Magazine
2014 ERP Survey
Question

Colour size matrix for

apparel manufacturing

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Major
Modification

In current
release

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Professional services
Flexible invoicing

Can add any text to invoice

Time and material

Fixed fee

Percentage complete

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Workaround

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Cost plus

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

In current
release

Workaround

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

Minor
Modification

3rd party
using
different
tools than
primary
system

Workaround

In current
release

N/A

Scheduling

Based on availability

Match skills

Workaround

Match employee preferences Workaround

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

Timesheets

1 week at a time

In current
release

N/A

Note field for each

project/day

Workaround

N/A

In current
release

3rd party
using
different
tools than
primary
system

Identify overtime

In current
release

N/A

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Workaround

Infor10
ERP
Process
Business
(Adage

N/A

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

Intacct

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Major
Modification

N/A

N/A

In current
release

Next Year

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Could enter time for a

project, phase and task

N/A

N/A

In current
release

Next Year

In current
release

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

N/A

N/A

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Question

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

Workaround

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Maximums per day

Infor10
ERP
Express
(Visual)

Workaround

Infor10
ERP
Process
Business
(Adage

In current
release

Intacct

Integrated
Office
Accounting

Intuitive
ERP

In current
release

3rd party
using
different
tools than
primary
system

IPSO-Biz

IPSO-PME

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

WIP

Maintain WIP history

Generate bill from WIP

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

Write-downs or write-ups

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Next Year

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Revenue Recognition

Based on hours booked *

rate

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Prepared by 180 Systems

Workaround

Workaround

N/A

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

Infor10
ERP
Express
(Visual)

N/A

Infor10
ERP
Process
Business
(Adage

N/A

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

In current
release

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

Workaround

Workaround

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

N/A

Workaround

N/A

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

Workaround

N/A

In current
release

Major
Modification

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

Workaround

CPA Magazine
2014 ERP Survey
Question

Pass through charges from

A/P to client

Charge customer for

equipment usage

Change orders

Construction
Estimating

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

N/A

In current
release

N/A

In current
release

Major
Modification

3rd party
using
different
tools than
primary
system

Workaround

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Next Year

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

N/A

Workaround

N/A

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Infor10
ERP
Express
(Visual)

Major
Modification

Detailed estimates based on

Major
take-offs that Include floor
Modification
area, drywall and appliances

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

Next Year

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Bids online

In current
release

Bids via spreadsheet

3rd party
using
different
tools than
primary
system

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

Major
Modification

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Major
Modification

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

Next Year

In current
release

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

3rd party
using
different
tools than
primary
system

In current
release

Billing

By % complete

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

By milestone

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

Next Year

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

In current
release

N/A

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Track service history by

serial no.

Generate quote for customer

Generate work order

Generate invoice for work

done and inventory used

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)
3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Next Year

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Next Year

Minor
Modification

N/A

In current
release

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

In current
release

Major
Modification

Self service by client

Check status

Prepared by 180 Systems

Major
Modification

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

Next Year

Minor
Modification

N/A

N/A

Major
Modification

N/A

3rd party
using
different
tools than
primary
system

Next Year

Minor
Modification

N/A

N/A

Major
Modification

N/A

N/A

Next Year

Workaround

N/A

N/A

Infor10
ERP
Express
(Visual)
3rd party
using
different
tools than
primary
system

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Major
Modification

N/A

N/A

Next Year

Workaround

N/A

N/A

In current
release

N/A

N/A

N/A

Workaround

In current
release

In current
release

Major
Modification

N/A

N/A

N/A

Workaround

N/A

N/A

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Workaround

N/A

N/A

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Maintain history of
compensation and ratings

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Record company assets

including keys, Blackberries,
laptops given out to
employees

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Question

Generate work flow approval

on change of certain
information

Skills and degrees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

N/A

N/A

N/A

Workaround

N/A

In current
release

Absence approval process

In current
release

N/A

N/A

N/A

Workaround

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Question

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

Workaround

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

N/A

N/A

Workaround

N/A

3rd party
using same
tools and
database as
primary
system

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Eligibility dates for benefits

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Track performance review

process - dates, ratings

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

Employee update courses

online

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

Registration for internal

courses by employees

In current
release

N/A

N/A

N/A

Workaround

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

Infor10
ERP
Express
(Visual)

In current
release

Infor10
ERP
Process
Business
(Adage

N/A

Intacct

N/A

Integrated
Office
Accounting

N/A

Intuitive
ERP

In current
release

IPSO-Biz

IPSO-PME

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Show status of document

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

N/A

N/A

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Search for key words

Infor10
ERP
Express
(Visual)

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Marketing automation

Service management

Infor10
ERP
Express
(Visual)

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Infor10
ERP
Express
(Visual)

Order confirmation includes

a link to secure customer
portal

3rd party
using same
tools and
database as
primary
system

Customer can check order

status online

3rd party
using same
tools and
database as
primary
system

3rd party
using same
Link to carrier's website and
tools and
view status of shipment based
database as
on tracking no.
primary
system

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modification

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Infor10
ERP
Express
(Visual)

In current
release

In current
release

Infor10
ERP
Process
Business
(Adage

Intacct

Integrated
Office
Accounting

Intuitive
ERP

IPSO-Biz

IPSO-PME

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Oracle

Jonas Software

Aptean

MOMENTUM
TECHNOLOG
IES

Beckard
Associates

9.1

12.1

X1

2.6

11.8.4

Kaley O'Neill

Slava
Pastukhov

Winnie Chen

Katie
Pasciucco

Andy McNutt

Armand
Hudon

Dave Savard

416-4320666

905-886-5324
2459

905-8750575 102

617-2267600

317-2491480

418-6816363 2224

416-3230322 25

System information
Vendor name

Version no.

Profit
Deltek |
Solutions
Maconomy
International

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

kaley.oneill slava.pastukho
katie.pasciu andy.mcnutt armand.hud dave.savard
wchen@psie
@oracle.co v@jonassoftwa
cco@macon @aptean.co on@moment @beckard.c
rp.com
m
re.com
omy.com
m
um-tech.ca
om

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Website

www.jonaswww.oracle.
www.psierp. www.macon www.aptean www.manito www.beckar
construction.c
com
com
omy.com
.com/m2m
u-psa.com
d.com
om

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

NA
NA
NA

$2,500
10
$25,000

$2,500
25
$62,500

$1,000
150
$150,000

$3,500
20
$70,000

NA
NA
NA

$1,200
40
$48,000

NA

0.5

1.5

0.25

NA

0.75

NA

$12,500

$93,750

$150,000

$17,500

NA

$36,000

NA

$37,500

$156,250

$300,000

$87,500

NA

$84,000

Average annual fee / user ($)

NA

NA

$1,680

NA

NA

NA

$600

Average no. of users

Average annual fees ($)

NA
NA

NA
NA

20
$33,600

NA
NA

NA
NA

NA
NA

25
$15,000

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Average implementation
costs / average fees - year one

NA

NA

NA

NA

NA

Average implementation
costs - year one ($)

NA

NA

$33,600

NA

NA

NA

$15,000

NPV over 5 years (discount

rate of 5%) ($)

NA

NA

$177,470

NA

NA

NA

$79,228

NA

1,200

450

13,000

9,000

NA

65

NA

1,000

300

1,000

3,000

NA

65

Previous year revenue - all

systems - in Millions ($)

NA

18

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

18

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

11

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

11

NA

NA

NA

NA

NA

Question

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Primary
Primary
N/A

N/A
N/A
Primary

Secondary
Primary
N/A

Secondary
Primary
N/A

N/A
Primary
N/A

N/A
Secondary
Primary

Secondary
Primary
Secondary

Primary
Secondary
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
Primary
Secondary

Secondary
Primary
Secondary

Primary

Primary

Secondary

Secondary

Secondary

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

Secondary

N/A

Primary

Secondary

Primary

Full
Full
Full
Full

None
None
None
None

None
None
None
None

None
None
None
None

None
None
None
None

None
None
None
None

None
None
None
None

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Full
Full
None
None
Full
Full
None
None
None
Full
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Full
Full
Partial
Partial
Partial
Partial
Full
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

None
Full
None
Full
None
Full
None
None
Full
None
None
None
None
Full
None
None
Full
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Partial
Full
Full
Full
Partial
Full
Partial
Full
Full
Partial
Partial
Partial

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Partial
Partial
Partial
Partial
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Full
Full
Full
Full
Full
Full
Partial
Partial
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

United States
Vietnam

Full
Partial

Full
None

Partial
None

Full
Full

Full
None

Full
None

Full
None

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
None

None
Partial
Full
Full
Full
Full
None
Partial
Partial
Full
Partial
Partial
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

Primary

Secondary

N/A

N/A

N/A

N/A

N/A

Primary
Primary
Primary
Primary
Primary

Secondary
Primary
N/A
N/A
N/A

N/A
N/A
Secondary
Primary
Secondary

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Primary
N/A

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Primary
Primary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Primary

N/A

N/A

N/A

N/A

N/A

Primary

Primary

N/A

Secondary

N/A

N/A

N/A

Primary

Primary
Some

N/A
Secondary

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary

Secondary

N/A

N/A

N/A

N/A

N/A

54 Professional, scientific,
and technical services

Primary

N/A

Primary

Primary

N/A

Primary

N/A

55 Management of
companies and enterprises

Primary

N/A

Some

Primary

N/A

N/A

N/A

56 Administrative and
support and waste
management and remediation
services

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

Some

N/A

Some

N/A

N/A

N/A

N/A

N/A

N/A

71 Arts, entertainment and

recreation

Primary

N/A

N/A

N/A

N/A

N/A

N/A

72 Accommodation and food

services

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Primary

Primary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Primary
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
-

Secondary
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
N/A

Primary
Primary
Primary
Primary
Primary
Primary
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
Secondary
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Secondary
N/A
N/A
N/A
N/A
Primary

Primary

Primary

Secondary

Primary

N/A

Primary

Secondary

N/A

Primary

Primary

Primary

Primary

N/A

Primary

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

N/A

Secondary

N/A

N/A

N/A

N/A

On premises (software is
installed and run on
customer's hardware)

Primary

Primary

Primary

N/A

Primary

Secondary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Secondary

N/A

N/A

N/A

Primary

Primary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

N/A

Primary

N/A

Secondary

N/A

N/A

Question

Mac OS (without Web

browser)
Software delivery

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

General ledger

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Financial reporting

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Accounts receivable

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Accounts payable

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

In current
release

Fixed assets

In current
release

Major
Modification

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Multicurrency

In current
release

Major
Modification

In current
release

In current
release

In current
release

Next Year

In current
release

Budgeting and forecasting

In current
release

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Inventory

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Purchase order

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Warehouse management

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Question

Manufacturing

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CPA Magazine
2014 ERP Survey
Question

Discrete

JD Edwards
E1 &
Supporting
Oracle
Modules

In current
release

Jonas
Software

N/A

LeanEra

In current
release

Maconomy

N/A

Made2Man
age

In current
release

MANITOU

MasterWor
ks

N/A

3rd party
using
different
tools than
primary
system

Process

In current
release

N/A

In current
release

N/A

Minor
Modification

N/A

3rd party
using
different
tools than
primary
system

Make to stock

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Make to order

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

In current
release

N/A

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

N/A

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Time billing

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

N/A

Canadian payroll

In current
release

Major
Modification

Workaround Workaround

In current
release

N/A

In current
release

US payroll

In current
release

Major
Modification

Workaround Workaround

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

Question

In current
release

HR

Prepared by 180 Systems

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Contact management

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Customer relationship
management

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence

In current
release

N/A

In current
release

In current
release

In current
release

Next Year

In current
release

Corporate performance
management

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Construction

In current
release

Major
Modification

In current
release

N/A

N/A

N/A

N/A

Not-for-profit

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Retail

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

Document management

In current
release

Major
Modification

In current
release

N/A

Workaround

N/A

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

Type ahead/autofill

In current
release

Major
Modification

N/A

N/A

In current
release

N/A

In current
release

User defined help

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Question

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

N/A

N/A

In current
release

In current
release

N/A

Add user-defined fields to

screen

In current
release

Major
Modification

In current
release

In current
release

In current
release

Next Year

N/A

Used in report selection and

ordering

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Without changing source

code

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

N/A

Question

Screens on dual monitors

open at same time without
additional license
Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

N/A

N/A

In current
release

N/A

N/A

Automatic balancing of
intercompany transactions

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Purchase order automatically

becomes sales order

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Share inventory across

separate companies

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Question

Platform for business

partners to extend solution

Multiple companies

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Share vendors across

separate companies

In current
release

Major
Modification

In current
release

In current
release

Minor
Modification

N/A

In current
release

Multiple companies in same

database and each company
can have a different home
currency

In current
release

Major
Modification

In current
release

N/A

N/A

N/A

In current
release

Calculate realized gains and

losses

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Calculate unrealized gains

and losses

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Question

Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

By company

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modification

In current
release

In current
release

In current
release

Minor
Modification

In current
release

Question

Invoice and payment in

different currencies

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late

activities

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Question

By account code segment

(e.g., department)

By employee or by role
Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Visual view of business

process

In current
release

Major
Modification

N/A

N/A

N/A

N/A

N/A

Configurable without being a

programmer

In current
release

Major
Modification

In current
release

N/A

N/A

In current
release

N/A

Generate emails with link

back to system for approval

In current
release

Major
Modification

N/A

N/A

N/A

Next Year

N/A

In current
release

Major
Modification

In current
release

N/A

N/A

Next Year

In current
release

Question

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Optimized UI for some

functions on Android

In current
release

Major
Modification

In current
release

N/A

N/A

Next Year

In current
release

Optimized UI for some

functions on Blackberry

In current
release

Major
Modification

In current
release

N/A

N/A

Minor
Modification

In current
release

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

Major
Modification

N/A

N/A

N/A

Minor
Modification

In current
release

Multitenant architecture

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

SaaS delivery model

In current
release

Major
Modification

In current
release

N/A

N/A

In current
release

In current
release

Question

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Hosted option

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

Workaround

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

Browser support

Firefox

Chrome

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Safari

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

Internet Explorer

In current
release

Major
Modification

N/A

N/A

N/A

In current
release

In current
release

In current
release

Major
Modification

N/A

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

N/A

Next Year

N/A

In current
release

Next Year

In current
release

Includes graphs

In current
release

N/A

In current
release

N/A

In current
release

Next Year

In current
release

Question

Uses same password

security as application

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Includes to-do items

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Configurable without a
programmer

In current
release

N/A

Next Year

N/A

In current
release

Next Year

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Question

OLAP

Create OLAP cubes

Prepared by 180 Systems

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

N/A

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

Major
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

Major
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Based on percentage

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Based on actuals

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on

purchase order

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
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JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Foreign currency translation

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Source acct. can be different

than target acct.

In current
release

Minor
Modification

In current
release

In current
release

N/A

N/A

In current
release

Across entities with different

fiscal year ends

In current
release

Minor
Modification

Minor
Modification

In current
release

N/A

N/A

In current
release

Question

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

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Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Import budget from Excel

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Compute budget using

formula

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Exported data is formatted

and includes formulas

In current
release

In current
release

In current
release

N/A

N/A

Question

Prepared by 180 Systems

Minor
Minor
Modification Modification

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

N/A

Project accounting

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

JD Edwards
E1 &
Supporting
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Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Multiple levels of approval

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Escalation rules

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Question

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Wages and benefits

calculated based on rates in
payroll

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Driver-based budgeting

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Based on trends

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Question

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

N/A

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

N/A

In current
release

In current
release

Next Year

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Declining balance

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Half-year convention

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Question

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Track all work done on asset

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Schedule maintenance

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Back order fulfillment based

on customer priority

In current
release

In current
release

In current
release

In current
release

Minor
Modification

N/A

In current
release

Back order fulfillment based

on order date

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Back order fulfillment based

on requested ship date

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Question

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

Minor
Modification

In current
release

N/A

N/A

N/A

N/A

In current
release

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Pallet, case and unit put

away

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

System selects the best

location

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

System directs pickers to

location in warehouse

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

Repetitive (EG consumer

electronics)

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Make to stock (EG consumer

household goods)

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Question

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Assemble to order (EG

personal computers)

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Make to order (EG complex

custom products)

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Engineer to order (e.g., ship

building)

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Question

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Based on resource capacity

of labour and equipment

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Based on grouping jobs to

minimize setup

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Graphical view - drag and

drop production orders

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Question

Shop floor data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Data collection by bar codes

for labour and materials

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Record any downtime with

reason code

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

N/A

N/A

Question

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Colour size matrix for

apparel manufacturing

In current
release

N/A

N/A

N/A

Major
Modification

N/A

N/A

Engineering change
management

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Multisite production - plan

across locations

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Question

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed fee

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Percentage complete

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Question

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Based on availability

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

Match skills

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

Match employee preferences

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

N/A

Question

Cost plus

Scheduling

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

1 week at a time

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Note field for each

project/day

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Identify overtime

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Question

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

3rd party
using same
tools and
database as
primary
system

N/A

Next Year

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Could enter time for a

project, phase and task

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Different (lower) cost/user

for timesheet and expense
module

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Question

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Maintain WIP history

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Generate bill from WIP

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

Question

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Based on % complete

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Subscription revenue is
deferred and recognized
monthly

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Question

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

Minor
Modification

N/A

Next Year

In current
release

In current
release

In current
release

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

Minor
Modification

N/A

CPA Magazine
2014 ERP Survey
Question

Pass through charges from

A/P to client

Charge customer for

equipment usage

Change orders

Construction
Estimating

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Minor
Modification

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

JD Edwards
E1 &
Supporting
Oracle
Modules

N/A

Jonas
Software

In current
release

LeanEra

N/A

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Bids online

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Bids via spreadsheet

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Generate schedule based on

start date, lag time between
activities and dependencies

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

Update schedule as work

gets completed

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

Question

Scheduling

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

Generate quote for customer

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Generate work order

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Self service by client

Check status

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Made2Man
age

MANITOU

MasterWor
ks

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

N/A

Maconomy

In current
release

In current
release

N/A

Pictures attached to
employee and available for
view by employees that have
access

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Self serve over the Internet

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Maintain history of
compensation and ratings

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Record company assets

including keys, Blackberries,
laptops given out to
employees

In current
release

N/A

N/A

In current
release

Workaround

In current
release

N/A

Question

Generate work flow approval

on change of certain
information

Skills and degrees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Absence approval process

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Question

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

In current
release

N/A

N/A

Workaround Workaround

Minor
Modification

N/A

Eligibility dates for benefits

In current
release

In current
release

N/A

Workaround Workaround

Minor
Modification

N/A

Question

Track performance review

process - dates, ratings

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

N/A

In current
release

Workaround

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

Workaround

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

N/A

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

JD Edwards
E1 &
Supporting
Oracle
Modules

In current
release

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Workaround

N/A

N/A

Search on file names

In current
release

In current
release

In current
release

N/A

Workaround

Minor
Modification

N/A

Search for embedded text

In current
release

In current
release

In current
release

N/A

Workaround

In current
release

N/A

Question

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Search for key words

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

In current
release

In current
release

N/A

Workaround

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

Marketing automation

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Service management

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

Order confirmation includes

a link to secure customer
portal

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Customer can check order

status online

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Link to carrier's website and

view status of shipment based
on tracking no.

In current
release

N/A

N/A

N/A

Minor
Modification

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Question

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

JD Edwards
E1 &
Supporting
Oracle
Modules

Jonas
Software

LeanEra

Maconomy

Made2Man
age

MANITOU

MasterWor
ks

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Microsoft

Minotaur
Software

Master
System

OHM
SYSTEMS
INC

N/A

12.2

2014.2

11.2

Henrik
Gtle

Wendy Pineo

Karen
Meehan

John Leslie

Deivis
Mercado

Robert
Greenberg

Catherine
Anbil

905-3630955

905-4587575 103

514-9392306 2030

613-2255050 4125

650-6271136

626-8210882 113

513-7710008

System information
Vendor name

Version no.

Momentis
Multiview
NetSuite Inc.
Systems Inc. Incorporated

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

wendy@min kmeehan@ john.leslie@ dmercado@ bobg@mast

henrikg@mi
snaca@ohm
otaursoftwar momentis.c multiviewcor netsuite.co ersystem.co
crosoft.com
world.com
e.com
om
p.com
m
m

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Website

http://www.n
www.micros www.minota
etsuite.com/
www.mome www.multivi
www.master www.ohmwo
oft.ca/dyna ursoftware.c
portal/produ
ntis.com
ewcorp.com
system.com
rld.com
mics
om
cts/netsuite/
erp.shtml

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

NA
NA
NA

$2,000
20
$40,000

NA
NA
NA

$3,500
6
$21,000

NA
NA
NA

$1,900
17
$32,300

$5,500
60
$330,000

NA

0.75

NA

0.75

NA

0.5

0.75

NA

$30,000

NA

$15,750

NA

$16,150

$247,500

NA

$70,000

NA

$36,750

NA

$48,450

$577,500

Average annual fee / user ($)

NA

NA

NA

NA

$1,188

$1,900

$690

Average no. of users

Average annual fees ($)

NA
NA

NA
NA

NA
NA

NA
NA

50
$59,400

17
$32,300

60
$41,400

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Average implementation
costs / average fees - year one

NA

NA

NA

NA

0.5

0.25

Average implementation
costs - year one ($)

NA

NA

NA

NA

$59,400

$16,150

$10,350

NPV over 5 years (discount

rate of 5%) ($)

NA

NA

NA

NA

$313,742

$155,223

$189,097

NA

360

150

850

20,000

9,000

233

NA

155

150

750

20,000

9,000

189

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

$309

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

$415

5.5

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

6.25

NA

Question

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Primary
Primary
Primary

N/A
Primary
Secondary

N/A
N/A
N/A

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
Primary

Secondary
Primary
N/A

Secondary
Primary
Secondary

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Primary
N/A
N/A

N/A
Primary
N/A

N/A
N/A
N/A

Primary

N/A

N/A

Primary

Secondary

N/A

N/A

Primary

Primary

N/A

Secondary

Primary

Primary

N/A

Secondary

Secondary

N/A

Secondary

Secondary

N/A

N/A

Partial
Full
Full
Full

None
None
None
None

None
Partial
None
None

None
None
None
None

None
Full
None
None

None
Partial
None
None

Partial
Full
None
None

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Partial
Partial
Full
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
Partial
Partial
Partial
None
Full
None
Partial
None
Full
None
None
Full
None
None
Full
None
None
None
None

None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Full
Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
None
Full
None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

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Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Partial
Full
Full
Full
None
Full
Partial
Full
Partial
None
Partial
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Full
Full
Full
Partial
Partial
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Full
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
Full

None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

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Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Full
Full
Full
Partial
Full
Full
Full
Full
Partial
Full
Full
Partial
Full
Partial
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Partial
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
Full
None
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

United States
Vietnam

Full
Partial

Full
None

None
None

Full
None

Full
None

Full
None

Full
None

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

None
Partial
None
Full
Partial
None
None
None
None
None
None
None
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
Full
None
Full
Full
None
None
None
Full
None
None
None
Full

None
Full
None
Full
None
None
None
None
None
None
None
None
None

None
Partial
Full
Full
Full
Full
None
Full
None
None
None
None
Full

Primary

Secondary

N/A

Some

Minimal

N/A

Minimal

Primary
Primary
Primary
Primary
Primary

Some
N/A
N/A
Primary
Primary

N/A
N/A
N/A
Secondary
Primary

Some
Some
Some
Some
Some

Minimal
Some
Minimal
Primary
Primary

N/A
N/A
N/A
N/A
Primary

Some
Some
Some
Primary
Secondary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

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CPA Magazine
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Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Primary

Some

Secondary

Some

Primary

Primary

Secondary

Primary

Some

N/A

Some

Primary

Primary

Some

Primary
Primary

N/A
N/A

N/A
N/A

Some
Primary

Primary
Some

N/A
N/A

Secondary
Secondary

Primary

N/A

N/A

Some

Minimal

N/A

Some

54 Professional, scientific,
and technical services

Primary

N/A

Minimal

Secondary

Primary

N/A

Some

55 Management of
companies and enterprises

Primary

N/A

N/A

Some

Primary

N/A

Some

56 Administrative and
support and waste
management and remediation
services

Primary

N/A

N/A

Some

Minimal

N/A

N/A

Primary

N/A

N/A

Some

Secondary

N/A

N/A

Primary

N/A

N/A

Primary

Secondary

N/A

N/A

71 Arts, entertainment and

recreation

Primary

N/A

N/A

Secondary

Minimal

N/A

N/A

72 Accommodation and food

services

Primary

N/A

N/A

Some

Minimal

Primary

N/A

Primary

N/A

N/A

Some

Minimal

N/A

N/A

Primary

N/A

N/A

Some

Minimal

N/A

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

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Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

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Financials

NetSuite

Office
Master
System

OHM-WARE

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
Secondary
N/A
N/A
N/A
N/A
Secondary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Secondary

N/A

Primary

N/A

Primary

Secondary

Primary

Primary

Primary

Secondary

Primary

N/A

Primary

Primary

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

N/A

Secondary

N/A

N/A

N/A

Primary

Primary

Primary

Primary

N/A

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Secondary

N/A

Secondary

N/A

Primary

Primary

Secondary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Secondary

Secondary

Secondary

N/A

Primary

Secondary

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

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CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Fixed assets

In current
release

In current
release

Workaround

In current
release

In current
release

N/A

N/A

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Manufacturing

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CPA Magazine
2014 ERP Survey
Microsoft
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ERP

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Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Discrete

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Process

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Make to stock

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Make to order

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Service management

In current
release

In current
release

N/A

Workaround

In current
release

N/A

N/A

Professional services
automation

In current
release

N/A

N/A

Workaround

In current
release

N/A

N/A

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

Question

Other

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

Microsoft
Dynamics
ERP

In current
release

In current
release

In current
release

In current
release

HR

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Minotaur
Software

In current
release

In current
release

Momentis
Fashion
System

N/A

Workaround

Multiview
Financials

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

NetSuite

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Contact management

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Customer relationship
management

In current
release

In current
release

Minor
Modification

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Business intelligence

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Corporate performance
management

Workaround

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
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Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

Construction

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Not-for-profit

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Retail

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

Document management

Prepared by 180 Systems

In current
release

In current
release

Workaround Workaround

N/A

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Shortcuts to specific
programs

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Type ahead/autofill

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

User defined help

N/A

N/A

Minor
Modification

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Question

Generic features
Ease of use
Consistent user interface
throughout the application

Only need a browser

Multiple criteria to find a

record
Global search

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CPA Magazine
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Question

Screens on dual monitors

open at same time without
additional license

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Customization

Add user-defined fields to

screen

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Without changing source

code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

Automatic balancing of
intercompany transactions

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

Purchase order automatically

becomes sales order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Share inventory across

separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Platform for business

partners to extend solution

Multiple companies

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Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Share vendors across

separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Workaround

In current
release

In current
release

In current
release

N/A

Calculate realized gains and

losses

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

Multiple companies in same

database and each company
can have a different home
currency
Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Invoice and payment in

different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

In current
release

Minor
Minor
Modification Modification

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

By account code segment

(e.g., department)

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By employee or by role
Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Visual view of business

process

Microsoft
Dynamics
ERP

N/A

Minotaur
Software

Momentis
Fashion
System

Minor
Workaround
Modification

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

In current
release

N/A

N/A

Configurable without being a

programmer

N/A

N/A

Workaround

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Generate emails with link

back to system for approval

N/A

Minor
Modification

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Minor
Modification

Next Year

In current
release

In current
release

N/A

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Optimized UI for some

functions on Android

N/A

N/A

Minor
Modification

Next Year

N/A

In current
release

N/A

Optimized UI for some

functions on Blackberry

N/A

N/A

N/A

Next Year

N/A

In current
release

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

N/A

Minor
Modification

Next Year

N/A

In current
release

N/A

Multitenant architecture

N/A

N/A

Workaround

N/A

In current
release

In current
release

N/A

SaaS delivery model

N/A

N/A

Workaround

N/A

In current
release

In current
release

N/A

Question

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

In current
release

Workaround

N/A

N/A

In current
release

N/A

Firefox

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Chrome

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Question

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Safari

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

Internet Explorer

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

In current
release

In current
release

Next Year

In current
release

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

Minor
Modification

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Includes metrics

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Includes graphs

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Uses same password

security as application

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Includes to-do items

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Configurable without a
programmer

N/A

Major
Modification

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Question

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Based on percentage

In current
release

Major
Modification

N/A

In current
release

In current
release

N/A

In current
release

Based on actuals

In current
release

Major
Modification

N/A

In current
release

In current
release

N/A

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Compare (actuals +
commitments) to budgets

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Prevent exceeding budget on

purchase order

In current
release

Minor
Modification

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Foreign currency translation

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Source acct. can be different

than target acct.

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Across entities with different

fiscal year ends

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Rows and columns can be

defined

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

In current
release

In current
release

Workaround

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Multiple budgets

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Question

N/A

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Compute budget using

formula

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Exported data is formatted

and includes formulas

In current
release

Minor
Modification

N/A

In current
release

In current
release

In current
release

In current
release

Import budget from Excel

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Project can be updated by

any financial transaction

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

Compare budget to actual

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Project subledger (not

tracked in general ledger)

In current
release

In current
release

N/A

In current
release

N/A

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

Microsoft
Dynamics
ERP

In current
release

In current
release

Minotaur
Software

N/A

N/A

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

Microsoft
Dynamics
ERP

In current
release

N/A

In current
release

In current
release

Minotaur
Software

In current
release

N/A

N/A

N/A

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Microsoft
Dynamics
ERP

In current
release

N/A

Minotaur
Software

In current
release

N/A

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Major
Modification

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Track all work done on asset

In current
release

Workaround

N/A

Minor
Modification

N/A

N/A

N/A

Schedule maintenance

In current
release

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Back order fulfillment based

on customer priority

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based

on order date

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based

on requested ship date

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

Major
Modification

In current
release

Minor
Modification

In current
release

In current
release

N/A

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

In current
release

In current
release

Major
Modification

In current
release

In current
release

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Microsoft
Dynamics
ERP

In current
release

Minotaur
Software

In current
release

Momentis
Fashion
System

In current
release

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

In current
release

In current
release

Minor
Major
Modification Modification

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Major
Modification

N/A

In current
release

Put away

Pallet, case and unit put

away

System selects the best

location

In current
release

Major
Major
Modification Modification

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

N/A

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Consolidate requisitions into

purchase orders

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Approval process

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

Repetitive (EG consumer

electronics)

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Make to stock (EG consumer

household goods)

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Question

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Assemble to order (EG

personal computers)

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Make to order (EG complex

custom products)

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

Engineer to order (e.g., ship

building)

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Based on bill of materials,

inventory availability,
seasonality, trends and orders

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Based on resource capacity

of labour and equipment

In current
release

Major
Modification

N/A

N/A

In current
release

In current
release

In current
release

Based on grouping jobs to

minimize setup

In current
release

Minor
Modification

N/A

N/A

Workaround

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

In current
release

Major
Modification

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Data collection by bar codes

for labour and materials

In current
release

In current
release

N/A

N/A

Workaround

In current
release

In current
release

Record any downtime with

reason code

In current
release

Minor
Modification

N/A

N/A

Workaround

In current
release

In current
release

N/A

In current
release

N/A

N/A

Workaround

N/A

In current
release

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Microsoft
Dynamics
ERP

In current
release

Minotaur
Software

In current
release

Momentis
Fashion
System

Next Year

Multiview
Financials

N/A

NetSuite

Workaround

Office
Master
System

OHM-WARE

N/A

3rd party
using
different
tools than
primary
system

In current
release

Workaround

Next Year

N/A

Workaround

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Colour size matrix for

apparel manufacturing

Workaround

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

Workaround

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Workaround

N/A

In current
release

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Fixed fee

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Percentage complete

In current
release

Minor
Modification

N/A

In current
release

In current
release

N/A

In current
release

Question

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Based on availability

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Match skills

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Match employee preferences

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Question

Cost plus

Scheduling

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

1 week at a time

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Note field for each

project/day

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Identify overtime

In current
release

Workaround

N/A

In current
release

In current
release

N/A

In current
release

Question

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

Minor
Modification

N/A

Minor
Modification

In current
release

N/A

In current
release

N/A

Minor
Modification

N/A

Major
Modification

In current
release

N/A

In current
release

Can enter off-line and

synchronize

N/A

In current
release

N/A

Major
Modification

In current
release

N/A

In current
release

Can prepopulate timesheet

based on project assignments

N/A

Major
Modification

N/A

Major
Modification

In current
release

N/A

In current
release

Question

Web-based data entry

PDA-enabled

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Could enter time for a

project, phase and task

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Different (lower) cost/user

for timesheet and expense
module

In current
release

N/A

N/A

Minor
Modification

In current
release

N/A

In current
release

In current
release

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

Maintain WIP history

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

Generate bill from WIP

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

Question

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

N/A

Major
Modification

In current
release

N/A

In current
release

Based on % complete

In current
release

In current
release

N/A

Minor
Modification

In current
release

In current
release

In current
release

Subscription revenue is
deferred and recognized
monthly

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Based on milestone
complete

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Electronic approval of
timesheets and expense
reports

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Alert if timesheet not

completed on time

In current
release

N/A

N/A

In current
release

In current
release

N/A

In current
release

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

In current
release

In current
release

N/A

Minor
Workaround
Modification

N/A

In current
release

2-way integration with

Microsoft Project

In current
release

Major
Modification

N/A

Minor
Workaround
Modification

N/A

In current
release

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Pass through charges from

A/P to client

3rd party
using
different
tools than
primary
system

N/A

N/A

Minor
Modification

In current
release

N/A

N/A

Charge customer for

equipment usage

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

Minor
Workaround
Modification

N/A

In current
release

In current
release

In current
release

N/A

Minor
Workaround
Modification

N/A

In current
release

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

Microsoft
Dynamics
ERP

Workaround

Workaround

Minotaur
Software

N/A

N/A

Momentis
Fashion
System

N/A

N/A

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

Workaround

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Bids online

Bids via spreadsheet

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Workaround

Workaround

Workaround

Workaround

Minotaur
Software

N/A

N/A

N/A

N/A

Momentis
Fashion
System

N/A

N/A

N/A

N/A

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

Scheduling

Generate schedule based on

start date, lag time between
Workaround
activities and dependencies

Update schedule as work

gets completed

Workaround

N/A

N/A

N/A

N/A

Billing

By % complete

Prepared by 180 Systems

Workaround

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

By milestone

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

Workaround

N/A

N/A

Major
Modification

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Track service history by

serial no.

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Generate quote for customer

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Generate work order

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Generate invoice for work

done and inventory used

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Manually assign resources

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Automatically assign
resources based on skills and
availability

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Workaround

N/A

N/A

N/A

In current
release

In current
release

In current
release

Question

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Workaround

N/A

N/A

N/A

In current
release

N/A

In current
release

Workaround

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

In current
release

Workaround

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Pictures attached to
employee and available for
view by employees that have
access

In current
release

Minor
Modification

N/A

N/A

In current
release

N/A

In current
release

Self serve over the Internet

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Automated screening based

on keywords or qualifications

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Generate work flow approval

on change of certain
information

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Maintain history of
compensation and ratings

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Record company assets

including keys, Blackberries,
laptops given out to
employees

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Skills and degrees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

Major
Modification

N/A

N/A

In current
release

N/A

In current
release

Absence approval process

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

Workaround

Question

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Track performance review

process - dates, ratings

Workaround

In current
release

N/A

N/A

In current
release

N/A

Workaround

Workaround

3rd party
using
different
tools than
primary
system

N/A

Workaround

Workaround

3rd party
using
different
tools than
primary
system

N/A

In current
release

Benefit Administration

Benefit plans and deductions

- family vs. single, LTD, Life
Workaround
Insurance, etc.

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

Workaround

In current
release

Minor
Modification

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Employee update courses

online

Workaround

N/A

N/A

N/A

In current
release

N/A

Workaround

Registration for internal

courses by employees

Workaround

N/A

N/A

N/A

In current
release

N/A

Workaround

In current
release

Minor
Modification

N/A

In current
release

In current
release

In current
release

N/A

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

N/A

N/A

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

Microsoft
Dynamics
ERP

In current
release

Minotaur
Software

N/A

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Contact Management

N/A

In current
release

Workaround

N/A

In current
release

N/A

N/A

Sales force automation

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Search for key words

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

Marketing automation

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Service management

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

Question

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes

a link to secure customer
portal

Customer can check order

status online

Link to carrier's website and

view status of shipment based
on tracking no.

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Microsoft
Dynamics
ERP

Minotaur
Software

Momentis
Fashion
System

Multiview
Financials

NetSuite

Office
Master
System

OHM-WARE

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
2
2
2
2
2

OMS ERP

Oracle
Fusion

Office
Master
System, Inc.

Oracle

Plex
Systems

ProcessPro

Maxwell
Systems

11.1.3

n/a

10.4

2.8

Chance
Berry

Kaley O'Neill

Robert
Berzanski

Karly Peters

626-8210882

416-4320666

856-2168228

320-2520234

System information
Vendor name

Version no.

ProfitKey
ProfitKey
International International

7.6.6

7.7.1

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Nancy
Jason Rourke Jason Rourke
Petrimoulx
800-6888226

603-8989800 x2258

888-7544240 2258

chanceb@m kaley.oneill
marketing@
rberzanskI@ kjp@process
jrourke@pro jrourke@pro
astersystem @oracle.co
maxwellsyst
plex.com
proerp.com
fitkey.com
fitkey.com
.com
m
ems.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

www.maxwe
www.master www.oracle. www.plex.co www.Process
www.profitk www.profitk
llsystems.co
system.com
com
m
ProERP.com
ey.com
ey.com
m

$2,250
22
$49,500

NA
NA
NA

NA
NA
NA

$6,700
30
$201,000

$2,000
10
$20,000

NA
NA
NA

$2,500
20
$50,000

0.25

NA

NA

0.5

NA

0.5

$12,375

NA

NA

$100,500

$20,000

NA

$25,000

$61,875

NA

NA

$301,500

$40,000

NA

$75,000

$1,020

NA

$1,440

$3,000

NA

NA

NA

12
$12,240

NA
NA

100
$144,000

10
$30,000

NA
NA

NA
NA

NA
NA

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

0.25

NA

1.5

0.75

NA

NA

NA

$3,060

NA

$216,000

$22,500

NA

NA

NA

$55,907

NA

$829,159

$151,313

NA

NA

NA

5,962

NA

620

350

10,000

1,200

NA

5,962

NA

620

200

3,000

1,200

NA

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Current year revenue - this

system - in Millions ($)

NA

NA

NA

NA

NA

NA

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Primary
Primary
Primary

Primary
Primary
Secondary

N/A
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Primary
Primary
Primary

Primary
Primary
N/A

Primary
Secondary
N/A

Primary
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A

Primary

Secondary

Secondary

Secondary

N/A

Secondary

Revenue $10M to $200M or

customer employees 50-500

Primary

Primary

Primary

Primary

Primary

Primary

Primary

Revenues < $10M or

employees < 50

Primary

Secondary

N/A

N/A

Primary

Secondary

Secondary

None
Full
None
None

Partial
Full
Partial
Partial

None
None
None
None

None
None
None
None

None
Partial
None
None

None
None
None
None

None
None
None
None

Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K
Annual budget for software as
a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500

Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

None
None
None
Full
Full
None
None
None
None
None
None
None
None
Full
None
None
None
Full
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Full
Partial
Partial
Partial
Full
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
Full
None
Partial
Full
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
Partial

Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Full
Full
Full
Full
Partial
Partial
Partial
Partial
Full
Full
Partial

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
Full
Partial
Full
Full
None
Full
Full
None
None
Full
None
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

None
None
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Partial
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
None
Partial
None
None
None
None
Partial
Partial
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Full
Full
Full
Full
Partial
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Full
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
None
Partial
None
None
None
Partial
Partial
None
Full
None

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
Full
Full
Full
Full
Full
None
Partial
None
None
None

OMS ERP

Oracle
Fusion

United States
Vietnam

Full
None

Full
Full

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Full
None
Full
None
Full
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
None
Full
Full
Full
Full
None
Full

None
Full
None
Full
Full
Full
None
Full
Full
Partial
Full
Partial
Full

Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
Full

None
None
None
Full
Partial
None
None
None
None
None
None
None
Partial

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A
N/A
N/A
Secondary
Primary

Primary
Primary
Primary
Primary
Primary

N/A
N/A
N/A
Primary
Secondary

N/A
N/A
N/A
Primary
N/A

N/A
N/A
Primary
N/A
N/A

N/A
N/A
Some
Primary
N/A

N/A
N/A
N/A
Primary
N/A

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
N/A
N/A
N/A
N/A
N/A

Question

OMS ERP

Oracle
Fusion

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

Secondary

Primary

Secondary

Primary

Secondary

Secondary

N/A

N/A

N/A

N/A
N/A

Primary
Primary

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A
N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

54 Professional, scientific,
and technical services

N/A

Primary

N/A

N/A

N/A

N/A

N/A

55 Management of
companies and enterprises

N/A

Primary

N/A

N/A

N/A

N/A

N/A

56 Administrative and
support and waste
management and remediation
services

N/A

Primary

N/A

N/A

Secondary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

71 Arts, entertainment and

recreation

N/A

Primary

N/A

N/A

N/A

N/A

N/A

72 Accommodation and food

services

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary
Secondary

N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
Primary
Primary
Primary
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
Primary
N/A
N/A
N/A
N/A
N/A

N/A

Primary

Primary

N/A

N/A

N/A

N/A

Primary

N/A

N/A

Primary

Primary

Primary

Primary

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Primary

N/A

Primary

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Secondary

Primary

Primary

Primary

N/A

N/A

N/A

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Primary

N/A

Primary

Secondary

N/A

N/A

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Fixed assets

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Multicurrency

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Inventory

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Discrete

Process

Make to stock

Make to order

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

3rd party
using same
Major
tools and
Modification database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Major
Modification

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
OMS ERP

Oracle
Fusion

Time billing

Major
Modification

In current
release

Canadian payroll

3rd party
using same
tools and
Workaround
database as
primary
system

Question

US payroll

HR

Workaround

N/A

Prepared by 180 Systems

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Contact management

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Customer relationship
management

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Workaround

N/A

N/A

Business intelligence

Minor
Modification

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Corporate performance
management

Minor
Modification

In current
release

In current
release

In current
release

N/A

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Construction

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

N/A

Not-for-profit

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Retail

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

Document management

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Shortcuts to specific
programs

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Type ahead/autofill

N/A

In current
release

N/A

In current
release

Next Year

N/A

N/A

User defined help

N/A

In current
release

N/A

In current
release

N/A

N/A

Workaround

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

Next Year

N/A

In current
release

Question

Generic features
Ease of use
Consistent user interface
throughout the application

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Add user-defined fields to

screen

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Screens on dual monitors

open at same time without
additional license
Customization

Without changing source

code

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

N/A

Workaround

N/A

N/A

Automatic balancing of
intercompany transactions

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Purchase order automatically

becomes sales order

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Share inventory across

separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Platform for business

partners to extend solution

Multiple companies

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Share vendors across

separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Workaround

N/A

N/A

N/A

Calculate realized gains and

losses

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Multiple companies in same

database and each company
can have a different home
currency
Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Invoice and payment in

different currencies

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

By account code segment

(e.g., department)

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

By employee or by role
Workflow

Online review and approval

of transactions

Alerts on pending and late

activities

Prepared by 180 Systems

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Visual view of business

process

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Configurable without being a

programmer

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Generate emails with link

back to system for approval

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

Next Year

N/A

N/A

Question

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Optimized UI for some

functions on Android

N/A

N/A

N/A

N/A

Next Year

N/A

N/A

Optimized UI for some

functions on Blackberry

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Multitenant architecture

N/A

In current
release

N/A

Next Year

N/A

N/A

N/A

SaaS delivery model

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Question

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

Firefox

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Chrome

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Question

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Safari

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Internet Explorer

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

Uses same password

security as application

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Dashboards

Includes metrics

Includes graphs

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Includes to-do items

Configurable without a
programmer

OMS ERP

N/A

N/A

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

OLAP

Create OLAP cubes

Prepared by 180 Systems

N/A

In current
release

N/A

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Based on percentage

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

Based on actuals

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Compare (actuals +
commitments) to budgets

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

Workaround

Prevent exceeding budget on

purchase order

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Foreign currency translation

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Source acct. can be different

than target acct.

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Across entities with different

fiscal year ends

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Rows and columns can be

defined

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Multiple budgets

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaround

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

Workaround

N/A

In current
release

N/A

N/A

N/A

Compute budget using

formula

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Workaround

Exported data is formatted

and includes formulas

In current
release

In current
release

Minor
Modification

In current
release

N/A

N/A

Workaround

Question

Import budget from Excel

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

OMS ERP

Oracle
Fusion

N/A

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

N/A

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

Workaround

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

Workaround

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

3rd party
using same
tools and
Workaround
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

Workaround

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Fixed assets
Setup

Multiple books

In current
release

In current
release

Depreciation

Straight line

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

OMS ERP

In current
release

In current
release

Oracle
Fusion

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Disposals

Gain/loss calculation

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Partial disposals

OMS ERP

In current
release

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using same
tools and
database as
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Next Year

N/A

N/A

N/A

N/A

N/A

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

Minor
Minor
Modification Modification

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Back order fulfillment based

on customer priority

In current
release

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

Back order fulfillment based

on order date

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Back order fulfillment based

on requested ship date

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

In current
release

N/A

Minor
Modification

N/A

N/A

N/A

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Major
Modification

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

Next Year

In current
release

In current
release

N/A

N/A

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

Next Year

N/A

In current
release

In current
release

N/A

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

Next Year

N/A

In current
release

In current
release

N/A

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

Order placement and

acknowledgement

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

Minor
Minor
Modification Modification

In current
release

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

System directs pickers to

location in warehouse

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Pallet, case and unit put

away

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

System selects the best

location

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Question

OMS ERP

Oracle
Fusion

Consolidate requisitions into

purchase orders

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Approval process

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

Manufacturing
Type supported

Process (EG food)

Repetitive (EG consumer

electronics)

Make to stock (EG consumer

household goods)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Assemble to order (EG

personal computers)

Make to order (EG complex

custom products)

Engineer to order (e.g., ship

building)

MRP

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity

of labour and equipment

Based on grouping jobs to

minimize setup

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
Minor
Workaround
database as
Modification
primary
system

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Data collection by bar codes

for labour and materials

Record any downtime with

reason code

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

N/A

N/A

N/A

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Colour size matrix for

apparel manufacturing

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

OMS ERP

In current
release

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

3rd party
using same
tools and
Minor
database as Modification
primary
system

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

In current
release

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Can add any text to invoice

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Time and material

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Fixed fee

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Percentage complete

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Question

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

Timesheets

1 week at a time

Note field for each

project/day

Identify overtime

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Could enter time for a

project, phase and task

Different (lower) cost/user

for timesheet and expense
module

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

Maintain WIP history

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Generate bill from WIP

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Question

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

Minor
Modification

N/A

In current
release

N/A

In current
release

Based on % complete

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

Subscription revenue is
deferred and recognized
monthly

N/A

N/A

Next Year

N/A

N/A

Write-downs or write-ups

In current
release

N/A

In current
release

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

Minor
Minor
Modification Modification

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

Minor
Modification

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
OMS ERP

Oracle
Fusion

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

N/A

In current
release

Minor
Modification

N/A

In current
release

N/A

N/A

2-way integration with

Microsoft Project

N/A

In current
release

In current
release

N/A

Next Year

N/A

N/A

Question

Alert if timesheet not

completed on time

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Pass through charges from

A/P to client

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

Charge customer for

equipment usage

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

Bids online

N/A

In current
release

N/A

N/A

Next Year

N/A

N/A

Bids via spreadsheet

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Next Year

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

In current
release

Minor
Modification

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track service history by

serial no.

Generate quote for customer

Generate work order

Generate invoice for work

done and inventory used

Prepared by 180 Systems

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

Next Year

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval

on change of certain
information

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

OMS ERP

N/A

N/A

N/A

N/A

Oracle
Fusion

In current
release

In current
release

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

OMS ERP

Oracle
Fusion

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

N/A

N/A

In current
release

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Workaround

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Track performance review

process - dates, ratings

OMS ERP

N/A

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

Benefit Administration

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

In current
release

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

OMS ERP

Oracle
Fusion

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

OMS ERP

Oracle
Fusion

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

OMS ERP

Oracle
Fusion

N/A

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Search for key words

OMS ERP

In current
release

Oracle
Fusion

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

In current
release

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Marketing automation

Service management

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

Next Year

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

N/A

Next Year

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes

a link to secure customer
portal

Customer can check order

status online

Link to carrier's website and

view status of shipment based
on tracking no.

OMS ERP

N/A

N/A

N/A

Oracle
Fusion

Next Year

Next Year

Next Year

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

OMS ERP

Oracle
Fusion

N/A

In current
release

N/A

In current
release

ProfitKey
ProfitKey
RRM
Rapid
ProcessPro ProContrac
(Rapid
Plex Online
Response
Premier
torMX
Response
Manufactu
Manufactu
ring (RRM)
ring)
3rd party
using
different
N/A
N/A
N/A
N/A
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

Projector

Pronto Xi

Q360

Quantus
ERP

Projector
PSA, Inc.

Pronto
Software

Solutions36
0 Inc.

Quantus
Software

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App
2
3

Sage 300
ERP
(formerly
Sage ERP
Accpac)
2

System information
Vendor name

Version no.

4.4

700.3

Intuit
Canada ULC

Rootstock
Software

Sage
2014
available
October 1,
2013

8.01

8.6

2011

Summer
2013 / 1.66

John
Graham

Larry Archer

Geoffrey
Morgan

Laura
Horvath

Erik Kaas

800-4507748 230

204-4781308

905-3669449

925.785.269
6

866-5307243

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

Steve Chong Terry Leister

617-4314114

309-8246158

jgraham@so larcher@qua geoffrey_mo lhorvath@ro sageerpsolu

steve@proje terry.leister
lutions360.c ntussoftwar rgan@intuit. otstocksoftw tions@sage.
ctorpsa.com @pronto.net
om
e.com
com
are.com
com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

www.quantu
www.na.sag
www.Project www.pronto. www.solutio
www.quickb www.rootsto
ssoftware.co
e.com/sageorPSA.com
net
ns360.com
ooks.ca
ck.com
m
300-erp

NA
NA
NA

$2,850
60
$171,000

$3,575
40
$143,000

$3,000
15
$45,000

NA
NA
NA

NA
NA
NA

$75
8
$600

NA

0.75

NA

NA

1.5

NA

$171,000

$107,250

$45,000

NA

NA

$900

NA

$342,000

$250,250

$90,000

NA

NA

$1,500

$300

$5,200

$1,872

NA

NA

$1,800

$2,100

75
$22,500

20
$104,000

25
$46,800

NA
NA

NA
NA

20
$36,000

4
$8,400

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

0.75

NA

NA

0.5

$16,875

$104,000

$93,600

NA

NA

$36,000

$4,200

$113,485

$549,313

$291,762

NA

NA

$190,147

$40,368

180

1,600

5,250

125

NA

41

6,000,000

180

1,600

350

125

NA

13

45,000

Previous year revenue - all

systems - in Millions ($)

NA

$60

NA

$4

NA

Private - not
disclosed

NA

Previous year revenue - this

system - in Millions ($)

NA

$60

NA

$4

NA

Private - not
disclosed

NA

Current year revenue - all

systems - in Millions ($)

NA

$68

NA

$5

NA

Private - not
disclosed

NA

Current year revenue - this

system - in Millions ($)

NA

$68

NA

$5

NA

Private - not
disclosed

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A
N/A
N/A

Primary
Primary
N/A

Secondary
Primary
Secondary

Primary
N/A
Primary

N/A
N/A
N/A

N/A
Primary
Secondary

Secondary
Primary
Secondary

Secondary
Primary
Secondary

Primary
Secondary
N/A

Primary
Secondary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
Secondary

Secondary

Primary

Primary

N/A

N/A

Secondary

Secondary

Primary

Primary

Primary

Primary

N/A

Primary

Primary

Secondary

Secondary

Secondary

Primary

Primary

N/A

Secondary

None
Full
Partial
Partial

Partial
Full
None
None

None
None
None
None

None
None
None
None

None
None
None
None

Partial
Partial
Partial
Partial

Full
Full
Partial
Partial

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
Full
None
None
None
None
None
None
Partial
Partial
None
None
None
None
None
Full
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
Partial
None
Partial
Full
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Partial
None
Partial
Partial
Partial
Partial
Partial
None
Partial
None
Partial
Partial
Full
None
Partial
Partial
Partial
None
None
None
Partial
None
None
Partial
None

Sage 300
ERP
(formerly
Sage ERP
Accpac)
Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
Full
None
None
None
None
None
None
None
Partial
None
None
None
None
Partial
Partial
Partial
Partial
None
None
None
None
Full
Full
None

None
None
Full
None
Partial
None
None
None
None
None
Full
None
None
Partial
Partial
None
None
None
None
None
None
None
None
Partial
Full
Partial

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Partial
Partial
Partial
Partial
Partial
Partial
Partial
None
None
Partial
None
None
Partial
Partial
Partial
Partial
None
Partial
Partial
None
None
None
Full
Full
None

Sage 300
ERP
(formerly
Sage ERP
Accpac)
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
Partial
None
Partial
Partial
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
None
None
None
Full
None
Full
Full
Full
None
Full
None
Full
None
Full
Full
Full
None
Full
Full
Full
None
None
None
Partial

Sage 300
ERP
(formerly
Sage ERP
Accpac)
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

Projector

Pronto Xi

Q360

Quantus
ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Full
None
None
None
Full
None
Partial
None
None
None
None
None
Full
None
None
Partial
Partial
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
Full
None
Partial
Full
Full
Full
Full
Full
Full
Full
None
None
Full
Partial
Partial
Full
Partial
Full
Full
Full
Full
Partial
None
None
None
Full

Sage 300
ERP
(formerly
Sage ERP
Accpac)
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

United States
Vietnam

Full
None

Full
Partial

Full
None

Full
None

None
None

Full
None

Full
Full

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
Partial

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

None
None
None
Full
Partial
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
Partial
Full
None
Partial
None
Partial
None
None
Partial
None
Partial

None
Full
None
Full
Full
None
None
None
None
None
None
None
Full

N/A

Primary

N/A

N/A

N/A

N/A

Primary

N/A
N/A
N/A
N/A
N/A

Primary
Minimal
Secondary
Primary
Primary

N/A
N/A
Primary
N/A
N/A

N/A
N/A
N/A
Primary
Some

N/A
N/A
N/A
N/A
N/A

Some
N/A
Some
Primary
Primary

Primary
Some
Secondary
Secondary
Secondary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

Primary

N/A

N/A

N/A

Some

Primary

N/A

Secondary

N/A

N/A

N/A

Secondary

Some

Secondary
N/A

Some
Minimal

Primary
N/A

N/A
N/A

N/A
N/A

N/A
N/A

Primary
Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

54 Professional, scientific,
and technical services

Primary

Minimal

Primary

N/A

N/A

N/A

Primary

55 Management of
companies and enterprises

N/A

Primary

N/A

N/A

N/A

N/A

Primary

56 Administrative and
support and waste
management and remediation
services

N/A

Some

N/A

N/A

N/A

N/A

Secondary

N/A

Minimal

N/A

N/A

N/A

N/A

Primary

N/A

Minimal

N/A

N/A

N/A

N/A

Primary

71 Arts, entertainment and

recreation

N/A

N/A

N/A

N/A

N/A

N/A

Primary

72 Accommodation and food

services

N/A

N/A

N/A

N/A

N/A

N/A

Primary

N/A

Minimal

Primary

N/A

N/A

N/A

Primary

N/A

N/A

N/A

N/A

N/A

N/A

Primary

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
Primary
N/A
N/A
N/A
N/A
N/A
N/A
-

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary

N/A

Secondary

Secondary

N/A

Primary

Secondary

Primary

Primary

Primary

Primary

Primary

N/A

Primary

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Secondary

N/A

N/A

N/A

N/A

N/A

N/A

Secondary

Primary

Primary

Primary

Primary

N/A

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Primary

N/A

N/A

N/A

Primary

Primary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

N/A

Primary

Primary

Primary

N/A

N/A

Secondary

Question

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts payable

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

General ledger

Financial reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Fixed assets

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Inventory

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Purchase order

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Question

Warehouse management

Manufacturing

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Question

Discrete

Process

Make to stock

Make to order

Prepared by 180 Systems

Projector

N/A

N/A

N/A

N/A

Pronto Xi

In current
release

In current
release

In current
release

In current
release

Q360

N/A

N/A

N/A

N/A

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

3rd party
using same
tools and
Workaround Workaround
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

N/A

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

Prepared by 180 Systems

Projector

In current
release

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Contact management

Customer relationship
management

Business intelligence

Corporate performance
management

Prepared by 180 Systems

Projector

N/A

N/A

In current
release

In current
release

Pronto Xi

In current
release

In current
release

In current
release

In current
release

Q360

In current
release

In current
release

In current
release

In current
release

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Construction

N/A

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

Not-for-profit

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

Question

Retail

Document management

Prepared by 180 Systems

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Shortcuts to specific
programs

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Type ahead/autofill

N/A

In current
release

N/A

Next Year

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Next Year

N/A

In current
release

In current
release

User defined help

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Screens on dual monitors

open at same time without
additional license

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Add user-defined fields to

screen

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Without changing source

code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Platform for business

partners to extend solution

In current
release

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Workaround

Next Year

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

3rd party
using
different
tools than
primary
system

Multiple companies

Automatic balancing of
intercompany transactions

Purchase order automatically

becomes sales order

Share inventory across

separate companies

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Share vendors across

separate companies

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

Multiple companies in same

database and each company
can have a different home
currency

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Invoice and payment in

different currencies

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By menu

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

By account code segment

(e.g., department)

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

By employee or by role
Workflow

Online review and approval

of transactions

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Visual view of business

process

Configurable without being a

programmer

Generate emails with link

back to system for approval

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

Next Year

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

Next Year

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

N/A

Multitenant architecture

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

SaaS delivery model

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Next Year

Question

Optimized UI for some

functions on Android

Optimized UI for some

functions on Blackberry

Optimized UI for some

functions on Microsoft
Windows Phone

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Hosted option

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

In current
release

Browser support

Firefox

Chrome

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Safari

Internet Explorer

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Uses same password

security as application

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Includes metrics

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Includes graphs

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Includes to-do items

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

In current
release

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Question

OLAP

Create OLAP cubes

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Attach analysis codes to

general ledger account
Minor
segments. For example, attach
Modification
a region code to an account
segment for office

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Reporting structures that

allow rollups to any dimension.
Minor
For example, could define a
Modification
rollup from office to province
or state and then to country

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Built-in OLAP cubes

In current
release

Financial
Analysis codes / reporting
structure

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Allocations

Based on percentage

Based on actuals

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Compare (actuals +
commitments) to budgets

In current
release

In current
release

In current
release

In current
release

Prevent exceeding budget on

purchase order

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Minor
Modification

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Foreign currency translation

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Source acct. can be different

than target acct.

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Across entities with different

fiscal year ends

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Question

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Rows and columns can be

defined

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Sage 300
ERP
(formerly
Sage ERP
Accpac)

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Multiple budgets

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

N/A

In current
release

N/A

Major
Modification

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Question

Import budget from Excel

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Project accounting

Project can be updated by

any financial transaction

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Question

Projector

Pronto Xi

Q360

Quantus
ERP

Project subledger (not

tracked in general ledger)

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Next Year

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Multiple levels of approval

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

Next Year

In current
release

Escalation rules

N/A

In current
release

In current
release

N/A

N/A

Next Year

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Question

Calculations

Excel-like formulas

Prepared by 180 Systems

N/A

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

Driver-based budgeting

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Next Year

Next Year

Next Year

Q360

In current
release

In current
release

In current
release

Minor
Modification

Quantus
ERP

N/A

N/A

N/A

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Projector

N/A

N/A

Pronto Xi

In current
release

In current
release

Q360

Minor
Modification

Minor
Modification

Quantus
ERP

N/A

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

Audit trail

Track changes/versions

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Projector

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Fixed assets
Setup

Multiple books

N/A

In current
release

In current
release

In current
release

Depreciation

Straight line

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

Projector

N/A

N/A

Pronto Xi

In current
release

Workaround

Q360

In current
release

In current
release

Quantus
ERP

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Disposals

Gain/loss calculation

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Projector

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

N/A

In current
release

In current
release

In current
release

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Track all work done on asset

Schedule maintenance

Projector

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

Next Year

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Back order fulfillment based

on customer priority

Back order fulfillment based

on order date

Projector

N/A

N/A

Pronto Xi

In current
release

In current
release

Q360

In current
release

In current
release

Quantus
ERP

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Next Year

3rd party
using
different
tools than
primary
system

Next Year

3rd party
using
different
tools than
primary
system

Back order fulfillment based

on requested ship date

N/A

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

In current
release

In current
release

In current
release

N/A

Next Year

N/A

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

N/A

Data collection

Bar coding

N/A

In current
release

In current
release

In current
release

Workaround

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

In current
release

In current
release

In current
release

Workaround

Next Year

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

N/A

In current
release

In current
release

In current
release

N/A

Next Year

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

N/A

In current
release

In current
release

In current
release

N/A

Next Year

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

Sage 300
ERP
(formerly
Sage ERP
Accpac)

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Minor
Modification

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

Minor
Modification

Minor
Modification

Next Year

In current
release

Workaround

In current
release

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Projector

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Workaround

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Put away

Pallet, case and unit put

away

System selects the best

location

N/A

In current
release

In current
release

In current
release

Workaround

N/A

In current
release

Minor
Modification

In current
release

Workaround

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Manufacturing
Type supported

Process (EG food)

Repetitive (EG consumer

electronics)

Make to stock (EG consumer

household goods)

Prepared by 180 Systems

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using same
Major
tools and
Modification database as
primary
system

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

CPA Magazine
2014 ERP Survey
Question

Assemble to order (EG

personal computers)

Make to order (EG complex

custom products)

Engineer to order (e.g., ship

building)

MRP

Prepared by 180 Systems

Projector

N/A

N/A

N/A

Pronto Xi

In current
release

In current
release

In current
release

Q360

N/A

N/A

N/A

Quantus
ERP

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

N/A

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Projector

N/A

N/A

Pronto Xi

In current
release

In current
release

Q360

N/A

N/A

Quantus
ERP

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

In current
release

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

Scheduling

Generate production orders

Prepared by 180 Systems

N/A

In current
release

N/A

In current
release

Workaround

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity

of labour and equipment

Based on grouping jobs to

minimize setup

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

Projector

In current
release

N/A

N/A

Pronto Xi

In current
release

In current
release

In current
release

Q360

N/A

N/A

N/A

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

3rd party
using same
Minor
tools and
Workaround
Modification database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

Workaround

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

CPA Magazine
2014 ERP Survey
Question

Data collection by bar codes

for labour and materials

Record any downtime with

reason code

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

Projector

N/A

N/A

N/A

Pronto Xi

In current
release

In current
release

In current
release

Q360

N/A

N/A

N/A

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

3rd party
using same
tools and
database as
primary
system

In current
release

Workaround

In current
release

3rd party
using same
Minor
tools and
Workaround
Modification database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

Workaround

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Projector

N/A

Pronto Xi

In current
release

Q360

N/A

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)
3rd party
using same
tools and
database as
primary
system

3rd party
using same
Minor
tools and
Modification database as
primary
system

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Colour size matrix for

apparel manufacturing

Engineering change
management

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

Projector

N/A

N/A

N/A

N/A

Pronto Xi

In current
release

In current
release

Workaround

In current
release

Q360

N/A

N/A

N/A

N/A

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

In current
release

3rd party
using same
tools and
Workaround Workaround
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Next Year

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

Can add any text to invoice

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Time and material

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Fixed fee

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Question

Professional services
Flexible invoicing

Percentage complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

Projector

Pronto Xi

Q360

Quantus
ERP

Minor
Modification

In current
release

In current
release

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Workaround

Workaround

Workaround

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Timesheets

1 week at a time

Note field for each

project/day

Identify overtime

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

N/A

N/A

N/A

Workaround

Workaround

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Web-based data entry

PDA-enabled

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

Projector

In current
release

In current
release

N/A

In current
release

Pronto Xi

In current
release

In current
release

In current
release

In current
release

Q360

In current
release

In current
release

In current
release

In current
release

Quantus
ERP

N/A

N/A

N/A

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Workaround

Workaround

Workaround

Workaround

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Could enter time for a

project, phase and task

Different (lower) cost/user

for timesheet and expense
module

Projector

In current
release

Pronto Xi

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Q360

In current
release

In current
release

Quantus
ERP

N/A

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Workaround

Workaround

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

Minor
Modification

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Maximums per day

Projector

Pronto Xi

Minor
Modification

3rd party
using
different
tools than
primary
system

Q360

Minor
Modification

Quantus
ERP

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

WIP

Maintain WIP history

Generate bill from WIP

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Workaround

Workaround

CPA Magazine
2014 ERP Survey
Question

Write-downs or write-ups

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

In current
release

N/A

Workaround

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Revenue Recognition

Based on hours booked *

rate

Based on % complete

Subscription revenue is
deferred and recognized
monthly

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Based on milestone
complete

In current
release

In current
release

In current
release

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

In current
release

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Pass through charges from

A/P to client

In current
release

In current
release

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

Charge customer for

equipment usage

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Change orders

Construction
Estimating

Prepared by 180 Systems

Minor
Modification

In current
release

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Estimates based on building

statistics such as no. of suites
and historical rates

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

Minor
Modification

In current
release

Workaround

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

Workaround

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Projector

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Pronto Xi

Q360

Quantus
ERP

N/A

N/A

N/A

N/A

Bids online

N/A

In current
release

3rd party
using
different
tools than
primary
system

Bids via spreadsheet

N/A

In current
release

Minor
Modification

In current
release

Workaround

N/A

N/A

N/A

In current
release

In current
release

In current
release

Workaround

N/A

N/A

N/A

In current
release

In current
release

In current
release

Workaround

N/A

N/A

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Projector

Pronto Xi

Q360

Quantus
ERP

N/A

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Track service history by

serial no.

Generate quote for customer

Generate work order

Generate invoice for work

done and inventory used

Prepared by 180 Systems

Projector

N/A

N/A

N/A

N/A

Pronto Xi

In current
release

In current
release

In current
release

In current
release

Q360

In current
release

In current
release

In current
release

In current
release

Quantus
ERP

In current
release

In current
release

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

Q360

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

N/A

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

Self service by client

Check status

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
Workaround
database as database as
primary
primary
system
system

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Projector

N/A

Pronto Xi

In current
release

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

In current
release

3rd party
3rd party
using same using same
tools and
tools and
Workaround
database as database as
primary
primary
system
system

In current
release

In current
release

3rd party
3rd party
using same using same
tools and
tools and
Workaround
database as database as
primary
primary
system
system

Next Year

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Q360

In current
release

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Human Resources
Recruitment

Web based

Prepared by 180 Systems

Workaround

In current
release

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Next Year

3rd party
using
different
tools than
primary
system

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Workaround

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval

on change of certain
information

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Projector

Pronto Xi

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

Workaround

3rd party
using
different
tools than
primary
system

In current
release

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track performance review

process - dates, ratings

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Workaround

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Benefit Administration

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

Quantus
ERP

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Projector

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Versioning

Projector

Pronto Xi

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

Minor
Modification

Minor
Modification

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Show status of document

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Search for key words

Projector

Pronto Xi

In current
release

3rd party
using
different
tools than
primary
system

Q360

In current
release

Quantus
ERP

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

N/A

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Minor
Modification

CPA Magazine
2014 ERP Survey
Question

Marketing automation

Service management

Projector

N/A

N/A

Pronto Xi

In current
release

Q360

In current
release

Quantus
ERP

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Order confirmation includes

a link to secure customer
portal

Customer can check order

status online

Link to carrier's website and

view status of shipment based
on tracking no.

Pronto Xi

Q360

Quantus
ERP

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Projector

N/A

N/A

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

Sage 300
ERP
(formerly
Sage ERP
Accpac)

Minor
Modification

3rd party
using
different
tools than
primary
system

Minor
Modification

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Projector

Pronto Xi

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Q360

In current
release

Minor
Modification

Quantus
ERP

In current
release

In current
release

Rootstock
QuickBook Manufactu
s Pro and
ring &
Premier
Supply
Chain App

N/A

N/A

Sage 300
ERP
(formerly
Sage ERP
Accpac)

In current
release

3rd party
using
different
tools than
primary
system

Minor
Modification

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
2
3

SYSPRO

Sage

Sage

SAP AG

SAP AG

Serenic
Software

High 5
Software

SYSPRO

6.5

2011

8.8

2013

Contact name

Danielle
Holt

Taryn
Wagman

Tom Acorn

Tom Acorn

Linda
Nicholson

Mark Stair

Odete
Passingham

Contact phone no.

866-5307243

604-2073385

416-2282828

416-2282828

303-9806007 105

360-2933000 101

604-4518889 5228

Tier

System information
Vendor name

Version no.

Contact

Contact email

Prepared by 180 Systems

sageerpsolu taryn.wagm
marks@high odete.passin
tom.acorn@ tom.acorn@ marketing@
tions@sage. an@sage.co
5software.co gham@ca.sy
sap.com
sap.com
serenic.com
com
m
m
spro.com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

www.sap.co
m/sme/solut
http://na.sag www.simply
ions/busines
www.serenic www.high5s www.syspro.
e.com/sage- accounting.c www.sap.ca smanageme
.com
oftware.com
com
erp-x3/
om
nt/businesso
ne/index.ep
x

$2,610
24
$62,640

$600
5
$3,000

NA
NA
NA

NA
NA
NA

$5,000
12
$60,000

$995
10
$9,950

$4,000
12
$48,000

1.25

NA

NA

0.25

$78,300

$3,000

NA

NA

$60,000

$2,488

$48,000

$140,940

$6,000

NA

NA

$120,000

$12,438

$96,000

Average annual fee / user ($)

NA

NA

NA

NA

$1,800

$240

$600

Average no. of users

Average annual fees ($)

NA
NA

NA
NA

NA
NA

NA
NA

5
$9,000

10
$2,400

12
$7,200

Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Average implementation
costs / average fees - year one

NA

NA

NA

NA

0.25

0.5

Average implementation
costs - year one ($)

NA

NA

NA

NA

$27,000

$600

$3,600

NPV over 5 years (discount

rate of 5%) ($)

NA

NA

NA

NA

$64,680

$10,962

$34,601

6,000,000

500,000

97,000

97,000

1,400

2,400

15,000

4,000

5,000

17,000

23,000

440

600

15,000

Previous year revenue - all

systems - in Millions ($)

NA

NA

NA

$790

NA

NA

$65

Previous year revenue - this

system - in Millions ($)

NA

NA

NA

$0

NA

NA

$65

Current year revenue - all

systems - in Millions ($)

NA

NA

NA

$0

NA

NA

$66

Current year revenue - this

system - in Millions ($)

NA

NA

NA

$0

NA

NA

$66

Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Primary
Primary
Secondary

N/A
N/A
Primary

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
Secondary

Secondary
Primary
Primary

Secondary
Primary
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

N/A
N/A
N/A

Secondary
Primary
N/A

Secondary
Primary
Primary

Secondary
Primary
N/A

Primary

N/A

Primary

N/A

Secondary

Secondary

Secondary

Primary

Secondary

Secondary

Primary

Primary

Primary

Primary

Secondary

Primary

N/A

Secondary

Secondary

Primary

Secondary

Full
Full
Full
Full

None
None
None
None

Full
Full
Full
Full

Full
Full
Full
Full

Partial
None
None
None

None
Partial
None
None

Full
Full
Partial
Partial

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One
None
Full
Full
Full
Full
None
None
None
None
None
Full
Full
None
None
Full
None
Full
Full
None
Full
None
None
None
None
None
None
Full
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None

SYSPRO

Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
None
Partial
Partial
Partial
Partial
Full
Partial

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One
None
Full
Full
None
Full
Full
Full
Full
Full
None
Full
Full
None
Full
None
Full
None
Full
Full
Full
Full
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
Full
Full
None
None
None
None
Full
Full
None

Partial
None
Partial
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
Partial
Full
None

SYSPRO

Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Full
Partial

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One
Full
Full
Full
Full
None
Full
None
Full
Full
None
None
None
None
None
Full
Full
None
None
Full
None
None
None
None
Full
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

SYSPRO

Full
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One
None
None
None
None
None
None
Full
None
None
Full
Full
Full
None
None
None
None
None
Full
None
Full
None
Full
Full
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SAP
Business
One
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

SYSPRO

Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Partial
Full

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

United States
Vietnam

Full
None

Full
None

Full
Full

Full
Full

None
None

Full
None

Full
Partial

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Full
Full
Full
Full
Full
None
Full
None
None
Full
Full
Full

None
None
None
Full
Full
None
None
None
None
None
None
None
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
Full
None
None
None
None
None
None
Full
None
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
Partial
None
Full
Full
Partial
None
None
None
None
Partial
Partial
Full

N/A

Minimal

Primary

Primary

N/A

N/A

Secondary

Secondary
N/A
N/A
Primary
Primary

Minimal
Minimal
Some
Some
Minimal

Primary
Primary
Primary
Primary
Primary

Primary
Primary
Primary
Primary
Primary

N/A
N/A
N/A
N/A
N/A

N/A
Some
Primary
Some
N/A

Secondary
N/A
Secondary
Primary
Primary

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Primary

Secondary

Primary

Primary

N/A

N/A

Secondary

Primary

Some

Primary

Primary

N/A

Some

Secondary

N/A
N/A

Some
Some

Primary
Primary

Primary
Primary

N/A
N/A

Primary
N/A

N/A
N/A

N/A

Some

Primary

Primary

N/A

Secondary

N/A

54 Professional, scientific,
and technical services

N/A

Some

Primary

Primary

N/A

Primary

N/A

55 Management of
companies and enterprises

Primary

Secondary

Primary

Primary

N/A

N/A

N/A

N/A

Some

Primary

Primary

N/A

Minimal

N/A

N/A

Some

Primary

Primary

Secondary

Minimal

N/A

N/A

Some

Primary

Primary

Primary

N/A

N/A

71 Arts, entertainment and

recreation

N/A

Some

Primary

Primary

Primary

N/A

N/A

72 Accommodation and food

services

N/A

Secondary

Primary

Primary

N/A

Minimal

N/A

N/A

Some

Primary

Primary

N/A

Some

N/A

N/A

Some

Primary

Primary

Secondary

Minimal

N/A

56 Administrative and
support and waste
management and remediation
services
61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary
N/A
-

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
Primary
N/A
N/A
N/A
N/A
Primary

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Secondary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A

Primary

N/A

N/A

N/A

Primary

Secondary

Secondary

Primary

Primary

N/A

N/A

Primary

Primary

Primary

CPA Magazine
2014 ERP Survey
Question

Mac OS (without Web

browser)
Software delivery

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

N/A

N/A

N/A

Secondary

N/A

N/A

Primary

Primary

Primary

Primary

Primary

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

N/A

N/A

N/A

N/A

Primary

Secondary

N/A

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Secondary

N/A

N/A

N/A

Primary

Secondary

Secondary

On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

General ledger

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Financial reporting

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Accounts payable

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Fixed assets

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

In current
release

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

Question

Budgeting and forecasting

In current
release

In current
release

N/A

N/A

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

In current
release

Workaround

N/A

In current
release

SYSPRO

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Inventory

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

In current
release

In current
release

Warehouse management

Manufacturing

Prepared by 180 Systems

In current
release

Workaround

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Discrete

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Process

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Make to stock

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Make to order

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

In current
release

Question

Prepared by 180 Systems

SYSPRO

CPA Magazine
2014 ERP Survey
Question

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

Workaround

In current
release

In current
release

N/A

In current
release

N/A

N/A

Workaround

In current
release

In current
release

N/A

In current
release

Workaround

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

SYSPRO

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

Workaround

N/A

Canadian payroll

3rd party
using
different
tools than
primary
system

US payroll

3rd party
using
different
tools than
primary
system

HR

3rd party
using
different
tools than
primary
system

Prepared by 180 Systems

In current
release

In current
release

Workaround

In current
release

In current
release

In current
release

In current
release

Workaround

Workaround

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

N/A

In current
release

In current
release

In current
release

SYSPRO

In current
release

Workaround

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Contact management

Customer relationship
management

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

In current
release

In current
release

Business intelligence

In current
release

Corporate performance
management

3rd party
using
different
tools than
primary
system

Prepared by 180 Systems

Workaround

Workaround

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

N/A

In current
release

SYSPRO

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Construction

N/A

Workaround

In current
release

Workaround

N/A

In current
release

N/A

Not-for-profit

In current
release

Workaround

In current
release

Workaround

In current
release

N/A

N/A

N/A

Workaround

In current
release

Workaround

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Retail

Document management

Prepared by 180 Systems

In current
release

Workaround

N/A

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Shortcuts to specific
programs

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Type ahead/autofill

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

User defined help

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Screens on dual monitors

open at same time without
additional license

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

Add user-defined fields to

screen

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Used in report selection and

ordering

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Without changing source

code

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Platform for business

partners to extend solution

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Workaround

In current
release

N/A

Minor
Modification

Purchase order automatically

becomes sales order

In current
release

Workaround

In current
release

Workaround

In current
release

In current
release

In current
release

Share inventory across

separate companies

In current
release

N/A

In current
release

Workaround

N/A

N/A

In current
release

SYSPRO

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Share vendors across

separate companies

In current
release

N/A

In current
release

Workaround

N/A

N/A

N/A

Multiple companies in same

database and each company
can have a different home
currency

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Calculate realized gains and

losses

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

SYSPRO

Multicurrency

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Invoice and payment in

different currencies

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

SYSPRO

Password security
By company
By menu

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

By account code segment

(e.g., department)

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Alerts on pending and late

activities

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

By employee or by role

SYSPRO

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Visual view of business

process

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Configurable without being a

programmer

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Generate emails with link

back to system for approval

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Next Year

N/A

N/A

N/A

N/A

In current
release

In current
release

SYSPRO

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Optimized UI for some

functions on Android

Next Year

N/A

N/A

N/A

N/A

In current
release

In current
release

Optimized UI for some

functions on Blackberry

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

Multitenant architecture

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

SaaS delivery model

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

SYSPRO

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

In current
release

In current
release

In current
release

Firefox

Next Year

N/A

N/A

N/A

In current
release

In current
release

In current
release

Chrome

Next Year

N/A

N/A

N/A

In current
release

In current
release

In current
release

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Safari

Next Year

N/A

N/A

N/A

In current
release

In current
release

In current
release

Internet Explorer

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Workaround

N/A

Workaround

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Uses same password

security as application

In current
release

In current
release

Workaround

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

Dashboards

Includes metrics

Includes graphs

Prepared by 180 Systems

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Includes to-do items

Configurable without a
programmer

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

In current
release

In current
release

N/A

N/A

N/A

N/A

SAP
Business
One

N/A

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

OLAP

Create OLAP cubes

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Built-in OLAP cubes

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

3rd party
3rd party
using same using same
tools and
tools and
database as database as
primary
primary
system
system

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Financial
Analysis codes / reporting
structure
Attach analysis codes to
general ledger account
segments. For example, attach
a region code to an account
segment for office

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Based on percentage

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Based on actuals

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Allocations

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Compare (actuals +
commitments) to budgets

In current
release

N/A

In current
release

Minor
Modification

In current
release

N/A

In current
release

Prevent exceeding budget on

purchase order

In current
release

N/A

In current
release

Minor
Modification

In current
release

N/A

In current
release

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

SYSPRO

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Foreign currency translation

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Source acct. can be different

than target acct.

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Across entities with different

fiscal year ends

In current
release

N/A

In current
release

Workaround

In current
release

N/A

In current
release

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Rows and columns can be

defined

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

In current
release

N/A

In current
release

SYSPRO

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Multiple budgets

In current
release

N/A

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Import budget from Excel

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

3rd party
using same
tools and
Minor
database as Modification
primary
system

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Project can be updated by

any financial transaction

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Span fiscal years

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

SYSPRO

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Project subledger (not

tracked in general ledger)

In current
release

In current
release

In current
release

In current
release

In current
release

Workaround

N/A

Workaround

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

Workaround

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

SYSPRO

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Multiple levels of approval

In current
release

N/A

N/A

N/A

In current
release

N/A

Minor
Modification

Escalation rules

In current
release

N/A

N/A

N/A

In current
release

N/A

Minor
Modification

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

In current
release

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Wages and benefits

calculated based on rates in
payroll

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

N/A

N/A

Driver-based budgeting

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Based on trends

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SYSPRO

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Summary of changes form

preceding forecast

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

Workaround

N/A

N/A

In current
release

N/A

In current
release

3rd party
using
different
tools than
primary
system

Workaround

N/A

N/A

In current
release

In current
release

In current
release

SYSPRO

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Declining balance

3rd party
using
different
tools than
primary
system

Workaround

N/A

N/A

In current
release

N/A

In current
release

Half-year convention

3rd party
using
different
tools than
primary
system

Workaround

N/A

N/A

In current
release

N/A

In current
release

In current
release

Workaround

N/A

N/A

In current
release

N/A

In current
release

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

Workaround

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

Workaround

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Track all work done on asset

In current
release

N/A

N/A

N/A

In current
release

In current
release

Workaround

Schedule maintenance

In current
release

N/A

N/A

N/A

In current
release

In current
release

Workaround

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Back order fulfillment based

on customer priority

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Back order fulfillment based

on order date

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Back order fulfillment based

on requested ship date

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

In current
release

N/A

N/A

N/A

Minor
Modification

N/A

Minor
Modification

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Date-sensitive view of
inventory demand and supply

In current
release

N/A

N/A

SAP
Business
One

N/A

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

SYSPRO

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

Data collection

Bar coding

In current
release

N/A

In current
release

3rd party
using same
tools and
Workaround
database as
primary
system

Landed cost

Based on std. percentages

Prepared by 180 Systems

In current
release

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

In current
release

N/A

N/A

N/A

Minor
Modification

In current
release

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

SYSPRO

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Order placement and

acknowledgement

3rd party
using
different
tools than
primary
system

Workaround

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

3rd party
using same
Minor
tools and
Workaround
Modification database as
primary
system

In current
release

SAP
Business
One

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

In current
release

In current
release

In current
release

In current
release

Minor
Modification

Minor
Modification

3rd party
using
different
tools than
primary
system

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

In current
release

N/A

In current
release

SAP
Business
One

In current
release

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Minor
Modification

3rd party
using
different
tools than
primary
system

SYSPRO

3rd party
using same
tools and
database as
primary
system

Put away

Pallet, case and unit put

away

System selects the best

location

3rd party
using
different
tools than
primary
system

N/A

In current
release

3rd party
3rd party
using same using same
Minor
tools and
tools and
Workaround
Modification database as database as
primary
primary
system
system

3rd party
3rd party
using same using same
Minor
tools and
tools and
Workaround
Modification database as database as
primary
primary
system
system

In current
release

N/A

In current
release

In current
release

N/A

N/A

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Consolidate requisitions into

purchase orders

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Approval process

SYSPRO

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Repetitive (EG consumer

electronics)

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Make to stock (EG consumer

household goods)

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Question

SYSPRO

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Assemble to order (EG

personal computers)

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Make to order (EG complex

custom products)

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Major
Workaround
Modification

In current
release

In current
release

N/A

N/A

In current
release

Engineer to order (e.g., ship

building)

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Based on bill of materials,

inventory availability,
seasonality, trends and orders

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Generate suggested PO

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Based on resource capacity

of labour and equipment

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Based on grouping jobs to

minimize setup

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

Graphical view - drag and

drop production orders

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Shop floor data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Data collection by bar codes

for labour and materials

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Record any downtime with

reason code

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

In current
release

Major
Modification

N/A

In current
release

In current
release

N/A

N/A

In current
release

Based on PLC
(programmable logic
controller)

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

N/A

In current
release

Workaround

N/A

N/A

In current
release

In current
release

N/A

In current
release

Workaround

N/A

N/A

In current
release

In current
release

Workaround

In current
release

N/A

N/A

N/A

Minor
Modification

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Colour size matrix for

apparel manufacturing

N/A

Workaround

In current
release

In current
release

N/A

N/A

Major
Modification

Engineering change
management

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

N/A

In current
release

In current
release

Workaround

In current
release

In current
release

N/A

N/A

In current
release

Multisite production - plan

across locations

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Professional services
Flexible invoicing

Can add any text to invoice

Next Year

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Time and material

Next Year

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Fixed fee

Next Year

In current
release

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Percentage complete

Next Year

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Next Year

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Based on availability

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

In current
release

Match skills

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

N/A

Match employee preferences

Next Year

N/A

In current
release

Workaround

N/A

In current
release

N/A

Cost plus

Scheduling

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Timesheets

1 week at a time

Next Year

Workaround

In current
release

In current
release

In current
release

In current
release

Workaround

Note field for each

project/day

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

Workaround

Identify overtime

Next Year

N/A

In current
release

Workaround

In current
release

In current
release

Workaround

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

In current
release

In current
release

Web-based data entry

Next Year

N/A

PDA-enabled

Next Year

N/A

Workaround Workaround

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

Workaround

In current
release

In current
release

Workaround

In current
release

Workaround

In current
release

Workaround

Can enter off-line and

synchronize

Next Year

Workaround

In current
release

In current
release

3rd party
using same
tools and
database as
primary
system

Can prepopulate timesheet

based on project assignments

Next Year

N/A

In current
release

Workaround

Minor
Modification

Prepared by 180 Systems

SYSPRO

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Could enter time for a

project, phase and task

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

Workaround

Different (lower) cost/user

for timesheet and expense
module

Next Year

N/A

In current
release

Workaround

In current
release

In current
release

Workaround

Next Year

Workaround

In current
release

N/A

In current
release

In current
release

Workaround

SYSPRO

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Next Year

N/A

In current
release

N/A

Minor
Modification

N/A

Workaround

Maintain WIP history

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

Workaround

Generate bill from WIP

Next Year

Workaround

In current
release

Workaround

Minor
Modification

In current
release

Workaround

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Next Year

Workaround

In current
release

Workaround

Minor
Modification

N/A

Workaround

Next Year

N/A

In current
release

Workaround

In current
release

In current
release

Workaround

Based on % complete

Next Year

N/A

In current
release

Workaround

In current
release

In current
release

In current
release

Subscription revenue is
deferred and recognized
monthly

Next Year

N/A

In current
release

Workaround

In current
release

In current
release

Workaround

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Based on milestone
complete

Next Year

N/A

In current
release

Workaround

In current
release

N/A

In current
release

N/A

Workaround

In current
release

In current
release

In current
release

In current
release

Workaround

Next Year

Workaround

In current
release

In current
release

In current
release

In current
release

Workaround

SYSPRO

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Alert if timesheet not

completed on time

Next Year

N/A

In current
release

In current
release

Minor
Minor
Modification Modification

In current
release

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

Next Year

N/A

In current
release

Workaround

In current
release

N/A

Workaround

2-way integration with

Microsoft Project

Next Year

Workaround

In current
release

In current
release

N/A

N/A

Workaround

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SYSPRO

Question

Pass through charges from

A/P to client

Next Year

N/A

In current
release

Workaround

Minor
Modification

N/A

In current
release

Charge customer for

equipment usage

Next Year

N/A

In current
release

In current
release

Minor
Modification

In current
release

Workaround

Next Year

N/A

In current
release

In current
release

Minor
Minor
Workaround
Modification Modification

Change orders

Construction
Estimating

Prepared by 180 Systems

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Estimates based on building

statistics such as no. of suites
and historical rates

N/A

Workaround

In current
release

Workaround

N/A

N/A

N/A

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

N/A

Workaround

In current
release

Workaround

N/A

N/A

N/A

N/A

Workaround

In current
release

Workaround

Minor
Modification

N/A

N/A

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Bids online

N/A

N/A

In current
release

Workaround

Minor
Modification

N/A

N/A

Bids via spreadsheet

N/A

N/A

In current
release

Workaround

Minor
Modification

In current
release

N/A

N/A

N/A

In current
release

Workaround

Minor
Modification

N/A

N/A

N/A

N/A

In current
release

Workaround

Minor
Modification

N/A

N/A

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

N/A

N/A

In current
release

Workaround

Minor
Modification

In current
release

N/A

Update schedule as work

gets completed

N/A

N/A

In current
release

Workaround

Minor
Modification

In current
release

N/A

N/A

Workaround

In current
release

Workaround

Minor
Modification

In current
release

Workaround

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

Workaround

In current
release

Workaround

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Track service history by

serial no.

In current
release

Workaround

In current
release

In current
release

Minor
Modification

In current
release

Workaround

N/A

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

In current
release

Workaround

In current
release

In current
release

Minor
Modification

In current
release

In current
release

Generate quote for customer

Generate work order

Generate invoice for work

done and inventory used

Prepared by 180 Systems

SYSPRO

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

In current
release

Minor
Modification

N/A

N/A

SYSPRO

Scheduling / Dispatching

Manually assign resources

Automatically assign
resources based on skills and
availability

Workaround

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

3rd party
using same
Minor
tools and
Modification database as
primary
system

In current
release

N/A

In current
release

In current
release

Minor
Modification

N/A

Self service by client

Check status

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Minor
Modification

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Workaround

In current
release

N/A

N/A

SYSPRO

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Automated screening based

on keywords or qualifications

3rd party
using
different
tools than
primary
system

N/A

In current
release

Workaround

In current
release

N/A

N/A

Pictures attached to
employee and available for
view by employees that have
access

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

N/A

N/A

Self serve over the Internet

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

SYSPRO

Employee administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Generate work flow approval

on change of certain
information

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

In current
release

N/A

Maintain history of
compensation and ratings

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

Workaround

N/A

Record company assets

including keys, Blackberries,
laptops given out to
employees

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

In current
release

N/A

Skills and degrees

Prepared by 180 Systems

SYSPRO

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

N/A

N/A

Absence approval process

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

N/A

N/A

Question

SYSPRO

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Track performance review

process - dates, ratings

3rd party
using
different
tools than
primary
system

Workaround

In current
release

In current
release

In current
release

N/A

N/A

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

3rd party
using
different
tools than
primary
system

Workaround

In current
release

Workaround

In current
release

N/A

N/A

Eligibility dates for benefits

3rd party
using
different
tools than
primary
system

Workaround

In current
release

Workaround

In current
release

N/A

N/A

SYSPRO

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

Employee update courses

online

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

N/A

N/A

Registration for internal

courses by employees

3rd party
using
different
tools than
primary
system

N/A

In current
release

Workaround

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

SYSPRO

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

In current
release

N/A

N/A

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Versioning

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

In current
release

N/A

N/A

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Search for key words

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

CRM
Applications

Contact Management

Sales force automation

Prepared by 180 Systems

In current
release

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

Marketing automation

In current
release

N/A

N/A

N/A

In current
release

3rd party
using
different
tools than
primary
system

3rd party
using
different
tools than
primary
system

Service management

In current
release

N/A

N/A

N/A

Minor
Modification

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

3rd party
using
different
tools than
primary
system

N/A

N/A

CPA Magazine
2014 ERP Survey
SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Question

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

Order confirmation includes

a link to secure customer
portal

3rd party
using
different
tools than
primary
system

Customer can check order

status online

3rd party
using
different
tools than
primary
system

Link to carrier's website and

view status of shipment based
on tracking no.

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

SAP
Business
One

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Sage
SAP
Sage ERP
Simply
Business
X3
Accounting All-in-One

SAP
Business
One

SME:
Serenic
Service
Navigator Manageme
Enterprise
nt
Enterprise

SYSPRO

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

N/A

N/A

N/A

N/A

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Tier

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

UNIT4
Business
Software

VersAccount
s Limited

Virtuo
Solutions

SSL

System information
Vendor name

Version no.

Open
Systems,
Inc.

Epicor
Unanet
Software
Technologies
Corporation

11

9.5

Milestone 4

n/a

Carla
Alarcon

Neil Gohil

Richard
Hayden

Matthew
Meekes

Jim Welch

Lizanne
Simard

Steve
Whitehouse

952-4035700 5737

905-2242222 296

7036899581

888-2473776 4503

855-4452281 Ext.
703

450-9738077 8208

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

jim.welch@v lizanne.sima swhitehouse

carlaa@osas neil.gohil@s rhayden@un info@unit4s
ersaccounts. rd@virtuosol @winman.co
.com
olarsoft.com anet.com oftware.com
com
utions.com
m

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

www.osas.co
www.unanet www.unit4so www.versac www.virtuos www.winma
www.epicor.com/Products/Pages/Process-Manufacturing-System.aspx
m
.com
ftware.com counts.com olutions.com
n.com

$2,500
12
$30,000

$3,300
20
$66,000

$287
100
$28,700

NA
NA
NA

NA
NA
NA

$2,000
10
$20,000

$3,500
35
$122,500

0.5

NA

NA

0.5

$30,000

$66,000

$14,350

NA

NA

$20,000

$61,250

$60,000

$132,000

$43,050

NA

NA

$40,000

$183,750

$975

$3,300

$233

NA

$1,200

$5,500

NA

10
$9,750

20
$66,000

100
$23,300

NA
NA

10
$12,000

5
$27,500

NA
NA

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

0.5

NA

NA

$9,750

$66,000

$11,650

NA

$12,000

$27,500

NA

$51,498

$348,603

$111,972

NA

$63,382

$145,251

NA

50,000

2,000

900

6,000

NA

550

180

20,000

200

900

N/A

NA

200

180

Previous year revenue - all

systems - in Millions ($)

NA

NA

$9

$700

NA

$17

NA

Previous year revenue - this

system - in Millions ($)

NA

NA

$8

n/a

NA

$7

NA

Current year revenue - all

systems - in Millions ($)

NA

NA

$9

n/a

NA

$0

NA

Current year revenue - this

system - in Millions ($)

NA

NA

$8

n/a

NA

$0

NA

Question

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Secondary
Primary
Secondary

Secondary
Primary
N/A

Secondary
Secondary
Primary

Primary
N/A
N/A

N/A
N/A
Primary

Secondary
Primary
N/A

Primary
Primary
Secondary

Secondary
Primary
N/A

Primary
Secondary
N/A

Secondary
Primary
Secondary

Primary
Primary
N/A

N/A
Primary
Secondary

Secondary
Primary
N/A

N/A
N/A
N/A

Secondary

Secondary

Secondary

Primary

N/A

N/A

Secondary

Primary

Primary

Primary

Secondary

Primary

Primary

Primary

Secondary

Secondary

Secondary

N/A

Secondary

N/A

Primary

Partial
Full
None
None

None
None
None
None

None
Partial
None
None

Partial
Full
Full
Full

None
None
None
None

None
None
None
None

None
None
None
None

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

None
Partial
None
Full
Partial
None
None
None
None
None
None
None
None
None
None
Full
Partial
None
None
None
None
None
None
Full
None
None
Partial
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Partial
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
Full
None
None
None
Full
None
None
Full
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Partial
None
Full
None
Partial
None
None
None
None
None
Partial
None
None
Partial
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Partial
Full
None

None
Full
Full
Full
None
Full
Full
None
None
None
Full
None
None
Partial
Full
Full
Full
Full
Full
None
None
None
None
Full
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Partial
Full
None
None
None
Full
None
Full
None
None
None
None
None
None
None
None
None
None
None
Full
None
Partial
None
None
None
None
None
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Full
Full
Full
Full
None
None
None
Full
None
None
Full
Full
None
Full
Full
Full
None
None
Full
None
Full
Full
None
Full
None
None
None
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

None
None
None
None
Partial
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
None
None
None
None
Full
Full
Full
None
Full
Full
None
None
None
Full
None
None
Full
Full
Full
Full
Full
Full
None
None
None
None
Full

Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full
Full

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

United States
Vietnam

Full
None

Full
None

Full
None

Full
None

Full
Full

Full
None

Full
Partial

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Full
None
Full
Partial
None
None
None
None
None
None
None
Full

None
None
None
Full
Full
Full
None
None
None
None
None
None
None

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
Full
Full
Full
Full
None
Full
None
Full
Full
None
Full

None
None
None
Full
None
None
None
None
None
None
None
None
None

None
None
None
Full
Full
None
None
None
None
None
None
None
None

Partial
Partial
Partial
Full
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial

Secondary

N/A

Minimal

Minimal

Secondary

N/A

N/A

Some
Secondary
Secondary
Primary
Primary

N/A
N/A
N/A
Primary
N/A

Minimal
Minimal
Some
Secondary
Some

Minimal
Some
Minimal
Minimal
Some

N/A
N/A
Some
Secondary
Primary

N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
Primary
Primary

Question

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Primary

N/A

N/A

Minimal

N/A

N/A

Secondary

Primary

N/A

Minimal

Some

N/A

Some

N/A

Secondary
Some

N/A
N/A

Primary
Secondary

Some
Primary

Primary
N/A

N/A
Secondary

N/A
N/A

Some

N/A

Some

Some

Primary

N/A

N/A

54 Professional, scientific,
and technical services

Some

N/A

Primary

Primary

Primary

N/A

N/A

55 Management of
companies and enterprises

Some

N/A

Secondary

Primary

Primary

N/A

N/A

56 Administrative and
support and waste
management and remediation
services

Some

N/A

Minimal

Primary

N/A

N/A

N/A

Some

N/A

Some

Primary

Secondary

Minimal

N/A

Primary

N/A

Some

Primary

N/A

Primary

N/A

Some

N/A

Minimal

Minimal

Primary

Primary

N/A

Primary

N/A

Minimal

Minimal

Secondary

N/A

N/A

Primary

N/A

Some

Some

Primary

Secondary

N/A

Some

N/A

Some

Primary

N/A

Primary

N/A

Question

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance
71 Arts, entertainment and
recreation
72 Accommodation and food
services
81 Other services (except
public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

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WinMan
ERP
Software

Primary
N/A
Secondary
N/A
N/A
Secondary
Secondary
N/A
N/A
Secondary
N/A
N/A

Primary
Secondary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
-

Primary
Primary
Primary
Primary
Secondary
Secondary
N/A
Primary
Primary

Primary
Secondary
Secondary
N/A
N/A
N/A
N/A
N/A
Secondary

Primary
Primary
Primary
Primary
N/A
N/A
N/A
Primary
Primary

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

Primary
N/A
Secondary
N/A
N/A
N/A
N/A
N/A
N/A

Primary
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Secondary

Primary

N/A

Primary

Primary

Primary

Secondary

Secondary

Primary

Primary

N/A

Primary

N/A

Primary

Primary

CPA Magazine
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WinMan
ERP
Software

Primary

N/A

N/A

N/A

N/A

N/A

N/A

On premises (software is
installed and run on
customer's hardware)

Primary

Primary

Primary

Primary

N/A

Primary

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Secondary

Primary

Primary

Primary

Secondary

Secondary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

Primary

Secondary

Secondary

Primary

N/A

N/A

Secondary

Question

Mac OS (without Web

browser)
Software delivery

Applications
Financial

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WinMan
ERP
Software

General ledger

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Financial reporting

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Accounts receivable

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Accounts payable

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

In current
release

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Fixed assets

TRAVERSE

In current
release

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WinMan
ERP
Software

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Multicurrency

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

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WinMan
ERP
Software

Inventory

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Purchase order

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Warehouse management

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Question

Manufacturing

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WinMan
ERP
Software

Discrete

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

Process

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Make to stock

In current
release

In current
release

N/A

N/A

In current
release

N/A

In current
release

Make to order

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

Question

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CPA Magazine
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TRAVERSE

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WinMan
ERP
Software

Service management

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

Professional services
automation

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Other

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

TRAVERSE

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WinMan
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

In current
release

In current
release

HR

Prepared by 180 Systems

In current
release

N/A

CPA Magazine
2014 ERP Survey
Question

TRAVERSE

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WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

Contact management

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Customer relationship
management

In current
release

In current
release

In current
release

Workaround

N/A

N/A

In current
release

Business intelligence

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Corporate performance
management

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

In current
release

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CPA Magazine
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TRAVERSE

Tropos

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UNIT4
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nts

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WinMan
ERP
Software

Construction

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Not-for-profit

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

Question

Retail

Document management

Prepared by 180 Systems

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
TRAVERSE

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WinMan
ERP
Software

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

Shortcuts to specific
programs

In current
release

In current
release

In current
release

In current
release

N/A

N/A

In current
release

Type ahead/autofill

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

User defined help

In current
release

N/A

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

Question

Only need a browser

Multiple criteria to find a

record
Global search

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TRAVERSE

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WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

Add user-defined fields to

screen

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Used in report selection and

ordering

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Without changing source

code

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

Question

Screens on dual monitors

open at same time without
additional license
Customization

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CPA Magazine
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Tropos

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Agresso

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nts

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WinMan
ERP
Software

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

In current
release

N/A

In current
release

Automatic balancing of
intercompany transactions

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

In current
release

Purchase order automatically

becomes sales order

In current
release

In current
release

Major
Modification

In current
release

N/A

Major
Modification

In current
release

Share inventory across

separate companies

In current
release

In current
release

Major
Modification

N/A

In current
release

N/A

In current
release

Question

Platform for business

partners to extend solution

TRAVERSE

Multiple companies

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TRAVERSE

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WinMan
ERP
Software

Share vendors across

separate companies

In current
release

In current
release

Next Year

In current
release

In current
release

N/A

In current
release

Multiple companies in same

database and each company
can have a different home
currency

In current
release

In current
release

Major
Modification

In current
release

N/A

N/A

In current
release

Calculate realized gains and

losses

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

Calculate unrealized gains

and losses

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Question

Multicurrency

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WinMan
ERP
Software

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

By company

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

By menu

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Workaround

N/A

N/A

In current
release

N/A

In current
release

N/A

Question

Invoice and payment in

different currencies

Password security

By function ( view, add,

change, delete)

By field

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WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Online review and approval

of transactions

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Alerts on pending and late

activities

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Question

By account code segment

(e.g., department)

By employee or by role
Workflow

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WinMan
ERP
Software

Visual view of business

process

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Configurable without being a

programmer

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Generate emails with link

back to system for approval

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Question

Mobile Application

Optimized UI for some

functions on iPhone

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WinMan
ERP
Software

Optimized UI for some

functions on Android

In current
release

In current
release

N/A

In current
release

In current
release

N/A

N/A

Optimized UI for some

functions on Blackberry

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Optimized UI for some

functions on Microsoft
Windows Phone

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Multitenant architecture

In current
release

N/A

In current
release

In current
release

In current
release

N/A

N/A

SaaS delivery model

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Cloud ready

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WinMan
ERP
Software

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Firefox

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Chrome

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Hosted option

Browser support

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Question

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WinMan
ERP
Software

Safari

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Internet Explorer

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

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TRAVERSE

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Agresso

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WinMan
ERP
Software

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Includes metrics

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Includes graphs

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

N/A

Question

Uses same password

security as application

Dashboards

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WinMan
ERP
Software

Includes to-do items

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Configurable without a
programmer

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Question

OLAP

Create OLAP cubes

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WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Attach analysis codes to

general ledger account
segments. For example, attach
a region code to an account
segment for office

In current
release

N/A

Next Year

In current
release

In current
release

In current
release

N/A

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

In current
release

In current
release

Next Year

In current
release

N/A

In current
release

N/A

Question

Built-in OLAP cubes

Financial
Analysis codes / reporting
structure

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WinMan
ERP
Software

In current
release

N/A

Next Year

In current
release

N/A

In current
release

N/A

Based on percentage

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Based on actuals

In current
release

In current
release

In current
release

Minor
Modification

N/A

In current
release

N/A

Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction
Allocations

Commitment accounting

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WinMan
ERP
Software

Compare (actuals +
commitments) to budgets

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Prevent exceeding budget on

purchase order

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Next Year

In current
release

N/A

In current
release

N/A

Question

Consolidation

Create new entity and post

j/e's to it

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WinMan
ERP
Software

Foreign currency translation

In current
release

In current
release

Major
Modification

In current
release

N/A

In current
release

N/A

Source acct. can be different

than target acct.

In current
release

N/A

Next Year

In current
release

N/A

In current
release

N/A

Across entities with different

fiscal year ends

In current
release

N/A

Major
Modification

In current
release

N/A

In current
release

N/A

Question

Financial Reporting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Next Year

In current
release

N/A

In current
release

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

Next Year

In current
release

In current
release

In current
release

N/A

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Multiple budgets

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Export actuals to Excel

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Import budget from Excel

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Compute budget using

formula

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Exported data is formatted

and includes formulas

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Question

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Project can be updated by

any financial transaction

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Compare budget to actual

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Span fiscal years

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Question

Project accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

Major
Modification

N/A

In current
release

N/A

In current
release

In current
release

N/A

Major
Modification

N/A

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Multiple levels of approval

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Escalation rules

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Question

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Wages and benefits

calculated based on rates in
payroll

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Driver-based budgeting

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Workaround

N/A

N/A

N/A

Question

Based on trends

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Declining balance

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

Half-year convention

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

Question

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Track all work done on asset

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Schedule maintenance

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Question

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Back order fulfillment based

on customer priority

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Back order fulfillment based

on order date

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Back order fulfillment based

on requested ship date

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Question

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

Major
Modification

N/A

Data collection

Bar coding

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

N/A

N/A

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Question

Based on actuals

EDI supported

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

Pallet, case and unit put

away

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

System selects the best

location

In current
release

N/A

N/A

N/A

N/A

Major
Modification

N/A

In current
release

In current
release

N/A

In current
release

N/A

N/A

N/A

Question

System directs pickers to

location in warehouse

Put away

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

N/A

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Repetitive (EG consumer

electronics)

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Make to stock (EG consumer

household goods)

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

Question

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Assemble to order (EG

personal computers)

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Make to order (EG complex

custom products)

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Engineer to order (e.g., ship

building)

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Question

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Based on resource capacity

of labour and equipment

Workaround

In current
release

N/A

N/A

N/A

N/A

N/A

Based on grouping jobs to

minimize setup

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

Graphical view - drag and

drop production orders

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

Shop floor data collection

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Data collection by bar codes

for labour and materials

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Record any downtime with

reason code

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Based on PLC
(programmable logic
controller)

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

Question

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

N/A

N/A

Next Year

N/A

N/A

In current
release

In current
release

N/A

N/A

Next Year

N/A

N/A

In current
release

In current
release

N/A

N/A

In current
release

N/A

N/A

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Colour size matrix for

apparel manufacturing

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

Engineering change
management

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Multisite production - plan

across locations

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Can add any text to invoice

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Time and material

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Fixed fee

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Percentage complete

In current
release

N/A

In current
release

In current
release

N/A

Major
Modification

N/A

Question

Professional services
Flexible invoicing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
Match employee preferences
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

Cost plus

Scheduling

Based on availability

Match skills

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

1 week at a time

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Note field for each

project/day

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Identify overtime

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

Timesheets

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Web-based data entry

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

PDA-enabled

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

Major
Modification

N/A

Question

Can enter off-line and

synchronize

Can prepopulate timesheet

based on project assignments

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Could enter time for a

project, phase and task

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Different (lower) cost/user

for timesheet and expense
module

In current
release

N/A

N/A

In current
release

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Maintain WIP history

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Generate bill from WIP

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Based on % complete

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Subscription revenue is
deferred and recognized
monthly

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Question

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Electronic approval of
timesheets and expense
reports

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

Based on milestone
complete

Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Alert if timesheet not

completed on time

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

In current
release

N/A

In current
release

N/A

Workaround

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

In current
release

N/A

Major
Modification

N/A

Misc
Revenue and costs
transferred between divisions
automatically when an
employee in one division
works for another division

2-way integration with

Microsoft Project

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Pass through charges from

A/P to client

In current
release

In current
release

In current
release

In current
release

N/A

Major
Modification

N/A

Charge customer for

equipment usage

In current
release

N/A

In current
release

In current
release

N/A

Major
Modification

N/A

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Question

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Estimates based on building

statistics such as no. of suites
and historical rates

3rd party
using same
tools and
database as
primary
system

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

3rd party
using same
Detailed estimates based on
tools and
take-offs that Include floor
database as
area, drywall and appliances
primary
system
Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Bids online

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

Bids via spreadsheet

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

Question

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

N/A

N/A

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

TRAVERSE

Scheduling
3rd party
using same
Generate schedule based on
tools and
start date, lag time between
database as
activities and dependencies
primary
system

Update schedule as work

gets completed

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

In current
release

N/A

N/A

N/A

N/A

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Generate quote for customer

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Generate work order

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Question

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Manually assign resources

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Automatically assign
resources based on skills and
availability

In current
release

N/A

N/A

Next Year

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Question

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

Human Resources
Recruitment

Web based

Prepared by 180 Systems

3rd party
using same
tools and
database as
primary
system

N/A

CPA Magazine
2014 ERP Survey
Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

N/A

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

Question

TRAVERSE

Automated screening based

on keywords or qualifications

3rd party
using same
tools and
database as
primary
system

Tropos

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

3rd party
using same
Generate work flow approval
tools and
on change of certain
database as
information
primary
system

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

In current
release

N/A

Question

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

TRAVERSE

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Able to view the various

absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Absence approval process

3rd party
using same
tools and
database as
primary
system

N/A

In current
release

In current
release

N/A

In current
release

N/A

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

Question

Leave of absence
administration

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track performance review

process - dates, ratings

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

In current
release

N/A

Benefit Administration
3rd party
using same
Benefit plans and deductions
tools and
- family vs. single, LTD, Life
database as
Insurance, etc.
primary
system

Eligibility dates for benefits

Training Administration

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

Major
Modification

N/A

3rd party
using same
tools and
database as
primary
system

N/A

N/A

In current
release

N/A

Major
Modification

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

N/A

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

In current
release

In current
release

In current
release

N/A

In current
release

N/A

Optionally check in and out

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Email alerts if changed

In current
release

N/A

In current
release

In current
release

N/A

N/A

N/A

Question

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

Change Control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Search on file names

In current
release

N/A

N/A

In current
release

N/A

N/A

N/A

Search for embedded text

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Question

Show status of document

Search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

In current
release

N/A

N/A

N/A

N/A

Contact Management

In current
release

In current
release

In current
release

In current
release

N/A

N/A

N/A

Sales force automation

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Question

Search for key words

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Marketing automation

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Service management

In current
release

In current
release

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Question

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

Order confirmation includes

a link to secure customer
portal

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

Customer can check order

status online

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

Question

3rd party
using same
Link to carrier's website and
tools and
view status of shipment based
database as
on tracking no.
primary
system
Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

In current
release

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

TRAVERSE

Tropos

Unanet

UNIT4
Agresso

VersAccou
nts

Virtuo

WinMan
ERP
Software

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

In current
release

N/A

N/A

N/A

N/A

N/A

N/A

CPA Magazine
2014 ERP Survey
Question

Tier

Xledger

xTuple ERP

Xledger

xTuple

N/A

4.5

JO Sutton

Ned Lilly

System information
Vendor name

Version no.

Contact
Contact name

Contact phone no.

Contact email

Prepared by 180 Systems

757-4613022 101
jo.sutton@xl ned@xtuple.
edger.com
com

CPA Magazine
2014 ERP Survey
Question

Website

Cost
On premises / licence based
(US dollars)
Average cost per user ($)
Average no. of users
Average cost ($)
Ratio - average
implementation cost/licence
cost
Average implementation cost
($)
Total licence based ($)
On Demand / SaaS or hosted
(US dollars)
Average annual fee / user ($)
Average no. of users
Average annual fees ($)

Prepared by 180 Systems

Xledger

xTuple ERP

www.xledger www.xtuple.
.co.uk
com

NA
NA
NA

$2,500
15
$37,500

NA

NA

$37,500

NA

$75,000

$600

$1,000

50
$30,000

10
$10,000

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

0.25

1.5

$7,500

$15,000

$137,027

$57,580

5,000

400

5,000

400

Previous year revenue - all

systems - in Millions ($)

$4

NA

Previous year revenue - this

system - in Millions ($)

$4

NA

Current year revenue - all

systems - in Millions ($)

$5

NA

Current year revenue - this

system - in Millions ($)

$5

NA

Average implementation
costs / average fees - year one
Average implementation
costs - year one ($)
NPV over 5 years (discount
rate of 5%) ($)
Vendor information
Customer information
No. of customers - worldwide
- all products
No. of customers - worldwide
- this product
Revenue ($US)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Company profile
Budget for licence cost and
implementation services
> $300K
Between $50K and $300K
< $50K

Xledger

xTuple ERP

N/A
N/A
N/A

Secondary
Primary
Primary

N/A
N/A
N/A

Secondary
Primary
Primary

Secondary

Secondary

Primary

Primary

Secondary

Secondary

None
None
None
None

Partial
Full
None
Partial

Annual budget for software as

a service or SaaS (if you want
to consider SaaS solutions)
> $50K
Between $5K and $50K
< $5K
Company size
Revenue > $200M or
customer employees > 500
Revenue $10M to $200M or
customer employees 50-500
Revenues < $10M or
employees < 50
Geography
Local support
Africa
Australia
Austria
Belgium

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Bosnia & Hercegovina

Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America
Latvia
Lithuania
Malaysia
Malta

Prepared by 180 Systems

Xledger

xTuple ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

None
Partial
None
Full
Partial
None
None
None
None
None
Partial
Partial
Partial
Partial
None
Partial
Partial
Partial
None
Partial
Partial
None
None
Full
None
None
None
None

CPA Magazine
2014 ERP Survey
Question

Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom
United States
Vietnam
Compliant with tax authority

Prepared by 180 Systems

Xledger

xTuple ERP

None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
Full
Full
None

None
Partial
Full
None
Full
None
None
None
None
None
Partial
None
None
None
Partial
Partial
None
Partial
Partial
Partial
Partial
None
None
Full
Full
None

CPA Magazine
2014 ERP Survey
Question

Africa
Australia
Austria
Belgium
Bosnia & Hercegovina
Brazil
Bulgaria
Canada
China
Croatia
Czech Republic
Denmark
Estonia
Finland
France
Germany
Greece
Hong Kong
Hungary
India
Indonesia
Ireland
Israel
Italy
Japan
Kazakhstan
Korea
Latin America

Prepared by 180 Systems

Xledger

xTuple ERP

None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None
None

Partial
Full
Partial
Partial
Partial
Partial
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full

CPA Magazine
2014 ERP Survey
Question

Latvia
Lithuania
Malaysia
Malta
Middle East
Netherlands
New Zealand
Norway
Philippines
Poland
Portugal
Romania
Russia
Serbia & Montenegro
Singapore
Slovakia
Slovenia
South Africa
South Asia
Spain
Sweden
Switzerland (French)
Switzerland (German)
Taiwan
Thailand
Turkey
Ukraine
United Kingdom

Prepared by 180 Systems

Xledger

xTuple ERP

None
None
None
None
None
None
None
Full
None
None
None
None
None
None
None
None
None
None
None
None
Full
None
None
None
None
None
None
Full

Partial
Partial
Partial
Partial
Partial
Partial
Full
Partial
Full
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Partial
Full

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

United States
Vietnam

Full
None

Full
Partial

Language
Language support
Arabic
Chinese
Dutch
English
French
German
Hebrew
Italian
Japanese
Norwegian
Portuguese
Russian
Spanish

None
Partial
None
Full
None
None
None
None
None
Full
None
None
Partial

Partial
Partial
Partial
Full
Full
Partial
None
Partial
Partial
Partial
Partial
Partial
Full

N/A

Minimal

N/A
N/A
N/A
N/A
N/A

Minimal
Minimal
Some
Primary
Primary

Industry
Industry focus (NAICS)
11 Agriculture, forestry,
fishing and hunting
21 Mining
22 Utilities
23 Construction
31-33 Manufacturing
42 Wholesale trade

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

Secondary

N/A

Secondary

N/A
N/A

Some
Minimal

N/A

Minimal

54 Professional, scientific,
and technical services

Primary

Some

55 Management of
companies and enterprises

N/A

Minimal

56 Administrative and
support and waste
management and remediation
services

N/A

Minimal

N/A

Minimal

N/A

Minimal

71 Arts, entertainment and

recreation

N/A

Minimal

72 Accommodation and food

services

N/A

Minimal

N/A

Minimal

N/A

Minimal

44-45 Retail trade

48-49 Transportation and
warehousing
51 Information
52 Finance and insurance
53 Real estate and rental
and leasing

61 Education services
62 Health care and social
assistance

81 Other services (except

public administration)
92 Public administration
Technology

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Databases supported
Microsoft SQL Server
Oracle
Pervasive SQL
IBM DB2
Sybase
Informix
Access
Btrieve
FoxPro
mySQL
Progress
PostgreSQL
Networks supported
Microsoft
Linux
Unix
AIX
Novell Netware
IBM AS/400 (OS/400)
IBM S/390
Mac OS
Web browser
Clients supported
Web based (don't need Citrix
or Terminal Services)
Windows

Prepared by 180 Systems

Xledger

xTuple ERP

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Primary

N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Primary
Primary
N/A
N/A
N/A
N/A
N/A
Primary
Primary

Primary

Primary

N/A

Primary

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

Primary

N/A

Primary

On demand or SaaS
(customer accesses a single
instance of the software over
the Web that allows multiple
customers to coexist through a
multitenant architecture)

Primary

Secondary

Hosted (software is accessed

on demand, but lacks a
multitenant architecture and
requires separate servers and
installs for each customer)

N/A

Primary

Mac OS (without Web

browser)
Software delivery
On premises (software is
installed and run on
customer's hardware)

Applications
Financial

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

General ledger

In current
release

In current
release

Financial reporting

In current
release

In current
release

Accounts receivable

In current
release

In current
release

Accounts payable

In current
release

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Fixed assets

In current
release

In current
release

Multicurrency

In current
release

In current
release

Budgeting and forecasting

In current
release

In current
release

In current
release

In current
release

Distribution

Order processing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Inventory

In current
release

In current
release

Purchase order

In current
release

In current
release

Warehouse management

In current
release

In current
release

Manufacturing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Discrete

N/A

In current
release

Process

N/A

In current
release

Make to stock

N/A

In current
release

Make to order

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

In current
release

Workaround

In current
release

In current
release

Other

Service management

Professional services
automation

Project costing

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Time billing

Canadian payroll

US payroll

HR

Prepared by 180 Systems

Xledger

xTuple ERP

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using same
tools and
database as
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Contact management

In current
release

In current
release

Customer relationship
management

In current
release

In current
release

Business intelligence

In current
release

In current
release

Corporate performance
management

N/A

In current
release

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Construction

Not-for-profit

Retail

Document management

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

In current
release

In current
release

In current
release

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Generic features
Ease of use
Consistent user interface
throughout the application

In current
release

In current
release

Shortcuts to specific
programs

In current
release

In current
release

Type ahead/autofill

In current
release

In current
release

N/A

N/A

In current
release

In current
release

In current
release

In current
release

In current
release

In current
release

User defined help

Only need a browser

Multiple criteria to find a

record
Global search

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Screens on dual monitors

open at same time without
additional license

In current
release

N/A

Add user-defined fields to

screen

In current
release

In current
release

Used in report selection and

ordering

In current
release

In current
release

Without changing source

code

In current
release

In current
release

Customization

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

In current
release

In current
release

Purchase order automatically

becomes sales order

N/A

In current
release

Share inventory across

separate companies

N/A

In current
release

Platform for business

partners to extend solution

Multiple companies

Automatic balancing of
intercompany transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Share vendors across

separate companies

In current
release

In current
release

Multiple companies in same

database and each company
can have a different home
currency

In current
release

Minor
Modification

In current
release

In current
release

N/A

In current
release

Multicurrency

Calculate realized gains and

losses

Calculate unrealized gains

and losses

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Invoice and payment in

different currencies

In current
release

In current
release

By company

N/A

In current
release

By menu

N/A

In current
release

N/A

In current
release

N/A

Minor
Modification

Password security

By function ( view, add,

change, delete)

By field

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

In current
release

In current
release

Online review and approval

of transactions

In current
release

In current
release

Alerts on pending and late

activities

In current
release

In current
release

By account code segment

(e.g., department)

By employee or by role
Workflow

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Visual view of business

process

In current
release

In current
release

Configurable without being a

programmer

In current
release

In current
release

N/A

In current
release

N/A

In current
release

Generate emails with link

back to system for approval

Mobile Application

Optimized UI for some

functions on iPhone

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Optimized UI for some

functions on Android

N/A

In current
release

Optimized UI for some

functions on Blackberry

N/A

In current
release

Optimized UI for some

functions on Microsoft
Windows Phone

N/A

In current
release

Multitenant architecture

In current
release

Workaround

SaaS delivery model

In current
release

In current
release

Cloud ready

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

Firefox

In current
release

In current
release

Chrome

In current
release

In current
release

Hosted option

Browser support

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Safari

In current
release

In current
release

Internet Explorer

In current
release

In current
release

In current
release

In current
release

Business intelligence
Report Writer

Ad hoc - don't need a

programmer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Uses same password

security as application

In current
release

In current
release

Includes metrics

In current
release

In current
release

Includes graphs

In current
release

In current
release

Dashboards

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Includes to-do items

In current
release

In current
release

Configurable without a
programmer

In current
release

In current
release

N/A

In current
release

OLAP

Create OLAP cubes

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Built-in OLAP cubes

Xledger

xTuple ERP

N/A

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Financial
Analysis codes / reporting
structure
Attach analysis codes to
general ledger account
segments. For example, attach
a region code to an account
segment for office

Reporting structures that

allow rollups to any dimension.
For example, could define a
rollup from office to province
or state and then to country

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Analysis codes or reporting

structures can be used to
generate financial reports for
attributes/dimensions such as
country without embedding a
country code in a financial
transaction

Xledger

xTuple ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Allocations

Based on percentage

Based on actuals

Commitment accounting

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Compare (actuals +
commitments) to budgets

Prevent exceeding budget on

purchase order

Xledger

xTuple ERP

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Consolidation

Create new entity and post

j/e's to it

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Foreign currency translation

Source acct. can be different

than target acct.

Across entities with different

fiscal year ends

Financial Reporting

Prepared by 180 Systems

Xledger

xTuple ERP

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Rows and columns can be

defined

Multiple hierarchies

Drill-down to transaction
details

Format any part of report

Budgeting

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

In current
release

N/A

In current
release

In current
release

In current
release

N/A

In current
release

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Multiple budgets

In current
release

In current
release

Export actuals to Excel

In current
release

In current
release

N/A

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Import budget from Excel

Compute budget using

formula

Exported data is formatted

and includes formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Project can be updated by

any financial transaction

In current
release

In current
release

Compare budget to actual

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Project accounting

Span fiscal years

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Project subledger (not

tracked in general ledger)

Xledger

xTuple ERP

N/A

In current
release

N/A

In current
release

N/A

In current
release

Revenue recognition

Based on % complete

Based on milestone
complete

Budgeting and forecasting

Budget approval process

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Multiple levels of approval

Escalation rules

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

N/A

Calculations

Excel-like formulas

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Wages and benefits

calculated based on rates in
payroll

N/A

N/A

Driver-based budgeting

N/A

N/A

Based on trends

N/A

N/A

N/A

N/A

Based on regression
smoothing techniques

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

What-if analysis

Change assumption and see

the results automatically

Xledger

xTuple ERP

N/A

N/A

N/A

N/A

In current
release

In current
release

Audit trail

Track changes/versions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Summary of changes form

preceding forecast

Xledger

xTuple ERP

N/A

N/A

N/A

In current
release

In current
release

In current
release

Fixed assets
Setup

Multiple books

Depreciation

Straight line

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Declining balance

Half-year convention

Xledger

xTuple ERP

In current
release

Minor
Modification

N/A

Minor
Modification

N/A

Minor
Modification

Disposals

Gain/loss calculation

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Partial disposals

Xledger

xTuple ERP

N/A

Minor
Modification

In current
release

In current
release

N/A

In current
release

Integration

Fixed assets linked with

accounts payable - only need
to enter asset once

Preventive maintenance

Schedule maintenance
based on usage

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Track all work done on asset

N/A

In current
release

Schedule maintenance

N/A

In current
release

N/A

In current
release

Distribution
Back orders

Back order preference by

customer

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Back order fulfillment based

on customer priority

N/A

In current
release

Back order fulfillment based

on order date

N/A

In current
release

Back order fulfillment based

on requested ship date

N/A

In current
release

Back order fulfillment based

on a set of rules that include
customer preference, order
date and requested ship date

N/A

In current
release

Available To promise

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Date-sensitive view of
inventory demand and supply

Xledger

xTuple ERP

N/A

In current
release

In current
release

In current
release

N/A

3rd party
using same
tools and
database as
primary
system

Data collection

Bar coding

Landed cost

Based on std. percentages

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on actuals

Allocate actual invoice for a

landed cost component such
as freight to 1 PO or receipt

Allocate actual invoice for a

landed cost component such
as freight to multiple PO's or
receipts

EDI supported

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

N/A

3rd party
using same
tools and
database as
primary
system

CPA Magazine
2014 ERP Survey
Question

Order placement and

acknowledgement

Xledger

xTuple ERP

N/A

In current
release

N/A

Minor
Modification

In current
release

In current
release

Picking

Wave picking

Pallet, case and unit picking

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

System directs pickers to

location in warehouse

Xledger

xTuple ERP

N/A

Minor
Modification

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Put away

Pallet, case and unit put

away

System selects the best

location

Requisitions
Convert requisition into a
purchase order

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Consolidate requisitions into

purchase orders

Approval process

Xledger

xTuple ERP

N/A

In current
release

N/A

In current
release

N/A

In current
release

In current
release

In current
release

RMA tracking

Reason codes

Serial no. and lot tracking

Track history of all

movements

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

Repetitive (EG consumer

electronics)

N/A

In current
release

Make to stock (EG consumer

household goods)

N/A

In current
release

Manufacturing
Type supported

Process (EG food)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Assemble to order (EG

personal computers)

N/A

In current
release

Make to order (EG complex

custom products)

N/A

In current
release

Engineer to order (e.g., ship

building)

N/A

In current
release

MRP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on bill of materials,

inventory availability,
seasonality, trends and orders

Generate suggested PO

Xledger

xTuple ERP

N/A

In current
release

N/A

In current
release

N/A

In current
release

Scheduling

Generate production orders

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on resource capacity

of labour and equipment

Based on grouping jobs to

minimize setup

Graphical view - drag and

drop production orders

Shop floor data collection

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Data collection by bar codes

for labour and materials

N/A

In current
release

Record any downtime with

reason code

N/A

In current
release

Based on PLC
(programmable logic
controller)

N/A

Workaround

Quality control

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Track nonconformance

Graph results by month over

year

Xledger

xTuple ERP

N/A

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

In current
release

Misc

Reverse bill of materials for

disassembly

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Colour size matrix for

apparel manufacturing

N/A

Minor
Modification

Engineering change
management

N/A

Minor
Modification

Multisite production - plan

across locations

N/A

In current
release

N/A

In current
release

Configurator

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Can add any text to invoice

In current
release

In current
release

Time and material

In current
release

In current
release

Fixed fee

In current
release

In current
release

N/A

In current
release

Professional services
Flexible invoicing

Percentage complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Cost plus

Xledger

xTuple ERP

N/A

Minor
Modification

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Scheduling

Based on availability

Match skills

Match employee preferences

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

1 week at a time

In current
release

In current
release

Note field for each

project/day

In current
release

In current
release

In current
release

3rd party
using
different
tools than
primary
system

Timesheets

Identify overtime

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

In current
release

In current
release

N/A

In current
release

Can enter off-line and

synchronize

N/A

3rd party
using
different
tools than
primary
system

Can prepopulate timesheet

based on project assignments

N/A

In current
release

Web-based data entry

PDA-enabled

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Could enter time for a

project, phase and task

In current
release

In current
release

Different (lower) cost/user

for timesheet and expense
module

In current
release

In current
release

In current
release

In current
release

Expense Reporting

Calculations such as km's *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

Maintain WIP history

N/A

In current
release

Generate bill from WIP

N/A

Minor
Modification

Maximums per day

WIP

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

Minor
Modification

In current
release

In current
release

Based on % complete

N/A

In current
release

Subscription revenue is
deferred and recognized
monthly

N/A

In current
release

Write-downs or write-ups

Revenue Recognition

Based on hours booked *

rate

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Based on milestone
complete

Xledger

xTuple ERP

N/A

In current
release

In current
release

In current
release

N/A

Minor
Modification

Workflow

Electronic approval of
timesheets and expense
reports

Multiple approvals of
timesheet - by supervisor (all
projects) and project manager
(specific project)

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

Minor
Modification

Revenue and costs

transferred between divisions
automatically when an
employee in one division
works for another division

N/A

3rd party
using
different
tools than
primary
system

2-way integration with

Microsoft Project

N/A

Workaround

Alert if timesheet not

completed on time

Misc

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Pass through charges from

A/P to client

N/A

In current
release

Charge customer for

equipment usage

N/A

In current
release

N/A

In current
release

Change orders

Construction
Estimating

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Estimates based on building

statistics such as no. of suites
and historical rates

N/A

Major
Modification

Detailed estimates based on

take-offs that Include floor
area, drywall and appliances

N/A

Major
Modification

N/A

3rd party
using
different
tools than
primary
system

Budgeting

Maintain budget that

includes change orders and
commitments

Collaboration With Trades

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Bids online

N/A

Minor
Modification

Bids via spreadsheet

N/A

Minor
Modification

N/A

Minor
Modification

N/A

In current
release

Track status of activities to

be completed by trades

Alerts if late

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

Minor
Modification

Scheduling

Generate schedule based on

start date, lag time between
activities and dependencies

Update schedule as work

gets completed

Billing

By % complete

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

By milestone

Xledger

xTuple ERP

N/A

Minor
Modification

N/A

In current
release

N/A

In current
release

Service management
Service calls

Date and time stamping

Escalations if work not done

on time

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

In current
release

Generate quote for customer

N/A

In current
release

Generate work order

N/A

In current
release

N/A

In current
release

Track service history by

serial no.

Generate invoice for work

done and inventory used

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Manually assign resources

N/A

In current
release

Automatically assign
resources based on skills and
availability

N/A

Major
Modification

N/A

In current
release

Scheduling / Dispatching

Self service by client

Check status

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Log problem

Access to information to
resolve problem

Xledger

xTuple ERP

N/A

In current
release

N/A

In current
release

N/A

Workaround

Human Resources
Recruitment

Web based

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Automated screening based

on keywords or qualifications

Xledger

xTuple ERP

N/A

N/A

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

Employee administration

Pictures attached to
employee and available for
view by employees that have
access

Self serve over the Internet

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Generate work flow approval

on change of certain
information

Skills and degrees

Maintain history of
compensation and ratings

Record company assets

including keys, Blackberries,
laptops given out to
employees

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Leave of absence
administration
Able to view the various
absence plans of each
employee - vacation, personal,
days, sick days, bereavement,
unpaid leave, etc.

Absence approval process

Performance Management

Maintain Job Descriptions

and attached to employees

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

Benefit plans and deductions

- family vs. single, LTD, Life
Insurance, etc.

N/A

Major
Modification

Eligibility dates for benefits

N/A

In current
release

Track performance review

process - dates, ratings

Benefit Administration

Training Administration

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Employee update courses

online

Registration for internal

courses by employees

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

In current
release

In current
release

Document management
Integration

Attach multiple documents

to any transactions in the
system

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Attach multiple documents

to any master files (such as
customer or supplier) in the
system

In current
release

In current
release

N/A

3rd party
using
different
tools than
primary
system

N/A

3rd party
using
different
tools than
primary
system

Change Control

Optionally check in and out

Email alerts if changed

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Versioning

Xledger

xTuple ERP

N/A

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

In current
release

3rd party
using
different
tools than
primary
system

Approvals

Approval process

Based on same tools as

approving transactions

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Show status of document

Xledger

xTuple ERP

In current
release

3rd party
using
different
tools than
primary
system

In current
release

N/A

N/A

N/A

Search

Search on file names

Search for embedded text

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

N/A

N/A

Contact Management

In current
release

In current
release

Sales force automation

In current
release

In current
release

Search for key words

CRM
Applications

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Marketing automation

N/A

In current
release

Service management

N/A

In current
release

N/A

In current
release

eCommerce
Customer portal

Customers can place order

online

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Xledger

xTuple ERP

Order confirmation includes

a link to secure customer
portal

N/A

In current
release

Customer can check order

status online

N/A

In current
release

Link to carrier's website and

view status of shipment based
on tracking no.

N/A

In current
release

N/A

Minor
Modification

Supplier Portal

Confirm receipt of PO

Prepared by 180 Systems

CPA Magazine
2014 ERP Survey
Question

Update status of shipment

Obtain specifications

Prepared by 180 Systems

Xledger

xTuple ERP

N/A

Minor
Modification

N/A

Minor
Modification